StockDriftsStockDriftsTop 50 Evergreen Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 13.47% | 175.7K | $22.5M | +2.79%(+4.77K) | $120.97(+5.78%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 11.23% | 559.5K | $18.7M | +1.67%(+9.19K) | $33.83(-2.10%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.57% | 289.8K | $14.3M | +24.29%(+56.62K) | $43.42(+18.16%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 6.84% | 401.3K | $11.4M | +3.67%(+14.20K) | $28.85(-2.62%) | 2026-06-30 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 3.93% | 81.4K | $6.5M | new | $75.14(+10.25%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.15% | 7.0K | $5.3M | +32.68%(+1.73K) | $677.76(+14.69%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.13% | 97.4K | $5.2M | new | $53.58(-1.66%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.65% | 35.6K | $4.4M | -1.62%(-586) | $116.84(+7.23%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.39% | 73.6K | $4.0M | +36.21%(+19.58K) | $50.56(+14.59%) | 2026-06-30 | |
| SHYM | BLACKROCK ETF TRUST II | 2.19% | 162.7K | $3.7M | +7.52%(+11.39K) | $22.25(-0.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.66% |
Evergreen Wealth Partners LLC reports $166.65M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are VONG (13.5%), SPIB (11.2%) and CGDV (8.6%). The top 20 holdings account for 74.45% of reported assets. Its disclosed equity book has returned +3.20% cumulatively over 2 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 Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2101006). View Evergreen Wealth Partners LLC’s 13F filings on SEC