Arkolith/Funds/Evanson Asset Management, LLC

Evanson Asset Management, LLC

CIK 1626379
Holdings as of Mar 31, 2026·disclosed Apr 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Evanson Asset Management, LLC holds a focused book of 321 stocks worth $1.9B as of Q1 2026 (disclosed Apr 8, 2026, a ~45-day 13F lag). This quarter they opened Western Midstream Partners L and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 8% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
121
existing
Trimmed
114
reduced
Sold out
10
exited

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
50%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
11%
Financials
9%
Consumer Discretionary
1%
Utilities
1%
Industrials
0%
Health Care
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

321 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQUITY 2
$155.1M3.99M
8.3%
−0.3%
Reduced · −10K sh
2Vanguard Instl Index FD
0-3 MO TREAS BIL
$142.2M1.88M
7.6%
−1.3%
Reduced · −24K sh
3Sprott Asset Management LP
PHYSICAL GOLD TR
$136.1M3.84M
7.3%
−5.9%
Reduced · −241K sh
4Dimensional ETF Trust
US SMALL CAP ETF
$86.1M1.21M
4.6%
+4.2%
Added · +49K sh
5Dimensional ETF Trust
WORLD EX US CORE
$78.3M2.30M
4.2%
~0%
Added · +702 sh
6Dimensional ETF Trust
INTERNATNAL VAL
$74.0M1.40M
4.0%
+1.1%
Added · +16K sh
7Apple Inc
COM
$67.7M266.9K
3.6%
+0.6%
Added · +2K sh
8Dimensional ETF Trust
US TARGETED VLU
$67.5M1.08M
3.6%
−0.3%
Reduced · −3K sh
9Dimensional ETF Trust
US EQUITY MARKET
$66.6M939.8K
3.6%
−1.1%
Reduced · −11K sh
10Dimensional ETF Trust
US MKTWIDE VALUE
$64.9M1.34M
3.5%
+0.4%
Added · +5K sh
11Vanguard Index FDS
TOTAL STK MKT
$52.6M163.8K
2.8%
+0.5%
Added · +885 sh
12Alphabet Inc
CAP STK CL A
$48.6M169.4K
2.6%
~0%
Added · +2 sh
13Dimensional ETF Trust
INTL SMALL CAP E
$47.2M1.40M
2.5%
+4.9%
Added · +66K sh
14Dimensional ETF Trust
INTL SMALL CAP V
$46.8M1.19M
2.5%
+3.8%
Added · +44K sh
15Alphabet Inc
CAP STK CL C
$42.0M146.4K
2.3%
−1.0%
Reduced · −2K sh
16Dimensional ETF Trust
US SMALL CAP VAL
$39.1M1.11M
2.1%
+8.5%
Added · +87K sh
17Vanguard Index FDS
S&P 500 ETF SHS
$32.2M53.9K
1.7%
+12%
Added · +6K sh
18Dimensional ETF Trust
INTL CORE EQUITY
$28.4M798.9K
1.5%
−0.1%
Reduced · −736 sh
19Dimensional ETF Trust
INTL CORE EQT MK
$25.4M652.8K
1.4%
+8.2%
Added · +49K sh
20Dimensional ETF Trust
US LARGE CAP VAL
$21.5M601.1K
1.2%
+14%
Added · +73K sh
21Listed FDS TR
ROUNDHILL BALL
$21.0M36.8K
1.1%
−3.4%
Reduced · −1K sh
22Dimensional ETF Trust
EMERGING MKTS VA
$20.9M585.5K
1.1%
+6.2%
Added · +34K sh
23Dimensional ETF Trust
EMERGING MKTS CO
$20.3M586.6K
1.1%
+1.3%
Added · +7K sh
24Vanguard Intl Equity Index F
TT WRLD ST ETF
$19.0M137.4K
1.0%
+0.2%
Added · +323 sh
25Vanguard Mun BD FDS
TAX EXEMPT BD
$16.4M328.9K
0.9%
+9.8%
Added · +29K sh
26Dimensional ETF Trust
GLOBAL REAL EST
$15.0M562.5K
0.8%
+25%
Added · +112K sh
27State STR SPDR S&P 500 ETF T
TR UNIT
$13.5M20.8K
0.7%
−3.5%
Reduced · −746 sh
28Microsoft Corp
COM
$10.1M27.3K
0.5%
−3.1%
Reduced · −871 sh
29Nvidia Corporation
COM
$9.9M56.8K
0.5%
−2.0%
Reduced · −1K sh
30Ishares TR
SP SMCP600VL ETF
$9.2M77.9K
0.5%
~0%
Added · +27 sh
31Berkshire Hathaway Inc Del
CL B NEW
$9.0M18.7K
0.5%
−7.8%
Reduced · −2K sh
32Vanguard Whitehall FDS
HIGH DIV YLD
$8.6M57.8K
0.5%
+0.4%
Added · +254 sh
33Wisdomtree TR
US HIGH DIVIDEND
$8.4M76.5K
0.4%
−4.0%
Reduced · −3K sh
34Ishares TR
RUS 1000 ETF
$7.3M20.5K
0.4%
~0%
Reduced · −5 sh
35Cisco Sys Inc
COM
$7.2M92.4K
0.4%
−0.1%
Reduced · −82 sh
36Amazon Com Inc
COM
$7.1M34.0K
0.4%
+1.0%
Added · +351 sh
37Dimensional ETF Trust
WORLD EQUITY ETF
$7.0M95.4K
0.4%
+13%
Added · +11K sh
38Alarm Com Hldgs Inc
COM
$7.0M162.5K
0.4%
−3.8%
Reduced · −6K sh
39Wisdomtree TR
INTL SMCAP DIV
$6.7M81.9K
0.4%
−2.0%
Reduced · −2K sh
40Vanguard Star FDS
VG TL INTL STK F
$6.3M81.3K
0.3%
−1.3%
Reduced · −1K sh
41Ishares Silver TR
ISHARES
$6.2M90.8K
0.3%
−6.2%
Reduced · −6K sh
42Vanguard BD Index FDS
VANGUARD ULTRA
$5.9M118.4K
0.3%
+49%
Added · +39K sh
43Ea Series Trust
EA BRIDGEWAY OMN
$5.9M232.2K
0.3%
Held
44Select Sector SPDR TR
STATE STREET TEC
$4.9M36.6K
0.3%
+0.1%
Added · +46 sh
45Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$4.7M73.1K
0.3%
+14%
Added · +9K sh
46Vanguard Index FDS
SMALL CP ETF
$4.4M16.7K
0.2%
+3.1%
Added · +505 sh
47Vanguard Index FDS
REAL ESTATE ETF
$4.3M48.4K
0.2%
−0.4%
Reduced · −202 sh
48Ishares TR
RUS 1000 GRW ETF
$4.2M9.8K
0.2%
~0%
Added · +4 sh
49Vanguard Index FDS
LARGE CAP ETF
$3.9M13.1K
0.2%
+4.0%
Added · +504 sh
50Vanguard Index FDS
VALUE ETF
$3.8M19.4K
0.2%
−0.7%
Reduced · −134 sh
Showing 50 of 321 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 8, 2026321$1.9B13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026326$1.9B13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025323$1.8B13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025325$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025307$1.4B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025307$1.5B13F-HR
Q3 2024Sep 30, 2024Oct 7, 2024305$1.4B13F-HR
Q2 2024Jun 30, 2024Jul 12, 2024299$1.4B13F-HR
Q1 2024Mar 31, 2024Apr 12, 2024307$1.3B13F-HR
Q4 2023Dec 31, 2023Jan 18, 2024298$1.2B13F-HR
Q3 2023Sep 30, 2023Oct 19, 2023284$1.1B13F-HR
Q2 2023Jun 30, 2023Jul 11, 2023285$1.1B13F-HR
Q1 2023Mar 31, 2023Apr 13, 2023269$1.0B13F-HR
Q4 2022Dec 31, 2022Jan 26, 2023269$929.8M13F-HR/A
Q3 2022Sep 30, 2022Oct 12, 2022260$851.6M13F-HR
Q2 2022Jun 30, 2022Jul 13, 2022266$909.0M13F-HR
Q1 2022Mar 31, 2022Apr 11, 2022295$1.0B13F-HR
Q4 2021Dec 31, 2021Jan 19, 2022285$1.1B13F-HR
Q3 2021Sep 30, 2021Oct 13, 2021280$973.7M13F-HR
Q2 2021Jun 30, 2021Jul 14, 2021274$961.2M13F-HR
Q1 2021Mar 31, 2021Apr 23, 2021277$677.0M13F-HR
Q4 2020Dec 31, 2020Jan 22, 2021268$628.5M13F-HR
Q3 2020Sep 30, 2020Oct 13, 2020246$553.2M13F-HR
Amended / restated
  • Q4 2022 · filed Jan 13, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.