Current Market Value 4,370,991,409
Current Holdings 599
Most Recent File Date 2025-08-07
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Evoke Wealth, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 599 4,370,991
2025-05-13 2025-03-31 13F-HR 450 3,832,303
2025-02-10 2024-12-31 13F-HR 434 3,592,507
2024-11-13 2024-09-30 13F-HR 418 3,684,470
2024-08-13 2024-06-30 13F-HR 105 84,842
2024-05-15 2024-03-31 13F-HR 401 3,376,678
2024-06-10 2023-12-31 13F-HR/A 1 R 93 61,706
2024-02-12 2023-12-31 13F-HR 591 4,672,465
2023-11-13 2023-09-30 13F-HR 373 2,842,025
2023-08-09 2023-06-30 13F-HR 363 2,878,711
2023-05-08 2023-03-31 13F-HR 350 2,746,603
2023-02-10 2022-12-31 13F-HR 358 27,635,388
2022-11-07 2022-09-30 13F-HR 1229 24,749
2022-08-04 2022-06-30 13F-HR 1223 27,026
2022-05-10 2022-03-31 13F-HR 1179 30,534
2022-02-09 2021-12-31 13F-HR 1200 31,688
2021-11-12 2021-09-30 13F-HR 1196 26,621
2021-08-05 2021-06-30 13F-HR 1161 26,380
2021-05-13 2021-03-31 13F-HR 1182 22,114
2021-02-12 2020-12-31 13F-HR 1054 14,825
2020-11-13 2020-09-30 13F-HR 1048 1,233,640
2020-08-10 2020-06-30 13F-HR 1138 1,031,827
2020-05-07 2020-03-31 13F-HR 1125 7,026,042
2020-02-07 2019-12-31 13F-HR 1251 7,866,486
2019-12-17 2019-09-30 13F-HR/A 1 R 1406 8,126,898
2019-11-12 2019-09-30 13F-HR 1406 8,951,036