Evergreen Wealth Partners LLC - Portfolio overview

Evergreen Wealth Partners LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. VONG - VANGUARD SCOTTSDALE FDS, 14.32%
2. SPIB - SPDR SERIES TRUST, 14.10%
3. SPTI - SPDR SERIES TRUST, 8.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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