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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$859B
$188,000 0.09% of portfolio
651
Q1 2025 Reduced 0.91%
$405B
$161,000 0.08% of portfolio
440
Q1 2025 Reduced 2.65%
$551B
$135,000 0.07% of portfolio
381
Q4 2023 Added 22.9%
$548B
$115,000 0.06% of portfolio
205
Q4 2022 Reduced 42.25%
$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%
$684B
$83,000 0.04% of portfolio
380
Q4 2021 New
$368B
$86,000 0.04% of portfolio
543
Q2 2025 Reduced 12.28%
$452B
$61,000 0.03% of portfolio
402
Q2 2025 Reduced 10.86%
$202B
$69,000 0.03% of portfolio
526
Q3 2024 Reduced 2.95%
$245B
$23,000 0.01% of portfolio
75
Q1 2025 Reduced 2.6%
$207B
$12,000 0.01% of portfolio
100
Q3 2024 Reduced 63.64%
$439B
$27,000 0.01% of portfolio
28
Q1 2025 Reduced 22.22%
$302B
$14,000 0.01% of portfolio
100
Q2 2025 Reduced 33.33%
$203B
$17,000 0.01% of portfolio
594
Q2 2025 Reduced 7.76%
$232B
$13,000 0.01% of portfolio
50
Q1 2024 Reduced 9.09%
$210B
$29,000 0.01% of portfolio
100
Q2 2025 Reduced 8.26%
$306B
$24,000 0.01% of portfolio
95
Q1 2024 Reduced 5.94%
$381B
$5,000 0.0% of portfolio
125
Q3 2024 Added 0.81%
$306B
$0 0.0% of portfolio
2
Q2 2025 Reduced 92.59%

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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