Institutional Fund
Evelyn Partners Asset Management Ltd
London, United KingdomCIK 20652078 filings on record
Portfolio Value
$405.81M
Q1 2026
Holdings
308
Reported positions
New Buys
28
Opened this quarter
QoQ Change
-4.8%
from $426.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Gold Tr6.5%
- Vanguard Intl Equity Index F5.3%
- Vaneck ETF Trust4.2%
- Microsoft Corp3.7%
- Alphabet Inc3.2%
- Vanguard Intl Equity Index F2.9%
- Other74.2%
Portfolio Holdings
308 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 61.6K | $26.49M | 6.5% | −7.6K | Reduced |
| 2 | Vanguard Intl Equity Index F | 155.9K | $21.56M | 5.3% | −7.2K | Reduced |
| 3 | Vaneck ETF Trust | 185.6K | $17.03M | 4.2% | +551 | Added |
| 4 | Microsoft Corp | 40.3K | $14.90M | 3.7% | +2.5K | Added |
| 5 | Alphabet Inc | 45.1K | $12.96M | 3.2% | −1.2K | Reduced |
| 6 | Vanguard Intl Equity Index F | 121.0K | $11.83M | 2.9% | +7.4K | Added |
| 7 | Amazon Com Inc | 55.6K | $11.59M | 2.9% | +180 | Added |
| 8 | Visa Inc | 36.5K | $11.04M | 2.7% | +750 | Added |
| 9 | Vanguard World Fd | 63.5K | $10.98M | 2.7% | +2.6K | Added |
| 10 | Apple Inc | 39.8K | $10.10M | 2.5% | −34 | Reduced |
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