Evolution Advisers, Inc. Portfolio Holdings

Evolution Advisers, Inc.

  • $204 Million
  • Q2 2025

Evolution Advisers, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $204 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $31.7M, Vanguard Growth ETF with a value of $29.6M, Vanguard Value ETF with a value of $22.4M, Vanguard Total International B with a value of $22M, and Vanguard Bd Index Fd Inc Short with a value of $16.3M.

Examining the 13F form we can see an increase of $14M in the current position value, from $190M to 204M.

Below you can find more details about Evolution Advisers, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
ETFs: $193 Million
Financial Services: $3.83 Million
Technology: $1.9 Million
Industrials: $979,000
Consumer Defensive: $870,000
Consumer Cyclical: $642,000
Healthcare: $620,000
Energy: $605,000
Other: $937,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.25B
$1.71 Million 0.84% of portfolio
217,835
Q2 2025 Added 126.32%
$3.69T
$1.08 Million 0.53% of portfolio
5,266
Q2 2025 Reduced 4.06%
$442B
$521,000 0.26% of portfolio
4,834
Q2 2025 Reduced 0.35%
$135B
$469,000 0.23% of portfolio
2,042
Q2 2025 Reduced 6.37%
$621B
$439,000 0.22% of portfolio
905
Q1 2025 Reduced 0.77%
$281B
$338,000 0.17% of portfolio
3,456
Q1 2025 Reduced 0.43%
$302B
$347,000 0.17% of portfolio
4,334
Q2 2025 Reduced 2.43%
$11.7B
$295,000 0.14% of portfolio
7,682
Q2 2025 Reduced 2.43%
$17.2B
$239,000 0.12% of portfolio
5,932
Q4 2021 New
$2.26T
$228,000 0.11% of portfolio
1,043
Q1 2025 Reduced 1.6%
$1.21T
$229,000 0.11% of portfolio
1,300
Q2 2025 Reduced 1.52%
$3.95T
$194,000 0.1% of portfolio
390
Q3 2024 Reduced 3.23%
$45.1B
$203,000 0.1% of portfolio
1,567
Q2 2025 Reduced 2.43%
$859B
$188,000 0.09% of portfolio
651
Q1 2025 Reduced 0.91%
$19.3B
$171,000 0.08% of portfolio
350
Q4 2021 New
$405B
$161,000 0.08% of portfolio
440
Q1 2025 Reduced 2.65%
$26.1B
$152,000 0.07% of portfolio
76
Q2 2025 Added 1.33%
$112B
$136,000 0.07% of portfolio
355
Q2 2025 Reduced 8.97%
$548B
$115,000 0.06% of portfolio
205
Q4 2022 Reduced 42.25%
$142B
$118,000 0.06% of portfolio
300
Q4 2023 New
$58.4B
$113,000 0.06% of portfolio
74,770
Q1 2025 Reduced 0.02%
$25.9B
$128,000 0.06% of portfolio
250
Q4 2021 New
$127B
$124,000 0.06% of portfolio
450
Q3 2024 Added 900.0%
$1.24T
$106,000 0.05% of portfolio
600
Q1 2025 Reduced 4.46%
$293B
$100,000 0.05% of portfolio
1,449
Q1 2025 Added 0.21%
$51B
$111,000 0.05% of portfolio
1,967
Q2 2025 Reduced 1.65%
$10B
$96,000 0.05% of portfolio
199
Q2 2024 Added 197.01%
$152B
$91,000 0.04% of portfolio
413
Q4 2024 Reduced 10.8%
$684B
$83,000 0.04% of portfolio
380
Q4 2021 New
$83.2B
$84,000 0.04% of portfolio
398
Q1 2025 Added 3.65%
$368B
$86,000 0.04% of portfolio
543
Q2 2025 Reduced 12.28%
$70.7B
$91,000 0.04% of portfolio
236
Q2 2024 Reduced 32.57%
$1.08T
$79,000 0.04% of portfolio
251
Q4 2024 Reduced 24.85%
$111B
$75,000 0.04% of portfolio
232
Q3 2024 Added 0.43%
$11.9B
$78,000 0.04% of portfolio
873
Q4 2023 New
$452B
$61,000 0.03% of portfolio
402
Q2 2025 Reduced 10.86%
$187B
$64,000 0.03% of portfolio
160
Q4 2021 New
$124B
$54,000 0.03% of portfolio
176
Q4 2023 New
$152B
$55,000 0.03% of portfolio
200
Q4 2023 New
$94.7B
$60,000 0.03% of portfolio
83
Q4 2021 New
$25.9B
$63,000 0.03% of portfolio
381
Q4 2024 Added 0.26%
$24.3B
$70,000 0.03% of portfolio
728
Q4 2024 Added 0.97%
$150B
$57,000 0.03% of portfolio
192
Q3 2024 Reduced 10.28%
$113B
$61,000 0.03% of portfolio
132
Q4 2021 New
$202B
$69,000 0.03% of portfolio
526
Q3 2024 Reduced 2.95%
$27.2B
$41,000 0.02% of portfolio
1,223
Q1 2025 Added 0.82%
$155B
$42,000 0.02% of portfolio
700
Q1 2025 Reduced 0.99%
$108B
$35,000 0.02% of portfolio
383
Q4 2023 New
$57.7B
$44,000 0.02% of portfolio
373
Q2 2025 Reduced 6.75%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $204 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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