Evoke Wealth, LLC Portfolio Holdings

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025

Evoke Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.94 Trillion distributed in 651 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $554B, Ishares Core S&P 500 ETF with a value of $427B, Tidal ETF Tr Rpar Risk Parity with a value of $215B, Schwab Strategic Us Tips ETF with a value of $209B, and Vanguard Total Stock Market Et with a value of $193B.

Examining the 13F form we can see an increase of $569B in the current position value, from $4.37T to 4.94T.

Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.94 Trillion
Technology: $490 Billion
ETFs: $195 Billion
Communication Services: $144 Billion
Financial Services: $134 Billion
Consumer Cyclical: $99.3 Billion
Healthcare: $94.3 Billion
Industrials: $51.6 Billion
Consumer Defensive: $30.7 Billion
Other: $59.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.29B
$572 Million 0.01% of portfolio
7,014
Q3 2025 Reduced 1.14%
$12.8B
$274 Million 0.01% of portfolio
1,916
Q3 2025 Reduced 5.89%
$2.37B
$355 Million 0.01% of portfolio
25,953
Q3 2025 Reduced 53.78%
$6.46B
$276 Million 0.01% of portfolio
1,517
Q3 2025 Added 13.29%
$136B
$437 Million 0.01% of portfolio
1,025
Q3 2025 Added 44.57%
$68.4B
$710 Million 0.01% of portfolio
20,792
Q3 2025 Added 103.52%
$18.4B
$398 Million 0.01% of portfolio
774
Q3 2025 New
$283B
$357 Million 0.01% of portfolio
2,783
Q3 2025 Added 4.08%
$65.7B
$523 Million 0.01% of portfolio
1,739
Q3 2025 Added 43.13%
$6.2B
$500 Million 0.01% of portfolio
4,635
Q3 2025 Added 67.27%
$78.2B
$279 Million 0.01% of portfolio
862
Q3 2025 Added 39.48%
$70.2B
$410 Million 0.01% of portfolio
13,116
Q3 2025 Added 51.0%
$140B
$618 Million 0.01% of portfolio
1,651
Q3 2025 Reduced 13.47%
$7.23B
$320 Million 0.01% of portfolio
4,818
Q3 2025 Reduced 8.32%
$10.3B
$248 Million 0.01% of portfolio
5,881
Q3 2025 New
$13.7B
$400 Million 0.01% of portfolio
9,427
Q3 2025 Added 6.83%
$0
$561 Million 0.01% of portfolio
59,160
Q2 2025 Added 10.87%
$63.4B
$512 Million 0.01% of portfolio
1,116
Q3 2025 Reduced 13.15%
$22.4B
$358 Million 0.01% of portfolio
6,469
Q3 2025 Reduced 49.01%
$0
$359 Million 0.01% of portfolio
29,000
Q3 2023 Reduced 2.98%
$52.5B
$349 Million 0.01% of portfolio
20,353
Q3 2025 Reduced 15.26%
$46.1B
$518 Million 0.01% of portfolio
5,695
Q3 2025 Added 104.86%
$8.99B
$272 Million 0.01% of portfolio
7,830
Q3 2025 New
$42.8B
$371 Million 0.01% of portfolio
4,189
Q3 2025 Added 7.85%
$8.15B
$275 Million 0.01% of portfolio
2,116
Q3 2025 Added 0.09%
$14.5B
$506 Million 0.01% of portfolio
1,444
Q3 2025 Added 64.28%
$17.6B
$560 Million 0.01% of portfolio
7,370
Q3 2025 Added 5.03%
$103B
$456 Million 0.01% of portfolio
195
Q3 2025 Reduced 3.47%
$15.2B
$359 Million 0.01% of portfolio
4,828
Q3 2025 Added 28.99%
$1.4B
$558 Million 0.01% of portfolio
56,175
Q3 2025 Reduced 2.17%
$0
$420 Million 0.01% of portfolio
40,469
Q3 2024 New
$13.9B
$301 Million 0.01% of portfolio
2,146
Q3 2025 New
$128B
$497 Million 0.01% of portfolio
5,177
Q3 2025 Added 45.46%
$73.7B
$379 Million 0.01% of portfolio
1,379
Q3 2025 Added 12.11%
$109B
$671 Million 0.01% of portfolio
12,089
Q3 2025 Added 53.65%
$53.4B
$347 Million 0.01% of portfolio
4,460
Q3 2025 Added 64.39%
$8.03B
$415 Million 0.01% of portfolio
2,167
Q3 2025 Added 215.43%
$0
$445 Million 0.01% of portfolio
166,000
Q3 2025 Reduced 49.39%
$11.6B
$365 Million 0.01% of portfolio
1,081
Q3 2025 Added 4.44%
$10B
$277 Million 0.01% of portfolio
8,994
Q3 2025 Added 5.55%
$33.2B
$302 Million 0.01% of portfolio
3,075
Q3 2025 New
$86.7B
$597 Million 0.01% of portfolio
980
Q3 2025 Added 54.09%
$10.7B
$214 Million 0.0% of portfolio
2,816
Q3 2025 New
$22.2B
$75.3 Million 0.0% of portfolio
10,356
Q3 2025 New
$7.3B
$207 Million 0.0% of portfolio
4,852
Q3 2025 New
$66.3B
$208 Million 0.0% of portfolio
906
Q3 2025 Reduced 36.24%
$1.39B
$124 Million 0.0% of portfolio
11,988
Q3 2025 Added 6.72%
$117M
$35.2 Million 0.0% of portfolio
22,421
Q3 2025 Reduced 0.35%
$1.41B
$89.8 Million 0.0% of portfolio
17,134
Q3 2025 Reduced 11.29%

Summary

  • Portfolio
  • No. of Stocks 651
  • Current Value $4.94 Trillion
  • Prior Value $4.37 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 84 stocks
  • Additional Purchases 314 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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