§ 13F · FUND PROFILE
Evelyn Partners Asset Management Ltd.
AUM · $617M (13F)Positions · 401Turnover · n/a · Q1Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 62K | $26M | 6.5% | −11% |
| 2 | VT | VANGUARD INTL EQUITY INDEX F | 156K | $22M | 5.3% | −4% |
| 3 | GDX | VANECK ETF TRUST | 186K | $17M | 4.2% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 40K | $15M | 3.7% | +7% |
| 5 | GOOGL | ALPHABET INC | 45K | $13M | 3.2% | −3% |
| 6 | VPL | VANGUARD INTL EQUITY INDEX F | 121K | $12M | 2.9% | +6% |
| 7 | AMZN | AMAZON COM INC | 56K | $12M | 2.9% | ±0% |
| 8 | V | VISA INC | 37K | $11M | 2.7% | +2% |
| 9 | VDE | VANGUARD WORLD FD | 63K | $11M | 2.7% | +4% |
| 10 | AAPL | APPLE INC | 40K | $10M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVELYN SIGNAL
AC read
Evelyn Partners Asset Management Ltd is a Other fund managing $617 million in assets. The fund runs a broad portfolio of 401 positions.
Read the full dossier →