EVOKE WEALTH, LLC

PrivateCIK: 1793432
Location

LOS ANGELES, CA

4
Positions
$1.56M
Total AUM (reported)
27.26K
Total Shares

Allocation by class

TOTAL AUM$1.56M4 positions
COM$799.1K51.4%
RPAR RISK PARI$515.8K33.2%
TOTAL STK MKT$240.9K15.5%

Portfolio Concentration

Top 384.5%4–1015.5%TOP 10100.0%0%100%
Top 3$1.31M84.5%
4–10$240.9K15.5%

Top 3 weight

84.5%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 27.26K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

27.26K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole4
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings4
Rows:

TIDAL TRUST I

SOLE
RPAR RISK PARI
Shares23.17K
TypeSH
Market value$515.8K
33.15%
Sole
0.00
Shared
0.00
None
23.17K

NVIDIA CORPORATION

SOLE
COM
Shares2.18K
TypeSH
Market value$435.7K
28.01%
Sole
0.00
Shared
0.00
None
2.18K

APPLE INC

SOLE
COM
Shares1.25K
TypeSH
Market value$363.4K
23.36%
Sole
0.00
Shared
0.00
None
1.25K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares651.00
TypeSH
Market value$240.9K
15.48%
Sole
0.00
Shared
0.00
None
651.00