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Evergreen Private Wealth LLC 13F holdings

Filed 2026-07-23 · Evergreen Private Wealth LLC · 89 positions · $270.4M

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TickerCompanySharesValue% of portfolio
AMATAPPLIED MATERIALS INC COM USD0.0135.0K$25.7M9.5%
GOOGLALPHABET INC CAP STK CL A31.1K$11.3M4.2%
QEFASPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF109.8K$10.7M3.9%
BRK-BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B17.2K$8.6M3.2%
TLHISHARES TR 10-20 YR TRS ETF84.2K$8.5M3.1%
ROSTROSS STORES INC37.6K$8.1M3.0%
XSOEWISDOMTREE TR EM EX ST-OWNED164.8K$8.1M3.0%
JPMJPMORGAN CHASE &CO. COM23.3K$7.6M2.8%
ANETARISTA NETWORKS INC COM SHS44.2K$7.6M2.8%
AMZNAMAZON.COM INC30.1K$7.2M2.7%
AAPLAPPLE INC24.4K$7.1M2.6%
TMOTHERMO FISHER SCIENTIFIC INC13.8K$6.9M2.6%
FSMDFIDELITY SML MID MLTFCT126.9K$6.7M2.5%
FTNTFORTINET INC COM USD0.00143.6K$6.7M2.5%
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD50.5K$6.6M2.5%
MSFTMICROSOFT CORP16.9K$6.3M2.3%
HBANHUNTINGTON BANCSHARES INC COM USD0.01354.3K$6.3M2.3%
WMWASTE MANAGEMENT INC26.3K$5.9M2.2%
BNDXVANGUARD CHARLOTTE FDS TOTAL INTL BD ETF113.6K$5.5M2.0%
RVNUDBX ETF TR XTRACK MUN INFRA210.5K$5.3M2.0%
NFLXNETFLIX INC72.2K$5.2M1.9%
VRSKVERISK ANALYTICS INC COM27.9K$5.0M1.9%
ADBEADOBE INC COM24.2K$5.0M1.8%
ULTAULTA BEAUTY INC COM11.0K$5.0M1.8%
TGTTARGET CORP35.3K$4.6M1.7%
PHPARKER-HANNIFIN CORP COM4.5K$4.4M1.6%
HCAHCA HEALTHCARE INC COM11.0K$4.3M1.6%
PLDPROLOGIS INC. COM30.5K$4.1M1.5%
EOGEOG RESOURCES INC30.0K$3.9M1.4%
MMITNEW YORK LIFE INVTS ACTIVE ETF MACKAY MUN INTER157.6K$3.8M1.4%
IBDSISHARES TR IBONDS 27 ETF156.8K$3.8M1.4%
IBDTISHARES TR IBDS DEC28 ETF149.9K$3.8M1.4%
IBDRISHARES TR IBONDS DEC 2026 TERM CORP ETF156.0K$3.8M1.4%
EUFNISHARES TRUST MSCI EUROPE FINANCIALS ISIN #US4642891802 SEDOL #B63390096.0K$3.7M1.4%
IBDXISHARES TR IBONDS DEC 2032145.5K$3.7M1.4%
ZTSZOETIS INC51.0K$3.7M1.4%
IBDYISHARES TRUST IBONDS DEC 2033 TERM CORPORATE ETF USD142.1K$3.7M1.4%
TAT&T INC COM USD1151.2K$3.1M1.2%
IEFISHARES TR 7-10 YR TRSY BD30.7K$2.9M1.1%
ISRGINTUIT INC9.9K$2.6M1.0%
DINOHF SINCLAIR CORP COM33.7K$2.3M0.9%
KMIKINDER MORGAN INC COM USD0.0167.6K$2.2M0.8%
EMLCVANECK ETF TRUST JP MRGAN EM LOC71.2K$1.8M0.7%
IBMOISHARES TR IBONDS DEC 2652.1K$1.3M0.5%
IBMPISHARES TRUST IBONDS DEC 2027 TERM MUNI BOND ETF52.0K$1.3M0.5%
IBMQISHARES TR IBONDS DEC 2851.6K$1.3M0.5%
IGVISHARES TR EXPANDED TECH13.0K$1.2M0.4%
FMDEFIDELITY ENHANCED MID CAP ETF27.9K$1.1M0.4%
FENIFIDELITY ENHANCED INTERNATIONAL ETF25.8K$1.0M0.4%
IVWISHARES S&P 500 GROWTH ETF6.7K$927,2960.3%
IVEISHARES S&P 500 VALUE ETF3.1K$697,0740.3%
SUSCISHARES TR ESG AWRE USD ETF25.1K$580,9840.2%
AMDADVANCED MICRO DEVICES INC917$532,6940.2%
SUSBISHARES TR ESG AWRE 1 5 YR20.2K$504,1980.2%
PANWPALO ALTO NETWORKS INC COM USD0.00011.4K$492,0920.2%
IJTISHARES TR S&P SMALL CAP 600 GROWTH ETF2.1K$368,3430.1%
GLWCORNING INC1.4K$367,3690.1%
NVDANVIDIA CORPORATION COM1.8K$354,2230.1%
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF5.6K$332,2350.1%
AMGNAMGEN INC785$284,1610.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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