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CIK: 0002101006
Total reported value
$166.7M
$166.7M
84 檔
37.3%
As reported in its official Q1 2026 Form 13F filing, Evergreen Wealth Partners LLC's tracked investment portfolio stood at $166.7M with 84 total positions.
In Q1 2026, Evergreen Wealth Partners LLC displayed an active expansion posture, initiating 8 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 14.32% | -0.85% | +0.66% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 14.10% | -2.87% | +9.17% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 8.47% | -1.63% | +6.38% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 7.57% | +1.00% | +74.78% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.08% | -1.21% | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.94% | -0.29% | -2.49% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | +0.51% | +97.83% | |
| 8 | MINO | Pimco Municipal Income Oppor | ETF-Other | 2.59% | -0.46% | +42.10% | |
| 9 | SHYM | Ishares Short Duration High | ETF-Other | 2.54% | -0.35% | +23.20% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 2.18% | +0.21% | +114.34% | |
| 11 | CGGO | Cap Group Global Growth | ETF-Other | 1.90% | -0.28% | +230.93% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.65% | -0.39% | -36.66% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.61% | -0.22% | -6.33% | |
| 14 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.61% | -0.35% | -37.43% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.58% | +0.39% | +86.90% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | +0.32% | -1.59% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.33% | -0.10% | -3.39% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.25% | +1.32% | |
| 19 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 1.25% | -0.18% | — | |
| 20 | EVTR | Eaton Vance Total Return | ETF-Other | 1.21% | +0.15% | +18.04% | |
| 21 | CGNG | Cap Group New Geography Eq | ETF-Other | 1.19% | +0.78% | — | |
| 22 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.10% | -0.57% | -37.85% | |
| 23 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.07% | -0.17% | — | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.07% | -0.85% | -43.63% | |
| 25 | IDMO | Invesco S&p International De | ETF-Other | 1.04% | +0.41% | +60.38% | |
| 26 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.89% | -0.08% | +11.68% | |
| 27 | IGF | Ishares Global Infrastructur | ETF-Other | 0.86% | -0.49% | +345.15% | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.79% | -0.07% | -10.01% | |
| 29 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.73% | -0.40% | +313.59% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.13% | -2.95% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.08% | +1.27% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.02% | +0.70% | |
| 33 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.57% | +0.27% | +14.10% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | +0.01% | -4.65% | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.49% | +0.07% | +5.53% | |
| 36 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.49% | -0.19% | +2.60% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | -0.02% | -2.44% | |
| 38 | CGCB | Cap Group Core Bond | ETF-Other | 0.47% | -0.01% | — | |
| 39 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.42% | -0.19% | +0.69% | |
| 40 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.41% | -0.09% | +0.01% | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.40% | -0.02% | +36.75% | |
| 42 | PAB | Pgim Act Aggrg Bond ETF | ETF-Other | 0.39% | -0.06% | +1.31% | |
| 43 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.37% | +0.53% | +35.74% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.04% | -15.35% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.11% | -7.87% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.32% | -0.04% | +0.67% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | -0.03% | +0.32% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | -0.03% | +0.16% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.10% | -6.92% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.30% | -0.05% | +3.65% |
According to official SEC Form 13F filings, Evergreen Wealth Partners LLC reported a total U.S. public equity portfolio value of $166.7M across 84 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VONG, SPIB, SPTI) accounted for 37.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
VGIT
市值: $4.0M
Top Position Liquidated / Trimmed
JMST
前期市值: $2.9M
During Q1 2026, Evergreen Wealth Partners LLC's top holdings by market value included VONG (14.3%)、SPIB (14.1%)、SPTI (8.5%). The largest single position, VONG, represented 14.3% of total portfolio value.
In Q1 2026, Evergreen Wealth Partners LLC made 83 total portfolio adjustments, initiating 8 new buys, adding to 43 positions, trimming 29 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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