Evelyn Partners Asset Management Ltd holds a diversified book of 308 stocks worth $405.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Invesco China Technology ETF and trimmed SPDR Gold Shares. Their largest long position is SPDR Gold Shares at 7% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2065207/holdings"
Use Arkolith to show Evelyn Partners Asset Management Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Gold TR GOLD SHS | $26.5M | 61.6K | 6.5% | ▼−11% Reduced · −8K sh | |
| 2 | Vanguard Intl Equity Index F TT WRLD ST ETF | $21.6M | 155.9K | 5.3% | ▼−4.4% Reduced · −7K sh | |
| 3 | Vaneck ETF Trust GOLD MINERS ETF | $17.0M | 185.6K | 4.2% | ▲+0.3% Added · +551 sh | |
| 4 | Microsoft Corp COM | $14.9M | 40.3K | 3.7% | ▲+6.8% Added · +3K sh | |
| 5 | Alphabet Inc CAP STK CL A | $13.0M | 45.1K | 3.2% | ▼−2.6% Reduced · −1K sh | |
| 6 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $11.8M | 121.0K | 2.9% | ▲+6.5% Added · +7K sh | |
| 7 | Amazon Com Inc COM | $11.6M | 55.6K | 2.9% | ▲+0.3% Added · +180 sh | |
| 8 | Visa Inc COM CL A | $11.0M | 36.5K | 2.7% | ▲+2.1% Added · +750 sh | |
| 9 | Vanguard World FD ENERGY ETF | $11.0M | 63.5K | 2.7% | ▲+4.3% Added · +3K sh | |
| 10 | Apple Inc COM | $10.1M | 39.8K | 2.5% | ▼−0.1% Reduced · −34 sh | |
| 11 | Stryker Corporation COM | $9.7M | 29.4K | 2.4% | ▲+2.1% Added · +614 sh | |
| 12 | Booking Holdings Inc COM | $9.4M | 2.2K | 2.3% | ▲+5.2% Added · +110 sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $9.2M | 114.2K | 2.3% | ▲+13% Added · +13K sh | |
| 14 | Litman Gregory FDS TR IMGP DBI MANAGED | $9.0M | 297.1K | 2.2% | ▼−1.7% Reduced · −5K sh | |
| 15 | Global X FDS GLOBAL X URANIUM | $8.8M | 181.6K | 2.2% | ▲+3.5% Added · +6K sh | |
| 16 | Etfs Gold TR PHYSCL GOLD SHS | $8.1M | 181.8K | 2.0% | ▼−10% Reduced · −21K sh | |
| 17 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.0M | 23.6K | 2.0% | ▲+28% Added · +5K sh | |
| 18 | Mastercard Incorporated CL A | $7.8M | 15.7K | 1.9% | ▲+1.2% Added · +189 sh | |
| 19 | Automatic Data Processing In COM | $7.4M | 36.3K | 1.8% | ▲+2.4% Added · +837 sh | |
| 20 | Vanguard Index FDS MID CAP ETF | $7.4M | 25.7K | 1.8% | ▲+20% Added · +4K sh | |
| 21 | Waters Corp COM | $7.3M | 24.5K | 1.8% | ▲+1.4% Added · +347 sh | |
| 22 | Disney Walt Co COM | $7.1M | 73.8K | 1.8% | ▼−16% Reduced · −14K sh | |
| 23 | Cme Group Inc COM | $6.9M | 23.4K | 1.7% | ▼−3.1% Reduced · −759 sh | |
| 24 | Ishares Gold TR ISHARES NEW | $6.7M | 76.0K | 1.7% | ▼−6.6% Reduced · −5K sh | |
| 25 | Intuit COM | $6.6M | 15.3K | 1.6% | ▲+24% Added · +3K sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $6.6M | 11.0K | 1.6% | ▼−0.1% Reduced · −14 sh | |
| 27 | Autozone Inc COM | $6.3M | 1.9K | 1.6% | ▼−2.8% Reduced · −53 sh | |
| 28 | Zoetis Inc CL A | $6.0M | 50.7K | 1.5% | ▲+1.6% Added · +786 sh | |
| 29 | Relx PLC SPONSORED ADR | $5.2M | 157.6K | 1.3% | ▲+54% Added · +55K sh | |
| 30 | Ishares Inc MSCI WORLD ETF | $5.2M | 28.8K | 1.3% | ▲+0.2% Added · +65 sh | |
| 31 | Unilever PLC SPON ADR NEW | $5.1M | 90.1K | 1.3% | ▲+1.4% Added · +1K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $5.1M | 10.6K | 1.3% | ▲+17% Added · +2K sh | |
| 33 | Accenture PLC Ireland SHS CLASS A | $4.9M | 24.8K | 1.2% | ▲+1.4% Added · +339 sh | |
| 34 | Invesco Exch Traded FD TR II CHINA TECHNLGY | $4.9M | 105.7K | 1.2% | ▲New New position | |
| 35 | Johnson & Johnson COM | $4.3M | 17.6K | 1.1% | ▲+2.8% Added · +483 sh | |
| 36 | AstraZeneca PLC ORD | $3.9M | 20.3K | 1.0% | ▲New New position | |
| 37 | Nvidia Corporation COM | $3.8M | 21.6K | 0.9% | ▲+1.6% Added · +350 sh | |
| 38 | Meta Platforms Inc CL A | $3.3M | 5.8K | 0.8% | ▲+3.1% Added · +174 sh | |
| 39 | Arista Networks Inc COM SHS | $3.2M | 25.9K | 0.8% | ▲+1.8% Added · +451 sh | |
| 40 | Ishares TR RUSSELL 3000 ETF | $3.0M | 8.1K | 0.7% | ▲+0.1% Added · +9 sh | |
| 41 | Chubb Ltd Switz COM | $2.8M | 8.6K | 0.7% | ▲+3.1% Added · +258 sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $2.8M | 2.1K | 0.7% | ▼−3.9% Reduced · −85 sh | |
| 43 | Ferrari N V COM | $2.5M | 7.5K | 0.6% | ▲New New position | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $2.5M | 3.8K | 0.6% | ▲+12% Added · +407 sh | |
| 45 | Intuitive Surgical Inc COM NEW | $2.3M | 4.9K | 0.6% | ▲+3.9% Added · +187 sh | |
| 46 | McDonalds Corp COM | $2.3M | 7.2K | 0.6% | ▲+2.3% Added · +162 sh | |
| 47 | Ishares TR MSCI ACWI ETF | $2.1M | 15.3K | 0.5% | ▲+0.3% Added · +49 sh | |
| 48 | Diageo PLC SPON ADR NEW | $2.0M | 26.7K | 0.5% | ▲+2.9% Added · +759 sh | |
| 49 | Ishares TR CORE S&P500 ETF | $1.9M | 2.9K | 0.5% | ▲+5.6% Added · +153 sh | |
| 50 | Ishares TR RUSSELL 2000 ETF | $1.8M | 7.4K | 0.4% | ▲+0.1% Added · +11 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 308 | $405.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 284 | $426.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 280 | $442.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 26, 2025 | 243 | $394.5M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Dec 8, 2025 | 248 | $359.0M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Dec 11, 2025 | 246 | $371.5M | 13F-HR |
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.