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EVOKE WEALTH, LLC - 13F Holdings | Jive Data

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EVOKE WEALTH, LLC

CIK 0001793432 • 6 13F filings • May 13, 2025 – Aug 10, 2026

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Filer information

Filed by: EVOKE WEALTH, LLC, General Counsel and Chief Compliance Officer
Address: 10635 Santa Monica Boulevard, Suite 240, Los Angeles, CA, 90025
Phone: 424-372-1776
AUM: $5.36B

AUM over time

$1.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.6M4 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$363K	23.4%Prev: 2.0%	1,255 SH	Decreased-434,552 SH
NVIDIA CORPORATION	COM	$436K	28.0%Prev: 3.8%	2,177 SH	Decreased-1,060,479 SH
TIDAL TRUST I	RPAR RISK PARI	$516K	33.2%Prev: 4.4%	23,173 SH	Decreased-9,565,247 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$241K	15.5%Prev: 4.0%	651 SH	Decreased-577,941 SH

Sold (vs prior filing)

3M CO — $2.1M
ABBOTT LABS — $3.1M
ABBVIE INC — $5.3M
ABRDN GLOBAL PREMIER PPTYS F — $61K
ACCENTURE PLC IRELAND — $1.7M
ADOBE INC — $3.6M
ADT INC DEL — $138K
ADVANCED MICRO DEVICES INC — $1.4M
AFLAC INC — $653K
AGILENT TECHNOLOGIES INC — $265K
AGNICO EAGLE MINES LTD — $2.8M
AIRBNB INC — $471K
ALAMOS GOLD INC NEW — $3.8M
ALEXANDRIA REAL ESTATE EQ IN — $319K
ALLISON TRANSMISSION HLDGS I — $302K
ALLSTATE CORP — $531K
ALPHABET INC — $33.8M
ALPHABET INC — $31.7M
ALTRIA GROUP INC — $220K
AMAZON COM INC — $34.1M
… and 561 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001172661-26-000529	$5.36B	View
Nov 14, 2025	Q3 2025	13F-HR	0001172661-25-004907	$4.94B	View
Aug 10, 2026	Q2 2026