Evoke Wealth, LLC Portfolio Holdings

Evoke Wealth, LLC

  • $4.37 Trillion
  • Q2 2025

Evoke Wealth, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.37 Trillion distributed in 599 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $461B, Ishares Core S&P 500 ETF with a value of $399B, Tidal ETF Tr Rpar Risk Parity with a value of $191B, Schwab Strategic Us Tips ETF with a value of $180B, and Vanguard Total Stock Market Et with a value of $176B.

Examining the 13F form we can see an increase of $539B in the current position value, from $3.83T to 4.37T.

Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.37 Trillion
Technology: $415 Billion
ETFs: $178 Billion
Financial Services: $130 Billion
Communication Services: $98.8 Billion
Consumer Cyclical: $84.6 Billion
Healthcare: $83.8 Billion
Industrials: $50.6 Billion
Consumer Defensive: $31.3 Billion
Other: $54.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.5B
$461 Billion 10.54% of portfolio
7,030,213
Q2 2025 Added 2.71%
$0
$399 Billion 9.13% of portfolio
642,945
Q2 2025 Added 2.06%
$0
$191 Billion 4.38% of portfolio
9,588,420
Q2 2025 Reduced 12.05%
$0
$180 Billion 4.12% of portfolio
6,751,239
Q2 2025 Added 21.46%
$0
$176 Billion 4.04% of portfolio
578,592
Q2 2025 Added 2.69%
$0
$159 Billion 3.64% of portfolio
3,971,272
Q2 2025 Added 7.59%
$0
$128 Billion 2.94% of portfolio
421,785
Q2 2025 Reduced 0.92%
$0
$117 Billion 2.67% of portfolio
1,061,353
Q2 2025 Reduced 3.25%
$0
$105 Billion 2.4% of portfolio
814,395
Q2 2025 Reduced 0.93%
$0
$100 Billion 2.3% of portfolio
1,760,494
Q2 2025 Added 6.5%
$419B
$99.5 Billion 2.28% of portfolio
629,956
Q2 2025 Added 4.52%
$0
$96.2 Billion 2.2% of portfolio
168,901
Q2 2025 Added 13.66%
$0
$85.1 Billion 1.95% of portfolio
2,007,907
Q2 2025 Added 7.86%
$0
$78.6 Billion 1.8% of portfolio
2,272,514
Q2 2025 Added 12.77%
$0
$76.7 Billion 1.75% of portfolio
123,758
Q2 2025 Added 2.81%
$3.82T
$74.5 Billion 1.7% of portfolio
363,107
Q2 2025 Added 0.15%
$0
$67.1 Billion 1.53% of portfolio
377,494
Q2 2025 Reduced 0.64%
$0
$66.1 Billion 1.51% of portfolio
704,392
Q2 2025 Added 4.17%
$0
$65.9 Billion 1.51% of portfolio
1,332,571
Q2 2025 Added 5.39%
$3.71T
$61.3 Billion 1.4% of portfolio
123,201
Q2 2025 Added 5.56%
$0
$60.2 Billion 1.38% of portfolio
468,056
Q2 2025 Reduced 4.11%
$0
$54.1 Billion 1.24% of portfolio
1,076,000
Q2 2025 Added 15.36%
$0
$51.1 Billion 1.17% of portfolio
1,764,427
Q2 2025 Added 10.37%
$0
$50.4 Billion 1.15% of portfolio
961,343
Q2 2025 Reduced 10.56%
$0
$48.2 Billion 1.1% of portfolio
246,849
Q2 2025 Added 1.87%
$0
$44.5 Billion 1.02% of portfolio
705,390
Q2 2025 Added 3.22%
$0
$42.6 Billion 0.97% of portfolio
488,414
Q2 2025 Reduced 2.27%
$0
$34.8 Billion 0.8% of portfolio
2,481,902
Q2 2025 Reduced 13.0%
$0
$34.6 Billion 0.79% of portfolio
168,449
Q2 2025 Added 0.39%
$1.4T
$33.1 Billion 0.76% of portfolio
187,892
Q2 2025 Added 2.6%
$2.4T
$30.5 Billion 0.7% of portfolio
139,033
Q2 2025 Added 3.87%
$0
$26.4 Billion 0.6% of portfolio
94,005
Q2 2025 Reduced 2.94%
$0
$22.1 Billion 0.51% of portfolio
215,032
Q2 2025 Added 3.32%
$560B
$20.2 Billion 0.46% of portfolio
36,006
Q2 2025 Added 3.67%
$1.43T
$19.7 Billion 0.45% of portfolio
111,014
Q2 2025 Added 5.96%
$0
$17.6 Billion 0.4% of portfolio
199,392
Q2 2025 Reduced 20.03%
$116B
$16.6 Billion 0.38% of portfolio
54,561
Q2 2025 Added 3.09%
$7.68B
$16.3 Billion 0.37% of portfolio
265,333
Q2 2025 Reduced 6.08%
$1.69T
$14.9 Billion 0.34% of portfolio
20,140
Q2 2025 Added 13.89%
$0
$14.9 Billion 0.34% of portfolio
249,576
Q2 2025 Reduced 7.59%
$0
$13 Billion 0.3% of portfolio
118,307
Q2 2025 Added 2.46%
$58.1B
$12.9 Billion 0.29% of portfolio
206,701
Q2 2025 Reduced 0.48%
$0
$12.8 Billion 0.29% of portfolio
23,156
Q2 2025 Added 4.24%
$643B
$11.6 Billion 0.27% of portfolio
53,149
Q2 2025 Reduced 1.83%
$650B
$11.3 Billion 0.26% of portfolio
23,298
Q2 2025 Added 16.41%
$93B
$11.1 Billion 0.26% of portfolio
22,225
Q2 2025 Reduced 2.64%
$466B
$11.5 Billion 0.26% of portfolio
74,996
Q2 2025 Added 2.22%
$80.5B
$9.96 Billion 0.23% of portfolio
2,684
Q2 2025 Reduced 3.42%
$859B
$9.71 Billion 0.22% of portfolio
33,502
Q2 2025 Added 17.23%

Summary

  • Portfolio
  • No. of Stocks 599
  • Current Value $4.37 Trillion
  • Prior Value $3.83 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 158 stocks
  • Additional Purchases 262 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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