Evoke Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Evoke Wealth, LLC reported 434 stock positions worth $3.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.2% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 9.6%) and Rpar Risk Parity ETF (RPAR, 5.8%). Compared with Q3 2024, it opened 43 new positions, sold out of 26, added to 213 and reduced 116. The biggest buy was Vanguard Short-Term Tips (VTIP, shares +88%) and the biggest sale Rpar Risk Parity ETF (RPAR, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001793432
- Portfolio Value
- $3.6B (Q4 2024)
- SEC Filing
- 0001172661-25-000612 ↗ filed Feb 10, 2025
Holdings Value
Holdings 434 stocks · $3.6B
| IVV iShares Core S&P 500 ETF | 10.20% | 622,628 | $366.5M | Reduce -1.5% |
| GLDM SPDR Gold Minishares Trust | 9.56% | 6,604,327 | $343.4M | Add +0.7% |
| RPAR Rpar Risk Parity ETF | 5.75% | 11,057,434 | $206.6M | Reduce -16.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.43% | 549,597 | $159.3M | Add +2.8% |
| SCHP Schwab U.S. Tips ETF | 3.49% | 4,860,747 | $125.6M | Reduce -3.9% |
| OEF iShares S&P 100 ETF | 3.49% | 433,469 | $125.2M | Reduce -1.9% |
| GUNR NT Mstar GLBL NR ETF | 3.28% | 3,245,364 | $118.0M | Reduce -7.8% |
| TIP iShares Tips Bond ETF | 3.27% | 1,101,020 | $117.3M | Reduce -0.6% |
| ACWI iShares MSCI Acwi ETF | 2.77% | 846,951 | $99.5M | Reduce -2.0% |
| AGG iShares Core U.S. Aggregate | 2.27% | 840,567 | $81.5M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 2.17% | 144,499 | $77.9M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 2.07% | 1,552,764 | $74.3M | Add +4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.04% | 124,677 | $73.3M | Add +0.2% |
| DFAU Dimensional US Core Equity M | 1.96% | 1,739,702 | $70.4M | Add +6.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.87% | 395,864 | $67.0M | Add +3.6% |
| AAPL Apple Inc. | 1.79% | 257,350 | $64.4M | Add +2.3% |
| MBB iShares MBS ETF | 1.69% | 661,944 | $60.7M | Add +2.9% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.66% | 1,143,553 | $59.7M | Reduce -9.6% |
| VT Vanguard Tot World STK ETF | 1.64% | 501,441 | $58.9M | Add +6.3% |
| DFAI Dimensional International Co. | 1.50% | 1,842,807 | $53.8M | Add +3.8% |
| VWO Vanguard Ftse Emerging Marke | 1.36% | 1,111,658 | $49.0M | Add +18.4% |
| MSFT Microsoft Corp. | 1.26% | 107,674 | $45.4M | Add +1.8% |
| IVE iShares S&P 500 Value ETF | 1.25% | 235,338 | $44.9M | Add +3.6% |
| VTWO Vanguard Russell 2000 ETF | 1.21% | 486,290 | $43.4M | Reduce -6.7% |
| VTIP Vanguard Short-Term Tips | 1.10% | 817,252 | $39.6M | Add +87.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.06% | 689,419 | $38.2M | Reduce -1.9% |
| UPAR Ultra Risk Parity ETF | 0.95% | 2,632,606 | $34.0M | Reduce -3.4% |
| DFAE Dimensional Emerging Core Eq | 0.94% | 1,336,359 | $33.9M | Add +2.4% |
| VIG Vanguard Dividend Apprec ETF | 0.89% | 163,764 | $32.1M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.81% | 49,769 | $29.1M | Add +2.1% |
| AMZN Amazon.com Inc. | 0.73% | 120,004 | $26.3M | Add +0.8% |
| TLT iShares 20+ Year Treasury BD | 0.72% | 294,947 | $25.8M | Reduce -5.3% |
| VONE Vanguard Russell 1000 | 0.71% | 96,137 | $25.6M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.66% | 125,325 | $23.7M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.57% | 152,636 | $20.5M | Add +13.9% |
| MA Mastercard Inc. Class A | 0.45% | 30,529 | $16.1M | Reduce -3.0% |
| VGIT Vanguard Intermediate-Term T | 0.43% | 264,334 | $15.3M | Add +2.1% |
| GLD SPDR Gold Shares | 0.37% | 55,537 | $13.4M | Add +4.3% |
| DOCS Doximity Inc. Class A | 0.36% | 240,034 | $12.8M | Reduce -11.4% |
| MCO Moody's Corp. | 0.34% | 25,577 | $12.1M | Reduce -5.6% |
| ESGV Vanguard ESG US Stock ETF | 0.33% | 112,025 | $11.8M | Add +11.2% |
| JNJ Johnson & Johnson | 0.32% | 78,841 | $11.4M | Reduce -1.8% |
| IAU iShares Gold Trust | 0.29% | 207,704 | $10.3M | Reduce -7.4% |
| AZO AutoZone Inc. | 0.28% | 3,149 | $10.1M | Reduce -5.2% |
| UNH Unitedhealth Group Inc. | 0.28% | 19,622 | $9.9M | Reduce -3.1% |
| NARI Inari Medical Inc. | 0.27% | 192,926 | $9.8M | Add +207.5% |
| ORCL Oracle Corp. | 0.27% | 58,254 | $9.7M | Add +1.5% |
| XLE SS Energy Select Sector | 0.26% | 110,545 | $9.5M | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 18,295 | $9.4M | Reduce -6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 73,422 | $8.9M | Reduce -4.0% |
| XYZ Block Inc. | 0.25% | 103,871 | $8.8M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 19,147 | $8.7M | Reduce -1.3% |
| PEP Pepsico Inc. | 0.22% | 50,628 | $7.8M | Reduce -3.6% |
| IWR iShares Russell Mid-Cap ETF | 0.22% | 87,719 | $7.8M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.21% | 29,996 | $7.4M | Reduce -4.3% |
| ADI Analog Devices Inc. | 0.20% | 34,001 | $7.2M | Reduce -4.3% |
| LIN Linde PLC | 0.20% | 16,863 | $7.1M | Reduce -5.6% |
| JPM JPMorgan Chase & Co. | 0.19% | 27,838 | $6.7M | Add +3.9% |
| MSCI MSCI Inc. | 0.18% | 10,934 | $6.6M | Reduce -4.8% |
| PG The Procter & Gamble Co. | 0.18% | 38,039 | $6.4M | Add +13.5% |
| CVX Chevron Corp. | 0.18% | 43,672 | $6.3M | Add +5.9% |
| TSLA Tesla Inc. | 0.17% | 15,348 | $6.2M | Add +14.3% |
| CARR Carrier Global Corp. | 0.17% | 90,089 | $6.2M | Reduce -5.5% |
| SM SM Energy Co. | 0.17% | 152,928 | $5.9M | Reduce -3.2% |
| SHW The Sherwin-Williams Co. | 0.16% | 17,430 | $5.9M | Reduce -4.2% |
| CME Cme Group Inc. | 0.16% | 24,673 | $5.9M | Add +0.4% |
| LLY Eli Lilly & Co. | 0.16% | 7,466 | $5.8M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 0.16% | 29,361 | $5.6M | Add +7.7% |
| GNR State Street SPDR S&P Global | 0.15% | 109,269 | $5.4M | Add +285.7% |
| CL Colgate-Palmolive Co. | 0.15% | 59,189 | $5.4M | Reduce -1.2% |
| IWM iShares Russell 2000 ETF | 0.15% | 24,074 | $5.3M | Add +0.2% |
| AVGO Broadcom Inc. | 0.14% | 22,081 | $5.1M | Add +56.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 42,410 | $4.7M | Reduce -5.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.13% | 82,813 | $4.7M | Add +20.4% |
| V Visa Inc. Class A | 0.12% | 14,101 | $4.5M | Add +6.2% |
| PGF Invesco Financial Preferred | 0.12% | 304,703 | $4.4M | Add +3.7% |
| OTIS Otis Worldwide Corp. | 0.12% | 46,047 | $4.3M | Reduce -4.7% |
| INTU Intuit Inc. | 0.12% | 6,754 | $4.2M | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 10,257 | $4.2M | Add +152.8% |
| GGG Graco Inc. | 0.11% | 48,611 | $4.1M | Reduce -4.8% |
| ADBE Adobe Inc. | 0.11% | 9,120 | $4.1M | Reduce -4.5% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 23,121 | $4.1M | Add +115.0% |
| ABBV Abbvie Inc. | 0.11% | 22,482 | $4.0M | Add +12.8% |
| XOM Exxon Mobil Corp. | 0.11% | 36,862 | $4.0M | Reduce -0.5% |
| SNOW Snowflake Inc. | 0.11% | 25,331 | $3.9M | Reduce -2.5% |
| GS Goldman Sachs Group Inc. | 0.11% | 6,666 | $3.8M | Add +3.6% |
| BDX Becton Dickinson and Co. | 0.11% | 16,666 | $3.8M | Reduce -4.3% |
| IWB iShares Russell 1000 ETF | 0.11% | 11,733 | $3.8M | No change |
| VNQ Vanguard Real Estate ETF | 0.10% | 41,726 | $3.7M | Reduce -27.1% |
| NFLX Netflix Inc. | 0.10% | 4,144 | $3.7M | Add +1.1% |
| PEY Invesco High Yield Equity Di | 0.10% | 171,360 | $3.6M | No change |
| MTD Mettler-Toledo International | 0.10% | 2,885 | $3.5M | Reduce -5.8% |
| FDS Factset Research Systems Inc. | 0.10% | 7,161 | $3.4M | Reduce -6.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.09% | 33,763 | $3.4M | Add +70.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 98,797 | $3.3M | Add +155.9% |
| COP Conocophillips | 0.09% | 33,184 | $3.3M | Add +3.2% |
| QCOM Qualcomm Inc. | 0.09% | 21,073 | $3.2M | Add +1.3% |
| S Sentinelone Inc. Class A | 0.09% | 141,676 | $3.1M | Reduce -0.0% |
| NKE Nike Inc. Class B | 0.08% | 39,618 | $3.0M | Reduce -11.5% |
| SLV iShares Silver Trust | 0.08% | 113,108 | $3.0M | Add +13.9% |
Portfolio Sells Q3 2024 → Q4 2024
| RPAR Rpar Risk Parity ETF | Reduce -16.8% | 5.75% | −1.72 |
| GUNR NT Mstar GLBL NR ETF | Reduce -7.8% | 3.28% | −0.68 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -9.6% | 1.66% | −0.33 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.9% | 3.49% | −0.21 |
| UPAR Ultra Risk Parity ETF | Reduce -3.4% | 0.95% | −0.15 |
| TLT iShares 20+ Year Treasury BD | Reduce -5.3% | 0.72% | −0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -1.9% | 1.06% | −0.11 |
| EDV Vanguard Extended Dur Treas | Reduce -56.5% | 0.06% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -1.8% | 2.27% | −0.10 |
| TIP iShares Tips Bond ETF | Reduce -0.6% | 3.27% | −0.07 |
| VTWO Vanguard Russell 2000 ETF | Reduce -6.7% | 1.21% | −0.06 |
| NLY Annaly Capital Management Inc. | Reduce -48.1% | 0.05% | −0.05 |
| BHK BlackRock Core Bond Trust | Sold out | 0.00% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -27.1% | 0.10% | −0.05 |
| ACWI iShares MSCI Acwi ETF | Reduce -2.0% | 2.77% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -3.1% | 0.28% | −0.05 |
| CARR Carrier Global Corp. | Reduce -5.5% | 0.17% | −0.04 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.32% | −0.04 |
| LIN Linde PLC | Reduce -5.6% | 0.20% | −0.04 |
| PEP Pepsico Inc. | Reduce -3.6% | 0.22% | −0.03 |
| MTD Mettler-Toledo International | Reduce -5.8% | 0.10% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -4.3% | 0.21% | −0.03 |
| NKE Nike Inc. Class B | Reduce -11.5% | 0.08% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -4.2% | 0.16% | −0.02 |
| GSBD Goldman Sachs BDC Inc. | Sold out | 0.00% | −0.02 |
| ADI Analog Devices Inc. | Reduce -4.3% | 0.20% | −0.02 |
| ADBE Adobe Inc. | Reduce -4.5% | 0.11% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -1.2% | 0.15% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -4.7% | 0.12% | −0.02 |
| IAU iShares Gold Trust | Reduce -7.4% | 0.29% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.02 |
| AMGN Amgen Inc. | Reduce -2.9% | 0.06% | −0.01 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.01 |
| MCO Moody's Corp. | Reduce -5.6% | 0.34% | −0.01 |
| XLE SS Energy Select Sector | Reduce -4.4% | 0.26% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -21.2% | 0.07% | −0.01 |
| ACRE Ares Commercial Real Estate | Reduce -48.6% | 0.01% | −0.01 |
| NEM Newmont Corp. | Reduce -17.3% | 0.02% | −0.01 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -63.2% | 0.01% | −0.01 |
| DHR Danaher Corp. | Reduce -0.8% | 0.05% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -7.0% | 0.04% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -15.5% | 0.04% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -4.3% | 0.11% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -41.9% | 0.01% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -32.7% | 0.01% | −0.01 |
| KVUE Kenvue Inc. | Reduce -39.5% | 0.01% | −0.01 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -25.9% | 0.02% | −0.01 |
| SGOL Abrdn Physical Gold Shares | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VTIP Vanguard Short-Term Tips | Add +87.6% | 1.10% | +0.52 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 4.43% | +0.29 |
| GLDM SPDR Gold Minishares Trust | Add +0.7% | 9.56% | +0.23 |
| NARI Inari Medical Inc. | Add +207.5% | 0.27% | +0.20 |
| DFAU Dimensional US Core Equity M | Add +6.8% | 1.96% | +0.20 |
| AAPL Apple Inc. | Add +2.3% | 1.79% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +18.4% | 1.36% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 2.17% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.8% | 0.73% | +0.13 |
| NVDA Nvidia Corp. | Add +13.9% | 0.57% | +0.13 |
| GNR State Street SPDR S&P Global | Add +285.7% | 0.15% | +0.11 |
| VT Vanguard Tot World STK ETF | Add +6.3% | 1.64% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 2.04% | +0.09 |
| TSLA Tesla Inc. | Add +14.3% | 0.17% | +0.08 |
| AVGO Broadcom Inc. | Add +56.3% | 0.14% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +152.8% | 0.12% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +115.0% | 0.11% | +0.06 |
| XYZ Block Inc. | Add +0.0% | 0.25% | +0.06 |
| ESGE iShares Inc. iShares ESG Awar | Add +155.9% | 0.09% | +0.05 |
| META Meta Platforms Inc. Class A | Add +2.1% | 0.81% | +0.05 |
| ESGV Vanguard ESG US Stock ETF | Add +11.2% | 0.33% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.6% | 1.87% | +0.05 |
| VONE Vanguard Russell 1000 | Add +1.4% | 0.71% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +70.0% | 0.09% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | New | 0.04% | +0.04 |
| VGSH Vanguard Short-Term Treasury | New | 0.04% | +0.04 |
| HLI Houlihan Lokey Inc. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +3.9% | 0.19% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +7.7% | 0.16% | +0.03 |
| ROK Rockwell Automation Inc. | Add +157.5% | 0.05% | +0.03 |
| IVE iShares S&P 500 Value ETF | Add +3.6% | 1.25% | +0.03 |
| V Visa Inc. Class A | Add +6.2% | 0.12% | +0.02 |
| NFLX Netflix Inc. | Add +1.1% | 0.10% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.02% | +0.02 |
| MSFT Microsoft Corp. | Add +1.8% | 1.26% | +0.02 |
| GLD SPDR Gold Shares | Add +4.3% | 0.37% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +3.6% | 0.11% | +0.02 |
| PG The Procter & Gamble Co. | Add +13.5% | 0.18% | +0.02 |
| AGI Alamos Gold Inc. Class A | Add +48.5% | 0.07% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +26.0% | 0.08% | +0.02 |
| BAC Bank of America Corp. | Add +30.9% | 0.06% | +0.02 |
| CME Cme Group Inc. | Add +0.4% | 0.16% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +34.7% | 0.04% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +20.4% | 0.13% | +0.02 |
| CRM Salesforce Inc. | Add +12.7% | 0.05% | +0.01 |
| NOW ServiceNow Inc. | Add +1.6% | 0.07% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.01% | +0.01 |
| MCD McDonald's Corp. | Add +31.2% | 0.06% | +0.01 |
| SRE Sempra | Add +14.4% | 0.07% | +0.01 |
| WMT Walmart Inc. | Add +11.1% | 0.06% | +0.01 |
Options Activity Q3 2024 → Q4 2024
| META Meta Platforms Inc. Class A | put | Sold out | 33,100 | $18.9Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $1.6M | RPAR, NVDA, AAPL, VTI |
| Q1 2026 | 697 | $5.4B | GLDM, IVV, SCHP, GUNR, RPAR |
| Q4 2025 | 665 | $5.2B | GLDM, IVV, SCHP, RPAR, VTI |
| Q3 2025 | 632 | $4.8B | GLDM, IVV, RPAR, SCHP, VTI |
| Q2 2025 | 585 | $4.3B | GLDM, IVV, RPAR, SCHP, VTI |
| Q1 2025 | 450 | $3.8B | GLDM, IVV, RPAR, VTI, SCHP |
| Q4 2024 | 434 | $3.6B | IVV, GLDM, RPAR, VTI, SCHP |
| Q3 2024 | 417 | $3.7B | IVV, GLDM, RPAR, VTI, GUNR |
| Q2 2024 | 104 | $68.2M | UPAR, ESGV, VSGX, SCHV, QCOM |
| Q1 2024 | 400 | $3.4B | IVV, GLDM, RPAR, GUNR, SCHP |