SEC Form 13F

Evergreen Wealth Partners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$166,650,339
Positions89

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$22,450,399175,655
SPDR SERIES TRUSTSPIBST INTER BD ETF$18,721,288559,513
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$14,278,858289,750
SPDR SERIES TRUSTSPTIST INTER ETF$11,393,086401,307
J P MORGAN EXCHANGE TRADED FJPEFEQUITY FOCUS ETF$6,541,59781,434
ISHARES TRIVVCORE S&P500 ETF$5,255,9857,019
J P MORGAN EXCHANGE TRADED FJBNDACTIVE BOND ETF$5,209,76297,378
ISHARES TRIWFRUS 1000 GRW ETF$4,416,22735,566
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$3,978,41973,647
BLACKROCK ETF TRUST IISHYMSHOR DURA HI ETF$3,653,105162,722

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