Evelyn Partners Asset Management Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Evelyn Partners Asset Management Ltd reported 280 stock positions worth $442.9 million. Its top holding was SPDR Gold Shares (GLD) at 6.8% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 6.5%) and Microsoft (MSFT, 5.3%). Compared with Q2 2025, it opened 50 new positions, sold out of 7, added to 87 and reduced 23. The biggest buy was Apple (AAPL, shares +514%) and the biggest sale Adobe (ADBE, shares −97%).

Most Recent 13F
Q1 2026
Location
London, X0
CIK
0002065207
Portfolio Value
$442.9M (Q3 2025)
SEC Filing
0001420506-25-003422 ↗ filed Nov 14, 2025

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 $442.9M Q3 2025 Q4 2025: $426.3M Q4 2025 Q1 2026: $405.8M Q1 2026

Holdings 280 stocks · $442.9M
GLD SPDR Gold Shares 6.79% 84,665 $30.1M Add +6.8%
VT Vanguard Tot World STK ETF 6.49% 208,608 $28.7M Reduce -3.4%
MSFT Microsoft Corp. 5.30% 45,333 $23.5M Add +3.1%
GOOGL Alphabet Inc. Class A 4.03% 73,455 $17.9M Reduce -14.2%
AMZN Amazon.com Inc. 3.29% 66,291 $14.6M Reduce -0.7%
GDX Vaneck Gold Miners ETF 3.19% 185,123 $14.1M Add +2.4%
V Visa Inc. Class A 3.04% 39,491 $13.5M Add +3.8%
SYK Stryker Corp. 2.70% 32,369 $12.0M Add +4.5%
ADP Automatic Data Processing 2.56% 38,665 $11.4M Add +5.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.56% 99,117 $11.3M Add +12.1%
AAPL Apple Inc. 2.30% 40,032 $10.2M Add +514.2%
MA Mastercard Inc. Class A 2.29% 17,806 $10.1M Add +6.1%
INTU Intuit Inc. 2.24% 14,539 $9.9M Add +5.0%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 2.23% 362,404 $9.9M Reduce -3.9%
AZO AutoZone Inc. 2.22% 2,293 $9.8M Add +0.9%
VPL Vanguard Ftse Pacific ETF 2.11% 106,449 $9.4M Add +3.3%
WAT Waters Corp. 1.88% 27,809 $8.3M Add +15.3%
URA Global X Uranium ETF 1.82% 169,568 $8.1M Add +3.0%
ZTS Zoetis Inc. 1.79% 54,217 $7.9M Add +6.7%
VDE Vanguard Energy ETF 1.74% 61,269 $7.7M Add +2.4%
SGOL Abrdn Physical Gold Shares 1.74% 208,960 $7.7M Add +5.2%
ASML ASML Holding NV-NY Reg SHS 1.68% 7,704 $7.5M Add +6.8%
NVO Novo-Nordisk A/S-Spons ADR 1.52% 121,458 $6.7M Add +50.6%
VOO Vanguard S&P 500 ETF 1.51% 10,953 $6.7M Add +1.1%
PYPL PayPal Holdings Inc. 1.40% 92,636 $6.2M Add +8.8%
IAU iShares Gold Trust 1.32% 80,497 $5.9M No change
UL Unilever PLC 1.30% 96,820 $5.7M Add +9.6%
ACN Accenture PLC Class A 1.26% 22,603 $5.6M Add +13.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.26% 18,953 $5.6M Add +10.6%
TSM Taiwan Semiconductor-SP ADR 1.18% 18,726 $5.2M Add +6.6%
URTH iShares MSCI World ETF 1.18% 28,764 $5.2M Add +3.6%
PPG PPG Industries Inc. 1.07% 45,144 $4.7M New
BRK.B Berkshire Hathaway Inc. Class B 1.02% 9,031 $4.5M Add +6.8%
RELX Relx PLC - Spon ADR 1.01% 93,287 $4.5M Add +14.9%
EWG iShares MSCI Germany ETF 0.96% 102,664 $4.3M New
META Meta Platforms Inc. Class A 0.95% 5,701 $4.2M Add +3.8%
NVDA Nvidia Corp. 0.92% 21,890 $4.1M Reduce -2.4%
PG The Procter & Gamble Co. 0.91% 26,292 $4.0M Add +4.1%
CME Cme Group Inc. 0.86% 14,151 $3.8M Add +100978.6%
ANET Arista Networks Inc. 0.85% 25,741 $3.8M Add +2.3%
JNJ Johnson & Johnson 0.73% 17,373 $3.2M Add +5.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.70% 4,634 $3.1M Reduce -14.2%
IWV iShares Russell 3000 ETF 0.69% 8,078 $3.1M No change
DEO Diageo PLC-Sponsored ADR 0.56% 26,018 $2.5M Add +25.7%
BKNG Booking Holdings Inc. 0.54% 443 $2.4M Add +8.3%
CB Chubb Ltd. 0.53% 8,242 $2.3M Add +4.9%
CL Colgate-Palmolive Co. 0.49% 27,168 $2.2M Reduce -1.5%
MCD McDonald's Corp. 0.48% 7,011 $2.1M Add +4.9%
ISRG Intuitive Surgical Inc. 0.48% 4,758 $2.1M Add +5.0%
ACWI iShares MSCI Acwi ETF 0.47% 14,928 $2.1M No change
PEP Pepsico Inc. 0.47% 14,684 $2.1M Add +6.0%
GS Goldman Sachs Group Inc. 0.46% 2,577 $2.1M Add +4.8%
MDLZ Mondelez International Inc. Class A 0.45% 32,091 $2.0M Reduce -0.0%
GHC Graham Holdings Co. Class B 0.42% 1,563 $1.8M No change
IVV iShares Core S&P 500 ETF 0.41% 2,739 $1.8M Add +290.7%
AZN Astrazeneca PLC-Spons ADR 0.40% 23,091 $1.8M Add +4.3%
IWM iShares Russell 2000 ETF 0.39% 7,193 $1.7M Reduce -10.6%
TMO Thermo Fisher Scientific Inc. 0.30% 2,712 $1.3M Add +3.9%
SHY iShares 1-3 Year Treasury Bo 0.26% 13,807 $1.1M Add +0.1%
RIO Rio Tinto PLC-Spon ADR 0.26% 17,211 $1.1M Add +10.2%
IEF iShares 7-10 Year Treasury B 0.23% 10,750 $1.0M Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 18,730 $966K Reduce -1.6%
VTI VG Morningstar TS MKT ETF-US 0.20% 2,686 $881K Reduce -30.2%
LLY Eli Lilly & Co. 0.19% 1,118 $853K Add +22260.0%
GOOG Alphabet Inc. Class C 0.19% 3,437 $837K Add +4.9%
VGK Vanguard Ftse Europe ETF 0.19% 10,482 $836K Reduce -83.2%
STIP iShares 0-5 Year Tips Bond E 0.19% 8,043 $831K Add +33.8%
MU Micron Technology Inc. 0.17% 4,583 $767K Reduce -0.8%
CSCO Cisco Systems Inc. 0.17% 10,916 $747K Reduce -14.5%
BND Vanguard Total Bond Market 0.16% 9,471 $704K Add +0.2%
SDY SS SPDR S&P Dividend ETF 0.16% 5,023 $703K No change
FNV Franco-Nevada Corp. 0.14% 2,700 $601K No change
IWF iShares Russell 1000 Growth 0.13% 1,250 $586K No change
XOM Exxon Mobil Corp. 0.12% 4,707 $531K Add +5.4%
SNY Sanofi-ADR 0.12% 11,192 $528K Add +25.7%
CTVA Corteva Inc. 0.12% 7,672 $519K No change
KO The Coca-Cola Co. 0.11% 7,357 $488K No change
WPM Wheaton Precious Metals Corp. 0.11% 4,200 $470K No change
HDV iShares Core High Dividend E 0.09% 3,304 $405K No change
TIP iShares Tips Bond ETF 0.09% 3,567 $397K Reduce -14.4%
TCOM Trip.com Group Ltd.-ADR 0.08% 4,912 $369K No change
ABBV Abbvie Inc. 0.08% 1,579 $366K Add +6.1%
NEE Nextera Energy Inc. 0.07% 4,352 $329K No change
JPM JPMorgan Chase & Co. 0.07% 1,013 $320K Add +42.9%
VOOG Vanguard S&P 500 Growth ETF 0.07% 720 $314K No change
EWJ iShares MSCI Japan ETF 0.07% 3,750 $301K Add +36.4%
NFLX Netflix Inc. 0.07% 240 $288K Add +14.3%
VWO Vanguard Ftse Emerging Marke 0.06% 5,267 $285K No change
IYW iShares Ustechnology ETF 0.06% 1,448 $284K No change
TTWO Take-Two Interactive Softwre 0.06% 1,046 $270K Reduce -0.3%
EPP iShares MSCI Pacific Ex Japa 0.06% 5,000 $258K Add +56.3%
WTM White Mountains Insurance GP 0.06% 154 $257K No change
BX Blackstone Inc. 0.06% 1,503 $257K Add +62.5%
CIBR First Trust Nasdaq Cybersecu 0.06% 3,361 $255K No change
SCHA Schwab US Small-Cap ETF 0.06% 8,858 $247K No change
RTX RTX Corp. 0.06% 1,470 $246K Add +11.6%
MATX Matson Inc. 0.05% 2,300 $227K No change
NOW ServiceNow Inc. 0.05% 244 $225K Add +17.3%
VIG Vanguard Dividend Apprec ETF 0.05% 990 $214K No change
EWU iShares MSCI United Kingdom 0.05% 4,767 $200K Add +521.5%

Show all 280 holdings

Portfolio Sells Q2 2025 → Q3 2025
ADBE Adobe Inc. Reduce -97.4% 0.04% −1.87
VGK Vanguard Ftse Europe ETF Reduce -83.2% 0.19% −1.03
VT Vanguard Tot World STK ETF Reduce -3.4% 6.49% −0.55
AMZN Amazon.com Inc. Reduce -0.7% 3.29% −0.43
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Reduce -3.9% 2.23% −0.22
SPY SS SPDR S&P 500 ETF Trust-US Reduce -14.2% 0.70% −0.15
CL Colgate-Palmolive Co. Reduce -1.5% 0.49% −0.15
VTI VG Morningstar TS MKT ETF-US Reduce -30.2% 0.20% −0.10
MDLZ Mondelez International Inc. Class A Reduce -0.0% 0.45% −0.10
FDN First Trust DJ Internet Ind Sold out 0.00% −0.08
SKYY First Trust Cloud Computing Sold out 0.00% −0.08
IXN iShares Global Tech ETF Sold out 0.00% −0.08
CSCO Cisco Systems Inc. Reduce -14.5% 0.17% −0.06
IWM iShares Russell 2000 ETF Reduce -10.6% 0.39% −0.05
VRSK Verisk Analytics Inc. Reduce -94.0% 0.00% −0.03
TIP iShares Tips Bond ETF Reduce -14.4% 0.09% −0.03
NKE Nike Inc. Class B Reduce -14.0% 0.04% −0.01
BAC Bank of America Corp. Reduce -1.6% 0.22% −0.01
LRCX Lam Research Corp. Sold out 0.00% −0.01
ANSS Ansys Inc. Sold out 0.00% −0.01
SBUX Starbucks Corp. Reduce -24.1% 0.01% −0.00
TTWO Take-Two Interactive Softwre Reduce -0.3% 0.06% −0.00
KRBN KS Global Carbon Stratgy ETF Reduce -76.5% 0.00% −0.00
SCZ iShares MSCI Eafe Small-Cap Sold out 0.00% −0.00
BDX Becton Dickinson and Co. Reduce -5.4% 0.02% −0.00
VWOB Vanguard Emerg MKTS Gov BND Reduce -11.9% 0.00% −0.00
AZ A2Z CUST2MATE Solutions Corp. Sold out 0.00% 0.00
NVDA Nvidia Corp. Reduce -2.4% 0.92% +0.02
MU Micron Technology Inc. Reduce -0.8% 0.17% +0.03
GOOGL Alphabet Inc. Class A Reduce -14.2% 4.03% +0.21

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +514.2% 2.30% +1.96
PPG PPG Industries Inc. New 1.07% +1.07
EWG iShares MSCI Germany ETF New 0.96% +0.96
CME Cme Group Inc. Add +100978.6% 0.86% +0.86
GDX Vaneck Gold Miners ETF Add +2.4% 3.19% +0.81
GLD SPDR Gold Shares Add +6.8% 6.79% +0.67
IVV iShares Core S&P 500 ETF Add +290.7% 0.41% +0.30
ASML ASML Holding NV-NY Reg SHS Add +6.8% 1.68% +0.22
URA Global X Uranium ETF Add +3.0% 1.82% +0.20
ANET Arista Networks Inc. Add +2.3% 0.85% +0.19
LLY Eli Lilly & Co. Add +22260.0% 0.19% +0.19
TSM Taiwan Semiconductor-SP ADR Add +6.6% 1.18% +0.17
SGOL Abrdn Physical Gold Shares Add +5.2% 1.74% +0.15
NVO Novo-Nordisk A/S-Spons ADR Add +50.6% 1.52% +0.11
JNJ Johnson & Johnson Add +5.9% 0.73% +0.09
AZO AutoZone Inc. Add +0.9% 2.22% +0.08
GOOG Alphabet Inc. Class C Add +4.9% 0.19% +0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +10.6% 1.26% +0.04
EWU iShares MSCI United Kingdom Add +521.5% 0.05% +0.04
SHOP Shopify Inc. Class A New 0.04% +0.04
DEO Diageo PLC-Sponsored ADR Add +25.7% 0.56% +0.03
STIP iShares 0-5 Year Tips Bond E Add +33.8% 0.19% +0.03
TMO Thermo Fisher Scientific Inc. Add +3.9% 0.30% +0.03
PGR Progressive Corp. New 0.03% +0.03
SPGI S&P Global Inc. Add +2041.7% 0.03% +0.03
APH Amphenol Corp. Class A Add +754.0% 0.03% +0.03
CRWD CrowdStrike Holdings Inc. Class A New 0.03% +0.03
RIO Rio Tinto PLC-Spon ADR Add +10.2% 0.26% +0.03
ROP Roper Technologies Inc. New 0.03% +0.03
BX Blackstone Inc. Add +62.5% 0.06% +0.02
GS Goldman Sachs Group Inc. Add +4.8% 0.46% +0.02
CRH CRH PLC New 0.02% +0.02
JPM JPMorgan Chase & Co. Add +42.9% 0.07% +0.02
TFPM Triple Flag Precious Met New 0.02% +0.02
EPP iShares MSCI Pacific Ex Japa Add +56.3% 0.06% +0.02
EWJ iShares MSCI Japan ETF Add +36.4% 0.07% +0.02
WMT Walmart Inc. Add +117.9% 0.03% +0.01
IJH iShares Core S&P Midcap ETF New 0.01% +0.01
AVGO Broadcom Inc. Add +871.4% 0.02% +0.01
VTV Vanguard Mrngstr Val ETF-Aui New 0.01% +0.01
COST Costco Wholesale Corp. Add +69.6% 0.04% +0.01
ABBV Abbvie Inc. Add +6.1% 0.08% +0.01
SNY Sanofi-ADR Add +25.7% 0.12% +0.01
AXON Axon Enterprise Inc. New 0.01% +0.01
AZN Astrazeneca PLC-Spons ADR Add +4.3% 0.40% +0.01
CSX CSX Corp. Add +130.9% 0.01% +0.01
DE Deere & Co. Add +521.4% 0.01% +0.01
RTX RTX Corp. Add +11.6% 0.06% +0.01
ORCL Oracle Corp. New 0.01% +0.01
BMY Bristol-Myers Squibb Co. 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