DOSSIER · 13F-HR · Q1 2026
Evanson Asset Management, LLC
Evanson Asset's holding co. based in Omaha, NE — $1.9B in tracked AUM across 321 positions as of Q1 2026.
EA
Evanson Asset·Omaha, NE·Holding Co.
CIK 0001626379 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Evanson Asset Management, LLC reported a significant expansion in assets under management, with the total portfolio value growing by 50.4% from $1.23 billion to $1.85 billion during the quarter ended December 31, 2025. This substantial increase in AUM suggests a combination of strong market performance on existing holdings and likely net capital inflows from clients. The portfolio remains highly diversified, comprising 326 total holdings, which indicates a...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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