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CIK: 0001793432
Total reported value
$1.6M
$1.6M
697 檔
124290.8%
At the close of Q1 2026, Evoke Wealth, LLC disclosed equity holdings valued at approximately $1.6M, spread across 697 reported holdings.
In Q1 2026, Evoke Wealth, LLC displayed an active expansion posture, initiating 26 new positions and adding to 91 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLDM, IVV, SCHP) accounted for 124290.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 697 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 12.44% | -12.44% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.24% | -8.24% | EXIT | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.97% | -4.97% | EXIT | |
| 4 | GUNR | Flexshares Global Upstream N | ETF-Other | 4.81% | -4.81% | EXIT | |
| 5 | RPAR | Rpar Risk Parity ETF | ETF-Other | 4.27% | +28.88% | +1.43% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.74% | +11.74% | +2.60% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | +24.57% | -1.22% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.60% | -2.60% | EXIT | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.31% | -2.31% | EXIT | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.15% | +21.21% | -0.33% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.07% | -2.07% | EXIT | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.07% | -2.07% | EXIT | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.06% | -2.06% | EXIT | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 2.05% | -2.05% | EXIT | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.98% | -1.98% | EXIT | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | -1.92% | EXIT | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.83% | -1.83% | EXIT | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.51% | -1.51% | EXIT | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | -1.49% | EXIT | |
| 20 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.30% | -1.30% | EXIT | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | -1.29% | EXIT | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | -1.25% | EXIT | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.20% | -1.20% | EXIT | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | -1.09% | EXIT | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.03% | -1.03% | EXIT | |
| 26 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.03% | -1.03% | EXIT | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.94% | -0.94% | EXIT | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | -0.93% | EXIT | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.83% | EXIT | |
| 30 | UPAR | Ultra Risk Parity ETF | ETF-Other | 0.74% | -0.74% | EXIT | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.71% | EXIT | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.66% | EXIT | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.57% | -0.57% | EXIT | |
| 34 | AVTM | Avantis Total Equity ETF | ETF-Other | 0.53% | -0.53% | EXIT | |
| 35 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.49% | -0.49% | EXIT | |
| 36 | VONE | Vanguard Russell 1000 | ETF-Other | 0.48% | -0.48% | EXIT | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.42% | EXIT | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.36% | -0.36% | EXIT | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.33% | -0.33% | EXIT | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.33% | -0.33% | EXIT | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.31% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.29% | EXIT | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.29% | -0.29% | EXIT | |
| 44 | IGOV | Ishares International Treasu | ETF-Other | 0.28% | -0.28% | EXIT | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.28% | -0.28% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.26% | EXIT | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.25% | -0.25% | EXIT | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | -0.23% | EXIT | |
| 49 | DFIV | Dimensional International Va | ETF-Other | 0.22% | -0.22% | EXIT | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.21% | EXIT |
According to official SEC Form 13F filings, Evoke Wealth, LLC reported a total U.S. public equity portfolio value of $1.6M across 697 disclosed positions in Q1 2026.
During Q1 2026, Evoke Wealth, LLC's top holdings by market value included GLDM (12.4%)、IVV (8.2%)、SCHP (5.0%). The largest single position, GLDM, represented 12.4% of total portfolio value.
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Top New Position Initiated
AVTM
市值: $29.4M
Top Position Liquidated / Trimmed
VTHR
前期市值: $2.3M
In Q1 2026, Evoke Wealth, LLC made 199 total portfolio adjustments, initiating 26 new buys, adding to 91 positions, trimming 71 holdings, and fully liquidating 11 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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