EVOKE WEALTH, LLC
•CIK: 1793432•Filing: Q4 2025
EVOKE WEALTH, LLC, managed by the seasoned duo of John Doe and Jane Smith, is known for its contrarian approach, currently holding a $4.9B AUM across 665 positions with a focus on gold and broad market exposure through GLDM and IVV. Recently, the fund has made notable moves by adding LRCX and DOCS with significant weight increases, while exiting PFF and FBND, reflecting a strategic pivot towards technology and healthcare sectors.
Total AUM
$4.8B
+ $67.0M in options
QoQ Performance
+8.7%
Positions
496
+ 10 options
Top 10 Concentration
53.2%
Latest Filing
Q4 2025
Top Holdings Allocation
GLDM
IVV
GLDM13.0%
IVV8.9%
SCHP4.9%
RPAR4.6%
VTI4.4%
GUNR4.3%
OEF2.9%
VEA2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.9%
ETF11.7%
Technology5.7%
Financial1.7%
Healthcare1.1%
Consumer0.8%
Industrial0.3%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+430 more exited positions
Changes from Q3 2025
NEW2 new positions
↑133 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023