Evelyn Partners Asset Management Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Evelyn Partners Asset Management Ltd reported 308 stock positions worth $405.8 million. Its top holding was SPDR Gold Shares (GLD) at 6.5% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 5.3%) and Vaneck Gold Miners ETF (GDX, 4.2%). Compared with Q4 2025, it opened 26 new positions, sold out of 3, added to 61 and reduced 30. The biggest buy was a new position in Invesco China Technology ETF (CQQQ) and the biggest sale an exit from iShares MSCI Germany ETF (EWG).

Most Recent 13F
Q1 2026
Location
London, X0
CIK
0002065207
Portfolio Value
$405.8M (Q1 2026)
SEC Filing
0001420506-26-001047 ↗ filed May 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $371.5M Q4 2024 Q1 2025: $359.0M Q1 2025 Q2 2025: $394.5M Q2 2025 Q3 2025: $442.9M Q3 2025 Q4 2025: $426.3M Q4 2025 Q1 2026: $405.8M $405.8M Q1 2026

Holdings 308 stocks · $405.8M
GLD SPDR Gold Shares 6.53% 61,557 $26.5M Reduce -10.9%
VT Vanguard Tot World STK ETF 5.31% 155,886 $21.6M Reduce -4.4%
GDX Vaneck Gold Miners ETF 4.20% 185,577 $17.0M Add +0.3%
MSFT Microsoft Corp. 3.67% 40,254 $14.9M Add +6.8%
GOOGL Alphabet Inc. Class A 3.19% 45,081 $13.0M Reduce -2.7%
VPL Vanguard Ftse Pacific ETF 2.91% 121,019 $11.8M Add +6.5%
AMZN Amazon.com Inc. 2.86% 55,636 $11.6M Add +0.3%
V Visa Inc. Class A 2.72% 36,535 $11.0M Add +2.1%
VDE Vanguard Energy ETF 2.71% 63,454 $11.0M Add +4.3%
AAPL Apple Inc. 2.49% 39,793 $10.1M Reduce -0.1%
SYK Stryker Corp. 2.38% 29,373 $9.7M Add +2.1%
BKNG Booking Holdings Inc. 2.31% 2,227 $9.4M Add +5.2%
AVEM Avantis Emerging Markets Eq 2.27% 114,201 $9.2M Add +13.4%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 2.21% 297,096 $9.0M Reduce -1.7%
URA Global X Uranium ETF 2.17% 181,592 $8.8M Add +3.5%
SGOL Abrdn Physical Gold Shares 2.00% 181,793 $8.1M Reduce -10.2%
TSM Taiwan Semiconductor-SP ADR 1.96% 23,550 $8.0M Add +27.7%
MA Mastercard Inc. Class A 1.93% 15,676 $7.8M Add +1.2%
ADP Automatic Data Processing 1.82% 36,278 $7.4M Add +2.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.82% 25,662 $7.4M Add +20.0%
WAT Waters Corp. 1.80% 24,518 $7.3M Add +1.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.75% 73,761 $7.1M Reduce -15.6%
CME Cme Group Inc. 1.71% 23,430 $6.9M Reduce -3.1%
IAU iShares Gold Trust 1.65% 75,984 $6.7M Reduce -6.6%
INTU Intuit Inc. 1.63% 15,302 $6.6M Add +24.2%
VOO Vanguard S&P 500 ETF 1.61% 10,968 $6.6M Reduce -0.1%
AZO AutoZone Inc. 1.55% 1,868 $6.3M Reduce -2.8%
ZTS Zoetis Inc. 1.48% 50,716 $6.0M Add +1.6%
RELX Relx PLC - Spon ADR 1.29% 157,612 $5.2M Add +53.6%
URTH iShares MSCI World ETF 1.28% 28,829 $5.2M Add +0.2%
UL Unilever PLC-Sponsored ADR 1.26% 90,070 $5.1M Add +1.4%
BRK.B Berkshire Hathaway Inc. Class B 1.25% 10,628 $5.1M Add +16.7%
ACN Accenture PLC Class A 1.21% 24,767 $4.9M Add +1.4%
CQQQ Invesco China Technology ETF 1.20% 105,744 $4.9M New
JNJ Johnson & Johnson 1.06% 17,630 $4.3M Add +2.8%
AZN Astrazeneca PLC 0.97% 20,317 $3.9M Add +77.2%
NVDA Nvidia Corp. 0.93% 21,638 $3.8M Add +1.6%
META Meta Platforms Inc. Class A 0.82% 5,783 $3.3M Add +3.1%
ANET Arista Networks Inc. 0.78% 25,882 $3.2M Add +1.8%
IWV iShares Russell 3000 ETF 0.74% 8,094 $3.0M Add +0.1%
CB Chubb Ltd. 0.69% 8,628 $2.8M Add +3.1%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.69% 2,105 $2.8M Reduce -3.9%
RACE Ferrari NV 0.62% 7,468 $2.5M New
SPY SS SPDR S&P 500 ETF Trust-US 0.61% 3,824 $2.5M Add +11.9%
ISRG Intuitive Surgical Inc. 0.56% 4,942 $2.3M Add +3.9%
MCD McDonald's Corp. 0.56% 7,248 $2.3M Add +2.3%
ACWI iShares MSCI Acwi ETF 0.52% 15,306 $2.1M Add +0.3%
DEO Diageo PLC-Sponsored ADR 0.49% 26,725 $2.0M Add +2.9%
IVV iShares Core S&P 500 ETF 0.47% 2,892 $1.9M Add +5.6%
IWM iShares Russell 2000 ETF 0.45% 7,359 $1.8M Add +0.1%
RIO Rio Tinto PLC-Spon ADR 0.42% 18,201 $1.7M Add +5.8%
GHC Graham Holdings Co. Class B 0.41% 1,563 $1.7M No change
MDLZ Mondelez International Inc. Class A 0.41% 28,621 $1.6M Add +10.3%
SIVR Abrdn Physical Silver Shares 0.40% 22,711 $1.6M New
MU Micron Technology Inc. 0.34% 4,123 $1.4M Reduce -1.3%
NVO Novo-Nordisk A/S-Spons ADR 0.33% 36,443 $1.3M Reduce -69.3%
LLY Eli Lilly & Co. 0.33% 1,441 $1.3M Add +15.4%
SHY iShares 1-3 Year Treasury Bo 0.32% 15,787 $1.3M Add +0.2%
PPG PPG Industries Inc. 0.28% 10,629 $1.1M Reduce -69.5%
MSI Motorola Solutions Inc. 0.26% 2,425 $1.1M New
IEF iShares 7-10 Year Treasury B 0.26% 11,005 $1.1M Add +0.1%
GOOG Alphabet Inc. Class C 0.23% 3,247 $931K No change
STIP iShares 0-5 Year Tips Bond E 0.22% 8,815 $912K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 17,711 $863K No change
VTI VG Morningstar TS MKT ETF-US 0.20% 2,549 $818K Reduce -0.4%
XOM Exxon Mobil Corp. 0.20% 4,766 $809K Add +2.1%
CSCO Cisco Systems Inc. 0.19% 10,091 $783K No change
SDY SS SPDR S&P Dividend ETF 0.19% 5,204 $759K No change
BND Vanguard Total Bond Market 0.17% 9,525 $701K Add +0.3%
FNV Franco-Nevada Corp. 0.16% 2,700 $668K No change
CTVA Corteva Inc. 0.16% 7,672 $642K No change
IWF iShares Russell 1000 Growth 0.16% 1,502 $640K Add +120.9%
KO The Coca-Cola Co. 0.15% 7,967 $606K Add +8.3%
IWD iShares Russell 1000 Value E 0.14% 2,607 $557K Add +249.0%
WPM Wheaton Precious Metals Corp. 0.14% 4,200 $551K No change
SNY Sanofi-ADR 0.12% 10,414 $502K Add +10.7%
SHM SS SPDR N Ice St Muni ETF 0.12% 10,086 $482K New
PLTR Palantir Technologies Inc. Class A 0.11% 3,084 $451K New
HDV iShares Core High Dividend E 0.11% 3,304 $448K No change
TIP iShares Tips Bond ETF 0.11% 3,882 $428K No change
NEE Nextera Energy Inc. 0.10% 4,352 $404K No change
MATX Matson Inc. 0.09% 2,300 $377K No change
VWO Vanguard Ftse Emerging Marke 0.09% 6,883 $372K No change
ABBV Abbvie Inc. 0.09% 1,611 $350K Reduce -1.4%
EWJ iShares MSCI Japan ETF 0.08% 4,059 $343K Add +8.2%
WTM White Mountains Insurance GP 0.08% 154 $338K No change
SKYY First Trust Cloud Computing 0.08% 2,933 $321K No change
VIG Vanguard Dividend Apprec ETF 0.08% 1,490 $320K Add +50.5%
FDN First Trust DJ Internet Ind 0.08% 1,330 $311K No change
RTX RTX Corp. 0.07% 1,553 $300K No change
VOOG Vanguard S&P 500 Growth ETF 0.07% 720 $294K No change
PG The Procter & Gamble Co. 0.07% 1,909 $276K Reduce -88.7%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 1,047 $274K New
IYW iShares Ustechnology ETF 0.06% 1,448 $263K No change
SCHA Schwab US Small-Cap ETF 0.06% 8,566 $249K Reduce -3.3%
TCOM Trip.com Group Ltd.-ADR 0.06% 4,912 $245K No change
VONG Vanguard Russell 1000 Growth 0.06% 2,226 $244K No change
JPM JPMorgan Chase & Co. 0.06% 805 $237K No change
EPP iShares MSCI Pacific Ex Japa 0.06% 4,441 $236K Reduce -11.2%
CIBR First Trust Nasdaq Cybersecu 0.06% 3,758 $236K No change

Show all 308 holdings

Portfolio Sells Q4 2025 → Q1 2026
EWG iShares MSCI Germany ETF Sold out 0.00% −1.17
NVO Novo-Nordisk A/S-Spons ADR Reduce -69.3% 0.33% −1.09
PYPL PayPal Holdings Inc. Reduce -95.0% 0.04% −0.94
DIS The Walt Disney Co. Reduce -15.6% 1.75% −0.58
PPG PPG Industries Inc. Reduce -69.5% 0.28% −0.56
GS Goldman Sachs Group Inc. Reduce -93.9% 0.03% −0.51
PG The Procter & Gamble Co. Reduce -88.7% 0.07% −0.50
CL Colgate-Palmolive Co. Reduce -95.0% 0.03% −0.43
PEP Pepsico Inc. Reduce -90.0% 0.05% −0.40
TMO Thermo Fisher Scientific Inc. Reduce -93.2% 0.02% −0.35
GOOGL Alphabet Inc. Class A Reduce -2.7% 3.19% −0.21
VGK Vanguard Ftse Europe ETF Reduce -78.8% 0.03% −0.10
VT Vanguard Tot World STK ETF Reduce -4.4% 5.31% −0.08
AAPL Apple Inc. Reduce -0.1% 2.49% −0.05
EWU iShares MSCI United Kingdom Reduce -75.7% 0.01% −0.04
ADBE Adobe Inc. Reduce -29.0% 0.02% −0.02
ABT Abbott Laboratories Reduce -11.1% 0.01% −0.00
QCOM Qualcomm Inc. Sold out 0.00% −0.00
ABBV Abbvie Inc. Reduce -1.4% 0.09% −0.00
EPP iShares MSCI Pacific Ex Japa Reduce -11.2% 0.06% −0.00
MICC The Magnum Ice Cream Co. NV Sold out 0.00% −0.00
VOO Vanguard S&P 500 ETF Reduce -0.1% 1.61% −0.00
VSNT Versant Media Group Inc. Reduce -4.9% 0.00% 0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.4% 0.20% +0.00
SCHA Schwab US Small-Cap ETF Reduce -3.3% 0.06% +0.00
AZO AutoZone Inc. Reduce -2.8% 1.55% +0.03
SGOL Abrdn Physical Gold Shares Reduce -10.2% 2.00% +0.05
MU Micron Technology Inc. Reduce -1.3% 0.34% +0.06
GLD SPDR Gold Shares Reduce -10.9% 6.53% +0.10
IAU iShares Gold Trust Reduce -6.6% 1.65% +0.10
ASML ASML Holding NV-NY Reg SHS Reduce -3.9% 0.69% +0.14
CME Cme Group Inc. Reduce -3.1% 1.71% +0.16
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Reduce -1.7% 2.21% +0.22

Portfolio Buys Q4 2025 → Q1 2026
CQQQ Invesco China Technology ETF New 1.20% +1.20
VDE Vanguard Energy ETF Add +4.3% 2.71% +0.91
TSM Taiwan Semiconductor-SP ADR Add +27.7% 1.96% +0.65
RACE Ferrari NV New 0.62% +0.62
VPL Vanguard Ftse Pacific ETF Add +6.5% 2.91% +0.50
AZN Astrazeneca PLC Add +77.2% 0.97% +0.48
GDX Vaneck Gold Miners ETF Add +0.3% 4.20% +0.47
AVEM Avantis Emerging Markets Eq Add +13.4% 2.27% +0.45
URA Global X Uranium ETF Add +3.5% 2.17% +0.41
SIVR Abrdn Physical Silver Shares New 0.40% +0.40
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +20.0% 1.82% +0.36
RELX Relx PLC - Spon ADR Add +53.6% 1.29% +0.31
MSI Motorola Solutions Inc. New 0.26% +0.26
JNJ Johnson & Johnson Add +2.8% 1.06% +0.23
BRK.B Berkshire Hathaway Inc. Class B Add +16.7% 1.25% +0.18
SHM SS SPDR N Ice St Muni ETF New 0.12% +0.12
PLTR Palantir Technologies Inc. Class A New 0.11% +0.11
IWD iShares Russell 1000 Value E Add +249.0% 0.14% +0.10
RIO Rio Tinto PLC-Spon ADR Add +5.8% 0.42% +0.10
IWF iShares Russell 1000 Growth Add +120.9% 0.16% +0.08
CB Chubb Ltd. Add +3.1% 0.69% +0.08
MDLZ Mondelez International Inc. Class A Add +10.3% 0.41% +0.08
VB Vanguard Most SM-Cap ETF-Usd New 0.07% +0.07
XOM Exxon Mobil Corp. Add +2.1% 0.20% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +11.9% 0.61% +0.07
MUB iShares National Muni Bond E New 0.05% +0.05
MCD McDonald's Corp. Add +2.3% 0.56% +0.05
HYMB SS SPDR N Ice HY Muni ETF New 0.04% +0.04
IEFA iShares Core MSCI Eafe ETF Add +183.5% 0.05% +0.03
KO The Coca-Cola Co. Add +8.3% 0.15% +0.03
VIG Vanguard Dividend Apprec ETF Add +50.5% 0.08% +0.03
IJH iShares Core S&P Midcap ETF Add +158.2% 0.04% +0.03
IWY iShares Russell Top 200 Grow New 0.03% +0.03
IVV iShares Core S&P 500 ETF Add +5.6% 0.47% +0.03
IWM iShares Russell 2000 ETF Add +0.1% 0.45% +0.03
URTH iShares MSCI World ETF Add +0.2% 1.28% +0.03
HCA HCA Healthcare Inc. Add +1280.0% 0.02% +0.02
AXP American Express Co. Add +623.7% 0.02% +0.02
SNY Sanofi-ADR Add +10.7% 0.12% +0.02
SAP Sap SE-Sponsored ADR Add +1021.0% 0.02% +0.02
ACWI iShares MSCI Acwi ETF Add +0.3% 0.52% +0.02
SHY iShares 1-3 Year Treasury Bo Add +0.2% 0.32% +0.01
EZU iShares MSCI Eurozone ETF New 0.01% +0.01
EWJ iShares MSCI Japan ETF Add +8.2% 0.08% +0.01
GSIE Goldman Sachs Activebeta Int New 0.01% +0.01
GD General Dynamics Corp. New 0.01% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +460.0% 0.02% +0.01
LLY Eli Lilly & Co. Add +15.4% 0.33% +0.01
ICE Intercontinental Exchange Inc. Add +49.3% 0.03% +0.01
SPYV SS SPDR P S&P 500 Value ETF New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 308$405.8MGLD, VT, GDX, MSFT, GOOGL
Q4 2025 284$426.3MGLD, VT, MSFT, GDX, GOOGL
Q3 2025 280$442.9MGLD, VT, MSFT, GOOGL, AMZN
Q2 2025Amended 237$394.5MVT, GLD, MSFT, GOOGL, AMZN
Q1 2025Amended 248$359.0MVT, GLD, MSFT, V, GOOGL
Q4 2024 245$371.5MVT, GLD, MSFT, GOOGL, AMZN