Evanson Financial
$2.0B 13F equity value
333 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Evanson Financial covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 3,977,299 | $177M | 8.7% |
| VBIL | VANGUARD INSTL INDEX FD | 2,150,979 | $163M | 8.0% |
| PHYS | SPROTT ASSET MANAGEMENT LP | 3,314,044 | $104M | 5.1% |
| DFAS | DIMENSIONAL ETF TRUST | 1,187,962 | $92M | 4.5% |
| AAPL | APPLE INC | 267,777 | $89M | 4.4% |
| DFAX | DIMENSIONAL ETF TRUST | 2,269,353 | $84M | 4.1% |
| DFIV | DIMENSIONAL ETF TRUST | 1,404,680 | $78M | 3.9% |
| DFUS | DIMENSIONAL ETF TRUST | 929,815 | $77M | 3.8% |
| DFUV | DIMENSIONAL ETF TRUST | 1,284,768 | $71M | 3.5% |
| DFAT | DIMENSIONAL ETF TRUST | 1,062,046 | $71M | 3.5% |
Track Evanson Financial's 13F portfolio: $2.0B in reported holdings, 333 positions. Top holdings and quarterly changes on SentiSense.
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