EVOKE WEALTH, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
743
Quarter
2025 Q4
Top Holding
GLDM (11.8%)
Top 10 Concentration
45.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 743
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GLDM
WORLD GOLD TR
ETF 11.75% 11.22% #1
Prev: #1
6.7 123,123 1.7%
P
S
7,374,785 $629,585,504 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 8.04% 8.65% #2
Prev: #2
3.2 -9,741 -1.5%
P
S
628,619 $430,566,456 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHP
SCHWAB STRATEGI...
ETF 4.47% 4.23% #3 1
Prev: #4
3.8 1,281,394 16.5%
P
S
9,032,516 $239,271,755 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RPAR
TIDAL TRUST I
ETF 4.21% 4.36% #4 1
Prev: #3
3.7 301,491 3.0%
P
S
10,519,047 $225,634,739 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 3.96% 3.91% #5
Prev: #5
3.6 44,816 7.6%
P
S
632,468 $212,047,689 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GUNR
FLEXSHARES TR
ETF 3.89% 3.73% #6
Prev: #6
3.6 340,810 8.1%
P
S
4,546,036 $208,435,923 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OEF
ISHARES TR
ETF 2.62% 2.84% #7
Prev: #7
1.1 -12,370 -2.9%
P
S
408,838 $140,219,271 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 2.38% 2.26% #8 3
Prev: #11
3.0 177,235 9.5%
P
S
2,044,257 $127,704,853 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.36% 2.49% #9 1
Prev: #8
3.0 18,185 2.8%
P
S
677,692 $126,389,643 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWI
ISHARES TR
ETF 2.14% 2.27% #10
Prev: #10
0.9 -1,947 -0.2%
P
S
810,919 $114,736,899 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TIP
ISHARES TR
ETF 2.12% 2.34% #11 2
Prev: #9
0.8 -5,733 -0.6%
P
S
1,031,783 $113,403,219 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAU
DIMENSIONAL ETF...
ETF 2.10% 1.89% #12 3
Prev: #15
2.9 359,768 17.6%
P
S
2,402,762 $112,449,275 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.04% 1.97% #13 1
Prev: #14
2.8 18,921 4.9%
P
S
401,605 $109,180,220 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 2.01% 2.11% #14 2
Prev: #12
2.8 1,485 0.9%
P
S
171,537 $107,575,874 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAI
DIMENSIONAL ETF...
Bond/Debt 1.91% 1.75% #15 1
Prev: #16
2.8 308,301 13.0%
P
S
2,681,334 $102,185,624 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTIP
VANGUARD MALVER...
ETF 1.72% 1.26% #16 8
Prev: #24
2.8 631,583 51.2%
P
S
1,865,321 $92,258,768 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 1.71% 1.58% #17 1
Prev: #18
2.7 258,561 17.9%
P
S
1,701,757 $91,486,484 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.57% 2.09% #18 5
Prev: #13
0.7 -31,592 -20.5%
P
S
122,822 $83,998,640 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
PUT
PUT Option 1.51% 1.63% #19 2
Prev: #17
0.6 no change no change
P
S
432,700 $80,698,550 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MBB
ISHARES TR
ETF 1.49% 1.41% #20 1
Prev: #19
2.6 102,899 14.0%
P
S
836,786 $79,678,753 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 1.29% 1.40% #21 1
Prev: #20
0.5 -8,065 -2.2%
P
S
361,980 $69,134,537 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VT
VANGUARD INTL E...
ETF 1.26% 1.30% #22 1
Prev: #23
2.5 11,065 2.4%
P
S
478,189 $67,453,366 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAE
DIMENSIONAL ETF...
ETF 1.23% 1.19% #23 2
Prev: #25
2.5 156,291 8.4%
P
S
2,019,725 $65,782,437 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.21% 0.97% #24 5
Prev: #29
2.5 10,451 5.3%
P
S
207,418 $64,921,760 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.19% 1.35% #25 4
Prev: #21
2.5 3,129 2.4%
P
S
131,925 $63,801,356 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFF
ISHARES TR
Preferred 0.00% 0.03%
Sold All 😨
(Was: #213)
0.3 -44,233 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBND
FIDELITY MERRIM...
ETF 0.00% 0.02%
Sold All 😨
(Was: #235)
0.3 -24,519 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AI
C3 AI INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #301)
0.3 -39,319 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHD
CHURCH & DWIGHT...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #317)
0.3 -6,946 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #329)
0.3 -1,845 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVM
EATON VANCE CAL...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #331)
0.3 -59,160 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DVAX
DYNAVAX TECHNOL...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #333)
0.3 -56,175 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP
Utilities 0.00% 0.01%
Sold All 😨
(Was: #340)
0.3 -2,795 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #368)
0.3 -3,690 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIE
J P MORGAN EXCH...
ETF 0.00% 0.01%
Sold All 😨
(Was: #379)
0.3 -9,855 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.01%
Sold All 😨
(Was: #385)
0.3 -1,844 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #397)
0.3 -5,331 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOH
MOLINA HEALTHCA...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #410)
0.3 -2,167 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #423)
0.3 -8,632 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AIQ
GLOBAL X FDS
ETF 0.00% 0.01%
Sold All 😨
(Was: #428)
0.3 -7,992 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VXX
BARCLAYS BANK P...
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #434)
0.3 -11,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #436)
0.3 -4,567 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
NUTANIX INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #456)
0.3 -4,828 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIGI
VANGUARD WHITEH...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #473)
0.3 -3,878 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDNS
CADENCE DESIGN ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #476)
0.3 -977 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CTAS
CINTAS CORP
Industrials 0.00% 0.01%
Sold All 😨
(Was: #488)
0.3 -1,548 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSA
PUBLIC STORAGE ...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #497)
0.3 -1,051 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LENZ
LENZ THERAPEUTI...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #504)
0.3 -6,276 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #510)
0.3 -5,190 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EXR
EXTRA SPACE STO...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #514)
0.3 -1,987 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NWSA
NEWS CORP NEW
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #517)
0.3 -8,994 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BMRN
BIOMARIN PHARMA...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #521)
0.3 -5,093 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIXY
PROSHARES TR II
ETF 0.00% 0.01%
Sold All 😨
(Was: #523)
0.3 -8,530 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOS
MOSAIC CO NEW
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #529)
0.3 -7,830 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #539)
0.3 -764 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FNF
FIDELITY NATION...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #541)
0.3 -4,245 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINS
PINTEREST INC
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #543)
0.3 -7,971 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OZK
BANK OZK LITTLE...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #548)
0.3 -4,910 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OHI
OMEGA HEALTHCAR...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #552)
0.3 -5,881 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNG
CHENIERE ENERGY...
Energy 0.00% 0.00%
Sold All 😨
(Was: #553)
0.3 -1,044 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KNX
KNIGHT-SWIFT TR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #565)
0.3 -5,930 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BPOP
POPULAR INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #567)
0.3 -1,826 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBJP
J P MORGAN EXCH...
ETF 0.00% 0.00%
Sold All 😨
(Was: #576)
0.3 -3,376 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FUN
SIX FLAGS ENTER...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #577)
0.3 -9,854 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #579)
0.3 -3,775 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGM
MGM RESORTS INT...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #590)
0.3 -6,167 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHW
BITWISE ETHEREU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #592)
0.3 -7,110 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MET
METLIFE INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #594)
0.3 -2,555 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #596)
0.3 -5,100 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KBDC
KAYNE ANDERSON ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #597)
0.3 -15,181 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSG
REPUBLIC SVCS I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #599)
0.3 -906 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CROX
CROCS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #600)
0.3 -2,482 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OVV
OVINTIV INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #601)
0.3 -5,129 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GAM
GENERAL AMERN I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #602)
0.3 -3,322 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NNN
NNN REIT INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #604)
0.3 -4,852 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #606)
0.3 -6,525 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PDI
PIMCO DYNAMIC I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #609)
0.3 -10,233 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XRAY
DENTSPLY SIRONA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #619)
0.3 -15,116 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MBLY
MOBILEYE GLOBAL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #623)
0.3 -12,330 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NMAX
NEWSMAX INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #626)
0.3 -13,531 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #634)
0.3 -1,300 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #635)
0.3 -1,300 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRTX
TPG RE FIN TR I...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #639)
0.3 -11,796 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SENS
SENSEONICS HLDG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #651)
0.3 -25,000 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 743 holdings

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