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EVOKE WEALTH, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$5.4B
+4.3%
Holdings
742
+32
New Purchases
87
Added To
306
Closed
53
Reduced
224
Top 10 Concentration
49.0%
Turnover
18.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GUNR 4.96% 4.02% +0.94% $268M
GLDM 12.82% 12.15% +0.67% $693M
AVTM 0.54% 0.00% +0.54% $29M
SCHP 5.12% 4.62% +0.50% $277M
VTIP 2.14% 1.78% +0.36% $116M
VEA 2.68% 2.46% +0.21% $145M
IVV 8.50% 8.31% +0.19% $459M
DFAI 2.12% 1.97% +0.14% $114M
J 0.17% 0.04% +0.13% $9M
VWO 1.89% 1.77% +0.12% $102M
XLU 0.37% 0.28% +0.09% $20M
STIP 0.59% 0.51% +0.08% $32M
VTWO 1.06% 0.99% +0.07% $57M
DFAE 1.33% 1.27% +0.07% $72M
VNQ 0.30% 0.24% +0.06% $16M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 0.83% 1.23% -0.40% $45M
OEF 2.38% 2.71% -0.32% $129M
NVDA 2.14% 2.44% -0.30% $116M
GOOGL 0.98% 1.25% -0.27% $53M
VTI 3.85% 4.09% -0.24% $208M
AAPL 1.88% 2.11% -0.23% $102M
MA 0.15% 0.36% -0.21% $8M
ACWI 2.04% 2.21% -0.18% $110M
LTPZ 0.50% 0.66% -0.16% $27M
SPY 1.47% 1.62% -0.15% $80M
QQQ 0.16% 0.28% -0.12% $9M
GOOG 0.60% 0.72% -0.12% $32M
DOCS 0.08% 0.20% -0.12% $4M
VOO 1.97% 2.08% -0.10% $107M
MCO 0.13% 0.22% -0.09% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.7B 32.2%
Large Cap 467 $2.8B 52.4%
Mid Cap 122 $436M 8.1%
Small Cap 58 $351M 6.5%
Micro Cap 16 $49M 0.9%

Portfolio Analytics

Avg Market Cap
$121.7B
Median Market Cap
$28.2B
Avg P/E
31.1
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
495
# ETFs / Funds
247

Top Holdings (742 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLDM 12.82% 7,472,647 $693M $92.69 $63M +97,862 +1.3%
2 IVV 8.50% 702,776 $459M $653.21 $28M +74,157 +11.8%
3 SCHP 5.12% 10,392,695 $277M $26.61 $37M +1,360,179 +15.1%
4 GUNR 4.96% 4,859,753 $268M $55.16 $60M +313,717 +6.9%
5 RPAR 4.40% 10,669,231 $237M $22.26 $12M +150,184 +1.4%
6 VTI 3.85% 648,887 $208M $320.81 -$4M +16,419 +2.6%
7 VEA 2.68% 2,257,880 $145M $64.08 $17M +213,623 +10.4%
8 OEF 2.38% 404,867 $129M $318.07 -$11M -3,971 -1.0%
9 NVDA 2.14% 664,098 $116M $174.41 -$11M -13,594 -2.0%
10 VTIP 2.14% 2,312,674 $116M $49.95 $23M +447,353 +24.0%
11 TIP 2.13% 1,042,055 $115M $110.36 $2M +10,272 +1.0%
12 DFAU 2.12% 2,537,064 $114M $45.12 $2M +134,302 +5.6%
13 DFAI 2.12% 2,935,091 $114M $38.96 $12M +253,757 +9.5%
14 ACWI 2.04% 794,905 $110M $138.37 -$5M -16,014 -2.0%
15 VOO 1.97% 178,473 $107M $597.55 -$929K +6,936 +4.0%
16 VWO 1.89% 1,885,136 $102M $54.05 $10M +183,379 +10.8%
17 AAPL 1.88% 400,044 $102M $253.79 -$8M -1,561 -0.4%
18 MBB 1.56% 886,160 $84M $94.95 $4M +49,374 +5.9%
19 SPY 1.47% 122,209 $80M $652.15 -$4M -613 -0.5%
20 DFAE 1.33% 2,129,704 $72M $33.86 $6M +109,979 +5.5%
21 VTV 1.33% 364,990 $72M $196.20 $2M +3,010 +0.8%
22 VT 1.23% 481,063 $67M $138.32 -$913K +2,874 +0.6%
23 AGG 1.12% 609,491 $61M $99.27 -$1M -7,315 -1.2%
24 EMXC 1.06% 727,182 $57M $78.66 $4M +1,220 +0.2%
25 VTWO 1.06% 570,798 $57M $100.17 $6M +55,688 +10.8%
26 GOOGL 0.98% 184,761 $53M $287.56 -$12M -22,657 -10.9%
27 IVE 0.97% 247,726 $52M $211.15 $284K +2,414 +1.0%
28 MSFT 0.83% 121,002 $45M $370.17 -$19M -10,923 -8.3%
29 UPAR 0.77% 2,549,846 $41M $16.23 $3M +70,717 +2.9%
30 VIG 0.73% 182,902 $39M $215.06 -$168K +3,162 +1.8%
31 AMZN 0.61% 158,941 $33M $208.27 -$2M +6,643 +4.4%
32 GOOG 0.60% 113,021 $32M $286.86 -$5M -5,667 -4.8%
33 STIP 0.59% 306,484 $32M $103.43 $6M +50,819 +19.9%
34 AVTM 0.54% 624,484 $29M $47.01 +624,484 NEW
35 LTPZ 0.50% 531,554 $27M $51.03 -$7M -131,917 -19.9%
36 VONE 0.49% 90,192 $27M $295.12 -$1M -657 -0.7%
37 GLD 0.44% 54,900 $24M $430.29 $2M -720 -1.3%
38 XLU 0.37% 434,920 $20M $45.89 $5M +89,698 +26.0%
39 IAU 0.34% 205,916 $18M $88.16 $1M -785 -0.4%
40 META 0.32% 30,101 $17M $572.14 -$3M +201 +0.7%
41 JNJ 0.30% 66,369 $16M $244.44 -$77K -12,394 -15.7%
42 VNQ 0.30% 182,211 $16M $88.70 $4M +44,000 +31.8%
43 IGOV 0.29% 379,118 $16M $41.06 $2M +50,094 +15.2%
44 VGIT 0.28% 258,106 $15M $59.55 $101K +3,322 +1.3%
45 BRK-B 0.27% 30,612 $15M $479.21 -$776K -117 -0.4%
46 SLV 0.25% 200,806 $14M $68.14 $116K -9,801 -4.7%
47 AVGO 0.24% 41,142 $13M $309.52 -$464K +3,009 +7.9%
48 DFIV 0.22% 227,168 $12M $52.78 $4M +58,991 +35.1%
49 LLY 0.21% 12,603 $12M $919.77 -$466K +1,383 +12.3%
50 JPM 0.21% 39,316 $12M $294.16 -$871K +720 +1.9%
51 IWM 0.19% 41,603 $10M $248.00 $2M +6,958 +20.1%
52 LRCX 0.18% 45,948 $10M $213.92 $1M -4,184 -8.3%
53 CVX 0.17% 44,347 $9M $206.90 $3M +1,179 +2.7%
54 J 0.17% 71,007 $9M $127.28 $7M +56,746 +397.9%
55 QQQ 0.16% 15,431 $9M $577.18 -$6M -8,556 -35.7%
56 TLT 0.16% 102,108 $9M $86.69 -$3M -28,147 -21.6%
57 XOM 0.16% 51,152 $9M $169.66 $3M +4,414 +9.4%
58 TSLA 0.16% 22,809 $8M $371.76 $1M +6,339 +38.5%
59 VSGX 0.15% 114,262 $8M $71.73 $17K +62 +0.1%
60 MA 0.15% 15,865 $8M $499.67 -$11M -16,496 -51.0%
61 GNR 0.15% 105,657 $8M $74.67 $1M -171 -0.2%
62 VXUS 0.15% 101,621 $8M $77.11 $466K +3,932 +4.0%
63 ESGV 0.14% 66,700 $7M $112.27 -$574K +46 +0.1%
64 ADI 0.14% 23,360 $7M $318.15 -$861K -7,218 -23.6%
65 AGI 0.13% 163,108 $7M $44.43 $959K +132 +0.1%
66 MCO 0.13% 15,599 $7M $436.27 -$4M -6,310 -28.8%
67 ORCL 0.13% 45,968 $7M $147.11 -$4M -9,065 -16.5%
68 XME 0.12% 62,508 $7M $108.01 $428K +1,477 +2.4%
69 TJX 0.12% 41,447 $7M $159.70 -$4M -26,326 -38.8%
70 GDX 0.12% 69,482 $6M $91.77 $417K
71 V 0.11% 20,476 $6M $302.25 -$4M -7,954 -28.0%
72 PEP 0.11% 39,315 $6M $155.29 -$583K -6,824 -14.8%
73 AZO 0.11% 1,778 $6M $3,377.78 -$3M -792 -30.8%
74 GS 0.11% 6,978 $6M $846.04 -$324K -107 -1.5%
75 NFLX 0.11% 61,201 $6M $96.15 $436K +3,092 +5.3%
76 AEM 0.11% 28,869 $6M $202.99 $980K +83 +0.3%
77 BRK-A 0.11% 8 $6M $718,140.00 -$293K
78 PG 0.10% 37,286 $5M $144.44 $403K +2,516 +7.2%
79 LIN 0.10% 10,755 $5M $495.76 -$197K -2,213 -17.1%
80 WMT 0.10% 42,602 $5M $124.53 $337K -1,896 -4.3%
81 ABBV 0.10% 24,240 $5M $217.49 -$2M -5,717 -19.1%
82 COST 0.10% 5,286 $5M $996.59 $1M +338 +6.8%
83 RSP 0.10% 27,013 $5M $191.92 $424K +2,160 +8.7%
84 IWB 0.09% 14,391 $5M $356.57 -$283K -106 -0.7%
85 XLK 0.09% 38,516 $5M $132.90 -$402K +172 +0.5%
86 IBIT 0.09% 131,790 $5M $38.42 -$935K +10,979 +9.1%
87 IWR 0.09% 48,842 $5M $97.23 -$911K -9,946 -16.9%
88 UNH 0.08% 16,481 $4M $270.59 -$2M -2,706 -14.1%
89 ESGE 0.08% 97,881 $4M $45.47 $127K
90 LOW 0.08% 18,527 $4M $236.29 -$2M -8,555 -31.6%
91 CME 0.08% 14,812 $4M $295.37 -$1M -6,077 -29.1%
92 IWF 0.08% 10,091 $4M $426.41 -$479K -12 -0.1%
93 SNOW 0.08% 28,103 $4M $150.82 -$2M +23 +0.1%
94 DOCS 0.08% 180,820 $4M $23.30 -$6M -48,615 -21.2%
95 MUC 0.08% 401,081 $4M $10.45 $451K +48,078 +13.6%
96 PGF 0.08% 301,284 $4M $13.76 -$578K -32,792 -9.8%
97 CL 0.08% 48,138 $4M $85.23 -$74K -4,717 -8.9%
98 ALLW 0.07% 136,474 $4M $28.85 $2M +67,397 +97.6%
99 EFG 0.07% 33,815 $4M $111.37 $933K +8,942 +36.0%
100 PEY 0.07% 171,360 $4M $21.42 $177K

Options Breakdown

4 Calls $130K Call Value 16 Puts $148M Put Value 1136.67 P/C Ratio

Top Calls

SymbolSharesValueStatus
TLT 1,500 $130K NEW
SLV $0 SOLD
SPY $0 SOLD
XLI $0 SOLD

Top Puts

SymbolSharesValueStatus
NVDA 432,700 $75M
GOOG 67,700 $19M
AAPL 72,700 $18M
GOOGL 57,600 $17M
LRCX 39,200 $8M
AMZN 16,200 $3M
SPY 4,600 $3M
MSFT 3,600 $1M
ANET 8,000 $982K
NOW 2,500 $261K

New Positions

SymbolValue% Port
AVTM $29M 0.54%
SHY $2M 0.03%
XOP $874K 0.02%
AZN $727K 0.01%
VTEB $709K 0.01%
TUA $697K 0.01%
SGOL $672K 0.01%
AON $593K 0.01%
DOW $547K 0.01%
RSG $524K 0.01%
OXY $498K 0.01%
OWL $495K 0.01%
COPX $491K 0.01%
EOG $486K 0.01%
OIH $482K 0.01%

Sold Out Positions

SymbolValue% Port
ESTC —%
YUM —%
AIG —%
ASH —%
SUN —%
ETSY —%
ET —%
SPG —%
VLTO —%
MTG —%
PK —%
ARI —%
STE —%
BSTZ —%
SOLV —%
View SEC EDGAR Filings for EVOKE WEALTH, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms