13F Insight
DOSSIER · 13F-HR · Q2 2026

Evergreen Private Wealth LLC

$270M in tracked AUM across 89 positions as of Q2 2026.

EP
CIK 0002010098 · last filed Jun 30, 2026
Total AUM
$270M
as of Q2 2026
Holdings
89
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Evergreen Private Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATERIALS INC COM USD0.01
$26M35K9.5%02
GOOGL
ALPHABET INC CAP STK CL A
$11M31K4.2%03
QEFA
SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF
$11M110K3.9%04
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
$9M17K3.2%05
TLH
ISHARES TR 10-20 YR TRS ETF
$8M84K3.1%06
ROST
ROSS STORES INC
$8M38K3.0%07
XSOE
WISDOMTREE TR EM EX ST-OWNED
$8M165K3.0%08
JPM
JPMORGAN CHASE &CO. COM
$8M23K2.8%09
ANET
ARISTA NETWORKS INC COM SHS
$8M44K2.8%10
AMZN
AMAZON.COM INC
$7M30K2.7%

Filing history

2026Q2Jun 30
$270M▲ 9.3%
89 positionsView →2026Q1Mar 31
$247M▼ 2.5%
87 positionsView →2025Q4Dec 31
$254M▲ 104.9%
91 positionsView →2025Q3Sep 30
$124M▼ 48.1%
111 positionsView →2025Q2Jun 30
$239M▲ 11.6%
289 positionsLocked2025Q1Mar 31
$214M▲ 0.2%
189 positionsLocked2024Q4Dec 31
$213M▼ 1.1%
198 positionsLocked2024Q3Sep 30
$216M▲ 6.3%
212 positionsLocked2024Q2Jun 30
$203M▲ 1.7%
212 positionsLocked2024Q1Mar 31
$200M▲ 7.6%
210 positionsLocked2023Q4Dec 31
$185M—
225 positionsLocked