Evanson Asset Management, LLC Incresed Positions in Q4 2025

Evanson Asset Management, LLC

  • $1.58 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
18.3K
+ 100.25%
$278.39 - $304.13 $5.1M - $5.57M
36.6K $10.5M
DFIV
Dimensional ETF Tr

ETFs
30.3K
+ 2.23%
$45.13 - $48.25 $1.37M - $1.46M
1.39M $66.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.2K
+ 9.54%
$600.51 - $631.95 $2.52M - $2.65M
48.2K $29.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
32.6K
+ 3.55%
$71.0 - $74.64 $2.31M - $2.43M
950K $69.3M
NOW
Service Now, Inc.

Technology
3.18K
+ 333.23%
$835.79 - $946.29 $2.66M - $3.01M
4.13K $3.45M
DFSV
Dimensional ETF Tr Dimensional

ETFs
74.5K
+ 7.82%
$30.55 - $32.35 $2.28M - $2.41M
1.03M $32.3M
DISV
Dimensional ETF Tr Dimensional

ETFs
45.4K
+ 4.14%
$35.06 - $36.3 $1.59M - $1.65M
1.14M $41.1M
DFAI
Dimensional ETF Tr

ETFs
37.4K
+ 6.62%
$35.82 - $37.52 $1.34M - $1.41M
603K $22.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
33.5K
+ 12.58%
$49.98 - $50.59 $1.67M - $1.69M
300K $15.1M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
19.2K
+ 3.61%
$31.06 - $33.86 $596K - $650K
551K $18.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.4K
+ 2.91%
$31.28 - $33.46 $512K - $547K
579K $19.2M
AMD
Advanced Micro Devices Inc

Technology
74
+ 0.59%
$164.01 - $264.33 $12.1K - $19.6K
12.6K $3.04M
DFIC
Dimensional ETF Tr Dimensional

ETFs
14.4K
+ 1.83%
$32.24 - $33.72 $464K - $485K
800K $26.7M
DFIS
Dimensional ETF Tr Dimensional

ETFs
37.1K
+ 2.86%
$30.89 - $32.15 $1.15M - $1.19M
1.34M $42M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11K
+ 154.14%
$77.73 - $78.84 $851K - $863K
18.1K $1.41M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.48K
+ 253.0%
$482.23 - $557.53 $711K - $822K
2.06K $1.11M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.98K
+ 42.65%
$78.65 - $79.19 $785K - $790K
33.4K $2.63M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.9K
+ 0.27%
$37.61 - $39.41 $411K - $431K
4M $155M
XLU
Utilities Sector Spdr

ETFs
6.9K
+ 100.2%
$87.89 - $92.9 $607K - $641K
13.8K $1.22M
AVUS
American Centy ETF Tr Avantis

ETFs
5.63K
+ 48.52%
$105.96 - $111.17 $596K - $625K
17.2K $1.88M
IEFA
Ishares Tr

ETFs
5.47K
+ 16.3%
$86.09 - $89.88 $471K - $492K
39K $3.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.72K
+ 72.06%
$79.55 - $80.13 $535K - $539K
16.1K $1.28M
SLV
I Shares Silver Trust

ETFs
4.3K
+ 4.65%
$42.4 - $49.17 $182K - $211K
96.8K $4.45M
AVUV
American Centy ETF Tr Avantis

ETFs
5.6K
+ 29.21%
$95.19 - $100.66 $533K - $564K
24.8K $2.42M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.3K
+ 48.51%
$49.98 - $50.22 $517K - $520K
31.7K $1.59M
VEA
Vanguard Ftse Developed Market

ETFs
6.77K
+ 11.85%
$59.18 - $62.09 $401K - $421K
64K $3.92M
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.83K
+ 78.87%
$46.68 - $48.34 $412K - $427K
20K $952K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.49K
+ 65.9%
$142.79 - $150.05 $355K - $373K
6.26K $915K
XLE
Energy Sector Spdr

ETFs
3.43K
+ 100.56%
$85.22 - $92.02 $292K - $315K
6.84K $628K
IWB
Ishares Tr Russell 1000 ETF

ETFs
702
+ 3.54%
$358.39 - $376.54 $252K - $264K
20.5K $7.55M
UNH
Unitedhealth Group Inc

Healthcare
1.02K
+ 114.25%
$320.52 - $369.92 $326K - $377K
1.91K $611K
VB
Vanguard Small Cap ETF

ETFs
1.44K
+ 9.81%
$248.1 - $260.08 $358K - $376K
16.2K $4.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.33K
+ 2.91%
$72.17 - $75.74 $168K - $177K
82.4K $6.17M
VT
Vanguard Total World Stk Index

ETFs
633
+ 0.46%
$135.16 - $141.78 $85.6K - $89.7K
137K $19.1M
XLB
Select Sector Spdr Fd Material

ETFs
3.21K
+ 101.29%
$84.72 - $89.9 $272K - $289K
6.38K $553K
IEMG
Ishares Inc

ETFs
4.37K
+ 27.11%
N/A
20.5K $1.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.27K
+ 45.69%
$83.45 - $84.82 $189K - $192K
7.23K $603K
MUB
Ishares National Muni Bond ETF

ETFs
1.72K
+ 74.11%
$106.36 - $107.61 $183K - $185K
4.05K $433K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.02%
$185.98 - $199.58 $372 - $399
13K $2.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.41K
+ 23.72%
$31.41 - $33.69 $170K - $182K
28.2K $909K
VTV
Vanguard Value ETF

ETFs
896
+ 4.8%
$182.87 - $189.72 $164K - $170K
19.6K $3.66M
COST
Costco Wholesale Corp

Consumer Defensive
191
+ 29.2%
$910.94 - $954.99 $174K - $182K
845 $771K
IVV
Ishares Core S&P 500 ETF

ETFs
183
+ 3.77%
$656.2 - $690.71 $120K - $126K
5.03K $3.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.71K
+ 7.11%
$76.84 - $80.86 $132K - $138K
25.8K $2.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.81K
+ 7.79%
$26.44 - $27.53 $127K - $132K
66.6K $1.81M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.43K
+ 1.28%
$30.11 - $31.43 $43.1K - $45K
113K $3.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
141
+ 31.33%
$524.58 - $588.02 $74K - $82.9K
591 $335K
VGT
Vanguard Information Technolog

ETFs
116
+ 3.91%
$736.33 - $801.52 $85.4K - $93K
3.08K $2.33M
EFV
Msci Eafe Value ETF

ETFs
1.04K
+ 6.66%
$66.73 - $70.99 $69.5K - $74K
16.7K $1.17M
Activity Summary
Buys All Purchases 179 New Holdings 12 Increased Positions 167 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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