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 251–300 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ILCG | ISHARES TR | 3K | $100K–$500K | SH |
| OKLO | OKLO INC | 4K | $100K–$500K | SH |
| EEMV | ISHARES INC | 5K | $100K–$500K | SH |
| SPYX | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| BAC-PL | BANK AMERICA CORP | 251 | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 6K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| FLOT | ISHARES TR | 6K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| WFC-PL | WELLS FARGO CO NEW | 250 | $100K–$500K | SH |
| AVSD | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 878 | $100K–$500K | SH |
| BMVP | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| AVSF | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| RWO | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| IGSB | ISHARES TR | 5K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 494 | $100K–$500K | SH |
| CET | CENTRAL SECS CORP | 6K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 503 | $100K–$500K | SH |
| SCHR | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| WTAI | WISDOMTREE TR | 10K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IWV | ISHARES TR | 716 | $100K–$500K | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 12K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 2K | $100K–$500K | SH |
| IBHH | ISHARES TR | 12K | $100K–$500K | SH |
| IBDT | ISHARES TR | 11K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6K | $100K–$500K | SH |
| IGIB | ISHARES TR | 5K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 934 | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| AVRE | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| XSVM | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| NYF | ISHARES TR | 5K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| QBTS | D-WAVE QUANTUM INC | 9K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 120 | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 45 | $100K–$500K | SH |
| IMCG | ISHARES TR | 3K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 829 | $100K–$500K | SH |