Evergreen Wealth Partners LLC

CIK

2101006

Location

KALISPELL, MT

Portfolio Value

Small $166,649,439

Diversification

Diversified

Filing Date

Global Rank

#7,088 / 8,827 ▲ 343

Top Industry

Discount Stores 12.7%

Period ended 4 months ago

Filed Aug 11, 2026 · 3mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.9% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.7 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 82.6%; sector active share 72.5% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

18.1%

−4.5 pts

Top 5

59.2%

−3.5 pts

Top 10

72.9%

−2.2 pts

HHI

850

Diversified−209

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.3%	$142,232,018	53
Financial Services	3.6%	$5,946,990	5
Technology	3.0%	$4,954,979	6
Consumer Cyclical	2.8%	$4,628,805	8
Consumer Defensive	2.1%	$3,479,242	2
Healthcare	1.2%	$1,966,952	4
Communication Services	0.9%	$1,558,212	4
Energy	0.6%	$969,261	3
Utilities	0.3%	$453,633	2
Real Estate	0.1%	$233,589	1
Industrials	0.1%	$225,758	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGDV	Capital Group Dividend Value ETF	+56,622	289,750	$14,278,880
FLMI	Franklin Dynamic Municipal Bond ETF	+40,590	60,396	$1,520,167
CGNG	Capital Group New Geography Equity ETF	+38,333	87,573	$3,280,484
IWF	iShares Russell 1000 Growth ETF	+26,528	35,566	$4,416,230
DFIV	Dimensional International Value ETF	+19,579	73,647	$3,978,410
IDMO	Invesco Ltd.	+15,430	40,176	$2,422,211
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+14,201	401,307	$11,393,105
EVTR	Eaton Vance Total Return Bond ETF	+13,479	44,733	$2,268,410
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+12,590	48,163	$3,275,565
SHYM		+11,386	162,722	$3,653,108
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+9,190	559,513	$18,721,304
CGCB	Capital Group Fixed Income ETF Trust	+5,580	29,154	$763,251
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+5,256	5,878	$485,640
XMHQ	Victory Portfolios II	+5,055	12,339	$1,392,826
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+4,768	175,655	$22,450,465
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+3,111	6,484	$653,652
NFLX	Netflix Inc	+2,847	5,165	$368,781
PYLD		+2,820	56,341	$1,494,163
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	+2,419	77,407	$3,542,144
JGRO	JPMorgan Active Growth ETF	+1,820	9,472	$933,844
IVV	iShares Core S&P 500 ETF	+1,729	7,019	$5,256,458
COST	Costco Wholesale Corp	+1,284	3,327	$3,112,308
PAB	PGIM Active Aggregate Bond ETF	+1,184	13,138	$553,503
XOM	ExxonMobil Holdings Corp	+926	2,703	$369,554
BRK-B	Berkshire Hathaway Inc	+349	1,785	$893,196
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	−20,450	7,127	$360,412
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−14,958	52,701	$3,108,304
CGGO	Capital Group Global Growth Equity ETF	−10,762	63,976	$2,708,104
IHI	iShares U.S. Medical Devices ETF	−9,150	17,764	$877,719
FEGE	First Eagle Global Equity ETF	−8,975	11,291	$552,355
IGF	iShares Global Infrastructure ETF	−7,634	9,157	$609,856
INMU		−5,777	20,804	$504,497
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	−3,410	7,508	$379,154
PULS	PGIM Ultra Short Bond ETF	−1,187	42,363	$2,099,086
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
TFLO	iShares Treasury Floating Rate Bond ETF	−96	10,409	$527,007
—		−70	7,809	$1,204,928
PAAA	PGIM AAA CLO ETF	−63	41,014	$2,102,787
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
GOOGL	Alphabet Inc.	−19	911	$325,564
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
JPEF	JPMorgan Equity Focus ETF	81,434	$6,541,593
JBND	JPMorgan Active Bond ETF	97,378	$5,209,723
SGOV	iShares 0-3 Month Treasury Bond ETF	12,765	$1,285,052
SPHQ	Invesco S&P 500 Quality ETF	12,135	$1,093,363
CGUS	Capital Group Core Equity ETF	15,038	$668,890
HFSI	Hartford Strategic Income ETF	17,393	$611,537
AMAT	Applied Materials Inc	542	$391,866
BAI	BlackRock ETF Trust	6,528	$344,156
CGHM	Capital Group Municipal High-Income ETF	11,781	$304,538
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

8 positions

Ticker	Company	Shares	Value
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	13,123	$318,101
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	13,007	$315,289
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	10,954	$254,790
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	9,989	$253,021
SHEL	Shell plc	2,416	$224,688
PFE	Pfizer Inc	7,796	$218,911
SYK	Stryker Corp	654	$214,897
—		2,094	$110,992
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 tracked positions · $166,649,439 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

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	175,655	+4,768	$22,450,465	+19.8%	3	before history	13.47%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	559,513	+9,190	$18,721,304	+1.4%	3	before history	11.23%
CGDV	Capital Group Dividend Value ETF	Added	289,750	+56,622	$14,278,880	+44.0%	3	before history	8.57%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Added	401,307	+14,201	$11,393,105	+2.7%	3	before history	6.84%
JPEF	JPMorgan Equity Focus ETF	NEW	81,434	NEW	$6,541,593	NEW	1	$78.41	3.93%
IVV	iShares Core S&P 500 ETF	Added	7,019	+1,729	$5,256,458	+52.1%	3	before history	3.15%
JBND	JPMorgan Active Bond ETF	NEW	97,378	NEW	$5,209,723	NEW	1	$53.50	3.13%
IWF	iShares Russell 1000 Growth ETF	Added	35,566	+26,528	$4,416,230	+14.6%	3	before history	2.65%
DFIV	Dimensional International Value ETF	Added	73,647	+19,579	$3,978,410	+39.4%	3	before history	2.39%
SHYM		Added	162,722	+11,386	$3,653,108	+9.6%	3	before history	2.19%
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	Added	77,407	+2,419	$3,542,144	+4.6%	3	before history	2.13%
CGNG	Capital Group New Geography Equity ETF	Added	87,573	+38,333	$3,280,484	+111.0%	2	$34.19	1.97%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	48,163	+12,590	$3,275,565	+58.3%	3	before history	1.97%
COST	Costco Wholesale Corp Consumer Defensive	Added	3,327	+1,284	$3,112,308	+52.9%	3	before history	1.87%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	52,701	-14,958	$3,108,304	−22.9%	2	$59.91	1.87%
CGGO	Capital Group Global Growth Equity ETF	Reduced	63,976	-10,762	$2,708,104	+8.6%	3	before history	1.63%
IDMO	Invesco Ltd. Financial Services	Added	40,176	+15,430	$2,422,211	+78.5%	3	before history	1.45%
V	Visa Inc. Financial Services	Reduced	6,750	-239	$2,315,857	+9.6%	3	before history	1.39%
EVTR	Eaton Vance Total Return Bond ETF	Added	44,733	+13,479	$2,268,410	+43.0%	3	before history	1.36%
PAAA	PGIM AAA CLO ETF	Reduced	41,014	-63	$2,102,787	+0.0%	3	before history	1.26%
PULS	PGIM Ultra Short Bond ETF	Reduced	42,363	-1,187	$2,099,086	−2.6%	3	before history	1.26%
AAPL	Apple Inc. Technology	Added	7,093	+245	$2,052,430	+18.1%	3	before history	1.23%
MUSA	Murphy USA Inc. Consumer Cyclical	Held	3,303	0	$1,779,887	+9.1%	3	before history	1.07%
MSFT	Microsoft Corp Technology	Added	4,535	+90	$1,691,645	+2.8%	3	before history	1.02%
FLMI	Franklin Dynamic Municipal Bond ETF	Added	60,396	+40,590	$1,520,167	+209.6%	3	before history	0.91%
PYLD		Added	56,341	+2,820	$1,494,163	+6.6%	2	$26.64	0.90%
XMHQ	Victory Portfolios II	Added	12,339	+5,055	$1,392,826	+85.0%	3	before history	0.84%
ITA	iShares U.S. Aerospace & Defense ETF	Added	5,591	+275	$1,355,370	+16.6%	3	before history	0.81%
SGOV	iShares 0-3 Month Treasury Bond ETF	NEW	12,765	NEW	$1,285,052	NEW	1	unpriced	0.77%
		Reduced	7,809	-70	$1,204,928	+15.8%	3	before history	0.72%
SPHQ	Invesco S&P 500 Quality ETF	NEW	12,135	NEW	$1,093,363	NEW	1	$83.13	0.66%
JNJ	Johnson & Johnson Healthcare	Added	3,795	+12	$963,816	+4.2%	3	before history	0.58%
VOO	VANGUARD 500 INDEX FUND	Added	1,383	+93	$949,858	+23.2%	3	before history	0.57%
JGRO	JPMorgan Active Growth ETF	Added	9,472	+1,820	$933,844	+44.4%	3	before history	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,187	-39	$919,852	+11.2%	3	before history	0.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,785	+349	$893,196	+29.8%	3	before history	0.54%
IHI	iShares U.S. Medical Devices ETF	Reduced	17,764	-9,150	$877,719	−38.9%	3	before history	0.53%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,050	-29	$773,220	+24.2%	3	before history	0.46%
CGCB	Capital Group Fixed Income ETF Trust	Added	29,154	+5,580	$763,251	+23.3%	2	$26.50	0.46%
CGUS	Capital Group Core Equity ETF	NEW	15,038	NEW	$668,890	NEW	1	$42.79	0.40%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	6,484	+3,111	$653,652	+92.7%	3	before history	0.39%
DSI	iShares ESG MSCI KLD 400 ETF	Added	4,465	+186	$635,771	+22.6%	3	before history	0.38%
GOOG	Alphabet Inc. Communication Services	Added	1,765	+265	$623,627	+44.9%	3	before history	0.37%
HFSI	Hartford Strategic Income ETF	NEW	17,393	NEW	$611,537	NEW	1	$35.20	0.37%
IGF	iShares Global Infrastructure ETF	Reduced	9,157	-7,634	$609,856	−45.8%	3	before history	0.37%
PAB	PGIM Active Aggregate Bond ETF	Added	13,138	+1,184	$553,503	+9.4%	3	before history	0.33%
FEGE	First Eagle Global Equity ETF	Reduced	11,291	-8,975	$552,355	−42.0%	3	before history	0.33%
TFLO	iShares Treasury Floating Rate Bond ETF	Reduced	10,409	-96	$527,007	−0.9%	3	before history	0.32%
INMU		Reduced	20,804	-5,777	$504,497	−20.6%	3	before history	0.30%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Added	5,878	+5,256	$485,640	+91.5%	3	before history	0.29%

Showing the top 50 of 89 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.