Evoke Wealth, LLC holds a concentrated book of 4 reported positions worth $1.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they trimmed Rpar Risk Parity ETF. Their largest long position is Rpar Risk Parity ETF at 33% of the reported non-option book. Cloning the disclosed picks since 2019 would be +88% (+9.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Evoke Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +116.5%, a 28.0-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Evoke Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
+10 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Evoke Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 2 / 4 | $4.4B |
| Prospect Hill Management, LLC | 2 / 4 | $158.7M |
| Independent Investors Inc | 2 / 4 | $305.1M |
| Ghe, LLC | 2 / 4 | $146.0M |
| Hoffman, Alan N Investment Management | 2 / 4 | $91.7M |
| Beacon Wealthcare LLC | 2 / 4 | $168.0M |
| Avalon Advisory Group | 3 / 4 | $143.3M |
| V. M. Manning & Co., Inc. | 2 / 4 | $60.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Evoke Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust I RPAR RISK PARI | $516K | 23.2K | 33.2% | ▼−100% Reduced · −10.6M sh | |
| 2 | Nvidia Corporation COM | $436K | 2.2K | 28.0% | ▼−100% Reduced · −662K sh | |
| 3 | Apple Inc COM | $363K | 1.3K | 23.4% | ▼−100% Reduced · −399K sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $241K | 651 | 15.5% | ▼−100% Reduced · −648K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1793432/holdings"
Use Arkolith to show EVOKE WEALTH, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 41d | 4 | $1.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 711 | $5.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 684 | $5.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 651 | $4.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 599 | $4.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 450 | $3.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 434 | $3.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 418 | $3.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 44d | 105 | $84.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 401 | $3.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jun 10, 2024 | 162d | 93 | $61.7M | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 44d | 373 | $2.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 40d | 363 | $2.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 38d | 350 | $2.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 41d | 358 | $2.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 38d | 1,229 | $2.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 35d | 1,223 | $2.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 40d | 1,179 | $3.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 40d | 1,201 | $3.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 1,196 | $2.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 36d | 1,161 | $2.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 43d | 1,182 | $2.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 43d | 1,056 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.