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Evanson Financial

Latest statistics and disclosures from Evanson Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002140235

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Portfolio Holdings for Evanson Financial

Evanson Financial holds 325 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	8.6	$177M	4.0M	44.36	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	7.5	$153M	2.0M	75.68	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	5.3	$109M	3.6M	30.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.9	$100M	1.2M	82.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.1	$84M	2.3M	36.84	View chart
Apple (AAPL)	3.8	$78M	270k	289.36	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.8	$77M	1.4M	54.02	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	3.7	$76M	930k	81.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.7	$76M	1.1M	69.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.5	$73M	1.3M	55.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.0	$61M	165k	370.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.9	$60M	169k	357.37	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$52M	146k	353.33	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.5	$50M	1.4M	35.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.4	$49M	1.2M	40.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	2.2	$45M	1.2M	38.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$44M	64k	686.81	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.5	$30M	805k	37.26	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$27M	665k	41.25	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.2	$25M	580k	42.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.2	$24M	600k	40.64	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	1.2	$24M	612k	39.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$22M	138k	156.95	View chart
Listed Fds Tr Roundhill Ball (METV)	1.0	$21M	36k	563.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$17M	329k	50.58	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.8	$17M	574k	28.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$16M	21k	746.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$11M	78k	136.68	View chart
Microsoft Corporation (MSFT)	0.5	$9.7M	26k	373.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$9.5M	19k	500.39	View chart
NVIDIA Corporation (NVDA)	0.5	$9.4M	47k	200.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$9.2M	58k	158.03	View chart
Cisco Systems (CSCO)	0.4	$8.9M	76k	117.46	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$8.7M	76k	113.68	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$8.4M	102k	82.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$8.4M	21k	409.50	View chart
Amazon (AMZN)	0.4	$8.0M	34k	238.34	View chart
Advanced Micro Devices (AMD)	0.4	$7.5M	13k	580.91	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.4	$7.4M	255k	29.19	View chart
Alarm Com Hldgs (ALRM)	0.4	$7.2M	153k	46.72	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$7.0M	37k	190.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$7.0M	81k	85.49	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.3	$6.8M	82k	83.79	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$6.8M	137k	49.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$5.3M	74k	71.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$5.2M	15k	343.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.2M	17k	303.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.1M	41k	124.17	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$4.8M	90k	53.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$4.6M	48k	96.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.6M	37k	124.76	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$4.3M	127k	34.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$4.2M	51k	83.75	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.2	$4.2M	162k	26.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.2M	19k	217.93	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.2	$4.1M	98k	41.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.9M	5.1k	748.83	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$3.8M	25k	154.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.8M	39k	96.58	View chart
Tesla Motors (TSLA)	0.2	$3.8M	9.0k	420.58	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$3.7M	91k	40.68	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$3.7M	68k	54.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.6M	35k	103.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.6M	15k	242.43	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$3.4M	33k	103.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.4M	14k	243.00	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$3.4M	29k	115.69	View chart
Johnson & Johnson (JNJ)	0.2	$3.3M	13k	253.96	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$3.3M	81k	40.21	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$3.2M	32k	99.10	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.1M	32k	98.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.1M	21k	148.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$3.1M	52k	59.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.9M	25k	119.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.9M	21k	137.53	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$2.9M	69k	42.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.9M	21k	136.72	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$2.9M	14k	200.04	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$2.7M	27k	101.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.7M	35k	77.91	View chart
Enterprise Products Partners (EPD)	0.1	$2.7M	74k	36.76	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$2.7M	31k	88.54	View chart
Chevron Corporation (CVX)	0.1	$2.7M	16k	165.76	View chart
Oneok (OKE)	0.1	$2.7M	31k	86.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.6M	11k	236.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.6M	33k	79.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.5M	8.3k	302.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$2.4M	27k	89.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.4M	28k	86.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$2.4M	27k	87.88	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.1	$2.4M	28k	85.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.4M	74k	31.71	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.3M	18k	124.44	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$2.2M	53k	42.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.2M	17k	128.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.1M	41k	50.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.0M	66k	29.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.9M	68k	27.70	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.1	$1.9M	27k	70.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.8M	3.7k	477.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.8M	24k	73.41	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.8M	13k	131.60	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.7M	4.4k	396.59	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.7M	21k	82.27	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.7M	21k	82.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$1.7M	35k	48.34	View chart
Block Cl A (XYZ)	0.1	$1.7M	22k	76.00	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$1.6M	22k	73.34	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.6M	83k	19.12	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.6M	2.2k	703.26	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$1.5M	8.2k	185.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.5M	4.6k	327.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M	2.00	748850.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M	5.0k	300.46	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	9.4k	146.65	View chart
American Express Company (AXP)	0.1	$1.3M	4.0k	338.23	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.3M	6.1k	221.18	View chart
Caterpillar (CAT)	0.1	$1.3M	1.3k	1064.90	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$1.3M	20k	64.71	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$1.3M	17k	79.09	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$1.3M	25k	51.69	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$1.3M	17k	75.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.3M	2.5k	513.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M	17k	77.11	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.1	$1.3M	15k	81.98	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.3M	16k	76.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.2M	15k	80.57	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.1	$1.2M	42k	28.60	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.2M	22k	52.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.2M	15k	76.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.1M	39k	28.96	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$1.1M	11k	100.67	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.1M	21k	53.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.1M	46k	24.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.1M	4.8k	227.06	View chart
Corcept Therapeutics Incorporated (CORT)	0.1	$1.1M	13k	86.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.1M	13k	82.11	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.0M	1.4k	763.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.0M	6.3k	164.27	View chart
Abbvie (ABBV)	0.0	$1.0M	4.0k	251.62	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.0	$983k	15k	66.50	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$981k	15k	67.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$968k	6.2k	156.30	View chart
Appfolio Com Cl A (APPF)	0.0	$962k	6.0k	160.35	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$957k	12k	77.42	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.0	$944k	33k	29.01	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$940k	9.7k	96.49	View chart
Adobe Systems Incorporated (ADBE)	0.0	$936k	4.6k	205.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$917k	13k	68.41	View chart
Enbridge (ENB)	0.0	$917k	17k	54.21	View chart
Philip Morris International (PM)	0.0	$899k	5.0k	180.91	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.0	$869k	12k	74.37	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$855k	45k	18.87	View chart
Okta Cl A (OKTA)	0.0	$852k	6.2k	136.45	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$849k	3.4k	246.21	View chart
Runway Growth Finance Corp (RWAY)	0.0	$844k	151k	5.61	View chart
Eli Lilly & Co. (LLY)	0.0	$824k	687.00	1199.43	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$822k	26k	31.10	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$822k	413.00	1989.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$816k	24k	33.84	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$805k	8.4k	95.44	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$792k	18k	43.76	View chart
Oracle Corporation (ORCL)	0.0	$791k	5.4k	146.54	View chart
Vanguard World Energy Etf (VDE)	0.0	$786k	5.2k	150.14	View chart
Cryoport Com Par $0.001 (CYRX)	0.0	$785k	50k	15.70	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$780k	9.4k	83.07	View chart
Costco Wholesale Corporation (COST)	0.0	$763k	815.00	935.86	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$743k	1.1k	655.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$737k	20k	36.13	View chart
International Business Machines (IBM)	0.0	$725k	2.6k	281.23	View chart
McDonald's Corporation (MCD)	0.0	$715k	2.6k	270.28	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.0	$708k	9.5k	74.25	View chart
Visa Com Cl A (V)	0.0	$688k	2.0k	343.06	View chart
Vanguard World Utilities Etf (VPU)	0.0	$685k	3.5k	195.72	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$680k	12k	55.33	View chart
State Street Corporation (STT)	0.0	$674k	4.0k	169.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$666k	7.3k	91.20	View chart
Union Pacific Corporation (UNP)	0.0	$657k	2.4k	272.00	View chart
Sonoco Products Company (SON)	0.0	$656k	2.9k	223.65	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$655k	13k	50.39	View chart
Qualcomm (QCOM)	0.0	$651k	3.5k	184.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$646k	7.8k	82.65	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$635k	11k	58.20	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$628k	12k	53.90	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$627k	3.4k	182.29	View chart
Agnico (AEM)	0.0	$624k	4.0k	155.13	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$620k	11k	54.63	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$609k	3.7k	164.62	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.0	$602k	31k	19.68	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$600k	13k	45.34	View chart
Intuit (INTU)	0.0	$588k	2.3k	261.00	View chart
Netflix (NFLX)	0.0	$579k	8.1k	71.40	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$576k	11k	51.02	View chart
Wal-Mart Stores (WMT)	0.0	$574k	5.1k	113.25	View chart
Amgen (AMGN)	0.0	$563k	1.6k	362.05	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$562k	35k	15.88	View chart
Intel Corporation (INTC)	0.0	$560k	4.0k	139.62	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$548k	4.8k	114.60	View chart
Home Depot (HD)	0.0	$537k	1.5k	352.68	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$534k	9.4k	56.52	View chart
Boeing Company (BA)	0.0	$517k	2.4k	216.50	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$513k	2.6k	197.59	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$512k	51k	10.03	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$505k	11k	44.85	View chart
Ishares Tr Copper & Metals (ICOP)	0.0	$492k	10k	49.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$491k	14k	36.26	View chart
Beta Bionics (BBNX)	0.0	$490k	31k	15.67	View chart
Kinder Morgan (KMI)	0.0	$490k	15k	31.97	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.0	$480k	9.6k	49.88	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$464k	7.1k	65.61	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$461k	2.6k	177.48	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.0	$454k	9.6k	47.47	View chart
TJX Companies (TJX)	0.0	$446k	2.9k	151.50	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$438k	11k	39.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$432k	1.2k	365.75	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.0	$428k	5.6k	76.40	View chart
Palo Alto Networks (PANW)	0.0	$427k	1.3k	341.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$427k	3.4k	124.42	View chart
Servicenow (NOW)	0.0	$423k	4.3k	99.28	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.0	$418k	4.6k	89.96	View chart
Parker-Hannifin Corporation (PH)	0.0	$405k	414.00	978.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$402k	12k	33.29	View chart
Alamos Gold Com Cl A (AGI)	0.0	$401k	13k	30.34	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$400k	8.5k	46.93	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$398k	3.3k	118.99	View chart
SLB Com Stk (SLB)	0.0	$394k	8.5k	46.49	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$392k	5.2k	75.17	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$386k	3.6k	107.62	View chart
Merck & Co (MRK)	0.0	$385k	3.0k	128.51	View chart
At&t (T)	0.0	$383k	19k	20.70	View chart
CommVault Systems (CVLT)	0.0	$383k	2.7k	141.73	View chart
Essent (ESNT)	0.0	$381k	5.9k	64.28	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.0	$379k	7.5k	50.78	View chart
Altria (MO)	0.0	$376k	5.2k	71.95	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$375k	5.0k	75.28	View chart
UnitedHealth (UNH)	0.0	$371k	893.00	415.86	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$366k	3.3k	109.42	View chart
Nextera Energy (NEE)	0.0	$365k	4.2k	87.77	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$363k	3.1k	117.02	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$359k	6.8k	53.17	View chart
ConocoPhillips (COP)	0.0	$358k	3.4k	103.96	View chart
Abbott Laboratories (ABT)	0.0	$356k	3.9k	90.74	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.0	$345k	5.6k	61.09	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$340k	9.8k	34.81	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$336k	6.3k	53.34	View chart
Group 1 Automotive (GPI)	0.0	$335k	1.2k	291.17	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$331k	3.8k	86.43	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.0	$330k	4.1k	79.89	View chart
PNC Financial Services (PNC)	0.0	$329k	1.3k	246.22	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$323k	6.4k	50.83	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.0	$322k	6.5k	49.71	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$317k	6.0k	53.11	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.0	$316k	8.0k	39.46	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$316k	6.4k	49.28	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.0	$315k	251.00	1254.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$315k	2.5k	127.81	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$312k	3.3k	95.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$311k	6.4k	48.43	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$311k	6.1k	51.05	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$310k	9.7k	31.86	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$310k	4.5k	69.59	View chart
Invesco Exchange Traded Fd T Bloo Mvp Mul Etf (BMVP)	0.0	$309k	6.0k	51.28	View chart
Willis Towers Watson SHS (WTW)	0.0	$307k	1.2k	261.37	View chart
Deere & Company (DE)	0.0	$307k	483.00	634.90	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$305k	716.00	426.40	View chart
General Dynamics Corporation (GD)	0.0	$304k	857.00	354.24	View chart
Thermo Fisher Scientific (TMO)	0.0	$301k	600.00	501.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$298k	1.2k	252.23	View chart
Central Securities (CET)	0.0	$297k	5.7k	52.45	View chart
Appian Corp Cl A (APPN)	0.0	$296k	13k	22.90	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$296k	1.0k	283.69	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$295k	3.0k	98.30	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$290k	5.5k	52.41	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.0	$289k	250.00	1157.00	View chart
Pfizer (PFE)	0.0	$285k	12k	24.08	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$284k	12k	24.66	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$280k	5.9k	47.38	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$277k	5.2k	53.19	View chart
Ge Vernova (GEV)	0.0	$275k	234.00	1175.18	View chart
American Electric Power Company (AEP)	0.0	$274k	2.0k	136.81	View chart
Colgate-Palmolive Company (CL)	0.0	$272k	3.0k	91.69	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$272k	3.6k	76.16	View chart
Vanguard World Health Car Etf (VHT)	0.0	$269k	901.00	299.01	View chart
Toast Cl A (TOST)	0.0	$269k	9.7k	27.82	View chart
Southern Company (SO)	0.0	$266k	2.8k	95.71	View chart
Verizon Communications (VZ)	0.0	$262k	6.2k	42.34	View chart
Norfolk Southern (NSC)	0.0	$261k	829.00	314.46	View chart
FedEx Corporation (FDX)	0.0	$259k	828.00	313.13	View chart
Lowe's Companies (LOW)	0.0	$259k	1.2k	220.42	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$259k	2.5k	103.65	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.0	$259k	24k	10.72	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$256k	6.0k	42.59	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$255k	4.3k	58.98	View chart
Goldman Sachs (GS)	0.0	$249k	246.00	1011.37	View chart
Consolidated Edison (ED)	0.0	$243k	2.2k	110.63	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$243k	1.7k	146.41	View chart
Newmont Mining Corporation (NEM)	0.0	$241k	2.6k	93.40	View chart
Freeport Mcmoran CL B (FCX)	0.0	$239k	3.8k	62.89	View chart
Oklo Com Cl A (OKLO)	0.0	$232k	4.4k	52.33	View chart
Spotify Technology S A SHS (SPOT)	0.0	$227k	494.00	459.13	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$226k	6.3k	36.06	View chart
Williams Companies (WMB)	0.0	$226k	3.0k	74.34	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$221k	3.4k	65.59	View chart
Monday SHS (MNDY)	0.0	$219k	3.0k	72.39	View chart
Walt Disney Company (DIS)	0.0	$218k	2.3k	96.23	View chart
Intuitive Surgical Com New (ISRG)	0.0	$218k	547.00	397.68	View chart
Archer Daniels Midland Company (ADM)	0.0	$214k	2.8k	76.40	View chart
D-wave Quantum (QBTS)	0.0	$214k	8.9k	23.99	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$213k	4.4k	48.12	View chart
Spdr Series Trust St Str Msci Gen (SHE)	0.0	$213k	1.4k	154.49	View chart
Autodesk (ADSK)	0.0	$211k	1.1k	194.42	View chart
Sherwin-Williams Company (SHW)	0.0	$208k	605.00	344.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$207k	2.2k	95.60	View chart
Blackline (BL)	0.0	$206k	7.4k	28.07	View chart
Dimensional Etf Trust Us Larg Vect Etf (DFVX)	0.0	$206k	2.5k	82.22	View chart
MercadoLibre (MELI)	0.0	$205k	121.00	1697.39	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	0.0	$204k	2.9k	69.34	View chart
Align Technology (ALGN)	0.0	$202k	1.2k	168.66	View chart
American Airls (AAL)	0.0	$201k	11k	18.07	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$200k	2.0k	102.16	View chart
Pitney Bowes (PBI)	0.0	$200k	11k	17.52	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$182k	13k	14.53	View chart
Compass Cl A (COMP)	0.0	$123k	10k	12.33	View chart
Putnam Etf Trust Franklin Muni (FTMU)	0.0	$109k	14k	7.93	View chart
Redwood Trust (RWT)	0.0	$66k	14k	4.74	View chart

Past Filings by Evanson Financial

SEC 13F filings are viewable for Evanson Financial going back to 2026

Evanson Financial 2026 Q2 filed July 7, 2026

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