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Evoke Wealth

Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLDM, IVV, SCHP, RPAR, VTI, and represent 32.42% of Evoke Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHP (+$34M), VTIP (+$31M), DFAU (+$17M), GUNR (+$16M), VTI (+$15M), VWO (+$14M), LRCX (+$14M), DFAI (+$12M), VEA (+$11M), GLDM (+$11M).
Started 89 new stock positions in CRWV, HAP, TER, GSK, GAP, GQGU, Amcor, AGL, MLI, BSTZ.
Reduced shares in these 10 stocks: SPY (-$21M), IVV (-$6.7M), LTPZ (-$5.7M), OEF, AGG, ESGV, TLT, VO, VTV, PFF.
Sold out of its positions in ARE, OZK, BMRN, ETHW, DYNF, AI, CDNS, LNG, CHD, CTAS.
Evoke Wealth was a net buyer of stock by $274M.
Evoke Wealth has $5.4B in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0001793432

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Portfolio Holdings for Evoke Wealth

Evoke Wealth holds 665 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Evoke Wealth has 665 total positions. Only the first 250 positions are shown.

Sign up to view all of the Evoke Wealth Dec. 31, 2025 positions
Download the Evoke Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
World Gold Tr Spdr Gld Minis (GLDM)	11.8	$630M		7.4M	85.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.0	$431M		629k	684.94	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	4.5	$239M	+16%	9.0M	26.49	View chart
Tidal Trust I Rpar Risk Pari (RPAR)	4.2	$226M	+2%	11M	21.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$212M	+7%	633k	335.27	View chart
Flexshares Tr Mornstar Upstr (GUNR)	3.9	$208M	+8%	4.5M	45.85	View chart
NVIDIA Corporation Put Option (NVDA)	3.9	$207M		1.1M	186.50	View chart
Ishares Tr S&p 100 Etf (OEF)	2.6	$140M	-2%	409k	342.97	View chart
Apple Put Option (AAPL)	2.4	$129M	+4%	474k	271.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$128M	+9%	2.0M	62.47	View chart
Ishares Tr Msci Acwi Etf (ACWI)	2.1	$115M		811k	141.49	View chart
Ishares Tr Tips Bd Etf (TIP)	2.1	$113M		1.0M	109.91	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.1	$112M	+17%	2.4M	46.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$108M		172k	627.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$102M	+12%	2.7M	38.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.7	$92M	+51%	1.9M	49.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$92M	+17%	1.7M	53.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$86M	-19%	126k	683.91	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	1.5	$83M	+4%	265k	313.00	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$80M	+14%	837k	95.22	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$69M	-2%	362k	190.99	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.3	$68M	+2%	478k	141.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$66M	+8%	2.0M	32.57	View chart
Microsoft Corporation Put Option (MSFT)	1.2	$66M	+2%	136k	483.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$62M	-5%	617k	99.88	View chart
Alphabet Cap Stk Cl C Put Option (GOOG)	1.1	$59M		186k	313.80	View chart
Ishares Msci Emrg Chn (EMXC)	1.0	$53M		726k	72.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$52M		245k	212.07	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.0	$51M	+5%	515k	99.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$40M	+2%	180k	219.78	View chart
Amazon (AMZN)	0.7	$39M	+3%	169k	230.82	View chart
Tidal Trust I Upar Ultra Risk (UPAR)	0.7	$38M		2.5M	15.46	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.6	$35M	-14%	664k	51.95	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.5	$28M		91k	309.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$26M	+9%	256k	102.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$22M	-3%	56k	396.31	View chart
Meta Platforms Cl A (META)	0.4	$20M	+19%	30k	660.09	View chart
Mastercard Incorporated Cl A (MA)	0.3	$19M	+2%	32k	570.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$17M		207k	81.17	View chart
Johnson & Johnson (JNJ)	0.3	$16M	+2%	79k	206.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$15M	+35%	31k	502.65	View chart
Lam Research Corp Com New Put Option (LRCX)	0.3	$15M	+750%	89k	171.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$15M	+8%	255k	59.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$15M		25k	614.31	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$15M	+238%	345k	42.69	View chart
Ishares Silver Tr Ishares Call Option (SLV)	0.3	$14M		213k	64.42	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.3	$14M	+28%	329k	41.66	View chart
Broadcom (AVGO)	0.2	$13M	+7%	38k	346.10	View chart
JPMorgan Chase & Co. (JPM)	0.2	$12M	+3%	39k	322.22	View chart
Doximity Cl A Put Option (DOCS)	0.2	$12M		279k	44.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$12M	+47%	138k	88.49	View chart
Eli Lilly & Co. (LLY)	0.2	$12M	+9%	11k	1074.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$11M	-17%	130k	87.16	View chart
Moody's Corporation (MCO)	0.2	$11M		22k	510.85	View chart
Oracle Corporation (ORCL)	0.2	$11M	+2%	55k	194.91	View chart
TJX Companies (TJX)	0.2	$10M	+11%	68k	153.61	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$10M	+167%	100k	100.26	View chart
Visa Com Cl A (V)	0.2	$10M	+14%	28k	350.71	View chart
AutoZone (AZO)	0.2	$8.7M	-3%	2.6k	3391.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$8.5M	+13%	35k	246.16	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$8.4M	+76%	168k	49.90	View chart
Analog Devices (ADI)	0.2	$8.3M		31k	271.20	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$8.2M	+13%	114k	71.62	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$8.1M	-28%	67k	120.96	View chart
Tesla Motors (TSLA)	0.1	$7.4M	+9%	17k	449.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$7.4M		98k	75.44	View chart
Abbvie (ABBV)	0.1	$6.8M		30k	228.49	View chart
Pepsi (PEP)	0.1	$6.7M		46k	144.96	View chart
Chevron Corporation (CVX)	0.1	$6.6M		43k	152.41	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$6.6M	+4%	106k	62.14	View chart
Lowe's Companies (LOW)	0.1	$6.5M		27k	241.16	View chart
UnitedHealth (UNH)	0.1	$6.3M		19k	330.11	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$6.3M	+5%	61k	103.61	View chart
Alamos Gold Com Cl A (AGI)	0.1	$6.3M	+18%	163k	38.58	View chart
Goldman Sachs (GS)	0.1	$6.2M		7.1k	879.01	View chart
Snowflake Com Shs (SNOW)	0.1	$6.2M		28k	219.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.0M	+100%	8.00	754800.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$6.0M	+18%	121k	49.65	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$6.0M	-12%	70k	85.77	View chart
Cme (CME)	0.1	$5.7M	-2%	21k	273.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$5.7M		59k	96.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$5.6M	+3%	47k	120.34	View chart
Linde SHS (LIN)	0.1	$5.5M	-2%	13k	426.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$5.5M	+200%	38k	143.97	View chart
Netflix (NFLX)	0.1	$5.4M	+1076%	58k	93.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.4M		15k	373.45	View chart
Qualcomm (QCOM)	0.1	$5.4M	+28%	32k	171.05	View chart
Msci (MSCI)	0.1	$5.3M	-3%	9.2k	573.72	View chart
Walt Disney Company (DIS)	0.1	$5.0M		44k	114.53	View chart
Procter & Gamble Company (PG)	0.1	$5.0M	+3%	35k	143.31	View chart
Wal-Mart Stores (WMT)	0.1	$5.0M	+15%	45k	111.64	View chart
Agnico (AEM)	0.1	$4.9M	+25%	29k	169.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.8M	+28%	10k	473.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.8M	+3%	25k	191.56	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$4.7M	+4%	334k	14.14	View chart
American Express Company (AXP)	0.1	$4.5M	+12%	12k	369.95	View chart
Sherwin-Williams Company (SHW)	0.1	$4.5M		14k	324.02	View chart
Bank of America Corporation (BAC)	0.1	$4.4M		79k	55.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$4.3M		98k	44.17	View chart
Costco Wholesale Corporation (COST)	0.1	$4.3M	+12%	4.9k	862.28	View chart
Colgate-Palmolive Company (CL)	0.1	$4.2M		53k	79.02	View chart
Arista Networks Com Shs Put Option (ANET)	0.1	$4.0M	+2%	30k	131.03	View chart
Intuit (INTU)	0.1	$4.0M		6.0k	662.44	View chart
Carrier Global Corporation (CARR)	0.1	$4.0M		75k	52.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$3.9M	-19%	8.1k	487.87	View chart
Servicenow Put Option (NOW)	0.1	$3.8M	+412%	25k	153.19	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$3.7M	+27%	353k	10.60	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.7M	+36%	20k	183.40	View chart
Micron Technology (MU)	0.1	$3.6M	+119%	13k	285.52	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.5M		21k	167.94	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.5M	+9%	10k	349.99	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$3.5M	+66%	64k	54.77	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$3.5M		171k	20.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.4M	-37%	12k	290.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.4M	+3%	4.6k	753.73	View chart
Hilton Worldwide Holdings (HLT)	0.1	$3.4M	-2%	12k	287.25	View chart
Amgen (AMGN)	0.1	$3.4M	+10%	10k	327.29	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$3.3M	+93%	81k	41.48	View chart
Mettler-Toledo International (MTD)	0.1	$3.3M	+3%	2.4k	1394.19	View chart
Cisco Systems (CSCO)	0.1	$3.3M	+2%	43k	77.03	View chart
Gra (GGG)	0.1	$3.3M		40k	81.97	View chart
Otis Worldwide Corp (OTIS)	0.1	$3.2M	-3%	37k	87.35	View chart
McDonald's Corporation (MCD)	0.1	$3.2M	+15%	10k	305.64	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.1M		78k	39.59	View chart
Merck & Co (MRK)	0.1	$3.0M	+4%	29k	106.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.0M		21k	141.14	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.1	$3.0M		254k	11.81	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$3.0M		255k	11.63	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.9M	+20%	10k	287.86	View chart
Global X Fds Global X Silver (SIL)	0.1	$2.9M	+9%	35k	84.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.9M		20k	148.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.8M	+19%	25k	113.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.8M	+26%	4.6k	605.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.8M	+39%	29k	96.03	View chart
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)	0.1	$2.8M	NEW	112k	24.80	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.7M	-27%	57k	48.12	View chart
Abbott Laboratories (ABT)	0.0	$2.6M	-5%	21k	125.29	View chart
Herbalife Com Shs (HLF)	0.0	$2.6M	NEW	205k	12.89	View chart
Copart (CPRT)	0.0	$2.6M	-2%	67k	39.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.6M		88k	29.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$2.6M		29k	89.46	View chart
Union Pacific Corporation (UNP)	0.0	$2.6M	+14%	11k	231.33	View chart
Morgan Stanley Com New (MS)	0.0	$2.6M	-2%	15k	177.53	View chart
Equifax (EFX)	0.0	$2.6M		12k	216.99	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$2.6M		8.4k	304.69	View chart
Ge Aerospace Com New (GE)	0.0	$2.5M	+8%	8.1k	308.39	View chart
S&p Global (SPGI)	0.0	$2.5M	-4%	4.7k	522.60	View chart
SM Energy (SM)	0.0	$2.5M		131k	18.90	View chart
Ross Stores (ROST)	0.0	$2.4M	+52%	14k	180.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$2.4M	+17%	20k	123.26	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$2.4M	+101%	15k	160.97	View chart
Biogen Idec (BIIB)	0.0	$2.4M		14k	175.99	View chart
Advanced Micro Devices (AMD)	0.0	$2.4M	+6%	11k	214.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$2.4M	-14%	36k	66.00	View chart
Boeing Company (BA)	0.0	$2.4M		11k	217.13	View chart
Danaher Corporation (DHR)	0.0	$2.4M	+6%	10k	229.24	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$2.3M		5.2k	444.59	View chart
Caterpillar (CAT)	0.0	$2.3M	+5%	4.0k	572.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$2.3M		85k	26.91	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$2.3M	-16%	7.6k	300.33	View chart
Annaly Capital Management In Com New (NLY)	0.0	$2.3M		99k	23.06	View chart
Sempra Energy (SRE)	0.0	$2.3M		26k	88.96	View chart
Home Depot (HD)	0.0	$2.3M	+11%	6.6k	344.11	View chart
3M Company (MMM)	0.0	$2.3M		14k	160.10	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$2.2M	+1575%	176k	12.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$2.2M		19k	120.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$2.2M	+20%	11k	210.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$2.2M		15k	143.52	View chart
Sentinelone Cl A (S)	0.0	$2.2M		143k	15.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$2.1M	-23%	8.2k	257.95	View chart
Lineage (LINE)	0.0	$2.1M		59k	35.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$2.1M	+2%	86k	24.04	View chart
salesforce (CRM)	0.0	$2.0M	+22%	7.6k	265.31	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.0M		11k	177.75	View chart
Comfort Systems USA (FIX)	0.0	$1.9M	-9%	2.1k	933.29	View chart
FactSet Research Systems (FDS)	0.0	$1.9M	+9%	6.7k	290.18	View chart
Becton, Dickinson and (BDX)	0.0	$1.9M	+3%	10k	194.08	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.0	$1.9M		153k	12.44	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.0	$1.9M		69k	27.49	View chart
Stryker Corporation (SYK)	0.0	$1.9M	+7%	5.4k	352.38	View chart
Jacobs Engineering Group (J)	0.0	$1.9M	+7%	14k	132.46	View chart
Coca-Cola Company (KO)	0.0	$1.9M	+6%	27k	69.91	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$1.9M		9.1k	204.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.8M	+21%	6.9k	268.30	View chart
Nike CL B (NKE)	0.0	$1.8M	-8%	29k	64.18	View chart
Waste Management (WM)	0.0	$1.8M	+4%	8.3k	219.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$1.8M		31k	58.73	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.8M	+9%	33k	54.71	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.0	$1.8M		53k	34.45	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$1.8M		3.7k	481.65	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$1.8M		8.3k	214.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.7M	+3%	3.7k	468.76	View chart
Palo Alto Networks (PANW)	0.0	$1.7M	+17%	9.5k	184.20	View chart
Automatic Data Processing (ADP)	0.0	$1.7M		6.7k	258.93	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$1.7M	+96%	7.7k	224.67	View chart
Corning Incorporated (GLW)	0.0	$1.7M		20k	87.56	View chart
General Motors Company (GM)	0.0	$1.7M		21k	81.32	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$1.7M	-11%	11k	154.79	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$1.7M	+11%	15k	113.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.6M		22k	74.07	View chart
Citigroup Com New (C)	0.0	$1.6M	+22%	14k	116.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$1.6M	+14%	21k	77.02	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.0	$1.6M	+346%	28k	58.50	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$1.6M	+214%	14k	117.72	View chart
Chubb (CB)	0.0	$1.6M	+37%	5.1k	313.11	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.6M		23k	71.41	View chart
Blackrock (BLK)	0.0	$1.6M	+84%	1.5k	1070.13	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$1.6M	+31%	8.5k	186.42	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$1.6M	+2%	14k	113.10	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.0	$1.6M	+2%	55k	28.36	View chart
Rockwell Automation (ROK)	0.0	$1.6M	-6%	4.0k	389.08	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.6M	+43%	2.7k	566.36	View chart
Vanguard World Industrial Etf (VIS)	0.0	$1.5M	+197%	5.2k	298.38	View chart
Outfront Media Com New (OUT)	0.0	$1.5M	NEW	62k	24.10	View chart
ConocoPhillips (COP)	0.0	$1.5M		16k	93.61	View chart
Ge Vernova (GEV)	0.0	$1.5M	+8%	2.2k	653.66	View chart
Nextera Energy (NEE)	0.0	$1.5M	+13%	18k	80.28	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$1.4M	-10%	54k	26.81	View chart
Coupang Cl A (CPNG)	0.0	$1.4M		61k	23.59	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.4M	-13%	14k	96.16	View chart
International Business Machines (IBM)	0.0	$1.3M	+9%	4.6k	296.20	View chart
Newmont Mining Corporation (NEM)	0.0	$1.3M	+14%	14k	99.85	View chart
Vulcan Materials Company (VMC)	0.0	$1.3M	-9%	4.5k	285.25	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$1.3M		9.7k	132.37	View chart
Ea Series Trust Mkam Etf (MKAM)	0.0	$1.3M		42k	30.75	View chart
General Dynamics Corporation (GD)	0.0	$1.3M	+6%	3.7k	336.70	View chart
Select Sector Spdr Tr State Street Ind Call Option (XLI)	0.0	$1.2M	+30%	8.0k	155.12	View chart
Philip Morris International (PM)	0.0	$1.2M	-3%	7.6k	161.90	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$1.2M	NEW	10k	119.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$1.2M		20k	63.01	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.2M	-9%	8.9k	136.94	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$1.2M	+102%	27k	44.71	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$1.2M	+170%	5.7k	209.12	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.2M	+5%	12k	99.91	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.2M	+34%	2.5k	483.73	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$1.2M		15k	82.32	View chart
Intel Corporation (INTC)	0.0	$1.2M	-2%	31k	36.90	View chart
Boston Scientific Corporation (BSX)	0.0	$1.1M	+20%	12k	95.35	View chart
Ares Coml Real Estate (ACRE)	0.0	$1.1M	+2%	232k	4.93	View chart
Verizon Communications (VZ)	0.0	$1.1M	-8%	28k	40.73	View chart
Zoom Communications Cl A (ZM)	0.0	$1.1M	+19%	13k	86.29	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$1.1M	-5%	32k	34.46	View chart
McKesson Corporation (MCK)	0.0	$1.1M	+5%	1.3k	821.14	View chart
PNC Financial Services (PNC)	0.0	$1.1M	+14%	5.2k	208.73	View chart
Booking Holdings (BKNG)	0.0	$1.1M	+14%	202.00	5359.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.1M		5.1k	211.79	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$1.1M	NEW	23k	47.56	View chart
AFLAC Incorporated (AFL)	0.0	$1.1M	+3%	9.6k	110.27	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$1.1M	NEW	11k	97.51	View chart
The Trade Desk Com Cl A Put Option (TTD)	0.0	$1.1M	+2%	28k	37.96	View chart

Past Filings by Evoke Wealth

SEC 13F filings are viewable for Evoke Wealth going back to 2019

Evoke Wealth 2025 Q4 filed Feb. 6, 2026
Evoke Wealth 2025 Q3 filed Nov. 14, 2025
Evoke Wealth 2025 Q2 filed Aug. 7, 2025
Evoke Wealth 2025 Q1 filed May 13, 2025
Evoke Wealth 2024 Q4 filed Feb. 10, 2025
Evoke Wealth 2024 Q3 filed Nov. 13, 2024
Evoke Wealth 2024 Q2 filed Aug. 13, 2024
Evoke Wealth 2023 Q4 restated filed June 10, 2024
Evoke Wealth 2024 Q1 filed May 15, 2024
Evoke Wealth 2023 Q4 filed Feb. 12, 2024
Evoke Wealth 2023 Q3 filed Nov. 13, 2023
Evoke Wealth 2023 Q2 filed Aug. 9, 2023
Evoke Wealth 2023 Q1 filed May 8, 2023
Evoke Wealth 2022 Q4 filed Feb. 10, 2023
Evoke Wealth 2022 Q3 filed Nov. 7, 2022
Evoke Wealth 2022 Q2 filed Aug. 4, 2022

View all past filings

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