13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001906967
Total reported value
$272.1K
$272.1K
161 檔
41526.0%
As reported in its official Q1 2025 Form 13F filing, Evolution Advisers, Inc.'s tracked investment portfolio stood at $272.1K with 161 total positions.
In Q1 2025, Evolution Advisers, Inc. adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 28 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.06% | -0.01% | +4.13% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.46% | +0.81% | +8.43% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 11.62% | -0.17% | +6.04% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.05% | +0.71% | +3.01% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.27% | -0.65% | +5.73% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.93% | +0.08% | +5.50% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.80% | -0.34% | +18.34% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.39% | -0.02% | +24.27% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.37% | +0.20% | +12.35% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.34% | -0.22% | +12.48% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.05% | -0.11% | +27.14% | |
| 12 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.35% | -0.17% | +63.04% | |
| 13 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.32% | +0.22% | -0.71% | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.31% | -0.06% | +8.80% | |
| 15 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.93% | +0.02% | +28.06% | |
| 16 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.76% | -0.04% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.20% | -50.56% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.65% | +0.52% | -0.20% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.64% | — | — | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.05% | -21.09% | |
| 21 | GNW | Genworth Financial Inc | Stock-Financials | 0.36% | +0.03% | +134.13% | |
| 22 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.32% | +0.01% | +2.89% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.31% | +0.01% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.35% | EXIT | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | — | — | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.29% | -0.01% | +51.65% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.27% | -0.01% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | -0.77% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.24% | — | +2284.21% | |
| 30 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.20% | — | +452.64% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | — | +1099.15% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.18% | +0.06% | — | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.17% | -1.49% | — | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.02% | -7.69% | |
| 35 | ORI | Old Republic Intl CORP | Stock-Financials | 0.16% | -0.01% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.09% | -0.43% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | +0.02% | -10.77% | |
| 38 | NI | Nisource Inc | Stock-Utilities | 0.12% | -0.02% | — | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.12% | -0.01% | -1.08% | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.12% | — | — | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.12% | +0.05% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.08% | -2.44% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.02% | -1.60% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.09% | -0.01% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | -3.57% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | -0.01% | -2.65% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | -0.91% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | — | |
| 49 | MKL | Markel Group Inc | Stock-Financials | 0.07% | — | +1.35% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.8% | +4.13% | Add |
| 2 | BLV | Vanguard Long-term Bond ETF | +0.8% | +24.27% | Add |
| 3 | NUDM | Nuveen Esg Intl Devel Mrk Eq | +0.7% | +27.14% | Add |
| 4 | VMBS | Vanguard Mortgage-backed Sec | +0.7% | +18.34% | Add |
| 5 | NUBD | Nuveen Esg US Aggregate Bond | +0.5% | +63.04% | Add |
| 6 | BIV | Vanguard Intermediate-term B | +0.3% | +12.48% | Add |
| 7 | VV | Vanguard Large-cap ETF | +0.2% | +2284.21% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +5.50% | Add |
| 9 | GNW | Genworth Financial Inc | +0.2% | +134.13% | Add |
| 10 | NUEM | Nuveen Esg Emerging Markets | +0.2% | +28.06% | Add |
| 11 | BSV | Vanguard Short-term Bond ETF | +0.2% | +5.73% | Add |
| 12 | VO | Vanguard Mid-cap ETF | +0.2% | +1099.15% | Add |
| 13 | BNDW | Vanguard Total World Bond Et | +0.2% | +452.64% | Add |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | +0.1% | +8.80% | Add |
| 15 | VXUS | Vanguard Total Intl Stock | +0.1% | +51.65% | Add |
| 16 | VTV | Vanguard Value ETF | +0.1% | +6.04% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.77% | Trim |
| 18 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 19 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
| 20 | HCA | Hca Healthcare Inc | 0% | — | Unchanged |
| 21 | JNJ | Johnson & Johnson | 0% | +9.47% | Add |
| 22 | SCHF | Schwab Intl Equity ETF | 0% | — | Unchanged |
| 23 | PG | Procter & Gamble Co/the | 0% | +14.00% | Add |
| 24 | RIVN | Rivian Automotive Inc-a | 0% | +292.97% | Add |
| 25 | TDY | Teledyne Technologies Inc | 0% | — | Unchanged |
| 26 | PSX | Phillips 66 | 0% | -0.74% | Trim |
| 27 | PWV | Invesco Large Cap Value ETF | — | — | Unchanged |
| 28 | ORI | Old Republic Intl CORP | — | — | Unchanged |
| 29 | NI | Nisource Inc | — | — | Unchanged |
| 30 | UNP | Union Pacific CORP | — | — | Unchanged |
| 31 | ELV | Elevance Health Inc | — | — | Unchanged |
| 32 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 33 | MKL | Markel Group Inc | — | +1.35% | Add |
| 34 | DAL | Delta Air Lines Inc | — | — | Unchanged |
| 35 | AMGN | Amgen Inc | — | — | Unchanged |
| 36 | ORCL | Oracle CORP | — | — | Unchanged |
| 37 | MCK | Mckesson CORP | — | — | Unchanged |
| 38 | J | Jacobs Solutions Inc | — | — | Unchanged |
| 39 | SCHM | Schwab US Mid Cap ETF | — | — | Unchanged |
| 40 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 41 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 42 | IBM | Intl Business Machines CORP | — | +9.00% | Add |
| 43 | EXC | Exelon CORP | — | — | Unchanged |
| 44 | ITW | Illinois Tool Works | — | EXIT | Sold out |
| 45 | CVX | Chevron CORP | — | +13.64% | Add |
| 46 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 47 | SO | Southern Co/the | — | NEW | New buy |
| 48 | SEIC | Sei Investments Company | — | — | Unchanged |
| 49 | T | At&t Inc | — | +9.15% | Add |
| 50 | NTR | Nutrien LTD | — | — | Unchanged |
According to official SEC Form 13F filings, Evolution Advisers, Inc. reported a total U.S. public equity portfolio value of $272.1K across 161 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 41526.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SO
市值: $5.0K
Top Position Liquidated / Trimmed
TGT
前期市值: $19.0K
During Q1 2025, Evolution Advisers, Inc.'s top holdings by market value included VEA (15.1%)、VUG (13.5%)、VTV (11.6%). The largest single position, VEA, represented 15.1% of total portfolio value.
In Q1 2025, Evolution Advisers, Inc. made 91 total portfolio adjustments, initiating 5 new buys, adding to 34 positions, trimming 24 holdings, and fully liquidating 28 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.