EW

Evoke Wealth, LLC

13F
Evoke Wealth, LLC
Last update 2025-05-13 450 Stocks (37 new)
Value $3.83 Bil Turnover 8 %
Countries:
Top Holdings: GLDM(11.05%)IVV(9.24%)RPAR(5.60%)VTI(4.04%)SCHP(3.90%)
Summary Stock Picks Current Portfolio
Evoke Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLDM
SPDR Gold MiniShares Trust
6,844,570
423,610.4
+3.64%
11.050
+0.39%
3.030
+0.81%
+27.54%
16,037.6
 
IVV
iShares Core S&P 500 ETF
629,942
353,964.2
+1.17%
9.240
+0.11%
0.060
+19.67%
+7.80%
634,518.9
 
RPAR
RPAR Risk Parity ETF
10,902,610
214,672.4
-1.40%
5.600
-0.08%
41.410
+6.13%
+7.67%
512.1
 
VTI
Vanguard Total Stock Market ETF
563,450
154,858.5
+2.52%
4.040
+0.10%
0.040
+19.82%
+7.35%
476,615.2
 
SCHP
Schwab U.S. Tips ETF
5,558,246
149,461.2
+14.35%
3.900
+0.49%
1.150
+1.83%
+4.64%
13,056.1
 
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
3,690,983
143,247.1
+13.73%
3.740
+0.45%
3.070
+9.11%
+12.79%
4,756.5
 
TIP
iShares TIPS Bond ETF
1,097,031
121,869.2
-0.36%
3.180
-0.01%
0.860
+1.71%
+4.74%
13,755.9
 
OEF
iShares S&P 100 ETF
425,681
115,287.3
-1.80%
3.010
-0.06%
0.680
+22.12%
+7.63%
20,987.9
 
ACWI
iShares MSCI ACWI Index Fund
822,066
95,680.2
-2.94%
2.500
-0.08%
0.480
+17.38%
+11.29%
22,448.5
 
VEA
Vanguard FTSE Developed Markets ETF
1,653,032
84,023.6
+6.46%
2.190
+0.13%
0.060
+12.49%
+19.94%
157,607.2
 

Evoke Wealth, LLC's Historical Top Holdings Breakdowns

Evoke Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.27%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Add 294.88%
602,723
450,087
AAPL
Apple Inc
2025-03-31
Add
Add
+0.61%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 40.88%
362,559
105,209
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.52%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Reduce -64.47%
17,683
-32,086
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.49%
●
25.69 ($26.29) 26.89
$26.58
1.10%
Add 14.35%
5,558,246
697,499
STIP
iShares 0-5 Year TIPS Bond ETF
2025-03-31
Add
Add
+0.47%
●
100.59 ($101.89) 103.47
$102.94
1.03%
Add 516.44%
208,130
174,367
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
2025-03-31
Add
Add
+0.45%
●
36.65 ($38.16) 39.57
$40.38
5.82%
Add 13.73%
3,690,983
445,619
KKR
KKR & Co Inc
2025-03-31
Add
Add
+0.45%
●
108.17 ($137.58) 167.07
$145.98
6.11%
Add 2973.08%
156,973
151,865
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Add
Add
+0.39%
●
52.19 ($56.8) 61.89
$66.31
16.74%
Add 3.64%
6,844,570
240,243
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.31%
●
156.06 ($183.12) 207.71
$185.94
1.54%
Add 256.83%
104,769
75,408
NARI Unlock Delisted
Inari Medical Inc
2025-03-31
Sold Out
Sold Out
-0.27%
●
49.77 ($77.39) 79.97
$79.97
3.33%
Sold Out
0
-192,926

Evoke Wealth, LLC Total Holding History ($B)

To

Evoke Wealth, LLC's Asset Allocation

To

Evoke Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Evoke Wealth, LLC's Hypothetical Growth since 2025-03-31

Evoke Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Evoke Wealth, LLC's Holdings Heat Map

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Evoke Wealth, LLC's Holdings Bubble Chart

Evoke Wealth, LLC News

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