Evolution Advisers, Inc.

Q3 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
161
Total value ($000)
$222,390
Net value change ($000)
+18,426 (9.0%)
New positions
6
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 3,874 13.1%
VEA 3,708 11.7%
VWO 1,606 13.2%
VTV 1,508 6.7%
BNDX 1,207 5.5%
VB 1,000 14.5%
BIV 917 13.5%
VMBS 580 6.3%
NUDM 403 6.2%
AAPL 304 28.1%
Top Reduces (Value $000, Stocks/ETFs)
GNW -632 -37.0%
PG -86 -100.0%
ADBE -26 -56.5%
ELV -13 -14.3%
KNSL -13 -13.5%
ACN -11 -19.3%
SYK -9 -7.6%
FTNT -8 -19.5%
KMB -8 -3.9%
MKL -8 -5.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type