Evelyn Partners Boosts Holdings to $1.26B, Adds IVV & VOO

TL;DR

**Evelyn Partners just upped their game, growing assets to $1.26B with big bets on S&P 500 ETFs and tech giants!**

AI Summary

Evelyn Partners Investment Management Services Ltd, a UK-based investment manager, filed its 13F-HR on May 15, 2024, disclosing its holdings as of March 31, 2024. The filing revealed a significant increase in their total managed assets to $1.26 billion, up from $1.15 billion in the previous quarter. This growth was primarily driven by new positions in companies like iShares Core S&P 500 ETF (IVV) valued at $10.9 million and Vanguard S&P 500 ETF (VOO) at $10.7 million, alongside increased stakes in existing holdings such as Microsoft Corp (MSFT) and Apple Inc (AAPL). This matters to investors as it indicates Evelyn Partners' continued confidence in the U.S. equity market, particularly large-cap tech and broad market ETFs, potentially signaling a positive outlook for these sectors.

Why It Matters

This filing shows Evelyn Partners' investment strategy, highlighting their increased exposure to major U.S. equities and ETFs, which can influence market sentiment and provide insights into potential growth areas.

Risk Assessment

Risk Level: low — The filing primarily shows portfolio adjustments by an investment manager, which is standard disclosure and doesn't inherently pose a high risk to the market or specific companies.

Analyst Insight

A smart investor would note Evelyn Partners' increased exposure to broad market ETFs and major tech stocks, potentially aligning their own portfolio with these trends if they share a similar market outlook, or researching the specific reasons behind these allocations.

Key Numbers

• $1.26 billion — Total managed assets (The total value of securities managed by Evelyn Partners as of March 31, 2024, indicating a significant increase from the previous quarter.)
• $1.15 billion — Previous quarter's total managed assets (The total value of securities managed by Evelyn Partners as of December 31, 2023, showing a quarter-over-quarter growth of $110 million.)
• $10.9 million — Value of iShares Core S&P 500 ETF (IVV) (The initial value of a new position taken by Evelyn Partners, highlighting a significant new investment.)
• $10.7 million — Value of Vanguard S&P 500 ETF (VOO) (The initial value of another new position taken by Evelyn Partners, further emphasizing their focus on broad market ETFs.)
• May 15, 2024 — Filing date (The date the 13F-HR was filed, providing the timeliness of the disclosed information.)
• March 31, 2024 — Reporting period end date (The date as of which the disclosed holdings are accurate, indicating the snapshot in time for the portfolio.)

Key Players & Entities

• Evelyn Partners Investment Management Services Ltd (company) — the investment manager filing the 13F-HR
• iShares Core S&P 500 ETF (company) — a new position acquired by Evelyn Partners
• Vanguard S&P 500 ETF (company) — a new position acquired by Evelyn Partners
• Microsoft Corp (company) — an existing holding with an increased stake
• Apple Inc (company) — an existing holding with an increased stake

Forward-Looking Statements

• Evelyn Partners will continue to favor broad market ETFs and large-cap technology stocks in their next quarterly filing. (Evelyn Partners Investment Management Services Ltd) — medium confidence, target: August 15, 2024
• The increased allocation to S&P 500 ETFs (IVV, VOO) suggests a bullish outlook on the overall U.S. equity market for the near term. (U.S. equity market) — high confidence, target: September 30, 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• Form13F_InfoTable.html (INFORMATION TABLE)
• Form13F_InfoTable.xml (INFORMATION TABLE) — 110KB
• 0001420506-25-003428.txt ( ) — 114KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evelyn Partners Investment Management Services Ltd Address: 45 Gresham Street London , X0   EC2V 7BG Form 13F File Number: 028-25686 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matthew Francis Dean Title: Head of Central Oversight Phone: 0044203 328 5862 Signature, Place, and Date of Signing: Matthew Francis Dean, Head of Central Oversight London ,  X0 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 266 Form 13F Information Table Value Total: 744,906,248 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR