Evoke Wealth
Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLDM, IVV, RPAR, SCHP, NVDA, and represent 32.59% of Evoke Wealth's stock portfolio.
- Added to shares of these 10 stocks: SCHP (+$27M), SPY (+$21M), GLDM (+$17M), RPAR (+$13M), GUNR (+$10M), VTIP (+$8.0M), XLU (+$7.3M), VEA (+$6.4M), VWO (+$6.0M), NVDA (+$5.5M).
- Started 85 new stock positions in VIXY, EWH, ETHA, VST, NBIX, MCHI, KGC, BOTZ, CROX, FDVV.
- Reduced shares in these 10 stocks: LTPZ (-$10M), AGG (-$6.2M), TLT, IVV, ESGV, TIP, DOCS, MA, MIDD, COP.
- Sold out of its positions in MFIC, TEAM, AXON, BAH, CNI, KMX, CMG, CCI, DUOL, EOG.
- Evoke Wealth was a net buyer of stock by $184M.
- Evoke Wealth has $4.9B in assets under management (AUM), dropping by 12.77%.
- Central Index Key (CIK): 0001793432
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Portfolio Holdings for Evoke Wealth
Evoke Wealth holds 633 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Evoke Wealth has 633 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evoke Wealth Sept. 30, 2025 positions
- Download the Evoke Wealth September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| World Gold Tr Spdr Gld Minis (GLDM) | 11.2 | $554M | +3% | 7.3M | 76.45 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.6 | $427M | 638k | 669.30 |
|
|
| Tidal Trust I Rpar Risk Pari (RPAR) | 4.4 | $216M | +6% | 10M | 21.09 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.2 | $209M | +14% | 7.8M | 26.95 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $204M | +2% | 1.1M | 186.59 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.9 | $193M | 588k | 329.08 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 3.7 | $184M | +5% | 4.2M | 43.78 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.8 | $140M | 421k | 332.84 |
|
|
| Apple (AAPL) | 2.3 | $116M | +4% | 455k | 254.63 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.3 | $115M | -2% | 1.0M | 111.22 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 2.3 | $112M | 813k | 138.24 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $112M | +6% | 1.9M | 59.92 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $105M | +25% | 157k | 667.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $104M | 170k | 614.13 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.9 | $94M | 2.0M | 45.76 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.7 | $86M | +4% | 2.4M | 36.35 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $78M | +8% | 1.4M | 54.18 |
|
| Ishares Tr Mbs Etf (MBB) | 1.4 | $70M | +4% | 734k | 95.15 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $69M | 370k | 187.44 |
|
|
| Microsoft Corporation Put Option (MSFT) | 1.4 | $69M | +4% | 132k | 517.95 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $66M | -8% | 653k | 100.25 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $64M | 467k | 137.80 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.3 | $63M | +14% | 1.2M | 50.63 |
|
| Alphabet Cap Stk Cl A Put Option (GOOGL) | 1.3 | $62M | +3% | 255k | 243.10 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.2 | $59M | +5% | 1.9M | 31.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $51M | 245k | 206.51 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $50M | +4% | 734k | 67.51 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.0 | $48M | 490k | 97.82 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $45M | +3% | 184k | 243.55 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.8 | $41M | -19% | 773k | 53.28 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $38M | +3% | 175k | 216.66 |
|
| Tidal Trust I Upar Ultra Risk (UPAR) | 0.8 | $37M | 2.5M | 15.04 |
|
|
| Amazon (AMZN) | 0.7 | $36M | +4% | 162k | 219.57 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.6 | $27M | -3% | 91k | 302.35 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $24M | +8% | 234k | 103.36 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $21M | +5% | 58k | 355.47 |
|
| Doximity Cl A (DOCS) | 0.4 | $21M | -11% | 280k | 73.15 |
|
| Meta Platforms Cl A (META) | 0.4 | $18M | +24% | 25k | 734.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $18M | -12% | 32k | 568.81 |
|
| Oracle Corporation (ORCL) | 0.3 | $15M | 54k | 281.24 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $15M | 207k | 72.77 |
|
|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.3 | $15M | +5% | 25k | 600.37 |
|
| Johnson & Johnson (JNJ) | 0.3 | $14M | +2% | 77k | 185.42 |
|
| Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT) | 0.3 | $14M | -20% | 158k | 89.37 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $14M | -6% | 234k | 60.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $12M | +11% | 37k | 315.43 |
|
| Broadcom (AVGO) | 0.2 | $12M | +9% | 36k | 329.92 |
|
| AutoZone (AZO) | 0.2 | $12M | 2.7k | 4290.24 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $11M | -2% | 23k | 502.74 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $11M | -21% | 93k | 118.44 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.2 | $11M | +90% | 256k | 42.60 |
|
| Moody's Corporation (MCO) | 0.2 | $11M | 22k | 476.49 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $9.1M | +30% | 215k | 42.37 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $8.9M | +449% | 102k | 87.21 |
|
| TJX Companies (TJX) | 0.2 | $8.8M | -8% | 61k | 144.54 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $8.5M | +7% | 94k | 91.42 |
|
| Visa Com Cl A (V) | 0.2 | $8.5M | +6% | 25k | 341.39 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $7.8M | +18% | 10k | 763.06 |
|
| Analog Devices (ADI) | 0.2 | $7.5M | 31k | 245.70 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $7.4M | +18% | 31k | 241.97 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $7.1M | +17% | 96k | 73.46 |
|
| Abbvie (ABBV) | 0.1 | $7.0M | +5% | 30k | 231.54 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $7.0M | +16% | 101k | 69.37 |
|
| Lowe's Companies (LOW) | 0.1 | $6.8M | 27k | 251.31 |
|
|
| Chevron Corporation (CVX) | 0.1 | $6.7M | +6% | 43k | 155.29 |
|
| Tesla Motors (TSLA) | 0.1 | $6.7M | +3% | 15k | 444.72 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $6.6M | +33% | 102k | 65.00 |
|
| UnitedHealth (UNH) | 0.1 | $6.6M | +4% | 19k | 345.30 |
|
| Pepsi (PEP) | 0.1 | $6.4M | 46k | 140.44 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $6.4M | 28k | 225.55 |
|
|
| Linde SHS (LIN) | 0.1 | $6.3M | -12% | 13k | 475.03 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $6.1M | +19% | 80k | 76.40 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $6.0M | +6% | 102k | 59.21 |
|
| Netflix (NFLX) | 0.1 | $5.9M | +6% | 4.9k | 1198.92 |
|
| Cme (CME) | 0.1 | $5.8M | -2% | 22k | 270.20 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $5.7M | 59k | 96.55 |
|
|
| Goldman Sachs (GS) | 0.1 | $5.7M | +4% | 7.1k | 796.44 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $5.6M | +54% | 19k | 294.79 |
|
| Msci (MSCI) | 0.1 | $5.4M | -3% | 9.5k | 567.42 |
|
| Spdr Series Trust S&p Metals Mng (XME) | 0.1 | $5.4M | +152% | 58k | 93.19 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.3M | 15k | 365.48 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $5.2M | -13% | 34k | 153.65 |
|
| Walt Disney Company (DIS) | 0.1 | $5.1M | +4% | 45k | 114.50 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $5.1M | +10% | 45k | 112.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.8M | -7% | 10k | 480.13 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $4.8M | -6% | 14k | 346.28 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $4.8M | -3% | 138k | 34.86 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $4.7M | 318k | 14.62 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.6M | +2% | 24k | 189.70 |
|
| Carrier Global Corporation (CARR) | 0.1 | $4.5M | -4% | 76k | 59.70 |
|
| Servicenow (NOW) | 0.1 | $4.4M | 4.8k | 920.28 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $4.4M | 95k | 46.12 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $4.3M | 30k | 145.71 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $4.3M | 99k | 43.42 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $4.2M | -3% | 52k | 79.94 |
|
| Qualcomm (QCOM) | 0.1 | $4.1M | +8% | 25k | 166.36 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $4.1M | +34% | 4.4k | 925.71 |
|
| Intuit (INTU) | 0.1 | $4.1M | -15% | 6.0k | 682.93 |
|
| Bank of America Corporation (BAC) | 0.1 | $4.1M | +11% | 79k | 51.59 |
|
| Wal-Mart Stores (WMT) | 0.1 | $4.0M | +32% | 39k | 103.06 |
|
| Agnico (AEM) | 0.1 | $3.9M | -3% | 23k | 168.56 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $3.8M | +40% | 79k | 47.63 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $3.7M | +43% | 37k | 99.77 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.7M | +51% | 7.9k | 468.46 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $3.6M | 171k | 21.07 |
|
|
| American Express Company (AXP) | 0.1 | $3.6M | +10% | 11k | 332.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.6M | 13k | 281.86 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $3.5M | -4% | 38k | 91.43 |
|
| Gra (GGG) | 0.1 | $3.5M | -3% | 41k | 84.96 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $3.5M | 21k | 164.54 |
|
|
| SM Energy (SM) | 0.1 | $3.3M | -14% | 133k | 24.97 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.3M | +4% | 4.4k | 746.76 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.2M | 9.2k | 352.75 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $3.1M | +459% | 12k | 259.44 |
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| Copart (CPRT) | 0.1 | $3.1M | NEW | 69k | 44.97 |
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| Equifax (EFX) | 0.1 | $3.1M | 12k | 256.54 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $3.0M | +32% | 21k | 142.10 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.0M | 4.00 | 754200.00 |
|
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.1 | $3.0M | +57% | 276k | 10.90 |
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| Abbott Laboratories (ABT) | 0.1 | $3.0M | 22k | 133.94 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $3.0M | 77k | 38.57 |
|
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $2.9M | 255k | 11.46 |
|
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $2.9M | 250k | 11.57 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.9M | +22% | 42k | 68.42 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.8M | 20k | 145.66 |
|
|
| Mettler-Toledo International (MTD) | 0.1 | $2.8M | -3% | 2.3k | 1227.61 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.7M | +30% | 42k | 65.26 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.7M | +59% | 11k | 255.09 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.7M | +18% | 8.9k | 303.89 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $2.7M | -10% | 9.1k | 294.32 |
|
| Amgen (AMGN) | 0.1 | $2.6M | +3% | 9.3k | 282.23 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $2.6M | 88k | 29.11 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.5M | +67% | 29k | 87.31 |
|
| Sentinelone Cl A (S) | 0.1 | $2.5M | 142k | 17.61 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | +13% | 15k | 167.34 |
|
| S&p Global (SPGI) | 0.0 | $2.4M | +2% | 5.0k | 486.72 |
|
| Boeing Company (BA) | 0.0 | $2.4M | +13% | 11k | 215.84 |
|
| Home Depot (HD) | 0.0 | $2.4M | +14% | 5.9k | 405.25 |
|
| Morgan Stanley Com New (MS) | 0.0 | $2.4M | +39% | 15k | 158.97 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $2.4M | +34% | 21k | 113.88 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $2.4M | -9% | 8.4k | 280.14 |
|
| Union Pacific Corporation (UNP) | 0.0 | $2.3M | 9.9k | 236.38 |
|
|
| Merck & Co (MRK) | 0.0 | $2.3M | +6% | 27k | 84.67 |
|
| Sempra Energy (SRE) | 0.0 | $2.3M | +9% | 26k | 89.98 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $2.3M | 5.2k | 435.46 |
|
|
| Lineage (LINE) | 0.0 | $2.3M | 58k | 39.17 |
|
|
| Global X Fds Global X Silver (SIL) | 0.0 | $2.3M | +3% | 32k | 71.63 |
|
| Ge Aerospace Com New (GE) | 0.0 | $2.3M | +10% | 7.5k | 301.21 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $2.2M | 85k | 26.34 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $2.2M | +56% | 19k | 118.84 |
|
| Nike CL B (NKE) | 0.0 | $2.2M | 31k | 70.17 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $2.2M | 8.4k | 259.61 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.2M | +5% | 3.6k | 597.66 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.2M | 15k | 140.96 |
|
|
| 3M Company (MMM) | 0.0 | $2.1M | 14k | 155.19 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $2.1M | +2% | 38k | 53.87 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.0M | +30% | 11k | 182.42 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $2.0M | 97k | 20.91 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $2.0M | +33% | 17k | 120.73 |
|
| Jacobs Engineering Group (J) | 0.0 | $2.0M | 13k | 149.87 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $2.0M | +3% | 6.7k | 295.16 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $2.0M | 14k | 143.18 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $2.0M | 84k | 23.28 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.9M | +19% | 21k | 93.37 |
|
| Coupang Cl A (CPNG) | 0.0 | $1.9M | 60k | 32.20 |
|
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $1.9M | 153k | 12.75 |
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| Danaher Corporation (DHR) | 0.0 | $1.9M | 9.6k | 198.59 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $1.9M | +39% | 2.3k | 825.18 |
|
| Ssga Active Tr Spdr Bridgewater (ALLW) | 0.0 | $1.9M | 68k | 27.88 |
|
|
| Biogen Idec (BIIB) | 0.0 | $1.9M | 13k | 140.08 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.9M | 32k | 58.85 |
|
|
| Stryker Corporation (SYK) | 0.0 | $1.9M | +13% | 5.0k | 370.54 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $1.8M | 53k | 34.56 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.8M | 9.1k | 199.49 |
|
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| Caterpillar (CAT) | 0.0 | $1.8M | +9% | 3.8k | 477.17 |
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| Becton, Dickinson and (BDX) | 0.0 | $1.8M | -35% | 9.6k | 187.18 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.8M | 23k | 78.91 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.8M | +9% | 8.7k | 203.61 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.8M | 3.6k | 490.38 |
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| Waste Management (WM) | 0.0 | $1.8M | +2% | 8.0k | 220.85 |
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| FactSet Research Systems (FDS) | 0.0 | $1.7M | -2% | 6.1k | 286.51 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.7M | 3.7k | 465.09 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $1.7M | 8.3k | 209.26 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.7M | 12k | 139.17 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.7M | +5% | 10k | 161.80 |
|
| Coca-Cola Company (KO) | 0.0 | $1.7M | +5% | 25k | 66.79 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $1.7M | -31% | 135k | 12.28 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.6M | -5% | 8.1k | 203.62 |
|
| Corning Incorporated (GLW) | 0.0 | $1.6M | +6% | 20k | 82.03 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.6M | 30k | 53.40 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.6M | +32% | 22k | 74.37 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $1.6M | +15% | 60k | 26.84 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $1.6M | -20% | 16k | 96.46 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $1.6M | +15% | 42k | 37.19 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $1.5M | +183% | 23k | 67.83 |
|
| Vulcan Materials Company (VMC) | 0.0 | $1.5M | 5.0k | 307.65 |
|
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| Roblox Corp Cl A (RBLX) | 0.0 | $1.5M | 11k | 138.52 |
|
|
| ConocoPhillips (COP) | 0.0 | $1.5M | -54% | 16k | 94.59 |
|
| Rockwell Automation (ROK) | 0.0 | $1.5M | -23% | 4.3k | 349.54 |
|
| salesforce (CRM) | 0.0 | $1.5M | -7% | 6.2k | 237.40 |
|
| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.0 | $1.4M | +4% | 54k | 26.78 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $1.4M | +11% | 4.8k | 297.91 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.4M | +31% | 11k | 134.14 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.4M | +9% | 9.9k | 142.42 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.4M | NEW | 44k | 31.62 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.4M | 5.6k | 246.60 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $1.4M | 19k | 75.11 |
|
|
| Vanguard World Extended Dur (EDV) | 0.0 | $1.4M | 20k | 68.45 |
|
|
| Ross Stores (ROST) | 0.0 | $1.4M | +2% | 8.9k | 152.40 |
|
| Verizon Communications (VZ) | 0.0 | $1.3M | +17% | 31k | 43.95 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $1.3M | -8% | 27k | 49.01 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $1.3M | +23% | 13k | 99.04 |
|
| At&t (T) | 0.0 | $1.3M | +21% | 46k | 28.24 |
|
| General Motors Company (GM) | 0.0 | $1.3M | +2% | 21k | 60.97 |
|
| Philip Morris International (PM) | 0.0 | $1.3M | +6% | 7.9k | 162.21 |
|
| Doubleline Yield (DLY) | 0.0 | $1.3M | -12% | 84k | 15.08 |
|
| Ge Vernova (GEV) | 0.0 | $1.3M | +18% | 2.1k | 614.97 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $1.3M | 9.7k | 130.28 |
|
|
| Ea Series Trust Mkam Etf (MKAM) | 0.0 | $1.3M | 41k | 30.49 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $1.3M | 20k | 64.24 |
|
|
| Nextera Energy (NEE) | 0.0 | $1.2M | 16k | 75.49 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.2M | +13% | 3.5k | 341.03 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.2M | +14% | 13k | 89.34 |
|
| International Business Machines (IBM) | 0.0 | $1.2M | +15% | 4.2k | 282.18 |
|
| Citigroup Com New (C) | 0.0 | $1.2M | +35% | 11k | 101.51 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $1.1M | +7% | 15k | 78.90 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $1.1M | NEW | 25k | 46.41 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.1M | +70% | 10k | 110.35 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.1M | +3% | 7.4k | 148.61 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $1.1M | +6% | 34k | 32.79 |
|
| Uber Technologies (UBER) | 0.0 | $1.1M | +11% | 11k | 97.97 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.1M | +27% | 7.7k | 139.67 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.1M | +19% | 11k | 95.48 |
|
| Intel Corporation (INTC) | 0.0 | $1.1M | +21% | 32k | 33.55 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.1M | 2.8k | 378.94 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.1M | 5.1k | 209.64 |
|
|
| Ares Coml Real Estate (ACRE) | 0.0 | $1.1M | +318% | 227k | 4.66 |
|
| Chubb (CB) | 0.0 | $1.1M | +10% | 3.7k | 283.19 |
|
| Williams Companies (WMB) | 0.0 | $1.1M | -4% | 17k | 63.35 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.0M | 25k | 41.56 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $1.0M | +50% | 9.3k | 111.71 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.0M | +7% | 6.1k | 170.28 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $993k | -38% | 12k | 84.32 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $979k | 22k | 44.19 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $978k | 31k | 31.38 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $978k | +54% | 10k | 97.63 |
|
| McKesson Corporation (MCK) | 0.0 | $973k | -6% | 1.3k | 773.33 |
|
| Micron Technology (MU) | 0.0 | $963k | +62% | 5.8k | 167.34 |
|
| Booking Holdings (BKNG) | 0.0 | $951k | +13% | 176.00 | 5403.81 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $949k | +89% | 14k | 65.92 |
|
Past Filings by Evoke Wealth
SEC 13F filings are viewable for Evoke Wealth going back to 2019
- 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
- Evoke Wealth 2022 Q1 filed May 10, 2022