Evoke Wealth, LLC
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$5.6B
Holdings
696
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GLDM
WORLD GOLD TR
Q1 2026: Exited (was 7.37M shares)
12.4%
02
$IVV
ISHARES TR
Q1 2026: Sold 99.9% (628.6k → 778 shares)
8.2%
03
$SCHP
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 9.03M shares)
5.0%
04
$GUNR
FLEXSHARES TR
Q1 2026: Exited (was 4.55M shares)
4.8%
05
$RPAR
TIDAL TRUST I
Q1 2026: Exited (was 10.52M shares)
4.3%
06
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 97.4% (632.5k → 16.6k shares)
3.7%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.3% (1.36M → 10.0k shares)
3.4%
08
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 2.04M shares)
2.6%
09
$OEF
ISHARES TR
Q1 2026: Sold 99.4% (408.8k → 2.4k shares)
2.3%
10
$AAPL
APPLE INC
Q1 2026: Sold 97.3% (803.2k → 21.7k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:31 UTC.