Evelyn Partners Asset Management Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed December 8, 2025), Evelyn Partners Asset Management Ltd reported 248 stock positions worth $359.0 million. Its top holding was Vanguard Tot World STK ETF (VT) at 7.5% of the portfolio, followed by SPDR Gold Shares (GLD, 6.3%) and Microsoft (MSFT, 4.6%). Compared with Q4 2024, it opened 7 new positions, sold out of 4, added to 38 and reduced 49. The biggest buy was Abrdn Physical Gold Shares (SGOL, shares +81%) and the biggest sale Alphabet Class A (GOOGL, shares −5%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065207
- Portfolio Value
- $359.0M (Q1 2025)
- SEC Filing
- 0001420506-25-003528 ↗ filed Dec 8, 2025
Holdings Value
Holdings 248 stocks · $359.0M
| VT Vanguard Tot World STK ETF | 7.55% | 233,631 | $27.1M | Add +6.5% |
| GLD SPDR Gold Shares | 6.32% | 78,783 | $22.7M | Reduce -18.4% |
| MSFT Microsoft Corp. | 4.60% | 43,960 | $16.5M | Reduce -8.1% |
| V Visa Inc. Class A | 3.70% | 37,945 | $13.3M | Reduce -10.9% |
| GOOGL Alphabet Inc. Class A | 3.33% | 77,360 | $12.0M | Reduce -5.4% |
| SYK Stryker Corp. | 3.20% | 30,893 | $11.5M | Reduce -7.7% |
| ADP Automatic Data Processing | 3.10% | 36,423 | $11.1M | Reduce -10.7% |
| AMZN Amazon.com Inc. | 3.04% | 57,382 | $10.9M | Reduce -10.0% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.86% | 406,971 | $10.3M | Add +3.7% |
| MA Mastercard Inc. Class A | 2.57% | 16,816 | $9.2M | Reduce -14.0% |
| WAT Waters Corp. | 2.47% | 24,013 | $8.9M | Reduce -14.8% |
| INTU Intuit Inc. | 2.46% | 14,379 | $8.8M | Reduce -8.8% |
| AZO AutoZone Inc. | 2.42% | 2,283 | $8.7M | Reduce -10.0% |
| GDX Vaneck Gold Miners ETF | 2.27% | 176,878 | $8.1M | Add +2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.20% | 79,857 | $7.9M | Reduce -11.5% |
| PG The Procter & Gamble Co. | 2.15% | 45,221 | $7.7M | Reduce -9.7% |
| VDE Vanguard Energy ETF | 2.10% | 58,223 | $7.6M | Add +2.4% |
| VPL Vanguard Ftse Pacific ETF | 2.00% | 99,020 | $7.2M | Add +3.6% |
| ZTS Zoetis Inc. | 1.95% | 42,410 | $7.0M | Add +15.4% |
| SGOL Abrdn Physical Gold Shares | 1.72% | 207,517 | $6.2M | Add +80.6% |
| ACN Accenture PLC Class A | 1.71% | 19,722 | $6.2M | Add +11.7% |
| ADBE Adobe Inc. | 1.70% | 15,950 | $6.1M | Reduce -9.2% |
| VOO Vanguard S&P 500 ETF | 1.57% | 10,996 | $5.7M | Reduce -4.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.52% | 78,703 | $5.5M | Add +11.4% |
| UL Unilever PLC | 1.48% | 89,293 | $5.3M | Add +1.7% |
| PYPL PayPal Holdings Inc. | 1.42% | 78,052 | $5.1M | Reduce -10.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.32% | 7,165 | $4.7M | Add +0.8% |
| IAU iShares Gold Trust | 1.32% | 80,497 | $4.7M | Add +40.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 8,467 | $4.5M | Add +2.8% |
| URTH iShares MSCI World ETF | 1.16% | 27,162 | $4.2M | Add +1.0% |
| RELX Relx PLC - Spon ADR | 1.16% | 82,321 | $4.1M | Add +2.6% |
| URA Global X Uranium ETF | 1.10% | 172,041 | $3.9M | Add +35.2% |
| AAPL Apple Inc. | 0.98% | 15,839 | $3.5M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 0.85% | 5,321 | $3.1M | Add +0.5% |
| PEP Pepsico Inc. | 0.81% | 19,403 | $2.9M | Reduce -17.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 5,140 | $2.9M | Reduce -7.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.79% | 17,179 | $2.9M | Add +0.4% |
| ANET Arista Networks Inc. | 0.76% | 24,546 | $2.7M | Add +2.6% |
| CL Colgate-Palmolive Co. | 0.73% | 27,936 | $2.6M | Add +1.0% |
| JNJ Johnson & Johnson | 0.73% | 15,739 | $2.6M | Add +5.2% |
| IWV iShares Russell 3000 ETF | 0.71% | 8,071 | $2.6M | New |
| NVDA Nvidia Corp. | 0.67% | 22,186 | $2.4M | Reduce -0.1% |
| CB Chubb Ltd. | 0.63% | 7,463 | $2.3M | Add +2.3% |
| DEO Diageo PLC-Sponsored ADR | 0.61% | 20,840 | $2.2M | Add +2.4% |
| ISRG Intuitive Surgical Inc. | 0.60% | 4,320 | $2.1M | Add +2.1% |
| MDLZ Mondelez International Inc. Class A | 0.58% | 30,642 | $2.1M | Add +5.2% |
| MCD McDonald's Corp. | 0.56% | 6,409 | $2.0M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.51% | 3,487 | $1.8M | Reduce -26.1% |
| BKNG Booking Holdings Inc. | 0.50% | 391 | $1.8M | Add +2.4% |
| ACWI iShares MSCI Acwi ETF | 0.48% | 14,885 | $1.7M | Add +74.9% |
| IWM iShares Russell 2000 ETF | 0.45% | 8,034 | $1.6M | Reduce -30.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.44% | 21,591 | $1.6M | Reduce -0.0% |
| GHC Graham Holdings Co. Class B | 0.42% | 1,563 | $1.5M | No change |
| BDX Becton Dickinson and Co. | 0.38% | 5,892 | $1.3M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 4,689 | $1.3M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 2,218 | $1.1M | Reduce -35.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 12,551 | $1.0M | Add +26.4% |
| IEF iShares 7-10 Year Treasury B | 0.28% | 10,725 | $1.0M | Reduce -8.2% |
| RIO Rio Tinto PLC-Spon ADR | 0.25% | 14,780 | $888K | Add +4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 19,836 | $828K | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.23% | 13,100 | $808K | Reduce -0.4% |
| HDV iShares Core High Dividend E | 0.22% | 6,608 | $800K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 5,023 | $682K | Reduce -19.9% |
| BND Vanguard Total Bond Market | 0.16% | 8,044 | $591K | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 2,114 | $547K | New |
| GOOG Alphabet Inc. Class C | 0.15% | 3,480 | $544K | Add +2.5% |
| IDV iShares International Select | 0.15% | 17,491 | $543K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 4,466 | $531K | No change |
| KO The Coca-Cola Co. | 0.15% | 7,357 | $527K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.15% | 5,037 | $521K | Reduce -15.9% |
| TIP iShares Tips Bond ETF | 0.14% | 4,522 | $502K | Reduce -6.2% |
| CTVA Corteva Inc. | 0.13% | 7,672 | $483K | No change |
| IWF iShares Russell 1000 Growth | 0.13% | 1,262 | $456K | No change |
| FNV Franco-Nevada Corp. | 0.12% | 2,700 | $425K | No change |
| MU Micron Technology Inc. | 0.11% | 4,678 | $406K | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 0.11% | 701 | $394K | No change |
| SNY Sanofi-ADR | 0.11% | 7,002 | $388K | Add +8.3% |
| WPM Wheaton Precious Metals Corp. | 0.09% | 4,200 | $326K | No change |
| NEE Nextera Energy Inc. | 0.09% | 4,467 | $317K | No change |
| TCOM Trip.com Group Ltd.-ADR | 0.09% | 4,912 | $312K | No change |
| ABBV Abbvie Inc. | 0.09% | 1,488 | $312K | No change |
| WTM White Mountains Insurance GP | 0.08% | 154 | $297K | No change |
| MATX Matson Inc. | 0.08% | 2,300 | $295K | No change |
| SKYY First Trust Cloud Computing | 0.08% | 2,689 | $275K | No change |
| FDN First Trust DJ Internet Ind | 0.08% | 1,217 | $270K | No change |
| IXN iShares Global Tech ETF | 0.07% | 3,482 | $264K | Reduce -24.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 720 | $241K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 5,267 | $238K | Reduce -29.1% |
| TTWO Take-Two Interactive Softwre | 0.06% | 1,069 | $222K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.06% | 3,361 | $212K | Reduce -38.5% |
| SCHA Schwab US Small-Cap ETF | 0.06% | 8,858 | $208K | No change |
| IYW iShares Ustechnology ETF | 0.06% | 1,448 | $203K | No change |
| NKE Nike Inc. Class B | 0.06% | 3,110 | $197K | Reduce -19.8% |
| NFLX Netflix Inc. | 0.05% | 210 | $196K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 990 | $192K | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 0.05% | 347 | $190K | Add +350.6% |
| EWJ iShares MSCI Japan ETF | 0.05% | 2,750 | $189K | No change |
| DD Dupont DE Nemours Inc. | 0.05% | 2,521 | $188K | No change |
| RTX RTX Corp. | 0.05% | 1,317 | $174K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 709 | $174K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Reduce -5.4% | 3.33% | −0.83 |
| MSFT Microsoft Corp. | Reduce -8.1% | 4.60% | −0.83 |
| AMZN Amazon.com Inc. | Reduce -10.0% | 3.04% | −0.72 |
| PYPL PayPal Holdings Inc. | Reduce -10.0% | 1.42% | −0.57 |
| DIS The Walt Disney Co. | Reduce -11.5% | 2.20% | −0.51 |
| ADBE Adobe Inc. | Reduce -9.2% | 1.70% | −0.40 |
| WAT Waters Corp. | Reduce -14.8% | 2.47% | −0.35 |
| IWM iShares Russell 2000 ETF | Reduce -30.3% | 0.45% | −0.24 |
| INTU Intuit Inc. | Reduce -8.8% | 2.46% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -14.0% | 2.57% | −0.20 |
| SPGI S&P Global Inc. | Reduce -99.2% | 0.00% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -35.1% | 0.31% | −0.17 |
| PEP Pepsico Inc. | Reduce -17.6% | 0.81% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -26.1% | 0.51% | −0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.13 |
| NVDA Nvidia Corp. | Reduce -0.1% | 0.67% | −0.13 |
| ADP Automatic Data Processing | Reduce -10.7% | 3.10% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -9.7% | 2.15% | −0.11 |
| AAPL Apple Inc. | Reduce -1.5% | 0.98% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -4.8% | 1.57% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.3% | 0.80% | −0.07 |
| SYK Stryker Corp. | Reduce -7.7% | 3.20% | −0.04 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -38.5% | 0.06% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -19.9% | 0.19% | −0.03 |
| IXN iShares Global Tech ETF | Reduce -24.6% | 0.07% | −0.03 |
| BBH Vaneck Biotech ETF | Reduce -46.3% | 0.04% | −0.03 |
| NKE Nike Inc. Class B | Reduce -19.8% | 0.06% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -37.4% | 0.05% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -29.1% | 0.07% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -15.9% | 0.15% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 0.36% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -66.6% | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -74.6% | 0.00% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -8.2% | 0.28% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -90.1% | 0.00% | −0.01 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.1% | 0.23% | −0.00 |
| HD Home Depot Inc. | Reduce -7.3% | 0.02% | −0.00 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.00 |
| HUM Humana Inc. | Reduce -77.3% | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -26.3% | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.4% | 0.05% | 0.00 |
| SHEL Shell PLC-ADR | Reduce -14.9% | 0.02% | +0.00 |
| TIP iShares Tips Bond ETF | Reduce -6.2% | 0.14% | +0.00 |
| BP BP PLC-Spons ADR | Reduce -8.0% | 0.04% | +0.00 |
| BDX Becton Dickinson and Co. | Reduce -3.1% | 0.38% | +0.00 |
| MU Micron Technology Inc. | Reduce -1.2% | 0.11% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.4% | 0.23% | +0.02 |
| GLD SPDR Gold Shares | Reduce -18.4% | 6.32% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| SGOL Abrdn Physical Gold Shares | Add +80.6% | 1.72% | +0.95 |
| IWV iShares Russell 3000 ETF | New | 0.71% | +0.71 |
| GDX Vaneck Gold Miners ETF | Add +2.1% | 2.27% | +0.68 |
| VT Vanguard Tot World STK ETF | Add +6.5% | 7.55% | +0.61 |
| IAU iShares Gold Trust | Add +40.2% | 1.32% | +0.56 |
| ZTS Zoetis Inc. | Add +15.4% | 1.95% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.8% | 1.26% | +0.25 |
| VDE Vanguard Energy ETF | Add +2.4% | 2.10% | +0.25 |
| ACWI iShares MSCI Acwi ETF | Add +74.9% | 0.48% | +0.21 |
| URA Global X Uranium ETF | Add +35.2% | 1.10% | +0.18 |
| RELX Relx PLC - Spon ADR | Add +2.6% | 1.16% | +0.18 |
| VPL Vanguard Ftse Pacific ETF | Add +3.6% | 2.00% | +0.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.15% | +0.15 |
| JNJ Johnson & Johnson | Add +5.2% | 0.73% | +0.14 |
| UL Unilever PLC | Add +1.7% | 1.48% | +0.14 |
| MDLZ Mondelez International Inc. Class A | Add +5.2% | 0.58% | +0.11 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +3.7% | 2.86% | +0.10 |
| CB Chubb Ltd. | Add +2.3% | 0.63% | +0.09 |
| SHY iShares 1-3 Year Treasury Bo | Add +26.4% | 0.29% | +0.07 |
| MCD McDonald's Corp. | Add +0.7% | 0.56% | +0.06 |
| CL Colgate-Palmolive Co. | Add +1.0% | 0.73% | +0.05 |
| ANET Arista Networks Inc. | Add +2.6% | 0.76% | +0.04 |
| ACN Accenture PLC Class A | Add +11.7% | 1.71% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +350.6% | 0.05% | +0.04 |
| URTH iShares MSCI World ETF | Add +1.0% | 1.16% | +0.03 |
| SNY Sanofi-ADR | Add +8.3% | 0.11% | +0.02 |
| RIO Rio Tinto PLC-Spon ADR | Add +4.8% | 0.25% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.5% | 0.85% | +0.02 |
| OTIS Otis Worldwide Corp. | Add +212.0% | 0.02% | +0.01 |
| BND Vanguard Total Bond Market | Add +0.2% | 0.16% | +0.01 |
| COST Costco Wholesale Corp. | Add +22.6% | 0.03% | +0.01 |
| IEX Idex Corp. | New | 0.00% | +0.00 |
| IP International Paper Co. | New | 0.00% | +0.00 |
| LHX L3HARRIS Technologies Inc. | New | 0.00% | +0.00 |
| SLB SLB Ltd. | Add +114.2% | 0.01% | +0.00 |
| HON Honeywell International Inc. | Add +57.1% | 0.01% | +0.00 |
| MKL Markel Group Inc. | New | 0.00% | +0.00 |
| FCX Freeport-McMoran Inc. | New | 0.00% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +2.1% | 0.60% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.8% | 1.32% | −0.00 |
| BKNG Booking Holdings Inc. | Add +2.4% | 0.50% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 0.15% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Add +2.4% | 0.61% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +11.4% | 1.52% | −0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.4% | 0.79% | −0.12 |
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 |