§ 13F · FUND PROFILE
Evergreen Wealth Partners LLC.
AUM · $167M (13F)Positions · 89Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 176K | $22M | 13.5% | +3% |
| 2 | SPIB | SPDR SERIES TRUST | 560K | $19M | 11.2% | +2% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 290K | $14M | 8.6% | +24% |
| 4 | SPTI | SPDR SERIES TRUST | 401K | $11M | 6.8% | +4% |
| 5 | JPEF | J P MORGAN EXCHANGE TRADED F | 81K | $7M | 3.9% | NEW |
| 6 | IVV | ISHARES TR | 7K | $5M | 3.2% | +33% |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | 97K | $5M | 3.1% | NEW |
| 8 | IWF | ISHARES TR | 36K | $4M | 2.6% | +294% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 74K | $4M | 2.4% | +36% |
| 10 | SHYM | BLACKROCK ETF TRUST II | 163K | $4M | 2.2% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERGREEN SIGNAL
AC read
Evergreen Wealth Partners LLC is a Other fund managing $167 million in assets. The fund runs a portfolio of 89 positions.
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