Evergreen Wealth Partners

Evergreen Wealth Partners as of Dec. 31, 2025

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