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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$3.14 Billion 0.07% of portfolio
34,987
Q2 2025 Added 1.98%
$232B
$3.05 Billion 0.07% of portfolio
22,433
Q2 2025 Added 15.78%
$278B
$2.85 Billion 0.07% of portfolio
29,121
Q2 2025 Added 22.77%
$443B
$2.92 Billion 0.07% of portfolio
4
Q3 2024 Added 300.0%
$430B
$3.24 Billion 0.07% of portfolio
3,276
Q2 2025 Added 58.26%
$0
$3.17 Billion 0.07% of portfolio
21,075
Q4 2024 Reduced 0.43%
$243B
$3.13 Billion 0.07% of portfolio
9,818
Q2 2025 Added 2.72%
$31B
$3.04 Billion 0.07% of portfolio
11,734
Q2 2025 Added 0.22%
$0
$3.23 Billion 0.07% of portfolio
12,745
Q3 2024 New
Lineage Inc
-
$2.54 Billion 0.06% of portfolio
-
Q2 2025 Reduced 1.02%
$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%
$14.3B
$2.79 Billion 0.06% of portfolio
6,246
Q2 2025 Reduced 1.08%
$29.6B
$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%
$0
$2.71 Billion 0.06% of portfolio
75,496
Q2 2025 Added 179.77%
$0
$2.78 Billion 0.06% of portfolio
4,194
Q4 2024 Reduced 21.17%
$178B
$2.56 Billion 0.06% of portfolio
4,864
Q2 2025 Added 6.95%
$0
$2.44 Billion 0.06% of portfolio
88,290
Q4 2024 Added 200.0%
$150B
$2.52 Billion 0.06% of portfolio
9,011
Q2 2025 Added 9.0%
$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%
Vanguard Calif Tax Free Fds
-
$2.54 Billion 0.06% of portfolio
-
Q2 2025 Added 24.04%
$3.79B
$2.63 Billion 0.06% of portfolio
143,944
Q2 2025 Added 1.17%
$54.6B
$2.58 Billion 0.06% of portfolio
14,954
Q2 2025 Reduced 1.2%
$70.2B
$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%
$138B
$2.06 Billion 0.05% of portfolio
9,813
Q2 2025 Added 2.54%
$0
$2.07 Billion 0.05% of portfolio
84,810
Q2 2025 Added 4.21%
$213B
$2.06 Billion 0.05% of portfolio
25,796
Q2 2025 Added 45.34%
$134B
$2.29 Billion 0.05% of portfolio
9,946
Q2 2025 Added 2.15%
$0
$2.08 Billion 0.05% of portfolio
5,243
Q2 2025 New
$230B
$2.2 Billion 0.05% of portfolio
7,541
Q2 2025 Added 3.91%
$85.1B
$2.08 Billion 0.05% of portfolio
13,650
Q2 2025 Added 8.1%
$0
$2.21 Billion 0.05% of portfolio
5,217
Q2 2025 Added 521.81%
$124B
$2.01 Billion 0.05% of portfolio
6,492
Q2 2025 Added 5.82%
$0
$2.13 Billion 0.05% of portfolio
16,066
Q2 2025 Added 6.74%
Arista Networks Inc
-
$2.21 Billion 0.05% of portfolio
-
Q2 2025 Added 59.31%
$0
$2.09 Billion 0.05% of portfolio
8,435
Q2 2025 Reduced 9.08%
$93.4B
$2.26 Billion 0.05% of portfolio
31,577
Q2 2025 Reduced 11.2%
$275B
$2.39 Billion 0.05% of portfolio
34,432
Q2 2025 Reduced 4.2%
$0
$2.04 Billion 0.05% of portfolio
15,301
Q2 2025 Added 25.85%
$0
$2 Billion 0.05% of portfolio
32,213
Q2 2025 Reduced 1.15%
$7.64B
$2.39 Billion 0.05% of portfolio
16,565
Q2 2025 Reduced 7.03%
$0
$1.95 Billion 0.04% of portfolio
20,328
Q2 2025 Added 65.04%
Annaly Capital Management In
-
$1.9 Billion 0.04% of portfolio
-
Q2 2025 Added 0.75%
$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%

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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