EVOKE WEALTH, LLC - Portfolio overview

EVOKE WEALTH, LLC has 779 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GLDM - WORLD GOLD TR, 12.71%
2. IVV - ISHARES TR, 8.42%
3. SCHP - SCHWAB STRATEGIC TR, 5.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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