Q1 2026 13F · SEC CIK 2065207

Evelyn Partners Asset Management Ltd

Wealth managerFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $405.8M
Reported positions: 308
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.1B

Evelyn Partners Asset Management Ltd is a wealth manager that reported 308 positions worth $405.8M in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Spdr Gold Tr (GLD, 6.5%), Vanguard Intl Equity Index F (VT, 5.3%), Vaneck ETF Trust (GDX, 4.2%).

Evelyn Partners Asset Management Ltd holdings largest 50 of 308 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Evelyn Partners Asset Management Ltd 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
GLDSpdr Gold Tr	6.5%	6.4%	61,557	-11.0%	$26.5M
VTVanguard Intl Equity Index F	5.3%	5.4%	155,886	-4.4%	$21.6M
GDXVaneck ETF Trust	4.2%	3.7%	185,577	+0.3%	$17.0M
MSFTMicrosoft Corp	3.7%	4.3%	40,254	+6.8%	$14.9M
GOOGLAlphabet Inc	3.2%	3.4%	45,081	-2.7%	$13.0M
VPLVanguard Intl Equity Index F	2.9%	2.4%	121,019	+6.5%	$11.8M
AMZNAmazon Com Inc	2.9%	3.0%	55,636	+0.3%	$11.6M
VVisa Inc	2.7%	2.9%	36,535	+2.1%	$11.0M
VDEVanguard World Fd	2.7%	1.8%	63,454	+4.3%	$11.0M
AAPLApple Inc	2.5%	2.5%	39,793	-0.1%	$10.1M
SYKStryker Corporation	2.4%	2.4%	29,373	+2.1%	$9.7M
BKNGBooking Holdings Inc	2.3%	2.7%	2,227	+5.2%	$9.4M
AVEMAmerican Centy ETF Tr	2.3%	1.8%	114,201	+13.4%	$9.2M
DBMFIm Global Partner Funds	2.2%	2.0%	297,096	-1.7%	$9.0M
URAGlobal X Fds	2.2%	1.8%	181,592	+3.5%	$8.8M
SGOLEtfs Gold Tr	2.0%	1.9%	181,793	-10.2%	$8.1M
TSMTaiwan Semiconductor Manufac	2.0%	1.3%	23,550	+27.7%	$8.0M
MAMastercard Incorporated	1.9%	2.1%	15,676	+1.2%	$7.8M
ADPAutomatic Data Processing in	1.8%	2.1%	36,278	+2.4%	$7.4M
VOVanguard Index Fds	1.8%	1.5%	25,662	+20.0%	$7.4M
WATWaters Corp	1.8%	2.2%	24,518	+1.4%	$7.3M
DISDisney Walt Co	1.8%	2.3%	73,761	-15.6%	$7.1M
CMECme Group Inc	1.7%	1.6%	23,430	-3.1%	$6.9M
IAUIshares Gold Tr	1.7%	1.6%	75,984	-6.6%	$6.7M
INTUIntuit	1.6%	1.9%	15,302	+24.2%	$6.6M
VOOVanguard Index Fds	1.6%	1.6%	10,968	-0.1%	$6.6M
AZOAutozone Inc	1.6%	1.5%	1,868	-2.8%	$6.3M
ZTSZoetis Inc	1.5%	1.5%	50,716	+1.6%	$6.0M
RELXRelx PLC	1.3%	1.0%	157,612	+53.6%	$5.2M
URTHIshares Inc	1.3%	1.3%	28,829	+0.2%	$5.2M
ULUnilever PLC	1.3%	1.4%	90,070	+1.4%	$5.1M
BRK-BBerkshire Hathaway Inc Del	1.3%	1.1%	10,628	+16.7%	$5.1M
ACNAccenture PLC Ireland	1.2%	1.5%	24,767	+1.4%	$4.9M
CQQQInvesco Exch Traded Fd Tr II	1.2%	—	105,744	—	$4.9M
JNJJohnson & Johnson	1.1%	0.8%	17,630	+2.8%	$4.3M
AZNAstrazeneca PLC	1.0%	—	20,317	—	$3.9M
NVDANvidia Corporation	0.9%	0.9%	21,638	+1.6%	$3.8M
METAMeta Platforms Inc	0.8%	0.9%	5,783	+3.1%	$3.3M
ANETArista Networks Inc	0.8%	0.8%	25,882	+1.8%	$3.2M
IWVIshares Tr	0.7%	0.7%	8,094	+0.1%	$3.0M
CBChubb Limited	0.7%	0.6%	8,628	+3.1%	$2.8M
ASMLAsml Hldg NV	0.7%	0.6%	2,105	-3.9%	$2.8M
RACEFerrari N V	0.6%	—	7,468	—	$2.5M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.5%	3,824	+11.9%	$2.5M
ISRGIntuitive Surgical Inc	0.6%	0.6%	4,942	+3.9%	$2.3M
MCDMcdonalds Corp	0.6%	0.5%	7,248	+2.3%	$2.3M
ACWIIshares Tr	0.5%	—	15,306	—	$2.1M
DEODiageo PLC	0.5%	0.5%	26,725	+2.9%	$2.0M
IVVIshares Tr	0.5%	—	2,892	—	$1.9M
IWMIshares Tr	0.5%	—	7,359	—	$1.8M

What Evelyn Partners Asset Management Ltd bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

RELX Relx PLC+53.6% shares
TSM Taiwan Semiconductor Manufac+27.7% shares
INTU Intuit+24.2% shares
VO Vanguard Index Fds+20.0% shares
BRK-B Berkshire Hathaway Inc Del+16.7% shares
AVEM American Centy ETF Tr+13.4% shares
SPY State Str Spdr S&p 500 ETF T+11.9% shares
MSFT Microsoft Corp+6.8% shares

Reduced

DIS Disney Walt Co-15.6% shares
GLD Spdr Gold Tr-11.0% shares
SGOL Etfs Gold Tr-10.2% shares
IAU Ishares Gold Tr-6.6% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.9% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$405.8M	308
Q4 2025	$426.3M	284
Q3 2025	$442.9M	280
Q2 2025	$394.5M	237

Questions about Evelyn Partners Asset Management Ltd's portfolio

What stocks does Evelyn Partners Asset Management Ltd own?

Evelyn Partners Asset Management Ltd's latest 13F, for Q1 2026 and filed May 15, 2026, lists 308 positions worth $405.8M. The largest are Spdr Gold Tr (GLD) at 6.5%, Vanguard Intl Equity Index F (VT) at 5.3%, Vaneck ETF Trust (GDX) at 4.2%, Microsoft Corp (MSFT) at 3.7% and Alphabet Inc (GOOGL) at 3.2%.

What did Evelyn Partners Asset Management Ltd buy last quarter?

In Q1 2026, Evelyn Partners Asset Management Ltd added Relx PLC (RELX) (+53.6% shares), Taiwan Semiconductor Manufac (TSM) (+27.7% shares) and Intuit (INTU) (+24.2% shares), compared with its Q4 2025 filing.

What did Evelyn Partners Asset Management Ltd sell last quarter?

In Q1 2026, Evelyn Partners Asset Management Ltd cut from its top 50 Novo-Nordisk A S (NVO), cut from its top 50 Ishares Inc (EWG), cut from its top 50 Paypal Hldgs Inc (PYPL), cut from its top 50 Ppg Inds Inc (PPG), cut from its top 50 Procter & Gamble Co (PG), Disney Walt Co (DIS) (-15.6% shares), Spdr Gold Tr (GLD) (-11.0% shares) and Etfs Gold Tr (SGOL) (-10.2% shares), compared with its Q4 2025 filing.

When is Evelyn Partners Asset Management Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Evelyn Partners Asset Management Ltd's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Evelyn Partners Asset Management Ltd manage?

Evelyn Partners Asset Management Ltd reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $405.8M.