§ 13F · FUND PROFILE
Evergreen Private Wealth LLC.
AUM · $270M (13F)Positions · 89Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS INC COM USD0.01 | 35K | $26M | 9.5% | −9% |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 31K | $11M | 4.2% | −4% |
| 3 | QEFA | SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | 110K | $11M | 3.9% | +1% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 17K | $9M | 3.2% | +1% |
| 5 | TLH | ISHARES TR 10-20 YR TRS ETF | 84K | $8M | 3.1% | −1% |
| 6 | ROST | ROSS STORES INC | 38K | $8M | 3.0% | −1% |
| 7 | XSOE | WISDOMTREE TR EM EX ST-OWNED | 165K | $8M | 3.0% | −2% |
| 8 | JPM | JPMORGAN CHASE &CO. COM | 23K | $8M | 2.8% | +2% |
| 9 | ANET | ARISTA NETWORKS INC COM SHS | 44K | $8M | 2.8% | −3% |
| 10 | AMZN | AMAZON.COM INC | 30K | $7M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERGREEN SIGNAL
AC read
Evergreen Private Wealth LLC is a Other fund managing $270 million in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →