Evoke Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.57B
Q ending 2026-03-31
Prior quarter
$5.36B
Q ending 2025-12-31
Change
+3.9% QoQ · +45.3% YoY
Positions
711
reported holdings
Largest positions
Top 100 of 711 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| World Gold Tr | GLDM | Shares | $692.6M | 7.5M |
| Ishares Tr | IVV | Shares | $459.1M | 703K |
| Schwab Strategic Tr | SCHP | Shares | $276.5M | 10.4M |
| Flexshares Tr | GUNR | Shares | $268.1M | 4.9M |
| Tidal Trust I | RPAR | Shares | $237.5M | 10.7M |
| Vanguard Index Fds | VTI | Shares | $208.2M | 649K |
| Vanguard Tax-Managed Fds | VEA | Shares | $144.7M | 2.3M |
| Ishares Tr | OEF | Shares | $128.8M | 405K |
| Nvidia Corporation | NVDA | Shares | $115.8M | 664K |
| Vanguard Malvern Fds | VTIP | Shares | $115.5M | 2.3M |
| Ishares Tr | TIP | Shares | $115.0M | 1.0M |
| Dimensional Etf Trust | DFAU | Shares | $114.5M | 2.5M |
| Dimensional Etf Trust | DFAI | Shares | $114.4M | 2.9M |
| Ishares Tr | ACWI | Shares | $110.0M | 795K |
| Vanguard Index Fds | VOO | Shares | $106.6M | 178K |
| Vanguard Intl Equity Index F | VWO | Shares | $101.9M | 1.9M |
| Apple Inc | AAPL | Shares | $101.5M | 400K |
| Ishares Tr | MBB | Shares | $84.1M | 886K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $79.7M | 122K |
| Nvidia Corporation | NVDA | Put | $75.5M | 433K |
| Dimensional Etf Trust | DFAE | Shares | $72.1M | 2.1M |
| Vanguard Index Fds | VTV | Shares | $71.6M | 365K |
| Vanguard Intl Equity Index F | VT | Shares | $66.5M | 481K |
| Ishares Tr | AGG | Shares | $60.5M | 609K |
| Ishares Inc | EMXC | Shares | $57.2M | 727K |
| Vanguard Scottsdale Fds | VTWO | Shares | $57.2M | 571K |
| Alphabet Inc | GOOGL | Shares | $53.1M | 185K |
| Ishares Tr | IVE | Shares | $52.3M | 248K |
| Microsoft Corp | MSFT | Shares | $44.8M | 121K |
| Tidal Trust I | UPAR | Shares | $41.4M | 2.5M |
| Vanguard Specialized Funds | VIG | Shares | $39.3M | 183K |
| Amazon Com Inc | AMZN | Shares | $33.1M | 159K |
| Alphabet Inc | GOOG | Shares | $32.4M | 113K |
| Ishares Tr | STIP | Shares | $31.7M | 306K |
| American Centy Etf Tr | AVTM | Shares | $29.4M | 624K |
| Pimco Etf Tr | LTPZ | Shares | $27.1M | 532K |
| Vanguard Scottsdale Fds | VONE | Shares | $26.6M | 90K |
| Spdr Gold Tr | GLD | Shares | $23.6M | 55K |
| Select Sector Spdr Tr | XLU | Shares | $20.0M | 435K |
| Alphabet Inc | GOOG | Put | $19.4M | 68K |
| Apple Inc | AAPL | Put | $18.5M | 73K |
| Ishares Gold Tr | IAU | Shares | $18.2M | 206K |
| Meta Platforms Inc | META | Shares | $17.2M | 30K |
| Alphabet Inc | GOOGL | Put | $16.6M | 58K |
| Johnson & Johnson | JNJ | Shares | $16.2M | 66K |
| Vanguard Index Fds | VNQ | Shares | $16.2M | 182K |
| Ishares Tr | IGOV | Shares | $15.6M | 379K |
| Vanguard Scottsdale Fds | VGIT | Shares | $15.4M | 258K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $14.7M | 31K |
| Ishares Silver Tr | SLV | Shares | $13.7M | 201K |
| Broadcom Inc | AVGO | Shares | $12.7M | 41K |
| Dimensional Etf Trust | DFIV | Shares | $12.0M | 227K |
| Eli Lilly & Co | LLY | Shares | $11.6M | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $11.6M | 39K |
| Ishares Tr | IWM | Shares | $10.3M | 42K |
| Lam Research Corp | LRCX | Shares | $9.8M | 46K |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $9.4M | 95K |
| Chevron Corporation | CVX | Shares | $9.2M | 44K |
| Jacobs Solutions Inc | J | Shares | $9.0M | 71K |
| Invesco Qqq Tr | QQQ | Shares | $8.9M | 15K |
| Ishares Tr | TLT | Shares | $8.9M | 102K |
| Exxon Mobil Corp | XOM | Shares | $8.7M | 51K |
| Tesla Inc | TSLA | Shares | $8.5M | 23K |
| Lam Research Corp | LRCX | Put | $8.4M | 39K |
| Vanguard World Fd | VSGX | Shares | $8.2M | 114K |
| Mastercard Incorporated | MA | Shares | $7.9M | 16K |
| Spdr Index Shs Fds | GNR | Shares | $7.9M | 106K |
| Vanguard Star Fds | VXUS | Shares | $7.8M | 102K |
| Vanguard World Fd | ESGV | Shares | $7.5M | 67K |
| Analog Devices Inc | ADI | Shares | $7.4M | 23K |
| Alamos Gold Inc | AGI | Shares | $7.2M | 163K |
| Moodys Corp | MCO | Shares | $6.8M | 16K |
| Oracle Corp | ORCL | Shares | $6.8M | 46K |
| Spdr Series Trust | XME | Shares | $6.8M | 63K |
| Tjx Cos Inc New | TJX | Shares | $6.6M | 41K |
| Vaneck Etf Trust | GDX | Shares | $6.4M | 69K |
| Visa Inc | V | Shares | $6.2M | 20K |
| Pepsico Inc | PEP | Shares | $6.1M | 39K |
| Autozone Inc | AZO | Shares | $6.0M | 2K |
| Goldman Sachs Group Inc | GS | Shares | $5.9M | 7K |
| Netflix Inc. | NFLX | Shares | $5.9M | 61K |
| Agnico Eagle Mines Ltd | AEM | Shares | $5.9M | 29K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $5.7M | 8 |
| Procter & Gamble Co | PG | Shares | $5.4M | 37K |
| Linde Plc | Shares | $5.3M | 11K | |
| Walmart Inc | WMT | Shares | $5.3M | 43K |
| Abbvie Inc | ABBV | Shares | $5.3M | 24K |
| Costco Wholesale Corporation | COST | Shares | $5.3M | 5K |
| Invesco Exchange Traded Fd T | RSP | Shares | $5.2M | 27K |
| Ishares Tr | IWB | Shares | $5.1M | 14K |
| Select Sector Spdr Tr | XLK | Shares | $5.1M | 39K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $5.1M | 132K |
| Ishares Tr | IWR | Shares | $4.7M | 49K |
| Unitedhealth Group Inc | UNH | Shares | $4.5M | 16K |
| Ishares Inc | ESGE | Shares | $4.5M | 98K |
| Lowes Cos Inc | LOW | Shares | $4.4M | 19K |
| Cme Group Inc | CME | Shares | $4.4M | 15K |
| Ishares Tr | IWF | Shares | $4.3M | 10K |
| Snowflake Inc | SNOW | Shares | $4.2M | 28K |
| Doximity Inc | DOCS | Shares | $4.2M | 181K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.