Universe · entity
EVOKE WEALTH, LLC
Institutional manager (13F) · CIK 1793432
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WORLD GOLD TR | $693M | 7,472,647 |
| 2 | ISHARES TR | $459M | 702,776 |
| 3 | SCHWAB STRATEGIC TR | $277M | 10,392,695 |
| 4 | FLEXSHARES TR | $268M | 4,859,753 |
| 5 | TIDAL TRUST I | $237M | 10,669,231 |
| 6 | VANGUARD INDEX FDS | $208M | 648,887 |
| 7 | VANGUARD TAX-MANAGED FDS | $145M | 2,257,880 |
| 8 | ISHARES TR | $129M | 404,867 |
| 9 | NVIDIA CORPORATION | $116M | 664,098 |
| 10 | VANGUARD MALVERN FDS | $116M | 2,312,674 |
| 11 | ISHARES TR | $115M | 1,042,055 |
| 12 | DIMENSIONAL ETF TRUST | $114M | 2,537,064 |
| 13 | DIMENSIONAL ETF TRUST | $114M | 2,935,091 |
| 14 | ISHARES TR | $110M | 794,905 |
| 15 | VANGUARD INDEX FDS | $107M | 178,473 |
| 16 | VANGUARD INTL EQUITY INDEX F | $102M | 1,885,136 |
| 17 | APPLE INC | $102M | 400,044 |
| 18 | ISHARES TR | $84M | 886,160 |
| 19 | STATE STR SPDR S&P 500 ETF T | $80M | 122,209 |
| 20 | DIMENSIONAL ETF TRUST | $72M | 2,129,704 |
| 21 | VANGUARD INDEX FDS | $72M | 364,990 |
| 22 | VANGUARD INTL EQUITY INDEX F | $67M | 481,063 |
| 23 | ISHARES TR | $61M | 609,491 |
| 24 | ISHARES INC | $57M | 727,182 |
| 25 | VANGUARD SCOTTSDALE FDS | $57M | 570,798 |
| 26 | ALPHABET INC | $53M | 184,761 |
| 27 | ISHARES TR | $52M | 247,726 |
| 28 | MICROSOFT CORP | $45M | 121,002 |
| 29 | TIDAL TRUST I | $41M | 2,549,846 |
| 30 | VANGUARD SPECIALIZED FUNDS | $39M | 182,902 |
| 31 | AMAZON COM INC | $33M | 158,941 |
| 32 | ALPHABET INC | $32M | 113,021 |
| 33 | ISHARES TR | $32M | 306,484 |
| 34 | AMERICAN CENTY ETF TR | $29M | 624,484 |
| 35 | PIMCO ETF TR | $27M | 531,554 |
| 36 | VANGUARD SCOTTSDALE FDS | $27M | 90,192 |
| 37 | SPDR GOLD TR | $24M | 54,900 |
| 38 | SELECT SECTOR SPDR TR | $20M | 434,920 |
| 39 | ISHARES GOLD TR | $18M | 205,916 |
| 40 | META PLATFORMS INC | $17M | 30,101 |
| 41 | JOHNSON & JOHNSON | $16M | 66,369 |
| 42 | VANGUARD INDEX FDS | $16M | 182,211 |
| 43 | ISHARES TR | $16M | 379,118 |
| 44 | VANGUARD SCOTTSDALE FDS | $15M | 258,106 |
| 45 | BERKSHIRE HATHAWAY INC DEL | $15M | 30,612 |
| 46 | ISHARES SILVER TR | $14M | 200,806 |
| 47 | BROADCOM INC | $13M | 41,142 |
| 48 | DIMENSIONAL ETF TRUST | $12M | 227,168 |
| 49 | ELI LILLY & CO | $12M | 12,603 |
| 50 | JPMORGAN CHASE & CO | $12M | 39,316 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.