13F Insight
DOSSIER · 13F-HR · Q1 2026

Evelyn Partners Asset Management Ltd

Evelyn Asset's family office based in Chicago, IL — $406M in tracked AUM across 308 positions as of Q1 2026.

EA
Evelyn Asset·Chicago, IL·Family Office
CIK 0002065207 · last filed Mar 31, 2026
Total AUM
$406M
▲ 13.1%
vs prior
Holdings
308
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · 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

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