Evoke Wealth
Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLDM, IVV, SCHP, GUNR, RPAR, and represent 34.73% of Evoke Wealth's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$48M), SCHP (+$36M), AVTM (+$29M), VTIP (+$22M), GUNR (+$17M), VEA (+$14M), VWO (+$9.9M), DFAI (+$9.9M), GLDM (+$9.1M), J (+$7.2M).
- Started 90 new stock positions in DECK, BHP, OWL, SGOL, AON, GRMN, JEF, MTZ, NTRS, VIK.
- Reduced shares in these 10 stocks: MA (-$8.2M), LTPZ (-$6.7M), GOOGL (-$6.5M), QQQ, TJX, MSFT, JNJ, MCO, AZO, ROST.
- Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, Agilon Health, ALGN, AIG, ARI, ASH, AstraZeneca, TEAM, VXX, BSTZ.
- Evoke Wealth was a net buyer of stock by $211M.
- Evoke Wealth has $5.6B in assets under management (AUM), dropping by 3.92%.
- Central Index Key (CIK): 0001793432
Tip: Access up to 7 years of quarterly data
Positions held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Evoke Wealth
Evoke Wealth holds 697 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Evoke Wealth has 697 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evoke Wealth March 31, 2026 positions
- Download the Evoke Wealth March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| World Gold Tr Spdr Gld Minis (GLDM) | 12.4 | $693M | 7.5M | 92.69 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.2 | $459M | +11% | 703k | 653.21 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.0 | $277M | +15% | 10M | 26.61 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 4.8 | $268M | +6% | 4.9M | 55.16 |
|
| Tidal Trust I Rpar Risk Pari (RPAR) | 4.3 | $238M | 11M | 22.26 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $208M | +2% | 649k | 320.81 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $191M | 1.1M | 174.41 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.6 | $145M | +10% | 2.3M | 64.08 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.3 | $129M | 405k | 318.07 |
|
|
| Apple (AAPL) | 2.2 | $120M | 473k | 253.79 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 2.1 | $116M | +23% | 2.3M | 49.95 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.1 | $115M | 1.0M | 110.36 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.1 | $115M | +5% | 2.5M | 45.12 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.1 | $114M | +9% | 2.9M | 38.96 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 2.0 | $110M | 795k | 138.37 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $107M | +4% | 179k | 597.55 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $102M | +10% | 1.9M | 54.05 |
|
| Ishares Tr Mbs Etf (MBB) | 1.5 | $84M | +5% | 886k | 94.95 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $83M | 127k | 652.15 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.3 | $72M | +5% | 2.1M | 33.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $72M | 365k | 196.20 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $70M | -8% | 242k | 287.56 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.2 | $67M | 481k | 138.32 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $61M | 610k | 99.27 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $57M | 727k | 78.66 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.0 | $57M | +10% | 571k | 100.17 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $52M | 248k | 211.15 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $52M | -3% | 181k | 286.86 |
|
| Microsoft Corporation (MSFT) | 0.8 | $46M | -8% | 125k | 370.17 |
|
| Tidal Trust I Upar Ultra Risk (UPAR) | 0.7 | $41M | +2% | 2.5M | 16.23 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $39M | 183k | 215.06 |
|
|
| Amazon (AMZN) | 0.7 | $37M | +3% | 175k | 208.27 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $32M | +19% | 307k | 103.43 |
|
| American Centy Etf Tr Avantis Total Eq (AVTM) | 0.5 | $29M | NEW | 625k | 47.01 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.5 | $27M | -19% | 532k | 51.03 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.5 | $27M | 90k | 295.12 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $24M | 55k | 430.29 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $20M | +25% | 435k | 45.89 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $18M | -4% | 85k | 213.92 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $18M | 206k | 88.16 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $17M | 30k | 572.14 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $16M | -15% | 66k | 244.44 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $16M | +31% | 182k | 88.70 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.3 | $16M | +15% | 379k | 41.06 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $15M | 258k | 59.55 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $15M | 31k | 479.21 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $14M | -5% | 201k | 68.14 |
|
| Broadcom (AVGO) | 0.2 | $13M | +7% | 41k | 309.52 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $12M | +35% | 227k | 52.78 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $12M | +12% | 13k | 919.77 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $12M | 39k | 294.16 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $10M | +20% | 42k | 248.00 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.2 | $9.4M | -5% | 95k | 99.08 |
|
| Chevron Corporation (CVX) | 0.2 | $9.2M | +2% | 44k | 206.90 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $9.1M | -35% | 16k | 577.18 |
|
| Jacobs Engineering Group (J) | 0.2 | $9.0M | +397% | 71k | 127.28 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $9.0M | -20% | 104k | 86.69 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $8.7M | +9% | 51k | 169.66 |
|
| Tesla Motors (TSLA) | 0.2 | $8.5M | +38% | 23k | 371.76 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $8.2M | 114k | 71.73 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $7.9M | -50% | 16k | 499.67 |
|
| Spdr Index Shs Fds State Street Spd (GNR) | 0.1 | $7.9M | 106k | 74.67 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $7.8M | +4% | 102k | 77.11 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $7.5M | 67k | 112.27 |
|
|
| Analog Devices (ADI) | 0.1 | $7.4M | -23% | 23k | 318.15 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $7.2M | 163k | 44.43 |
|
|
| Moody's Corporation (MCO) | 0.1 | $6.8M | -28% | 16k | 436.27 |
|
| Oracle Corporation (ORCL) | 0.1 | $6.8M | -16% | 46k | 147.11 |
|
| Spdr Series Trust State Street Spd (XME) | 0.1 | $6.8M | +2% | 63k | 108.01 |
|
| TJX Companies (TJX) | 0.1 | $6.6M | -38% | 41k | 159.70 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $6.4M | 70k | 91.77 |
|
|
| Visa Com Cl A (V) | 0.1 | $6.2M | -27% | 21k | 302.25 |
|
| Pepsi (PEP) | 0.1 | $6.1M | -14% | 39k | 155.29 |
|
| AutoZone (AZO) | 0.1 | $6.0M | -30% | 1.8k | 3377.78 |
|
| Goldman Sachs (GS) | 0.1 | $5.9M | 7.0k | 846.04 |
|
|
| Netflix (NFLX) | 0.1 | $5.9M | +5% | 61k | 96.15 |
|
| Agnico (AEM) | 0.1 | $5.9M | 29k | 202.99 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.7M | 8.00 | 718140.00 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $5.4M | +7% | 37k | 144.44 |
|
| Linde SHS (LIN) | 0.1 | $5.3M | -17% | 11k | 495.76 |
|
| Wal-Mart Stores (WMT) | 0.1 | $5.3M | -4% | 43k | 124.53 |
|
| Abbvie (ABBV) | 0.1 | $5.3M | -19% | 24k | 217.49 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $5.3M | +6% | 5.3k | 996.59 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.2M | +8% | 27k | 191.92 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.1M | 14k | 356.57 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $5.1M | 39k | 132.90 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $5.1M | +9% | 132k | 38.42 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.7M | -16% | 49k | 97.23 |
|
| UnitedHealth (UNH) | 0.1 | $4.5M | -14% | 17k | 270.59 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $4.5M | 98k | 45.47 |
|
|
| Lowe's Companies (LOW) | 0.1 | $4.4M | -31% | 19k | 236.29 |
|
| Cme (CME) | 0.1 | $4.4M | -29% | 15k | 295.37 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $4.3M | 10k | 426.41 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $4.2M | 28k | 150.82 |
|
|
| Doximity Cl A (DOCS) | 0.1 | $4.2M | -35% | 181k | 23.30 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.1 | $4.2M | +13% | 401k | 10.45 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $4.1M | -9% | 301k | 13.76 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $4.1M | -8% | 48k | 85.23 |
|
| Ssga Active Tr Sst Bridgewater (ALLW) | 0.1 | $3.9M | +97% | 137k | 28.85 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $3.8M | 31k | 122.78 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.8M | +35% | 34k | 111.37 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $3.7M | 171k | 21.42 |
|
|
| Msci (MSCI) | 0.1 | $3.7M | -26% | 6.8k | 539.03 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.6M | +2% | 8.3k | 436.80 |
|
| Merck & Co (MRK) | 0.1 | $3.6M | +2% | 30k | 121.12 |
|
| McDonald's Corporation (MCD) | 0.1 | $3.4M | +6% | 11k | 310.81 |
|
| American Express Company (AXP) | 0.1 | $3.4M | -7% | 11k | 302.50 |
|
| Amgen (AMGN) | 0.1 | $3.4M | -5% | 9.7k | 351.88 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $3.4M | +68% | 296k | 11.43 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.3M | -2% | 12k | 287.20 |
|
| Walt Disney Company (DIS) | 0.1 | $3.3M | -21% | 34k | 96.38 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $3.3M | 21k | 155.11 |
|
|
| Micron Technology (MU) | 0.1 | $3.3M | -23% | 9.6k | 338.02 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $3.2M | 21k | 151.41 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.2M | 4.5k | 697.81 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $3.1M | +9% | 2.3k | 1378.99 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $3.1M | +88% | 51k | 61.26 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $3.1M | -19% | 16k | 192.90 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $3.1M | -14% | 69k | 45.05 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.1M | -29% | 9.7k | 320.56 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $3.1M | +6% | 61k | 50.81 |
|
| Cisco Systems (CSCO) | 0.1 | $3.1M | -8% | 40k | 77.59 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.1M | -20% | 63k | 48.75 |
|
| Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) | 0.1 | $3.0M | 113k | 26.91 |
|
|
| Outfront Media Com New (OUT) | 0.1 | $3.0M | +84% | 115k | 26.50 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $3.0M | 78k | 38.86 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $3.0M | +5% | 8.9k | 338.94 |
|
| Herbalife Com Shs (HLF) | 0.1 | $3.0M | 205k | 14.72 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $3.0M | 256k | 11.72 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $3.0M | -29% | 53k | 56.31 |
|
| Corning Incorporated (GLW) | 0.1 | $2.9M | +9% | 22k | 135.98 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.9M | +4% | 30k | 97.13 |
|
| SM Energy (SM) | 0.1 | $2.9M | -28% | 94k | 31.18 |
|
| Caterpillar (CAT) | 0.1 | $2.9M | +2% | 4.1k | 708.51 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.9M | +3% | 20k | 142.44 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $2.9M | 4.6k | 618.35 |
|
|
| Qualcomm (QCOM) | 0.1 | $2.8M | -30% | 22k | 128.78 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $2.8M | 10k | 272.34 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $2.7M | 88k | 30.50 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $2.7M | 11k | 242.63 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $2.7M | -7% | 237k | 11.30 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $2.7M | +24% | 107k | 24.75 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.7M | 29k | 90.53 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.6M | +16% | 18k | 148.11 |
|
| Morgan Stanley Com New (MS) | 0.0 | $2.6M | +8% | 16k | 164.57 |
|
| Boeing Company (BA) | 0.0 | $2.6M | +19% | 13k | 199.04 |
|
| Ge Aerospace Com New (GE) | 0.0 | $2.6M | +11% | 9.1k | 284.23 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.6M | +20% | 9.9k | 261.92 |
|
| Sempra Energy (SRE) | 0.0 | $2.6M | +2% | 26k | 97.85 |
|
| Biogen Idec (BIIB) | 0.0 | $2.5M | +2% | 14k | 183.33 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $2.5M | -19% | 51k | 49.37 |
|
| Global X Fds Global X Silver (SIL) | 0.0 | $2.5M | -19% | 28k | 90.08 |
|
| Advanced Micro Devices (AMD) | 0.0 | $2.5M | +8% | 12k | 203.43 |
|
| Equifax (EFX) | 0.0 | $2.4M | +13% | 14k | 180.07 |
|
| Gra (GGG) | 0.0 | $2.4M | -29% | 29k | 84.65 |
|
| Coca-Cola Company (KO) | 0.0 | $2.4M | +15% | 31k | 76.58 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.4M | -2% | 35k | 67.53 |
|
| S&p Global (SPGI) | 0.0 | $2.3M | +14% | 5.4k | 425.34 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.3M | 11k | 213.67 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $2.3M | 18k | 124.32 |
|
|
| Ge Vernova (GEV) | 0.0 | $2.2M | +15% | 2.6k | 873.47 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $2.2M | 20k | 113.11 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $2.1M | 5.2k | 407.69 |
|
|
| Home Depot (HD) | 0.0 | $2.1M | -2% | 6.4k | 328.92 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.1M | -14% | 8.6k | 243.09 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $2.1M | +19% | 4.5k | 464.20 |
|
| 3M Company (MMM) | 0.0 | $2.1M | 14k | 145.24 |
|
|
| Servicenow (NOW) | 0.0 | $2.0M | -20% | 20k | 104.55 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $2.0M | -6% | 93k | 21.87 |
|
| Mettler-Toledo International (MTD) | 0.0 | $2.0M | -33% | 1.6k | 1261.20 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.0M | +22% | 14k | 146.28 |
|
| Sentinelone Cl A (S) | 0.0 | $2.0M | +6% | 153k | 12.88 |
|
| Waste Management (WM) | 0.0 | $2.0M | +2% | 8.6k | 229.81 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $2.0M | -45% | 6.5k | 304.08 |
|
| Lineage (LINE) | 0.0 | $2.0M | 59k | 33.30 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.9M | -31% | 25k | 77.08 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.9M | 34k | 56.79 |
|
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $1.9M | 53k | 36.18 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.9M | +25% | 3.1k | 604.58 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $1.9M | +44% | 12k | 161.74 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.9M | 9.1k | 203.81 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.8M | +12% | 25k | 73.64 |
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $1.8M | 28k | 65.12 |
|
|
| Blackrock (BLK) | 0.0 | $1.8M | +26% | 1.9k | 962.03 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $1.8M | 8.3k | 218.75 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $1.8M | -17% | 17k | 102.67 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.8M | -2% | 31k | 58.54 |
|
| Citigroup Com New (C) | 0.0 | $1.8M | +12% | 16k | 113.41 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $1.8M | 15k | 120.05 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $1.8M | +4% | 22k | 80.58 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.8M | -19% | 69k | 25.64 |
|
| Western Digital (WDC) | 0.0 | $1.8M | +89% | 6.5k | 270.49 |
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $1.7M | -6% | 143k | 11.98 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $1.7M | +7% | 12k | 146.62 |
|
| General Motors Company (GM) | 0.0 | $1.7M | +8% | 23k | 74.50 |
|
| Chubb (CB) | 0.0 | $1.7M | 5.1k | 326.85 |
|
|
| salesforce (CRM) | 0.0 | $1.7M | +16% | 8.9k | 186.69 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $1.7M | 22k | 74.35 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.7M | +69% | 21k | 78.41 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $1.6M | 5.2k | 312.22 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $1.6M | 7.7k | 208.05 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.6M | +7% | 15k | 108.25 |
|
| ConocoPhillips (COP) | 0.0 | $1.6M | -25% | 12k | 132.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.6M | +23% | 3.4k | 460.99 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.5M | +44% | 26k | 60.65 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.5M | NEW | 19k | 82.57 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $1.5M | +8% | 58k | 26.20 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $1.5M | 8.5k | 178.24 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $1.5M | 14k | 110.86 |
|
|
| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.0 | $1.5M | 55k | 27.57 |
|
|
| Danaher Corporation (DHR) | 0.0 | $1.5M | -22% | 7.9k | 190.00 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $1.5M | +91% | 25k | 59.03 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $1.5M | +19% | 17k | 84.84 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.5M | -17% | 12k | 118.62 |
|
| Copart (CPRT) | 0.0 | $1.5M | -34% | 44k | 33.20 |
|
| Nextera Energy (NEE) | 0.0 | $1.4M | -14% | 16k | 92.88 |
|
| Booking Holdings (BKNG) | 0.0 | $1.4M | +68% | 340.00 | 4212.21 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.4M | +11% | 4.2k | 343.29 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.4M | -5% | 8.9k | 160.32 |
|
| PG&E Corporation (PCG) | 0.0 | $1.4M | +38% | 80k | 17.62 |
|
| Verizon Communications (VZ) | 0.0 | $1.4M | 28k | 50.20 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $1.4M | +80% | 2.1k | 635.34 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.3M | +25% | 5.4k | 250.58 |
|
| Philip Morris International (PM) | 0.0 | $1.3M | +3% | 7.9k | 166.81 |
|
| Shell Spon Ads (SHEL) | 0.0 | $1.3M | +5% | 14k | 93.00 |
|
| McKesson Corporation (MCK) | 0.0 | $1.3M | +12% | 1.5k | 866.67 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.3M | +85% | 17k | 75.10 |
|
| Becton, Dickinson and (BDX) | 0.0 | $1.3M | -18% | 8.2k | 157.24 |
|
| Rockwell Automation (ROK) | 0.0 | $1.3M | -10% | 3.6k | 358.89 |
|
| Nike CL B (NKE) | 0.0 | $1.3M | -16% | 24k | 53.24 |
|
| Ea Series Trust Mkam Etf (MKAM) | 0.0 | $1.3M | 42k | 30.06 |
|
|
| Intuit (INTU) | 0.0 | $1.3M | -51% | 2.9k | 432.53 |
|
| At&t (T) | 0.0 | $1.3M | +8% | 43k | 28.99 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $1.2M | 20k | 63.94 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $1.2M | -2% | 5.0k | 247.10 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $1.2M | -7% | 13k | 95.44 |
|
| PNC Financial Services (PNC) | 0.0 | $1.2M | +13% | 5.9k | 208.12 |
|
| Williams Companies (WMB) | 0.0 | $1.2M | +13% | 17k | 72.78 |
|
| Intel Corporation (INTC) | 0.0 | $1.2M | -11% | 28k | 44.13 |
|
| International Business Machines (IBM) | 0.0 | $1.2M | +10% | 5.1k | 242.40 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $1.2M | 9.7k | 125.13 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.2M | +7% | 5.5k | 217.27 |
|
| Applied Materials (AMAT) | 0.0 | $1.2M | 3.5k | 341.84 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $1.2M | +3% | 63k | 18.88 |
|
| Vulcan Materials Company (VMC) | 0.0 | $1.2M | -3% | 4.3k | 272.33 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $1.2M | 5.7k | 205.80 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $1.2M | +6% | 4.4k | 262.11 |
|
| Edison International (EIX) | 0.0 | $1.2M | +29% | 16k | 73.18 |
|
| Ares Coml Real Estate (ACRE) | 0.0 | $1.2M | 232k | 4.95 |
|
|
| Ishares Tr Asia 50 Etf (AIA) | 0.0 | $1.1M | 11k | 106.15 |
|
Past Filings by Evoke Wealth
SEC 13F filings are viewable for Evoke Wealth going back to 2019
- Evoke Wealth 2026 Q1 filed May 15, 2026
- 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