Evoke Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Evoke Wealth, LLC reported 665 stock positions worth $5.2 billion. Its top holding was SPDR Gold Minishares Trust (GLDM) at 12.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.3%) and Schwab U.S. Tips ETF (SCHP, 4.6%). Compared with Q3 2025, it opened 89 new positions, sold out of 56, added to 346 and reduced 178. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +2%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001793432
- Portfolio Value
- $5.2B (Q4 2025)
- SEC Filing
- 0001172661-26-000529 ↗ filed Feb 6, 2026
Holdings Value
Holdings 665 stocks · $5.2B
| GLDM SPDR Gold Minishares Trust | 12.11% | 7,374,785 | $629.6M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 8.28% | 628,619 | $430.6M | Reduce -1.5% |
| SCHP Schwab U.S. Tips ETF | 4.60% | 9,032,516 | $239.3M | Add +16.5% |
| RPAR Rpar Risk Parity ETF | 4.34% | 10,519,047 | $225.6M | Add +3.0% |
| VTI VG Morningstar TS MKT ETF-US | 4.08% | 632,468 | $212.0M | Add +7.6% |
| GUNR NT Mstar GLBL NR ETF | 4.01% | 4,546,036 | $208.4M | Add +8.1% |
| OEF iShares S&P 100 ETF | 2.70% | 408,838 | $140.2M | Reduce -2.9% |
| VEA Vanguard Ftse Developed ETF | 2.46% | 2,044,257 | $127.7M | Add +9.5% |
| NVDA Nvidia Corp. | 2.43% | 677,692 | $126.4M | Add +2.8% |
| ACWI iShares MSCI Acwi ETF | 2.21% | 810,919 | $114.7M | Reduce -0.2% |
| TIP iShares Tips Bond ETF | 2.18% | 1,031,783 | $113.4M | Reduce -0.6% |
| DFAU Dimensional US Core Equity M | 2.16% | 2,402,762 | $112.4M | Add +17.6% |
| AAPL Apple Inc. | 2.10% | 401,605 | $109.2M | Add +4.9% |
| VOO Vanguard S&P 500 ETF | 2.07% | 171,537 | $107.6M | Add +0.9% |
| DFAI Dimensional International Co. | 1.97% | 2,681,334 | $102.2M | Add +13.0% |
| VTIP Vanguard Short-Term Tips | 1.77% | 1,865,321 | $92.3M | Add +51.2% |
| VWO Vanguard Ftse Emerging Marke | 1.76% | 1,701,757 | $91.5M | Add +17.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.62% | 122,822 | $84.0M | Reduce -20.5% |
| MBB iShares MBS ETF | 1.53% | 836,786 | $79.7M | Add +14.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.33% | 361,980 | $69.1M | Reduce -2.2% |
| VT Vanguard Tot World STK ETF | 1.30% | 478,189 | $67.5M | Add +2.4% |
| DFAE Dimensional Emerging Core Eq | 1.27% | 2,019,725 | $65.8M | Add +8.4% |
| GOOGL Alphabet Inc. Class A | 1.25% | 207,418 | $64.9M | Add +5.3% |
| MSFT Microsoft Corp. | 1.23% | 131,925 | $63.8M | Add +2.4% |
| AGG iShares Core U.S. Aggregate | 1.19% | 616,806 | $61.6M | Reduce -5.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.01% | 725,962 | $52.8M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 1.00% | 245,312 | $52.0M | Reduce -0.0% |
| VTWO Vanguard Russell 2000 ETF | 0.99% | 515,110 | $51.3M | Add +5.1% |
| VIG Vanguard Dividend Apprec ETF | 0.76% | 179,740 | $39.5M | Add +2.8% |
| UPAR Ultra Risk Parity ETF | 0.74% | 2,479,129 | $38.3M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.72% | 118,688 | $37.2M | Add +1.9% |
| AMZN Amazon.com Inc. | 0.68% | 152,298 | $35.2M | Add +4.4% |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.66% | 663,471 | $34.5M | Reduce -14.1% |
| VONE Vanguard Russell 1000 | 0.54% | 90,849 | $28.1M | Add +0.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.50% | 255,665 | $26.2M | Add +9.3% |
| GLD SPDR Gold Shares | 0.42% | 55,620 | $22.0M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.38% | 29,900 | $19.7M | Add +19.3% |
| MA Mastercard Inc. Class A | 0.36% | 32,361 | $18.5M | Add +2.7% |
| IAU iShares Gold Trust | 0.32% | 206,701 | $16.8M | No change |
| JNJ Johnson & Johnson | 0.31% | 78,763 | $16.3M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 30,729 | $15.4M | Add +35.3% |
| VGIT Vanguard Intermediate-Term T | 0.29% | 254,784 | $15.3M | Add +8.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.28% | 345,222 | $14.7M | Add +69.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 23,987 | $14.7M | Reduce -0.7% |
| IGOV iShares International Treasu | 0.26% | 329,024 | $13.7M | Add +28.7% |
| SLV iShares Silver Trust | 0.26% | 210,607 | $13.6M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.25% | 38,133 | $13.2M | Add +7.4% |
| JPM JPMorgan Chase & Co. | 0.24% | 38,596 | $12.4M | Add +3.6% |
| VNQ Vanguard Real Estate ETF | 0.24% | 138,211 | $12.2M | Add +47.8% |
| LLY Eli Lilly & Co. | 0.23% | 11,220 | $12.1M | Add +9.5% |
| TLT iShares 20+ Year Treasury BD | 0.22% | 130,255 | $11.4M | Reduce -16.1% |
| MCO Moody's Corp. | 0.22% | 21,909 | $11.2M | Reduce -1.2% |
| ORCL Oracle Corp. | 0.21% | 55,033 | $10.7M | Add +2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 67,773 | $10.4M | Add +11.2% |
| DOCS Doximity Inc. Class A | 0.20% | 229,435 | $10.2M | Reduce -0.1% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.19% | 100,023 | $10.0M | Add +167.4% |
| V Visa Inc. Class A | 0.19% | 28,430 | $10.0M | Add +14.3% |
| AZO AutoZone Inc. | 0.17% | 2,570 | $8.7M | Reduce -3.8% |
| LRCX Lam Research Corp. | 0.17% | 50,132 | $8.6M | Add +377.1% |
| IWM iShares Russell 2000 ETF | 0.16% | 34,645 | $8.5M | Add +13.4% |
| DFIV Dimensional International Va | 0.16% | 168,177 | $8.4M | Add +76.3% |
| ADI Analog Devices Inc. | 0.16% | 30,578 | $8.3M | Reduce -0.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.16% | 114,200 | $8.2M | Add +13.4% |
| ESGV Vanguard ESG US Stock ETF | 0.16% | 66,654 | $8.1M | Reduce -28.3% |
| TSLA Tesla Inc. | 0.14% | 16,470 | $7.4M | Add +9.6% |
| VXUS Vanguard Total Intl Stock | 0.14% | 97,689 | $7.4M | Add +1.6% |
| ABBV Abbvie Inc. | 0.13% | 29,957 | $6.8M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.13% | 46,139 | $6.7M | Add +1.3% |
| CVX Chevron Corp. | 0.13% | 43,168 | $6.6M | Add +0.3% |
| GNR State Street SPDR S&P Global | 0.13% | 105,828 | $6.6M | Add +4.2% |
| LOW Lowe's Cos Inc. | 0.13% | 27,082 | $6.5M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.12% | 19,187 | $6.3M | Add +0.1% |
| XME SS SPDR S&P Metals Mining | 0.12% | 61,031 | $6.3M | Add +5.8% |
| AGI Alamos Gold Inc. Class A | 0.12% | 162,976 | $6.3M | Add +18.6% |
| GS Goldman Sachs Group Inc. | 0.12% | 7,085 | $6.2M | Reduce -0.2% |
| SNOW Snowflake Inc. | 0.12% | 28,080 | $6.2M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 8 | $6.0M | Add +100.0% |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 120,811 | $6.0M | Add +18.3% |
| GDX Vaneck Gold Miners ETF | 0.11% | 69,482 | $6.0M | Reduce -12.7% |
| CME Cme Group Inc. | 0.11% | 20,889 | $5.7M | Reduce -2.7% |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 58,788 | $5.7M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.11% | 46,738 | $5.6M | Add +3.6% |
| LIN Linde PLC | 0.11% | 12,968 | $5.5M | Reduce -2.7% |
| XLK SS Technology Select Sector | 0.11% | 38,344 | $5.5M | Add +50.4% |
| NFLX Netflix Inc. | 0.10% | 58,109 | $5.4M | Add +17.7% |
| IWB iShares Russell 1000 ETF | 0.10% | 14,497 | $5.4M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.10% | 31,528 | $5.4M | Add +28.4% |
| MSCI MSCI Inc. | 0.10% | 9,200 | $5.3M | Reduce -3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 43,905 | $5.0M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.10% | 34,770 | $5.0M | Add +3.2% |
| WMT Walmart Inc. | 0.10% | 44,498 | $5.0M | Add +15.3% |
| AEM Agnico Eagle Mines Ltd. | 0.09% | 28,786 | $4.9M | Add +25.9% |
| IWF iShares Russell 1000 Growth | 0.09% | 10,103 | $4.8M | Add +28.1% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 24,853 | $4.8M | Add +3.3% |
| PGF Invesco Financial Preferred | 0.09% | 334,076 | $4.7M | Add +5.0% |
| AXP American Express Co. | 0.09% | 12,177 | $4.5M | Add +12.4% |
| SHW The Sherwin-Williams Co. | 0.09% | 13,807 | $4.5M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 79,281 | $4.4M | Add +0.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 97,881 | $4.3M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.08% | 4,948 | $4.3M | Add +12.3% |
Options reported separately and not counted above: NVDA puts ($80.7M), GOOG puts ($21.2M), AAPL puts ($19.8M), GOOGL puts ($18.0M), LRCX puts ($6.7M), AMZN puts ($3.7M), DOCS puts ($2.2M), MSFT puts ($1.7M), SPY calls ($1.6M), ANET puts ($1.0M), SPY puts ($750K), NOW puts ($383K), and 7 more.
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 8.28% | −0.63 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -20.5% | 1.62% | −0.53 |
| OEF iShares S&P 100 ETF | Reduce -2.9% | 2.70% | −0.23 |
| TIP iShares Tips Bond ETF | Reduce -0.6% | 2.18% | −0.22 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -14.1% | 0.66% | −0.20 |
| AGG iShares Core U.S. Aggregate | Reduce -5.6% | 1.19% | −0.18 |
| DOCS Doximity Inc. Class A | Reduce -0.1% | 0.20% | −0.15 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.2% | 2.21% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.2% | 1.33% | −0.12 |
| ESGV Vanguard ESG US Stock ETF | Reduce -28.3% | 0.16% | −0.07 |
| AZO AutoZone Inc. | Reduce -3.8% | 0.17% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -16.1% | 0.22% | −0.07 |
| IVE iShares S&P 500 Value ETF | Reduce -0.0% | 1.00% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -37.4% | 0.07% | −0.05 |
| UPAR Ultra Risk Parity ETF | Reduce -0.1% | 0.74% | −0.04 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.03 |
| PAVE Global X US Infrastructure | Reduce -27.9% | 0.05% | −0.03 |
| LIN Linde PLC | Reduce -2.7% | 0.11% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -19.6% | 0.08% | −0.02 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.02 |
| DSL Doubleline Income Solutions | Reduce -58.1% | 0.01% | −0.02 |
| SM SM Energy Co. | Reduce -1.9% | 0.05% | −0.02 |
| EDV Vanguard Extended Dur Treas | Reduce -67.8% | 0.01% | −0.02 |
| DLY Doubleline Yield Opport | Reduce -72.7% | 0.01% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 0.28% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -45.4% | 0.02% | −0.02 |
| CARR Carrier Global Corp. | Reduce -1.4% | 0.08% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -1.1% | 1.01% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -23.8% | 0.04% | −0.02 |
| RBLX Roblox Corp. Class A | Reduce -2.6% | 0.02% | −0.01 |
| SNOW Snowflake Inc. | Reduce -0.9% | 0.12% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.13% | −0.01 |
| AI C3.AI Inc. Class A | Sold out | 0.00% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.6% | 0.09% | −0.01 |
| EFX Equifax Inc. | Reduce -0.1% | 0.05% | −0.01 |
| CPRT Copart Inc. | Reduce -2.3% | 0.05% | −0.01 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.01 |
| DASH DoorDash Inc. Class A | Reduce -68.3% | 0.00% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -12.7% | 0.11% | −0.01 |
| VTHR Vanguard Russell 3000 | Reduce -16.7% | 0.04% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -5.8% | 0.05% | −0.01 |
| XEVMX Eaton Vance Cal Muni Bond | Sold out | 0.00% | −0.01 |
| DVAX Dynavax Technologies Corp. | Sold out | 0.00% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -14.2% | 0.05% | −0.01 |
| VST Vistra Corp. | Sold out | 0.00% | −0.01 |
| CME Cme Group Inc. | Reduce -2.7% | 0.11% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Reduce -10.3% | 0.02% | −0.01 |
| MSCI MSCI Inc. | Reduce -3.4% | 0.10% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -3.6% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GLDM SPDR Gold Minishares Trust | Add +1.7% | 12.11% | +0.55 |
| VTIP Vanguard Short-Term Tips | Add +51.2% | 1.77% | +0.47 |
| GOOGL Alphabet Inc. Class A | Add +5.3% | 1.25% | +0.25 |
| SCHP Schwab U.S. Tips ETF | Add +16.5% | 4.60% | +0.25 |
| DFAU Dimensional US Core Equity M | Add +17.6% | 2.16% | +0.21 |
| GUNR NT Mstar GLBL NR ETF | Add +8.1% | 4.01% | +0.17 |
| DFAI Dimensional International Co. | Add +13.0% | 1.97% | +0.17 |
| LRCX Lam Research Corp. | Add +377.1% | 0.17% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +17.9% | 1.76% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 0.72% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +9.5% | 2.46% | +0.12 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +167.4% | 0.19% | +0.12 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +69.1% | 0.28% | +0.10 |
| MBB iShares MBS ETF | Add +14.0% | 1.53% | +0.08 |
| DFIV Dimensional International Va | Add +76.3% | 0.16% | +0.07 |
| LLY Eli Lilly & Co. | Add +9.5% | 0.23% | +0.07 |
| AAPL Apple Inc. | Add +4.9% | 2.10% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.3% | 0.30% | +0.06 |
| VNQ Vanguard Real Estate ETF | Add +47.8% | 0.24% | +0.06 |
| GQGU GQG US Equity ETF | New | 0.05% | +0.05 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +100.0% | 0.12% | +0.05 |
| HLF Herbalife Ltd. | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +119.8% | 0.07% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.6% | 4.08% | +0.05 |
| OBDC Blue Owl Capital Corp. | Add +1575.4% | 0.04% | +0.04 |
| DFAE Dimensional Emerging Core Eq | Add +8.4% | 1.27% | +0.04 |
| IGOV iShares International Treasu | Add +28.7% | 0.26% | +0.04 |
| OUNZ Vaneck Merk Gold ETF | Add +93.1% | 0.06% | +0.03 |
| XLK SS Technology Select Sector | Add +50.4% | 0.11% | +0.03 |
| OUT Outfront Media Inc. | New | 0.03% | +0.03 |
| XLF SS Financial Select Sector | Add +66.6% | 0.07% | +0.02 |
| XLY SS Consumer Disc Select Sect | New | 0.02% | +0.02 |
| SHOP Shopify Inc. Class A | Add +101.3% | 0.05% | +0.02 |
| VAC Marriott Vacations World | Add +346.6% | 0.03% | +0.02 |
| AGI Alamos Gold Inc. Class A | Add +18.6% | 0.12% | +0.02 |
| BITB Bitwise Bitcoin ETF | New | 0.02% | +0.02 |
| AIA iShares Asia 50 ETF | New | 0.02% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +214.9% | 0.03% | +0.02 |
| RTX RTX Corp. | Add +36.0% | 0.07% | +0.02 |
| VIS Vanguard Industrials ETF | Add +197.6% | 0.03% | +0.02 |
| ROST Ross Stores Inc. | Add +52.0% | 0.05% | +0.02 |
| QCOM Qualcomm Inc. | Add +28.4% | 0.10% | +0.02 |
| EEMA iShares MSCI Emerg MRKT Asia | New | 0.02% | +0.02 |
| PCOR Procore Technologies Inc. | New | 0.02% | +0.02 |
| TEAM Atlassian Corp. Class A | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +11.2% | 0.20% | +0.02 |
| JNJ Johnson & Johnson | Add +2.5% | 0.31% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Add +96.6% | 0.03% | +0.02 |
| RSPF Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +28.1% | 0.09% | +0.01 |
Options Activity Q3 2025 → Q4 2025
| LRCX Lam Research Corp. | put | New | 39,200 | $6.7M |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Add +475.0% | 2,300 | $1.6M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -50.0% | 1,100 | $750K |
| VXX Ipath Series B S&P 500 Vix | call | Sold out | 11,700 | $388Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -37.5% | 500 | $307K |
| TLT iShares 20+ Year Treasury BD | put | Sold out | 1,300 | $116Kbefore exit |
| TLT iShares 20+ Year Treasury BD | call | Sold out | 1,300 | $116Kbefore exit |
| SLV iShares Silver Trust | put | New | 1,200 | $77K |
| SLV iShares Silver Trust | call | New | 1,000 | $64K |
| XLI SS Industrial Select Sector | put | Reduce -50.0% | 100 | $16K |
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 |