DOSSIER · 13F-HR · Q1 2026

Evergreen Wealth Partners LLC

$131M in tracked AUM across 84 positions as of Q1 2026.

EW
CIK 0002101006 · last filed Mar 31, 2026
Total AUM
$131M
as of Q1 2026
Holdings
84
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VONG
VANGUARD SCOTTSDALE FDS
$19M171K14.3%
02
SPIB
SPDR SERIES TRUST
$18M550K14.1%
03
SPTI
SPDR SERIES TRUST
$11M387K8.5%
04
CGDV
CAPITAL GROUP DIVIDEND VALUE
$10M233K7.6%
05
VGIT
VANGUARD SCOTTSDALE FDS
$4M68K3.1%
06
IWF
ISHARES TR
$4M9K2.9%
07
IVV
ISHARES TR
$3M5K2.6%
08
MINO
PIMCO ETF TR
$3M75K2.6%
09
SHYM
BLACKROCK ETF TRUST II
$3M151K2.5%
10
DFIV
DIMENSIONAL ETF TRUST
$3M54K2.2%

Filing history

2026Q1Mar 31
$131M 10.3%
84 positionsView →
2025Q4Dec 31
$119M
79 positionsView →