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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$433B
$3.24 Billion 0.07% of portfolio
3,276
Q2 2025 Added 58.26%
$242B
$3.13 Billion 0.07% of portfolio
9,818
Q2 2025 Added 2.72%
$30.9B
$3.04 Billion 0.07% of portfolio
11,734
Q2 2025 Added 0.22%
$0
$2.42 Billion 0.06% of portfolio
197,436
Q1 2025 Reduced 0.2%
$0
$2.81 Billion 0.06% of portfolio
249,824
Q2 2025 Added 3.93%
$14.2B
$2.79 Billion 0.06% of portfolio
6,246
Q2 2025 Reduced 1.08%
$28.9B
$2.83 Billion 0.06% of portfolio
2,408
Q2 2025 Reduced 6.19%
$0
$2.8 Billion 0.06% of portfolio
255,089
Q2 2025 Added 3.24%
$178B
$2.56 Billion 0.06% of portfolio
4,864
Q2 2025 Added 6.95%
$150B
$2.52 Billion 0.06% of portfolio
9,011
Q2 2025 Added 9.0%
$3.7B
$2.63 Billion 0.06% of portfolio
143,944
Q2 2025 Added 1.17%
$54.3B
$2.58 Billion 0.06% of portfolio
14,954
Q2 2025 Reduced 1.2%
$69.5B
$2.83 Billion 0.06% of portfolio
23,802
Q2 2025 Added 4.15%
$1.3T
$2.11 Billion 0.05% of portfolio
9,268
Q2 2025 Added 15.52%
$137B
$2.06 Billion 0.05% of portfolio
9,813
Q2 2025 Added 2.54%
$214B
$2.06 Billion 0.05% of portfolio
25,796
Q2 2025 Added 45.34%
$230B
$2.2 Billion 0.05% of portfolio
7,541
Q2 2025 Added 3.91%
$84.6B
$2.08 Billion 0.05% of portfolio
13,650
Q2 2025 Added 8.1%
$123B
$2.01 Billion 0.05% of portfolio
6,492
Q2 2025 Added 5.82%
$92.7B
$2.26 Billion 0.05% of portfolio
31,577
Q2 2025 Reduced 11.2%
$276B
$2.39 Billion 0.05% of portfolio
34,432
Q2 2025 Reduced 4.2%
$7.47B
$2.39 Billion 0.05% of portfolio
16,565
Q2 2025 Reduced 7.03%
$425B
$1.88 Billion 0.04% of portfolio
5,131
Q2 2025 Added 29.21%
$0
$1.82 Billion 0.04% of portfolio
175,003
Q2 2025 Added 2.04%
$302B
$1.74 Billion 0.04% of portfolio
6,779
Q2 2025 Added 81.4%
$90B
$1.78 Billion 0.04% of portfolio
7,759
Q2 2025 Reduced 4.81%
$20.7B
$1.65 Billion 0.04% of portfolio
13,147
Q2 2025 Added 11.13%
$79.5B
$1.76 Billion 0.04% of portfolio
10,234
Q2 2025 Added 5.18%
$159B
$1.71 Billion 0.04% of portfolio
5,724
Q2 2025 Added 15.43%
$23.3B
$1.58 Billion 0.04% of portfolio
21,885
Q2 2025 Reduced 1.02%
$149B
$1.75 Billion 0.04% of portfolio
4,409
Q2 2025 Reduced 10.98%
$25.2B
$1.8 Billion 0.04% of portfolio
23,489
Q2 2025 Reduced 6.02%
$91B
$1.84 Billion 0.04% of portfolio
3,613
Q2 2025 Added 12.48%
$141B
$1.92 Billion 0.04% of portfolio
9,710
Q2 2025 Added 15.73%
$252B
$1.84 Billion 0.04% of portfolio
6,738
Q2 2025 Added 19.85%
$293B
$1.7 Billion 0.04% of portfolio
23,844
Q2 2025 Added 11.54%
$0
$1.8 Billion 0.04% of portfolio
152,002
Q2 2025 Added 0.82%
$51.5B
$1.81 Billion 0.04% of portfolio
60,397
Q2 2025 Added 0.51%
$223B
$1.9 Billion 0.04% of portfolio
13,030
Q2 2025 Reduced 0.78%
$39.6B
$1.84 Billion 0.04% of portfolio
5,544
Q2 2025 Reduced 3.2%
$59.1B
$1.75 Billion 0.04% of portfolio
8,538
Q2 2025 Added 22.81%
$38.9B
$1.29 Billion 0.03% of portfolio
4,943
Q2 2025 Added 6.6%
$255B
$1.37 Billion 0.03% of portfolio
7,472
Q2 2025 Added 102.22%
$319B
$1.17 Billion 0.03% of portfolio
8,590
Q2 2025 Added 78.81%
$183B
$1.13 Billion 0.03% of portfolio
26,006
Q2 2025 Added 7.21%
$39.7B
$1.23 Billion 0.03% of portfolio
4,268
Q2 2025 Added 34.64%
$99B
$1.26 Billion 0.03% of portfolio
13,431
Q2 2025 Added 64.27%
$138B
$1.12 Billion 0.03% of portfolio
16,188
Q2 2025 Added 14.2%
$60.3B
$1.11 Billion 0.03% of portfolio
19,074
Q2 2025 Added 23.74%

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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