EVOKE WEALTH, LLC

CIK

1793432

Location

Los Angeles, CA

Portfolio Value

Mid $1,929,215,967

Diversification

Diversified

Filing Date

Global Rank

#1,233 / 8,622 ▼ 1 · as of Mar 2026

Top Industry

Semiconductors 21.1%

3Y Alpha vs SPY

+1.2%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+72.7%

SPY

+67.9%

Annualised alpha

+1.1%

Max drawdown

−12.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 90% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

483 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

35.9%

+3.9 pts

Top 5

59.9%

+2.3 pts

Top 10

67.3%

+1.3 pts

HHI

1,478

Diversified+237

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.5%	$859,227,041	19
Technology	24.4%	$470,093,901	75
Financial Services	6.5%	$124,634,901	93
Communication Services	5.3%	$103,049,069	19
Consumer Cyclical	4.8%	$92,021,164	54
Healthcare	4.3%	$82,664,827	62
Industrials	3.8%	$72,355,691	65
Consumer Defensive	1.9%	$37,006,619	22
Energy	1.8%	$34,998,056	24
Basic Materials	1.6%	$30,565,438	20
Real Estate	0.7%	$12,575,184	16
Utilities	0.5%	$10,024,076	14

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OBDC	Blue Owl Capital Corp	+120,479	296,141	$3,275,319
GLDM	World Gold Trust	+97,862	7,472,647	$692,639,650
J	Jacobs Solutions Inc.	+56,746	71,007	$9,037,770
OUT	OUTFRONT Media Inc.	+52,659	114,920	$3,045,380
MUC	Blackrock Muniholdings California Quality Fund, Inc.	+48,078	401,081	$4,171,242
PCG	PG&E Corp	+22,065	79,651	$1,399,468
GBDC	GOLUB CAPITAL BDC, Inc.	+13,011	38,964	$493,284
FBTC	Fidelity Wise Origin Bitcoin Fund	+12,060	25,300	$1,493,459
IBIT	iShares Bitcoin Trust ETF	+10,979	131,790	$5,063,371
S	SentinelOne, Inc.	+9,708	153,071	$1,971,554
KMI	Kinder Morgan, Inc.	+9,411	19,694	$660,339
WIT	Wipro Ltd	+9,379	25,523	$54,108
MFG	Mizuho Financial Group Inc	+8,732	25,012	$198,595
TFC	Truist Financial Corp	+8,266	15,132	$695,618
BMY	Bristol Myers Squibb Co	+7,845	25,490	$1,545,968
AMZN	Amazon Com Inc	+6,643	175,141	$36,476,616
IAUM	iShares Gold Trust Micro	+6,451	14,909	$696,250
HPE	Hewlett Packard Enterprise Co	+6,409	15,621	$371,936
TSLA	Tesla, Inc.	+6,339	22,809	$8,479,245
DKNG	DraftKings Inc.	+5,945	15,808	$341,768
XOM	ExxonMobil Holdings Corp	+4,414	51,152	$8,678,448
CMCSA	Comcast Corp	+4,402	12,579	$361,143
VLY	Valley National Bancorp	+4,293	14,323	$175,886
KO	Coca Cola Co	+4,243	31,031	$2,359,907
PFE	Pfizer Inc	+4,163	33,056	$928,212
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOCS	Doximity, Inc.	−98,615	180,820	$4,213,106
SM	SM Energy Co	−36,974	93,870	$2,926,866
TJX	Tjx Companies Inc /De/	−26,326	41,447	$6,619,085
CPRT	Copart Inc	−23,385	43,918	$1,458,077
GOOGL	Alphabet Inc.	−22,657	242,361	$69,693,329
CARR	CARRIER GLOBAL Corp	−21,941	52,862	$2,976,659
ADT	ADT Inc.	−20,237	14,134	$92,860
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−18,589	236,500	$2,655,895
BAC	Bank Of America Corp /De/	−16,627	62,654	$3,054,382
MA	Mastercard Inc	−16,496	15,865	$7,927,105
TTD	Trade Desk, Inc.	−13,795	13,874	$314,801
NVDA	Nvidia Corp	−13,594	1,096,798	$191,281,571
JNJ	Johnson & Johnson	−12,394	66,369	$16,223,238
SLV	iShares Silver Trust	−12,001	200,806	$13,682,920
GGG	Graco Inc	−11,922	28,493	$2,411,932
OTIS	Otis Worldwide Corp	−11,693	25,086	$1,933,628
OUNZ	VanEck Merk Gold ETF	−11,603	69,122	$3,113,946
ROST	Ross Stores, Inc.	−11,322	2,274	$492,616
MSFT	Microsoft Corp	−10,923	124,602	$46,123,922
NKX	Nuveen California Amt-Free Quality Municipal Income Fund	−9,978	143,219	$1,704,306
DIS	Walt Disney Co	−9,647	34,258	$3,301,786
QCOM	Qualcomm Inc/De	−9,524	22,004	$2,833,675
ORCL	Oracle Corp	−9,065	45,968	$6,762,352
QQQ	Invesco Qqq Trust, Series 1	−8,656	15,831	$9,137,336
LOW	Lowes Companies Inc	−8,555	18,527	$4,377,559
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	3,687	$727,150
SGOL	abrdn Gold ETF Trust	15,061	$672,021
AON	Aon plc	1,835	$592,301
DOW	Dow Inc.	13,141	$547,322
RSG	Republic Services, Inc.	2,393	$524,114
OXY	Occidental Petroleum Corp /De/	7,630	$495,950
OWL	Blue Owl Capital Inc.	54,224	$495,065
EOG	Eog Resources Inc	3,362	$486,044
BURL	Burlington Stores, Inc.	1,383	$450,000
LITE	Lumentum Holdings Inc.	621	$436,413
FIVE	Five Below, Inc	1,876	$428,628
ITT	Itt Inc.	2,205	$420,118
CTAS	Cintas Corp	2,422	$409,657
KEYS	Keysight Technologies, Inc.	1,446	$408,307
KMX	Carmax Inc	8,706	$361,995
TW	Tradeweb Markets Inc.	3,048	$358,627
SITE	SiteOne Landscape Supply, Inc.	2,669	$355,270
FISV	Fiserv Inc	6,348	$354,218
RCL	Royal Caribbean Cruises Ltd	1,263	$347,552
MOH	Molina Healthcare, Inc.	2,486	$331,383
LNG	Cheniere Energy, Inc.	1,093	$310,149
GIS	General Mills Inc	8,324	$309,819
EXE	EXPAND ENERGY Corp	2,815	$309,030
DECK	Deckers Outdoor Corp	3,086	$308,877
APD	Air Products & Chemicals, Inc.	1,052	$305,595
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TEAM	Atlassian Corp	5,524	$895,661
GKOS	GLAUKOS Corp	7,441	$840,163
HDB	Hdfc Bank Ltd	21,068	$769,824
MDT	Medtronic plc	5,708	$548,310
PAYC	Paycom Software, Inc.	3,335	$531,465
LYFT	Lyft, Inc.	19,160	$371,129
VLTO	Veralto Corp	3,682	$367,389
FANG	Diamondback Energy, Inc.	2,275	$342,000
STE	STERIS plc	1,331	$337,435
KDP	Keurig Dr Pepper Inc.	11,972	$335,335
ESTC	Elastic N.V.	4,120	$310,812
BSTZ	BlackRock Science & Technology Term Trust	13,122	$296,688
ET	Energy Transfer LP	17,513	$288,789
ETSY	Etsy Inc	5,066	$280,859
MAR	Marriott International Inc /Md/	880	$273,011
EXAS	EXACT SCIENCES CORP	2,663	$270,454
SOLV	Solventum Corp	3,406	$269,891
XYZ	Block, Inc.	4,108	$267,389
FETH	Fidelity Ethereum Fund	9,000	$266,490
SUN	Sunoco LP	4,877	$255,603
MTG	Mgic Investment Corp	8,497	$248,282
MANH	Manhattan Associates Inc	1,432	$248,179
MNST	Monster Beverage Corp	3,186	$244,270
ALGN	Align Technology Inc	1,506	$235,161
ASH	Ashland Inc.	3,900	$228,813
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

483 tracked positions · $1,929,215,967 total · filing declares 711 positions · $5,567,788,568 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 483 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Added	7,472,647	+97,862	$692,639,650	+10.0%	35.90%
NVDA	Nvidia Corp PUT + SHARES Technology	Reduced	1,096,798	-13,594	$191,281,571	−7.6%	9.91%
AAPL	Apple Inc. PUT + SHARES Technology	Reduced	472,744	-1,561	$119,977,699	−7.0%	6.22%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	126,809	+587	$82,468,965	−4.2%	4.27%
GOOGL	Alphabet Inc. PUT + SHARES Communication Services	Reduced	242,361	-22,657	$69,693,329	−16.0%	3.61%
MSFT	Microsoft Corp PUT + SHARES Technology	Reduced	124,602	-10,923	$46,123,922	−29.6%	2.39%
AMZN	Amazon Com Inc PUT + SHARES Consumer Cyclical	Added	175,141	+6,643	$36,476,616	−6.2%	1.89%
GLD	Spdr Gold Trust	Reduced	54,900	-720	$23,622,921	+7.2%	1.22%
LRCX	Lam Research Corp PUT + SHARES Technology	Reduced	85,148	-4,184	$18,192,721	+19.0%	0.94%
IAU	Ishares Gold Trust	Reduced	205,916	-785	$18,153,554	+8.2%	0.94%
META	Meta Platforms, Inc. Communication Services	Added	30,101	+201	$17,221,685	−12.7%	0.89%
JNJ	Johnson & Johnson Healthcare	Reduced	66,369	-12,394	$16,223,238	−0.5%	0.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	30,612	-117	$14,669,270	−5.0%	0.76%
SLV	iShares Silver Trust	Reduced	200,806	-12,001	$13,682,920	−0.2%	0.71%
AVGO	Broadcom Inc. Technology	Added	41,142	+3,009	$12,733,860	−3.5%	0.66%
LLY	ELI LILLY & Co Healthcare	Added	12,603	+1,383	$11,591,861	−3.9%	0.60%
JPM	Jpmorgan Chase & Co Financial Services	Added	39,316	+720	$11,565,194	−7.0%	0.60%
CVX	Chevron Corp Energy	Added	44,347	+1,179	$9,175,394	+39.5%	0.48%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Reduced	15,831	-8,656	$9,137,336	−39.3%	0.47%
J	Jacobs Solutions Inc. Industrials	Added	71,007	+56,746	$9,037,770	+378.4%	0.47%
XOM	ExxonMobil Holdings Corp Energy	Added	51,152	+4,414	$8,678,448	+54.3%	0.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	22,809	+6,339	$8,479,245	+14.5%	0.44%
MA	Mastercard Inc Financial Services	Reduced	15,865	-16,496	$7,927,105	−57.1%	0.41%
ADI	Analog Devices Inc Technology	Reduced	23,360	-7,218	$7,431,750	−10.4%	0.39%
AGI	Alamos Gold Inc Basic Materials	Added	163,108	+132	$7,246,888	+15.3%	0.38%
MCO	Moodys Corp /De/ Financial Services	Reduced	15,599	-6,310	$6,805,063	−39.2%	0.35%
ORCL	Oracle Corp Technology	Reduced	45,968	-9,065	$6,762,352	−37.0%	0.35%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	41,447	-26,326	$6,619,085	−36.4%	0.34%
V	Visa Inc. Financial Services	Reduced	20,476	-7,954	$6,188,666	−37.9%	0.32%
PEP	Pepsico Inc Consumer Defensive	Reduced	39,315	-6,824	$6,105,226	−7.8%	0.32%
AZO	Autozone Inc Consumer Cyclical	Reduced	1,778	-792	$6,005,692	−31.1%	0.31%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,978	-107	$5,903,318	−5.2%	0.31%
NFLX	Netflix Inc Communication Services	Added	61,201	+3,092	$5,884,476	+8.0%	0.31%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	28,869	+83	$5,859,829	+20.1%	0.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	37,286	+2,516	$5,385,589	+8.1%	0.28%
LIN	Linde PLC Basic Materials	Reduced	10,755	-2,213	$5,331,898	−3.6%	0.28%
WMT	Walmart Inc. Consumer Defensive	Reduced	42,602	-1,896	$5,294,576	+6.8%	0.27%
ABBV	AbbVie Inc. Healthcare	Reduced	24,240	-5,717	$5,271,957	−23.0%	0.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,286	+338	$5,267,128	+23.4%	0.27%
IBIT	iShares Bitcoin Trust ETF	Added	131,790	+10,979	$5,063,371	−15.6%	0.26%
UNH	Unitedhealth Group Inc Healthcare	Reduced	16,481	-2,706	$4,459,593	−29.6%	0.23%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	18,527	-8,555	$4,377,559	−33.0%	0.23%
CME	Cme Group Inc. Financial Services	Reduced	14,812	-6,077	$4,374,724	−23.3%	0.23%
SNOW	Snowflake Inc. Technology	Added	28,103	+23	$4,238,494	−31.2%	0.22%
DOCS	Doximity, Inc. Healthcare	Reduced	180,820	-98,615	$4,213,106	−66.0%	0.22%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	Added	401,081	+48,078	$4,171,242	+11.5%	0.22%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	48,138	-4,717	$4,102,801	−1.8%	0.21%
ANET	Arista Networks, Inc. PUT + SHARES Technology	Added	30,894	+550	$3,793,165	−4.6%	0.20%
MSCI	MSCI Inc. Financial Services	Reduced	6,774	-2,426	$3,651,253	−30.8%	0.19%
MRK	Merck & Co., Inc. Healthcare	Added	29,595	+859	$3,559,982	+17.7%	0.18%

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.