13F Filings History of EVOKE WEALTH, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • EVOKE WEALTH, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • EVOKE WEALTH, LLC reported 4 equity holdings with a total reported market value of $1,555,876 for Q2 2026. Top reported holdings included RPAR, NVDA, AAPL, and VTI.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Brian Waters - General Counsel and Chief Compliance Officer
Manager location
Los Angeles, CA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$1,555,876
Quarter delta
-$5,418,295,213
Accepted
10 Aug 2026, 15:19
Rows shown
1-25 of 28
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 4 $1,555,876 $0 -$5,481,650,365 -$5,481,650,365 RPAR, NVDA, AAPL, VTI 13F-HR 10 Aug 2026, 15:19
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
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