EVOKE WEALTH, LLC

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
4
Total value ($000)
$1,555,876
Net value change ($000)
-4,011,913 (-72.1%)
New positions
0
Sold out positions
692
Turnover %
305.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NVDA 319,923 276.2%
RPAR 278,334 117.2%
AAPL 261,874 257.9%
VTI 32,726 15.7%
Top Reduces (Value $000, Stocks/ETFs)
GLDM -692,640 -100.0%
IVV -459,060 -100.0%
SCHP -276,550 -100.0%
GUNR -268,064 -100.0%
VEA -144,685 -100.0%
OEF -128,776 -100.0%
VTIP -115,518 -100.0%
TIP -115,001 -100.0%
DFAU -114,472 -100.0%
DFAI -114,351 -100.0%
Instrument mix + QoQ Δ (ex-options)
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