Evoke Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Evoke Wealth, LLC reported 450 stock positions worth $3.8 billion. Its top holding was SPDR Gold Minishares Trust (GLDM) at 11.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.2%) and Rpar Risk Parity ETF (RPAR, 5.6%). Compared with Q4 2024, it opened 37 new positions, sold out of 21, added to 217 and reduced 117. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +4%) and the biggest sale Meta Platforms Class A (META, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001793432
- Portfolio Value
- $3.8B (Q1 2025)
- SEC Filing
- 0001172661-25-001752 ↗ filed May 13, 2025
Holdings Value
Holdings 450 stocks · $3.8B
| GLDM SPDR Gold Minishares Trust | 11.05% | 6,844,570 | $423.6M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 9.24% | 629,942 | $354.0M | Add +1.2% |
| RPAR Rpar Risk Parity ETF | 5.60% | 10,902,610 | $214.7M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 4.04% | 563,450 | $154.9M | Add +2.5% |
| SCHP Schwab U.S. Tips ETF | 3.90% | 5,558,246 | $149.5M | Add +14.3% |
| GUNR NT Mstar GLBL NR ETF | 3.74% | 3,690,983 | $143.2M | Add +13.7% |
| TIP iShares Tips Bond ETF | 3.18% | 1,097,031 | $121.9M | Reduce -0.4% |
| OEF iShares S&P 100 ETF | 3.01% | 425,681 | $115.3M | Reduce -1.8% |
| ACWI iShares MSCI Acwi ETF | 2.50% | 822,066 | $95.7M | Reduce -2.9% |
| VEA Vanguard Ftse Developed ETF | 2.19% | 1,653,032 | $84.0M | Add +6.5% |
| AAPL Apple Inc. | 2.10% | 362,559 | $80.5M | Add +40.9% |
| VOO Vanguard S&P 500 ETF | 1.99% | 148,596 | $76.4M | Add +2.8% |
| AGG iShares Core U.S. Aggregate | 1.97% | 764,238 | $75.6M | Reduce -9.1% |
| DFAU Dimensional US Core Equity M | 1.87% | 1,861,542 | $71.6M | Add +7.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.76% | 120,372 | $67.5M | Reduce -3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.71% | 379,916 | $65.6M | Reduce -4.0% |
| NVDA Nvidia Corp. | 1.70% | 602,723 | $65.3M | Add +294.9% |
| MBB iShares MBS ETF | 1.65% | 676,187 | $63.4M | Add +2.1% |
| DFAI Dimensional International Co. | 1.64% | 2,015,129 | $62.9M | Add +9.3% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.54% | 1,074,833 | $58.9M | Reduce -6.0% |
| VWO Vanguard Ftse Emerging Marke | 1.49% | 1,264,388 | $57.2M | Add +13.7% |
| VT Vanguard Tot World STK ETF | 1.48% | 488,130 | $56.6M | Reduce -2.6% |
| VTIP Vanguard Short-Term Tips | 1.21% | 932,697 | $46.5M | Add +14.1% |
| IVE iShares S&P 500 Value ETF | 1.21% | 242,324 | $46.2M | Add +3.0% |
| MSFT Microsoft Corp. | 1.14% | 116,714 | $43.8M | Add +8.4% |
| DFAE Dimensional Emerging Core Eq | 1.08% | 1,598,619 | $41.4M | Add +19.6% |
| VTWO Vanguard Russell 2000 ETF | 1.05% | 499,756 | $40.3M | Add +2.8% |
| UPAR Ultra Risk Parity ETF | 1.03% | 2,852,846 | $39.4M | Add +8.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.98% | 683,358 | $37.6M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.85% | 167,801 | $32.6M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 0.74% | 183,133 | $28.3M | Add +46.1% |
| AMZN Amazon.com Inc. | 0.66% | 133,848 | $25.5M | Add +11.5% |
| VONE Vanguard Russell 1000 | 0.64% | 96,853 | $24.6M | Add +0.7% |
| TLT iShares 20+ Year Treasury BD | 0.59% | 249,339 | $22.7M | Reduce -15.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.56% | 208,130 | $21.5M | Add +516.4% |
| MA Mastercard Inc. Class A | 0.50% | 34,731 | $19.0M | Add +13.8% |
| KKR KKR & Co. Inc. | 0.47% | 156,973 | $18.1M | Add +2973.1% |
| DOCS Doximity Inc. Class A | 0.43% | 282,524 | $16.4M | Add +17.7% |
| GOOG Alphabet Inc. Class C | 0.43% | 104,769 | $16.4M | Add +256.8% |
| VGIT Vanguard Intermediate-Term T | 0.42% | 270,074 | $16.0M | Add +2.2% |
| GLD SPDR Gold Shares | 0.40% | 52,926 | $15.3M | Reduce -4.7% |
| IAU iShares Gold Trust | 0.32% | 207,704 | $12.2M | No change |
| JNJ Johnson & Johnson | 0.32% | 73,364 | $12.2M | Reduce -7.0% |
| ESGV Vanguard ESG US Stock ETF | 0.30% | 115,466 | $11.3M | Add +3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 20,013 | $10.7M | Add +4.5% |
| MCO Moody's Corp. | 0.28% | 22,827 | $10.6M | Reduce -10.8% |
| AZO AutoZone Inc. | 0.28% | 2,779 | $10.6M | Reduce -11.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 22,214 | $10.4M | Add +21.4% |
| META Meta Platforms Inc. Class A | 0.27% | 17,683 | $10.2M | Reduce -64.5% |
| UNH Unitedhealth Group Inc. | 0.25% | 18,158 | $9.5M | Reduce -7.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 67,879 | $8.3M | Reduce -7.5% |
| V Visa Inc. Class A | 0.20% | 21,791 | $7.6M | Add +54.5% |
| ORCL Oracle Corp. | 0.20% | 54,141 | $7.6M | Reduce -7.1% |
| VNQ Vanguard Real Estate ETF | 0.19% | 78,773 | $7.1M | Add +88.8% |
| LIN Linde PLC | 0.19% | 15,238 | $7.1M | Reduce -9.6% |
| JPM JPMorgan Chase & Co. | 0.18% | 28,577 | $7.0M | Add +2.6% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 80,482 | $6.8M | Reduce -8.3% |
| PEP Pepsico Inc. | 0.18% | 45,286 | $6.8M | Reduce -10.6% |
| CVX Chevron Corp. | 0.17% | 39,094 | $6.5M | Reduce -10.5% |
| LOW Lowe's Cos Inc. | 0.17% | 27,322 | $6.4M | Reduce -8.9% |
| PG The Procter & Gamble Co. | 0.17% | 37,132 | $6.3M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.17% | 7,658 | $6.3M | Add +2.6% |
| ADI Analog Devices Inc. | 0.16% | 31,108 | $6.3M | Reduce -8.5% |
| CME Cme Group Inc. | 0.16% | 22,495 | $6.0M | Reduce -8.8% |
| XYZ Block Inc. | 0.15% | 109,107 | $5.9M | Add +5.0% |
| MSCI MSCI Inc. | 0.15% | 10,117 | $5.7M | Reduce -7.5% |
| SHW The Sherwin-Williams Co. | 0.14% | 15,756 | $5.5M | Reduce -9.6% |
| CARR Carrier Global Corp. | 0.14% | 81,603 | $5.2M | Reduce -9.4% |
| CL Colgate-Palmolive Co. | 0.13% | 54,908 | $5.1M | Reduce -7.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.13% | 86,228 | $5.1M | Add +4.1% |
| ABBV Abbvie Inc. | 0.13% | 23,874 | $5.0M | Add +6.2% |
| IWM iShares Russell 2000 ETF | 0.13% | 24,924 | $5.0M | Add +3.5% |
| GNR State Street SPDR S&P Global | 0.12% | 83,655 | $4.5M | Reduce -23.4% |
| XOM Exxon Mobil Corp. | 0.12% | 37,351 | $4.4M | Add +1.3% |
| SM SM Energy Co. | 0.12% | 148,207 | $4.4M | Reduce -3.1% |
| PGF Invesco Financial Preferred | 0.11% | 300,903 | $4.3M | Reduce -1.3% |
| OTIS Otis Worldwide Corp. | 0.11% | 41,125 | $4.2M | Reduce -10.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 42,153 | $4.2M | Reduce -0.6% |
| INTU Intuit Inc. | 0.11% | 6,675 | $4.1M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.11% | 24,303 | $4.1M | Add +10.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 10,867 | $4.0M | Add +6.0% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 23,137 | $4.0M | Add +0.1% |
| SLV iShares Silver Trust | 0.10% | 128,544 | $4.0M | Add +13.7% |
| SNOW Snowflake Inc. | 0.10% | 26,258 | $3.8M | Add +3.7% |
| NFLX Netflix Inc. | 0.10% | 4,092 | $3.8M | Reduce -1.3% |
| PEY Invesco High Yield Equity Di | 0.10% | 171,360 | $3.7M | No change |
| GGG Graco Inc. | 0.10% | 43,824 | $3.7M | Reduce -9.8% |
| AGI Alamos Gold Inc. Class A | 0.10% | 136,787 | $3.7M | Add +7.6% |
| GS Goldman Sachs Group Inc. | 0.09% | 6,625 | $3.6M | Reduce -0.6% |
| COP Conocophillips | 0.09% | 34,309 | $3.6M | Add +3.4% |
| IWB iShares Russell 1000 ETF | 0.09% | 11,733 | $3.6M | No change |
| VXUS Vanguard Total Intl Stock | 0.09% | 57,393 | $3.6M | Add +284.2% |
| DFIV Dimensional International Va | 0.09% | 88,867 | $3.5M | Add +573.5% |
| BDX Becton Dickinson and Co. | 0.09% | 15,136 | $3.5M | Reduce -9.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 98,813 | $3.5M | Add +0.0% |
| LINE Lineage Inc. | 0.09% | 58,300 | $3.4M | New |
| EDV Vanguard Extended Dur Treas | 0.09% | 47,522 | $3.4M | Add +42.9% |
| QCOM Qualcomm Inc. | 0.09% | 21,594 | $3.3M | Add +2.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 12,530 | $3.2M | Add +13.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 4 | $3.2M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | Reduce -64.5% | 0.27% | −0.55 |
| OEF iShares S&P 100 ETF | Reduce -1.8% | 3.01% | −0.48 |
| AGG iShares Core U.S. Aggregate | Reduce -9.1% | 1.97% | −0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 1.76% | −0.28 |
| NARI Inari Medical Inc. | Sold out | 0.00% | −0.27 |
| ACWI iShares MSCI Acwi ETF | Reduce -2.9% | 2.50% | −0.27 |
| XLE SS Energy Select Sector | Reduce -88.8% | 0.03% | −0.23 |
| VT Vanguard Tot World STK ETF | Reduce -2.6% | 1.48% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.0% | 1.71% | −0.15 |
| RPAR Rpar Risk Parity ETF | Reduce -1.4% | 5.60% | −0.15 |
| TLT iShares 20+ Year Treasury BD | Reduce -15.5% | 0.59% | −0.12 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -6.0% | 1.54% | −0.12 |
| TSLA Tesla Inc. | Reduce -33.1% | 0.07% | −0.10 |
| TIP iShares Tips Bond ETF | Reduce -0.4% | 3.18% | −0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -0.9% | 0.98% | −0.08 |
| ORCL Oracle Corp. | Reduce -7.1% | 0.20% | −0.07 |
| MCO Moody's Corp. | Reduce -10.8% | 0.28% | −0.06 |
| SM SM Energy Co. | Reduce -3.1% | 0.12% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -8.9% | 0.17% | −0.04 |
| PEP Pepsico Inc. | Reduce -10.6% | 0.18% | −0.04 |
| ADI Analog Devices Inc. | Reduce -8.5% | 0.16% | −0.04 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.04 |
| IWR iShares Russell Mid-Cap ETF | Reduce -8.3% | 0.18% | −0.04 |
| CARR Carrier Global Corp. | Reduce -9.4% | 0.14% | −0.04 |
| GNR State Street SPDR S&P Global | Reduce -23.4% | 0.12% | −0.04 |
| MSCI MSCI Inc. | Reduce -7.5% | 0.15% | −0.03 |
| TJX TJX Companies Inc. | Reduce -7.5% | 0.22% | −0.03 |
| ADBE Adobe Inc. | Reduce -9.9% | 0.08% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -7.5% | 0.25% | −0.03 |
| GKOS Glaukos Corp. | Reduce -30.0% | 0.02% | −0.03 |
| NKE Nike Inc. Class B | Reduce -10.3% | 0.06% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.11% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -9.6% | 0.14% | −0.02 |
| FDS Factset Research Systems Inc. | Reduce -11.8% | 0.07% | −0.02 |
| SRE Sempra | Reduce -8.2% | 0.05% | −0.02 |
| MTD Mettler-Toledo International | Reduce -11.0% | 0.08% | −0.02 |
| GGG Graco Inc. | Reduce -9.8% | 0.10% | −0.02 |
| FLG Flagstar Bank NA | Sold out | 0.00% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -7.2% | 0.13% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -9.2% | 0.09% | −0.01 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.01 |
| AXP American Express Co. | Reduce -0.6% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.4% | 0.17% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.6% | 0.09% | −0.01 |
| LIN Linde PLC | Reduce -9.6% | 0.19% | −0.01 |
| PGF Invesco Financial Preferred | Reduce -1.3% | 0.11% | −0.01 |
| INTU Intuit Inc. | Reduce -1.2% | 0.11% | −0.01 |
| CAVA Cava Group Inc. | Reduce -52.2% | 0.01% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Reduce -2.5% | 0.04% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GLDM SPDR Gold Minishares Trust | Add +3.6% | 11.05% | +1.50 |
| NVDA Nvidia Corp. | Add +294.9% | 1.70% | +1.13 |
| STIP iShares 0-5 Year Tips Bond E | Add +516.4% | 0.56% | +0.47 |
| GUNR NT Mstar GLBL NR ETF | Add +13.7% | 3.74% | +0.45 |
| KKR KKR & Co. Inc. | Add +2973.1% | 0.47% | +0.45 |
| SCHP Schwab U.S. Tips ETF | Add +14.3% | 3.90% | +0.41 |
| AAPL Apple Inc. | Add +40.9% | 2.10% | +0.31 |
| GOOG Alphabet Inc. Class C | Add +256.8% | 0.43% | +0.27 |
| DFAI Dimensional International Co. | Add +9.3% | 1.64% | +0.14 |
| DFAE Dimensional Emerging Core Eq | Add +19.6% | 1.08% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +13.7% | 1.49% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +6.5% | 2.19% | +0.13 |
| VTIP Vanguard Short-Term Tips | Add +14.1% | 1.21% | +0.11 |
| LINE Lineage Inc. | New | 0.09% | +0.09 |
| VNQ Vanguard Real Estate ETF | Add +88.8% | 0.19% | +0.08 |
| UPAR Ultra Risk Parity ETF | Add +8.4% | 1.03% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +46.1% | 0.74% | +0.08 |
| DFIV Dimensional International Va | Add +573.5% | 0.09% | +0.08 |
| V Visa Inc. Class A | Add +54.5% | 0.20% | +0.08 |
| DOCS Doximity Inc. Class A | Add +17.7% | 0.43% | +0.07 |
| VXUS Vanguard Total Intl Stock | Add +284.2% | 0.09% | +0.07 |
| MA Mastercard Inc. Class A | Add +13.8% | 0.50% | +0.05 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +594.5% | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.5% | 0.28% | +0.04 |
| GDX Vaneck Gold Miners ETF | Add +40.9% | 0.08% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +173.5% | 0.05% | +0.03 |
| OAKM Oakmark US Large Cap ETF | New | 0.03% | +0.03 |
| AGI Alamos Gold Inc. Class A | Add +7.6% | 0.10% | +0.03 |
| DFAX Dimensional World Ex US Core | New | 0.03% | +0.03 |
| EDV Vanguard Extended Dur Treas | Add +42.9% | 0.09% | +0.03 |
| TTD Trade Desk Inc./the Class A | Add +711.7% | 0.03% | +0.02 |
| SLV iShares Silver Trust | Add +13.7% | 0.10% | +0.02 |
| AEM Agnico Eagle Mines Ltd. | Add +11.7% | 0.06% | +0.02 |
| ABBV Abbvie Inc. | Add +6.2% | 0.13% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +201.6% | 0.03% | +0.02 |
| BAC Bank of America Corp. | Add +49.0% | 0.07% | +0.02 |
| ANET Arista Networks Inc. | Add +293.2% | 0.03% | +0.02 |
| REAL The Realreal Inc. | Add +573.7% | 0.02% | +0.02 |
| BND Vanguard Total Bond Market | Add +88.9% | 0.03% | +0.01 |
| IGOV iShares International Treasu | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +216.9% | 0.02% | +0.01 |
| SIL Global X Silver Miners ETF | Add +78.8% | 0.03% | +0.01 |
| ET Energy Transfer LP | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +21.4% | 0.27% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Add +40.0% | 0.05% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +42.7% | 0.05% | +0.01 |
| AMGN Amgen Inc. | Add +4.5% | 0.07% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.01% | +0.01 |
| NOC Northrop Grumman Corp. | New | 0.01% | +0.01 |
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 |