Evergreen Wealth Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Evergreen Wealth Partners LLC reported 79 stock positions worth $118.7 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 17.4% of the portfolio, followed by SS SPDR P Int C Corp. ETF (SPIB, 14.4%) and SS SPDR P Int Term TSY ETF (SPTI, 8.8%).
- Most Recent 13F
- Q2 2026
- Location
- KALISPELL, MT
- CIK
- 0002101006
- Portfolio Value
- $118.7M (Q4 2025)
- SEC Filing
- 0001951757-26-000369 ↗ filed Feb 5, 2026
Holdings Value
Holdings 79 stocks · $118.7M
| VONG Vanguard Russell 1000 Growth | 17.41% | 169,760 | $20.7M | — |
| SPIB SS SPDR P Int C Corp. ETF | 14.36% | 504,115 | $17.0M | — |
| SPTI SS SPDR P Int Term TSY ETF | 8.84% | 363,904 | $10.5M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.90% | 133,386 | $5.8M | — |
| IWF iShares Russell 1000 Growth | 3.70% | 9,269 | $4.4M | — |
| PULS Pgim Ultra Short Bond ETF | 2.87% | 68,751 | $3.4M | — |
| PAAA Pgim Aaa Clo ETF | 2.83% | 65,645 | $3.4M | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 2.43% | 56,579 | $2.9M | — |
| SHYM iShares Short Duration High | 2.30% | 122,837 | $2.7M | — |
| IHI iShares U.S. Medical Devices | 2.27% | 43,303 | $2.7M | — |
| V Visa Inc. Class A | 2.20% | 7,461 | $2.6M | — |
| JPST JPMorgan Ultra-Short Income | 2.09% | 48,923 | $2.5M | — |
| MINO PIMCO Municipal Income Oppor | 2.01% | 52,773 | $2.4M | — |
| MSFT Microsoft Corp. | 1.79% | 4,387 | $2.1M | — |
| AAPL Apple Inc. | 1.62% | 7,088 | $1.9M | — |
| IVV iShares Core S&P 500 ETF | 1.54% | 2,674 | $1.8M | — |
| COST Costco Wholesale Corp. | 1.51% | 2,076 | $1.8M | — |
| EVTR Eaton Vance Total Return | 1.15% | 26,478 | $1.4M | — |
| MUSA Murphy USA Inc. | 1.12% | 3,303 | $1.3M | — |
| DFIV Dimensional International Va | 1.06% | 25,225 | $1.3M | — |
| SUSA iShares ESG Optimized MSCI U | 1.03% | 8,755 | $1.2M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.98% | 19,033 | $1.2M | — |
| ITA iShares U.S. Aerospace & Def | 0.86% | 4,760 | $1.0M | — |
| TSLA Tesla Inc. | 0.83% | 2,198 | $988K | — |
| IDMO Invesco S&P International DE | 0.72% | 15,430 | $857K | — |
| JNJ Johnson & Johnson | 0.68% | 3,898 | $807K | — |
| VOO Vanguard S&P 500 ETF | 0.68% | 1,281 | $803K | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.66% | 22,584 | $783K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 1,506 | $757K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 1,106 | $679K | — |
| JGRO JPMorgan Active Growth ETF | 0.57% | 7,251 | $673K | — |
| XMHQ Invesco S&P Midcap Qual ETF | 0.55% | 6,384 | $654K | — |
| INMU iShares Intermediate Muni Inc. | 0.52% | 25,908 | $623K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 1,746 | $586K | — |
| GOOG Alphabet Inc. Class C | 0.47% | 1,772 | $556K | — |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.46% | 10,843 | $547K | — |
| TFLO iShares Treasury Floating Ra | 0.45% | 10,504 | $530K | — |
| PAB Pgim Act Aggrg Bond ETF | 0.42% | 11,800 | $504K | — |
| PEP Pepsico Inc. | 0.36% | 2,999 | $430K | — |
| NKE Nike Inc. Class B | 0.36% | 6,671 | $425K | — |
| MCD McDonald's Corp. | 0.36% | 1,388 | $424K | — |
| ABBV Abbvie Inc. | 0.36% | 1,849 | $422K | — |
| IQLT iShares MSCI International Q | 0.35% | 9,111 | $414K | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.34% | 3,129 | $403K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 1,553 | $401K | — |
| HD Home Depot Inc. | 0.33% | 1,126 | $388K | — |
| ABT Abbott Laboratories | 0.32% | 3,077 | $386K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 3,210 | $365K | — |
| FLMI Franklin Dynamic Municipal B | 0.31% | 14,591 | $363K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 2,026 | $359K | — |
| MINT PIMCO Enhanced Short Maturit | 0.28% | 3,338 | $335K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.27% | 720 | $320K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.27% | 13,168 | $320K | — |
| IBDR iShares Ibonds Dec 2026 Term | 0.27% | 13,056 | $316K | — |
| ESGV Vanguard ESG US Stock ETF | 0.27% | 2,613 | $316K | — |
| ORCL Oracle Corp. | 0.25% | 1,545 | $301K | — |
| MA Mastercard Inc. Class A | 0.25% | 510 | $291K | — |
| MUR Murphy Oil Corp. | 0.24% | 9,260 | $289K | — |
| BROS Dutch Bros Inc. Class A | 0.24% | 4,704 | $288K | — |
| NVDA Nvidia Corp. | 0.24% | 1,537 | $287K | — |
| SMH Vaneck Semiconductor ETF | 0.23% | 752 | $271K | — |
| SBUX Starbucks Corp. | 0.23% | 3,208 | $270K | — |
| SYK Stryker Corp. | 0.22% | 749 | $263K | — |
| IBDU iShares Ibonds Dec 2029 Term | 0.22% | 11,012 | $258K | — |
| IBDT iShares Ibonds Dec 2028 ETF | 0.22% | 10,047 | $256K | — |
| GOOGL Alphabet Inc. Class A | 0.21% | 807 | $253K | — |
| AMZN Amazon.com Inc. | 0.21% | 1,078 | $249K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 361 | $246K | — |
| LLY Eli Lilly & Co. | 0.20% | 219 | $235K | — |
| XOM Exxon Mobil Corp. | 0.20% | 1,941 | $234K | — |
| O Realty Income Corp. | 0.20% | 4,133 | $233K | — |
| IGF iShares Global Infrastructur | 0.20% | 3,772 | $231K | — |
| NEE Nextera Energy Inc. | 0.19% | 2,835 | $228K | — |
| FEGE First Eagle GL Equity ETF | 0.19% | 4,900 | $226K | — |
| NOBL Proshares S&P 500 Dividend A | 0.18% | 2,094 | $218K | — |
| NFLX Netflix Inc. | 0.18% | 2,260 | $212K | — |
| MUNI PIMCO Intermediate Municipal | 0.18% | 4,035 | $211K | — |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 1,062 | $211K | — |
| EVSM Eaton Vance SHRT Dur Muni | 0.17% | 4,040 | $203K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.