Evergreen Wealth Partners LLC

Est. AUM

$130.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$18.7M	170887	14.32%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$18.5M	550323	14.10%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$11.1M	387106	8.47%	SOLE
4	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$9.9M	233128	7.57%	SOLE
5	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.0M	67659	3.08%	SOLE
6	ISHARES TR	RUS 1000 GRW ETF	$3.9M	9038	2.94%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$3.5M	5290	2.64%	SOLE
8	PIMCO ETF TR	MUNI INCOME OPP	$3.4M	74988	2.59%	SOLE
9	BLACKROCK ETF TRUST II	SHORT DURATION H	$3.3M	151336	2.54%	SOLE
10	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.9M	54068	2.18%	SOLE
11	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$2.5M	74738	1.90%	SOLE
12	PGIM ETF TR	PGIM ULTRA SH BD	$2.2M	43550	1.65%	SOLE
13	VISA INC	COM CL A	$2.1M	6989	1.61%	SOLE
14	PGIM ETF TR	AAA CLO ETF	$2.1M	41077	1.61%	SOLE
15	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.1M	35573	1.58%	SOLE
16	COSTCO WHOLESALE CORPORATION	COM	$2.0M	2043	1.55%	SOLE
17	APPLE INC	COM	$1.7M	6848	1.33%	SOLE
18	MICROSOFT CORP	COM	$1.6M	4445	1.26%	SOLE
19	MURPHY USA INC	COM	$1.6M	3303	1.25%	SOLE
20	MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$1.6M	31254	1.21%	SOLE
21	CAPITAL GROUP NEW GEOGRAPHY	SHS	$1.6M	49240	1.19%	SOLE
22	ISHARES TR	U.S. MED DVC ETF	$1.4M	26914	1.10%	SOLE
23	PIMCO ETF TR	MULTISECTOR BD	$1.4M	53521	1.07%	SOLE
24	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.4M	27577	1.07%	SOLE
25	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$1.4M	24746	1.04%	SOLE
26	ISHARES TR	US AER DEF ETF	$1.2M	5316	0.89%	SOLE
27	ISHARES TR	GLB INFRASTR ETF	$1.1M	16791	0.86%	SOLE
28	ISHARES TR	ESG OPTIMIZED	$1.0M	7879	0.79%	SOLE
29	RBB FUND TRUST	FIRST EAGLE GBL	$953K	20266	0.73%	SOLE
30	JOHNSON & JOHNSON	COM	$925K	3783	0.71%	SOLE
31	TESLA INC	COM	$827K	2226	0.63%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$771K	1290	0.59%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$753K	7284	0.58%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$688K	1436	0.53%	SOLE
35	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$647K	7652	0.49%	SOLE
36	BLACKROCK ETF TRUST II	ISHARES INTERMED	$636K	26581	0.49%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$623K	1079	0.48%	SOLE
38	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$619K	23574	0.47%	SOLE
39	PIMCO ETF TR	SHTRM MUN BD ACT	$551K	10918	0.42%	SOLE
40	ISHARES TR	TRS FLT RT BD	$532K	10505	0.41%	SOLE
41	ISHARES TR	ESG MSCI KLD 400	$519K	4279	0.40%	SOLE
42	PGIM ETF TR	ACTIVE AGGREGATE	$506K	11954	0.39%	SOLE
43	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$491K	19806	0.37%	SOLE
44	ALPHABET INC	CAP STK CL C	$430K	1500	0.33%	SOLE
45	PEPSICO INC	COM	$429K	2763	0.33%	SOLE
46	ISHARES TR	MSCI INTL QUALTY	$424K	9172	0.32%	SOLE
47	VANGUARD INDEX FDS	SMALL CP ETF	$408K	1558	0.31%	SOLE
48	ABBVIE INC	COM	$403K	1852	0.31%	SOLE
49	MCDONALDS CORP	COM	$402K	1292	0.31%	SOLE
50	VANGUARD INDEX FDS	MCAP VL IDXVIP	$387K	2100	0.30%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.