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EVANSON ASSET MANAGEMENT, LLC
EVANSON ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31
EVANSON ASSET MANAGEMENT, LLC runs EVANSON ASSET MANAGEMENT, LLC and currently holds 321 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.86B. Their top holdings are DFAC, VBIL, PHYS, DFAS, DFAX. The top five represent 32.1% of reported portfolio weight. EVANSON ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 54 existing positions. They trimmed 43 positions. Their current best-performing preview position is BARK with returns of +1,581.33%.
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321 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 8.33% | $27.34 | $45.61 | +66.83% | Trimmed -0.26% |
 VBIL VANGUARD INSTL INDEX FD | 7.63% | $75.53 | $75.66 | +0.17% | Trimmed -1.28% |
 PHYS SPROTT ASSET MANAGEMENT LP | 7.30% | $11.26 | $35.00 | +210.79% | Trimmed -5.90% |
 DFAS DIMENSIONAL ETF TRUST | 4.62% | $59.41 | $83.03 | +39.76% | Added +4.19% |
 DFAX DIMENSIONAL ETF TRUST | 4.20% | $25.91 | $38.13 | +47.16% | Added +0.03% |
 DFIV DIMENSIONAL ETF TRUST | 3.97% | $34.14 | $58.30 | +70.75% | Added +1.12% |
 AAPL APPLE INC | 3.64% | $61.88 | $309.35 | +399.92% | Added +0.60% |
 DFAT DIMENSIONAL ETF TRUST | 3.62% | $44.88 | $71.70 | +59.76% | Trimmed -0.27% |
 DFUS DIMENSIONAL ETF TRUST | 3.58% | $48.34 | $83.66 | +73.06% | Trimmed -1.12% |
 DFUV DIMENSIONAL ETF TRUST | 3.48% | $32.21 | $57.42 | +78.27% | Added +0.39% |
Showing 1-10 of 321