Evergreen Wealth Partners LLC

CIK

2101006

Location

KALISPELL, MT

Portfolio Value

Micro $45,754,105

Diversification

Diversified

Filing Date

Global Rank

#7,059 / 8,517 ▲ 661

Top Industry

Discount Stores 14.1%

3Y Alpha vs SPY

-7.6%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+10.2%

SPY

+13.9%

Annualised alpha

-8.2%

Max drawdown

−6.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.2%

+2.7 pts

Top 5

56.2%

+3.6 pts

Top 10

72.4%

+0.9 pts

HHI

1,219

Diversified+149

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	51.9%	$23,758,895	10
Technology	10.8%	$4,954,979	6
Consumer Cyclical	10.1%	$4,628,805	8
Financial Services	7.7%	$3,524,779	4
Consumer Defensive	7.6%	$3,479,242	2
Healthcare	4.3%	$1,966,952	4
Communication Services	3.4%	$1,558,212	3
Energy	2.1%	$969,261	3
Utilities	1.0%	$453,633	2
Real Estate	0.5%	$233,589	1
Industrials	0.5%	$225,758	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
CGDV	Capital Group Dividend Value ETF	+56,622	289,750	$14,278,880
CGNG	Capital Group New Geography Equity ETF	+38,333	87,573	$3,280,484
CGCB	Capital Group Core Bond ETF	+5,580	29,154	$763,251
NFLX	Netflix Inc	+2,847	5,165	$368,781
COST	Costco Wholesale Corp /New	+1,284	3,327	$3,112,308
XOM	ExxonMobil Holdings Corp	+926	2,703	$369,554
BRK-B	Berkshire Hathaway Inc	+349	1,785	$893,196
GOOGL	Alphabet Inc.	+246	2,676	$949,191
AAPL	Apple Inc.	+245	7,093	$2,052,430
AMZN	Amazon Com Inc	+161	1,334	$317,945
MSFT	Microsoft Corp	+90	4,535	$1,691,645
NVDA	Nvidia Corp	+73	1,871	$374,368
BROS	Dutch Bros Inc.	+20	5,058	$363,214
NEE	Nextera Energy Inc	+15	2,821	$247,599
ABBV	AbbVie Inc.	+14	1,866	$469,560
JNJ	Johnson & Johnson	+12	3,795	$963,816
ATO	Atmos Energy Corp	+7	1,196	$206,034
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
CGGO	Capital Group Global Growth Equity ETF	−10,762	63,976	$2,708,104
NKE	NIKE, Inc.	−283	5,746	$235,873
DIS	Walt Disney Co	−276	2,496	$240,240
O	Realty Income Corp	−274	3,770	$233,589
V	Visa Inc.	−239	6,750	$2,315,857
SBUX	Starbucks Corp	−234	2,621	$267,839
PEP	Pepsico Inc	−53	2,710	$366,934
TSLA	Tesla, Inc.	−39	2,187	$919,852
QQQ	Invesco Qqq Trust, Series 1	−29	1,050	$773,220
ORCL	Oracle Corp	−14	1,635	$239,609
LLY	ELI LILLY & Co	−13	212	$254,279
MA	Mastercard Inc	−12	445	$228,552
MCD	Mcdonalds Corp	−8	1,284	$347,078
ABT	Abbott Laboratories	−7	3,078	$279,297
HD	Home Depot, Inc.	−4	1,126	$397,117
VB	Vanguard Morningstar Small-Cap ETF	−2	1,556	$471,654
SPY	Spdr S&P 500 ETF Trust	−1	360	$268,837
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CGUS	Capital Group Core Equity ETF	15,038	$668,890
AMAT	Applied Materials Inc /De	542	$391,866
BAI	iShares A.I. Innovation and Tech Active ETF	6,528	$344,156
CVX	Chevron Corp	1,799	$298,202
CAT	Caterpillar Inc	212	$225,758
AMD	Advanced Micro Devices Inc	353	$205,061
CGXU	Capital Group International Focus Equity ETF	5,818	$201,419
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SHEL	Shell plc	2,416	$224,688
PFE	Pfizer Inc	7,796	$218,911
SYK	Stryker Corp	654	$214,897
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $45,754,105 total · filing declares 89 positions · $166,650,339 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CGDV	Capital Group Dividend Value ETF	Added	289,750	+56,622	$14,278,880	+44.0%	31.21%
CGNG	Capital Group New Geography Equity ETF	Added	87,573	+38,333	$3,280,484	+111.0%	7.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,327	+1,284	$3,112,308	+52.9%	6.80%
CGGO	Capital Group Global Growth Equity ETF	Reduced	63,976	-10,762	$2,708,104	+8.6%	5.92%
V	Visa Inc. Financial Services	Reduced	6,750	-239	$2,315,857	+9.6%	5.06%
AAPL	Apple Inc. Technology	Added	7,093	+245	$2,052,430	+18.1%	4.49%
MUSA	Murphy USA Inc. Consumer Cyclical	Held	3,303	0	$1,779,887	+9.1%	3.89%
MSFT	Microsoft Corp Technology	Added	4,535	+90	$1,691,645	+2.8%	3.70%
JNJ	Johnson & Johnson Healthcare	Added	3,795	+12	$963,816	+4.2%	2.11%
GOOGL	Alphabet Inc. Communication Services	Added	2,676	+246	$949,191	+36.0%	2.07%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,187	-39	$919,852	+11.2%	2.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,785	+349	$893,196	+29.8%	1.95%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,050	-29	$773,220	+24.2%	1.69%
CGCB	Capital Group Core Bond ETF	Added	29,154	+5,580	$763,251	+23.3%	1.67%
CGUS	Capital Group Core Equity ETF	NEW	15,038	NEW	$668,890	NEW	1.46%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	1,556	-2	$471,654	+15.6%	1.03%
ABBV	AbbVie Inc. Healthcare	Added	1,866	+14	$469,560	+16.6%	1.03%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,126	-4	$397,117	+6.9%	0.87%
AMAT	Applied Materials Inc /De Technology	NEW	542	NEW	$391,866	NEW	0.86%
NVDA	Nvidia Corp Technology	Added	1,871	+73	$374,368	+19.4%	0.82%
XOM	ExxonMobil Holdings Corp Energy	Added	2,703	+926	$369,554	+22.6%	0.81%
NFLX	Netflix Inc Communication Services	Added	5,165	+2,847	$368,781	+65.5%	0.81%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,710	-53	$366,934	−14.5%	0.80%
BROS	Dutch Bros Inc. Consumer Cyclical	Added	5,058	+20	$363,214	+42.3%	0.79%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,284	-8	$347,078	−13.6%	0.76%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	6,528	NEW	$344,156	NEW	0.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,334	+161	$317,945	+30.1%	0.69%
MUR	Murphy Oil Corp Energy	Held	9,260	0	$301,505	−21.1%	0.66%
CVX	Chevron Corp Energy	NEW	1,799	NEW	$298,202	NEW	0.65%
ABT	Abbott Laboratories Healthcare	Reduced	3,078	-7	$279,297	−11.8%	0.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	360	-1	$268,837	+14.5%	0.59%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,621	-234	$267,839	+4.7%	0.59%
LLY	ELI LILLY & Co Healthcare	Reduced	212	-13	$254,279	+22.9%	0.56%
NEE	Nextera Energy Inc Utilities	Added	2,821	+15	$247,599	−5.0%	0.54%
DIS	Walt Disney Co Communication Services	Reduced	2,496	-276	$240,240	−10.1%	0.53%
ORCL	Oracle Corp Technology	Reduced	1,635	-14	$239,609	−1.2%	0.52%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	5,746	-283	$235,873	−25.9%	0.52%
O	Realty Income Corp Real Estate	Reduced	3,770	-274	$233,589	−5.6%	0.51%
MA	Mastercard Inc Financial Services	Reduced	445	-12	$228,552	+0.1%	0.50%
CAT	Caterpillar Inc Industrials	NEW	212	NEW	$225,758	NEW	0.49%
ATO	Atmos Energy Corp Utilities	Added	1,196	+7	$206,034	−6.2%	0.45%
AMD	Advanced Micro Devices Inc Technology	NEW	353	NEW	$205,061	NEW	0.45%
CGXU	Capital Group International Focus Equity ETF	NEW	5,818	NEW	$201,419	NEW	0.44%
CLM	Cornerstone Strategic Investment Fund, Inc. Financial Services	Held	11,531	0	$87,174	+3.8%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.