Evanson Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 316 positions held by the firm, which is headquartered at 1133 Dogwood Dr in McLean, Virginia.
The report indicates that the firm holds a mix of individual corporate stocks and exchange-traded funds (ETFs). Among the notable individual stock positions listed in the filing are Alphabet Inc. (Class A and Class C shares), Apple Inc., and Amazon.com Inc.. The filing also includes significant positions in Microsoft Corporation and Johnson & Johnson.
In addition to equities, the portfolio includes various ETFs tracking global and domestic markets. Notable ETF holdings include the Dimensional ETF Trust series, which covers international and U.S. equity markets, as well as iShares funds tracking the S&P 500, MSCI EAFE, and emerging markets indices. The filing also lists several funds focused on specific sectors, such as real estate, healthcare, and commodities.
