Evanson Asset Management, LLC - Portfolio overview

Evanson Asset Management, LLC has 343 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 8.27%
2. VBIL - VANGUARD INSTL INDEX FD, 7.58%
3. PHYS - SPROTT ASSET MANAGEMENT LP, 7.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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