Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Evergreen Wealth Partners

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

Top 5 stock holdings are VONG, SPIB, CGDV, SPTI, JPEF, and represent 44.04% of Evergreen Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JPEF (+$6.5M), JBND (+$5.2M), IWF, CGDV, CGNG, IVV, SGOV, COST, SPHQ, DFIV.
Started 13 new stock positions in JBND, CGHM, CGXU, AMD, HFSI, SPHQ, CVX, BAI, CAT, AMAT. SGOV, JPEF, CGUS.
Reduced shares in these 10 stocks: JPST, VGIT, IGF, CGGO, IHI, FEGE, IBDS, IBDR, IBDU, IBDT.
Sold out of its positions in IBDR, IBDT, IBDS, IBDU, PFE, NOBL, SHEL, SYK.
Evergreen Wealth Partners was a net buyer of stock by $30M.
Evergreen Wealth Partners has $167M in assets under management (AUM), dropping by 27.27%.
Central Index Key (CIK): 0002101006

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Evergreen Wealth Partners

Evergreen Wealth Partners holds 89 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	13.5	$23M	+2%	176k	127.81	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	11.2	$19M		560k	33.46	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	8.6	$14M	+24%	290k	49.28	View chart
Spdr Series Trust St Inter Etf (SPTI)	6.8	$11M	+3%	401k	28.39	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	3.9	$6.5M	NEW	81k	80.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$5.3M	+32%	7.0k	748.82	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.1	$5.2M	NEW	97k	53.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.6	$4.4M	+293%	36k	124.17	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.4	$4.0M	+36%	74k	54.02	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	2.2	$3.7M	+7%	163k	22.45	View chart
Pimco Etf Tr Muni Income Opp (MINO)	2.1	$3.5M	+3%	77k	45.76	View chart
Capital Group New Geography SHS (CGNG)	2.0	$3.3M	+77%	88k	37.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.0	$3.3M	+35%	48k	68.01	View chart
Costco Wholesale Corporation (COST)	1.9	$3.1M	+62%	3.3k	935.41	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.9	$3.1M	-22%	53k	58.98	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	1.6	$2.7M	-14%	64k	42.33	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.5	$2.4M	+62%	40k	60.29	View chart
Visa Com Cl A (V)	1.4	$2.3M	-3%	6.8k	343.07	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	1.4	$2.3M	+43%	45k	50.71	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.3	$2.1M		41k	51.27	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.3	$2.1M	-2%	42k	49.55	View chart
Apple (AAPL)	1.2	$2.1M	+3%	7.1k	289.37	View chart
Murphy Usa (MUSA)	1.1	$1.8M		3.3k	538.88	View chart
Microsoft Corporation (MSFT)	1.0	$1.7M	+2%	4.5k	372.98	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.9	$1.5M	+204%	60k	25.17	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$1.5M	+5%	56k	26.52	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.8	$1.4M	+69%	12k	112.88	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.8	$1.4M	+5%	5.6k	242.44	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.8	$1.3M	NEW	13k	100.67	View chart
Ishares Tr Esg Optimized (SUSA)	0.7	$1.2M		7.8k	154.30	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$1.1M	NEW	12k	90.10	View chart
Johnson & Johnson (JNJ)	0.6	$964k		3.8k	253.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$950k	+7%	1.4k	686.93	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$934k	+23%	9.5k	98.59	View chart
Tesla Motors (TSLA)	0.6	$920k		2.2k	420.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$893k	+24%	1.8k	500.53	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.5	$878k	-33%	18k	49.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$773k	-2%	1.1k	736.41	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.5	$763k	+23%	29k	26.18	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.4	$669k	NEW	15k	44.48	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$654k	+92%	6.5k	100.81	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.4	$636k	+4%	4.5k	142.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$624k	+17%	1.8k	353.37	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.4	$612k	NEW	17k	35.16	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.4	$610k	-45%	9.2k	66.60	View chart
Pgim Etf Tr Acti Aggr Bd Etf (PAB)	0.3	$554k	+9%	13k	42.13	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$552k	-44%	11k	48.92	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$527k		10k	50.63	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.3	$505k	-21%	21k	24.25	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$486k	+845%	5.9k	82.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$481k	+2%	734.00	655.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$472k		1.6k	303.04	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$470k	+3%	9.5k	49.55	View chart
Abbvie (ABBV)	0.3	$470k		1.9k	251.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$415k		2.1k	197.59	View chart
Home Depot (HD)	0.2	$397k		1.1k	352.77	View chart
Applied Materials (AMAT)	0.2	$392k	NEW	542.00	723.16	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$379k	-31%	7.5k	50.50	View chart
NVIDIA Corporation (NVDA)	0.2	$374k	+4%	1.9k	200.04	View chart
Exxon Mobil Corporation (XOM)	0.2	$370k	+52%	2.7k	136.72	View chart
Netflix (NFLX)	0.2	$369k	+122%	5.2k	71.40	View chart
Pepsi (PEP)	0.2	$367k		2.7k	135.41	View chart
Dutch Bros Cl A (BROS)	0.2	$363k		5.1k	71.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$360k	-74%	7.1k	50.57	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$355k		2.7k	132.23	View chart
McDonald's Corporation (MCD)	0.2	$347k		1.3k	270.35	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$344k	NEW	6.5k	52.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$325k	-2%	911.00	357.24	View chart
Amazon (AMZN)	0.2	$318k	+13%	1.3k	238.41	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.2	$305k	NEW	12k	25.85	View chart
Murphy Oil Corporation (MUR)	0.2	$302k		9.3k	32.56	View chart
Chevron Corporation (CVX)	0.2	$298k	NEW	1.8k	165.72	View chart
Abbott Laboratories (ABT)	0.2	$279k		3.1k	90.73	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$269k		360.00	746.99	View chart
Starbucks Corporation (SBUX)	0.2	$268k	-8%	2.6k	102.20	View chart
Eli Lilly & Co. (LLY)	0.2	$255k	-5%	212.00	1200.93	View chart
Nextera Energy (NEE)	0.1	$248k		2.8k	87.77	View chart
Walt Disney Company (DIS)	0.1	$240k	-9%	2.5k	96.25	View chart
Oracle Corporation (ORCL)	0.1	$240k		1.6k	146.57	View chart
Nike CL B (NKE)	0.1	$236k	-4%	5.7k	41.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$234k		1.1k	219.53	View chart
Realty Income (O)	0.1	$234k	-6%	3.8k	61.95	View chart
Mastercard Incorporated Cl A (MA)	0.1	$229k	-2%	445.00	513.87	View chart
Caterpillar (CAT)	0.1	$226k	NEW	212.00	1066.99	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$216k		4.1k	52.59	View chart
Atmos Energy Corporation (ATO)	0.1	$206k		1.2k	172.31	View chart
Advanced Micro Devices (AMD)	0.1	$205k	NEW	353.00	580.94	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$201k	NEW	5.8k	34.62	View chart
Cornerstone Strategic Value (CLM)	0.1	$87k		12k	7.56	View chart

Past Filings by Evergreen Wealth Partners

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

Evergreen Wealth Partners 2026 Q2 filed Aug. 11, 2026
Evergreen Wealth Partners 2026 Q1 filed May 8, 2026
Evergreen Wealth Partners 2025 Q4 filed Feb. 5, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z