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Brian Waters

Evoke Wealth, Llc

Assets Managed
$5.568B
Holdings
697
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
3.92%(2Q avg: 6.2%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Evoke Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 697 positions.

Assets under management

The assets under management (AUM) of Evoke Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.568B in assets, with a quarterly growth rate of 3.92% and a 2-quarter average growth rate of 6.2%. The portfolio is managed by Brian Waters, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 1.33%
12.45%
$692.64M
7.473M shares@ $92.7 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 11.8%
8.25%
$459.06M
702,776 shares@ $653.22 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 15.06%
4.97%
$276.55M
10.393M shares@ $26.62 avg price
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 6.91%
4.82%
$268.064M
4.86M shares@ $55.17 avg price
RPAR
Rpar Risk Parity Etf
Recent Activity
Increased 1.43%
4.27%
$237.497M
10.669M shares@ $22.27 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.6%
3.74%
$208.17M
648,887 shares@ $320.82 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.22%
3.44%
$191.288M
1.097M shares@ $174.41 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 10.45%
2.6%
$144.685M
2.258M shares@ $64.09 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -0.97%
2.32%
$128.776M
404,867 shares@ $318.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.32%
2.16%
$119.978M
472,744 shares@ $253.8 avg price

1-10 of 697