StockDriftsStockDriftsTop 50 Evergreen Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIALS INC COM USD0.01 | 9.49% | 35.0K | $25.7M | -8.89%(-3.41K) | $153.79(+246.91%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.17% | 31.1K | $11.3M | -4.19%(-1.36K) | $152.57(+130.36%) | 2026-06-30 | |
| QEFA | SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | 3.94% | 109.8K | $10.7M | +0.68%(+743) | $73.60(+38.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 3.18% | 17.2K | $8.6M | +1.21%(+206) | $367.51(+42.40%) | 2026-06-30 | |
| TLH | ISHARES TR 10-20 YR TRS ETF | 3.13% | 84.2K | $8.5M | -0.59%(-499) | $103.87(-6.79%) | 2026-06-30 | |
| ROST | ROSS STORES INC | 3% | 37.6K | $8.1M | -1.47%(-560) | $146.28(+74.56%) | 2026-06-30 | |
| XSOE | WISDOMTREE TR EM EX ST-OWNED | 3% | 164.8K | $8.1M | -2.36%(-3.98K) | $28.68(+63.24%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE &CO. COM | 2.83% | 23.3K | $7.6M | +1.81%(+415) | $161.02(+124.49%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC COM SHS | 2.81% | 44.2K | $7.6M | -2.93%(-1.34K) | $66.58(+188.48%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 2.65% | 30.1K | $7.2M | +0.31%(+94) | $143.66(+91.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +43.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.08% |
Evergreen Private Wealth LLC reports $270.42M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (9.5%), GOOGL (4.2%) and QEFA (3.9%). The top 20 holdings account for 61.6% of reported assets. Its disclosed equity book has returned +43.22% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Evergreen Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010098). View Evergreen Private Wealth LLC’s 13F filings on SEC