Evergreen Private Wealth LLC Top Holdings and 13F Report (2026) About Evergreen Private Wealth LLCInvestment ActivityEvergreen Private Wealth LLC has $247.41 million in total holdings as of March 31, 2026.Evergreen Private Wealth LLC owns shares of 87 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 3.80% of the portfolio was purchased this quarter.About 4.11% of the portfolio was sold this quarter.This quarter, Evergreen Private Wealth LLC has purchased 91 new stocks and bought additional shares in 48 stocks.Evergreen Private Wealth LLC sold shares of 26 stocks and completely divested from 9 stocks this quarter.Largest Holdings Applied Materials $13,116,925SPDR MSCI EAFE StrategicFactors ETF $10,172,115Alphabet $9,314,443iShares 10-20 Year Treasury Bond ETF $8,535,427Ross Stores $8,257,326 Largest New Holdings this Quarter 92345Y106 - Verisk Analytics $5,168,411 Holding92345Y106 - Verisk Analytics $164,720 Holding30231G102 - ExxonMobil $130,638 Holding693506107 - PPG Industries $120,489 Holding464287606 - iShares S&P Mid-Cap 400 Growth ETF $103,637 Holding Largest Purchases this Quarter Verisk Analytics 27,238 shares (about $5.17M)Adobe 1,629 shares (about $395.98K)iShares 10-20 Year Treasury Bond ETF 3,089 shares (about $311.12K)FIDELITY ENHANCED INTERNATIONAL ETF 7,098 shares (about $264.05K)Zoetis 1,808 shares (about $213.73K) Largest Sales this Quarter Applied Materials 3,204 shares (about $1.09M)Ross Stores 2,077 shares (about $449.73K)Nuveen ESG Small-Cap ETF 8,732 shares (about $393.48K)Ulta Beauty 560 shares (about $292.73K)JPMorgan Chase & Co. 705 shares (about $207.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Private Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMATApplied Materials$13,116,925$1,094,244 ▼-7.7%38,4075.3%Computer and TechnologyQEFASPDR MSCI EAFE StrategicFactors ETF$10,172,115$191,344 ▼-1.8%109,0874.1%ETFGOOGLAlphabet$9,314,443$24,712 ▼-0.3%32,4153.8%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$8,535,427$311,124 ▲3.8%84,7443.4%ETFROSTRoss Stores$8,257,326$449,730 ▼-5.2%38,1353.3%Retail/WholesaleBRK.BBerkshire Hathaway$8,129,326$28,273 ▲0.3%16,9643.3%FinanceXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$6,766,399$46,556 ▼-0.7%168,7382.7%FinanceJPMJPMorgan Chase & Co.$6,744,600$207,386 ▼-3.0%22,9282.7%FinanceNFLXNetflix$6,690,269$7,404 ▼-0.1%69,5822.7%Consumer DiscretionaryCHKPCheck Point Software Technologies$6,682,765$60,282 ▲0.9%46,7822.7%Computer and TechnologyTMOThermo Fisher Scientific$6,611,199$115,512 ▲1.8%13,4502.7%MedicalADBEAdobe$6,449,456$395,981 ▲6.5%26,5322.6%Computer and TechnologyAMZNAmazon.com$6,248,447$115,380 ▼-1.8%30,0022.5%Retail/WholesaleAAPLApple$6,128,753$78,928 ▼-1.3%24,1492.5%Computer and TechnologyMSFTMicrosoft$6,051,821$119,193 ▲2.0%16,3492.4%Computer and TechnologyWMWaste Management$5,878,111$124,318 ▼-2.1%25,5802.4%Business ServicesZTSZoetis$5,748,138$213,726 ▲3.9%48,6262.3%MedicalFSMDFidelity Small-Mid Multifactor ETF$5,599,594$105,181 ▼-1.8%125,2152.3%ETFARISTA NETWORKS INC COM SHS$5,592,778$117,255 ▼-2.1%45,5512.3%COM SHSULTAUlta Beauty$5,576,458$292,727 ▼-5.0%10,6682.3%Retail/WholesaleHBANHuntington Bancshares$5,518,646$31,582 ▼-0.6%352,6292.2%FinanceBNDXVanguard Total International Bond ETF$5,242,657$103,164 ▲2.0%109,1082.1%ETFVRSKVerisk Analytics$5,168,411$5,168,411 ▲New Holding27,2382.1%Business ServicesRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$5,145,943$207,945 ▲4.2%208,8872.1%ETFHCAHCA Healthcare$5,139,896$84,711 ▼-1.6%10,8612.1%MedicalTGTTarget$4,390,909$35,996 ▼-0.8%36,2291.8%Retail/WholesaleTAT&T$4,327,863$37,977 ▲0.9%149,2881.7%Computer and TechnologyEOGEOG Resources$4,287,152$147,604 ▼-3.3%29,6551.7%EnergyPLDPrologis$3,992,457$107,461 ▼-2.6%30,2051.6%FinancePHParker-Hannifin$3,977,875$113,705 ▼-2.8%4,4431.6%IndustrialsINTUIntuit$3,854,410$151,340 ▲4.1%8,9141.6%Computer and TechnologyFTNTFortinet$3,703,123$131,732 ▲3.7%45,3151.5%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,603,569$52,601 ▲1.5%148,6621.5%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,594,265$45,596 ▲1.3%148,2781.5%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,583,770$44,885 ▲1.3%141,4831.4%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$3,497,485$49,839 ▲1.4%135,2991.4%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,483,815$43,262 ▲1.3%137,8641.4%ETFEUFNiShares MSCI Europe Financials ETF$3,381,730$54,261 ▲1.6%97,0371.4%ETFFDHYFidelity High Yield Factor ETF$2,643,050$65,432 ▲2.5%54,4511.1%ETFKMIKinder Morgan$2,284,248$61,024 ▼-2.6%68,1260.9%EnergyDINOHF Sinclair$2,148,658$34,065 ▼-1.6%34,4390.9%EnergyFMHIFirst Trust Municipal High Income ETF$1,911,364$109,010 ▲6.0%40,2050.8%ManufacturingMMITNYLI MacKay Shields Municipal Intermediate ETF$1,872,481$87,164 ▲4.9%77,6800.8%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,734,479$40,352 ▲2.4%69,0750.7%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,349,438$87,386 ▲6.9%53,0440.5%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,337,529$71,764 ▲5.7%52,1860.5%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,313,125$57,493 ▲4.6%51,4350.5%ETFFIDELITY ENHANCED MID CAP ETF$1,062,906$20,569 ▲2.0%29,5580.4%ENHANCED MIDFIDELITY ENHANCED INTERNATIONAL ETF$994,616$264,045 ▲36.1%26,7370.4%ENHANCED INTLIVWiShares S&P 500 Growth ETF$796,855$57,233 ▲7.7%7,0450.3%ETFIVEiShares S&P 500 Value ETF$680,748$12,036 ▲1.8%3,2240.3%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$580,641$122,468 ▲26.7%25,0950.2%ManufacturingIJTiShares S&P Small-Cap 600 Growth ETF$317,550$5,789 ▲1.9%2,1940.1%ETFVWOVanguard FTSE Emerging Markets ETF$315,003$2,054 ▲0.7%5,8280.1%ETFNVDANVIDIA$308,743$10,640 ▲3.6%1,7700.1%Computer and TechnologyRTXRTX$283,6810.0%1,4710.1%AerospaceAMGNAmgen$276,1020.0%7850.1%MedicalPANWPalo Alto Networks$231,342$49,699 ▲27.4%1,4430.1%Computer and TechnologyABBVAbbVie$229,383$24,134 ▲11.8%1,0550.1%MedicalSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$215,484$45,343 ▲26.6%8,5970.1%ManufacturingIBMInternational Business Machines$211,3640.0%8720.1%Computer and TechnologyCRMSalesforce$210,309$138,651 ▲193.5%1,1270.1%Computer and TechnologyOKEONEOK$207,979$40,222 ▲24.0%2,3010.1%EnergyGLWCorning$195,557$56,301 ▼-22.4%1,4380.1%Computer and TechnologySPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239$191,3760.0%5,4000.1%PHYSICAL GOLD TRIVViShares Core S&P 500 ETF$188,848$7,841 ▼-4.0%2890.1%ETFAMDAdvanced Micro Devices$186,545$1,017 ▲0.5%9170.1%Computer and TechnologyNEENextEra Energy$184,891$33,988 ▲22.5%1,9910.1%UtilitiesTTTrane Technologies$183,782$48,758 ▲36.1%4410.1%ConstructionMRKMerck & Co., Inc.$180,8500.0%1,5030.1%MedicalESGEiShares ESG Aware MSCI EM ETF$173,012$20,052 ▼-10.4%3,8050.1%ManufacturingVTIVanguard Total Stock Market ETF$165,614$321 ▼-0.2%5160.1%ETFVRSKVerisk Analytics$164,720$164,720 ▲New Holding6630.1%Business ServicesPJANInnovator U.S. Equity Power Buffer ETF - January$163,6230.0%3,5470.1%ETFVVisa$157,284$1,512 ▲1.0%5200.1%Business ServicesNUSCNuveen ESG Small-Cap ETF$148,299$393,481 ▼-72.6%3,2910.1%ETFCPRTCopart$147,375$49,169 ▲50.1%4,4390.1%Business ServicesCHDChurch & Dwight$145,474$31,446 ▲27.6%1,5590.1%Consumer StaplesIJSiShares S&P Small-Cap 600 Value ETF$140,600$1,658 ▲1.2%1,1870.1%ETFIWFiShares Russell 1000 Growth ETF$133,4630.0%3130.1%ETFCTASCintas$131,854$24,342 ▲22.6%7800.1%Business ServicesXOMExxonMobil$130,638$130,638 ▲New Holding7700.1%EnergyPAYXPaychex$130,524$16,580 ▲14.6%1,4170.1%Computer and TechnologyITGartner$123,347$38,793 ▲45.9%7790.0%Business ServicesPPGPPG Industries$120,489$120,489 ▲New Holding1,1270.0%Basic MaterialsAGOAssured Guaranty$111,7910.0%1,3720.0%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$103,637$103,637 ▲New Holding1,0300.0%ETFMDLZMondelez International$0$4,697,178 ▼-100.0%00.0%Consumer StaplesNUMVNuveen ESG Mid-Cap Value ETF$0$328,721 ▼-100.0%00.0%ETFNUMGNuveen ESG Mid-Cap Growth ETF$0$326,824 ▼-100.0%00.0%ETFNUDMNuveen ESG International Developed Markets Equity ETF$0$181,317 ▼-100.0%00.0%ETFSUSLiShares ESG MSCI USA Leaders ETF$0$171,956 ▼-100.0%00.0%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$0$157,173 ▼-100.0%00.0%ETFFISERV INC COM STK USD0.01$0$132,661 ▼-100.0%00.0%COMVRSNVeriSign$0$124,185 ▼-100.0%00.0%Computer and TechnologyAAgilent Technologies$0$111,365 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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