Institutions / Evergreen Wealth Partners LLC
Evergreen Wealth Partners LLC
CIK 2101006 · Institution · as of Dec 31, 2025
Portfolio value
$118.70M
Positions
79
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 79 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $20.67M | 17.4% |
| SPDR Series Trust | $17.04M | 14.4% |
| SPDR Series Trust | $10.50M | 8.8% |
| Capital Group Dividend Value | $5.82M | 4.9% |
| iShares Tr | $4.39M | 3.7% |
| PGIM ETF Tr | $3.41M | 2.9% |
| PGIM ETF Tr | $3.36M | 2.8% |
| J P Morgan Exchange Traded F | $2.88M | 2.4% |
| BlackRock ETF Trust II | $2.73M | 2.3% |
| iShares Tr | $2.69M | 2.3% |
| Visa Inc | $2.62M | 2.2% |
| J P Morgan Exchange Traded F | $2.48M | 2.1% |
| PIMCO ETF Tr | $2.39M | 2.0% |
| Microsoft Corp | $2.12M | 1.8% |
| Apple Inc. | $1.93M | 1.6% |
| iShares Tr | $1.83M | 1.5% |
| Costco Wholesale Corp /New | $1.79M | 1.5% |
| Morgan Stanley ETF Trust | $1.36M | 1.1% |
| Murphy USA Inc. | $1.33M | 1.1% |
| Dimensional ETF Trust | $1.26M | 1.1% |
| iShares Tr | $1.22M | 1.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.16M | 1.0% |
| iShares Tr | $1.02M | 0.9% |
| Tesla Inc | $988.5K | 0.8% |
| Invesco Exch Traded Fd Tr II | $857.4K | 0.7% |
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.