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Evoke Wealth Llc

Portfolio Manager
Evoke Wealth LLC
Performance
+1.31% (2026 Q1)
AUM (13F)
$5.57B
# of Holdings
697
Performance Rank
Allocation (Top 20)
67.28%

Evoke Wealth Llc Holdings Map

Top 50 Evoke Wealth Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLDM
WORLD GOLD TR
12.78%7.47M$692.6M
+1.33%(+97.86K)
2025-Q1: 6.84M shares2025-Q2: 7.03M shares2025-Q3: 7.25M shares2025-Q4: 7.37M shares2026-Q1: 7.47M shares
$39.63(+127.03%)
2026-03-31
IVV
ISHARES TR
8.47%702.8K$459.1M
+11.80%(+74.16K)
2025-Q1: 629.9K shares2025-Q2: 642.9K shares2025-Q3: 638.4K shares2025-Q4: 628.6K shares2026-Q1: 702.8K shares
$573.82(+29.39%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
5.1%10.39M$276.5M
+15.06%(+1.36M)
2025-Q1: 5.56M shares2025-Q2: 6.75M shares2025-Q3: 7.75M shares2025-Q4: 9.03M shares2026-Q1: 10.39M shares
$26.53(+0.48%)
2026-03-31
GUNR
FLEXSHARES TR
4.95%4.86M$268.1M
+6.90%(+313.72K)
2025-Q1: 3.69M shares2025-Q2: 3.97M shares2025-Q3: 4.21M shares2025-Q4: 4.55M shares2026-Q1: 4.86M shares
$41.32(+31.92%)
2026-03-31
RPAR
TIDAL TRUST I
4.38%10.67M$237.5M
+1.43%(+150.18K)
2025-Q1: 10.90M shares2025-Q2: 9.59M shares2025-Q3: 10.22M shares2025-Q4: 10.52M shares2026-Q1: 10.67M shares
$19.38(+16.54%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.84%648.9K$208.2M
+2.60%(+16.42K)
2025-Q1: 563.5K shares2025-Q2: 578.6K shares2025-Q3: 587.7K shares2025-Q4: 632.5K shares2026-Q1: 648.9K shares
$214.48(+69.12%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.67%2.26M$144.7M
+10.45%(+213.62K)
2025-Q1: 1.65M shares2025-Q2: 1.76M shares2025-Q3: 1.87M shares2025-Q4: 2.04M shares2026-Q1: 2.26M shares
$53.43(+29.29%)
2026-03-31
OEF
ISHARES TR
2.38%404.9K$128.8M
-0.97%(-3.97K)
2025-Q1: 425.7K shares2025-Q2: 421.8K shares2025-Q3: 421.2K shares2025-Q4: 408.8K shares2026-Q1: 404.9K shares
$135.85(+171.89%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.14%664.1K$115.8M
-2.01%(-13.59K)
2025-Q1: 602.7K shares2025-Q2: 630.0K shares2025-Q3: 659.5K shares2025-Q4: 677.7K shares2026-Q1: 664.1K shares
$125.57(+79.44%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
2.13%2.31M$115.5M
+23.98%(+447.35K)
2025-Q1: 932.7K shares2025-Q2: 1.08M shares2025-Q3: 1.23M shares2025-Q4: 1.87M shares2026-Q1: 2.31M shares
$49.55(+1.68%)
2026-03-31

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