Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EVOKE WEALTH, LLC (CIK 1793432) reported $5.57B across 682 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLDM ($692.6M, 12.44%), IVV ($459.1M, 8.24%), SCHP ($276.5M, 4.97%), GUNR ($268.1M, 4.81%), RPAR ($237.5M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $692.6M | 12.44% | 7.5M | Added |
| 2 | IVV | ISHARES TR | $459.1M | 8.24% | 702,776 | Added |
| 3 | SCHP | SCHWAB STRATEGIC TR | $276.5M | 4.97% | 10.4M | Added |
| 4 | GUNR | FLEXSHARES TR | $268.1M | 4.81% | 4.9M | Added |
| 5 | RPAR | TIDAL TRUST I | $237.5M | 4.27% | 10.7M | Added |
| 6 | VTI | VANGUARD INDEX FDS | $208.2M | 3.74% | 648,887 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $191.3M | 3.44% | 1.1M | Trimmed |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $144.7M | 2.60% | 2.3M | Added |
| 9 | OEF | ISHARES TR | $128.8M | 2.31% | 404,867 | Trimmed |
| 10 | AAPL | APPLE INC | $120.0M | 2.15% | 472,744 | Trimmed |
| 11 | VTIP | VANGUARD MALVERN FDS | $115.5M | 2.07% | 2.3M | Added |
| 12 | TIP | ISHARES TR | $115.0M | 2.07% | 1.0M | Added |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $114.5M | 2.06% | 2.5M | Added |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $114.4M | 2.05% | 2.9M | Added |
| 15 | ACWI | ISHARES TR | $110.0M | 1.98% | 794,905 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $106.6M | 1.92% | 178,473 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $101.9M | 1.83% | 1.9M | Added |
| 18 | MBB | ISHARES TR | $84.1M | 1.51% | 886,160 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $82.7M | 1.49% | 126,809 | Added |
| 20 | DFAE | DIMENSIONAL ETF TRUST | $72.1M | 1.30% | 2.1M | Added |
| 21 | VTV | VANGUARD INDEX FDS | $71.6M | 1.29% | 364,990 | Added |
| 22 | GOOGL | ALPHABET INC | $69.7M | 1.25% | 242,361 | Trimmed |
| 23 | VT | VANGUARD INTL EQUITY INDEX F | $66.5M | 1.20% | 481,063 | Added |
| 24 | AGG | ISHARES TR | $60.5M | 1.09% | 609,491 | Trimmed |
| 25 | VTWO | VANGUARD SCOTTSDALE FDS | $57.2M | 1.03% | 570,798 | Added |
Source: SEC Form 13F filings · as of 2026-03-31