DOSSIER · 13F-HR · Q2 2026

Evergreen Wealth Partners LLC

$167M in tracked AUM across 89 positions as of Q2 2026.

EW
CIK 0002101006 · last filed Jun 30, 2026
Total AUM
$167M
as of Q2 2026
Holdings
89
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Evergreen Wealth Partners 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
VONG
VANGUARD SCOTTSDALE FDS
$22M176K13.5%
02
SPIB
SPDR SERIES TRUST
$19M560K11.2%
03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$14M290K8.6%
04
SPTI
SPDR SERIES TRUST
$11M401K6.8%
05
JPEF
J P MORGAN EXCHANGE TRADED F
$7M81K3.9%
06
IVV
ISHARES TR
$5M7K3.2%
07
JBND
J P MORGAN EXCHANGE TRADED F
$5M97K3.1%
08
IWF
ISHARES TR
$4M36K2.6%
09
DFIV
DIMENSIONAL ETF TRUST
$4M74K2.4%
10
SHYM
BLACKROCK ETF TRUST II
$4M163K2.2%

Filing history

2026Q2Jun 30
$167M 27.3%
89 positionsView →
2026Q1Mar 31
$131M 10.3%
84 positionsView →
2025Q4Dec 31
$119M
79 positionsView →