EVOKE WEALTH, LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
711
Total value ($000)
$5,567,789
Net value change ($000)
+210,023 (3.9%)
New positions
90
Sold out positions
58
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLDM 63,054 10.0%
GUNR 59,628 28.6%
SCHP 37,278 15.6%
AMERICAN CENTURY ETF TRUST 29,359 NEW
IVV 28,494 6.6%
VTIP 23,259 25.2%
VEA 16,980 13.3%
DFAI 12,165 11.9%
RPAR 11,862 5.3%
VWO 10,406 11.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -19,009 -29.8%
GOOGL -11,792 -18.2%
OEF -11,443 -8.2%
NVDA -10,565 -8.4%
MA -10,547 -57.1%
AAPL -7,653 -7.0%
LTPZ -7,342 -21.3%
DOCS -5,946 -58.5%
QQQ -5,828 -39.6%
GOOGL -4,823 -12.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 147,937 (2.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type