Managers / Q2 2026

Evanson Financial, LLCNEW FILER

CIK 0002140235 · 1133 DOGWOOD DR, MCLEAN, VA, 22101-2220 · 800-624-1015

Reported Value

$2.0B

Q2 2026

Positions

325

Filings on Record

2019–present window

Filed

Jul 7, 2026

original filing

Summary

Evanson Financial, Llc reported $2.0B in U.S.-listed holdings across 325 positions for Q2 2026.

Its largest position, DFAC, represents 8.6% of the portfolio.

13F Reported Value

By security type

Composition data arrives with ticker enrichment.

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#	Issuer	Class	% Portfolio	Value ↓	Shares

Quarter	Reported Value	Positions	Filed	Type	Links
Q2 2026	$2.0B	325	Jul 7, 2026	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.