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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.5 Billion 0.08% of portfolio
171,360
Q3 2024 Added 1,114.03%
$0
$3.46 Billion 0.08% of portfolio
66,385
Q2 2025 Added 3.84%
$0
$3.17 Billion 0.07% of portfolio
21,075
Q4 2024 Reduced 0.43%
$0
$3.23 Billion 0.07% of portfolio
12,745
Q3 2024 New
$0
$2.71 Billion 0.06% of portfolio
75,496
Q2 2025 Added 179.77%
$0
$2.63 Billion 0.06% of portfolio
19,501
Q4 2024 Added 7.2%
$0
$2.78 Billion 0.06% of portfolio
4,194
Q4 2024 Reduced 21.17%
$0
$2.44 Billion 0.06% of portfolio
88,290
Q4 2024 Added 200.0%
$0
$2.78 Billion 0.06% of portfolio
10,182
Q2 2025 New
$0
$2.45 Billion 0.06% of portfolio
56,081
Q2 2025 Added 0.27%
$0
$2.07 Billion 0.05% of portfolio
84,810
Q2 2025 Added 4.21%
$0
$2.08 Billion 0.05% of portfolio
5,243
Q2 2025 New
$0
$2.21 Billion 0.05% of portfolio
5,217
Q2 2025 Added 521.81%
$0
$2.13 Billion 0.05% of portfolio
16,066
Q2 2025 Added 6.74%
$0
$2.09 Billion 0.05% of portfolio
8,435
Q2 2025 Reduced 9.08%
$0
$2.04 Billion 0.05% of portfolio
15,301
Q2 2025 Added 25.85%
$0
$1.95 Billion 0.04% of portfolio
20,328
Q2 2025 Added 65.04%
$0
$1.55 Billion 0.04% of portfolio
17,378
Q2 2025 Added 19.9%
$0
$1.72 Billion 0.04% of portfolio
9,090
Q2 2025 New
$0
$1.69 Billion 0.04% of portfolio
52,572
Q3 2024 New
$0
$1.56 Billion 0.04% of portfolio
8,250
Q2 2025 Added 33.06%
$0
$1.78 Billion 0.04% of portfolio
22,663
Q2 2025 Reduced 10.32%
$0
$1.6 Billion 0.04% of portfolio
6,725
Q2 2025 Added 26.13%
$0
$1.86 Billion 0.04% of portfolio
31,635
Q2 2025 Added 4.2%
$0
$1.72 Billion 0.04% of portfolio
15,356
Q2 2025 Added 25.77%
$0
$1.67 Billion 0.04% of portfolio
3,789
Q2 2025 Added 26.68%
$0
$1.96 Billion 0.04% of portfolio
37,339
Q2 2025 Added 13.6%
$0
$1.67 Billion 0.04% of portfolio
12,372
Q2 2025 Added 0.2%
$0
$1.86 Billion 0.04% of portfolio
84,174
Q2 2025 Added 18.44%
$0
$1.96 Billion 0.04% of portfolio
3,453
Q2 2025 Added 199.74%
$0
$1.55 Billion 0.04% of portfolio
8,006
Q2 2025 Added 150.11%
$0
$1.54 Billion 0.04% of portfolio
22,836
Q2 2025 Added 0.09%
$0
$1.22 Billion 0.03% of portfolio
19,493
Q3 2024 New
$0
$1.18 Billion 0.03% of portfolio
9,704
Q2 2025 New
$0
$1.47 Billion 0.03% of portfolio
30,496
Q2 2025 Added 24.67%
$0
$1.38 Billion 0.03% of portfolio
12,498
Q2 2025 Reduced 1.95%
$0
$1.47 Billion 0.03% of portfolio
30,392
Q2 2025 Added 0.47%
$1.28B
$1.16 Billion 0.03% of portfolio
36,299
Q2 2025 New
$0
$1.25 Billion 0.03% of portfolio
9,011
Q2 2025 Added 87.42%
$0
$1.21 Billion 0.03% of portfolio
16,497
Q2 2025 Reduced 5.56%
$0
$1.52 Billion 0.03% of portfolio
18,587
Q2 2025 Added 90.19%
$0
$1.3 Billion 0.03% of portfolio
11,880
Q2 2025 Added 35.26%
$0
$1.34 Billion 0.03% of portfolio
19,891
Q2 2025 Reduced 58.14%
$0
$1.45 Billion 0.03% of portfolio
17,399
Q2 2025 Added 0.48%
$0
$1.27 Billion 0.03% of portfolio
18,472
Q2 2025 Added 0.24%
$0
$990 Million 0.02% of portfolio
11,671
Q2 2025 Reduced 5.88%
$0
$984 Million 0.02% of portfolio
31,643
Q2 2025 New
$0
$826 Million 0.02% of portfolio
12,322
Q2 2025 Added 8.36%
$0
$800 Million 0.02% of portfolio
6,056
Q2 2025 Added 19.38%

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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