account_balance
Investment manager · 13F filer · SEC CIK 2065207
Evelyn Partners Asset Management Ltd
Reported value$406Mas of Mar 31, 2026
Positions308
Top 10 weight36.6%GLD alone is 7%
FiledMay 1545 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
GLDSPDR Gold Trust
6.5%
VTVanguard Intl Equity Index F
5.3%
GDXVaneck ETF Trust
4.2%
MSFTMicrosoft Corp
3.7%
GOOGLAlphabet Inc.
3.2%
VPLVanguard Intl Equity Index F
2.9%
AMZNAmazon.com Inc
2.9%
VVisa Inc.
2.7%
VDEVanguard World Fd
2.7%
AAPLApple Inc.
2.5%
SYKStryker Corp
2.4%
BKNGBooking Holdings Inc.
2.3%
GLDSPDR Gold Trust
6.5%
VTVanguard Intl Equity Index F
5.3%
GDXVaneck ETF Trust
4.2%
MSFTMicrosoft Corp
3.7%
GOOGLAlphabet Inc.
3.2%
VPLVanguard Intl Equity Index F
2.9%
AMZNAmazon.com Inc
2.9%
VVisa Inc.
2.7%
VDEVanguard World Fd
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GLD SPDR Gold Trust 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% VDE Vanguard World Fd 2.7%
AAPL Apple Inc. 2.5% SYK Stryker Corp 2.4% BKNG Booking Holdings Inc. 2.3% Free weekly email
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