Evanson Asset Management, LLC
All 13F Filings
- Location
- Carmel, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,862,941
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 321 | 1,862,941 | 13F-HR | Evanson Asset Management, LLC |
| Q4 2025 | 1/12/2026 | 326 | 1,853,318 | 13F-HR | Evanson Asset Management, LLC |
| Q3 2025 | 10/14/2025 | 323 | 1,773,307 | 13F-HR | Evanson Asset Management, LLC |
| Q2 2025 | 7/15/2025 | 325 | 1,609,178 | 13F-HR | Evanson Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 477.3 K | 25.6% | 0 | 1.096 M | -1.096 M |
| ETFs | 1.383 M | 74.2% | 1.107 M | 0 | 1.107 M |
| Debt | 3.033 K | 0.2% | 0 | 1.127 K | -1.127 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
1,862,941
Holdings
321
QoQ value change ($000)
9,623
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.