Evergreen Wealth Partners

Evergreen Wealth Partners as of March 31, 2026

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