Evolution Advisers, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Evolution Advisers, Inc. 13F Holdings
CIK 0001906967 · RICHMOND, VA
As of Jun 30, 2025, Evolution Advisers, Inc. reported
156 positions worth $204.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 556,290 | $31.7K | 15.55% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 67,454 | $29.6K | 14.52% |
| VANGUARD VALUE INDEX FUND | VTV | — | 126,023 | $22.4K | 10.98% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 443,873 | $22.0K | 10.77% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 206,810 |
|
6.3K7.98% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 246,242 |
2.2K | 5.97% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 199,483 | $9.2K | 4.53% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 122,333 | $8.5K | 4.17% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 28,936 | $6.9K | 3.37% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 88,135 | $6.8K | 3.34% |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | NUDM | — | 183,282 | $6.5K | 3.19% |
| NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | — | 31,653 | $3.0K | 1.46% |
| NUSHARES ETF TR | NUBD | — | 116,036 | $2.6K | 1.27% |
| NUVEEN ESG LARGE-CAP VALUE ETF | NULV | — | 61,422 | $2.6K | 1.26% |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | NUEM | — | 60,655 | $2.0K | 0.99% |
| GENWORTH FINANCIAL INC | GNW | Financial Services | 217,835 |
.7K | 0.84% |
| INVESCO LARGE CAP VALUE ETF | PWV | — | 24,300 |
.5K | 0.74% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,448 |
.4K | 0.68% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 55,773 |
.4K | 0.67% |
| APPLE INC | AAPL | Technology | 5,266 |
.1K | 0.53% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 15,860 | $777.0 | 0.38% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 2,389 | $680.0 | 0.33% |
| NUVEEN ESG SMALL-CAP ETF | NUSC | — | 15,955 | $650.0 | 0.32% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 8,843 | $610.0 | 0.30% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 16,680 | $597.0 | 0.29% |