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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VEA Vanguard Ftse Developed Market ETFs	$0	$31.7 Million 15.55% of portfolio	556,290	Q2 2025 Reduced 2.16%
VUG Vanguard Growth ETF ETFs	$0	$29.6 Million 14.52% of portfolio	67,454	Q2 2025 Reduced 8.97%
VTV Vanguard Value ETF ETFs	$0	$22.4 Million 10.98% of portfolio	126,023	Q2 2025 Reduced 4.91%
BNDX Vanguard Total International B ETFs	$0	$22 Million 10.77% of portfolio	443,873	Q2 2025 Added 2.71%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$16.3 Million 7.98% of portfolio	206,810	Q2 2025 Added 1.97%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$12.2 Million 5.97% of portfolio	246,242	Q2 2025 Reduced 1.86%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$9.24 Million 4.53% of portfolio	199,483	Q2 2025 Added 0.7%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$8.51 Million 4.17% of portfolio	122,333	Q2 2025 Added 2.23%
VB Vanguard Small Cap ETF ETFs	$0	$6.88 Million 3.37% of portfolio	28,936	Q2 2025 Reduced 3.82%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$6.82 Million 3.34% of portfolio	88,135	Q2 2025 Added 5.05%
NUDM Nuveen Esg International Devel ETFs	$0	$6.5 Million 3.19% of portfolio	183,282	Q2 2025 Added 0.68%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$2.97 Million 1.46% of portfolio	31,653	Q2 2025 Reduced 0.9%
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	$0	$2.58 Million 1.27% of portfolio	116,036	Q1 2025 Added 63.04%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$2.57 Million 1.26% of portfolio	61,422	Q2 2025 Added 0.18%
NUEM Nuveen Esg Emerging Markets Eq ETFs	$0	$2.01 Million 0.99% of portfolio	60,655	Q2 2025 Reduced 0.08%
PWV Invesco Exchange Traded Fd Tr ETFs	$0	$1.51 Million 0.74% of portfolio	24,300	Q3 2024 Reduced 1.6%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.39 Million 0.68% of portfolio	2,448	Q2 2025 Reduced 3.51%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.36 Million 0.67% of portfolio	55,773	Q2 2025 Reduced 0.18%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$777,000 0.38% of portfolio	15,860	Q2 2025 Added 0.65%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$680,000 0.33% of portfolio	2,389	Q4 2024 Reduced 6.68%
NUSC Nuveen Esg Small Cap ETF ETFs	$0	$650,000 0.32% of portfolio	15,955	Q2 2025 Added 0.62%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$610,000 0.3% of portfolio	8,843	Q1 2025 Added 51.65%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$597,000 0.29% of portfolio	16,680	Q2 2022 Reduced 11.36%
VV Vanguard Large Cap ETF ETFs	$0	$518,000 0.25% of portfolio	1,812	Q1 2025 Added 2,284.21%
VO Vanguard Mid Cap ETF ETFs	$0	$397,000 0.19% of portfolio	1,415	Q1 2025 Added 1,099.15%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$354,000 0.17% of portfolio	4,454	Q4 2023 Reduced 0.58%
VT Vanguard Total World Stk Index ETFs	$0	$262,000 0.13% of portfolio	2,042	Q2 2025 Reduced 1.45%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$243,000 0.12% of portfolio	1,829	Q1 2025 Reduced 1.08%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$250,000 0.12% of portfolio	11,336	Q4 2024 Added 100.0%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$177,000 0.09% of portfolio	7,636	Q4 2024 Added 100.0%
VTI Vanguard Total Stock Market Et ETFs	$0	$186,000 0.09% of portfolio	39,187	Q2 2025 Added 15.99%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$149,000 0.07% of portfolio	4,957	Q3 2024 Reduced 4.31%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$117,000 0.06% of portfolio	4,191	Q4 2024 Added 200.0%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$110,000 0.05% of portfolio	1,649	Q4 2024 Reduced 14.34%
VXF Vanguard Extended Market ETF ETFs	$0	$95,000 0.05% of portfolio	498	Q4 2023 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$110,000 0.05% of portfolio	179	Q1 2023 Reduced 5.79%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$88,000 0.04% of portfolio	3,032	Q4 2024 Added 226.02%
BNDW Vanguard Scottsdale Fds Vangua ETFs	$0	$70,000 0.03% of portfolio	1,016	Q2 2025 Reduced 81.67%
DFAU Dimensional ETF Tr ETFs	$0	$71,000 0.03% of portfolio	1,699	Q4 2023 New
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$54,000 0.03% of portfolio	2,156	Q4 2024 Added 100.0%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$57,000 0.03% of portfolio	650	Q4 2023 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$62,000 0.03% of portfolio	100	Q4 2024 Reduced 12.28%
FIW First Trust Water ETF ETFs	$0	$49,000 0.02% of portfolio	456	Q4 2021 New
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$41,000 0.02% of portfolio	822	Q2 2025 Reduced 87.1%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$48,000 0.02% of portfolio	444	Q4 2023 Added 1,544.44%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$35,000 0.02% of portfolio	565	Q1 2025 Reduced 2.08%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$21,000 0.01% of portfolio	199	Q4 2023 New
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$15,000 0.01% of portfolio	657	Q1 2025 Reduced 86.39%
IEMG Ishares Inc ETFs	$0	$18,000 0.01% of portfolio	300	Q3 2022 Reduced 10.18%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$30,000 0.01% of portfolio	54	Q1 2022 New

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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Evolution Advisers, Inc. Portfolio Holdings