Evergreen Wealth Partners
Latest statistics and disclosures from Evergreen Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VONG, SPIB, SPTI, CGDV, VGIT, and represent 47.54% of Evergreen Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: CGDV, VGIT, CGGO, IVV, CGNG, SPIB, DFIV, PYLD, MINO, DYNF.
- Started 8 new stock positions in PFE, CGCB, ATO, SHEL, PYLD, VGIT, CGNG, CLM.
- Reduced shares in these 10 stocks: JMST, PAAA, PULS, JPST, IHI, VTI, EVSM, V, SUSA, IWF.
- Sold out of its positions in JMST, EVSM, VTI.
- Evergreen Wealth Partners was a net buyer of stock by $17M.
- Evergreen Wealth Partners has $131M in assets under management (AUM), dropping by 10.31%.
- Central Index Key (CIK): 0002101006
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Portfolio Holdings for Evergreen Wealth Partners
Evergreen Wealth Partners holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 14.3 | $19M | 171k | 109.69 |
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| Spdr Series Trust State Street Spd (SPIB) | 14.1 | $19M | +9% | 550k | 33.54 |
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| Spdr Series Trust State Street Spd (SPTI) | 8.5 | $11M | +6% | 387k | 28.66 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 7.6 | $9.9M | +74% | 233k | 42.54 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.1 | $4.0M | NEW | 68k | 59.55 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.9 | $3.9M | -2% | 9.0k | 426.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $3.5M | +97% | 5.3k | 653.14 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 2.6 | $3.4M | +42% | 75k | 45.17 |
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| Blackrock Etf Trust Ii Short Duration H (SHYM) | 2.5 | $3.3M | +23% | 151k | 22.02 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.2 | $2.9M | +114% | 54k | 52.78 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 1.9 | $2.5M | +230% | 75k | 33.37 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.6 | $2.2M | -36% | 44k | 49.50 |
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| Visa Com Cl A (V) | 1.6 | $2.1M | -6% | 7.0k | 302.22 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 1.6 | $2.1M | -37% | 41k | 51.18 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.6 | $2.1M | +86% | 36k | 58.18 |
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| Costco Wholesale Corporation (COST) | 1.6 | $2.0M | 2.0k | 996.58 |
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| Apple (AAPL) | 1.3 | $1.7M | -3% | 6.8k | 253.78 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.6M | 4.4k | 370.14 |
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| Murphy Usa (MUSA) | 1.2 | $1.6M | 3.3k | 493.98 |
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| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 1.2 | $1.6M | +18% | 31k | 50.75 |
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| Capital Group New Geography SHS (CGNG) | 1.2 | $1.6M | NEW | 49k | 31.57 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.1 | $1.4M | -37% | 27k | 53.35 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.1 | $1.4M | NEW | 54k | 26.20 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $1.4M | -43% | 28k | 50.61 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 1.0 | $1.4M | +60% | 25k | 54.84 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.9 | $1.2M | +11% | 5.3k | 218.75 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.9 | $1.1M | +345% | 17k | 67.00 |
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| Ishares Tr Esg Optimized (SUSA) | 0.8 | $1.0M | -10% | 7.9k | 132.10 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.7 | $953k | +313% | 20k | 47.00 |
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| Johnson & Johnson (JNJ) | 0.7 | $925k | -2% | 3.8k | 244.42 |
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| Tesla Motors (TSLA) | 0.6 | $828k | 2.2k | 371.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $771k | 1.3k | 597.56 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.6 | $753k | +14% | 7.3k | 103.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $688k | -4% | 1.4k | 479.17 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.5 | $647k | +5% | 7.7k | 84.52 |
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| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.5 | $636k | +2% | 27k | 23.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $623k | -2% | 1.1k | 577.21 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.5 | $619k | NEW | 24k | 26.26 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.4 | $551k | 11k | 50.45 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.4 | $532k | 11k | 50.63 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.4 | $519k | +36% | 4.3k | 121.18 |
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| Pgim Etf Tr Active Aggregate (PAB) | 0.4 | $506k | 12k | 42.33 |
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| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.4 | $491k | +35% | 20k | 24.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $430k | -15% | 1.5k | 286.91 |
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| Pepsi (PEP) | 0.3 | $429k | -7% | 2.8k | 155.30 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $424k | 9.2k | 46.23 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $408k | 1.6k | 261.92 |
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| Abbvie (ABBV) | 0.3 | $403k | 1.9k | 217.49 |
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| McDonald's Corporation (MCD) | 0.3 | $402k | -6% | 1.3k | 310.83 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $387k | +3% | 2.1k | 184.27 |
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| Murphy Oil Corporation (MUR) | 0.3 | $382k | 9.3k | 41.25 |
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| Home Depot (HD) | 0.3 | $372k | 1.1k | 328.77 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $339k | 3.4k | 100.56 |
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| Nike CL B (NKE) | 0.2 | $318k | -9% | 6.0k | 52.82 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $318k | 13k | 24.24 |
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| Abbott Laboratories (ABT) | 0.2 | $317k | 3.1k | 102.68 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $315k | 13k | 24.24 |
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| NVIDIA Corporation (NVDA) | 0.2 | $314k | +16% | 1.8k | 174.40 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $302k | -8% | 1.8k | 169.70 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $301k | +2% | 2.7k | 112.27 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $275k | -4% | 718.00 | 383.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $267k | +15% | 930.00 | 287.48 |
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| Walt Disney Company (DIS) | 0.2 | $267k | -13% | 2.8k | 96.37 |
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| Nextera Energy (NEE) | 0.2 | $261k | 2.8k | 92.89 |
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| Starbucks Corporation (SBUX) | 0.2 | $256k | -11% | 2.9k | 89.58 |
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| Dutch Bros Cl A (BROS) | 0.2 | $255k | +7% | 5.0k | 50.66 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.2 | $255k | 11k | 23.26 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $254k | -13% | 622.00 | 407.81 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $253k | 10k | 25.33 |
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| Realty Income (O) | 0.2 | $247k | -2% | 4.0k | 61.18 |
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| Amazon (AMZN) | 0.2 | $244k | +8% | 1.2k | 208.26 |
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| Oracle Corporation (ORCL) | 0.2 | $243k | +6% | 1.6k | 147.08 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $235k | 361.00 | 651.13 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $229k | -10% | 457.00 | 499.90 |
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| Shell Spon Ads (SHEL) | 0.2 | $225k | NEW | 2.4k | 93.00 |
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| Netflix (NFLX) | 0.2 | $223k | +2% | 2.3k | 96.16 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $222k | 2.1k | 105.99 |
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| Atmos Energy Corporation (ATO) | 0.2 | $220k | NEW | 1.2k | 184.77 |
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| Pfizer (PFE) | 0.2 | $219k | NEW | 7.8k | 28.08 |
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| Stryker Corporation (SYK) | 0.2 | $215k | -12% | 654.00 | 328.52 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $212k | 4.1k | 52.19 |
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| Eli Lilly & Co. (LLY) | 0.2 | $207k | +2% | 225.00 | 918.32 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $204k | 1.1k | 191.73 |
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| Cornerstone Strategic Value (CLM) | 0.1 | $84k | NEW | 12k | 7.28 |
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Past Filings by Evergreen Wealth Partners
SEC 13F filings are viewable for Evergreen Wealth Partners going back to 2025
- Evergreen Wealth Partners 2026 Q1 filed May 8, 2026
- Evergreen Wealth Partners 2025 Q4 filed Feb. 5, 2026