EVOKE WEALTH, LLC
CIK
1793432
City
Los Angeles
State / Country
CA
Top Portfolio Positions
483 positions ·
$1,929,125,780 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
7,472,647 | $692,639,650 | 35.90% | |
| NVDA |
Nvidia Corp
Technology
|
1,096,798 | $191,281,571 | 9.92% | |
| AAPL |
Apple Inc.
Technology
|
472,744 | $119,977,699 | 6.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
126,809 | $82,468,965 | 4.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
242,361 | $69,693,329 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
124,602 | $46,123,922 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
175,141 | $36,476,616 | 1.89% | |
| GLD |
Spdr Gold Trust
|
54,900 | $23,622,921 | 1.22% | |
| LRCX |
Lam Research Corp
Technology
|
85,148 | $18,192,721 | 0.94% | |
| IAU |
Ishares Gold Trust
|
205,916 | $18,153,554 | 0.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NAC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,982,854 | 256,039 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,995,948 | 253,679 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,873,160 | 249,840 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,790,534 | 249,824 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,701,803 | 240,374 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,713,822 | 240,374 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,358,666 | 198,374 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $530,380 | 46,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,465,373 | 132,974 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $1,404,219 | 145,515 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,572,643 | 144,015 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,560,282 | 141,715 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,524,361 | 137,702 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,414,932 | 128,982 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,590,076 | 128,960 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $592,761 | 45,180 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $747,107 | 47,769 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $709,188 | 45,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $684,513 | 43,187 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $641,758 | 43,187 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,195,623 | 78,867 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,073,057 | 73,699 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $616,449 | 43,199 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $590,627 | 43,143 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||