Evelyn Partners Portfolio holdings
Evelyn Partners is a British wealth manager offering financial planning and investment management to individuals, entrepreneurs, charities and intermediaries. It descends from two older firms: Tilney, a stockbroker founded in Liverpool in 1836, and Smith & Williamson, founded in Glasgow in 1881 by David Johnstone Smith and Andrew Williamson. They merged in 2020 and the combined group took the name Evelyn Partners in 2022, keeping Bestinvest, its online investment service, as a separate brand. NatWest Group agreed to buy Evelyn Partners in February 2026, and the deal completed in June 2026.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$21.1M |
| 2 |
NVIDIA
NVDA
|
+$20M |
| 3 |
ExxonMobil
XOM
|
+$18.4M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
+$18.2M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$17.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$113M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$29.6M |
| 3 |
iShares Select Dividend ETF
DVY
|
+$26.1M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$18.3M |
| 5 |
First Trust Water ETF
FIW
|
+$18.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.87% |
| 2 | Healthcare | 17.36% |
| 3 | Financials | 16.13% |
| 4 | Communication Services | 10.07% |
| 5 | Consumer Discretionary | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.89T
| $485M | 7.76% |
946,509
+12,319
| +1% | +$5.7M |
2026 Q2
1 quarter
|
|
2
Amazon
AMZN
$2.88T
| $401M | 6.4% |
1,607,759
+34,222
| +2% | +$8.69M |
2026 Q2
1 quarter
|
|
3
Alphabet (Google) Class A
GOOGL
$3.64T
| $395M | 6.32% |
1,149,280
+14,075
| +1% | +$4.88M |
2026 Q2
1 quarter
|
|
4
AstraZeneca
AZN
$286B
| $368M | 5.88% |
2,257,979
+20,774
| +0.9% | +$3.46M |
2026 Q2
1 quarter
|
|
|
5
NVIDIA
NVDA
$3.93T
| $311M | 4.97% |
1,362,298
+93,248
| +7% | +$20M |
2026 Q2
1 quarter
|
|
6
TSMC
TSM
$2.07T
| $265M | 4.24% |
581,030
+19,436
| +3% | +$8.24M |
2026 Q2
1 quarter
|
|
7
Teva Pharmaceutical Industries Limited
TEVA
$51.9B
| $234M | 3.74% |
480
| – | – |
2026 Q2
1 quarter
|
|
8
Apple
AAPL
$5.18T
| $216M | 3.45% |
648,026
+31,906
| +5% | +$10.2M |
2026 Q2
1 quarter
|
|
9
Berkshire Hathaway Class B
BRK.B
$1.26T
| $202M | 3.22% |
405,117
+15,711
| +4% | +$7.93M |
2026 Q2
1 quarter
|
|
10
Visa
V
$794B
| $187M | 2.98% |
519,344
+10,277
| +2% | +$3.76M |
2026 Q2
1 quarter
|
|
11
JPMorgan Chase
JPM
$919B
| $127M | 2.03% |
384,319
+26,480
| +7% | +$9.26M |
2026 Q2
1 quarter
|
|
12
Meta Platforms (Facebook)
META
$1.64T
| $124M | 1.98% |
170,498
-10,703
| -6% | -$6.68M |
2026 Q2
1 quarter
|
|
13
Chubb
CB
$144B
| $121M | 1.94% |
372,151
+6,137
| +2% | +$2.12M |
2026 Q2
1 quarter
|
|
14
CRH
CRH
$62B
| $113M | 1.81% |
1,369,212
+14,588
| +1% | +$1.4M |
2026 Q2
1 quarter
|
|
15
Stryker
SYK
$118B
| $107M | 1.71% |
388,960
-7,074
| -2% | -$2.23M |
2026 Q2
1 quarter
|
|
|
16
Broadcom
AVGO
$1.66T
| $94.8M | 1.52% |
269,978
+56,053
| +26% | +$21.1M |
2026 Q2
1 quarter
|
|
17
Coca-Cola
KO
$427B
| $92.6M | 1.48% |
1,076,104
-40,689
| -4% | -$3.53M |
2026 Q2
1 quarter
|
|
18
Johnson & Johnson
JNJ
$688B
| $80.4M | 1.29% |
303,769
+6,208
| +2% | +$1.64M |
2026 Q2
1 quarter
|
|
19
Mastercard
MA
$576B
| $77.8M | 1.24% |
141,151
+7,365
| +6% | +$4.14M |
2026 Q2
1 quarter
|
|
20
Thermo Fisher Scientific
TMO
$259B
| $77.1M | 1.23% |
114,160
-3,189
| -3% | -$1.89M |
2026 Q2
1 quarter
|
|
21
Amphenol
APH
$193B
| $74.7M | 1.19% |
886,047
+154,171
| +21% | +$12.4M |
2026 Q2
1 quarter
|
|
22
IDEX
IEX
$17.5B
| $60.8M | 0.97% |
266,718
+15,822
| +6% | +$3.61M |
2026 Q2
1 quarter
|
|
23
Goldman Sachs
GS
$264B
| $60.4M | 0.97% |
67,052
-2,573
| -4% | -$2.63M |
2026 Q2
1 quarter
|
|
24
Nasdaq
NDAQ
$60.2B
| $57.1M | 0.91% |
621,102
+44,803
| +8% | +$4.19M |
2026 Q2
1 quarter
|
|
25
SPDR Gold Trust
GLD
$130B
| $54.9M | 0.88% |
144,252
-108
| -0.1% | -$42.2K |
2026 Q2
1 quarter
|
|
Similar funds
Evelyn Partners's Q3 2026 Portfolio in Review
As of Q3 2026, Evelyn Partners held 693 positions worth $6.26B, down 87% from $46.9B the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Evelyn Partners's Q3 2026 filing shows 142 new, 142 increased, 166 reduced and 23 closed positions. Its largest new stake was Vanguard FTSE Pacific ETF: 160,313 shares worth $18.6M. The largest sale was Vanguard S&P 500 ETF, an estimated $113M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 2.9% a quarter earlier, followed by Healthcare and Financials.
- Evelyn Partners's largest Q3 2026 buy was Vanguard FTSE Pacific ETF: 160,313 shares worth $18.6M.
- Evelyn Partners added most to Broadcom in Q3 2026, an estimated $21.1M increase.
- Evelyn Partners's biggest Q3 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $113M.
- Evelyn Partners fully exited WisdomTree India Earnings Fund ETF in Q3 2026, selling an estimated $1.42M.
- Evelyn Partners's ten largest holdings make up 49% of its $6.26B portfolio in Q3 2026.
- Evelyn Partners opened 142 new positions and closed 23 in Q3 2026.
- Evelyn Partners's portfolio value fell 87% quarter-over-quarter to $6.26B.
Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.