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CIK: 0001793432
Total reported value
$1.6M
$1.6M
633 檔
103466.0%
The Q3 2025 SEC filing reveals that Evoke Wealth, LLC held a total portfolio value of $1.6M, covering 633 public equity positions.
In Q3 2025, Evoke Wealth, LLC displayed an active expansion posture, initiating 0 new positions and adding to 37 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLDM, IVV, RPAR) accounted for 103466.0% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 633 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 11.22% | -12.44% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.65% | -8.24% | EXIT | |
| 3 | RPAR | Rpar Risk Parity ETF | ETF-Other | 4.36% | +28.88% | +6.56% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.23% | -4.97% | EXIT | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.13% | +24.57% | +2.78% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.91% | +11.74% | +1.57% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.73% | -4.81% | EXIT | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.84% | -2.31% | EXIT | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.35% | +21.21% | +4.49% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.34% | -2.07% | EXIT | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.27% | -1.98% | EXIT | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.26% | -2.60% | EXIT | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | -1.49% | EXIT | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | -1.92% | EXIT | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.89% | -2.06% | EXIT | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.75% | -2.05% | EXIT | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.58% | -1.83% | EXIT | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.41% | -1.51% | EXIT | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.40% | -1.29% | EXIT | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.83% | EXIT | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.33% | -1.09% | EXIT | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.30% | -1.20% | EXIT | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.26% | -2.07% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | -1.25% | EXIT | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.19% | -1.30% | EXIT | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.03% | -0.94% | EXIT | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.00% | -1.03% | EXIT | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.97% | -1.03% | EXIT | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.93% | EXIT | |
| 30 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.83% | -0.49% | EXIT | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.77% | -0.71% | EXIT | |
| 32 | UPAR | Ultra Risk Parity ETF | ETF-Other | 0.76% | -0.74% | EXIT | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | -0.66% | EXIT | |
| 34 | VONE | Vanguard Russell 1000 | ETF-Other | 0.55% | -0.48% | EXIT | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.49% | -0.57% | EXIT | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.42% | EXIT | |
| 37 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.41% | -0.08% | EXIT | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.31% | EXIT | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.14% | EXIT | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.31% | -0.12% | EXIT | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.30% | -0.33% | EXIT | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | -0.16% | EXIT | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.29% | EXIT | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.29% | -0.16% | EXIT | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.28% | -0.28% | EXIT | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.21% | EXIT | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | -0.23% | EXIT | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.23% | -0.11% | EXIT | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.26% | EXIT | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.22% | -0.13% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +2.78% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.70% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +3.07% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +25.65% | Add |
| 5 | SCHP | Schwab U.s. Tips ETF | +0.3% | +14.81% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +4.49% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +4.41% | Add |
| 8 | IGOV | Ishares International Treasu | +0.2% | +90.75% | Add |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.2% | +3.15% | Add |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +449.14% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +9.94% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.68% | Add |
| 13 | DFAI | Dimensional International Co | +0.1% | +4.42% | Add |
| 14 | DFAE | Dimensional Emerging Core Eq | +0.1% | +5.61% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | +0.99% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +24.46% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.30% | Add |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +33.83% | Add |
| 19 | SLV | Ishares Silver Trust | +0.1% | +30.01% | Add |
| 20 | XME | Ss Spdr S&p Metals Mining | +0.1% | +152.57% | Add |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.05% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | +3.31% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +4.39% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +11.19% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | +0.1% | +51.16% | Add |
| 26 | ANET | Arista Networks Inc | +0.1% | +0.03% | Add |
| 27 | VTIP | Vanguard Short-term Tips | +0.1% | +14.66% | Add |
| 28 | VXUS | Vanguard Total Intl Stock | +0.1% | +17.01% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.95% | Add |
| 30 | DFAU | Dimensional US Core Equity M | 0% | +1.75% | Add |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +4.02% | Add |
| 32 | GLD | Spdr Gold Shares | 0% | +5.71% | Add |
| 33 | GUNR | Flexshares Global Upstream N | 0% | +5.89% | Add |
| 34 | DOCS | Doximity Inc-class A | 0% | -11.32% | Trim |
| 35 | VTWO | Vanguard Russell 2000 ETF | -0.1% | +0.32% | Trim |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +3.76% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.57% | Add |
| 38 | XYZ | Block Inc | -0.1% | +64.23% | Trim |
| 39 | OEF | Ishares S&p 100 ETF | -0.2% | -0.14% | Trim |
| 40 | VT | Vanguard Tot World Stk ETF | -0.2% | -0.20% | Trim |
| 41 | IVE | Ishares S&p 500 Value ETF | -0.2% | -0.60% | Add |
| 42 | ACWI | Ishares Msci Acwi ETF | -0.2% | -0.19% | Trim |
| 43 | MBB | Ishares Mbs ETF | -0.2% | +4.19% | Add |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -20.79% | Trim |
| 45 | VTV | Vanguard Value ETF | -0.3% | -1.97% | Trim |
| 46 | KKR | Kkr & Co Inc | -0.5% | -28.62% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.6% | -0.71% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.6% | -8.70% | Trim |
| 49 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.7% | -19.64% | Trim |
| 50 | TIP | Ishares Tips Bond ETF | -0.8% | -2.25% | Trim |
According to official SEC Form 13F filings, Evoke Wealth, LLC reported a total U.S. public equity portfolio value of $1.6M across 633 disclosed positions in Q3 2025.
During Q3 2025, Evoke Wealth, LLC's top holdings by market value included GLDM (11.2%)、IVV (8.7%)、RPAR (4.4%). The largest single position, GLDM, represented 11.2% of total portfolio value.
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Top Position Liquidated / Trimmed
TIP
前期市值: $121.9M
In Q3 2025, Evoke Wealth, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 37 positions, trimming 13 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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