Evoke Wealth, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Evoke Wealth, LLC reported 632 stock positions worth $4.8 billion. Its top holding was SPDR Gold Minishares Trust (GLDM) at 11.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.9%) and Rpar Risk Parity ETF (RPAR, 4.5%). Compared with Q2 2025, it opened 83 new positions, sold out of 36, added to 314 and reduced 164. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +3%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001793432
- Portfolio Value
- $4.8B (Q3 2025)
- SEC Filing
- 0001172661-25-004907 ↗ filed Nov 14, 2025
Holdings Value
Holdings 632 stocks · $4.8B
| GLDM SPDR Gold Minishares Trust | 11.56% | 7,251,662 | $554.4M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 8.91% | 638,360 | $427.3M | Reduce -0.7% |
| RPAR Rpar Risk Parity ETF | 4.49% | 10,217,556 | $215.5M | Add +6.6% |
| SCHP Schwab U.S. Tips ETF | 4.36% | 7,751,122 | $208.9M | Add +14.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.03% | 587,652 | $193.4M | Add +1.6% |
| GUNR NT Mstar GLBL NR ETF | 3.84% | 4,205,226 | $184.1M | Add +5.9% |
| OEF iShares S&P 100 ETF | 2.92% | 421,208 | $140.2M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.57% | 659,507 | $123.1M | Add +4.7% |
| TIP iShares Tips Bond ETF | 2.41% | 1,037,516 | $115.4M | Reduce -2.3% |
| ACWI iShares MSCI Acwi ETF | 2.34% | 812,866 | $112.4M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 2.33% | 1,867,022 | $111.9M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 2.18% | 170,052 | $104.4M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.15% | 154,414 | $103.1M | Add +24.8% |
| AAPL Apple Inc. | 2.03% | 382,684 | $97.4M | Add +5.4% |
| DFAU Dimensional US Core Equity M | 1.95% | 2,042,994 | $93.5M | Add +1.8% |
| DFAI Dimensional International Co. | 1.80% | 2,373,033 | $86.3M | Add +4.4% |
| VWO Vanguard Ftse Emerging Marke | 1.63% | 1,443,196 | $78.2M | Add +8.3% |
| MBB iShares MBS ETF | 1.46% | 733,887 | $69.8M | Add +4.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.45% | 370,045 | $69.4M | Reduce -2.0% |
| MSFT Microsoft Corp. | 1.39% | 128,796 | $66.7M | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 1.37% | 653,441 | $65.5M | Reduce -8.7% |
| VT Vanguard Tot World STK ETF | 1.34% | 467,124 | $64.4M | Reduce -0.2% |
| VTIP Vanguard Short-Term Tips | 1.30% | 1,233,738 | $62.5M | Add +14.7% |
| DFAE Dimensional Emerging Core Eq | 1.23% | 1,863,434 | $58.8M | Add +5.6% |
| IVE iShares S&P 500 Value ETF | 1.06% | 245,376 | $50.7M | Reduce -0.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.03% | 733,764 | $49.5M | Add +4.0% |
| VTWO Vanguard Russell 2000 ETF | 1.00% | 489,987 | $47.9M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.00% | 196,967 | $47.9M | Add +4.8% |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.86% | 772,559 | $41.2M | Reduce -19.6% |
| VIG Vanguard Dividend Apprec ETF | 0.79% | 174,778 | $37.9M | Add +3.8% |
| UPAR Ultra Risk Parity ETF | 0.78% | 2,481,240 | $37.3M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 0.67% | 145,849 | $32.0M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 0.59% | 116,496 | $28.4M | Add +4.9% |
| VONE Vanguard Russell 1000 | 0.57% | 90,580 | $27.4M | Reduce -3.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.50% | 233,903 | $24.2M | Add +8.8% |
| GLD SPDR Gold Shares | 0.43% | 57,675 | $20.5M | Add +5.7% |
| META Meta Platforms Inc. Class A | 0.38% | 25,067 | $18.4M | Add +24.5% |
| MA Mastercard Inc. Class A | 0.37% | 31,513 | $17.9M | Reduce -12.5% |
| DOCS Doximity Inc. Class A | 0.35% | 229,637 | $16.8M | Reduce -13.4% |
| ORCL Oracle Corp. | 0.31% | 53,675 | $15.1M | Add +1.0% |
| IAU iShares Gold Trust | 0.31% | 206,701 | $15.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 24,158 | $14.5M | Add +4.3% |
| JNJ Johnson & Johnson | 0.30% | 76,841 | $14.2M | Add +2.5% |
| VGIT Vanguard Intermediate-Term T | 0.29% | 234,223 | $14.1M | Reduce -6.2% |
| TLT iShares 20+ Year Treasury BD | 0.29% | 155,340 | $13.9M | Reduce -22.1% |
| JPM JPMorgan Chase & Co. | 0.24% | 37,252 | $11.8M | Add +11.2% |
| AVGO Broadcom Inc. | 0.24% | 35,519 | $11.7M | Add +9.9% |
| AZO AutoZone Inc. | 0.24% | 2,670 | $11.5M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 22,708 | $11.4M | Reduce -2.5% |
| ESGV Vanguard ESG US Stock ETF | 0.23% | 92,972 | $11.0M | Reduce -21.4% |
| IGOV iShares International Treasu | 0.23% | 255,706 | $10.9M | Add +90.8% |
| MCO Moody's Corp. | 0.22% | 22,185 | $10.6M | Reduce -0.2% |
| SLV iShares Silver Trust | 0.19% | 214,748 | $9.1M | Add +30.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.19% | 102,069 | $8.9M | Add +449.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 60,926 | $8.8M | Reduce -8.7% |
| VNQ Vanguard Real Estate ETF | 0.18% | 93,524 | $8.5M | Add +7.0% |
| V Visa Inc. Class A | 0.18% | 24,876 | $8.5M | Add +6.8% |
| LLY Eli Lilly & Co. | 0.16% | 10,248 | $7.8M | Add +18.4% |
| ADI Analog Devices Inc. | 0.16% | 30,680 | $7.5M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.15% | 30,551 | $7.4M | Add +18.9% |
| VXUS Vanguard Total Intl Stock | 0.15% | 96,147 | $7.1M | Add +17.0% |
| ABBV Abbvie Inc. | 0.15% | 30,208 | $7.0M | Add +5.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.15% | 100,685 | $7.0M | Add +16.6% |
| LOW Lowe's Cos Inc. | 0.14% | 26,988 | $6.8M | Add +0.2% |
| CVX Chevron Corp. | 0.14% | 43,040 | $6.7M | Add +7.0% |
| TSLA Tesla Inc. | 0.14% | 15,022 | $6.7M | Add +3.3% |
| IBIT iShares Bitcoin Trust ETF | 0.14% | 102,101 | $6.6M | Add +33.8% |
| UNH Unitedhealth Group Inc. | 0.14% | 19,172 | $6.6M | Add +4.7% |
| PEP Pepsico Inc. | 0.13% | 45,536 | $6.4M | Reduce -0.7% |
| SNOW Snowflake Inc. | 0.13% | 28,343 | $6.4M | Reduce -0.9% |
| LIN Linde PLC | 0.13% | 13,330 | $6.3M | Reduce -12.4% |
| GDX Vaneck Gold Miners ETF | 0.13% | 79,556 | $6.1M | Add +19.8% |
| GNR State Street SPDR S&P Global | 0.13% | 101,560 | $6.0M | Add +6.9% |
| NFLX Netflix Inc. | 0.12% | 4,938 | $5.9M | Add +6.7% |
| CME Cme Group Inc. | 0.12% | 21,463 | $5.8M | Reduce -2.7% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 58,754 | $5.7M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.12% | 7,099 | $5.7M | Add +4.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 18,985 | $5.6M | Add +54.4% |
| MSCI MSCI Inc. | 0.11% | 9,523 | $5.4M | Reduce -3.4% |
| XME SS SPDR S&P Metals Mining | 0.11% | 57,677 | $5.4M | Add +152.6% |
| IWB iShares Russell 1000 ETF | 0.11% | 14,489 | $5.3M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.11% | 33,705 | $5.2M | Reduce -13.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 44,545 | $5.1M | Add +4.1% |
| XOM Exxon Mobil Corp. | 0.11% | 45,099 | $5.1M | Add +10.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 10,047 | $4.8M | Reduce -7.5% |
| SHW The Sherwin-Williams Co. | 0.10% | 13,890 | $4.8M | Reduce -6.4% |
| AGI Alamos Gold Inc. Class A | 0.10% | 137,457 | $4.8M | Reduce -3.8% |
| PGF Invesco Financial Preferred | 0.10% | 318,324 | $4.7M | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 24,069 | $4.6M | Add +2.7% |
| CARR Carrier Global Corp. | 0.09% | 75,849 | $4.5M | Reduce -4.5% |
| DFIV Dimensional International Va | 0.09% | 95,368 | $4.4M | Reduce -0.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 99,049 | $4.3M | Reduce 0.0% |
| CL Colgate-Palmolive Co. | 0.09% | 52,010 | $4.2M | Reduce -3.7% |
| QCOM Qualcomm Inc. | 0.09% | 24,564 | $4.1M | Add +9.0% |
| COST Costco Wholesale Corp. | 0.09% | 4,405 | $4.1M | Add +34.5% |
| INTU Intuit Inc. | 0.08% | 5,963 | $4.1M | Reduce -15.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 78,845 | $4.1M | Add +11.5% |
| WMT Walmart Inc. | 0.08% | 38,607 | $4.0M | Add +32.6% |
| NOW ServiceNow Inc. | 0.08% | 4,312 | $4.0M | Add +0.2% |
| AEM Agnico Eagle Mines Ltd. | 0.08% | 22,856 | $3.9M | Reduce -4.0% |
Options reported separately and not counted above: NVDA puts ($80.7M), AAPL puts ($18.5M), GOOG puts ($16.5M), GOOGL puts ($14.0M), DOCS puts ($3.7M), AMZN puts ($3.6M), MSFT puts ($1.9M), SPY puts ($1.5M), ANET puts ($1.2M), QQQ puts ($480K), NOW puts ($460K), VXX calls ($388K), and 7 more.
Portfolio Sells Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 8.91% | −0.45 |
| TIP iShares Tips Bond ETF | Reduce -2.3% | 2.41% | −0.33 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -19.6% | 0.86% | −0.32 |
| AGG iShares Core U.S. Aggregate | Reduce -8.7% | 1.37% | −0.30 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.0% | 1.45% | −0.13 |
| TLT iShares 20+ Year Treasury BD | Reduce -22.1% | 0.29% | −0.12 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.2% | 2.34% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -12.5% | 0.37% | −0.10 |
| OEF iShares S&P 100 ETF | Reduce -0.1% | 2.92% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -0.6% | 1.06% | −0.07 |
| ESGV Vanguard ESG US Stock ETF | Reduce -21.4% | 0.23% | −0.07 |
| VT Vanguard Tot World STK ETF | Reduce -0.2% | 1.34% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -6.2% | 0.29% | −0.06 |
| MIDD Middleby Corp. | Reduce -88.9% | 0.01% | −0.05 |
| VONE Vanguard Russell 1000 | Reduce -3.6% | 0.57% | −0.05 |
| INTU Intuit Inc. | Reduce -15.7% | 0.08% | −0.05 |
| COP Conocophillips | Reduce -54.7% | 0.03% | −0.04 |
| CARR Carrier Global Corp. | Reduce -4.5% | 0.09% | −0.04 |
| MCO Moody's Corp. | Reduce -0.2% | 0.22% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -13.4% | 0.11% | −0.04 |
| UPAR Ultra Risk Parity ETF | Reduce -0.0% | 0.78% | −0.04 |
| LIN Linde PLC | Reduce -12.4% | 0.13% | −0.04 |
| DOCS Doximity Inc. Class A | Reduce -13.4% | 0.35% | −0.03 |
| FISV Fiserv Inc. | Reduce -63.9% | 0.01% | −0.03 |
| FDS Factset Research Systems Inc. | Reduce -2.3% | 0.04% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -3.7% | 0.09% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.24% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -35.7% | 0.04% | −0.02 |
| DSL Doubleline Income Solutions | Reduce -31.4% | 0.03% | −0.02 |
| CME Cme Group Inc. | Reduce -2.7% | 0.12% | −0.02 |
| SM SM Energy Co. | Reduce -14.7% | 0.07% | −0.02 |
| MSCI MSCI Inc. | Reduce -3.4% | 0.11% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -4.8% | 0.07% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -6.4% | 0.10% | −0.02 |
| BIT BlackRock Multi-Sector Inc. | Reduce -59.4% | 0.01% | −0.02 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -48.2% | 0.01% | −0.02 |
| TTD Trade Desk Inc./the Class A | Reduce -11.7% | 0.02% | −0.02 |
| ADBE Adobe Inc. | Reduce -1.2% | 0.07% | −0.02 |
| SNOW Snowflake Inc. | Reduce -0.9% | 0.13% | −0.02 |
| ADI Analog Devices Inc. | Reduce -1.3% | 0.16% | −0.02 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.02 |
| FTNT Fortinet Inc. | Reduce -32.5% | 0.01% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -20.2% | 0.03% | −0.01 |
| GGG Graco Inc. | Reduce -3.0% | 0.07% | −0.01 |
| CRM Salesforce Inc. | Reduce -7.6% | 0.03% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -23.2% | 0.03% | −0.01 |
| GBDC Golub Capital BDC Inc. | Reduce -53.8% | 0.01% | −0.01 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.01 |
| MIN Aberdeen Intermediate Inc. FD | Reduce -49.4% | 0.01% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| GLDM SPDR Gold Minishares Trust | Add +3.1% | 11.56% | +0.76 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +24.8% | 2.15% | +0.35 |
| AAPL Apple Inc. | Add +5.4% | 2.03% | +0.28 |
| NVDA Nvidia Corp. | Add +4.7% | 2.57% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 1.00% | +0.22 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +449.1% | 0.19% | +0.15 |
| SCHP Schwab U.S. Tips ETF | Add +14.8% | 4.36% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +4.9% | 0.59% | +0.13 |
| GUNR NT Mstar GLBL NR ETF | Add +5.9% | 3.84% | +0.10 |
| IGOV iShares International Treasu | Add +90.8% | 0.23% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +8.3% | 1.63% | +0.08 |
| XME SS SPDR S&P Metals Mining | Add +152.6% | 0.11% | +0.08 |
| CPRT Copart Inc. | New | 0.06% | +0.06 |
| SLV iShares Silver Trust | Add +30.0% | 0.19% | +0.06 |
| HLT Hilton Worldwide Holdings Inc. | Add +459.5% | 0.07% | +0.05 |
| GDX Vaneck Gold Miners ETF | Add +19.8% | 0.13% | +0.05 |
| ORCL Oracle Corp. | Add +1.0% | 0.31% | +0.04 |
| GLD SPDR Gold Shares | Add +5.7% | 0.43% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +54.4% | 0.12% | +0.04 |
| AVGO Broadcom Inc. | Add +9.9% | 0.24% | +0.04 |
| META Meta Platforms Inc. Class A | Add +24.5% | 0.38% | +0.04 |
| VTIP Vanguard Short-Term Tips | Add +14.7% | 1.30% | +0.03 |
| TSLA Tesla Inc. | Add +3.3% | 0.14% | +0.03 |
| PFF iShares Preferred & Income S | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +33.8% | 0.14% | +0.03 |
| JNJ Johnson & Johnson | Add +2.5% | 0.30% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +5.6% | 1.23% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +51.2% | 0.08% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +18.9% | 0.15% | +0.02 |
| FBND Fidelity Total Bond ETF | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +5.5% | 0.15% | +0.02 |
| PAVE Global X US Infrastructure | Add +40.8% | 0.08% | +0.02 |
| EFV iShares MSCI Eafe Value ETF | Add +183.7% | 0.03% | +0.02 |
| MUC BlackRock Munihold Ca QLTY | Add +57.7% | 0.06% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +59.4% | 0.06% | +0.02 |
| PPLT Abrdn Physical Platinum SHRS | New | 0.02% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +67.8% | 0.05% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +39.0% | 0.04% | +0.02 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +43.6% | 0.08% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +11.2% | 0.24% | +0.02 |
| HDV iShares Core High Dividend E | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +32.6% | 0.08% | +0.02 |
| ACRE Ares Commercial Real Estate | Add +318.7% | 0.02% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +56.4% | 0.05% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +30.2% | 0.04% | +0.02 |
| MS Morgan Stanley | Add +39.4% | 0.05% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +17.0% | 0.15% | +0.01 |
| ANET Arista Networks Inc. | Add +0.0% | 0.07% | +0.01 |
| DVY iShares Select Dividend ETF | Add +32.6% | 0.06% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +16.6% | 0.15% | +0.01 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +83.3% | 2,200 | $1.5M |
| QQQ Invesco QQQ Trust Series 1 | put | Add +100.0% | 800 | $480K |
| VXX Ipath Series B S&P 500 Vix | call | New | 11,700 | $388K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 400 | $266K |
| TLT iShares 20+ Year Treasury BD | put | New | 1,300 | $116K |
| TLT iShares 20+ Year Treasury BD | call | New | 1,300 | $116K |
| XLI SS Industrial Select Sector | put | New | 200 | $31K |
| XLI SS Industrial Select Sector | call | New | 200 | $31K |
| INTC Intel Corp. | call | Sold out | 1,000 | $22Kbefore 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 |