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Home > Institutional Investor > Evoke Wealth, Llc > Profile

Instuitional Investor - Evoke Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Evoke Wealth, Llc
Portfolio Value $5,357,766,195
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 7,374,785 $629,585,504 11.75%
2.
Ishares Trust
 IEF 628,619 $430,566,456 8.04%
3.
Schwab Strategic Trust
 FNDF 9,032,516 $239,271,755 4.47%
4.
Tidal Trust I
 10,519,047 $225,634,739 4.21%
5.
Vanguard Index Fds
 632,468 $212,047,689 3.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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