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

AI Analysis · Q1 2026 · Q1 2026

Evergreen Wealth Partners 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

VANGUARD SCOTTSDALE FDS

$19M171K14.3%

SPDR SERIES TRUST

$18M550K14.1%

SPDR SERIES TRUST

$11M387K8.5%

CAPITAL GROUP DIVIDEND VALUE

$10M233K7.6%

VANGUARD SCOTTSDALE FDS

$4M68K3.1%

ISHARES TR

$4M9K2.9%

ISHARES TR

$3M5K2.6%

PIMCO ETF TR

$3M75K2.6%

BLACKROCK ETF TRUST II

$3M151K2.5%

DIMENSIONAL ETF TRUST

$3M54K2.2%

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