EW

Evoke Wealth, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$5.6B

Reporting period: 2026-03-31 · Number of holdings: 711

EVOKE WEALTH, LLC disclosed 711 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $5.6B and a quarterly turnover rate of 12.7%.

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Personality snowflake

Concentration
15.22
Portfolio Stability
12.75
Momentum/Contrarian
100
Sector conviction
70.26
Diversification
100
Sizing Uniformity
49.44

Recent moves

  • Add GUNR

    +6.9%　$59.6M

  • Add GLDM

    +1.3%　$63.1M

  • Add SCHP

    +15.1%　$37.3M

  • Trim NVDA

    -1.2%　-$15.8M

  • Trim MSFT

    -8.1%　-$19.4M

  • Add VTIP

    +24.0%　$23.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 697 holdings (of 711 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GLDMSpdr Gold Minishares TrustETF-Commodities12.44%+0.69%+1.33%
2IVVIshares Core S&p 500 ETFETF-Large Cap & Growth8.24%+0.20%+11.80%
3SCHPSchwab U.s. Tips ETFETF-Other4.97%+0.50%+15.06%
4GUNRFlexshares Global Upstream NETF-Other4.81%+0.92%+6.90%
5RPARRpar Risk Parity ETFETF-Other4.27%+0.06%+1.43%
6VTIVanguard Total Stock Mkt ETFETF-Other3.74%-0.22%+2.60%
7NVDANvidia CORPStock-Tech3.44%-0.43%-1.22%
8VEAVanguard Ftse Developed ETFETF-Other2.60%+0.22%+10.45%
9OEFIshares S&p 100 ETFETF-Other2.31%-0.31%-0.97%
10AAPLApple INCStock-Tech2.15%-0.26%-0.33%
11VTIPVanguard Short-term TipsETF-Other2.07%+0.35%+23.98%
12TIPIshares Tips Bond ETFETF-Other2.07%—+1.00%
13DFAUDimensional US Core Equity METF-Other2.06%—+5.59%
14DFAIDimensional International CoETF-Other2.05%+0.14%+9.46%
15ACWIIshares Msci Acwi ETFETF-Other1.98%-0.16%-1.97%
16VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.92%—+4.04%
17VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.83%+0.12%+10.78%
18MBBIshares Mbs ETFETF-Other1.51%+0.02%+5.90%
19SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.49%-0.12%+0.47%
20DFAEDimensional Emerging Core EqETF-Emerging Markets1.30%+0.07%+5.45%
21VTVVanguard Value ETFETF-Other1.29%—+0.83%
22GOOGLAlphabet Inc-cl AStock-Comm Services1.25%-0.30%-8.55%
23VTVanguard Tot World Stk ETFETF-Other1.20%—+0.60%
24AGGIshares Core U.s. AggregateETF-Other1.09%—-1.19%
25EMXCIshares Msci Emr Mrk Ex ChnaETF-Other1.03%+0.05%+0.17%
26VTWOVanguard Russell 2000 ETFETF-Small Cap1.03%+0.07%+10.81%
27IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.94%—+0.98%
28GOOGAlphabet Inc-cl CStock-Comm Services0.93%-0.16%-3.04%
29MSFTMicrosoft CORPStock-Tech0.83%-0.39%-8.06%
30UPARUltra Risk Parity ETFETF-Other0.74%+0.02%+2.85%
31VIGVanguard Dividend Apprec ETFETF-Other0.71%—+1.76%
32AMZNAmazon.com INCStock-Consumer Disc0.66%-0.07%+3.94%
33STIPIshares 0-5 Year Tips Bond EETF-Other0.57%+0.08%+19.88%
34AVTMAvantis Total Equity ETFETF-Other0.53%+0.53%NEW
35LTPZPimco 15+ Yr US Tips IndxETF-Other0.49%-0.15%-19.88%
36VONEVanguard Russell 1000ETF-Other0.48%—-0.72%
37GLDSpdr Gold SharesETF-Commodities0.42%—-1.29%
38XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.36%+0.08%+25.98%
39LRCXLam Research CORPStock-Tech0.33%+0.04%-4.68%
40IAUIshares Gold TrustETF-Commodities0.33%—-0.38%
41METAMeta Platforms Inc-class AStock-Comm Services0.31%-0.06%+0.67%
42JNJJohnson & JohnsonStock-Healthcare0.29%—-15.74%
43VNQVanguard Real Estate ETFETF-Other0.29%+0.06%+31.84%
44IGOVIshares International TreasuETF-Other0.28%—+15.22%
45VGITVanguard Intermediate-term TETF-Other0.28%—+1.30%
46BRK-BBerkshire Hathaway Inc-cl BStock-Other0.26%—-0.38%
47SLVIshares Silver TrustETF-Commodities0.25%—-5.64%
48AVGOBroadcom INCStock-Tech0.23%—+7.89%
49DFIVDimensional International VaETF-Other0.22%+0.06%+35.08%
50LLYEli Lilly & CoStock-Healthcare0.21%—+12.33%
1–50 of 697

Holding changes this quarter

Evoke Wealth, LLC's most significant position changes for 2026-03-31: New buy: Avantis Total Equity ETF (AVTM); Sold out: Vanguard Russell 3000 (VTHR); Add: Flexshares Global Upstream N (GUNR) — shares +6.90%; Add: Spdr Gold Minishares Trust (GLDM) — shares +1.33%; Add: Schwab U.s. Tips ETF (SCHP) — shares +15.06%.

Position changes disclosed by Evoke Wealth, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GUNRFlexshares Global Upstream N+0.9%+6.90%Add
2GLDMSpdr Gold Minishares Trust+0.7%+1.33%Add
3SCHPSchwab U.s. Tips ETF+0.5%+15.06%Add
4VTIPVanguard Short-term Tips+0.4%+23.98%Add
5VEAVanguard Ftse Developed ETF+0.2%+10.45%Add
6IVVIshares Core S&p 500 ETF+0.2%+11.80%Add
7DFAIDimensional International Co+0.1%+9.46%Add
8VWOVanguard Ftse Emerging Marke+0.1%+10.78%Add
9JJacobs Solutions INC+0.1%+397.91%Add
10STIPIshares 0-5 Year Tips Bond E+0.1%+19.88%Add
11XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+25.98%Add
12DFAEDimensional Emerging Core Eq+0.1%+5.45%Add
13VTWOVanguard Russell 2000 ETF+0.1%+10.81%Add
14RPARRpar Risk Parity ETF+0.1%+1.43%Add
15VNQVanguard Real Estate ETF+0.1%+31.84%Add
16DFIVDimensional International Va+0.1%+35.08%Add
17XOMExxon Mobil CORP+0.1%+9.44%Add
18EMXCIshares Msci Emr Mrk Ex Chna+0.1%+0.17%Add
19LRCXLam Research CORP0%-4.68%Trim
20CVXChevron CORP0%+2.73%Add
21ALLWState Street Brgwtr All Wthr0%+97.57%Add
22MBBIshares Mbs ETF0%+5.90%Add
23UPARUltra Risk Parity ETF0%+2.85%Add
24VTVVanguard Value ETF—+0.83%Add
25LOWLowe's Cos INC0%-31.59%Trim
26AZOAutozone INC-0.1%-30.82%Trim
27INTUIntuit INC-0.1%-51.46%Trim
28QCOMQualcomm INC-0.1%-30.21%Trim
29TLTIshares 20+ Year Treasury Bd-0.1%-20.46%Trim
30METAMeta Platforms Inc-class A-0.1%+0.67%Add
31TJXTjx Companies INC-0.1%-38.84%Trim
32AMZNAmazon.com INC-0.1%+3.94%Add
33ORCLOracle CORP-0.1%-16.47%Trim
34VVisa Inc-class A Shares-0.1%-27.98%Trim
35MCOMoody's CORP-0.1%-28.80%Trim
36QQQInvesco Qqq Trust Series 1-0.1%-35.35%Trim
37SPYSs Spdr S&p 500 ETF Trust-us-0.1%+0.47%Add
38DOCSDoximity Inc-class A-0.2%-35.29%Trim
39LTPZPimco 15+ Yr US Tips Indx-0.2%-19.88%Trim
40GOOGAlphabet Inc-cl C-0.2%-3.04%Trim
41ACWIIshares Msci Acwi ETF-0.2%-1.97%Trim
42MAMastercard INC - A-0.2%-50.97%Trim
43VTIVanguard Total Stock Mkt ETF-0.2%+2.60%Add
44AAPLApple INC-0.3%-0.33%Trim
45GOOGLAlphabet Inc-cl A-0.3%-8.55%Trim
46OEFIshares S&p 100 ETF-0.3%-0.97%Trim
47MSFTMicrosoft CORP-0.4%-8.06%Trim
48NVDANvidia CORP-0.4%-1.22%Trim
49AVTMAvantis Total Equity ETF—NEWNew buy
50VTHRVanguard Russell 3000—EXITSold out

FAQ

What is Evoke Wealth, LLC and what type of investor is it?
Evoke Wealth, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $5.6B, spread across 711 disclosed positions.
What are Evoke Wealth, LLC's largest equity positions?
Based on the latest 13F filing, Evoke Wealth, LLC's top holdings by market value are: 1. Spdr Gold Minishares Trust (GLDM) — $692.6M (12.4%) 2. Ishares Core S&p 500 ETF (IVV) — $459.1M (8.2%) 3. Schwab U.s. Tips ETF (SCHP) — $276.5M (5.0%) 4. Flexshares Global Upstream N (GUNR) — $268.1M (4.8%) 5. Rpar Risk Parity ETF (RPAR) — $237.5M (4.3%)
What changes did Evoke Wealth, LLC make in its most recent portfolio filing?
In the latest reported quarter, Evoke Wealth, LLC made 50 notable position adjustments: 1 new positions were initiated, 27 existing holdings were added to, 21 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Avantis Total Equity ETF (AVTM); Sold out: Vanguard Russell 3000 (VTHR); Add: Flexshares Global Upstream N (GUNR) — shares +6.90%; Add: Spdr Gold Minishares Trust (GLDM) — shares +1.33%; Add: Schwab U.s. Tips ETF (SCHP) — shares +15.06%
What sectors does Evoke Wealth, LLC focus on?
Evoke Wealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 42.9% • Communication Services: 14.2% • Financials: 9.9% • Consumer Discretionary: 8.4% • Health Care: 7.5% • Industrials: 6.6%

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