Key facts
- EVOKE WEALTH, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $5,419,851,089.
13F Filings History of EVOKE WEALTH, LLC
- Latest 13F report
- Q1 2026 - 15 May 2026
- Value $
- $5,419,851,089
- Signature - Title
- Brian Waters - General Counsel and Chief Compliance Officer
- Location
- Los Angeles, CA
- Summary
- This page shows a list of all the recent 13F filings made by EVOKE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVOKE WEALTH, LLC reported 697 stock holdings with total value $5,419,851,089 as of Q1 2026. Top holdings included GLDM, IVV, SCHP, GUNR, and RPAR.
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Holdings Value
Change
- Most recent filing was accepted on 14 May 2026, 18:13.
- Reported value moved from $5,198,917,237 to $5,419,851,089.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 697 | $5,419,851,089 | +$341,571,984 | -$130,509,968 | +$211,062,016 | GLDM, IVV, SCHP, GUNR, RPAR | 13F-HR | 14 May 2026, 18:13 |
| Q4 2025 | 665 | $5,198,917,237 | +$358,666,015 | -$91,916,630 | +$266,749,385 | GLDM, IVV, SCHP, RPAR, VTI | 13F-HR | 06 Feb 2026, 16:50 |
| Q3 2025 | 632 | $4,795,736,370 | +$255,821,621 | -$73,780,660 | +$182,040,961 | GLDM, IVV, RPAR, SCHP, VTI | 13F-HR | 14 Nov 2025, 10:52 |
| Q2 2025 | 585 | $4,263,490,940 | +$267,125,959 | -$104,856,180 | +$162,269,779 | GLDM, IVV, RPAR, SCHP, VTI | 13F-HR | 07 Aug 2025, 11:19 |
| Q1 2025 | 450 | $3,832,302,973 | +$295,481,388 | -$97,118,745 | +$198,362,643 | GLDM, IVV, RPAR, VTI, SCHP | 13F-HR | 13 May 2025, 14:45 |
| Q4 2024 | 434 | $3,592,507,375 | +$183,707,054 | -$108,532,334 | +$75,174,720 | IVV, GLDM, RPAR, VTI, SCHP | 13F-HR | 10 Feb 2025, 15:49 |
| Q3 2024 | 417 | $3,665,521,905 | +$3,594,750,026 | -$2,097,454 | +$3,592,652,572 | IVV, GLDM, RPAR, VTI, GUNR | 13F-HR | 13 Nov 2024, 12:43 |
| Q2 2024 | 104 | $68,152,692 | +$2,153,192 | -$3,304,725,966 | -$3,302,572,774 | UPAR, ESGV, VSGX, SCHV, QCOM | 13F-HR | 13 Aug 2024, 11:48 |
| Q1 2024 | 400 | $3,360,605,615 | +$3,309,396,563 | -$1,583,555 | +$3,307,813,008 | IVV, GLDM, RPAR, GUNR, SCHP | 13F-HR | 15 May 2024, 10:21 |
| Q4 2023 | 92 | $49,989,779 | +$8,149,310 | -$2,897,222,335 | -$2,889,073,025 | ESGV, VONE, VSGX, SCHV, VHT | Restatement | 10 Jun 2024, 09:53 |
| Q3 2023 | 373 | $2,842,025,102 | +$234,958,894 | -$145,170,721 | +$89,788,173 | RPAR, IVV, SCHP, GLDM, VTI | 13F-HR | 13 Nov 2023, 11:03 |
| Q2 2023 | 363 | $2,878,710,525 | +$102,761,062 | -$61,253,307 | +$41,507,755 | RPAR, IVV, GLDM, SCHP, VTI | 13F-HR | 09 Aug 2023, 12:21 |
| Q1 2023 | 349 | $2,569,176,711 | +$62,422,551 | -$215,641,040 | -$153,218,489 | RPAR, IVV, GLDM, SCHP, GUNR | 13F-HR | 08 May 2023, 16:39 |
| Q4 2022 | 358 | $2,601,147,054 | +$318,636,423 | -$277,654,157 | +$40,982,266 | RPAR, IVV, GLDM, SCHP, GUNR | 13F-HR | 10 Feb 2023, 14:25 |
| Q3 2022 | 1,159 | $2,474,449,000 | +$116,708,532 | -$117,643,511 | -$934,979 | RPAR, SCHP, IVV, GLDM, VTI | 13F-HR | 07 Nov 2022, 16:23 |
| Q2 2022 | 1,156 | $2,702,470,000 | +$373,165,814 | -$234,355,320 | +$138,810,494 | RPAR, IVV, SCHP, GLDM, GUNR | 13F-HR | 04 Aug 2022, 15:12 |
| Q1 2022 | 1,150 | $3,053,367,000 | +$255,677,987 | -$255,401,568 | +$276,419 | RPAR, IVV, GLDM, GUNR, TIP | 13F-HR | 10 May 2022, 14:59 |
| Q4 2021 | 1,169 | $3,168,463,000 | +$426,908,582 | -$96,041,327 | +$330,867,255 | RPAR, IVV, GLDM, TIP, OEF | 13F-HR | 09 Feb 2022, 09:37 |
| Q3 2021 | 1,131 | $2,661,685,000 | +$147,430,003 | -$85,578,672 | +$61,851,331 | RPAR, IVV, GLDM, TIP, ACWI | 13F-HR | 12 Nov 2021, 09:12 |
| Q2 2021 | 1,161 | $2,633,752,842 | +$314,926,902 | -$31,419,667 | +$283,507,235 | RPAR, IVV, GLDM, ACWI, TIP | 13F-HR | 05 Aug 2021, 09:09 |
| Q1 2021 | 1,157 | $2,211,356,000 | +$776,191,435 | -$62,971,650 | +$713,219,785 | RPAR, IVV, ACWI, GLDM, TIP | 13F-HR | 13 May 2021, 09:54 |
| Q4 2020 | 1,024 | $1,482,415,000 | +$192,470,319 | -$64,640,879 | +$127,829,440 | RPAR, GLDM, ACWI, OEF, VOO | 13F-HR | 12 Feb 2021, 09:15 |
| Q3 2020 | 1,012 | $1,233,520,000 | +$182,973,607 | -$26,016,828 | +$156,956,779 | RPAR, GLDM, ACWI, OEF, TIP | 13F-HR | 13 Nov 2020, 11:19 |
| Q2 2020 | 1,067 | $1,031,513,000 | +$259,994,332 | -$47,692,387 | +$212,301,945 | RPAR, GLDM, ACWI, OEF, TIP | 13F-HR | 10 Aug 2020, 15:18 |
| Q1 2020 | 1,125 | $702,600,834 | +$399,147,445 | -$182,738,510 | +$216,408,935 | RPAR, ACWI, GLDM, OEF, TIP | 13F-HR | 07 May 2020, 14:43 |
| Q4 2019 | 1,265 | $616,340,154 | +$131,347,200 | -$359,568,732 | -$228,221,532 | OEF, VOO, TRTX, SPY, IAU | 13F-HR | 07 Feb 2020, 11:54 |
| Q3 2019 | 1,406 | $812,689,642 | $0 | $0 | $0 | ACWI, OEF, BYD, TRTX, VOO | Restatement | 17 Dec 2019, 11:23 |