Institutions / Evoke Wealth, LLC
Evoke Wealth, LLC
CIK 1793432 · Institution · as of Dec 31, 2025
Portfolio value
$5.20B
Positions
665
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 665 →
| Company | Value | % of portfolio |
|---|---|---|
| World Gold Tr | $629.59M | 12.1% |
| iShares Tr | $430.57M | 8.3% |
| Schwab Strategic Tr | $239.27M | 4.6% |
| Tidal Trust I | $225.63M | 4.3% |
| Vanguard Index Fds | $212.05M | 4.1% |
| Flexshares Tr | $208.44M | 4.0% |
| iShares Tr | $140.22M | 2.7% |
| Vanguard Tax-Managed Fds | $127.70M | 2.5% |
| NVIDIA Corp | $126.39M | 2.4% |
| iShares Tr | $114.74M | 2.2% |
| iShares Tr | $113.40M | 2.2% |
| Dimensional ETF Trust | $112.45M | 2.2% |
| Apple Inc. | $109.18M | 2.1% |
| Vanguard Index Fds | $107.58M | 2.1% |
| Dimensional ETF Trust | $102.19M | 2.0% |
| Vanguard Malvern Fds | $92.26M | 1.8% |
| Vanguard Intl Equity Index F | $91.49M | 1.8% |
| SPDR S&P 500 ETF Tr | $84.00M | 1.6% |
| iShares Tr | $79.68M | 1.5% |
| Vanguard Index Fds | $69.13M | 1.3% |
| Vanguard Intl Equity Index F | $67.45M | 1.3% |
| Dimensional ETF Trust | $65.78M | 1.3% |
| Alphabet Inc. | $64.92M | 1.2% |
| Microsoft Corp | $63.80M | 1.2% |
| iShares Tr | $61.61M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.