— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

EVOKE WEALTH, LLC

Q4 2025 · Filed 2026-02-06
Market Value
$5.2B
+8.2%
Holdings
710
+51
New Purchases
86
Added To
341
Closed
55
Reduced
177
Top 10 Concentration
47.4%
Turnover
19.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLDM 12.15% 11.58% +0.57% $630M
VTIP 1.78% 1.30% +0.48% $92M
SCHP 4.62% 4.36% +0.25% $239M
GOOGL 1.25% 1.00% +0.25% $65M
DFAU 2.17% 1.95% +0.22% $112M
GUNR 4.02% 3.84% +0.18% $208M
DFAI 1.97% 1.80% +0.17% $102M
LRCX 0.17% 0.03% +0.14% $9M
VWO 1.77% 1.63% +0.13% $91M
VEA 2.46% 2.34% +0.13% $128M
GOOG 0.72% 0.59% +0.13% $37M
XLU 0.28% 0.19% +0.10% $15M
MBB 1.54% 1.46% +0.08% $80M
SLV 0.26% 0.19% +0.07% $14M
AAPL 2.11% 2.03% +0.07% $109M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 8.31% 8.92% -0.62% $431M
SPY 1.62% 2.15% -0.53% $84M
OEF 2.71% 2.93% -0.22% $140M
TIP 2.19% 2.41% -0.22% $113M
LTPZ 0.66% 0.86% -0.19% $34M
AGG 1.19% 1.37% -0.18% $62M
MSFT 1.23% 1.39% -0.16% $64M
DOCS 0.20% 0.35% -0.15% $10M
RPAR 4.35% 4.50% -0.15% $226M
ACWI 2.21% 2.35% -0.13% $115M
NVDA 2.44% 2.57% -0.13% $126M
VTV 1.33% 1.45% -0.11% $69M
ORCL 0.21% 0.32% -0.11% $11M
VOO 2.08% 2.18% -0.11% $108M
ESGV 0.16% 0.23% -0.07% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $1.8B 34.3%
Large Cap 438 $2.7B 51.6%
Mid Cap 121 $375M 7.2%
Small Cap 56 $313M 6.0%
Micro Cap 18 $45M 0.9%

Portfolio Analytics

Avg Market Cap
$124.7B
Median Market Cap
$28.1B
Avg P/E
30.6
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
466
# ETFs / Funds
244

Top Holdings (710 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLDM 12.15% 7,374,785 $630M $85.37 $75M +123,123 +1.7%
2 IVV 8.31% 628,619 $431M $684.94 $3M -9,741 -1.5%
3 SCHP 4.62% 9,032,516 $239M $26.49 $30M +1,281,394 +16.5%
4 RPAR 4.35% 10,519,047 $226M $21.45 $10M +301,491 +3.0%
5 VTI 4.09% 632,468 $212M $335.27 $19M +44,816 +7.6%
6 GUNR 4.02% 4,546,036 $208M $45.85 $24M +340,810 +8.1%
7 OEF 2.71% 408,838 $140M $342.97 $24K -12,370 -2.9%
8 VEA 2.46% 2,044,257 $128M $62.47 $16M +177,235 +9.5%
9 NVDA 2.44% 677,692 $126M $186.50 $3M +18,185 +2.8%
10 ACWI 2.21% 810,919 $115M $141.49 $2M -1,947 -0.2%
11 TIP 2.19% 1,031,783 $113M $109.91 -$2M -5,733 -0.6%
12 DFAU 2.17% 2,402,762 $112M $46.80 $19M +359,768 +17.6%
13 AAPL 2.11% 401,605 $109M $271.86 $12M +18,921 +4.9%
14 VOO 2.08% 171,537 $108M $627.13 $3M +1,485 +0.9%
15 DFAI 1.97% 2,681,334 $102M $38.11 $16M +308,301 +13.0%
16 VTIP 1.78% 1,865,321 $92M $49.46 $30M +631,583 +51.2%
17 VWO 1.77% 1,701,757 $91M $53.76 $13M +258,561 +17.9%
18 SPY 1.62% 122,822 $84M $683.91 -$19M -31,592 -20.5%
19 MBB 1.54% 836,786 $80M $95.22 $10M +102,899 +14.0%
20 VTV 1.33% 361,980 $69M $190.99 -$225K -8,065 -2.2%
21 VT 1.30% 478,189 $67M $141.06 $3M +11,065 +2.4%
22 DFAE 1.27% 2,019,725 $66M $32.57 $7M +156,291 +8.4%
23 GOOGL 1.25% 207,418 $65M $313.00 $17M +10,451 +5.3%
24 MSFT 1.23% 131,925 $64M $483.62 -$3M +3,129 +2.4%
25 AGG 1.19% 616,806 $62M $99.88 -$4M -36,635 -5.6%
26 EMXC 1.02% 725,962 $53M $72.68 $3M -7,802 -1.1%
27 IVE 1.00% 245,312 $52M $212.07 $1M -64 -0.0%
28 VTWO 0.99% 515,110 $51M $99.52 $3M +25,123 +5.1%
29 VIG 0.76% 179,740 $40M $219.78 $2M +4,962 +2.8%
30 UPAR 0.74% 2,479,129 $38M $15.46 $998K -2,111 -0.1%
31 GOOG 0.72% 118,688 $37M $313.80 $9M +2,192 +1.9%
32 AMZN 0.68% 152,298 $35M $230.82 $3M +6,449 +4.4%
33 LTPZ 0.66% 663,471 $34M $51.95 -$7M -109,088 -14.1%
34 VONE 0.54% 90,849 $28M $309.04 $689K +269 +0.3%
35 STIP 0.51% 255,665 $26M $102.39 $2M +21,762 +9.3%
36 GLD 0.43% 55,620 $22M $396.31 $2M -2,055 -3.6%
37 META 0.38% 29,900 $20M $660.09 $1M +4,833 +19.3%
38 MA 0.36% 32,361 $18M $570.89 $549K +848 +2.7%
39 IAU 0.32% 206,701 $17M $81.17 $2M
40 JNJ 0.31% 78,763 $16M $206.95 $2M +1,922 +2.5%
41 BRK-B 0.30% 30,729 $15M $502.65 $4M +8,021 +35.3%
42 VGIT 0.29% 254,784 $15M $59.93 $1M +20,561 +8.8%
43 XLU 0.28% 345,222 $15M $42.69 $6M +243,153 +238.2%
44 QQQ 0.28% 23,987 $15M $614.31 $215K -171 -0.7%
45 IGOV 0.26% 329,024 $14M $41.66 $3M +73,318 +28.7%
46 SLV 0.26% 210,607 $14M $64.42 $4M -4,141 -1.9%
47 AVGO 0.25% 38,133 $13M $346.10 $1M +2,614 +7.4%
48 JPM 0.24% 38,596 $12M $322.22 $686K +1,344 +3.6%
49 VNQ 0.24% 138,211 $12M $88.49 $4M +44,687 +47.8%
50 LLY 0.23% 11,220 $12M $1,074.67 $4M +972 +9.5%
51 TLT 0.22% 130,255 $11M $87.16 -$3M -25,085 -16.1%
52 MCO 0.22% 21,909 $11M $510.85 $621K -276 -1.2%
53 ORCL 0.21% 55,033 $11M $194.91 -$4M +1,358 +2.5%
54 TJX 0.20% 67,773 $10M $153.61 $2M +6,847 +11.2%
55 DOCS 0.20% 229,435 $10M $44.28 -$7M -202 -0.1%
56 V 0.19% 28,430 $10M $350.71 $1M +3,554 +14.3%
57 AZO 0.17% 2,570 $9M $3,391.50 -$3M -100 -3.8%
58 LRCX 0.17% 50,132 $9M $171.44 $7M +39,624 +377.1%
59 IWM 0.16% 34,645 $9M $246.16 $1M +4,094 +13.4%
60 DFIV 0.16% 168,177 $8M $49.90 $4M +72,809 +76.3%
61 ADI 0.16% 30,578 $8M $271.20 $755K -102 -0.3%
62 VSGX 0.16% 114,200 $8M $71.62 $1M +13,515 +13.4%
63 ESGV 0.16% 66,654 $8M $120.96 -$3M -26,318 -28.3%
64 TSLA 0.14% 16,470 $7M $449.72 $726K +1,448 +9.6%
65 VXUS 0.14% 97,689 $7M $75.44 $307K +1,542 +1.6%
66 ABBV 0.13% 29,957 $7M $228.49 -$149K -251 -0.8%
67 PEP 0.13% 46,139 $7M $144.96 $293K +603 +1.3%
68 CVX 0.13% 43,168 $7M $152.41 -$105K +128 +0.3%
69 GNR 0.13% 105,828 $7M $62.14 $563K +4,268 +4.2%
70 LOW 0.13% 27,082 $7M $241.16 -$251K +94 +0.3%
71 UNH 0.12% 19,187 $6M $330.11 -$286K +15 +0.1%
72 XME 0.12% 61,031 $6M $103.61 $948K +3,354 +5.8%
73 AGI 0.12% 162,976 $6M $38.58 $1M +25,519 +18.6%
74 GS 0.12% 7,085 $6M $879.01 $574K -14 -0.2%
75 SNOW 0.12% 28,080 $6M $219.36 -$233K -263 -0.9%
76 BRK-A 0.12% 8 $6M $754,800.00 $3M +4 +100.0%
77 IBIT 0.12% 120,811 $6M $49.65 -$638K +18,710 +18.3%
78 GDX 0.11% 69,482 $6M $85.77 -$119K -10,074 -12.7%
79 CME 0.11% 20,889 $6M $273.08 -$95K -574 -2.7%
80 IWR 0.11% 58,788 $6M $96.27 -$13K +34 +0.1%
81 XOM 0.11% 46,738 $6M $120.34 $540K +1,639 +3.6%
82 LIN 0.11% 12,968 $6M $426.39 -$803K -362 -2.7%
83 XLK 0.11% 38,344 $6M $143.97 $2M +25,599 +200.9%
84 NFLX 0.11% 58,109 $5M $93.76 -$472K +53,171 +1076.8%
85 IWB 0.10% 14,497 $5M $373.45 $118K +8 +0.1%
86 QCOM 0.10% 31,528 $5M $171.05 $1M +6,964 +28.4%
87 MSCI 0.10% 9,200 $5M $573.72 -$125K -323 -3.4%
88 DIS 0.10% 43,905 $5M $114.53 -$72K -640 -1.4%
89 PG 0.10% 34,770 $5M $143.31 -$196K +1,065 +3.2%
90 WMT 0.10% 44,498 $5M $111.64 $989K +5,891 +15.3%
91 AEM 0.09% 28,786 $5M $169.53 $1M +5,930 +25.9%
92 IWF 0.09% 10,103 $5M $473.32 $1M +2,217 +28.1%
93 RSP 0.09% 24,853 $5M $191.56 $195K +784 +3.3%
94 PGF 0.09% 334,076 $5M $14.14 $70K +15,752 +5.0%
95 AXP 0.09% 12,177 $5M $369.95 $905K +1,341 +12.4%
96 SHW 0.09% 13,807 $4M $324.02 -$336K -83 -0.6%
97 BAC 0.08% 79,281 $4M $55.00 $293K +436 +0.6%
98 ESGE 0.08% 97,881 $4M $44.17 $23K -1,168 -1.2%
99 COST 0.08% 4,948 $4M $862.28 $189K +543 +12.3%
100 CL 0.08% 52,855 $4M $79.02 $19K +845 +1.6%

Options Breakdown

5 Calls $2M Call Value 17 Puts $157M Put Value 94.47 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 2,300 $2M
SLV 1,000 $64K NEW
XLI 200 $31K
VXX $0 SOLD
TLT $0 SOLD

Top Puts

SymbolSharesValueStatus
NVDA 432,700 $81M
GOOG 67,700 $21M
AAPL 72,700 $20M
GOOGL 57,600 $18M
LRCX 39,200 $7M NEW
AMZN 16,200 $4M
DOCS 50,000 $2M
MSFT 3,600 $2M
ANET 8,000 $1M
SPY 1,100 $750K

New Positions

SymbolValue% Port
GQGU $3M 0.05%
HLF $3M 0.05%
XLY $1M 0.02%
BITB $1M 0.02%
AIA $1M 0.02%
EEMA $920K 0.02%
PCOR $912K 0.02%
TEAM $896K 0.02%
RYF $787K 0.02%
ACWX $712K 0.01%
FXH $612K 0.01%
CMG $542K 0.01%
AKRE $474K 0.01%
FEMB $453K 0.01%
MKTX $425K 0.01%

Sold Out Positions

SymbolValue% Port
EXR —%
PDI —%
ARE —%
FNF —%
NMAX —%
MGM —%
GRMN —%
VST —%
KNX —%
MET —%
OVV —%
NNN —%
PINS —%
UL —%
CHD —%
View SEC EDGAR Filings for EVOKE WEALTH, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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