Evolution Advisers, Inc.

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

Import this data to Google Sheets with:

=jivedata("evolution-advisers-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $272K203 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1	0.0%	5 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$24	0.0%Prev: 0.0%	193 SH	Decreased+1 SH
ACUSHNET HLDGS CORP	COM	$12	0.0%Prev: 0.0%	105 SH	Increased+2 SH
ADVANCED MICRO DEVICES INC	COM	$2	0.0%	4 SH	New
ALPHABET INC	CAP STK CL A	$648	0.2%Prev: 0.1%	1,813 SH	Increased+513 SH
ALPHABET INC	CAP STK CL C	$216	0.1%Prev: 0.1%	613 SH	Increased+13 SH
ALTRIA GROUP INC	COM	$41	0.0%Prev: 0.0%	578 SH	Increased+304 SH
AMAZON COM INC	COM	$408	0.1%Prev: 0.1%	1,715 SH	Increased+672 SH
AMENTUM HOLDINGS INC	COM	$13	0.0%Prev: 0.0%	650 SH	Decreased+14 SH
AMERICAN WTR WKS CO INC NEW	COM	$2	0.0%Prev: 0.0%	17 SH	Decreased-63 SH
AMGEN INC	COM	$73	0.0%Prev: 0.0%	202 SH	Increased+2 SH
AMPHENOL CORP NEW	CL A	$1	0.0%	10 SH	New
APPLE INC	COM	$2K	0.6%Prev: 0.5%	5,442 SH	Increased+176 SH
APPLOVIN CORP	COM CL A	$1	0.0%	2 SH	New
ARCOSA INC	COM	$1	0.0%	8 SH	New
ARES CAPITAL CORP	COM	$5	0.0%Prev: 0.0%	318 SH	Decreased
AT&T INC	COM	$10	0.0%Prev: 0.0%	516 SH	Decreased-78 SH
AUTOMATIC DATA PROCESSING IN	COM	$39	0.0%Prev: 0.0%	177 SH	Decreased+1 SH
AXOS FINANCIAL INC	COM	$1	0.0%	12 SH	New
BANK AMERICA CORP	COM	$37	0.0%Prev: 0.0%	661 SH	Increased+536 SH
BEACON FINANCIAL CORP.	COM	$1	0.0%	33 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$455	0.2%Prev: 0.2%	911 SH	Increased+6 SH
BRINKER INTL INC	COM	$1	0.0%	7 SH	New
BROADCOM INC	COM	$174	0.1%Prev: 0.1%	463 SH	Increased+13 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$1	0.0%Prev: 0.0%	80 SH
CAPITAL ONE FINL CORP	COM	$57	0.0%Prev: 0.0%	286 SH	Decreased-112 SH
CATERPILLAR INC	COM	$1	0.0%	1 SH	New
CHEVRON CORP NEW	COM	$51	0.0%Prev: 0.0%	310 SH	Increased+210 SH
CHURCH & DWIGHT CO INC	COM	$27	0.0%Prev: 0.0%	283 SH	Increased+5 SH
CINTAS CORP	COM	$30	0.0%Prev: 0.0%	180 SH	Decreased
CISCO SYS INC	COM	$171	0.1%Prev: 0.0%	1,457 SH	Increased+8 SH
CONSTELLATION ENERGY CORP	COM	$58	0.0%Prev: 0.0%	233 SH	Decreased+1 SH
CURTISS WRIGHT CORP	COM	$265	0.1%Prev: 0.1%	350 SH	Increased
DANAHER CORPORATION	COM	$9	0.0%Prev: 0.0%	50 SH
DELTA AIR LINES INC DEL	COM NEW	$71	0.0%Prev: 0.0%	759 SH	Increased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$6	0.0%	160 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$87	0.0%Prev: 0.0%	1,699 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$739	0.3%Prev: 0.3%	16,680 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$20	0.0%	288 SH	New
DISNEY WALT CO	COM	$10	0.0%Prev: 0.0%	105 SH	Decreased+5 SH
DOMINION ENERGY INC	COM	$278	0.1%Prev: 0.1%	4,084 SH	Increased+2,117 SH
EATON CORP PLC	SHS	$54	0.0%Prev: 0.0%	128 SH	Increased+2 SH
ELEVANCE HEALTH INC FORMERLY	COM	$108	0.0%	281 SH	New
ELI LILLY & CO	COM	$3	0.0%	3 SH	New
ENOVA INTL INC	COM	$1	0.0%	7 SH	New
ENPRO INC	COM	$1	0.0%	3 SH	New
EQUINIX INC	COM	$1	0.0%	1 SH	New
ESCO TECHNOLOGIES INC	COM	$1	0.0%	3 SH	New
EXELON CORP	COM	$35	0.0%Prev: 0.0%	760 SH	Increased
EXTRA SPACE STORAGE INC	COM	$7	0.0%Prev: 0.0%	50 SH
FIRST BANCORP P R	COM NEW	$1	0.0%	45 SH	New
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$49	0.0%Prev: 0.0%	456 SH
FORD MTR CO	COM	$9	0.0%Prev: 0.0%	708 SH	Increased+8 SH
FORMFACTOR INC	COM	$1	0.0%	10 SH	New
FORTINET INC	COM	$60	0.0%Prev: 0.0%	393 SH	Increased+3 SH
GE AEROSPACE	COM NEW	$36	0.0%Prev: 0.0%	97 SH	Increased+2 SH
GE VERNOVA INC	COM	$27	0.0%Prev: 0.0%	23 SH	Increased
GENWORTH FINL INC	COM SHS	$2K	0.6%Prev: 0.8%	170,221 SH	Decreased-47,614 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2	0.0%Prev: 0.0%	17 SH
GRANITE CONSTR INC	COM	$1	0.0%	10 SH	New
HCA HEALTHCARE INC	COM	$4	0.0%Prev: 0.1%	12 SH	Decreased-343 SH
HERSHEY CO	COM	$66	0.0%Prev: 0.0%	381 SH	Increased
HOME DEPOT INC	COM	$93	0.0%Prev: 0.1%	264 SH	Decreased-176 SH
INTEL CORP	COM	$1	0.0%	11 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$28	0.0%Prev: 0.0%	101 SH	Decreased+1 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$71	0.0%	406 SH	New
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$2K	0.7%Prev: 0.7%	23,796 SH	Increased-504 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$2	0.0%Prev: 0.0%	18 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$16	0.0%	22 SH	New
ISHARES INC	CORE MSCI EMKT	$24	0.0%Prev: 0.0%	300 SH	Increased
ISHARES TR	0-5YR HI YL CP	$100	0.0%	2,376 SH	New
ISHARES TR	BROAD USD HIGH	$10	0.0%	279 SH	New
ISHARES TR	CORE INTL AGGR	$584	0.2%Prev: 0.0%	11,557 SH	Increased+10,735 SH
ISHARES TR	CORE MSCI EAFE	$24	0.0%	253 SH	New
ISHARES TR	CORE S&P MCP ETF	$2	0.0%Prev: 0.0%	35 SH	Decreased-530 SH
ISHARES TR	CORE S&P SCP ETF	$70	0.0%Prev: 0.0%	474 SH	Increased+30 SH
ISHARES TR	CORE S&P500 ETF	$95	0.0%Prev: 0.0%	128 SH	Increased+28 SH
ISHARES TR	CORE US AGGBD ET	$89	0.0%	900 SH	New
ISHARES TR	ESG AW MSCI EAFE	$66	0.0%Prev: 0.0%	650 SH	Increased
ISHARES TR	ESG MSCI KLD 400	$187	0.1%	1,314 SH	New
ISHARES TR	ESG OPTIMIZED	$129	0.0%	842 SH	New
ISHARES TR	GLOBAL 100 ETF	$2	0.0%Prev: 0.0%	19 SH
ISHARES TR	MBS ETF	$80	0.0%	849 SH	New
ISHARES TR	MSCI INTL QUALTY	$1	0.0%	22 SH	New
ISHARES TR	RUS 1000 ETF	$55	0.0%	135 SH	New
ISHARES TR	RUS 1000 VAL ETF	$17	0.0%Prev: 0.0%	71 SH	Increased
ISHARES TR	RUS MID CAP ETF	$38	0.0%	350 SH	New
ISHARES TR	TIPS BD ETF	$4	0.0%	42 SH	New
ISHARES TR	U.S. FINLS ETF	$40	0.0%	319 SH	New
ISHARES TR	U.S. TECH ETF	$31	0.0%	124 SH	New
JACOBS SOLUTIONS INC	COM	$75	0.0%Prev: 0.0%	600 SH	Decreased
JOHNSON & JOHNSON	COM	$129	0.0%Prev: 0.0%	509 SH	Increased+107 SH
JPMORGAN CHASE & CO.	COM	$216	0.1%Prev: 0.1%	660 SH	Increased+9 SH
KIMBERLY-CLARK CORP	COM	$174	0.1%Prev: 0.1%	1,569 SH	Decreased+2 SH
KLA CORP	COM NEW	$3	0.0%	10 SH	New
LAM RESEARCH CORP	COM NEW	$3	0.0%	7 SH	New
LINDE PLC	SHS	$36	0.0%	71 SH	New
LISTED FDS TR	ROUNDHILL BALL	$11	0.0%	600 SH	New
LOCKHEED MARTIN CORP	COM	$44	0.0%Prev: 0.0%	87 SH	Decreased-45 SH
LOWES COS INC	COM	$114	0.0%Prev: 0.0%	520 SH	Increased+107 SH
MAGNUM ICE CREAM CO NV	ORD SHS	$2	0.0%	140 SH	New
MARATHON PETE CORP	COM	$1	0.0%	5 SH	New
MARKEL GROUP INC	COM	$154	0.1%Prev: 0.1%	79 SH	Increased+3 SH
MASTERCARD INCORPORATED	CL A	$52	0.0%Prev: 0.1%	102 SH	Decreased-103 SH
MAXLINEAR INC	COM	$1	0.0%	9 SH	New
META PLATFORMS INC	CL A	$3	0.0%	6 SH	New
MICRON TECHNOLOGY INC	COM	$5	0.0%	5 SH	New
MICROSOFT CORP	COM	$129	0.0%Prev: 0.1%	348 SH	Decreased-42 SH
MOLINA HEALTHCARE INC	COM	$1	0.0%	6 SH	New
MONOLITHIC PWR SYS INC	COM	$1	0.0%	1 SH	New
MORGAN STANLEY	COM NEW	$1	0.0%	5 SH	New
MYR GROUP INC DEL	COM	$1	0.0%	3 SH	New
NISOURCE INC	COM	$282	0.1%Prev: 0.1%	5,932 SH	Increased
NORTHROP GRUMMAN CORP	COM	$25	0.0%	51 SH	New
NUSHARES ETF TR	NUVEEN ESG EMRGN	$3K	1.1%Prev: 1.0%	71,718 SH	Increased+11,063 SH
NUSHARES ETF TR	NUVEEN ESG INTL	$8K	3.1%Prev: 3.2%	208,235 SH	Increased+24,953 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$5K	1.8%Prev: 1.5%	42,779 SH	Increased+11,126 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$4K	1.4%Prev: 1.3%	75,631 SH	Increased+14,209 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1K	0.4%Prev: 0.3%	20,350 SH	Increased+4,395 SH
NUSHARES ETF TR	NUVEEN ESG US	$3K	1.0%Prev: 1.3%	125,902 SH	Increased+9,866 SH
NUTRIEN LTD	COM	$54	0.0%Prev: 0.0%	867 SH	Increased
NVIDIA CORPORATION	COM	$14	0.0%	70 SH	New
OLD REP INTL CORP	COM	$314	0.1%Prev: 0.1%	7,684 SH	Increased+2 SH
ORACLE CORP	COM	$56	0.0%Prev: 0.0%	384 SH	Decreased+4 SH
OUTFRONT MEDIA INC	COM NEW	$1	0.0%	39 SH	New
PAYCHEX INC	COM	$27	0.0%Prev: 0.0%	278 SH	Decreased+3 SH
PEPSICO INC	COM	$71	0.0%Prev: 0.0%	528 SH	Increased+2 SH
PHILLIPS 66	COM	$60	0.0%Prev: 0.0%	355 SH	Increased-18 SH
PITNEY BOWES INC	COM	$1	0.0%	61 SH	New
POWELL INDS INC	COM	$1	0.0%	5 SH	New
PPL CORP	COM	$44	0.0%Prev: 0.0%	1,223 SH	Increased
PRICE T ROWE GROUP INC	COM	$82	0.0%Prev: 0.0%	728 SH	Increased
PROCTER AND GAMBLE CO	COM	$18	0.0%Prev: 0.0%	123 SH	Decreased-420 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$113	0.0%	2,129 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$17	0.0%Prev: 0.0%	1,016 SH	Increased+10 SH
SANMINA CORPORATION	COM	$1	0.0%	7 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$177	0.1%Prev: 0.1%	4,908 SH	Increased-49 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$498	0.2%	9,453 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$433	0.2%Prev: 0.1%	15,645 SH	Increased+4,309 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$151	0.1%	3,153 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$176	0.1%Prev: 0.1%	7,636 SH	Decreased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$19	0.0%Prev: 0.0%	657 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$392	0.1%Prev: 0.0%	11,589 SH	Increased+8,557 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$219	0.1%	6,306 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$3K	1.1%Prev: 0.7%	103,898 SH	Increased+48,125 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$154	0.1%Prev: 0.1%	4,191 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$114	0.0%Prev: 0.0%	3,165 SH	Increased+1,009 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$277	0.1%	10,474 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1	0.0%	2 SH	New
SEI INVTS CO	COM	$76	0.0%Prev: 0.0%	873 SH	Decreased
SEMTECH CORP	COM	$1	0.0%	8 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$133	0.0%Prev: 0.1%	179 SH	Increased
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$37	0.0%Prev: 0.0%	54 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$1	0.0%	15 SH	New
STARBUCKS CORP	COM	$39	0.0%Prev: 0.0%	386 SH	Increased+3 SH
STRYKER CORPORATION	COM	$94	0.0%Prev: 0.1%	301 SH	Decreased+1 SH
SYNCHRONY FINANCIAL	COM	$5	0.0%Prev: 0.0%	76 SH	Increased+2 SH
TELEDYNE TECHNOLOGIES INC	COM	$166	0.1%Prev: 0.1%	250 SH	Increased
TESLA INC	COM	$14	0.0%Prev: 0.0%	35 SH	Decreased-216 SH
THERMO FISHER SCIENTIFIC INC	COM	$80	0.0%Prev: 0.0%	161 SH	Increased+1 SH
TOTALENERGIES SE	ACT	$32	0.0%	424 SH	New
UNILEVER PLC	SPON ADR NEW	$37	0.0%Prev: 0.0%	622 SH	Decreased-78 SH
UNION PAC CORP	COM	$532	0.2%Prev: 0.2%	1,957 SH	Increased-85 SH
UNITED PARCEL SERVICE INC	CL B	$8	0.0%Prev: 0.0%	79 SH	Increased
UNITEDHEALTH GROUP INC	COM	$32	0.0%Prev: 0.0%	78 SH	Increased+3 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$9K	3.4%Prev: 3.3%	119,149 SH	Increased+31,014 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$10K	3.8%Prev: 4.2%	150,385 SH	Increased+28,052 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$21K	7.7%Prev: 8.0%	269,333 SH	Increased+62,523 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$728	0.3%Prev: 0.0%	9,918 SH	Increased+9,898 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$579	0.2%	11,650 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$27K	9.8%Prev: 10.8%	553,304 SH	Increased+109,431 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$122	0.0%Prev: 0.0%	498 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$38K	14.0%Prev: 14.5%	442,641 SH	Increased+375,187 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$624	0.2%Prev: 0.3%	1,816 SH	Increased+4 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$731	0.3%Prev: 0.3%	2,389 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$427	0.2%Prev: 0.2%	5,304 SH	Increased+3,889 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1	0.0%Prev: 0.0%	20 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2K	0.8%Prev: 0.7%	3,277 SH	Increased+829 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$148	0.1%	610 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$10K	3.8%Prev: 3.4%	33,903 SH	Increased+4,967 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$218	0.1%Prev: 0.1%	40,329 SH	Increased+1,142 SH
VANGUARD INDEX FDS	VALUE ETF	$29K	10.6%Prev: 11.0%	132,861 SH	Increased+6,838 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$159	0.1%	2,113 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$138	0.1%Prev: 0.1%	1,649 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$17K	6.2%Prev: 6.0%	280,908 SH	Increased+34,666 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$385	0.1%Prev: 0.1%	2,454 SH	Increased+412 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$993	0.4%Prev: 0.4%	19,636 SH	Increased+3,776 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$113	0.0%	1,370 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$280	0.1%	4,761 SH	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$12K	4.3%Prev: 4.5%	247,486 SH	Increased+48,003 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$563	0.2%Prev: 0.2%	7,134 SH	Increased+2,680 SH
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$77	0.0%Prev: 0.0%	1,132 SH	Increased+116 SH
VANGUARD STAR FDS	VG TL INTL STK F	$728	0.3%Prev: 0.3%	8,524 SH	Increased-319 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$44K	16.1%Prev: 15.5%	616,125 SH	Increased+59,835 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$138	0.1%	2,053 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$247	0.1%Prev: 0.1%	1,569 SH	Increased-260 SH
VANGUARD WORLD FD	ESG US STK ETF	$26	0.0%Prev: 0.0%	199 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$6	0.0%Prev: 0.0%	163 SH
VISA INC	COM CL A	$133	0.0%Prev: 0.1%	388 SH	Decreased+7 SH
WALMART INC	COM	$301	0.1%Prev: 0.2%	2,658 SH	Decreased-798 SH
WELLS FARGO CO NEW	COM	$358	0.1%Prev: 0.2%	4,342 SH	Increased+8 SH
WESTERN DIGITAL CORP	COM	$1	0.0%	2 SH	New
WILLIAMS SONOMA INC	COM	$30	0.0%Prev: 0.0%	132 SH	Increased

Sold (vs prior filing)

ADOBE INC — $46
BAXTER INTL INC — $3
COSTCO WHSL CORP NEW — $27
ELEVANCE HEALTH INC — $91
EXXON MOBIL CORP — $521
HONEYWELL INTL INC — $31
KINSALE CAP GROUP INC — $96
LISTED FD TR — $10
MASTEC INC — $1
MCKESSON CORP — $60
SALESFORCE INC — $13
TOTALENERGIES SE — $26
TRUIST FINL CORP — $113

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