EVOKE WEALTH, LLC

Est. AUM

$5.57B

13F long equity, this entity only

Positions

708

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WORLD GOLD TR	SPDR GLD MINIS	$692.6M	7472647	12.44%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$459.1M	702776	8.25%	SOLE
3	SCHWAB STRATEGIC TR	US TIPS ETF	$276.6M	10392695	4.97%	SOLE
4	FLEXSHARES TR	MORNSTAR UPSTR	$268.1M	4859753	4.82%	SOLE
5	TIDAL TRUST I	RPAR RISK PARI	$237.5M	10669231	4.27%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$208.2M	648887	3.74%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$144.7M	2257880	2.60%	SOLE
8	ISHARES TR	S&P 100 ETF	$128.8M	404867	2.31%	SOLE
9	NVIDIA CORPORATION	COM	$115.8M	664098	2.08%	SOLE
10	VANGUARD MALVERN FDS	STRM INFPROIDX	$115.5M	2312674	2.08%	SOLE
11	ISHARES TR	TIPS BD ETF	$115.0M	1042055	2.07%	SOLE
12	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$114.5M	2537064	2.06%	SOLE
13	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$114.4M	2935091	2.05%	SOLE
14	ISHARES TR	MSCI ACWI ETF	$110.0M	794905	1.98%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$106.6M	178473	1.92%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$101.9M	1885136	1.83%	SOLE
17	APPLE INC	COM	$101.5M	400044	1.82%	SOLE
18	ISHARES TR	MBS ETF	$84.1M	886160	1.51%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$79.7M	122209	1.43%	SOLE
20	NVIDIA CORPORATIONPUT	COM	$75.5M	432700	1.36%	SOLE
21	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$72.1M	2129704	1.30%	SOLE
22	VANGUARD INDEX FDS	VALUE ETF	$71.6M	364990	1.29%	SOLE
23	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$66.5M	481063	1.20%	SOLE
24	ISHARES TR	CORE US AGGBD ET	$60.5M	609491	1.09%	SOLE
25	ISHARES INC	MSCI EMRG CHN	$57.2M	727182	1.03%	SOLE
26	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$57.2M	570798	1.03%	SOLE
27	ALPHABET INC	CAP STK CL A	$53.1M	184761	0.95%	SOLE
28	ISHARES TR	S&P 500 VAL ETF	$52.3M	247726	0.94%	SOLE
29	MICROSOFT CORP	COM	$44.8M	121002	0.80%	SOLE
30	TIDAL TRUST I	UPAR ULTRA RISK	$41.4M	2549846	0.74%	SOLE
31	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$39.3M	182902	0.71%	SOLE
32	AMAZON COM INC	COM	$33.1M	158941	0.59%	SOLE
33	ALPHABET INC	CAP STK CL C	$32.4M	113021	0.58%	SOLE
34	ISHARES TR	0-5 YR TIPS ETF	$31.7M	306484	0.57%	SOLE
35	AMERICAN CENTY ETF TR	AVANTIS TOTAL EQ	$29.4M	624484	0.53%	SOLE
36	PIMCO ETF TR	15+ YR US TIPS	$27.1M	531554	0.49%	SOLE
37	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$26.6M	90192	0.48%	SOLE
38	SPDR GOLD TR	GOLD SHS	$23.6M	54900	0.42%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET UTI	$20.0M	434920	0.36%	SOLE
40	ALPHABET INCPUT	CAP STK CL C	$19.4M	67700	0.35%	SOLE
41	APPLE INCPUT	COM	$18.5M	72700	0.33%	SOLE
42	ISHARES GOLD TR	ISHARES NEW	$18.2M	205916	0.33%	SOLE
43	META PLATFORMS INC	CL A	$17.2M	30101	0.31%	SOLE
44	ALPHABET INCPUT	CAP STK CL A	$16.6M	57600	0.30%	SOLE
45	JOHNSON & JOHNSON	COM	$16.2M	66369	0.29%	SOLE
46	VANGUARD INDEX FDS	REAL ESTATE ETF	$16.2M	182211	0.29%	SOLE
47	ISHARES TR	INTL TREA BD ETF	$15.6M	379118	0.28%	SOLE
48	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$15.4M	258106	0.28%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.7M	30612	0.26%	SOLE
50	ISHARES SILVER TR	ISHARES	$13.7M	200806	0.25%	SOLE

1–50 of 708

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.