What does Evergreen Private Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Evergreen Private Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLIED MATERIALS INC COM USD0.01

$13M38K5.3%

SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF

$10M109K4.1%

ALPHABET INC CAP STK CL A

$9M32K3.8%

ISHARES TR 10-20 YR TRS ETF

$9M85K3.4%

ROSS STORES INC

$8M38K3.3%

BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B

$8M17K3.3%

WISDOMTREE TR EM EX ST-OWNED

$7M169K2.7%

JPMORGAN CHASE &CO. COM

$7M23K2.7%

NETFLIX INC

$7M70K2.7%

CHECK POINT SOFTWARE TECHNOLOGIES LTD

$7M47K2.7%

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