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 301–326 of 326
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FDX | FEDEX CORP | 828 | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| ILCB | ISHARES TR | 3K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| STIP | ISHARES TR | 2K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| IDV | ISHARES TR | 6K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| MDB | MONGODB INC | 537 | $100K–$500K | SH |
| DE | DEERE & CO | 481 | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 4K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 5K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 246 | $100K–$500K | SH |
| SGDM | SPROTT ETF TRUST | 3K | $100K–$500K | SH |
| COMP | COMPASS INC | 20K | $100K–$500K | SH |
| PPTA | PERPETUA RESOURCES CORP | 8K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 11K | $100K–$500K | SH |
| KRP | KIMBELL RTY PARTNERS LP | 12K | $100K–$500K | SH |
| PBI | PITNEY BOWES INC | 11K | $100K–$500K | SH |
| FTMU | PUTNAM ETF TRUST | 13K | $100K–$500K | SH |
| RWT | REDWOOD TRUST INC | 14K | $50K–$100K | SH |
| BARK | BARK INC | 10K | $1K–$15K | SH |