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CIK: 0001793432
Total reported value
$1.6M
$1.6M
450 檔
83333.6%
During the Q1 2025 filing period, Evoke Wealth, LLC (CIK: 0001793432) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6M across 450 reported positions.
In Q1 2025, Evoke Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 450 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 11.05% | -12.44% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.24% | -8.24% | EXIT | |
| 3 | RPAR | Rpar Risk Parity ETF | ETF-Other | 5.60% | +28.88% | -1.40% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.04% | +11.74% | +2.52% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.90% | -4.97% | EXIT | |
| 6 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.74% | -4.81% | EXIT | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.18% | -2.07% | EXIT | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.01% | -2.31% | EXIT | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.50% | -1.98% | EXIT | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.19% | -2.60% | EXIT | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.10% | +21.21% | +40.88% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -1.92% | EXIT | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.97% | -1.09% | EXIT | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.87% | -2.06% | EXIT | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | -1.49% | EXIT | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.71% | -1.29% | EXIT | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | +24.57% | +294.88% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.65% | -1.51% | EXIT | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.64% | -2.05% | EXIT | |
| 20 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.54% | -0.49% | EXIT | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.49% | -1.83% | EXIT | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.48% | -1.20% | EXIT | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.21% | -2.07% | EXIT | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.21% | -0.94% | EXIT | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.83% | EXIT | |
| 26 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.08% | -1.30% | EXIT | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.05% | -1.03% | EXIT | |
| 28 | UPAR | Ultra Risk Parity ETF | ETF-Other | 1.03% | -0.74% | EXIT | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.98% | -1.03% | EXIT | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | -0.71% | EXIT | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | -1.25% | EXIT | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.66% | EXIT | |
| 33 | VONE | Vanguard Russell 1000 | ETF-Other | 0.64% | -0.48% | EXIT | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.59% | -0.16% | EXIT | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.56% | -0.57% | EXIT | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.14% | EXIT | |
| 37 | KKR | Kkr & Co Inc | Stock-Financials | 0.47% | -0.01% | EXIT | |
| 38 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.43% | -0.08% | EXIT | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.93% | EXIT | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.42% | -0.28% | EXIT | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.42% | EXIT | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.32% | -0.33% | EXIT | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.29% | EXIT | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.30% | -0.13% | EXIT | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.26% | EXIT | |
| 46 | MCO | Moody's CORP | Stock-Financials | 0.28% | -0.12% | EXIT | |
| 47 | AZO | Autozone Inc | Stock-Consumer Disc | 0.28% | -0.11% | EXIT | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | -0.16% | EXIT | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.31% | EXIT | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | -0.08% | EXIT |
According to official SEC Form 13F filings, Evoke Wealth, LLC reported a total U.S. public equity portfolio value of $1.6M across 450 disclosed positions in Q1 2025.
During Q1 2025, Evoke Wealth, LLC's top holdings by market value included GLDM (11.1%)、IVV (9.2%)、RPAR (5.6%). The largest single position, GLDM, represented 11.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLDM, IVV, RPAR) accounted for 83333.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
GLDM
市值: $423.6M
In Q1 2025, Evoke Wealth, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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