Evelyn Partners Asset Management Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed November 26, 2025), Evelyn Partners Asset Management Ltd reported 237 stock positions worth $394.5 million. Its top holding was Vanguard Tot World STK ETF (VT) at 7.0% of the portfolio, followed by SPDR Gold Shares (GLD, 6.1%) and Microsoft (MSFT, 5.5%). Compared with Q1 2025, it opened 2 new positions, sold out of 13, added to 44 and reduced 35. The biggest buy was a new position in Vanguard Ftse Europe ETF (VGK) and the biggest sale Procter & Gamble (PG, shares −44%).
- Most Recent 13F
- Q1 2026
- Location
- London, X0
- CIK
- 0002065207
- Portfolio Value
- $394.5M (Q2 2025)
- SEC Filing
- 0001420506-25-003506 ↗ filed Nov 26, 2025
Holdings Value
Holdings 237 stocks · $394.5M
| VT Vanguard Tot World STK ETF | 7.04% | 215,976 | $27.8M | Reduce -7.6% |
| GLD SPDR Gold Shares | 6.13% | 79,307 | $24.2M | Add +0.7% |
| MSFT Microsoft Corp. | 5.55% | 43,989 | $21.9M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 3.82% | 85,619 | $15.1M | Add +10.7% |
| AMZN Amazon.com Inc. | 3.71% | 66,753 | $14.6M | Add +16.3% |
| V Visa Inc. Class A | 3.42% | 38,057 | $13.5M | Add +0.3% |
| SYK Stryker Corp. | 3.11% | 30,960 | $12.3M | Add +0.2% |
| ADP Automatic Data Processing | 2.86% | 36,568 | $11.3M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.78% | 88,442 | $11.0M | Add +10.8% |
| INTU Intuit Inc. | 2.76% | 13,844 | $10.9M | Reduce -3.7% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.46% | 376,897 | $9.7M | Reduce -7.4% |
| MA Mastercard Inc. Class A | 2.39% | 16,785 | $9.4M | Reduce -0.2% |
| GDX Vaneck Gold Miners ETF | 2.39% | 180,763 | $9.4M | Add +2.2% |
| VPL Vanguard Ftse Pacific ETF | 2.15% | 103,063 | $8.5M | Add +4.1% |
| AZO AutoZone Inc. | 2.14% | 2,273 | $8.4M | Reduce -0.4% |
| WAT Waters Corp. | 2.13% | 24,117 | $8.4M | Add +0.4% |
| ZTS Zoetis Inc. | 2.01% | 50,807 | $7.9M | Add +19.8% |
| ADBE Adobe Inc. | 1.91% | 19,525 | $7.6M | Add +22.4% |
| VDE Vanguard Energy ETF | 1.81% | 59,841 | $7.1M | Add +2.8% |
| URA Global X Uranium ETF | 1.62% | 164,698 | $6.4M | Reduce -4.3% |
| PYPL PayPal Holdings Inc. | 1.60% | 85,180 | $6.3M | Add +9.1% |
| SGOL Abrdn Physical Gold Shares | 1.59% | 198,705 | $6.3M | Reduce -4.3% |
| VOO Vanguard S&P 500 ETF | 1.56% | 10,836 | $6.2M | Reduce -1.5% |
| ACN Accenture PLC Class A | 1.51% | 19,935 | $6.0M | Add +1.1% |
| ASML ASML Holding NV-NY Reg SHS | 1.46% | 7,210 | $5.8M | Add +0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.41% | 80,622 | $5.6M | Add +2.4% |
| UL Unilever PLC | 1.37% | 88,327 | $5.4M | Reduce -1.1% |
| IAU iShares Gold Trust | 1.27% | 80,497 | $5.0M | No change |
| VGK Vanguard Ftse Europe ETF | 1.22% | 62,202 | $4.8M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.22% | 17,136 | $4.8M | Add +710.6% |
| URTH iShares MSCI World ETF | 1.19% | 27,770 | $4.7M | Add +2.2% |
| RELX Relx PLC - Spon ADR | 1.12% | 81,215 | $4.4M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 8,453 | $4.1M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.03% | 5,493 | $4.1M | Add +3.2% |
| PG The Procter & Gamble Co. | 1.02% | 25,246 | $4.0M | Reduce -44.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.01% | 17,569 | $4.0M | Add +2.3% |
| NVDA Nvidia Corp. | 0.90% | 22,426 | $3.5M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 5,398 | $3.3M | Add +5.0% |
| IWV iShares Russell 3000 ETF | 0.72% | 8,078 | $2.8M | Add +0.1% |
| ANET Arista Networks Inc. | 0.65% | 25,152 | $2.6M | Add +2.5% |
| CL Colgate-Palmolive Co. | 0.64% | 27,589 | $2.5M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.64% | 16,409 | $2.5M | Add +4.3% |
| ISRG Intuitive Surgical Inc. | 0.62% | 4,531 | $2.5M | Add +4.9% |
| BKNG Booking Holdings Inc. | 0.60% | 409 | $2.4M | Add +4.6% |
| CB Chubb Ltd. | 0.58% | 7,858 | $2.3M | Add +5.3% |
| MDLZ Mondelez International Inc. Class A | 0.55% | 32,100 | $2.2M | Add +4.8% |
| DEO Diageo PLC-Sponsored ADR | 0.53% | 20,695 | $2.1M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.49% | 6,682 | $2.0M | Add +4.3% |
| ACWI iShares MSCI Acwi ETF | 0.49% | 14,928 | $1.9M | Add +0.3% |
| PEP Pepsico Inc. | 0.46% | 13,858 | $1.8M | Reduce -28.6% |
| GS Goldman Sachs Group Inc. | 0.44% | 2,458 | $1.7M | Add +608.4% |
| IWM iShares Russell 2000 ETF | 0.44% | 8,043 | $1.7M | Add +0.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.39% | 22,131 | $1.5M | Add +2.5% |
| GHC Graham Holdings Co. Class B | 0.37% | 1,563 | $1.5M | No change |
| AAPL Apple Inc. | 0.34% | 6,518 | $1.3M | Reduce -58.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 3,849 | $1.2M | Reduce -17.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 13,790 | $1.1M | Add +9.9% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 2,611 | $1.1M | Add +17.7% |
| IEF iShares 7-10 Year Treasury B | 0.26% | 10,740 | $1.0M | Add +0.1% |
| RIO Rio Tinto PLC-Spon ADR | 0.23% | 15,616 | $911K | Add +5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 19,028 | $900K | Reduce -4.1% |
| CSCO Cisco Systems Inc. | 0.22% | 12,761 | $885K | Reduce -2.6% |
| BND Vanguard Total Bond Market | 0.18% | 9,453 | $696K | Add +17.5% |
| SDY SS SPDR S&P Dividend ETF | 0.17% | 5,023 | $682K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.16% | 6,013 | $619K | Add +19.4% |
| GOOG Alphabet Inc. Class C | 0.15% | 3,277 | $581K | Reduce -5.8% |
| CTVA Corteva Inc. | 0.14% | 7,672 | $572K | No change |
| MU Micron Technology Inc. | 0.14% | 4,618 | $569K | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,250 | $531K | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.13% | 7,357 | $521K | No change |
| XOM Exxon Mobil Corp. | 0.12% | 4,466 | $481K | No change |
| TIP iShares Tips Bond ETF | 0.12% | 4,167 | $459K | Reduce -7.8% |
| FNV Franco-Nevada Corp. | 0.11% | 2,700 | $444K | No change |
| IVV iShares Core S&P 500 ETF | 0.11% | 701 | $435K | No change |
| SNY Sanofi-ADR | 0.11% | 8,904 | $430K | Add +27.2% |
| HDV iShares Core High Dividend E | 0.10% | 3,304 | $387K | Reduce -50.0% |
| WPM Wheaton Precious Metals Corp. | 0.10% | 4,200 | $378K | No change |
| FDN First Trust DJ Internet Ind | 0.08% | 1,217 | $328K | No change |
| SKYY First Trust Cloud Computing | 0.08% | 2,689 | $327K | No change |
| IXN iShares Global Tech ETF | 0.08% | 3,482 | $322K | No change |
| NEE Nextera Energy Inc. | 0.08% | 4,352 | $302K | Reduce -2.6% |
| TCOM Trip.com Group Ltd.-ADR | 0.07% | 4,912 | $288K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 720 | $286K | No change |
| NFLX Netflix Inc. | 0.07% | 210 | $281K | No change |
| WTM White Mountains Insurance GP | 0.07% | 154 | $277K | No change |
| ABBV Abbvie Inc. | 0.07% | 1,488 | $276K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 5,267 | $261K | No change |
| MATX Matson Inc. | 0.06% | 2,300 | $256K | No change |
| TTWO Take-Two Interactive Softwre | 0.06% | 1,049 | $255K | Reduce -1.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.06% | 3,361 | $254K | No change |
| IYW iShares Ustechnology ETF | 0.06% | 1,448 | $251K | No change |
| SCHA Schwab US Small-Cap ETF | 0.06% | 8,858 | $224K | No change |
| NKE Nike Inc. Class B | 0.05% | 3,028 | $215K | Reduce -2.6% |
| NOW ServiceNow Inc. | 0.05% | 208 | $214K | No change |
| EWJ iShares MSCI Japan ETF | 0.05% | 2,750 | $206K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 709 | $206K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 990 | $203K | No change |
| RTX RTX Corp. | 0.05% | 1,317 | $192K | No change |
| VEA Vanguard Ftse Developed ETF | 0.05% | 3,182 | $181K | No change |
| DD Dupont DE Nemours Inc. | 0.04% | 2,521 | $173K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| PG The Procter & Gamble Co. | Reduce -44.2% | 1.02% | −1.13 |
| AAPL Apple Inc. | Reduce -58.9% | 0.34% | −0.64 |
| VT Vanguard Tot World STK ETF | Reduce -7.6% | 7.04% | −0.51 |
| UNH Unitedhealth Group Inc. | Reduce -95.5% | 0.01% | −0.50 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -7.4% | 2.46% | −0.41 |
| BDX Becton Dickinson and Co. | Reduce -92.5% | 0.02% | −0.36 |
| PEP Pepsico Inc. | Reduce -28.6% | 0.46% | −0.35 |
| AZO AutoZone Inc. | Reduce -0.4% | 2.14% | −0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 1.04% | −0.22 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 2.39% | −0.18 |
| IDV iShares International Select | Sold out | 0.00% | −0.15 |
| SGOL Abrdn Physical Gold Shares | Reduce -4.3% | 1.59% | −0.14 |
| HDV iShares Core High Dividend E | Reduce -50.0% | 0.10% | −0.12 |
| UL Unilever PLC | Reduce -1.1% | 1.37% | −0.11 |
| CL Colgate-Palmolive Co. | Reduce -1.2% | 0.64% | −0.09 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.7% | 0.53% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -17.9% | 0.30% | −0.06 |
| RELX Relx PLC - Spon ADR | Reduce -1.3% | 1.12% | −0.04 |
| BP BP PLC-Spons ADR | Reduce -93.4% | 0.00% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -7.8% | 0.12% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 1.56% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -68.1% | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -2.6% | 0.08% | −0.01 |
| GOVI Invesco Equal Weight 0-30 YR | Sold out | 0.00% | −0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.01 |
| IEX Idex Corp. | Sold out | 0.00% | −0.00 |
| IP International Paper Co. | Sold out | 0.00% | −0.00 |
| SLB SLB Ltd. | Reduce -53.3% | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -5.8% | 0.15% | −0.00 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.00 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.00 |
| HON Honeywell International Inc. | Reduce -36.4% | 0.01% | −0.00 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.00 |
| BAC Bank of America Corp. | Reduce -4.1% | 0.23% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -51.6% | 0.00% | −0.00 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.6% | 0.22% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -2.6% | 0.05% | −0.00 |
| BA The Boeing Co. | Sold out | 0.00% | −0.00 |
| EWD iShares MSCI Sweden ETF | Sold out | 0.00% | −0.00 |
| XLK SS Technology Select Sector | Reduce -4.8% | 0.04% | +0.00 |
| TTWO Take-Two Interactive Softwre | Reduce -1.9% | 0.06% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 0.13% | +0.01 |
| MU Micron Technology Inc. | Reduce -1.3% | 0.14% | +0.03 |
| INTU Intuit Inc. | Reduce -3.7% | 2.76% | +0.30 |
| URA Global X Uranium ETF | Reduce -4.3% | 1.62% | +0.52 |
Portfolio Buys Q1 2025 → Q2 2025
| VGK Vanguard Ftse Europe ETF | New | 1.22% | +1.22 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +710.6% | 1.22% | +1.06 |
| MSFT Microsoft Corp. | Add +0.1% | 5.55% | +0.95 |
| AMZN Amazon.com Inc. | Add +16.3% | 3.71% | +0.67 |
| DIS The Walt Disney Co. | Add +10.8% | 2.78% | +0.59 |
| GOOGL Alphabet Inc. Class A | Add +10.7% | 3.82% | +0.49 |
| GS Goldman Sachs Group Inc. | Add +608.4% | 0.44% | +0.39 |
| NVDA Nvidia Corp. | Add +1.1% | 0.90% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.3% | 1.01% | +0.21 |
| ADBE Adobe Inc. | Add +22.4% | 1.91% | +0.21 |
| PYPL PayPal Holdings Inc. | Add +9.1% | 1.60% | +0.19 |
| META Meta Platforms Inc. Class A | Add +3.2% | 1.03% | +0.17 |
| VPL Vanguard Ftse Pacific ETF | Add +4.1% | 2.15% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.6% | 1.46% | +0.14 |
| GDX Vaneck Gold Miners ETF | Add +2.2% | 2.39% | +0.12 |
| BKNG Booking Holdings Inc. | Add +4.6% | 0.60% | +0.10 |
| ZTS Zoetis Inc. | Add +19.8% | 2.01% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.0% | 0.85% | +0.04 |
| URTH iShares MSCI World ETF | Add +2.2% | 1.19% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +4.9% | 0.62% | +0.03 |
| BND Vanguard Total Bond Market | Add +17.5% | 0.18% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +19.4% | 0.16% | +0.01 |
| QCLN First Trust Nasdaq Clean Edg | Add +18.6% | 0.04% | +0.01 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.72% | +0.00 |
| ACWI iShares MSCI Acwi ETF | Add +0.3% | 0.49% | +0.00 |
| SNY Sanofi-ADR | Add +27.2% | 0.11% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +9.9% | 0.29% | +0.00 |
| AZ A2Z CUST2MATE Solutions Corp. | New | 0.00% | 0.00 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.44% | −0.01 |
| RIO Rio Tinto PLC-Spon ADR | Add +5.7% | 0.23% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Add +0.1% | 0.26% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Add +4.8% | 0.55% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +17.7% | 0.27% | −0.04 |
| AZN Astrazeneca PLC-Spons ADR | Add +2.5% | 0.39% | −0.05 |
| CB Chubb Ltd. | Add +5.3% | 0.58% | −0.05 |
| MCD McDonald's Corp. | Add +4.3% | 0.49% | −0.06 |
| JNJ Johnson & Johnson | Add +4.3% | 0.64% | −0.09 |
| SYK Stryker Corp. | Add +0.2% | 3.11% | −0.10 |
| ANET Arista Networks Inc. | Add +2.5% | 0.65% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.4% | 1.41% | −0.11 |
| GLD SPDR Gold Shares | Add +0.7% | 6.13% | −0.20 |
| ACN Accenture PLC Class A | Add +1.1% | 1.51% | −0.20 |
| ADP Automatic Data Processing | Add +0.4% | 2.86% | −0.24 |
| V Visa Inc. Class A | Add +0.3% | 3.42% | −0.28 |
| VDE Vanguard Energy ETF | Add +2.8% | 1.81% | −0.30 |
| WAT Waters Corp. | Add +0.4% | 2.13% | −0.33 |
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 |