Evelyn Partners Asset Management Ltd
CIK 0002065207 · LONDON, null · Quarter end: 2026-03-31 · Filed on: 2026-05-15 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$405.8M
2026 Q1
Positions
308
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.6%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
GLD
SPDR GOLD TR
6.5%
VT
VANGUARD INTL EQUITY INDEX F
5.3%
GDX
VANECK ETF TRUST
4.2%
MSFT
MICROSOFT CORP
3.7%
GOOGL
ALPHABET INC
3.2%
VPL
VANGUARD INTL EQUITY INDEX F
2.9%
AMZN
AMAZON COM INC
2.9%
V
VISA INC
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.