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
$89.9B
$1.78 Billion 0.04% of portfolio
7,759
Q2 2025 Reduced 4.81%
$20.4B
$1.65 Billion 0.04% of portfolio
13,147
Q2 2025 Added 11.13%
$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%
$79.5B
$1.76 Billion 0.04% of portfolio
10,234
Q2 2025 Added 5.18%
$0
$1.72 Billion 0.04% of portfolio
15,356
Q2 2025 Added 25.77%
$159B
$1.71 Billion 0.04% of portfolio
5,724
Q2 2025 Added 15.43%
$23.1B
$1.58 Billion 0.04% of portfolio
21,885
Q2 2025 Reduced 1.02%
$149B
$1.75 Billion 0.04% of portfolio
4,409
Q2 2025 Reduced 10.98%
$0
$1.67 Billion 0.04% of portfolio
3,789
Q2 2025 Added 26.68%
$25B
$1.8 Billion 0.04% of portfolio
23,489
Q2 2025 Reduced 6.02%
$92B
$1.84 Billion 0.04% of portfolio
3,613
Q2 2025 Added 12.48%
$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%
$145B
$1.92 Billion 0.04% of portfolio
9,710
Q2 2025 Added 15.73%
$252B
$1.84 Billion 0.04% of portfolio
6,738
Q2 2025 Added 19.85%
$0
$1.96 Billion 0.04% of portfolio
3,453
Q2 2025 Added 199.74%
$292B
$1.7 Billion 0.04% of portfolio
23,844
Q2 2025 Added 11.54%
$0
$1.8 Billion 0.04% of portfolio
152,002
Q2 2025 Added 0.82%
$0
$1.55 Billion 0.04% of portfolio
8,006
Q2 2025 Added 150.11%
$50.1B
$1.81 Billion 0.04% of portfolio
60,397
Q2 2025 Added 0.51%
$227B
$1.9 Billion 0.04% of portfolio
13,030
Q2 2025 Reduced 0.78%
Ssga Active Tr
-
$1.77 Billion 0.04% of portfolio
-
Q2 2025 New
$0
$1.54 Billion 0.04% of portfolio
22,836
Q2 2025 Added 0.09%
$39.8B
$1.84 Billion 0.04% of portfolio
5,544
Q2 2025 Reduced 3.2%
Jacobs Solutions Inc
-
$1.75 Billion 0.04% of portfolio
-
Q2 2025 Added 7.87%
$59.1B
$1.75 Billion 0.04% of portfolio
8,538
Q2 2025 Added 22.81%
Pimco ETF Tr
-
$1.39 Billion 0.03% of portfolio
-
Q2 2025 Added 22.54%
$0
$1.22 Billion 0.03% of portfolio
19,493
Q3 2024 New
Harris Oakmark ETF Trust
-
$1.31 Billion 0.03% of portfolio
-
Q2 2025 Added 5.12%
$39.7B
$1.29 Billion 0.03% of portfolio
4,943
Q2 2025 Added 6.6%
$252B
$1.37 Billion 0.03% of portfolio
7,472
Q2 2025 Added 102.22%
$307B
$1.17 Billion 0.03% of portfolio
8,590
Q2 2025 Added 78.81%
$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%
$182B
$1.13 Billion 0.03% of portfolio
26,006
Q2 2025 Added 7.21%
$39.7B
$1.23 Billion 0.03% of portfolio
4,268
Q2 2025 Added 34.64%
$98B
$1.26 Billion 0.03% of portfolio
13,431
Q2 2025 Added 64.27%
$137B
$1.12 Billion 0.03% of portfolio
16,188
Q2 2025 Added 14.2%
$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%

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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