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
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