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CIK: 0001793432
Total reported value
$1.6M
$1.6M
665 檔
111648.1%
As reported in its official Q4 2025 Form 13F filing, Evoke Wealth, LLC's tracked investment portfolio stood at $1.6M with 665 total positions.
In Q4 2025, Evoke Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 665 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 11.75% | -12.44% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.04% | -8.24% | EXIT | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.47% | -4.97% | EXIT | |
| 4 | RPAR | Rpar Risk Parity ETF | ETF-Other | 4.21% | +28.88% | +2.95% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.96% | +11.74% | +7.63% | |
| 6 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.89% | -4.81% | EXIT | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.87% | +24.57% | +1.67% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.62% | -2.31% | EXIT | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.41% | +21.21% | +4.16% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.38% | -2.60% | EXIT | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.14% | -1.98% | EXIT | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.12% | -2.07% | EXIT | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.10% | -2.06% | EXIT | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | -1.92% | EXIT | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.91% | -2.05% | EXIT | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.72% | -2.07% | EXIT | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.71% | -1.83% | EXIT | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | -1.49% | EXIT | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | -1.25% | EXIT | |
| 20 | MBB | Ishares Mbs ETF | ETF-Other | 1.49% | -1.51% | EXIT | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | -1.29% | EXIT | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.26% | -1.20% | EXIT | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.23% | -1.30% | EXIT | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.83% | EXIT | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.15% | -1.09% | EXIT | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | -0.93% | EXIT | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.98% | -1.03% | EXIT | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.97% | -0.94% | EXIT | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.96% | -1.03% | EXIT | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.71% | EXIT | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | -0.66% | EXIT | |
| 32 | UPAR | Ultra Risk Parity ETF | ETF-Other | 0.72% | -0.74% | EXIT | |
| 33 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.64% | -0.49% | EXIT | |
| 34 | VONE | Vanguard Russell 1000 | ETF-Other | 0.52% | -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 | 0.41% | -0.42% | EXIT | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.31% | EXIT | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.14% | EXIT | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.31% | -0.33% | EXIT | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.29% | EXIT | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.26% | EXIT | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.29% | -0.33% | EXIT | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.28% | -0.28% | EXIT | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | -0.16% | EXIT | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.28% | -0.36% | EXIT | |
| 46 | SLV | Ishares Silver Trust | ETF-Commodities | 0.26% | -0.25% | EXIT | |
| 47 | IGOV | Ishares International Treasu | ETF-Other | 0.26% | -0.28% | EXIT | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | -0.23% | EXIT | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.21% | EXIT | |
| 50 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.23% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +0.5% | +1.70% | Add |
| 2 | VTIP | Vanguard Short-term Tips | +0.5% | +51.19% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.11% | Add |
| 4 | LRCX | Lam Research CORP | +0.3% | +750.13% | Add |
| 5 | SCHP | Schwab U.s. Tips ETF | +0.2% | +16.53% | Add |
| 6 | DFAU | Dimensional US Core Equity M | +0.2% | +17.61% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1.19% | Add |
| 8 | GUNR | Flexshares Global Upstream N | +0.2% | +8.10% | Add |
| 9 | DFAI | Dimensional International Co | +0.2% | +12.99% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +17.92% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.49% | Add |
| 12 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | +167.43% | Add |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +238.22% | Add |
| 14 | MBB | Ishares Mbs ETF | +0.1% | +14.02% | Add |
| 15 | SLV | Ishares Silver Trust | +0.1% | -0.90% | Trim |
| 16 | LLY | Eli Lilly & Co | +0.1% | +9.48% | Add |
| 17 | DFIV | Dimensional International Va | +0.1% | +76.35% | Add |
| 18 | AAPL | Apple Inc | +0.1% | +4.16% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +35.32% | Add |
| 20 | VNQ | Vanguard Real Estate ETF | +0.1% | +47.78% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.63% | Add |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +100.00% | Add |
| 23 | MU | Micron Technology Inc | +0.1% | +119.83% | Add |
| 24 | DFAE | Dimensional Emerging Core Eq | 0% | +8.39% | Add |
| 25 | IGOV | Ishares International Treasu | 0% | +28.67% | Add |
| 26 | OBDC | Blue Owl Capital CORP | 0% | +1575.36% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +3.98% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +2.50% | Add |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | — | +9.30% | Add |
| 30 | VTWO | Vanguard Russell 2000 ETF | 0% | +5.13% | Add |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -1.06% | Trim |
| 32 | VT | Vanguard Tot World Stk ETF | 0% | +2.37% | Add |
| 33 | VO | Vanguard Mid-cap ETF | -0.1% | -37.43% | Trim |
| 34 | ESGV | Vanguard Esg US Stock ETF | -0.1% | -28.31% | Trim |
| 35 | AZO | Autozone Inc | -0.1% | -3.75% | Trim |
| 36 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -17.53% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.87% | Add |
| 38 | ORCL | Oracle CORP | -0.1% | +2.53% | Add |
| 39 | ACWI | Ishares Msci Acwi ETF | -0.1% | -0.24% | Trim |
| 40 | RPAR | Rpar Risk Parity ETF | -0.2% | +2.95% | Add |
| 41 | MSFT | Microsoft CORP | -0.2% | +2.36% | Add |
| 42 | DOCS | Doximity Inc-class A | -0.2% | -0.07% | Trim |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.2% | -5.61% | Trim |
| 44 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.2% | -14.12% | Trim |
| 45 | TIP | Ishares Tips Bond ETF | -0.2% | -0.55% | Trim |
| 46 | NVDA | Nvidia CORP | -0.3% | +1.67% | Add |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -19.61% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.6% | -1.53% | Trim |
| 49 | GQGU | Gqg US Equity ETF | — | NEW | New buy |
| 50 | HLF | Herbalife Ltd. | — | NEW | New buy |
According to official SEC Form 13F filings, Evoke Wealth, LLC reported a total U.S. public equity portfolio value of $1.6M across 665 disclosed positions in Q4 2025.
During Q4 2025, Evoke Wealth, LLC's top holdings by market value included GLDM (11.8%)、IVV (8.0%)、SCHP (4.5%). The largest single position, GLDM, represented 11.8% 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, SCHP) accounted for 111648.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
GQGU
市值: $2.8M
Top Position Liquidated / Trimmed
IVV
前期市值: $427.3M
In Q4 2025, Evoke Wealth, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 35 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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