Investor
Evergreen Wealth Partners LLC
CIK 0002101006 · filed 2026-05-08 · SEC filing
13F book
$130.9M
Positions
84
8 new · 3 sold
Largest name
14.3%
Vanguard Scottsdale Fds
Est. mark
−$4.1M
Price effect on 76 names still held. Flow $16.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 170.9K | $18.7M | 14.3% | −$2.05M | Added−$1.92M |
| Spdr Series Trust | — | 550.3K | $18.5M | 14.1% | −$136.1K | Added$1.41M |
| Spdr Series Trust | — | 387.1K | $11.1M | 8.5% | −$65.5K | Added$599.4K |
| Capital Group Dividend Value | — | 233.1K | $9.92M | 7.6% | −$146.7K | Added$4.1M |
| Vanguard Scottsdale Fds | — | 67.7K | $4.03M | 3.1% | — | New |
| Ishares Tr | — | 9.04K | $3.85M | 2.9% | −$424K | Cut−$533.3K |
| Ishares Tr | — | 5.29K | $3.46M | 2.6% | −$85.4K | Added$1.62M |
| Pimco Etf Tr | — | 75K | $3.39M | 2.6% | −$7.94K | Added$995.5K |
| Blackrock Etf Trust Ii | — | 151.3K | $3.33M | 2.5% | −$24.6K | Added$603K |
| Dimensional Etf Trust | — | 54.1K | $2.85M | 2.2% | $72.6K | Added$1.59M |
| Capital Group Gbl Growth Eqt | — | 74.7K | $2.49M | 1.9% | −$28.9K | Added$1.71M |
| Pgim Etf Tr | — | 43.5K | $2.16M | 1.6% | −$3.89K | Cut−$1.25M |
| Visa Inc. | V | 6.99K | $2.11M | 1.6% | −$338.9K | Cut−$504.5K |
| Pgim Etf Tr | — | 41.1K | $2.1M | 1.6% | −$3.27K | Cut−$1.26M |
| Blackrock Etf Trust | — | 35.6K | $2.07M | 1.6% | −$50.1K | Added$912.2K |
| Costco Whsl Corp New | — | 2.04K | $2.04M | 1.6% | $274.2K | Cut$245.7K |
| Apple Inc. | AAPL | 6.85K | $1.74M | 1.3% | −$123.8K | Cut−$189.1K |
| Microsoft Corp | MSFT | 4.45K | $1.65M | 1.3% | −$497.8K | Added−$476.3K |
| Murphy USA Inc. | MUSA | 3.3K | $1.63M | 1.2% | $298.8K | Held |
| Morgan Stanley Etf Trust | — | 31.3K | $1.59M | 1.2% | −$19.9K | Added$222.5K |
| Capital Group New Geography | — | 49.2K | $1.55M | 1.2% | — | New |
| Ishares Tr | — | 26.9K | $1.44M | 1.1% | −$236.9K | Cut−$1.26M |
| Pimco Etf Tr | — | 53.5K | $1.4M | 1.1% | — | New |
| J P Morgan Exchange Traded F | — | 27.6K | $1.4M | 1.1% | $536 | Cut−$1.08M |
| Invesco Exch Traded Fd Tr Ii | — | 24.7K | $1.36M | 1.0% | −$11.3K | Added$499.6K |
| Ishares Tr | — | 5.32K | $1.16M | 0.9% | $19.3K | Added$141K |
| Ishares Tr | — | 16.8K | $1.12M | 0.9% | $21.3K | Added$893.5K |
| Ishares Tr | — | 7.88K | $1.04M | 0.8% | −$57.1K | Cut−$179.2K |
| Rbb Fund Trust | — | 20.3K | $952.5K | 0.7% | $4.76K | Added$727K |
| Johnson & Johnson | JNJ | 3.78K | $924.6K | 0.7% | $141.7K | Cut$117.9K |
| Tesla, Inc. | TSLA | 2.23K | $827.5K | 0.6% | −$171.4K | Added−$161K |
| Vanguard Index Fds | — | 1.29K | $770.9K | 0.6% | −$37.6K | Added−$32.3K |
| Invesco Exchange Traded Fd T | — | 7.28K | $752.9K | 0.6% | $6.06K | Added$99.1K |
| Berkshire Hathaway Inc Del | — | 1.44K | $688.1K | 0.5% | −$33.7K | Cut−$68.9K |
| J P Morgan Exchange Traded F | — | 7.65K | $646.7K | 0.5% | −$60K | Added−$26.1K |
| Blackrock Etf Trust Ii | — | 26.6K | $635.5K | 0.5% | −$3.38K | Added$12.7K |
| Invesco Qqq Tr | — | 1.08K | $622.8K | 0.5% | −$39.8K | Cut−$56.4K |
| Capital Grp Fixed Incm Etf T | — | 23.6K | $619.1K | 0.5% | — | New |
| Pimco Etf Tr | — | 10.9K | $550.8K | 0.4% | $224 | Added$4.01K |
| Ishares Tr | — | 10.5K | $531.9K | 0.4% | $1.77K | Added$1.82K |
| Ishares Tr | — | 4.28K | $518.5K | 0.4% | −$24K | Added$115.4K |
| Pgim Etf Tr | — | 12K | $506K | 0.4% | −$4.95K | Added$1.57K |
| Franklin Templeton Etf Tr | — | 19.8K | $491K | 0.4% | −$1.17K | Added$128.1K |
| Alphabet Inc | — | 1.5K | $430.4K | 0.3% | −$40.4K | Cut−$125.8K |
| Pepsico Inc | PEP | 2.76K | $429.1K | 0.3% | $32.5K | Cut−$1.38K |
| Ishares Tr | — | 9.17K | $424K | 0.3% | $7.11K | Added$9.93K |
| Vanguard Index Fds | — | 1.56K | $408.1K | 0.3% | $6.17K | Added$7.48K |
| AbbVie Inc. | ABBV | 1.85K | $402.8K | 0.3% | −$20.3K | Added−$19.6K |
| Mcdonalds Corp | MCD | 1.29K | $401.6K | 0.3% | $6.84K | Cut−$22.5K |
| Vanguard Index Fds | — | 2.1K | $387K | 0.3% | $14K | Added$27.6K |
| Murphy Oil Corp | MUR | 9.26K | $382K | 0.3% | $92.6K | Held |
| Home Depot, Inc. | HD | 1.13K | $371.5K | 0.3% | −$17.4K | Added−$16K |
| Pimco Etf Tr | — | 3.37K | $339.2K | 0.3% | $737 | Added$4.26K |
| NIKE, Inc. | NKE | 6.03K | $318.4K | 0.2% | −$65.7K | Cut−$106.6K |
| Ishares Tr | — | 13.1K | $318.1K | 0.2% | −$533 | Cut−$1.63K |
| Abbott Labs | ABT | 3.08K | $316.8K | 0.2% | −$69.6K | Added−$68.8K |
| Ishares Tr | — | 13K | $315.3K | 0.2% | $134 | Cut−$1.05K |
| Nvidia Corp | NVDA | 1.8K | $313.6K | 0.2% | −$18.6K | Added$26.9K |
| Exxon Mobil Corp | — | 1.78K | $301.6K | 0.2% | $87.7K | Cut$68K |
| Vanguard World Fd | — | 2.68K | $301K | 0.2% | −$22.7K | Added−$15.1K |
| Vaneck Etf Trust | — | 718 | $275.2K | 0.2% | $16.6K | Cut$4.4K |
| Alphabet Inc | — | 930 | $267.4K | 0.2% | −$20.7K | Added$14.6K |
| Disney Walt Co | — | 2.77K | $267.1K | 0.2% | −$48.2K | Cut−$98K |
| Nextera Energy Inc | — | 2.81K | $260.7K | 0.2% | $35.4K | Cut$33K |
| Starbucks Corp | SBUX | 2.85K | $255.8K | 0.2% | $15.3K | Cut−$14.4K |
| Dutch Bros Inc. | BROS | 5.04K | $255.2K | 0.2% | −$49.7K | Added−$32.8K |
| Ishares Tr | — | 11K | $254.8K | 0.2% | −$1.6K | Cut−$2.96K |
| Vanguard Admiral Fds Inc | — | 622 | $253.7K | 0.2% | −$22.9K | Cut−$66.4K |
| Ishares Tr | — | 9.99K | $253K | 0.2% | −$1.24K | Cut−$2.72K |
| Realty Income Corp | O | 4.04K | $247.4K | 0.2% | $19.5K | Cut$14.5K |
| Amazon Com Inc | AMZN | 1.17K | $244.3K | 0.2% | −$24.3K | Added−$4.54K |
| Oracle Corp | — | 1.65K | $242.5K | 0.2% | −$74K | Added−$58.7K |
| Spdr S&P 500 Etf Tr | — | 361 | $235.1K | 0.2% | −$10.9K | Held |
| Mastercard Inc | MA | 457 | $228.5K | 0.2% | −$32.6K | Cut−$62.9K |
| Shell Plc | — | 2.42K | $224.7K | 0.2% | — | New |
| Netflix Inc | NFLX | 2.32K | $222.9K | 0.2% | $5.43K | Added$11K |
| Proshares Tr | — | 2.09K | $222K | 0.2% | $4.06K | Held |
| Atmos Energy Corp | ATO | 1.19K | $219.7K | 0.2% | — | New |
| Pfizer Inc | PFE | 7.8K | $218.9K | 0.2% | — | New |
| Stryker Corp | SYK | 654 | $214.9K | 0.2% | −$14.9K | Cut−$48.3K |
| Pimco Etf Tr | — | 4.07K | $212.3K | 0.2% | −$887 | Added$835 |
| Eli Lilly & Co | LLY | 225 | $206.6K | 0.2% | −$34K | Added−$28.5K |
| Ishares Tr | — | 1.06K | $204.2K | 0.2% | −$7.37K | Added−$6.79K |
| Cornerstone Strategic Invest | — | 11.5K | $83.9K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.