Investor

Evolution Advisers, Inc.

CIK 0001906967 · filed 2026-01-23 · SEC filing

Q1 2026 Q4 2025 Q3 2025

13F book

$222.4K

Positions

161

Largest name

15.9%

Vanguard Tax-Managed Fds

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Vanguard Tax-Managed Fds	—	586.8K	$35.4K	15.9%	—	Held
Vanguard Growth Etf	—	69.5K	$33.5K	15.1%	—	Held
Vanguard Index Fds	—	127.9K	$23.9K	10.7%	—	Held
Vanguard Charlotte Fds	—	468.5K	$23.2K	10.4%	—	Held
Vanguard Bd Index Fds	—	222K	$17.6K	7.9%	—	Held
Vanguard Intl Equity Index F	—	252.9K	$13.8K	6.2%	—	Held
Vanguard Scottsdale Fds	—	208.5K	$9.82K	4.4%	—	Held
Vanguard Bd Index Fds	—	130K	$9.24K	4.2%	—	Held
Vanguard Index Fds	—	30.9K	$7.88K	3.5%	—	Held
Vanguard Bd Index Fds	—	98.7K	$7.73K	3.5%	—	Held
Nushares Etf Tr	—	182.1K	$6.91K	3.1%	—	Held
Nushares Etf Tr	—	31.9K	$3.17K	1.4%	—	Held
Nushares Etf Tr	—	121.4K	$2.73K	1.2%	—	Held
Nushares Etf Tr	—	61.3K	$2.69K	1.2%	—	Held
Nushares Etf Tr	—	60.5K	$2.18K	1.0%	—	Held
Invesco Exchange Traded Fd T	—	24.3K	$1.58K	0.7%	—	Held
Vanguard Index Fds	—	2.48K	$1.52K	0.7%	—	Held
Schwab Strategic Tr	—	55.8K	$1.47K	0.7%	—	Held
Apple Inc.	AAPL	5.42K	$1.38K	0.6%	—	Held
Genworth Finl Inc	—	121.8K	$1.07K	0.5%	—	Held
Vanguard Mun Bd Fds	—	15.8K	$790	0.4%	—	Held
Nushares Etf Tr	—	16K	$708	0.3%	—	Held
Vanguard Index Fds	—	2.39K	$702	0.3%	—	Held
Vanguard Star Fds	—	8.77K	$648	0.3%	—	Held
Dimensional Etf Trust	—	16.7K	$644	0.3%	—	Held
Exxon Mobil Corp	—	4.95K	$554	0.2%	—	Held
Vanguard Index Fds	—	1.78K	$551	0.2%	—	Held
Union Pac Corp	—	2.04K	$479	0.2%	—	Held
Berkshire Hathaway Inc Del	—	905	$450	0.2%	—	Held
Vanguard Index Fds	—	1.39K	$409	0.2%	—	Held
Walmart Inc.	WMT	3.78K	$385	0.2%	—	Held
Vanguard Scottsdale Fds	—	4.45K	$356	0.2%	—	Held
Wells Fargo Co New	—	4.33K	$350	0.2%	—	Held
Alphabet Inc	—	1.36K	$332	0.1%	—	Held
Old Rep Intl Corp	—	7.68K	$328	0.1%	—	Held
Vanguard Intl Equity Index F	—	2.06K	$284	0.1%	—	Held
Nisource Inc.	NI	5.93K	$255	0.1%	—	Held
Schwab Strategic Tr	—	10.7K	$252	0.1%	—	Held
Microsoft Corp	MSFT	474	$246	0.1%	—	Held
Vanguard Whitehall Fds	—	1.68K	$236	0.1%	—	Held
Amazon Com Inc	AMZN	1.03K	$228	0.1%	—	Held
Jpmorgan Chase & Co.	—	651	$202	0.1%	—	Held
Vanguard Index Fds	—	39.2K	$198	0.1%	—	Held
Kimberly Clark Corp	KMB	1.57K	$195	0.1%	—	Held
Curtiss Wright Corp	CW	350	$189	0.1%	—	Held
Schwab Us Aggregate Bond	—	7.64K	$179	0.1%	—	Held
Home Depot, Inc.	HD	440	$174	0.1%	—	Held
Schwab Strategic Tr	—	4.86K	$163	0.1%	—	Held
HCA Healthcare, Inc.	HCA	355	$151	0.1%	—	Held
Broadcom Inc.	AVGO	450	$150	0.1%	—	Held
Alphabet Inc	—	600	$147	0.1%	—	Held
Markel Group Inc.	MKL	76	$144	0.1%	—	Held
Teledyne Technologies Inc	TDY	250	$143	0.1%	—	Held
Visa Inc.	V	381	$132	0.1%	—	Held
Lowes Cos Inc	—	522	$129	0.1%	—	Held
Schwab Strategic Tr	—	4.19K	$124	0.1%	—	Held
Dominion Energy, Inc	D	1.97K	$119	0.1%	—	Held
Spdr S&P 500 Etf Tr	—	179	$119	0.1%	—	Held
Vanguard Intl Equity Index F	—	1.65K	$118	0.1%	—	Held
Mastercard Inc	MA	205	$117	0.1%	—	Held
Truist Finl Corp	—	74.8K	$116	0.1%	—	Held
Stryker Corp	SYK	300	$109	0.0%	—	Held
Oracle Corp	—	380	$109	0.0%	—	Held
Vanguard Index Fds	—	498	$104	0.0%	—	Held
Cisco Sys Inc	—	1.45K	$99	0.0%	—	Held
Jacobs Solutions Inc.	J	600	$91	0.0%	—	Held
Tesla, Inc.	TSLA	192	$88	0.0%	—	Held
Capital One Finl Corp	—	398	$85	0.0%	—	Held
Schwab Strategic Tr	—	2.62K	$84	0.0%	—	Held
Thermo Fisher Scientific Inc.	TMO	160	$84	0.0%	—	Held
Kinsale Cap Group Inc	—	199	$83	0.0%	—	Held
Constellation Energy Corp	CEG	232	$81	0.0%	—	Held
Elevance Health Inc Formerly	—	236	$78	0.0%	—	Held
Dimensional Etf Trust	—	1.7K	$77	0.0%	—	Held
Vanguard Scottsdale Fds	—	1.09K	$75	0.0%	—	Held
Johnson & Johnson	JNJ	403	$75	0.0%	—	Held
Pepsico Inc	PEP	526	$75	0.0%	—	Held
Sei Invts Co	—	873	$73	0.0%	—	Held
Price T Rowe Group Inc	TROW	728	$73	0.0%	—	Held
Hershey Co	HSY	381	$72	0.0%	—	Held
Tcw Etf Trust	—	2.25K	$69	0.0%	—	Held
Ishares Tr	—	100	$67	0.0%	—	Held
Lockheed Martin Corp	LMT	132	$65	0.0%	—	Held
Mckesson Corp	MCK	83	$63	0.0%	—	Held
Ishares Tr	—	650	$60	0.0%	—	Held
Schwab Strategic Tr	—	2.14K	$59	0.0%	—	Held
Amgen Inc	AMGN	200	$59	0.0%	—	Held
Ishares Tr	—	444	$52	0.0%	—	Held
Automatic Data Processing In	—	176	$51	0.0%	—	Held
First Tr Exchange-Traded Fd	—	456	$51	0.0%	—	Held
Phillips 66	PSX	373	$50	0.0%	—	Held
Nutrien Ltd.	NTR	867	$49	0.0%	—	Held
Eaton Corp Plc	ETN	126	$47	0.0%	—	Held
Accenture Plc Ireland	—	192	$46	0.0%	—	Held
Ppl Corp	—	1.22K	$44	0.0%	—	Held
Delta Air Lines Inc Del	DAL	759	$42	0.0%	—	Held
Ishares Tr	—	822	$42	0.0%	—	Held
Unilever Plc	—	700	$41	0.0%	—	Held
Ishares Tr	—	317	$39	0.0%	—	Held
Ishares Tr	—	565	$37	0.0%	—	Held
Cintas Corp	CTAS	180	$36	0.0%	—	Held
Linde Plc	LIN	79	$36	0.0%	—	Held
Exelon Corp	EXC	760	$34	0.0%	—	Held
Paychex Inc	PAYX	275	$34	0.0%	—	Held
Fortinet, Inc.	FTNT	390	$33	0.0%	—	Held
Invesco Exchange Traded Fd T	—	206	$32	0.0%	—	Held
Spdr S&P Midcap 400 Etf Tr	—	54	$32	0.0%	—	Held
Starbucks Corp	SBUX	383	$32	0.0%	—	Held
Honeywell Intl Inc	—	136	$28	0.0%	—	Held
Ge Aerospace	—	95	$28	0.0%	—	Held
Ishares Tr	—	142	$28	0.0%	—	Held
International Business Machs	—	100	$28	0.0%	—	Held
Unitedhealth Group Inc	UNH	75	$26	0.0%	—	Held
Totalenergies Se	TTE	424	$25	0.0%	—	Held
Williams Sonoma Inc	WSM	132	$25	0.0%	—	Held
Costco Whsl Corp New	—	28	$25	0.0%	—	Held
Church & Dwight Co Inc	—	278	$24	0.0%	—	Held
Vanguard World Fd	—	199	$23	0.0%	—	Held
Adobe Inc.	ADBE	60	$20	0.0%	—	Held
Ishares Inc	—	300	$19	0.0%	—	Held
Altria Group, Inc.	MO	274	$18	0.0%	—	Held
Schwab Strategic Tr	—	657	$16	0.0%	—	Held
Amentum Holdings, Inc.	AMTM	636	$16	0.0%	—	Held
Vanguard Instl Index Fd	—	220	$16	0.0%	—	Held
Chevron Corp New	CVX	100	$15	0.0%	—	Held
Invesco Qqq Tr	—	25	$15	0.0%	—	Held
Rivian Automotive Inc	—	1.01K	$14	0.0%	—	Held
Ishares Tr	—	71	$14	0.0%	—	Held
At&T Inc	—	494	$13	0.0%	—	Held
GE Vernova Inc.	GEV	23	$13	0.0%	—	Held
Listed Fds Tr	—	600	$12	0.0%	—	Held
Salesforce, Inc.	CRM	50	$11	0.0%	—	Held
Disney Walt Co	—	100	$11	0.0%	—	Held
Danaher Corporation	—	50	$10	0.0%	—	Held
American Wtr Wks Co Inc New	—	80	$10	0.0%	—	Held
Acushnet Hldgs Corp	—	103	$8	0.0%	—	Held
Ford Mtr Co	—	700	$8	0.0%	—	Held
Extra Space Storage Inc.	EXR	50	$7	0.0%	—	Held
Verizon Communications Inc	VZ	157	$6	0.0%	—	Held
Bank America Corp	—	125	$6	0.0%	—	Held
United Parcel Service Inc	UPS	79	$6	0.0%	—	Held
Ares Capital Corp	ARCC	318	$6	0.0%	—	Held
Synchrony Financial	—	74	$5	0.0%	—	Held
Mastec Inc	MTZ	15	$3	0.0%	—	Held
Ishares Tr	—	19	$2	0.0%	—	Held
Invesco Exchange Traded Fd T	—	18	$2	0.0%	—	Held
Goldman Sachs Etf Tr	—	17	$2	0.0%	—	Held
Vanguard Index Fds	—	20	$1	0.0%	—	Held
Vanguard Bd Index Fds	—	20	$1	0.0%	—	Held
Vanguard Whitehall Fds	—	15	$1	0.0%	—	Held
Capital Grp Fixed Incm Etf T	—	80	$1	0.0%	—	Held
Applied Matls Inc	—	0	$0	0.0%	—	Held
Ishares Tr	—	5	$0	0.0%	—	Held
Ishares Tr	—	22	$0	0.0%	—	Held
Coca Cola Co	KO	2	$0	0.0%	—	Held
Warner Bros. Discovery, Inc.	WBD	79	$0	0.0%	—	Held
Etfis Ser Tr I	—	17	$0	0.0%	—	Held
Fidelity Merrimack Str Tr	—	17	$0	0.0%	—	Held
Spdr Series Trust	—	15	$0	0.0%	—	Held
Franklin Templeton Etf Tr	—	2	$0	0.0%	—	Held
NIKE, Inc.	NKE	2	$0	0.0%	—	Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.