13F filer

Evelyn Partners Asset Management

As of Mar 31, 2026 Filed May 15, 2026 CIK 2065207 SEC filings ↗

Stale filing snapshot. This manager's latest published quarter is Q1 2026, behind the current site baseline of Q2 2026. These holdings remain available for historical reference but are excluded from sitewide current-holder totals.

13F Value

$405.8M

Positions

308

Top Position

GLD6.5%

Top 5

22.9%

Latest filing changes

vs Dec 31, 2025

1 RELX Relx +53.6%+$1.8M

2 TSM Taiwan Semiconductor Manufacturing +27.7%+$1.7M

3 AZN AstraZeneca +77.2%+$1.7M

4 INTU Intuit +24.2%+$1.3M

5 VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares +20.0%+$1.2M

Holdings308

#
1	GLD SPDR Gold Tr	6.5%	$26.5M	-11.0%	61.6K	6.4%	Trust
2	VT Vanguard Total World Stock Index Fund — ETF Shares	5.3%	$21.6M	-4.4%	155.9K	5.4%	ETF
3	GDX VanEck Gold Miners ETF	4.2%	$17.0M	+0.3%	185.6K	3.7%	ETF
4	MSFT Microsoft	3.7%	$14.9M	+6.8%	40.3K	4.3%	Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Mar 31, 2026 45,081 reported quantity $12,963,492 reported value	3.2%	$13.0M	-2.7%	45.1K	3.4%	Common Stock
6	VPL Vanguard Pacific Stock Index Fund — ETF Shares	2.9%	$11.8M	+6.5%	121.0K	2.4%	ETF
7	AMZN Amazon	2.9%	$11.6M	+0.3%	55.6K	3.0%	Common Stock
8	V Visa	2.7%	$11.0M	+2.1%	36.5K	2.9%	Common Stock
9	VDE Vanguard Energy Index Fund — ETF Shares	2.7%	$11.0M	+4.3%	63.5K	1.8%	ETF
10	AAPL Apple	2.5%	$10.1M	-0.1%	39.8K	2.5%	Common Stock
11	SYK Stryker	2.4%	$9.7M	+2.1%	29.4K	2.4%	Common Stock
12	BKNG Booking Holdings	2.3%	$9.4M	+5.2%	2.2K	2.7%	Common Stock
13	AVEM Avantis Emerging Markets Equity ETF	2.3%	$9.2M	+13.4%	114.2K	1.8%	ETF
14	DBMF iMGP DBi Managed Futures Strategy ETF	2.2%	$9.0M	-1.7%	297.1K	2.0%	ETF
15	URA Global X Uranium ETF	2.2%	$8.8M	+3.5%	181.6K	1.8%	ETF
16	SGOL Etfs Gold Tr — Physcl Gold Shs	2.0%	$8.1M	-10.2%	181.8K	1.9%	ETF
17	TSM Taiwan Semiconductor Manufacturing	2.0%	$8.0M	+27.7%	23.6K	1.3%	ADR
18	MA Mastercard	1.9%	$7.8M	+1.2%	15.7K	2.1%	Common Stock
19	ADP Automatic Data Processing	1.8%	$7.4M	+2.4%	36.3K	2.1%	Common Stock
20	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.8%	$7.4M	+20.0%	25.7K	1.5%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing3

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Dec 31, 2025). Prior values are shown for context and are not included in current totals.