Evolution Advisers, Inc.

RICHMOND, VA · CIK 1906967 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRichmond, VA

$272.1m reported value +14.7% vs Q1 2026

943positions

79.7%in top 10

785 new 87 added 12 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	616,125	$43.9m16.14%	16.14%	Added +18.1k	+18,076 3.0%
2	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	442,641	$38.1m14.01%	14.01%	Added +12.3k	+12,327 2.9%
3	VANGUARD INDEX FDS VALUE ETF VTV	VTV	132,861	$29.0m10.64%	10.64%	Added +2.1k	+2,110 1.6%
4	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	553,304	$26.8m9.85%	9.85%	Added +102.1k	+102,074 22.6%
5	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	269,333	$21.0m7.71%	7.71%	Added +16.4k	+16,412 6.5%
6	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	280,908	$16.8m6.16%	6.16%	Added +13.9k	+13,939 5.2%
7	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	247,486	$11.6m4.26%	4.26%	Added +15.3k	+15,256 6.6%
8	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	150,385	$10.4m3.81%	3.81%	Added +18.4k	+18,393 13.9%
9	VANGUARD INDEX FDS SMALL CP ETF VB	VB	33,903	$10.3m3.78%	3.78%	Added +1.4k	+1,422 4.4%
10	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	119,149	$9.1m3.36%	3.36%	Added +9.2k	+9,220 8.4%
11	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	208,235	$8.3m3.06%	3.06%	Reduced -281	-281 -0.1%
12	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	42,779	$5.0m1.84%	1.84%	Added +442	+442 1.0%
13	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	75,631	$3.8m1.39%	1.39%	Added +15	+15 0.0%
14	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	103,898	$3.1m1.12%	1.12%	Added +48.1k	+48,125 86.3%
15	NUSHARES ETF TR NUVEEN ESG EMRGN NUEM	NUEM	71,718	$3.0m1.12%	1.12%	Added +723	+723 1.0%
16	NUSHARES ETF TR NUVEEN ESG US NUBD	NUBD	125,902	$2.8m1.02%	1.02%	Reduced -1.3k	-1,282 -1.0%
17	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,277	$2.2m0.83%	0.83%	Added +782	+782 31.3%
18	INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE PWV	PWV	23,796	$1.8m0.66%	0.66%	Unchanged
19	GENWORTH FINL INC COM SHS GNW	GNW	170,221	$1.6m0.60%	0.60%	Added +3.7k	+3,670 2.2%
20	APPLE INC COM AAPL	AAPL	5,442	$1.6m0.58%	0.58%	Added +43	+43 0.8%
21	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	20,350	$1.1m0.39%	0.39%	Added +130	+130 0.6%
22	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	19,636	$993.0k0.36%	0.36%	Added +59	+59 0.3%
23	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	16,680	$739.0k0.27%	0.27%	Unchanged
24	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	2,389	$731.0k0.27%	0.27%	Unchanged
25	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	8,524	$728.0k0.27%	0.27%	Unchanged
26	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	9,918	$728.0k0.27%	0.27%	Reduced -8.8k	-8,828 -47.1%
27	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,813	$648.0k0.24%	0.24%	Added +461	+461 34.1%
28	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,816	$624.0k0.23%	0.23%	Reduced -12	-12 -0.7%
29	ISHARES TR CORE INTL AGGR IAGG	IAGG	11,557	$584.0k0.21%	0.21%	Reduced -69.0k	-68,974 -85.7%
30	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	11,650	$579.0k0.21%	0.21%	Added +9.1k	+9,135 363.2%
31	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	7,134	$563.0k0.21%	0.21%	Added +2.7k	+2,680 60.2%
32	UNION PAC CORP COM UNP	UNP	1,957	$532.0k0.20%	0.20%	Reduced -85	-85 -4.2%
33	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	9,453	$498.0k0.18%	0.18%	New
34	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	911	$455.0k0.17%	0.17%	Added +6	+6 0.7%
35	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	15,645	$433.0k0.16%	0.16%	Added +4.9k	+4,851 44.9%
36	VANGUARD INDEX FDS MID CAP ETF VO	VO	5,304	$427.0k0.16%	0.16%	Unchanged
37	AMAZON COM INC COM AMZN	AMZN	1,715	$408.0k0.15%	0.15%	Added +265	+265 18.3%
38	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	11,589	$392.0k0.14%	0.14%	Unchanged
39	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,454	$385.0k0.14%	0.14%	Added +380	+380 18.3%
40	WELLS FARGO CO NEW COM WFC	WFC	4,342	$358.0k0.13%	0.13%	Added +8	+8 0.2%
41	OLD REP INTL CORP COM ORI	ORI	7,684	$314.0k0.12%	0.12%	Added +2	+2 0.0%
42	WALMART INC COM WMT	WMT	2,658	$301.0k0.11%	0.11%	Reduced -1.1k	-1,084 -29.0%
43	NISOURCE INC COM NI	NI	5,932	$282.0k0.10%	0.10%	Unchanged
44	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	4,761	$280.0k0.10%	0.10%	New
45	DOMINION ENERGY INC COM D	D	4,084	$278.0k0.10%	0.10%	Added +2.1k	+2,117 107.6%
46	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	10,474	$277.0k0.10%	0.10%	New
47	CURTISS WRIGHT CORP COM CW	CW	350	$265.0k0.10%	0.10%	Unchanged
48	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,569	$247.0k0.09%	0.09%	Unchanged
49	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	6,306	$219.0k0.08%	0.08%	New
50	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	40,329	$218.0k0.08%	0.08%	Unchanged
51	ALPHABET INC CAP STK CL C GOOG	GOOG	613	$216.0k0.08%	0.08%	Added +13	+13 2.2%
52	JPMORGAN CHASE & CO COM JPM	JPM	660	$216.0k0.08%	0.08%	Added +9	+9 1.4%
53	ISHARES TR MSCI KLD400 SOC DSI	DSI	1,314	$187.0k0.07%	0.07%	New
54	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	4,908	$177.0k0.07%	0.07%	Unchanged
55	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	7,636	$176.0k0.06%	0.06%	Unchanged
56	BROADCOM INC COM AVGO	AVGO	463	$174.0k0.06%	0.06%	Added +13	+13 2.9%
57	KIMBERLY-CLARK CORP COM KMB	KMB	1,569	$174.0k0.06%	0.06%	Added +2	+2 0.1%
58	CISCO SYS INC COM CSCO	CSCO	1,457	$171.0k0.06%	0.06%	Added +8	+8 0.6%
59	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	250	$166.0k0.06%	0.06%	Unchanged
60	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	2,113	$159.0k0.06%	0.06%	Added +1.9k	+1,893 860.5%
61	MARKEL GROUP INC COM MKL	MKL	79	$154.0k0.06%	0.06%	Added +1	+1 1.3%
62	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	4,191	$154.0k0.06%	0.06%	Unchanged
63	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	3,153	$151.0k0.06%	0.06%	New
64	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	610	$148.0k0.05%	0.05%	New
65	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	2,053	$138.0k0.05%	0.05%	Added +2.0k	+2,038 13586.7%
66	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	1,649	$138.0k0.05%	0.05%	Unchanged
67	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	179	$133.0k0.05%	0.05%	Unchanged
68	VISA INC COM CL A V	V	388	$133.0k0.05%	0.05%	Added +7	+7 1.8%
69	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	842	$129.0k0.05%	0.05%	New
70	JOHNSON & JOHNSON COM JNJ	JNJ	509	$129.0k0.05%	0.05%	Added +106	+106 26.3%
71	MICROSOFT CORP COM MSFT	MSFT	348	$129.0k0.05%	0.05%	Added +22	+22 6.8%
72	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	498	$122.0k0.04%	0.04%	Unchanged
73	LOWES COS INC COM LOW	LOW	520	$114.0k0.04%	0.04%	Added +2	+2 0.4%
74	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	3,165	$114.0k0.04%	0.04%	Added +1.1k	+1,069 51.0%
75	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	2,129	$113.0k0.04%	0.04%	New
76	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	1,370	$113.0k0.04%	0.04%	New
77	ELEVANCE HEALTH INC COM ELV	ELV	281	$108.0k0.04%	0.04%	Added +45	+45 19.1%
78	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	2,376	$100.0k0.04%	0.04%	New
79	ISHARES TR CORE S&P500 ETF IVV	IVV	128	$95.0k0.03%	0.03%	Unchanged
80	STRYKER CORPORATION COM SYK	SYK	301	$94.0k0.03%	0.03%	Added +1	+1 0.3%
81	HOME DEPOT INC COM HD	HD	264	$93.0k0.03%	0.03%	Added +4	+4 1.5%
82	ISHARES TR CORE US AGGBD ET AGG	AGG	900	$89.0k0.03%	0.03%	Added +300	+300 50.0%
83	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	1,699	$87.0k0.03%	0.03%	Unchanged
84	PRICE T ROWE GROUP INC COM TROW	TROW	728	$82.0k0.03%	0.03%	Unchanged
85	ISHARES TR MBS ETF MBB	MBB	849	$80.0k0.03%	0.03%	New
86	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	161	$80.0k0.03%	0.03%	Added +1	+1 0.6%
87	VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF BNDW	BNDW	1,132	$77.0k0.03%	0.03%	Added +32	+32 2.9%
88	SEI INVTS CO COM SEIC	SEIC	873	$76.0k0.03%	0.03%	Unchanged
89	JACOBS SOLUTIONS INC COM J	J	600	$75.0k0.03%	0.03%	Unchanged
90	AMGEN INC COM AMGN	AMGN	202	$73.0k0.03%	0.03%	Added +2	+2 1.0%
91	DELTA AIR LINES INC DEL COM NEW DAL	DAL	759	$71.0k0.03%	0.03%	Unchanged
92	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	406	$71.0k0.03%	0.03%	Added +200	+200 97.1%
93	PEPSICO INC COM PEP	PEP	528	$71.0k0.03%	0.03%	Added +2	+2 0.4%
94	ISHARES TR CORE S&P SCP ETF IJR	IJR	474	$70.0k0.03%	0.03%	Added +10	+10 2.2%
95	HERSHEY CO COM HSY	HSY	381	$66.0k0.02%	0.02%	Unchanged
96	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	650	$66.0k0.02%	0.02%	Unchanged
97	FORTINET INC COM FTNT	FTNT	393	$60.0k0.02%	0.02%	Added +3	+3 0.8%
98	PHILLIPS 66 COM PSX	PSX	355	$60.0k0.02%	0.02%	Reduced -18	-18 -4.8%
99	CONSTELLATION ENERGY CORP COM CEG	CEG	233	$58.0k0.02%	0.02%	Added +1	+1 0.4%
100	CAPITAL ONE FINL CORP COM COF	COF	286	$57.0k0.02%	0.02%	Added +4	+4 1.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	4,941	$838.0k4.9k shares
KINSALE CAP GROUP INC KNSL	KNSL	199	$67.0k199 shares
TCW ETF TRUST HYBX	HYBX	2,245	$66.0k2.2k shares
HONEYWELL INTL INC		68	$30.0k68 shares