Evoke Wealth, LLC

Investment Portfolio & 13F Holdings Analysis

About

EVOKE WEALTH, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 450 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 450
Total Value: 3832302973
Accession Number: 0001172661-25-001752
Form Type: 13F-HR
CIK: 0001793432
Manager Name: Evoke Wealth, LLC

Data Enrichment

83% identified

372 identified78 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

450 positions • $3,832,302.973K total value

450 positions

Manager:

SEC FilingSEC DataHachi Filing

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98149E303

6844570(+3.6%)

Value:

$423.6B(+23.4%)

464287200

IVV|464287200

629942(+1.2%)

Value:

$354.0B(-3.4%)

886364603

10902610(-1.4%)

Value:

$214.7B(+3.9%)

922908769

VTI|922908769

563450(+2.5%)

Value:

$154.9B(-2.8%)

808524870

5558246(+14.3%)

Value:

$149.5B(+19.0%)

33939L407

3690983(+13.7%)

Value:

$143.2B(+21.4%)

464287176

1097031(-0.4%)

Value:

$121.9B(+3.9%)

464287101

425681(-1.8%)

Value:

$115.3B(-7.9%)

464288257

822066(-2.9%)

Value:

$95.7B(-3.9%)

921943858

VEA|921943858

1653032(+6.5%)

Value:

$84.0B(+13.2%)

Apple Inc.

AAPL|037833100

362559(+40.9%)

Value:

$80.5B(+25.0%)

922908363

VOO|922908363

148596(+2.8%)

Value:

$76.4B(-1.9%)

464287226

764238(-9.1%)

Value:

$75.6B(-7.2%)

25434V104

1861542(+7.0%)

Value:

$71.6B(+1.6%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

120372(-3.5%)

Value:

$67.5B(-7.9%)

922908744

VTV|922908744

379916(-4.0%)

Value:

$65.6B(-2.1%)

NVIDIA CORP

NVDA|67066G104

602723(+294.9%)

Value:

$65.3B(+218.7%)

464288588

676187(+2.1%)

Value:

$63.4B(+4.5%)

25434V203

2015129(+9.3%)

Value:

$62.9B(+16.9%)

72201R304

1074833(-6.0%)

Value:

$58.9B(-1.2%)

Instrument	Shares		Other Manager	Value
(cusip98149E303)✕	6.8M	QoQ +3.63% (+240.2K) YoY +9.27% (+580.9K)	All Managers (Combined)	$423.6M	QoQ +23.37% (+$80.3M) YoY +53.52% (+$147.7M)
(IVVcusip464287200)	629.9K	QoQ +1.17% (-7.3K) YoY +1.39% (+8.7K)	All Managers (Combined)	$354.0M	QoQ -3.42% (-$12.6M) YoY +8.37% (+$27.3M)
(cusip886364603)✕	10.9M	QoQ -1.40% (-154.8K) YoY -18.97% (-2.6M)	All Managers (Combined)	$214.7M	QoQ +3.90% (-$8.1M) YoY -17.18% (-$44.6M)
(VTIcusip922908769)	563.5K	QoQ +2.52% (-13.9K) YoY +12.57% (+62.9K)	All Managers (Combined)	$154.9M	QoQ -2.77% (-$4.4M) YoY +19.04% (+$24.8M)
(cusip808524870)✕	5.6M	QoQ +14.34% (+697.5K) YoY +109.46% (+2.9M)	All Managers (Combined)	$149.5M	QoQ +19.04% (+$23.9M) YoY +7.98% (+$11.1M)
(cusip33939L407)✕	3.7M	QoQ +13.73% (+445.6K) YoY +7.50% (+257.6K)	All Managers (Combined)	$143.2M	QoQ +21.39% (+$25.2M) YoY +1.58% (+$2.2M)
(cusip464287176)✕	1.1M	QoQ -0.36% (-4.0K) YoY -9.91% (-120.7K)	All Managers (Combined)	$121.9M	QoQ +3.88% (-$4.6M) YoY -6.82% (-$8.9M)
(cusip464287101)✕	425.7K	QoQ -1.79% (-7.8K) YoY -5.03% (-22.6K)	All Managers (Combined)	$115.3M	QoQ -7.92% (-$9.9M) YoY +3.95% (-$4.4M)
(cusip464288257)✕	822.1K	QoQ -2.93% (-24.9K) YoY -6.28% (-55.1K)	All Managers (Combined)	$95.7M	QoQ -3.85% (-$3.8M) YoY -0.95% (-$927.3K)
(VEAcusip921943858)	1.7M	QoQ +6.45% (+100.3K) YoY +20.24% (+278.3K)	All Managers (Combined)	$84.0M	QoQ +13.15% (+$9.8M) YoY +21.82% (+$15.1M)
Apple Inc.(AAPLcusip037833100)	362.6K	QoQ +40.88% (+105.2K) YoY +49.49% (+120.0K)	All Managers (Combined)	$80.5M	QoQ +24.96% (+$16.1M) YoY +93.65% (+$38.9M)
(VOOcusip922908363)	148.6K	QoQ +2.83% (-4.1K) YoY +10.35% (+13.9K)	All Managers (Combined)	$76.4M	QoQ -1.91% (-$1.5M) YoY +17.98% (+$11.6M)
(cusip464287226)✕	764.2K	QoQ -9.08% (-76.3K) YoY -19.07% (-180.1K)	All Managers (Combined)	$75.6M	QoQ -7.18% (-$5.9M) YoY -18.26% (-$16.9M)
(cusip25434V104)✕	1.9M	QoQ +7.00% (+121.8K) YoY +40.19% (+533.8K)	All Managers (Combined)	$71.6M	QoQ +1.58% (+$1.1M) YoY +47.48% (+$23.0M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	120.4K	QoQ -3.45% (-4.3K) YoY -5.97% (-7.6K)	All Managers (Combined)	$67.5M	QoQ -7.86% (-$5.8M) YoY +0.55% (-$373.1K)
(VTVcusip922908744)	379.9K	QoQ -4.02% (-15.9K) YoY +2.65% (+9.8K)	All Managers (Combined)	$65.6M	QoQ -2.07% (-$1.4M) YoY +8.88% (+$5.4M)
Nvidia Corp(NVDAcusip67066G104)	602.7K	QoQ +294.87% (+450.1K) YoY +4632.06% (+590.0K)	All Managers (Combined)	$65.3M	QoQ +218.71% (+$44.8M) YoY +467.63% (+$53.8M)
(cusip464288588)✕	676.2K	QoQ +2.15% (+14.2K) YoY +5.12% (+33.0K)	All Managers (Combined)	$63.4M	QoQ +4.49% (+$2.7M) YoY +6.67% (+$4.0M)
(cusip25434V203)✕	2.0M	QoQ +9.35% (+172.3K) YoY +28.62% (+448.5K)	All Managers (Combined)	$62.9M	QoQ +16.95% (+$9.1M) YoY +32.92% (+$15.6M)
(cusip72201R304)✕	1.1M	QoQ -6.00% (-68.7K) YoY -24.52% (-349.3K)	All Managers (Combined)	$58.9M	QoQ -1.19% (-$715.3K) YoY -25.50% (-$20.2M)