§ 13F · FUND PROFILE
Evergreen Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 79Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$118.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | 170K | $20.7T | 17.4% | NEW |
| 2 | SPIB | SPDR SERIES TRUST | 504K | $17.0T | 14.4% | NEW |
| 3 | SPTI | SPDR SERIES TRUST | 364K | $10.5T | 8.8% | NEW |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 133K | $5.8T | 4.9% | NEW |
| 5 | IWF | ISHARES TR | 9K | $4.4T | 3.7% | NEW |
| 6 | PULS | PGIM ETF TR | 69K | $3.4T | 2.9% | NEW |
| 7 | PAAA | PGIM ETF TR | 66K | $3.4T | 2.8% | NEW |
| 8 | JMST | J P MORGAN EXCHANGE TRADED F | 57K | $2.9T | 2.4% | NEW |
| 9 | SHYM | BLACKROCK ETF TRUST II | 123K | $2.7T | 2.3% | NEW |
| 10 | IHI | ISHARES TR | 43K | $2.7T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERGREEN SIGNAL
AC read
Evergreen Wealth Partners LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed