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 VCV
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $607,211 | 58,162 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $669,135 | 60,120 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $566,617 | 53,505 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $612,918 | 59,105 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $611,189 | 57,605 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $630,198 | 57,605 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $627,318 | 57,605 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $468,900 | 45,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $583,705 | 58,605 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $911,325 | 108,105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,035,645 | 108,105 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,008,914 | 99,205 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $956,911 | 100,940 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,028,141 | 114,365 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,206,659 | 114,267 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,385,265 | 125,024 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,683,638 | 121,038 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,668,240 | 120,887 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,503,378 | 108,079 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,061,825 | 83,020 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,232,162 | 93,134 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,073,790 | 85,972 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $410,119 | 35,113 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $158,110 | 13,955 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||