Evergreen Private Wealth LLC - Portfolio overview

Evergreen Private Wealth LLC has 238 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AMAT - APPLIED MATERIALS INC COM USD0.01, 5.13%
2. QEFA - SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF, 3.98%
3. GOOGL - ALPHABET INC CAP STK CL A, 3.64%

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

Explore securities or join Upside Invest to compare portfolios.