Evelyn Partners Asset Management Ltd 13F Holdings · Q1 2026
Evelyn Partners Asset Management Ltd reported 308 securities worth $405.81M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: GLD (6.53%), VT (5.31%), GDX (4.20%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $26.5M | 6.53% | 61,557 | Trimmed |
| 2 | VT | VANGUARD INTL EQUITY INDEX F | $21.6M | 5.31% | 155,886 | Trimmed |
| 3 | GDX | VANECK ETF TRUST | $17.0M | 4.20% | 185,577 | Added |
| 4 | MSFT | MICROSOFT CORP | $14.9M | 3.67% | 40,254 | Added |
| 5 | GOOGL | ALPHABET INC | $13.0M | 3.19% | 45,081 | Trimmed |
| 6 | VPL | VANGUARD INTL EQUITY INDEX F | $11.8M | 2.91% | 121,019 | Added |
| 7 | AMZN | AMAZON COM INC | $11.6M | 2.86% | 55,636 | Added |
| 8 | V | VISA INC | $11.0M | 2.72% | 36,535 | Added |
| 9 | VDE | VANGUARD WORLD FD | $11.0M | 2.71% | 63,454 | Added |
| 10 | AAPL | APPLE INC | $10.1M | 2.49% | 39,793 | Trimmed |
| 11 | SYK | STRYKER CORPORATION | $9.7M | 2.38% | 29,373 | Added |
| 12 | BKNG | BOOKING HOLDINGS INC | $9.4M | 2.31% | 2,227 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $9.2M | 2.27% | 114,201 | Added |
| 14 | DBMF | LITMAN GREGORY FDS TR | $9.0M | 2.21% | 297,096 | Trimmed |
| 15 | URA | GLOBAL X FDS | $8.8M | 2.17% | 181,592 | Added |
| 16 | SGOL | ETFS GOLD TR | $8.1M | 2.00% | 181,793 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.0M | 1.96% | 23,550 | Added |
| 18 | MA | MASTERCARD INCORPORATED | $7.8M | 1.93% | 15,676 | Added |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $7.4M | 1.82% | 36,278 | Added |
| 20 | VO | VANGUARD INDEX FDS | $7.4M | 1.82% | 25,662 | Added |
| 21 | WAT | WATERS CORP | $7.3M | 1.80% | 24,518 | Added |
| 22 | DIS | DISNEY WALT CO | $7.1M | 1.75% | 73,761 | Trimmed |
| 23 | CME | CME GROUP INC | $6.9M | 1.71% | 23,430 | Trimmed |
| 24 | IAU | ISHARES GOLD TR | $6.7M | 1.65% | 75,984 | Trimmed |
| 25 | INTU | INTUIT | $6.6M | 1.63% | 15,302 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR