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Filers›Holding Co.›EVOKE WEALTH, LLC
DOSSIER · 13F-HR · Q1 2026

EVOKE WEALTH, LLC

EVOKE WEALTH's holding co. based in New York, NY — $5.6B in tracked AUM across 711 positions as of Q1 2026.

EW
EVOKE WEALTH·New York, NY·Holding Co.
CIK 0001793432 · last filed Mar 31, 2026
Total AUM
$5.6B
▲ 0.8%
vs prior
Holdings
711
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

EVOKE WEALTH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLDM
WORLD GOLD TR
$693M7.5M12.4%
02
IVV
ISHARES TR
$459M703K8.2%
03
SCHP
SCHWAB STRATEGIC TR
$277M10.4M5.0%
04
GUNR
FLEXSHARES TR
$268M4.9M4.8%
05
RPAR
TIDAL TRUST I
$237M10.7M4.3%
06
VTI
VANGUARD INDEX FDS
$208M649K3.7%
07
NVDA
NVIDIA CORPORATION
$191M1.1M3.4%
08
VEA
VANGUARD TAX-MANAGED FDS
$145M2.3M2.6%
09
OEF
ISHARES TR
$129M405K2.3%
10
AAPL
APPLE INC
$120M473K2.2%

Filing history

Filing history loading…
AI Agent · grounded in EVOKE
haiku-4-5 · 711 positions indexed
Sector mix
  • Financials8%
  • Health Care6%
  • Cons. Disc.17%
  • Industrials12%
  • Energy39%
  • Other18%
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