Evergreen Wealth Partners

Evergreen Wealth Partners as of June 30, 2026

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