Evergreen Private Wealth LLC 13F Holdings

CIK 0002010098 · GREENWOOD VILLAGE, CO

As of Sep 30, 2025, Evergreen Private Wealth LLC reported 240 positions worth $246.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity45,256 1.0M4.46%
APPLIED MATERIALS INCAMATTechnology46,132$9.4M3.83%
NETFLIX INCNFLXCommunication Services7,651$9.2M3.72%
SPDR INDEX SHS FDS——102,698$9.0M3.66%
JPMORGAN CHASE & COJPMFinancial Services27,030$8.5M3.46%
ARISTA NETWORKS INCANETTechnology58,319$8.5M3.45%
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKPTechnology40,390$8.4M3.39%
MICROSOFT CORPMSFTTechnology15,968$8.3M3.35%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services15,941$8.0M3.25%
ISHARES 10-20 YEAR TREASURY BOND ETFTLH—76,952$7.9M3.21%
APPLE INCAAPLTechnology27,683$7.0M2.86%
AMAZON.COM INCAMZNEquity31,463$6.9M2.80%
ADOBE INCADBETechnology18,806$6.6M2.69%
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE—174,769$6.6M2.69%
THERMO FISHER SCIENTIFIC INCTMOHealthcare12,828$6.2M2.52%
ULTA BEAUTY INCULTAConsumer Cyclical11,250$6.2M2.49%
HUNTINGTON BANCSHARES INCHBANFinancial Services333,206$5.8M2.33%
ROSS STORES INCROSTConsumer Cyclical36,779$5.6M2.27%
HCA HEALTHCARE INCHCAHealthcare12,984$5.5M2.24%
FIDELITY COVINGTON TRUSTFSMD—120,754$5.3M2.15%
INTUIT INCINTUTechnology7,675$5.2M2.13%
WASTE MANAGEMENT INCWMIndustrials22,549$5.0M2.02%
ZOETIS INCZTSHealthcare33,450$4.9M1.98%
VANGUARD CHARLOTTE FUNDSBNDX—98,385$4.9M1.97%
XTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFRVNU—186,461$4.6M1.87%