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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.26K
+ 9.84%
$82.69 - $83.12 $104K - $104K
14K $1.16M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
41
+ 0.13%
$82.92 - $88.2 $3.4K - $3.62K
31.7K $2.78M
CVX
Chevron Corp

Energy
590
+ 3.55%
$148.9 - $157.72 $87.9K - $93.1K
17.2K $2.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
569
+ 1.0%
$137.47 - $143.13 $78.2K - $81.4K
57.6K $8.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.37K
+ 1.84%
$23.02 - $24.23 $31.5K - $33.2K
76K $1.82M
IWC
Russell Micro Cap ETF

ETFs
556
+ 4.06%
$147.86 - $159.95 $82.2K - $88.9K
14.3K $2.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.96K
+ 2.94%
$25.85 - $27.19 $50.6K - $53.3K
68.7K $1.82M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.88K
+ 2.16%
$37.18 - $38.47 $70K - $72.4K
88.8K $3.34M
CRM
Salesforce, Inc.

Technology
251
+ 28.01%
$235.69 - $263.41 $59.2K - $66.1K
1.15K $271K
EPD
Enterprise Products Partners L.P.

Energy
243
+ 0.47%
$30.19 - $32.26 $7.34K - $7.84K
52.4K $1.69M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
7
+ 0.02%
$30.0 - $32.27 $210 - $226
40.8K $1.3M
VDE
Vanguard Energy ETF

ETFs
38
+ 0.28%
$120.37 - $129.34 $4.57K - $4.91K
13.8K $1.79M
VUG
Vanguard Growth ETF

ETFs
65
+ 1.36%
$470.44 - $504.26 $30.6K - $32.8K
4.83K $2.34M
NEE
Nextera Energy Inc

Utilities
63
+ 1.49%
$78.18 - $86.03 $4.93K - $5.42K
4.28K $367K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
265
+ 0.51%
$52.54 - $55.77 $13.9K - $14.8K
51.7K $2.84M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
80
+ 7.41%
$325.34 - $368.61 $26K - $29.5K
1.16K $400K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
72
+ 0.88%
$242.67 - $261.79 $17.5K - $18.8K
8.26K $2.07M
AVDE
American Centy ETF Tr Avantis

ETFs
178
+ 0.79%
$77.65 - $81.2 $13.8K - $14.5K
22.6K $1.82M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.04K
+ 2.77%
$42.71 - $43.27 $44.2K - $44.8K
38.4K $1.64M
DFAU
Dimensional ETF Tr

ETFs
764
+ 2.87%
$44.77 - $47.01 $34.2K - $35.9K
27.4K $1.26M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
986
+ 3.14%
$31.49 - $33.1 $31K - $32.6K
32.4K $1.05M
EEM
Ishares Msci Emerging Markets

ETFs
8
+ 0.03%
$51.94 - $56.01 $416 - $448
24.1K $1.33M
FNDX
Schwab Fundamental U S Large C

ETFs
1.05K
+ 3.96%
$25.68 - $26.95 $26.9K - $28.2K
27.5K $730K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
377
+ 1.55%
$139.66 - $144.52 $52.7K - $54.5K
24.7K $3.49M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
275
+ 2.49%
$46.45 - $49.01 $12.8K - $13.5K
11.3K $547K
WELL
Welltower Inc.

Real Estate
7
+ 0.35%
$165.94 - $193.82 $1.16K - $1.36K
2.01K $389K
FNDF
Schwab Fundamental Intl Large

ETFs
59
+ 0.37%
$42.35 - $45.18 $2.5K - $2.67K
16.1K $718K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
17
+ 0.07%
$44.26 - $47.16 $752 - $802
25.6K $1.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
570
+ 2.81%
$114.27 - $121.15 $65.1K - $69.1K
20.9K $2.44M
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.28%
$264.7 - $283.93 $794 - $852
1.06K $300K
SCHO
Schwab Short Term Us Treasury

ETFs
1.05K
+ 2.39%
$24.31 - $24.46 $25.6K - $25.7K
45K $1.1M
AVEM
American Centy ETF Tr Avantis

ETFs
84
+ 1.23%
$73.09 - $78.36 $6.14K - $6.58K
6.89K $534K
PLTR
Palantir Technologies Inc.

Technology
264
+ 9.58%
$172.14 - $207.18 $45.4K - $54.7K
3.02K $525K
CGDV
Capital Group Divid Value ETF

ETFs
419
+ 7.18%
$41.33 - $43.47 $17.3K - $18.2K
6.26K $268K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.1K
+ 6.61%
$20.53 - $20.66 $22.5K - $22.6K
17.7K $363K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.02K
+ 3.24%
$13.16 - $13.86 $13.4K - $14.2K
32.6K $445K
VBR
Vanguard Small Cap Value ETF

ETFs
349
+ 2.26%
$201.42 - $211.15 $70.3K - $73.7K
15.8K $3.25M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
18
+ 0.16%
$61.28 - $64.49 $1.1K - $1.16K
11.6K $742K
HEFA
Ishares Currency Hedged Msci E

ETFs
151
+ 1.8%
$39.63 - $41.86 $5.98K - $6.32K
8.52K $350K
IVE
Ishares S&P 500 Value ETF

ETFs
20
+ 0.42%
$202.52 - $212.07 $4.05K - $4.24K
4.82K $1.01M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
864
+ 7.46%
$21.91 - $22.1 $18.9K - $19.1K
12.5K $273K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
824
+ 7.68%
$23.54 - $23.83 $19.4K - $19.6K
11.6K $273K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
704
+ 7.02%
$25.38 - $25.57 $17.9K - $18K
10.7K $272K
IVW
Ishares S&P 500 Growth ETF

ETFs
72
+ 0.34%
$118.29 - $126.28 $8.52K - $9.09K
21.4K $2.59M
EEMV
Ishares Msci Emerging Markets

ETFs
134
+ 2.77%
$62.97 - $65.76 $8.44K - $8.81K
4.98K $324K
VOE
Vanguard Mid Cap Value Index F

ETFs
90
+ 3.61%
$169.53 - $176.53 $15.3K - $15.9K
2.58K $448K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
179
+ 1.27%
$32.35 - $34.37 $5.79K - $6.15K
14.2K $481K
KRP
Kimbell Royalty Partners, LP

Energy
527
+ 4.61%
$12.83 - $13.79 $6.76K - $7.27K
11.9K $164K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
146
+ 0.36%
$25.2 - $26.46 $3.68K - $3.86K
40.3K $1.04M
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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