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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.3B
$1.11 Billion 0.03% of portfolio
19,074
Q2 2025 Added 23.74%
$51.7B
$1.12 Billion 0.03% of portfolio
8,763
Q2 2025 Added 4.18%
$71.9B
$1.17 Billion 0.03% of portfolio
11,114
Q2 2025 Added 164.62%
$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%
$115B
$977 Million 0.02% of portfolio
3,360
Q2 2025 Added 56.35%
$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
$189B
$717 Million 0.02% of portfolio
8,426
Q2 2025 Added 94.69%
$170B
$864 Million 0.02% of portfolio
9,466
Q2 2025 Added 46.37%
$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%
$189B
$937 Million 0.02% of portfolio
10,043
Q2 2025 Added 56.26%
$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%
$13.4B
$705 Million 0.02% of portfolio
3,046
Q2 2025 Reduced 13.0%
$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%
$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%
$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
$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
$85.4B
$562 Million 0.01% of portfolio
2,643
Q2 2025 New
$24.8B
$232 Million 0.01% of portfolio
967
Q2 2025 New
$52.1B
$434 Million 0.01% of portfolio
5,825
Q2 2025 Added 11.29%
$42.3B
$225 Million 0.01% of portfolio
550
Q2 2025 New
$50.9B
$456 Million 0.01% of portfolio
1,554
Q2 2025 New
$142B
$357 Million 0.01% of portfolio
1,337
Q2 2025 Added 1.06%
$24.2B
$287 Million 0.01% of portfolio
2,970
Q2 2025 Reduced 1.98%
$21.4B
$253 Million 0.01% of portfolio
7,057
Q2 2025 New
$11.3B
$244 Million 0.01% of portfolio
2,367
Q2 2025 New
$63.6B
$437 Million 0.01% of portfolio
3,659
Q2 2025 Added 97.25%
$55.7B
$264 Million 0.01% of portfolio
806
Q2 2025 New
$139B
$620 Million 0.01% of portfolio
25,560
Q2 2025 Reduced 1.81%
$78.3B
$409 Million 0.01% of portfolio
5,498
Q2 2025 Added 39.68%
$72.4B
$350 Million 0.01% of portfolio
1,421
Q2 2025 Added 39.59%
$98.3B
$591 Million 0.01% of portfolio
1,831
Q2 2025 Added 27.86%
$148B
$418 Million 0.01% of portfolio
11,707
Q2 2025 Added 30.41%
$52.1B
$546 Million 0.01% of portfolio
3,894
Q2 2025 Reduced 22.83%
$38.4B
$616 Million 0.01% of portfolio
2,055
Q2 2025 Reduced 8.87%

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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