Evolution Advisers, Inc.

CIK 0001906967 • 6 13F filings • May 9, 2025 – Jul 31, 2026

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Filer information

Filed by: Evolution Advisers, Inc., Filing Agent
Address: 2917 WEST LEIGH STREET, RICHMOND, VA, 23230
Phone: 6197955986
AUM: $231K

AUM over time

$272K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $222K151 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$46	0.0%Prev: 0.0%	192 SH	Increased-1 SH
ACUSHNET HLDGS CORP	COM	$8	0.0%Prev: 0.0%	103 SH	Decreased-2 SH
ADOBE INC	COM	$20	0.0%	60 SH	New
ALPHABET INC	CAP STK CL A	$332	0.1%Prev: 0.2%	1,359 SH	Decreased-454 SH
ALPHABET INC	CAP STK CL C	$147	0.1%Prev: 0.1%	600 SH	Decreased-13 SH
ALTRIA GROUP INC	COM	$18	0.0%Prev: 0.0%	274 SH	Decreased-304 SH
AMAZON COM INC	COM	$228	0.1%Prev: 0.1%	1,035 SH	Decreased-680 SH
AMENTUM HOLDINGS INC	COM	$16	0.0%Prev: 0.0%	636 SH	Increased-14 SH
AMERICAN WTR WKS CO INC NEW	COM	$10	0.0%Prev: 0.0%	80 SH	Increased+63 SH
AMGEN INC	COM	$59	0.0%Prev: 0.0%	200 SH	Decreased-2 SH
APPLE INC	COM	$1K	0.6%Prev: 0.6%	5,419 SH	Decreased-23 SH
ARES CAPITAL CORP	COM	$6	0.0%Prev: 0.0%	318 SH	Increased
AT&T INC	COM	$13	0.0%Prev: 0.0%	494 SH	Increased-22 SH
AUTOMATIC DATA PROCESSING IN	COM	$51	0.0%Prev: 0.0%	176 SH	Increased-1 SH
BANK AMERICA CORP	COM	$6	0.0%Prev: 0.0%	125 SH	Decreased-536 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$450	0.2%Prev: 0.2%	905 SH	Decreased-6 SH
BROADCOM INC	COM	$150	0.1%Prev: 0.1%	450 SH	Decreased-13 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$1	0.0%Prev: 0.0%	80 SH
CAPITAL ONE FINL CORP	COM	$85	0.0%Prev: 0.0%	398 SH	Increased+112 SH
CHEVRON CORP NEW	COM	$15	0.0%Prev: 0.0%	100 SH	Decreased-210 SH
CHURCH & DWIGHT CO INC	COM	$24	0.0%Prev: 0.0%	278 SH	Decreased-5 SH
CINTAS CORP	COM	$36	0.0%Prev: 0.0%	180 SH	Increased
CISCO SYS INC	COM	$99	0.0%Prev: 0.1%	1,449 SH	Decreased-8 SH
CONSTELLATION ENERGY CORP	COM	$81	0.0%Prev: 0.0%	232 SH	Increased-1 SH
COSTCO WHSL CORP NEW	COM	$25	0.0%	28 SH	New
CURTISS WRIGHT CORP	COM	$189	0.1%Prev: 0.1%	350 SH	Decreased
DANAHER CORPORATION	COM	$10	0.0%Prev: 0.0%	50 SH	Increased
DELTA AIR LINES INC DEL	COM NEW	$42	0.0%Prev: 0.0%	759 SH	Decreased
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$77	0.0%Prev: 0.0%	1,699 SH	Decreased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$644	0.3%Prev: 0.3%	16,680 SH	Decreased
DISNEY WALT CO	COM	$11	0.0%Prev: 0.0%	100 SH	Increased-5 SH
DOMINION ENERGY INC	COM	$119	0.1%Prev: 0.1%	1,967 SH	Decreased-2,117 SH
EATON CORP PLC	SHS	$47	0.0%Prev: 0.0%	126 SH	Decreased-2 SH
ELEVANCE HEALTH INC	COM	$78	0.0%	236 SH	New
EXELON CORP	COM	$34	0.0%Prev: 0.0%	760 SH	Decreased
EXTRA SPACE STORAGE INC	COM	$7	0.0%Prev: 0.0%	50 SH
EXXON MOBIL CORP	COM	$554	0.2%	4,954 SH	New
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$51	0.0%Prev: 0.0%	456 SH	Increased
FORD MTR CO	COM	$8	0.0%Prev: 0.0%	700 SH	Decreased-8 SH
FORTINET INC	COM	$33	0.0%Prev: 0.0%	390 SH	Decreased-3 SH
GE AEROSPACE	COM NEW	$28	0.0%Prev: 0.0%	95 SH	Decreased-2 SH
GE VERNOVA INC	COM	$13	0.0%Prev: 0.0%	23 SH	Decreased
GENWORTH FINL INC	COM SHS	$1K	0.5%Prev: 0.6%	121,849 SH	Decreased-48,372 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2	0.0%Prev: 0.0%	17 SH
HCA HEALTHCARE INC	COM	$151	0.1%Prev: 0.0%	355 SH	Increased+343 SH
HERSHEY CO	COM	$72	0.0%Prev: 0.0%	381 SH	Increased
HOME DEPOT INC	COM	$174	0.1%Prev: 0.0%	440 SH	Increased+176 SH
HONEYWELL INTL INC	COM	$28	0.0%	136 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$28	0.0%Prev: 0.0%	100 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$32	0.0%Prev: 0.0%	206 SH	Decreased-200 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$2K	0.7%Prev: 0.7%	24,300 SH	Decreased+504 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$2	0.0%Prev: 0.0%	18 SH
INVESCO QQQ TR	UNIT SER 1	$15	0.0%Prev: 0.0%	25 SH	Decreased+3 SH
ISHARES INC	CORE MSCI EMKT	$19	0.0%Prev: 0.0%	300 SH	Decreased
ISHARES TR	CORE INTL AGGR	$42	0.0%Prev: 0.2%	822 SH	Decreased-10,735 SH
ISHARES TR	CORE S&P MCP ETF	$37	0.0%Prev: 0.0%	565 SH	Increased+530 SH
ISHARES TR	CORE S&P SCP ETF	$52	0.0%Prev: 0.0%	444 SH	Decreased-30 SH
ISHARES TR	CORE S&P500 ETF	$67	0.0%Prev: 0.0%	100 SH	Decreased-28 SH
ISHARES TR	ESG AW MSCI EAFE	$60	0.0%Prev: 0.0%	650 SH	Decreased
ISHARES TR	GLOBAL 100 ETF	$2	0.0%Prev: 0.0%	19 SH
ISHARES TR	RUS 1000 VAL ETF	$14	0.0%Prev: 0.0%	71 SH	Decreased
ISHARES TR	U.S. FINLS ETF	$39	0.0%Prev: 0.0%	317 SH	Decreased-2 SH
ISHARES TR	U.S. TECH ETF	$28	0.0%Prev: 0.0%	142 SH	Decreased+18 SH
JACOBS SOLUTIONS INC	COM	$91	0.0%Prev: 0.0%	600 SH	Increased
JOHNSON & JOHNSON	COM	$75	0.0%Prev: 0.0%	403 SH	Decreased-106 SH
JPMORGAN CHASE & CO.	COM	$202	0.1%Prev: 0.1%	651 SH	Decreased-9 SH
KIMBERLY-CLARK CORP	COM	$195	0.1%Prev: 0.1%	1,567 SH	Increased-2 SH
KINSALE CAP GROUP INC	COM	$83	0.0%	199 SH	New
LINDE PLC	SHS	$36	0.0%Prev: 0.0%	79 SH
LISTED FDS TR	ROUNDHILL BALL	$12	0.0%Prev: 0.0%	600 SH	Increased
LOCKHEED MARTIN CORP	COM	$65	0.0%Prev: 0.0%	132 SH	Increased+45 SH
LOWES COS INC	COM	$129	0.1%Prev: 0.0%	522 SH	Increased+2 SH
MARKEL GROUP INC	COM	$144	0.1%Prev: 0.1%	76 SH	Decreased-3 SH
MASTEC INC	COM	$3	0.0%	15 SH	New
MASTERCARD INCORPORATED	CL A	$117	0.1%Prev: 0.0%	205 SH	Increased+103 SH
MCKESSON CORP	COM	$63	0.0%	83 SH	New
MICROSOFT CORP	COM	$246	0.1%Prev: 0.0%	474 SH	Increased+126 SH
NISOURCE INC	COM	$255	0.1%Prev: 0.1%	5,932 SH	Decreased
NUSHARES ETF TR	NUVEEN ESG EMRGN	$2K	1.0%Prev: 1.1%	60,485 SH	Decreased-11,233 SH
NUSHARES ETF TR	NUVEEN ESG INTL	$7K	3.1%Prev: 3.1%	182,125 SH	Decreased-26,110 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$3K	1.4%Prev: 1.8%	31,911 SH	Decreased-10,868 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$3K	1.2%Prev: 1.4%	61,270 SH	Decreased-14,361 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$708	0.3%Prev: 0.4%	15,985 SH	Decreased-4,365 SH
NUSHARES ETF TR	NUVEEN ESG US	$3K	1.2%Prev: 1.0%	121,431 SH	Decreased-4,471 SH
NUTRIEN LTD	COM	$49	0.0%Prev: 0.0%	867 SH	Decreased
OLD REP INTL CORP	COM	$328	0.1%Prev: 0.1%	7,682 SH	Increased-2 SH
ORACLE CORP	COM	$109	0.0%Prev: 0.0%	380 SH	Increased-4 SH
PAYCHEX INC	COM	$34	0.0%Prev: 0.0%	275 SH	Increased-3 SH
PEPSICO INC	COM	$75	0.0%Prev: 0.0%	526 SH	Increased-2 SH
PHILLIPS 66	COM	$50	0.0%Prev: 0.0%	373 SH	Decreased+18 SH
PPL CORP	COM	$44	0.0%Prev: 0.0%	1,223 SH
PRICE T ROWE GROUP INC	COM	$73	0.0%Prev: 0.0%	728 SH	Decreased
RIVIAN AUTOMOTIVE INC	COM CL A	$14	0.0%Prev: 0.0%	1,006 SH	Decreased-10 SH
SALESFORCE INC	COM	$11	0.0%	50 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$163	0.1%Prev: 0.1%	4,857 SH	Decreased-51 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$252	0.1%Prev: 0.2%	10,747 SH	Decreased-4,898 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$179	0.1%Prev: 0.1%	7,636 SH	Increased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$16	0.0%Prev: 0.0%	657 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$84	0.0%Prev: 0.1%	2,618 SH	Decreased-8,971 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1K	0.7%Prev: 1.1%	55,773 SH	Decreased-48,125 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$124	0.1%Prev: 0.1%	4,191 SH	Decreased
SCHWAB STRATEGIC TR	US SML CAP ETF	$59	0.0%Prev: 0.0%	2,144 SH	Decreased-1,021 SH
SEI INVTS CO	COM	$73	0.0%Prev: 0.0%	873 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$119	0.1%Prev: 0.0%	179 SH	Decreased
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$32	0.0%Prev: 0.0%	54 SH	Decreased
STARBUCKS CORP	COM	$32	0.0%Prev: 0.0%	383 SH	Decreased-3 SH
STRYKER CORPORATION	COM	$109	0.0%Prev: 0.0%	300 SH	Increased-1 SH
SYNCHRONY FINANCIAL	COM	$5	0.0%Prev: 0.0%	74 SH
TCW ETF TRUST	HIGH YIELD BOND	$69	0.0%	2,245 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$143	0.1%Prev: 0.1%	250 SH	Decreased
TESLA INC	COM	$88	0.0%Prev: 0.0%	192 SH	Increased+157 SH
THERMO FISHER SCIENTIFIC INC	COM	$84	0.0%Prev: 0.0%	160 SH	Increased-1 SH
TOTALENERGIES SE	SPONSORED ADS	$25	0.0%	424 SH	New
TRUIST FINL CORP	COM	$116	0.1%	74,770 SH	New
UNILEVER PLC	SPON ADR NEW	$41	0.0%Prev: 0.0%	700 SH	Increased+78 SH
UNION PAC CORP	COM	$479	0.2%Prev: 0.2%	2,042 SH	Decreased+85 SH
UNITED PARCEL SERVICE INC	CL B	$6	0.0%Prev: 0.0%	79 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$26	0.0%Prev: 0.0%	75 SH	Decreased-3 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$8K	3.5%Prev: 3.4%	98,704 SH	Decreased-20,445 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$9K	4.2%Prev: 3.8%	129,995 SH	Decreased-20,390 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$18K	7.9%Prev: 7.7%	221,979 SH	Decreased-47,354 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1	0.0%Prev: 0.3%	20 SH	Decreased-9,898 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$23K	10.4%Prev: 9.8%	468,494 SH	Decreased-84,810 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$104	0.0%Prev: 0.0%	498 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$33K	15.1%Prev: 14.0%	69,481 SH	Decreased-373,160 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$551	0.2%Prev: 0.2%	1,785 SH	Decreased-31 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$702	0.3%Prev: 0.3%	2,389 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$409	0.2%Prev: 0.2%	1,394 SH	Decreased-3,910 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1	0.0%Prev: 0.0%	20 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2K	0.7%Prev: 0.8%	2,479 SH	Decreased-798 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8K	3.5%Prev: 3.8%	30,907 SH	Decreased-2,996 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$198	0.1%Prev: 0.1%	39,187 SH	Decreased-1,142 SH
VANGUARD INDEX FDS	VALUE ETF	$24K	10.7%Prev: 10.6%	127,912 SH	Decreased-4,949 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$16	0.0%Prev: 0.1%	220 SH	Decreased-1,893 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$118	0.1%Prev: 0.1%	1,649 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14K	6.2%Prev: 6.2%	252,854 SH	Decreased-28,054 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$284	0.1%Prev: 0.1%	2,057 SH	Decreased-397 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$790	0.4%Prev: 0.4%	15,772 SH	Decreased-3,864 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$10K	4.4%Prev: 4.3%	208,527 SH	Decreased-38,959 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$356	0.2%Prev: 0.2%	4,454 SH	Decreased-2,680 SH
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$75	0.0%Prev: 0.0%	1,086 SH	Decreased-46 SH
VANGUARD STAR FDS	VG TL INTL STK F	$648	0.3%Prev: 0.3%	8,770 SH	Decreased+246 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$35K	15.9%Prev: 16.1%	586,751 SH	Decreased-29,374 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1	0.0%Prev: 0.1%	15 SH	Decreased-2,038 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$236	0.1%Prev: 0.1%	1,678 SH	Decreased+109 SH
VANGUARD WORLD FD	ESG US STK ETF	$23	0.0%Prev: 0.0%	199 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$6	0.0%Prev: 0.0%	157 SH
VISA INC	COM CL A	$132	0.1%Prev: 0.0%	381 SH	Decreased-7 SH
WALMART INC	COM	$385	0.2%Prev: 0.1%	3,779 SH	Increased+1,121 SH
WELLS FARGO CO NEW	COM	$350	0.2%Prev: 0.1%	4,334 SH	Decreased-8 SH
WILLIAMS SONOMA INC	COM	$25	0.0%Prev: 0.0%	132 SH	Decreased

Sold (vs prior filing)

ABBVIE INC — $1
ADVANCED MICRO DEVICES INC — $2
AMPHENOL CORP NEW — $1
APPLOVIN CORP — $1
ARCOSA INC — $1
AXOS FINANCIAL INC — $1
BEACON FINANCIAL CORP. — $1
BRINKER INTL INC — $1
CATERPILLAR INC — $1
DIMENSIONAL ETF TRUST — $6
DIMENSIONAL ETF TRUST — $20
ELEVANCE HEALTH INC FORMERLY — $108
ELI LILLY & CO — $3
ENOVA INTL INC — $1
ENPRO INC — $1
EQUINIX INC — $1
ESCO TECHNOLOGIES INC — $1
FIRST BANCORP P R — $1
FORMFACTOR INC — $1
GRANITE CONSTR INC — $1
… and 44 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001906967-26-000004	$231K	View
Jan 23, 2026	Q3 2025	13F-HR	0001906967-26-000003	$222K	View
Jul 31, 2026	Q2 2026