Evelyn Partners Asset Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed December 11, 2025), Evelyn Partners Asset Management Ltd reported 245 stock positions worth $371.5 million. Its top holding was Vanguard Tot World STK ETF (VT) at 6.9% of the portfolio, followed by SPDR Gold Shares (GLD, 6.3%) and Microsoft (MSFT, 5.4%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065207
- Portfolio Value
- $371.5M (Q4 2024)
- SEC Filing
- 0001420506-25-003536 ↗ filed Dec 11, 2025
Holdings Value
Holdings 245 stocks · $371.5M
| VT Vanguard Tot World STK ETF | 6.93% | 219,269 | $25.8M | — |
| GLD SPDR Gold Shares | 6.29% | 96,496 | $23.4M | — |
| MSFT Microsoft Corp. | 5.43% | 47,826 | $20.2M | — |
| GOOGL Alphabet Inc. Class A | 4.17% | 81,758 | $15.5M | — |
| AMZN Amazon.com Inc. | 3.76% | 63,735 | $14.0M | — |
| V Visa Inc. Class A | 3.62% | 42,581 | $13.5M | — |
| SYK Stryker Corp. | 3.24% | 33,455 | $12.1M | — |
| ADP Automatic Data Processing | 3.22% | 40,805 | $12.0M | — |
| WAT Waters Corp. | 2.81% | 28,173 | $10.5M | — |
| MA Mastercard Inc. Class A | 2.77% | 19,553 | $10.3M | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.76% | 392,603 | $10.3M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.71% | 90,253 | $10.0M | — |
| INTU Intuit Inc. | 2.67% | 15,761 | $9.9M | — |
| PG The Procter & Gamble Co. | 2.26% | 50,094 | $8.4M | — |
| AZO AutoZone Inc. | 2.19% | 2,536 | $8.1M | — |
| ADBE Adobe Inc. | 2.10% | 17,558 | $7.8M | — |
| PYPL PayPal Holdings Inc. | 1.99% | 86,750 | $7.4M | — |
| VDE Vanguard Energy ETF | 1.86% | 56,857 | $6.9M | — |
| VPL Vanguard Ftse Pacific ETF | 1.83% | 95,564 | $6.8M | — |
| VOO Vanguard S&P 500 ETF | 1.67% | 11,544 | $6.2M | — |
| ACN Accenture PLC Class A | 1.67% | 17,653 | $6.2M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 1.64% | 70,675 | $6.1M | — |
| ZTS Zoetis Inc. | 1.61% | 36,756 | $6.0M | — |
| GDX Vaneck Gold Miners ETF | 1.58% | 173,253 | $5.9M | — |
| UL Unilever PLC | 1.34% | 87,828 | $5.0M | — |
| ASML ASML Holding NV-NY Reg SHS | 1.33% | 7,108 | $4.9M | — |
| URTH iShares MSCI World ETF | 1.13% | 26,902 | $4.2M | — |
| AAPL Apple Inc. | 1.08% | 16,083 | $4.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 8,237 | $3.7M | — |
| RELX Relx PLC - Spon ADR | 0.98% | 80,220 | $3.6M | — |
| PEP Pepsico Inc. | 0.97% | 23,545 | $3.6M | — |
| URA Global X Uranium ETF | 0.92% | 127,267 | $3.4M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.91% | 17,116 | $3.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 5,545 | $3.2M | — |
| META Meta Platforms Inc. Class A | 0.83% | 5,294 | $3.1M | — |
| NVDA Nvidia Corp. | 0.80% | 22,198 | $3.0M | — |
| SGOL Abrdn Physical Gold Shares | 0.77% | 114,918 | $2.9M | — |
| IAU iShares Gold Trust | 0.77% | 57,407 | $2.8M | — |
| ANET Arista Networks Inc. | 0.71% | 23,916 | $2.6M | — |
| DEO Diageo PLC-Sponsored ADR | 0.70% | 20,343 | $2.6M | — |
| IWM iShares Russell 2000 ETF | 0.69% | 11,520 | $2.5M | — |
| CL Colgate-Palmolive Co. | 0.68% | 27,670 | $2.5M | — |
| UNH Unitedhealth Group Inc. | 0.64% | 4,722 | $2.4M | — |
| ISRG Intuitive Surgical Inc. | 0.59% | 4,230 | $2.2M | — |
| JNJ Johnson & Johnson | 0.58% | 14,968 | $2.2M | — |
| CB Chubb Ltd. | 0.54% | 7,297 | $2.0M | — |
| BKNG Booking Holdings Inc. | 0.51% | 382 | $1.9M | — |
| MCD McDonald's Corp. | 0.50% | 6,364 | $1.8M | — |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 3,416 | $1.8M | — |
| MDLZ Mondelez International Inc. Class A | 0.47% | 29,136 | $1.7M | — |
| AZN Astrazeneca PLC-Spons ADR | 0.38% | 21,593 | $1.4M | — |
| BDX Becton Dickinson and Co. | 0.37% | 6,080 | $1.4M | — |
| GHC Graham Holdings Co. Class B | 0.37% | 1,563 | $1.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 4,699 | $1.4M | — |
| IEF iShares 7-10 Year Treasury B | 0.29% | 11,687 | $1.1M | — |
| ACWI iShares MSCI Acwi ETF | 0.27% | 8,511 | $1.0M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 19,858 | $873K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.22% | 14,101 | $829K | — |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 6,275 | $829K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 9,931 | $814K | — |
| CSCO Cisco Systems Inc. | 0.21% | 13,157 | $779K | — |
| HDV iShares Core High Dividend E | 0.20% | 6,608 | $742K | — |
| SPGI S&P Global Inc. | 0.20% | 1,465 | $730K | — |
| GOOG Alphabet Inc. Class C | 0.17% | 3,394 | $646K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.16% | 5,991 | $603K | — |
| BND Vanguard Total Bond Market | 0.16% | 8,027 | $577K | — |
| TIP iShares Tips Bond ETF | 0.14% | 4,822 | $514K | — |
| IWF iShares Russell 1000 Growth | 0.14% | 1,262 | $507K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,848 | $498K | — |
| XOM Exxon Mobil Corp. | 0.13% | 4,466 | $480K | — |
| IDV iShares International Select | 0.13% | 17,491 | $479K | — |
| KO The Coca-Cola Co. | 0.12% | 7,357 | $458K | — |
| CTVA Corteva Inc. | 0.12% | 7,672 | $437K | — |
| IVV iShares Core S&P 500 ETF | 0.11% | 701 | $413K | — |
| MU Micron Technology Inc. | 0.11% | 4,733 | $398K | — |
| IXN iShares Global Tech ETF | 0.11% | 4,620 | $392K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.09% | 5,461 | $347K | — |
| TCOM Trip.com Group Ltd.-ADR | 0.09% | 4,912 | $337K | — |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 7,425 | $327K | — |
| SKYY First Trust Cloud Computing | 0.09% | 2,689 | $320K | — |
| NEE Nextera Energy Inc. | 0.09% | 4,467 | $320K | — |
| FNV Franco-Nevada Corp. | 0.09% | 2,700 | $317K | — |
| SNY Sanofi-ADR | 0.08% | 6,464 | $312K | — |
| MATX Matson Inc. | 0.08% | 2,300 | $310K | — |
| WTM White Mountains Insurance GP | 0.08% | 154 | $300K | — |
| FDN First Trust DJ Internet Ind | 0.08% | 1,217 | $296K | — |
| NKE Nike Inc. Class B | 0.08% | 3,877 | $293K | — |
| ABBV Abbvie Inc. | 0.07% | 1,488 | $264K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 720 | $264K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 2,279 | $263K | — |
| WPM Wheaton Precious Metals Corp. | 0.06% | 4,200 | $236K | — |
| BBH Vaneck Biotech ETF | 0.06% | 1,500 | $235K | — |
| IYW iShares Ustechnology ETF | 0.06% | 1,448 | $231K | — |
| SCHA Schwab US Small-Cap ETF | 0.06% | 8,858 | $229K | — |
| NOW ServiceNow Inc. | 0.06% | 208 | $221K | — |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 1,014 | $199K | — |
| TTWO Take-Two Interactive Softwre | 0.05% | 1,069 | $197K | — |
| DD Dupont DE Nemours Inc. | 0.05% | 2,521 | $192K | — |
| NFLX Netflix Inc. | 0.05% | 210 | $187K | — |
| EWJ iShares MSCI Japan ETF | 0.05% | 2,750 | $185K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 308 | $405.8M | GLD, VT, GDX, MSFT, GOOGL |
| Q4 2025 | 284 | $426.3M | GLD, VT, MSFT, GDX, GOOGL |
| Q3 2025 | 280 | $442.9M | GLD, VT, MSFT, GOOGL, AMZN |
| Q2 2025Amended | 237 | $394.5M | VT, GLD, MSFT, GOOGL, AMZN |
| Q1 2025Amended | 248 | $359.0M | VT, GLD, MSFT, V, GOOGL |
| Q4 2024 | 245 | $371.5M | VT, GLD, MSFT, GOOGL, AMZN |