Evanson Financial, LLC
Evanson Financial, LLC reported 325 positions worth $2.04B as of June 30, 2026 (13F filed July 7, 2026). Largest holding: DFAC (8.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $176.5M | 8.63% | 3,978,431 | — | — | |
| ▸ 2 | VBIL | SH | $152.5M | 7.46% | 2,015,129 | — | — | |
| ▸ 3 | PHYS | SH | $108.6M | 5.31% | 3,598,792 | — | — | |
| ▸ 4 | DFAS | SH | $100.3M | 4.91% | 1,217,796 | — | — | |
| ▸ 5 | DFAX | SH | $83.8M | 4.10% | 2,274,985 | — | — | |
| ▸ 6 | AAPL | SH | $78.1M | 3.82% | 269,895 | — | — | |
| ▸ 7 | DFIV | SH | $77.3M | 3.78% | 1,430,696 | — | — | |
| ▸ 8 | DFUS | SH | $76.2M | 3.73% | 930,248 | — | — | |
| ▸ 9 | DFAT | SH | $76.2M | 3.73% | 1,090,019 | — | — | |
| ▸ 10 | DFUV | SH | $72.5M | 3.55% | 1,317,420 | — | — |
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Frequently Asked Questions
What stocks does Evanson Financial, LLC hold as of Q2 2026?
Evanson Financial, LLC reported 325 positions worth $2.04B in its Q2 2026 13F filing. Largest positions: DFAC (8.6%), VBIL (7.5%), PHYS (5.3%), DFAS (4.9%) and DFAX (4.1%).
What did Evanson Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Evanson Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.