EVOKE WEALTH, LLC
CIK
1793432
Location
Los Angeles, CA
Portfolio Value
Micro
$798,741
Diversification
Highly concentrated
Filing Date
Global Rank
#8,651
/ 8,700
▼ 7907
Top Industry
Semiconductors
54.5%
Period ended 2 months ago
Filed Aug 10, 2026 · 34d
26 quarters · since Mar 2020
Portfolio Concentration
2 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
54.5%
+33.9 pts
Top 5
100.0%
+48.8 pts
Top 10
100.0%
+29.7 pts
HHI
5,041
Highly concentrated+4,246
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 100.0% | $798,741 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 6,147,207 | $1,139,995,714 | |
| GLDM | World Gold Trust | 7,472,647 | $692,639,650 | |
| VB | Vanguard Morningstar Small-Cap ETF | 1,228,806 | $391,863,662 | |
| DCOR | Dimensional US Core Equity 1 ETF | 8,034,494 | $321,737,396 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 10,718,510 | $285,407,427 | |
| — | 13,219,077 | $278,886,182 | ||
| BNDC | FlexShares Core Select Bond Fund | 4,859,753 | $268,063,975 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 2,386,928 | $170,245,445 | |
| VEA | Vanguard FTSE Developed Markets ETF | 2,257,880 | $144,684,950 | |
| GOOGL | Alphabet Inc. | 423,082 | $121,534,955 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | 2,312,674 | $115,518,066 | |
| SPY | Spdr S&P 500 ETF Trust | 126,809 | $82,468,965 | |
| BNDW | Vanguard Total World Bond ETF | 863,331 | $74,550,010 | |
| BKF | iShares MSCI BIC ETF | 790,153 | $60,575,843 | |
| VIG | Vanguard Dividend Appreciation ETF | 365,113 | $55,497,019 | |
| MSFT | Microsoft Corp | 124,602 | $46,123,922 | |
| AMZN | Amazon Com Inc | 175,141 | $36,476,616 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 571,883 | $34,439,050 | |
| ACSG | American Century Small Cap Growth Insights ETF | 673,880 | $33,688,923 | |
| BILZ | PIMCO Ultra Short Government Active ETF | 589,678 | $28,648,048 | |
| GLD | Spdr Gold Trust | 54,900 | $23,622,921 | |
| EDV | Vanguard World Funds Extended Duration ETF | 220,640 | $23,443,632 | |
| BRK-B | Berkshire Hathaway Inc | 30,620 | $20,414,390 | |
| LRCX | Lam Research Corp | 85,148 | $18,192,721 | |
| IAU | Ishares Gold Trust | 205,916 | $18,153,554 | |
| No positions match the current search. | ||||
2 tracked positions ·
$798,741 total
· filing declares
4 positions · $1,555,876
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,177 | $435,595 | 54.54% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,255 | $363,146 | 45.46% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.