Institutions / Evergreen Private Wealth LLC
Evergreen Private Wealth LLC
CIK 2010098 · Institution · as of Dec 31, 2025
Portfolio value
$253.70M
Positions
91
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 91 →
| Company | Value | % of portfolio |
|---|---|---|
| Applied Materials Inc /De | $10.69M | 4.2% |
| Alphabet Inc. | $10.17M | 4.0% |
| SPDR Index Shs Fds MSCI Eafe Strtgc | $10.08M | 4.0% |
| Adobe Inc. | $8.72M | 3.4% |
| Check Point Software Technologies Ltd | $8.60M | 3.4% |
| Warren E. Buffett | $8.50M | 3.3% |
| iShares Tr 10-20 Yr Trs ETF | $8.30M | 3.3% |
| Microsoft Corp | $7.75M | 3.1% |
| Thermo Fisher Scientific Inc. | $7.66M | 3.0% |
| JPMorgan Chase & Co | $7.62M | 3.0% |
| Ross Stores, Inc. | $7.24M | 2.9% |
| Amazon.com Inc | $7.05M | 2.8% |
| Ulta Beauty, Inc. | $6.79M | 2.7% |
| Apple Inc. | $6.65M | 2.6% |
| WisdomTree Tr Em Ex St-Owned | $6.63M | 2.6% |
| Netflix Inc | $6.53M | 2.6% |
| Huntington Bancshares Inc /Md | $6.15M | 2.4% |
| Arista Networks, Inc.ANET | $6.09M | 2.4% |
| Zoetis Inc. | $5.89M | 2.3% |
| Waste Management Inc | $5.74M | 2.3% |
| Intuit Inc. | $5.67M | 2.2% |
| Fidelity Sml Mid Mltfct | $5.63M | 2.2% |
| Vanguard Charlotte Fds Total Intl Bd ETF | $5.17M | 2.0% |
| HCA Healthcare, Inc. | $5.15M | 2.0% |
| Dbx ETF Tr Xtrack Mun Infra | $4.92M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.