Evergreen Wealth Partners LLC Top Holdings and 13F Report (2026) About Evergreen Wealth Partners LLCInvestment ActivityEvergreen Wealth Partners LLC has $130.94 million in total holdings as of March 31, 2026.Evergreen Wealth Partners LLC owns shares of 84 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 19.55% of the portfolio was purchased this quarter.About 6.92% of the portfolio was sold this quarter.This quarter, Evergreen Wealth Partners LLC has purchased 79 new stocks and bought additional shares in 43 stocks.Evergreen Wealth Partners LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $18,744,539SPDR Portfolio Intermediate Term Corporate Bond ETF $18,457,838SPDR Portfolio Intermediate Term Treasury ETF $11,094,446Capital Group Dividend Value ETF $9,917,274Vanguard Intermediate-Term Treasury ETF $4,029,057 Largest New Holdings this Quarter 92206C706 - Vanguard Intermediate-Term Treasury ETF $4,029,057 Holding14021N105 - CAPITAL GROUP NEW GEOGRAPHY $1,554,509 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $1,402,251 Holding14020Y508 - CAPITAL GRP FIXED INCM ETF T $619,053 Holding780259305 - Shell $224,698 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 99,742 shares (about $4.24M)Vanguard Intermediate-Term Treasury ETF 67,659 shares (about $4.03M)Capital Group Global Growth Equity ETF 52,154 shares (about $1.74M)iShares Core S&P 500 ETF 2,616 shares (about $1.71M)CAPITAL GROUP NEW GEOGRAPHY 49,240 shares (about $1.55M) Largest Sales this Quarter PGIM ETF TR 24,568 shares (about $1.26M)PGIM Ultra Short Bond ETF 25,201 shares (about $1.25M)JPMorgan Ultra-Short Income ETF 21,346 shares (about $1.08M)iShares U.S. Medical Devices ETF 16,389 shares (about $874.34K)Visa 472 shares (about $142.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$18,744,539$123,620 â–²0.7%170,88714.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$18,457,838$1,549,817 â–²9.2%550,32314.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$11,094,446$664,969 â–²6.4%387,1068.5%ETFCGDVCapital Group Dividend Value ETF$9,917,274$4,243,028 â–²74.8%233,1287.6%ETFVGITVanguard Intermediate-Term Treasury ETF$4,029,057$4,029,057 â–²New Holding67,6593.1%ETFIWFiShares Russell 1000 Growth ETF$3,853,651$98,495 â–¼-2.5%9,0382.9%ETFIVViShares Core S&P 500 ETF$3,455,110$1,708,614 â–²97.8%5,2902.6%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$3,387,200$1,003,449 â–²42.1%74,9882.6%ETFHYMUiShares High Yield Muni Income Active ETF$3,332,419$627,548 â–²23.2%151,3362.5%ETFDFIVDimensional International Value ETF$2,853,719$1,522,339 â–²114.3%54,0682.2%ETFCGGOCapital Group Global Growth Equity ETF$2,494,025$1,740,391 â–²230.9%74,7381.9%ETFPULSPGIM Ultra Short Bond ETF$2,155,746$1,247,462 â–¼-36.7%43,5501.6%ETFVVisa$2,112,241$142,650 â–¼-6.3%6,9891.6%Business ServicesPGIM ETF TR$2,102,340$1,257,402 â–¼-37.4%41,0771.6%AAA CLO ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,069,619$962,289 â–²86.9%35,5731.6%ETFCOSTCostco Wholesale$2,036,020$32,887 â–¼-1.6%2,0431.6%Retail/WholesaleAAPLApple$1,737,853$60,906 â–¼-3.4%6,8481.3%Computer and TechnologyMSFTMicrosoft$1,645,282$21,468 â–²1.3%4,4451.3%Computer and TechnologyMUSAMurphy USA$1,631,6060.0%3,3031.2%Retail/WholesaleMORGAN STANLEY ETF TRUST$1,586,139$242,382 â–²18.0%31,2541.2%EATON VANCE TOTACAPITAL GROUP NEW GEOGRAPHY$1,554,509$1,554,509 â–²New Holding49,2401.2%SHSIHIiShares U.S. Medical Devices ETF$1,435,847$874,344 â–¼-37.8%26,9141.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,402,251$1,402,251 â–²New Holding53,5211.1%ETFJPSTJPMorgan Ultra-Short Income ETF$1,395,668$1,080,318 â–¼-43.6%27,5771.1%ETFIDMOInvesco S&P International Developed Momentum ETF$1,357,087$510,896 â–²60.4%24,7461.0%ETFITAiShares U.S. Aerospace & Defense ETF$1,162,885$121,626 â–²11.7%5,3160.9%ETFIGFiShares Global Infrastructure ETF$1,124,964$872,247 â–²345.1%16,7910.9%ManufacturingSUSAiShares MSCI USA ESG Select ETF$1,040,795$115,717 â–¼-10.0%7,8790.8%ETFRBB FUND TRUST$952,516$722,213 â–²313.6%20,2660.7%FIRST EAGLE GBLJNJJohnson & Johnson$924,649$28,109 â–¼-3.0%3,7830.7%MedicalTSLATesla$827,496$10,409 â–²1.3%2,2260.6%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$770,850$5,378 â–²0.7%1,2900.6%ETFXMHQInvesco S&P MidCap Quality ETF$752,897$93,027 â–²14.1%7,2840.6%ETFBRK.BBerkshire Hathaway$688,082$33,542 â–¼-4.6%1,4360.5%FinanceJGROJPMorgan Active Growth ETF$646,717$33,891 â–²5.5%7,6520.5%ETFINMUiShares Intermediate Muni Income Active ETF$635,541$16,091 â–²2.6%26,5810.5%ETFQQQInvesco QQQ$622,810$15,585 â–¼-2.4%1,0790.5%FinanceCAPITAL GRP FIXED INCM ETF T$619,053$619,053 â–²New Holding23,5740.5%CORE BOND ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$550,820$3,784 â–²0.7%10,9180.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$531,876$51 â–²0.0%10,5050.4%ETFDSIiShares ESG MSCI KLD 400 ETF$518,539$139,360 â–²36.8%4,2790.4%ETFPABPGIM Active Aggregate Bond ETF$506,018$6,519 â–²1.3%11,9540.4%ETFFLMIFranklin Dynamic Municipal Bond ETF$490,990$129,280 â–²35.7%19,8060.4%ETFGOOGAlphabet$430,368$78,040 â–¼-15.3%1,5000.3%Computer and TechnologyPEPPepsiCo$429,092$36,651 â–¼-7.9%2,7630.3%Consumer StaplesIQLTiShares MSCI Intl Quality Factor ETF$424,038$2,820 â–²0.7%9,1720.3%ETFVBVanguard Small-Cap ETF$408,077$1,310 â–²0.3%1,5580.3%ETFABBVAbbVie$402,791$652 â–²0.2%1,8520.3%MedicalMCDMcDonald's$401,595$29,840 â–¼-6.9%1,2920.3%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$386,975$13,636 â–²3.7%2,1000.3%ETFMURMurphy Oil$381,9850.0%9,2600.3%EnergyHDHome Depot$371,513$1,315 â–²0.4%1,1300.3%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$339,192$3,520 â–²1.0%3,3730.3%ETFNKENIKE$318,428$33,908 â–¼-9.6%6,0290.2%Consumer DiscretionaryIBDSiShares iBonds Dec 2027 Term Corporate ETF$318,102$1,091 â–¼-0.3%13,1230.2%ETFABTAbbott Laboratories$316,773$821 â–²0.3%3,0850.2%MedicalIBDRiShares iBonds Dec 2026 Term Corporate ETF$315,287$1,188 â–¼-0.4%13,0070.2%ETFNVDANVIDIA$313,573$45,519 â–²17.0%1,7980.2%Computer and TechnologyXOMExxonMobil$301,561$27,831 â–¼-8.4%1,7770.2%EnergyESGVVanguard ESG U.S. Stock ETF$300,986$7,634 â–²2.6%2,6810.2%ETFSMHVanEck Semiconductor ETF$275,219$13,033 â–¼-4.5%7180.2%ManufacturingGOOGLAlphabet$267,355$35,360 â–²15.2%9300.2%Computer and TechnologyDISWalt Disney$267,143$42,211 â–¼-13.6%2,7720.2%Consumer DiscretionaryNEENextEra Energy$260,659$2,694 â–¼-1.0%2,8060.2%UtilitiesSBUXStarbucks$255,765$31,623 â–¼-11.0%2,8550.2%Retail/WholesaleBROSDutch Bros$255,223$16,920 â–²7.1%5,0380.2%Retail/WholesaleIBDUiShares iBonds Dec 2029 Term Corporate ETF$254,786$1,349 â–¼-0.5%10,9540.2%ETFVOOGVanguard S&P 500 Growth ETF$253,658$39,965 â–¼-13.6%6220.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$253,019$1,469 â–¼-0.6%9,9890.2%ETFORealty Income$247,419$5,445 â–¼-2.2%4,0440.2%FinanceAMZNAmazon.com$244,284$19,784 â–²8.8%1,1730.2%Retail/WholesaleORCLOracle$242,540$15,297 â–²6.7%1,6490.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$235,0570.0%3610.2%FinanceMAMastercard$228,455$26,495 â–¼-10.4%4570.2%Business ServicesSHELShell$224,698$224,698 â–²New Holding2,4160.2%EnergyNFLXNetflix$222,905$5,577 â–²2.6%2,3180.2%Consumer DiscretionaryNOBLProShares S&P 500 Aristocrats ETF$221,9510.0%2,0940.2%ETFATOAtmos Energy$219,691$219,691 â–²New Holding1,1890.2%UtilitiesPFEPfizer$218,920$218,920 â–²New Holding7,7960.2%MedicalSYKStryker$214,853$31,210 â–¼-12.7%6540.2%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$212,309$1,722 â–²0.8%4,0680.2%ETFLLYEli Lilly and Company$206,623$5,510 â–²2.7%2250.2%MedicalQUALiShares MSCI USA Quality Factor ETF$204,195$575 â–²0.3%1,0650.2%ETFCORNERSTONE STRATEGIC INVEST$83,949$83,949 â–²New Holding11,5310.1%COMJMSTJPMorgan Ultra-Short Municipal ETF$0$2,882,146 â–¼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$585,526 â–¼-100.0%00.0%ETFMORGAN STANLEY ETF TRUST$0$203,484 â–¼-100.0%00.0%EATON VANCE SHRTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
