CIK 1626379
Evanson Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
326
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGI | ALAMOS GOLD INC NEW | 13K | $500K+ | SH |
| DON | WISDOMTREE TR | 9K | $100K–$500K | SH |
| CYRX | CRYOPORT INC | 50K | $100K–$500K | SH |
| BAR | GRANITESHARES GOLD TR | 11K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 10K | $100K–$500K | SH |
| DXYZ | DESTINY TECH100 INC | 15K | $100K–$500K | SH |
| APPN | APPIAN CORP | 13K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| CORT | CORCEPT THERAPEUTICS INC | 13K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| GPI | GROUP 1 AUTOMOTIVE INC | 1K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 419 | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 33K | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 1K | $100K–$500K | SH |
| INFL | LISTED FDS TR | 10K | $100K–$500K | SH |
| INTC | INTEL CORP | 12K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 15K | $100K–$500K | SH |
| VCRM | VANGUARD MUN BD FDS | 6K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| TIP | ISHARES TR | 4K | $100K–$500K | SH |
| BL | BLACKLINE INC | 7K | $100K–$500K | SH |
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 1K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| ESNT | ESSENT GROUP LTD | 6K | $100K–$500K | SH |
| ARKF | ARK ETF TR | 8K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| IEUR | ISHARES TR | 5K | $100K–$500K | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 18K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 414 | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HEFA | ISHARES TR | 9K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 7K | $100K–$500K | SH |
| CVLT | COMMVAULT SYS INC | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 591 | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 6K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 5K | $100K–$500K | SH |
| STPZ | PIMCO ETF TR | 6K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| SLB | SLB LIMITED | 8K | $100K–$500K | SH |
| DUSB | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| PFE | PFIZER INC | 13K | $100K–$500K | SH |