EVOKE WEALTH, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,357,766
- Description
- Los Angeles California based advisory led wealth manager with an independent advisory structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for planning centered advisory portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through multi horizon portfolio review and portfolio discipline.
- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 684 | 5,357,766 | 13F-HR | EVOKE WEALTH, LLC |
| Q3 2025 | 11/14/2025 | 651 | 4,939,650 | 13F-HR | EVOKE WEALTH, LLC |
| Q2 2025 | 8/7/2025 | 599 | 4,370,991 | 13F-HR | EVOKE WEALTH, LLC |
| Q1 2025 | 5/13/2025 | 450 | 3,832,303 | 13F-HR | EVOKE WEALTH, LLC |
| Q4 2024 | 2/10/2025 | 434 | 3,592,507 | 13F-HR | EVOKE WEALTH, LLC |
| Q3 2024 | 11/13/2024 | 418 | 3,684,470 | 13F-HR | EVOKE WEALTH, LLC |
| Q2 2024 | 8/13/2024 | 105 | 84,842 | 13F-HR | EVOKE WEALTH, LLC |
| Q1 2024 | 5/15/2024 | 401 | 3,376,678 | 13F-HR | EVOKE WEALTH, LLC |
| Q4 2023 | 6/10/2024 | 93 | 61,706 | 13F-HR/A - RESTATEMENT | EVOKE WEALTH, LLC |
| Q4 2023 | 2/12/2024 | 591 | 4,672,465 | 13F-HR | EVOKE WEALTH, LLC |
| Q3 2023 | 11/13/2023 | 373 | 2,842,025 | 13F-HR | EVOKE WEALTH, LLC |
| Q2 2023 | 8/9/2023 | 363 | 2,878,711 | 13F-HR | EVOKE WEALTH, LLC |
| Q1 2023 | 5/8/2023 | 350 | 2,746,603 | 13F-HR | EVOKE WEALTH, LLC |
| Q4 2022 | 2/10/2023 | 358 | 2,763,539 | 13F-HR | EVOKE WEALTH, LLC |
| Q3 2022 | 11/7/2022 | 1,229 | 2,474,907 | 13F-HR | EVOKE WEALTH, LLC |
| Q2 2022 | 8/4/2022 | 1,223 | 2,702,550 | 13F-HR | EVOKE WEALTH, LLC |
| Q1 2022 | 5/10/2022 | 1,179 | 3,053,416 | 13F-HR | EVOKE WEALTH, LLC |
| Q4 2021 | 2/9/2022 | 1,201 | 3,168,823 | 13F-HR | EVOKE WEALTH, LLC |
| Q3 2021 | 11/12/2021 | 1,196 | 2,662,089 | 13F-HR | EVOKE WEALTH, LLC |
| Q2 2021 | 8/5/2021 | 1,161 | 2,638,002 | 13F-HR | EVOKE WEALTH, LLC |
| Q1 2021 | 5/13/2021 | 1,182 | 2,211,413 | 13F-HR | EVOKE WEALTH, LLC |
| Q4 2020 | 2/12/2021 | 1,056 | 1,482,503 | 13F-HR | EVOKE WEALTH, LLC |
| Q3 2020 | 11/13/2020 | 1,048 | 1,233,640 | 13F-HR | EVOKE WEALTH, LLC |
| Q2 2020 | 8/10/2020 | 1,138 | 1,031,827 | 13F-HR | EVOKE WEALTH, LLC |
| Q1 2020 | 5/7/2020 | 1,125 | 702,604 | 13F-HR | EVOKE WEALTH, LLC |
| Q4 2019 | 2/7/2020 | 1,259 | 786,649 | 13F-HR | EVOKE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
158.8 K
(3.0% of total reported value)
· QoQ Δ:
+14.94 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.793 M | 53.7% | 250.1 K | 0 | 250.1 K |
| ETFs | 2.405 M | 46.3% | 154.2 K | 0 | 154.2 K |
| Debt | 978 | 0.0% | 0 | 815 | -815 |
| Other | 337 | 0.0% | 0 | 364 | -364 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
5,357,766
Holdings
684
QoQ value change ($000)
418,116
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.