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: $231K159 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$51	0.0%Prev: 0.0%	192 SH	Increased
ACUSHNET HLDGS CORP	COM	$8	0.0%Prev: 0.0%	103 SH
ALPHABET INC	CAP STK CL A	$425	0.2%Prev: 0.1%	1,359 SH	Increased
ALPHABET INC	CAP STK CL C	$188	0.1%Prev: 0.1%	600 SH	Increased
ALTRIA GROUP INC	COM	$15	0.0%Prev: 0.0%	274 SH	Decreased
AMAZON COM INC	COM	$349	0.2%Prev: 0.1%	1,516 SH	Increased+481 SH
AMENTUM HOLDINGS INC	COM	$18	0.0%Prev: 0.0%	636 SH	Increased
AMERICAN WTR WKS CO INC NEW	COM	$2	0.0%Prev: 0.0%	16 SH	Decreased-64 SH
AMGEN INC	COM	$65	0.0%Prev: 0.0%	200 SH	Increased
APPLE INC	COM	$1K	0.6%Prev: 0.6%	5,419 SH	Increased
ARES CAPITAL CORP	COM	$6	0.0%Prev: 0.0%	318 SH
AT&T INC	COM	$12	0.0%Prev: 0.0%	494 SH	Decreased
AUTOMATIC DATA PROCESSING IN	COM	$45	0.0%Prev: 0.0%	176 SH	Decreased
BANK AMERICA CORP	COM	$6	0.0%Prev: 0.0%	125 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$454	0.2%Prev: 0.2%	905 SH	Increased
BROADCOM INC	COM	$155	0.1%Prev: 0.1%	450 SH	Increased
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$1	0.0%Prev: 0.0%	80 SH
CAPITAL ONE FINL CORP	COM	$56	0.0%Prev: 0.0%	232 SH	Decreased-166 SH
CHEVRON CORP NEW	COM	$15	0.0%Prev: 0.0%	100 SH
CHURCH & DWIGHT CO INC	COM	$23	0.0%Prev: 0.0%	278 SH	Decreased
CINTAS CORP	COM	$33	0.0%Prev: 0.0%	180 SH	Decreased
CISCO SYS INC	COM	$111	0.0%Prev: 0.0%	1,449 SH	Increased
CONSTELLATION ENERGY CORP	COM	$82	0.0%Prev: 0.0%	232 SH	Increased
CURTISS WRIGHT CORP	COM	$192	0.1%Prev: 0.1%	350 SH	Increased
DANAHER CORPORATION	COM	$11	0.0%Prev: 0.0%	50 SH	Increased
DELTA AIR LINES INC DEL	COM NEW	$52	0.0%Prev: 0.0%	759 SH	Increased
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$32	0.0%	659 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$79	0.0%Prev: 0.0%	1,699 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$660	0.3%Prev: 0.3%	16,680 SH	Increased
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$9	0.0%	282 SH	New
DISNEY WALT CO	COM	$11	0.0%Prev: 0.0%	100 SH
DOMINION ENERGY INC	COM	$115	0.0%Prev: 0.1%	1,967 SH	Decreased
EA SERIES TRUST	STANCE SUSTAINAB	$41	0.0%	1,513 SH	New
EATON CORP PLC	SHS	$40	0.0%Prev: 0.0%	126 SH	Decreased
ELEVANCE HEALTH INC	COM	$82	0.0%Prev: 0.0%	236 SH	Increased
EXELON CORP	COM	$33	0.0%Prev: 0.0%	760 SH	Decreased
EXTRA SPACE STORAGE INC	COM	$6	0.0%Prev: 0.0%	50 SH	Decreased
EXXON MOBIL CORP	COM	$596	0.3%Prev: 0.2%	4,955 SH	Increased+1 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$49	0.0%Prev: 0.0%	456 SH	Decreased
FORD MTR CO	COM	$9	0.0%Prev: 0.0%	700 SH	Increased
FORTINET INC	COM	$30	0.0%Prev: 0.0%	390 SH	Decreased
GE AEROSPACE	COM NEW	$29	0.0%Prev: 0.0%	95 SH	Increased
GE VERNOVA INC	COM	$15	0.0%Prev: 0.0%	23 SH	Increased
GENWORTH FINL INC	COM SHS	$1K	0.5%Prev: 0.5%	121,849 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2	0.0%Prev: 0.0%	17 SH
HCA HEALTHCARE INC	COM	$5	0.0%Prev: 0.1%	11 SH	Decreased-344 SH
HERSHEY CO	COM	$69	0.0%Prev: 0.0%	381 SH	Decreased
HOME DEPOT INC	COM	$89	0.0%Prev: 0.1%	260 SH	Decreased-180 SH
HONEYWELL INTL INC	COM	$26	0.0%Prev: 0.0%	136 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$29	0.0%Prev: 0.0%	100 SH	Increased
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$32	0.0%Prev: 0.0%	206 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$2K	0.7%Prev: 0.7%	24,300 SH	Increased
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
ISHARES INC	CORE MSCI EMKT	$20	0.0%Prev: 0.0%	300 SH	Increased
ISHARES TR	CORE INTL AGGR	$2K	0.8%Prev: 0.0%	36,482 SH	Increased+35,660 SH
ISHARES TR	CORE S&P MCP ETF	$37	0.0%Prev: 0.0%	565 SH
ISHARES TR	CORE S&P SCP ETF	$53	0.0%Prev: 0.0%	444 SH	Increased
ISHARES TR	CORE S&P500 ETF	$68	0.0%Prev: 0.0%	100 SH	Increased
ISHARES TR	ESG AW MSCI EAFE	$61	0.0%Prev: 0.0%	650 SH	Increased
ISHARES TR	GLOBAL 100 ETF	$2	0.0%Prev: 0.0%	19 SH
ISHARES TR	IBOXX INV CP ETF	$41	0.0%	374 SH	New
ISHARES TR	MRNING SM CP ETF	$8	0.0%	130 SH	New
ISHARES TR	MSCI INTL QUALTY	$1	0.0%	22 SH	New
ISHARES TR	RUS 1000 VAL ETF	$14	0.0%Prev: 0.0%	71 SH
ISHARES TR	U.S. FINLS ETF	$41	0.0%Prev: 0.0%	319 SH	Increased+2 SH
ISHARES TR	U.S. TECH ETF	$28	0.0%Prev: 0.0%	142 SH
JACOBS SOLUTIONS INC	COM	$79	0.0%Prev: 0.0%	600 SH	Decreased
JOHNSON & JOHNSON	COM	$83	0.0%Prev: 0.0%	403 SH	Increased
JPMORGAN CHASE & CO.	COM	$209	0.1%Prev: 0.1%	651 SH	Increased
KIMBERLY-CLARK CORP	COM	$160	0.1%Prev: 0.1%	1,567 SH	Decreased
KINSALE CAP GROUP INC	COM	$77	0.0%Prev: 0.0%	199 SH	Decreased
LINDE PLC	SHS	$33	0.0%Prev: 0.0%	79 SH	Decreased
LISTED FDS TR	ROUNDHILL BALL	$11	0.0%Prev: 0.0%	600 SH	Decreased
LOCKHEED MARTIN CORP	COM	$63	0.0%Prev: 0.0%	132 SH	Decreased
LOWES COS INC	COM	$126	0.1%Prev: 0.1%	522 SH	Decreased
MARKEL GROUP INC	COM	$166	0.1%Prev: 0.1%	77 SH	Increased+1 SH
MASTEC INC	COM	$3	0.0%Prev: 0.0%	15 SH
MASTERCARD INCORPORATED	CL A	$112	0.0%Prev: 0.1%	197 SH	Decreased-8 SH
MCKESSON CORP	COM	$68	0.0%Prev: 0.0%	83 SH	Increased
MICROSOFT CORP	COM	$157	0.1%Prev: 0.1%	326 SH	Decreased-148 SH
NISOURCE INC	COM	$247	0.1%Prev: 0.1%	5,932 SH	Decreased
NUSHARES ETF TR	NUVEEN ESG EMRGN	$2K	1.0%Prev: 1.0%	63,377 SH	Increased+2,892 SH
NUSHARES ETF TR	NUVEEN ESG INTL	$7K	2.9%Prev: 3.1%	187,792 SH	Decreased+5,667 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$3K	1.3%Prev: 1.4%	31,757 SH	Decreased-154 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$3K	1.2%Prev: 1.2%	61,179 SH	Increased-91 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$715	0.3%Prev: 0.3%	16,029 SH	Increased+44 SH
NUSHARES ETF TR	NUVEEN ESG US	$3K	1.2%Prev: 1.2%	123,622 SH	Increased+2,191 SH
NUTRIEN LTD	COM	$53	0.0%Prev: 0.0%	867 SH	Increased
OLD REP INTL CORP	COM	$350	0.2%Prev: 0.1%	7,682 SH	Increased
ORACLE CORP	COM	$74	0.0%Prev: 0.0%	380 SH	Decreased
PAYCHEX INC	COM	$30	0.0%Prev: 0.0%	275 SH	Decreased
PEPSICO INC	COM	$76	0.0%Prev: 0.0%	526 SH	Increased
PHILLIPS 66	COM	$48	0.0%Prev: 0.0%	373 SH	Decreased
PPL CORP	COM	$42	0.0%Prev: 0.0%	1,223 SH	Decreased
PRICE T ROWE GROUP INC	COM	$74	0.0%Prev: 0.0%	728 SH	Increased
RIVIAN AUTOMOTIVE INC	COM CL A	$19	0.0%Prev: 0.0%	1,006 SH	Increased
SALESFORCE INC	COM	$13	0.0%Prev: 0.0%	50 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$175	0.1%Prev: 0.1%	5,374 SH	Increased+517 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$277	0.1%Prev: 0.1%	11,562 SH	Increased+815 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$205	0.1%Prev: 0.1%	8,810 SH	Increased+1,174 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$17	0.0%Prev: 0.0%	657 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$85	0.0%Prev: 0.0%	2,618 SH	Increased
SCHWAB STRATEGIC TR	US LCAP VA ETF	$12	0.0%	420 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2K	0.7%Prev: 0.7%	58,899 SH	Increased+3,126 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$126	0.1%Prev: 0.1%	4,191 SH	Increased
SCHWAB STRATEGIC TR	US REIT ETF	$9	0.0%	457 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$81	0.0%Prev: 0.0%	2,864 SH	Increased+720 SH
SEI INVTS CO	COM	$71	0.0%Prev: 0.0%	873 SH	Decreased
SPDR GOLD TR	GOLD SHS	$11	0.0%	28 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$122	0.1%Prev: 0.1%	179 SH	Increased
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$32	0.0%Prev: 0.0%	54 SH
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$24	0.0%	249 SH	New
STARBUCKS CORP	COM	$32	0.0%Prev: 0.0%	383 SH
STRYKER CORPORATION	COM	$105	0.0%Prev: 0.0%	300 SH	Decreased
SYNCHRONY FINANCIAL	COM	$6	0.0%Prev: 0.0%	74 SH	Increased
TCW ETF TRUST	HIGH YIELD BOND	$67	0.0%Prev: 0.0%	2,245 SH	Decreased
TELEDYNE TECHNOLOGIES INC	COM	$127	0.1%Prev: 0.1%	250 SH	Decreased
TESLA INC	COM	$12	0.0%Prev: 0.0%	27 SH	Decreased-165 SH
THERMO FISHER SCIENTIFIC INC	COM	$92	0.0%Prev: 0.0%	160 SH	Increased
TRUIST FINL CORP	COM	$73	0.0%Prev: 0.1%	73,840 SH	Decreased-930 SH
UNION PAC CORP	COM	$472	0.2%Prev: 0.2%	2,042 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$7	0.0%Prev: 0.0%	79 SH	Increased
UNITEDHEALTH GROUP INC	COM	$24	0.0%Prev: 0.0%	75 SH	Decreased
VANGUARD BD INDEX FDS	INTERMED TERM	$8K	3.5%Prev: 3.5%	103,833 SH	Increased+5,129 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$9K	3.9%Prev: 4.2%	127,930 SH	Decreased-2,065 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$18K	8.0%Prev: 7.9%	233,077 SH	Increased+11,098 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$747	0.3%Prev: 0.0%	10,092 SH	Increased+10,072 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$22K	9.6%Prev: 10.4%	458,070 SH	Decreased-10,424 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$104	0.0%Prev: 0.0%	498 SH
VANGUARD INDEX FDS	GROWTH ETF	$35K	15.0%Prev: 15.1%	71,017 SH	Increased+1,536 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$657	0.3%Prev: 0.2%	2,087 SH	Increased+302 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$667	0.3%Prev: 0.3%	2,389 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$404	0.2%Prev: 0.2%	1,394 SH	Decreased
VANGUARD INDEX FDS	REAL ESTATE ETF	$10	0.0%Prev: 0.0%	116 SH	Increased+96 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2K	0.7%Prev: 0.7%	2,498 SH	Increased+19 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8K	3.6%Prev: 3.5%	31,866 SH	Increased+959 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$200	0.1%Prev: 0.1%	39,187 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$25K	10.9%Prev: 10.7%	131,486 SH	Increased+3,574 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$16	0.0%Prev: 0.0%	220 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$121	0.1%Prev: 0.1%	1,649 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14K	6.1%Prev: 6.2%	263,963 SH	Increased+11,109 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2	0.0%	45 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$291	0.1%Prev: 0.1%	2,066 SH	Increased+9 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$869	0.4%Prev: 0.4%	17,288 SH	Increased+1,516 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$10K	4.4%Prev: 4.4%	217,033 SH	Increased+8,506 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$365	0.2%Prev: 0.2%	4,578 SH	Increased+124 SH
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$75	0.0%Prev: 0.0%	1,101 SH
VANGUARD STAR FDS	VG TL INTL STK F	$669	0.3%Prev: 0.3%	8,875 SH	Increased+105 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$38K	16.3%Prev: 15.9%	601,143 SH	Increased+14,392 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1	0.0%Prev: 0.0%	15 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$240	0.1%Prev: 0.1%	1,678 SH	Increased
VANGUARD WORLD FD	ESG US STK ETF	$24	0.0%Prev: 0.0%	199 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$33	0.0%	45 SH	New
VERIZON COMMUNICATIONS INC	COM	$6	0.0%Prev: 0.0%	157 SH
VISA INC	COM CL A	$133	0.1%Prev: 0.1%	381 SH	Increased
WALMART INC	COM	$421	0.2%Prev: 0.2%	3,779 SH	Increased
WELLS FARGO CO NEW	COM	$403	0.2%Prev: 0.2%	4,334 SH	Increased
WILLIAMS SONOMA INC	COM	$23	0.0%Prev: 0.0%	132 SH	Decreased

Sold (vs prior filing)

ADOBE INC — $20
COSTCO WHSL CORP NEW — $25
TOTALENERGIES SE — $25
UNILEVER PLC — $41

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