Evergreen Wealth Partners LLC

CIK

2101006

Location

KALISPELL, MT

Portfolio Value

Micro $19,358,927

Diversification

Diversified

Filing Date

Global Rank

#7,391 / 8,232 ▲ 213

Top Industry

Credit Services 12.7%

3Y Alpha vs SPY

-14.5%

Period ended 2 months ago

Filed May 8, 2026 · 37d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+5.0%

SPY

+9.1%

Annualised alpha

-14.3%

Max drawdown

−4.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.9%

−2.3 pts

Top 5

47.3%

−2.3 pts

Top 10

65.4%

−2.8 pts

HHI

574

Diversified−65

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	22.2%	$4,306,037	8
Technology	20.3%	$3,939,513	4
Financial Services	16.1%	$3,112,775	4
Consumer Defensive	12.7%	$2,464,772	2
Healthcare	11.8%	$2,284,999	6
Energy	4.7%	$908,148	3
Unclassified	4.4%	$857,549	2
Communication Services	3.9%	$757,470	3
Utilities	2.5%	$480,253	2
Real Estate	1.3%	$247,411	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
BROS	Dutch Bros Inc.	+334	5,038	$255,225
NVDA	Nvidia Corp	+261	1,798	$313,571
GOOGL	Alphabet Inc.	+123	930	$267,430
ORCL	Oracle Corp	+104	1,649	$242,584
AMZN	Amazon Com Inc	+95	1,173	$244,300
MSFT	Microsoft Corp	+58	4,445	$1,645,405
NFLX	Netflix Inc	+58	2,318	$222,875
TSLA	Tesla, Inc.	+28	2,226	$827,515
ABT	Abbott Laboratories	+8	3,085	$316,736
LLY	ELI LILLY & Co	+6	225	$206,948
HD	Home Depot, Inc.	+4	1,130	$371,645
ABBV	AbbVie Inc.	+3	1,852	$402,791
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	−642	6,029	$318,451
V	Visa Inc.	−472	6,989	$2,112,355
DIS	Walt Disney Co	−438	2,772	$267,165
SBUX	Starbucks Corp	−353	2,855	$255,779
AAPL	Apple Inc.	−240	6,848	$1,737,953
PEP	Pepsico Inc	−236	2,763	$429,066
XOM	Exxon Mobil Corp	−164	1,777	$301,485
JNJ	Johnson & Johnson	−115	3,783	$924,716
MCD	Mcdonalds Corp	−96	1,292	$401,540
SYK	Stryker Corp	−95	654	$214,897
O	Realty Income Corp	−89	4,044	$247,411
BRK-B	Berkshire Hathaway Inc	−70	1,436	$688,131
MA	Mastercard Inc	−53	457	$228,344
COST	Costco Wholesale Corp /New	−33	2,043	$2,035,706
NEE	Nextera Energy Inc	−29	2,806	$260,621
QQQ	Invesco Qqq Trust, Series 1	−27	1,079	$622,777
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SHEL	Shell plc	2,416	$224,688
ATO	Atmos Energy Corp	1,189	$219,632
PFE	Pfizer Inc	7,796	$218,911
CLM	Cornerstone Strategic Investment Fund, Inc.	11,531	$83,945
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

35 positions · $19,358,927 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
V	Visa Inc. Financial Services	Reduced	6,989	-472	$2,112,355	−19.3%	10.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,043	-33	$2,035,706	+13.7%	10.52%
AAPL	Apple Inc. Technology	Reduced	6,848	-240	$1,737,953	−9.8%	8.98%
MSFT	Microsoft Corp Technology	Added	4,445	+58	$1,645,405	−22.4%	8.50%
MUSA	Murphy USA Inc. Consumer Cyclical	Held	3,303	0	$1,631,582	+22.4%	8.43%
JNJ	Johnson & Johnson Healthcare	Reduced	3,783	-115	$924,716	+14.6%	4.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,226	+28	$827,515	−16.3%	4.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,436	-70	$688,131	−9.1%	3.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,079	-27	$622,777	−8.3%	3.22%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,763	-236	$429,066	−0.3%	2.22%
ABBV	AbbVie Inc. Healthcare	Added	1,852	+3	$402,791	−4.7%	2.08%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,292	-96	$401,540	−5.3%	2.07%
MUR	Murphy Oil Corp Energy	Held	9,260	0	$381,975	+32.0%	1.97%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,130	+4	$371,645	−4.1%	1.92%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	6,029	-642	$318,451	−25.1%	1.64%
ABT	Abbott Laboratories Healthcare	Added	3,085	+8	$316,736	−17.8%	1.64%
NVDA	Nvidia Corp Technology	Added	1,798	+261	$313,571	+9.4%	1.62%
XOM	Exxon Mobil Corp Energy	Reduced	1,777	-164	$301,485	+29.1%	1.56%
GOOGL	Alphabet Inc. Communication Services	Added	930	+123	$267,430	+5.9%	1.38%
DIS	Walt Disney Co Communication Services	Reduced	2,772	-438	$267,165	−26.8%	1.38%
NEE	Nextera Energy Inc Utilities	Reduced	2,806	-29	$260,621	+14.5%	1.35%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,855	-353	$255,779	−5.3%	1.32%
BROS	Dutch Bros Inc. Consumer Cyclical	Added	5,038	+334	$255,225	−11.4%	1.32%
O	Realty Income Corp Real Estate	Reduced	4,044	-89	$247,411	+6.2%	1.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,173	+95	$244,300	−1.8%	1.26%
ORCL	Oracle Corp Technology	Added	1,649	+104	$242,584	−19.4%	1.25%
SPY	Spdr S&P 500 ETF Trust	Held	361	0	$234,772	−4.6%	1.21%
MA	Mastercard Inc Financial Services	Reduced	457	-53	$228,344	−21.6%	1.18%
SHEL	Shell plc Energy	NEW	2,416	NEW	$224,688	NEW	1.16%
NFLX	Netflix Inc Communication Services	Added	2,318	+58	$222,875	+5.2%	1.15%
ATO	Atmos Energy Corp Utilities	NEW	1,189	NEW	$219,632	NEW	1.13%
PFE	Pfizer Inc Healthcare	NEW	7,796	NEW	$218,911	NEW	1.13%
SYK	Stryker Corp Healthcare	Reduced	654	-95	$214,897	−18.4%	1.11%
LLY	ELI LILLY & Co Healthcare	Added	225	+6	$206,948	−12.1%	1.07%
CLM	Cornerstone Strategic Investment Fund, Inc. Financial Services	NEW	11,531	NEW	$83,945	NEW	0.43%