Evergreen Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Evergreen Wealth Partners LLC held in its portfolio 78 assets valued at $118,699,407 (i.e. $118.70M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($27.54M), VANGUARD SCOTTSDALE FDS ($20.67M), and CAPITAL GROUP DIVIDEND VALUE ($5.82M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evergreen Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 868019 | 27539131 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 169760 | 20668264 | VNG RUS1000GRW |
| CAPITAL GROUP DIVIDEND VALUE | 133386 | 5820973 | SHS CREATION UNI |
| ISHARES TR | 9269 | 4386996 | RUS 1000 GRW ETF |
| PGIM ETF TR | 68751 | 3409341 | PGIM ULTRA SH BD |
| PGIM ETF TR | 65645 | 3364966 | AAA CLO ETF |
| J P MORGAN EXCHANGE TRADED F | 56579 | 2882146 | ULTRA SHT MUNCPL |
| BLACKROCK ETF TRUST II | 122837 | 2729434 | SHORT DURATION H |
| ISHARES TR | 43303 | 2691293 | U.S. MED DVC ETF |
| VISA INC | 7461 | 2616713 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 48923 | 2475035 | ULTRA SHRT ETF |
| PIMCO ETF TR | 52773 | 2391689 | MUNI INCOME OPP |
| MICROSOFT CORP | 4387 | 2121568 | COM |
| APPLE INC | 7088 | 1926904 | COM |
| ISHARES TR | 2674 | 1831850 | CORE S&P500 ETF |
| COSTCO WHSL CORP NEW | 2076 | 1790286 | COM |
| MORGAN STANLEY ETF TRUST | 26478 | 1363630 | EATON VANCE TOTA |
| MURPHY USA INC | 3303 | 1332846 | COM |
| DIMENSIONAL ETF TRUST | 25225 | 1258746 | INTERNATNAL VAL |
| ISHARES TR | 8755 | 1219966 | ESG OPTIMIZED |
| BLACKROCK ETF TRUST | 19033 | 1157386 | ISHARES US EQUIT |
| ISHARES TR | 4760 | 1021918 | US AER DEF ETF |
| TESLA INC | 2198 | 988484 | COM |
| INVESCO EXCH TRADED FD TR II | 15430 | 857443 | S&P INTL MOMNT |
| JOHNSON & JOHNSON | 3898 | 806727 | COM |
| VANGUARD INDEX FDS | 1281 | 803112 | S&P 500 ETF SHS |
| CAPITAL GROUP GBL GROWTH EQT | 22584 | 782557 | SHS CREATION UNI |
| BERKSHIRE HATHAWAY INC DEL | 1506 | 756991 | CL B NEW |
| INVESCO QQQ TR | 1106 | 679232 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 7251 | 672865 | ACTIVE GROWTH |
| INVESCO EXCHANGE TRADED FD T | 6384 | 653815 | S&P MDCP QUALITY |
| BLACKROCK ETF TRUST II | 25908 | 622830 | ISHARES INTERMED |
| VANGUARD INDEX FDS | 1746 | 585526 | TOTAL STK MKT |
| ALPHABET INC | 1772 | 556172 | CAP STK CL C |
| PIMCO ETF TR | 10843 | 546812 | SHTRM MUN BD ACT |
| ISHARES TR | 10504 | 530052 | TRS FLT RT BD |
| PGIM ETF TR | 11800 | 504451 | ACTIVE AGGREGATE |
| PEPSICO INC | 2999 | 430470 | COM |
| NIKE INC | 6671 | 425017 | CL B |
| MCDONALDS CORP | 1388 | 424090 | COM |
| ABBVIE INC | 1849 | 422435 | COM |
| ISHARES TR | 9111 | 414111 | MSCI INTL QUALTY |
| ISHARES TR | 3129 | 403135 | ESG MSCI KLD 400 |
| VANGUARD INDEX FDS | 1553 | 400596 | SMALL CP ETF |
| HOME DEPOT INC | 1126 | 387552 | COM |
| ABBOTT LABS | 3077 | 385528 | COM |
| DISNEY WALT CO | 3210 | 365166 | COM |
| FRANKLIN TEMPLETON ETF TR | 14591 | 362877 | FRANKLIN DYN MUN |
| VANGUARD INDEX FDS | 2026 | 359340 | MCAP VL IDXVIP |
| PIMCO ETF TR | 3338 | 334935 | ENHAN SHRT MA AC |
| VANGUARD ADMIRAL FDS INC | 720 | 320085 | 500 GRTH IDX F |
| ISHARES TR | 13168 | 319728 | IBONDS 27 ETF |
| ISHARES TR | 13056 | 316340 | IBONDS DEC2026 |
| VANGUARD WORLD FD | 2613 | 316060 | ESG US STK ETF |
| ORACLE CORP | 1545 | 301218 | COM |
| MASTERCARD INCORPORATED | 510 | 291362 | CL A |
| MURPHY OIL CORP | 9260 | 289383 | COM |
| DUTCH BROS INC | 4704 | 287978 | CL A |
| NVIDIA CORPORATION | 1537 | 286687 | COM |
| VANECK ETF TRUST | 752 | 270820 | SEMICONDUCTR ETF |
| STARBUCKS CORP | 3208 | 270176 | COM |
| STRYKER CORPORATION | 749 | 263168 | COM |
| ISHARES TR | 11012 | 257746 | IBONDS DEC 29 |
| ISHARES TR | 10047 | 255736 | IBDS DEC28 ETF |
| ALPHABET INC | 807 | 252730 | CAP STK CL A |
| AMAZON COM INC | 1078 | 248823 | COM |
| SPDR S&P 500 ETF TR | 361 | 245944 | TR UNIT |
| ELI LILLY & CO | 219 | 235120 | COM |
| EXXON MOBIL CORP | 1941 | 233608 | COM |
| REALTY INCOME CORP | 4133 | 232964 | COM |
| ISHARES TR | 3772 | 231419 | GLB INFRASTR ETF |
| NEXTERA ENERGY INC | 2835 | 227631 | COM |
| RBB FUND TRUST | 4900 | 225547 | FIRST EAGLE GBL |
| PROSHARES TR | 2094 | 217889 | S&P 500 DV ARIST |
| NETFLIX INC | 2260 | 211897 | COM |
| PIMCO ETF TR | 4035 | 211474 | INTER MUN BD ACT |
| ISHARES TR | 1062 | 210988 | MSCI USA QLT FCT |
| MORGAN STANLEY ETF TRUST | 4040 | 203484 | EATON VANCE SHRT |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.