DOSSIER · 13F-HR · Q1 2026

Evelyn Partners Asset Management Ltd

$406M in tracked AUM across 308 positions as of Q1 2026.

EP
CIK 0002065207 · last filed Mar 31, 2026
Total AUM
$406M
as of Q1 2026
Holdings
308
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Evelyn Partners Asset Management Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$26M62K6.5%
02
VT
VANGUARD INTL EQUITY INDEX F
$22M156K5.3%
03
GDX
VANECK ETF TRUST
$17M186K4.2%
04
MSFT
MICROSOFT CORP
$15M40K3.7%
05
GOOGL
ALPHABET INC
$13M45K3.2%
06
VPL
VANGUARD INTL EQUITY INDEX F
$12M121K2.9%
07
AMZN
AMAZON COM INC
$12M56K2.9%
08
V
VISA INC
$11M37K2.7%
09
VDE
VANGUARD WORLD FD
$11M63K2.7%
10
AAPL
APPLE INC
$10M40K2.5%

Filing history

2026Q1Mar 31
$406M 4.8%
308 positionsView →
2025Q4Dec 31
$426M 133.7%
284 positionsView →
2025Q3Sep 30
$182M 17.9%
117 positionsView →
2025Q2Jun 30
$222M 38.9%
158 positionsLocked
2025Q1Mar 31
$160M 4.3%
102 positionsLocked
2024Q4Dec 31
$153M
106 positionsLocked