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Evergreen Wealth Partners

Latest statistics and disclosures from Evergreen Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002101006

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Positions held by Evergreen Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Evergreen Wealth Partners

Evergreen Wealth Partners holds 79 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	17.4	$21M	170k	121.75	View chart
Spdr Series Trust State Street Spd (SPIB)	14.4	$17M	504k	33.81	View chart
Spdr Series Trust State Street Spd (SPTI)	8.8	$11M	364k	28.84	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.9	$5.8M	133k	43.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$4.4M	9.3k	473.30	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	2.9	$3.4M	69k	49.59	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	2.8	$3.4M	66k	51.26	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.4	$2.9M	57k	50.94	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	2.3	$2.7M	123k	22.22	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	2.3	$2.7M	43k	62.15	View chart
Visa Com Cl A (V)	2.2	$2.6M	7.5k	350.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.1	$2.5M	49k	50.59	View chart
Pimco Etf Tr Muni Income Opp (MINO)	2.0	$2.4M	53k	45.32	View chart
Microsoft Corporation (MSFT)	1.8	$2.1M	4.4k	483.60	View chart
Apple (AAPL)	1.6	$1.9M	7.1k	271.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$1.8M	2.7k	685.06	View chart
Costco Wholesale Corporation (COST)	1.5	$1.8M	2.1k	862.37	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.1	$1.4M	27k	51.50	View chart
Murphy Usa (MUSA)	1.1	$1.3M	3.3k	403.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$1.3M	25k	49.90	View chart
Ishares Tr Esg Optimized (SUSA)	1.0	$1.2M	8.8k	139.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$1.2M	19k	60.81	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$1.0M	4.8k	214.69	View chart
Tesla Motors (TSLA)	0.8	$989k	2.2k	449.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.7	$857k	15k	55.57	View chart
Johnson & Johnson (JNJ)	0.7	$807k	3.9k	206.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$803k	1.3k	626.94	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.7	$783k	23k	34.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$757k	1.5k	502.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$679k	1.1k	614.13	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$673k	7.3k	92.80	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$654k	6.4k	102.41	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.5	$623k	26k	24.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$586k	1.7k	335.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$556k	1.8k	313.87	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$547k	11k	50.43	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$530k	11k	50.46	View chart
Pgim Etf Tr Active Aggregate (PAB)	0.4	$505k	12k	42.75	View chart
Pepsi (PEP)	0.4	$431k	3.0k	143.54	View chart
Nike CL B (NKE)	0.4	$425k	6.7k	63.71	View chart
McDonald's Corporation (MCD)	0.4	$424k	1.4k	305.54	View chart
Abbvie (ABBV)	0.4	$422k	1.8k	228.47	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$414k	9.1k	45.45	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.3	$403k	3.1k	128.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$401k	1.6k	257.95	View chart
Home Depot (HD)	0.3	$388k	1.1k	344.18	View chart
Abbott Laboratories (ABT)	0.3	$386k	3.1k	125.29	View chart
Walt Disney Company (DIS)	0.3	$365k	3.2k	113.76	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$363k	15k	24.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$359k	2.0k	177.36	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$335k	3.3k	100.34	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$320k	720.00	444.56	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$320k	13k	24.28	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$316k	13k	24.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$316k	2.6k	120.96	View chart
Oracle Corporation (ORCL)	0.3	$301k	1.5k	194.96	View chart
Mastercard Incorporated Cl A (MA)	0.2	$291k	510.00	571.30	View chart
Murphy Oil Corporation (MUR)	0.2	$289k	9.3k	31.25	View chart
Dutch Bros Cl A (BROS)	0.2	$288k	4.7k	61.22	View chart
NVIDIA Corporation (NVDA)	0.2	$287k	1.5k	186.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$271k	752.00	360.13	View chart
Starbucks Corporation (SBUX)	0.2	$270k	3.2k	84.22	View chart
Stryker Corporation (SYK)	0.2	$263k	749.00	351.36	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$258k	11k	23.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$256k	10k	25.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$253k	807.00	313.17	View chart
Amazon (AMZN)	0.2	$249k	1.1k	230.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$246k	361.00	681.29	View chart
Eli Lilly & Co. (LLY)	0.2	$235k	219.00	1073.61	View chart
Exxon Mobil Corporation (XOM)	0.2	$234k	1.9k	120.35	View chart
Realty Income (O)	0.2	$233k	4.1k	56.37	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$231k	3.8k	61.35	View chart
Nextera Energy (NEE)	0.2	$228k	2.8k	80.29	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$226k	4.9k	46.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$218k	2.1k	104.05	View chart
Netflix (NFLX)	0.2	$212k	2.3k	93.76	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$212k	4.0k	52.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$211k	1.1k	198.67	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.2	$204k	4.0k	50.37	View chart

Past Filings by Evergreen Wealth Partners

SEC 13F filings are viewable for Evergreen Wealth Partners going back to 2025

Evergreen Wealth Partners 2025 Q4 filed Feb. 5, 2026

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