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CIK: 0001906967
Total reported value
$272.1K
$272.1K
156 檔
44829.2%
During the Q2 2025 filing period, Evolution Advisers, Inc. (CIK: 0001906967) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $272.1K across 156 reported positions.
In Q2 2025, Evolution Advisers, Inc. adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.55% | -0.01% | -2.16% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 14.52% | +0.81% | -8.97% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.98% | -0.17% | -4.91% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 10.77% | +0.71% | +2.71% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.98% | -0.65% | +1.97% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.97% | +0.08% | -1.86% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.53% | -0.34% | +0.70% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.17% | -0.02% | +2.23% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.37% | +0.20% | -3.82% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.34% | -0.22% | +5.05% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.19% | -0.11% | +0.68% | |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.46% | +0.22% | -0.90% | |
| 13 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.27% | -0.17% | — | |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.26% | -0.06% | +0.18% | |
| 15 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.99% | +0.02% | -0.08% | |
| 16 | GNW | Genworth Financial Inc | Stock-Financials | 0.84% | +0.03% | +126.32% | |
| 17 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.74% | -0.04% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.20% | -3.51% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.67% | +0.52% | -0.18% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.53% | — | -4.06% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.05% | +0.65% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.33% | +0.01% | — | |
| 23 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.32% | +0.01% | +0.62% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.30% | -0.01% | — | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | — | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.35% | EXIT | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.25% | — | — | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.23% | -0.01% | -6.37% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.01% | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | — | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.17% | +0.06% | — | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.02% | -2.43% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.09% | — | |
| 34 | ORI | Old Republic Intl CORP | Stock-Financials | 0.14% | -0.01% | -2.43% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | +0.02% | -1.45% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.12% | +0.05% | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.12% | -0.01% | — | |
| 38 | NI | Nisource Inc | Stock-Utilities | 0.12% | -0.02% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.08% | -1.52% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.02% | — | |
| 41 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.10% | — | -2.43% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | — | +15.99% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.09% | -0.01% | — | |
| 46 | CW | Curtiss-wright CORP | Stock-Industrials | 0.08% | — | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | -0.01% | — | |
| 48 | MKL | Markel Group Inc | Stock-Financials | 0.07% | — | +1.33% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.07% | — | — | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.07% | — | -8.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.1% | -8.97% | Trim |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.5% | -2.16% | Trim |
| 3 | GNW | Genworth Financial Inc | +0.5% | +126.32% | Add |
| 4 | NUDM | Nuveen Esg Intl Devel Mrk Eq | +0.1% | +0.68% | Add |
| 5 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | -0.90% | Trim |
| 6 | NUEM | Nuveen Esg Emerging Markets | +0.1% | -0.08% | Trim |
| 7 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.86% | Trim |
| 8 | SCHX | Schwab US Large-cap ETF | 0% | -0.18% | Trim |
| 9 | VOT | Vanguard Mid-cap Growth ETF | 0% | — | Unchanged |
| 10 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 11 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 12 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 13 | CEG | Constellation Energy | 0% | — | Unchanged |
| 14 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 15 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 16 | WMT | Walmart Inc | 0% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 18 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 19 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 20 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 21 | VXF | Vanguard Extended Market ETF | 0% | — | Unchanged |
| 22 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 23 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 24 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 25 | VB | Vanguard Small-cap ETF | — | -3.82% | Trim |
| 26 | BIV | Vanguard Intermediate-term B | — | +5.05% | Add |
| 27 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 28 | NUSC | Nuveen Esg Small-cap ETF | — | +0.62% | Add |
| 29 | VO | Vanguard Mid-cap ETF | — | — | Unchanged |
| 30 | WFC | Wells Fargo & Co | — | -2.43% | Trim |
| 31 | SCHF | Schwab Intl Equity ETF | — | — | Unchanged |
| 32 | GOOGL | Alphabet Inc-cl A | — | -1.52% | Trim |
| 33 | VT | Vanguard Tot World Stk ETF | — | -1.45% | Trim |
| 34 | VTI | Vanguard Total Stock Mkt ETF | — | +15.99% | Add |
| 35 | COF | Capital One Financial CORP | — | — | Unchanged |
| 36 | SCHG | Schwab US Large-cap Growth | — | — | Unchanged |
| 37 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | — | Unchanged |
| 39 | MKL | Markel Group Inc | — | +1.33% | Add |
| 40 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 41 | SEIC | Sei Investments Company | — | — | Unchanged |
| 42 | CVX | Chevron CORP | — | -33.33% | Trim |
| 43 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 45 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 46 | DUK | Duke Energy CORP | — | EXIT | Sold out |
| 47 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 48 | SCHM | Schwab US Mid Cap ETF | — | — | Unchanged |
| 49 | AMGN | Amgen Inc | — | — | Unchanged |
| 50 | SYK | Stryker CORP | — | — | Unchanged |
According to official SEC Form 13F filings, Evolution Advisers, Inc. reported a total U.S. public equity portfolio value of $272.1K across 156 disclosed positions in Q2 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 44829.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
MTZ
市值: $1.0K
Top Position Liquidated / Trimmed
DUK
前期市值: $8.0K
During Q2 2025, Evolution Advisers, Inc.'s top holdings by market value included VEA (15.6%)、VUG (14.5%)、VTV (11.0%). The largest single position, VEA, represented 15.6% of total portfolio value.
In Q2 2025, Evolution Advisers, Inc. made 48 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 28 holdings, and fully liquidating 6 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.
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