§ 13F · FUND PROFILE
Evergreen Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238.7T (13F)Positions · 289Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS INC COM USD0.01 | 42K | $10.7T | 4.2% | −10% |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 33K | $10.2T | 4.0% | −28% |
| 3 | QEFA | SPDR INDEX SHS FDS MSCI EAFE STRTGC | 111K | $10.1T | 4.0% | +8% |
| 4 | ADBE | ADOBE INC COM | 25K | $8.7T | 3.4% | +32% |
| 5 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | 46K | $8.6T | 3.4% | +15% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 17K | $8.5T | 3.3% | +6% |
| 7 | TLH | ISHARES TR 10-20 YR TRS ETF | 82K | $8.3T | 3.3% | +6% |
| 8 | MSFT | MICROSOFT CORP | 16K | $7.8T | 3.1% | ±0% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 13K | $7.7T | 3.0% | +3% |
| 10 | JPM | JPMORGAN CHASE &CO. COM | 24K | $7.6T | 3.0% | −13% |
§ 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 $238676.3 trillion in assets. The fund runs a broad portfolio of 289 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed