Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001793432

EVOKE WEALTH, LLC

Los Angeles, CA · File #028-19615

Latest AUM
$5.36B
Positions
684
Top-10 Concentration
55.1%
Filings
13

Sector Allocation

Technology
13.3%$715.4M
Financials
2.3%$120.9M
Healthcare
1.7%$91.6M
Industrials
0.8%$44.9M
Materials
0.4%$23.9M
Energy
0.4%$20.9M
Real Estate
0.1%$5.7M
Utilities
0.0%$1.7M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WORLD GOLD TRGLDW7,374,785$629.6M14.13%
2ISHARES TR464287200628,619$430.6M9.66%
3SCHWAB STRATEGIC TR8085248709,032,516$239.3M5.37%
4TIDAL TRUST I88636460310,519,047$225.6M5.06%
5VANGUARD INDEX FDS922908769632,468$212.0M4.76%
6FLEXSHARES TRFLEX4,546,036$208.4M4.68%
7ISHARES TR464287101408,838$140.2M3.15%
8VANGUARD TAX-MANAGED FDS9219438582,044,257$127.7M2.87%
9NVIDIA CORPORATIONNVDA677,692$126.4M2.84%
10ISHARES TR464288257810,919$114.7M2.58%
11ISHARES TR4642871761,031,783$113.4M2.55%
12DIMENSIONAL ETF TRUST25434V1042,402,762$112.4M2.52%
13APPLE INCAAPL401,605$109.2M2.45%
14VANGUARD INDEX FDS922908363171,537$107.6M2.41%
15DIMENSIONAL ETF TRUST25434V2032,681,334$102.2M2.29%
16VANGUARD MALVERN FDS9220208051,865,321$92.3M2.07%
17VANGUARD INTL EQUITY INDEX F9220428581,701,757$91.5M2.05%
18SPDR S&P 500 ETF TRSPY122,822$84.0M1.89%
19NVIDIA CORPORATIONNVDA432,700$80.7M1.81%
20ISHARES TR464288588836,786$79.7M1.79%