SEC Form 13F

Evergreen Private Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$270,424,047
Positions89

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLIED MATERIALS INC COM USD0.01AMATCOM$25,675,33334,994
ALPHABET INC CAP STK CL AGOOGLCAP STK CL A$11,267,87131,058
SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETFQEFAST STR MSCI EAFE$10,654,692109,830
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK.BCL B NEW$8,591,88117,170
ISHARES TR 10-20 YR TRS ETFTLH10-20 YR TRS ETF$8,453,95284,245
ROSS STORES INCROSTCOM$8,102,96337,575
WISDOMTREE TR EM EX ST-OWNEDXSOEEM EX ST-OWNED$8,102,632164,755
JPMORGAN CHASE &CO. COMJPMCOM$7,641,00623,343
ARISTA NETWORKS INC COM SHSANETCOM SHS$7,612,20244,215
AMAZON.COM INCAMZNCOM$7,173,00130,096

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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