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 Market Cap. of $300 Millions to $2 Billions
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