13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001793432
Total reported value
$1.6M
$1.6M
585 檔
90470.9%
As reported in its official Q2 2025 Form 13F filing, Evoke Wealth, LLC's tracked investment portfolio stood at $1.6M with 585 total positions.
In Q2 2025, Evoke Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLDM, IVV, RPAR) accounted for 90470.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 585 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 10.54% | -12.44% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.13% | -8.24% | EXIT | |
| 3 | RPAR | Rpar Risk Parity ETF | ETF-Other | 4.38% | +28.88% | -12.05% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.12% | -4.97% | EXIT | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.04% | +11.74% | +2.69% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | +24.57% | +76.31% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.64% | -4.81% | EXIT | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.94% | -2.31% | EXIT | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.67% | -2.07% | EXIT | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.40% | -1.98% | EXIT | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.30% | -2.60% | EXIT | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.20% | -1.92% | EXIT | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.05% | +21.21% | +20.20% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.95% | -2.06% | EXIT | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.80% | -2.05% | EXIT | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | -1.49% | EXIT | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.62% | -1.09% | EXIT | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.53% | -1.29% | EXIT | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.51% | -1.51% | EXIT | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.51% | -1.83% | EXIT | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.83% | EXIT | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.38% | -1.20% | EXIT | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.24% | -2.07% | EXIT | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.17% | -1.30% | EXIT | |
| 25 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.15% | -0.49% | EXIT | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.10% | -0.94% | EXIT | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.02% | -1.03% | EXIT | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.97% | -1.03% | EXIT | |
| 29 | UPAR | Ultra Risk Parity ETF | ETF-Other | 0.80% | -0.74% | EXIT | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | -0.71% | EXIT | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.66% | EXIT | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -1.25% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | -0.93% | EXIT | |
| 34 | VONE | Vanguard Russell 1000 | ETF-Other | 0.60% | -0.48% | EXIT | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.51% | -0.57% | EXIT | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.14% | EXIT | |
| 37 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.44% | -0.08% | EXIT | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.40% | -0.16% | EXIT | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.42% | EXIT | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.34% | -0.28% | EXIT | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.31% | EXIT | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | -0.16% | EXIT | |
| 43 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.30% | -0.13% | EXIT | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.29% | -0.33% | EXIT | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.12% | EXIT | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.29% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.26% | EXIT | |
| 48 | MCO | Moody's CORP | Stock-Financials | 0.26% | -0.12% | EXIT | |
| 49 | AZO | Autozone Inc | Stock-Consumer Disc | 0.23% | -0.11% | EXIT | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.21% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | +76.31% | Add |
| 2 | MSFT | Microsoft CORP | +0.3% | +8.64% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +70.58% | Add |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.2% | +21.46% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +13.66% | Add |
| 6 | DFAI | Dimensional International Co | +0.2% | +12.77% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +15.98% | Add |
| 8 | IGOV | Ishares International Treasu | +0.1% | +860.77% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.50% | Add |
| 10 | DFAE | Dimensional Emerging Core Eq | +0.1% | +10.37% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +32.94% | Add |
| 12 | DFAU | Dimensional US Core Equity M | +0.1% | +7.86% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +13.89% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | -1.83% | Trim |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +126.15% | Add |
| 16 | VTHR | Vanguard Russell 3000 | +0.1% | NEW | New buy |
| 17 | SNOW | Snowflake Inc | +0.1% | +8.90% | Add |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +3.22% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +17.23% | Add |
| 21 | NFLX | Netflix Inc | 0% | +13.05% | Add |
| 22 | VXUS | Vanguard Total Intl Stock | 0% | +43.18% | Add |
| 23 | VTIP | Vanguard Short-term Tips | 0% | +15.36% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +34.05% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.04% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.39% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.81% | Add |
| 28 | DOCS | Doximity Inc-class A | 0% | +11.61% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | — | +2.69% | Add |
| 30 | AAPL | Apple Inc | -0.1% | +20.20% | Add |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.39% | Add |
| 32 | EDV | Vanguard Extended Dur Treas | -0.1% | -58.14% | Trim |
| 33 | OEF | Ishares S&p 100 ETF | -0.1% | -0.92% | Trim |
| 34 | VTWO | Vanguard Russell 2000 ETF | -0.1% | -2.27% | Trim |
| 35 | GUNR | Flexshares Global Upstream N | -0.1% | +7.59% | Add |
| 36 | ACWI | Ishares Msci Acwi ETF | -0.1% | -0.93% | Trim |
| 37 | VT | Vanguard Tot World Stk ETF | -0.1% | -4.11% | Trim |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.1% | +2.06% | Add |
| 39 | IVE | Ishares S&p 500 Value ETF | -0.1% | +1.87% | Add |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | +0.87% | Add |
| 41 | XYZ | Block Inc | -0.1% | -96.55% | Trim |
| 42 | MBB | Ishares Mbs ETF | -0.1% | +4.17% | Add |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -20.03% | Trim |
| 44 | UPAR | Ultra Risk Parity ETF | -0.2% | -13.00% | Trim |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.4% | -6.35% | Trim |
| 46 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.4% | -10.56% | Trim |
| 47 | KKR | Kkr & Co Inc | -0.5% | -97.09% | Trim |
| 48 | GLDM | Spdr Gold Minishares Trust | -0.5% | +2.71% | Add |
| 49 | TIP | Ishares Tips Bond ETF | -0.5% | -3.25% | Trim |
| 50 | RPAR | Rpar Risk Parity ETF | -1.2% | -12.05% | Trim |
According to official SEC Form 13F filings, Evoke Wealth, LLC reported a total U.S. public equity portfolio value of $1.6M across 585 disclosed positions in Q2 2025.
During Q2 2025, Evoke Wealth, LLC's top holdings by market value included GLDM (10.5%)、IVV (9.1%)、RPAR (4.4%). The largest single position, GLDM, represented 10.5% 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.
Top New Position Initiated
VTHR
市值: $2.8M
Top Position Liquidated / Trimmed
RPAR
前期市值: $214.7M
In Q2 2025, Evoke Wealth, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.