Evoke Wealth

Los Angeles, CAfiles as EVOKE WEALTH, LLC

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$2m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 87.8% of the portfolio this quarter.

Value

$2m

Stocks

4

Top 10 share

100.0%

Turnover

87.8%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

Tidal Trust IRPAR
33.2% of the fund
-100%
NvidiaNVDA
28.0% of the fund
-100%
AppleAAPL
23.4% of the fund
-100%
Vanguard Index FDSVTI
15.5% of the fund
-100%

Sold out

Sold their entire stake.

World Gold TRGLDM
-100%
Ishares TRIVV
-100%
Schwab Strategic TRSCHP
-100%
Flexshares TRGUNR
-100%
Vanguard Tax-Managed FDSVEA
-100%
Ishares TROEF
-100%
Vanguard Malvern FDSVTIP
-100%
Ishares TRTIP
-100%
Dimensional ETF TrustDFAU
-100%
Dimensional ETF TrustDFAI
-100%
Ishares TRACWI
-100%
Vanguard Index FDSVOO
-100%
Vanguard Intl Equity Index FVWO
-100%
Ishares TRMBB
-100%
State STR Spdr S&P 500 ETF TSPY
-100%
Dimensional ETF TrustDFAE
-100%
Vanguard Index FDSVTV
-100%
Vanguard Intl Equity Index FVT
-100%
Ishares TRAGG
-100%
IsharesEMXC
-100%
Vanguard Scottsdale FDSVTWO
-100%
AlphabetGOOGL
-100%
Ishares TRIVE
-100%
MicrosoftMSFT
-100%
Tidal Trust IUPAR
-100%

Holdings

Tidal Trust IRPAR
Share
33.2%
Value
$515,831
Shares
23,173
-100%
NvidiaNVDA
Share
28.0%
Value
$435,748
Shares
2,177
-100%
AppleAAPL
Share
23.4%
Value
$363,401
Shares
1,255
-100%
Vanguard Index FDSVTI
Share
15.5%
Value
$240,896
Shares
651
-100%

Company	Share of fund	Value	Shares	Change
Tidal Trust IRPAR	33.2%	$515,831	23,173	-100%
NvidiaNVDA	28.0%	$435,748	2,177	-100%
AppleAAPL	23.4%	$363,401	1,255	-100%
Vanguard Index FDSVTI	15.5%	$240,896	651	-100%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 100.0% since 30 June 2025.

Where the money is

Technology51.4%

Other48.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.