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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.57 Billion 0.09% of portfolio
24,069
Q3 2025 Added 2.67%
$0
$4.4 Billion 0.09% of portfolio
95,368
Q3 2025 Reduced 0.16%
$0
$4.3 Billion 0.09% of portfolio
99,049
Q3 2025 Reduced -0.0%
$0
$3.76 Billion 0.08% of portfolio
78,954
Q3 2025 Added 40.79%
$0
$3.69 Billion 0.07% of portfolio
7,886
Q3 2025 Added 51.16%
$0
$3.61 Billion 0.07% of portfolio
171,360
Q3 2024 Added 1,114.03%
$0
$3.59 Billion 0.07% of portfolio
12,745
Q3 2024 New
$0
$3.47 Billion 0.07% of portfolio
21,075
Q4 2024 Reduced 0.43%
$0
$3.28 Billion 0.07% of portfolio
4,396
Q3 2025 Added 4.82%
$0
$2.74 Billion 0.06% of portfolio
42,047
Q3 2025 Added 30.53%
$0
$2.96 Billion 0.06% of portfolio
76,793
Q3 2025 Added 1.72%
$0
$2.73 Billion 0.06% of portfolio
10,720
Q3 2025 Added 59.41%
$0
$2.84 Billion 0.06% of portfolio
19,500
Q3 2025 Reduced 0.01%
$0
$3.03 Billion 0.06% of portfolio
21,307
Q3 2025 Added 32.62%
$0
$2.28 Billion 0.05% of portfolio
5,243
Q2 2025 New
$0
$2.55 Billion 0.05% of portfolio
29,205
Q3 2025 Added 67.85%
$0
$2.23 Billion 0.05% of portfolio
84,810
Q2 2025 Added 4.21%
$0
$2.69 Billion 0.05% of portfolio
9,140
Q3 2025 Reduced 10.23%
$0
$2.36 Billion 0.05% of portfolio
20,728
Q3 2025 Added 34.98%
$0
$2.27 Billion 0.05% of portfolio
31,643
Q3 2025 Added 3.76%
$0
$1.95 Billion 0.04% of portfolio
20,844
Q3 2025 Added 19.94%
$0
$2.02 Billion 0.04% of portfolio
16,717
Q3 2025 Added 33.76%
$0
$1.78 Billion 0.04% of portfolio
8,744
Q3 2025 Added 9.22%
$0
$2.16 Billion 0.04% of portfolio
15,320
Q3 2025 Added 0.12%
$0
$1.86 Billion 0.04% of portfolio
31,658
Q3 2025 Added 0.07%
$0
$1.73 Billion 0.04% of portfolio
8,270
Q3 2025 Added 0.24%
$0
$1.82 Billion 0.04% of portfolio
52,572
Q3 2024 New
$0
$1.79 Billion 0.04% of portfolio
22,717
Q3 2025 Added 0.24%
$0
$1.81 Billion 0.04% of portfolio
9,089
Q3 2025 Reduced 0.01%
$0
$2.21 Billion 0.04% of portfolio
18,581
Q3 2025 Added 56.41%
$0
$2.07 Billion 0.04% of portfolio
38,425
Q3 2025 Added 2.91%
$0
$2.17 Billion 0.04% of portfolio
3,635
Q3 2025 Added 5.27%
$0
$2.19 Billion 0.04% of portfolio
8,435
Q2 2025 Reduced 9.08%
$0
$1.73 Billion 0.04% of portfolio
3,727
Q3 2025 Reduced 1.64%
$0
$1.95 Billion 0.04% of portfolio
83,889
Q3 2025 Reduced 0.34%
$0
$1.62 Billion 0.03% of portfolio
30,414
Q3 2025 Added 0.07%
$0
$1.57 Billion 0.03% of portfolio
16,226
Q3 2025 Reduced 20.18%
$0
$1.25 Billion 0.03% of portfolio
19,493
Q3 2024 New
$0
$1.55 Billion 0.03% of portfolio
22,797
Q3 2025 Added 183.65%
$0
$1.41 Billion 0.03% of portfolio
9,887
Q3 2025 Added 9.72%
$0
$1.36 Billion 0.03% of portfolio
19,918
Q3 2025 Added 0.14%
$0
$1.39 Billion 0.03% of portfolio
18,472
Q2 2025 Added 0.24%
$0
$1.72 Billion 0.03% of portfolio
12,345
Q3 2025 Reduced 0.22%
$0
$1.4 Billion 0.03% of portfolio
44,233
Q3 2025 New
$0
$1.32 Billion 0.03% of portfolio
13,287
Q3 2025 Added 23.36%
$1.44B
$1.55 Billion 0.03% of portfolio
41,799
Q3 2025 Added 15.15%
$0
$1.26 Billion 0.03% of portfolio
9,704
Q2 2025 New
$0
$1.62 Billion 0.03% of portfolio
21,831
Q3 2025 Added 32.33%
$0
$1.08 Billion 0.02% of portfolio
2,837
Q2 2025 Reduced 20.91%

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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