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
$51.7B
$1.12 Billion 0.03% of portfolio
8,763
Q2 2025 Added 4.18%
$258B
$1.52 Billion 0.03% of portfolio
10,755
Q2 2025 Reduced 17.37%
$71.9B
$1.17 Billion 0.03% of portfolio
11,114
Q2 2025 Added 164.62%
$252B
$1.4 Billion 0.03% of portfolio
9,900
Q2 2025 Added 0.27%
$63B
$1.2 Billion 0.03% of portfolio
11,368
Q2 2025 Added 34.15%
$23.1B
$1.29 Billion 0.03% of portfolio
13,401
Q2 2025 Added 1.23%
$0
$1.51 Billion 0.03% of portfolio
96,685
Q2 2025 Added 4.32%
$210B
$1.1 Billion 0.03% of portfolio
37,965
Q2 2025 Added 5.19%
$0
$1.16 Billion 0.03% of portfolio
79,506
Q3 2024 Added 349.19%
$221B
$1.34 Billion 0.03% of portfolio
3,456
Q2 2025 Added 9.58%
$115B
$977 Million 0.02% of portfolio
3,360
Q2 2025 Added 56.35%
$1.65B
$994 Million 0.02% of portfolio
40,445
Q2 2025 Reduced 0.99%
$171B
$823 Million 0.02% of portfolio
7,133
Q2 2025 Added 1.28%
$91.8B
$705 Million 0.02% of portfolio
2,860
Q2 2025 New
$1.39B
$852 Million 0.02% of portfolio
129,035
Q3 2023 New
$189B
$717 Million 0.02% of portfolio
8,426
Q2 2025 Added 94.69%
$120B
$1.03 Billion 0.02% of portfolio
2,214
Q2 2025 Added 65.1%
$63.2B
$656 Million 0.02% of portfolio
6,308
Q2 2025 Added 3.19%
$256B
$898 Million 0.02% of portfolio
12,748
Q2 2025 Added 9.67%
$189B
$937 Million 0.02% of portfolio
10,043
Q2 2025 Added 56.26%
$0
$889 Million 0.02% of portfolio
328,000
Q4 2024 Added 0.92%
$62.4B
$762 Million 0.02% of portfolio
5,669
Q2 2025 Added 26.06%
$101B
$992 Million 0.02% of portfolio
1,352
Q2 2025 Added 14.77%
$0
$949 Million 0.02% of portfolio
39,859
Q3 2024 New
$13.4B
$705 Million 0.02% of portfolio
3,046
Q2 2025 Reduced 13.0%
$30.3B
$671 Million 0.02% of portfolio
2,322
Q2 2025 New
$4.33B
$733 Million 0.02% of portfolio
7,095
Q2 2025 Reduced 3.93%
$81B
$822 Million 0.02% of portfolio
4,408
Q2 2025 New
$65B
$783 Million 0.02% of portfolio
10,216
Q2 2025 Added 1.35%
$80.5B
$791 Million 0.02% of portfolio
3,178
Q2 2025 Added 90.3%
$88.2B
$902 Million 0.02% of portfolio
3,093
Q2 2025 Added 39.95%
$96.2B
$695 Million 0.02% of portfolio
7,580
Q2 2025 Reduced 23.23%
$82.4B
$1.02 Billion 0.02% of portfolio
20,692
Q2 2025 Added 79.96%
$2.51B
$823 Million 0.02% of portfolio
56,153
Q4 2024 Added 42.72%
$221B
$898 Million 0.02% of portfolio
155
Q2 2025 Added 9.15%
$70.2B
$1.09 Billion 0.02% of portfolio
17,367
Q2 2025 Added 24.79%
$25.4B
$889 Million 0.02% of portfolio
1,657
Q2 2025 Added 62.29%
$165B
$875 Million 0.02% of portfolio
1,611
Q2 2025 Added 36.18%
$61.2B
$985 Million 0.02% of portfolio
18,730
Q2 2025 Added 19.61%
$155B
$695 Million 0.02% of portfolio
6,470
Q2 2025 Added 68.58%
$232B
$1.06 Billion 0.02% of portfolio
3,601
Q2 2025 Added 18.18%
$7.84B
$920 Million 0.02% of portfolio
25,550
Q2 2025 Added 4.99%
$139B
$681 Million 0.02% of portfolio
1,908
Q2 2025 Added 31.59%
$139B
$362 Million 0.01% of portfolio
472
Q2 2025 New
$3.9B
$284 Million 0.01% of portfolio
13,328
Q2 2025 Reduced 0.64%
$100B
$247 Million 0.01% of portfolio
5,328
Q2 2025 Added 2.5%
$13.6B
$237 Million 0.01% of portfolio
2,280
Q2 2025 New
$1.64B
$259 Million 0.01% of portfolio
9,214
Q2 2025 Added 0.08%
$85.4B
$562 Million 0.01% of portfolio
2,643
Q2 2025 New

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
Track This Portfolio

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email