EVOKE WEALTH, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1793432
Institutional-grade research for retail investors
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13F Reported Value

ⓘ

$1.6M

Holdings

4

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

EVOKE WEALTH, LLC disclosed 4 positions worth $1.6M in its Form 13F-HR for Q2 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 0 new positions and exited 707 and a full exit from $GLDM. The portfolio is most concentrated in Technology (51.4% of disclosed assets). All figures are sourced directly from EVOKE WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 1793432.

Sector Allocation

TechnologyOther

13fpro.ai/research/fund/evoke-wealth-llc-1793432

AUM History

13fpro.ai/research/fund/evoke-wealth-llc-1793432

Top Equity Holdings by Value

13fpro.ai/research/fund/evoke-wealth-llc-1793432

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • TIDAL TRUST I - RPAR RISK PARI

    —

    Quality

    $515.8K23,173 sh
  • 85.9#5

    Quality

    $435.7K2,177 sh
  • 76.3#82

    Quality

    $363.4K1,255 sh
  • VANGUARD INDEX FDS - TOTAL STK MKT

    —

    Quality

    $240.9K651 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of EVOKE WEALTH, LLC's 4 positions.

Showing top 4 of 4 holdings.

Sector Allocation

Technology

$799,149

Other

$756,727

Full Holdings — EVOKE WEALTH, LLC (Q2 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—TIDAL TRUST I - RPAR RISK PARI$515,831
NVDA$NVDANVIDIA CORP$435,748
AAPL$AAPLApple Inc.$363,401
—VANGUARD INDEX FDS - TOTAL STK MKT$240,896

Exited Positions (707)

GLDM$GLDM World Gold Trust
ISHARES TR
SCHWAB STRATEGIC TR
FLEXSHARES TR
VANGUARD TAX-MANAGED FDS
ISHARES TR
VANGUARD MALVERN FDS
ISHARES TR
DIMENSIONAL ETF TRUST
DIMENSIONAL ETF TRUST
ISHARES TR
VANGUARD INDEX FDS
VANGUARD INTL EQUITY INDEX F
ISHARES TR
SPY$SPY SPDR S&P 500 ETF TRUST

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AI-Powered Hedge Fund Analysis: EVOKE WEALTH, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For EVOKE WEALTH, LLC (SEC CIK: 1793432), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in EVOKE WEALTH, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.