§ 13F · FUND PROFILE
Evergreen Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $247M (13F)Positions · 240Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS INC COM USD0.01 | 38K | $13M | 5.3% | −8% |
| 2 | QEFA | SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | 109K | $10M | 4.1% | −2% |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 32K | $9M | 3.8% | ±0% |
| 4 | TLH | ISHARES TR 10-20 YR TRS ETF | 85K | $9M | 3.4% | +4% |
| 5 | ROST | ROSS STORES INC | 38K | $8M | 3.3% | −5% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 17K | $8M | 3.3% | ±0% |
| 7 | XSOE | WISDOMTREE TR EM EX ST-OWNED | 169K | $7M | 2.7% | −1% |
| 8 | JPM | JPMORGAN CHASE &CO. COM | 23K | $7M | 2.7% | −3% |
| 9 | NFLX | NETFLIX INC | 70K | $7M | 2.7% | ±0% |
| 10 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | 47K | $7M | 2.7% | +1% |
§ 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 $247 million in assets. The fund runs a broad portfolio of 240 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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