Evergreen Wealth Partners LLC holds a focused book of 89 stocks worth $166.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened JPMorgan Equity Focus ETF and trimmed Vanguard Intermediate-Term T. Their largest long position is Vanguard Russell 1000 Growth at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Evergreen Wealth Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $494.3B |
| Cetera Investment Advisers | 80 / 80 | $23.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.3B |
| LPL Financial LLC | 79 / 80 | $90.3B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $82.4B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $12.9B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $5.7B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.4B |
Ranked by how many of Evergreen Wealth Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS VNG RUS1000GRW | $22.5M | 175.7K | 13.5% | ▲+2.8% Added · +5K sh | |
| 2 | SPDR Series Trust ST INTER BD ETF | $18.7M | 559.5K | 11.2% | ▲+1.7% Added · +9K sh | |
| 3 | Capital Group Dividend Value SHS CREAT UNIT | $14.3M | 289.8K | 8.6% | ▲+24% Added · +57K sh | |
| 4 | SPDR Series Trust ST INTER ETF | $11.4M | 401.3K | 6.8% | ▲+3.7% Added · +14K sh | |
| 5 | J P Morgan Exchange Traded F EQUITY FOCUS ETF | $6.5M | 81.4K | 3.9% | ▲New New position | |
| 6 | Ishares TR CORE S&P500 ETF | $5.3M | 7.0K | 3.2% | ▲+33% Added · +2K sh | |
| 7 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $5.2M | 97.4K | 3.1% | ▲New New position | |
| 8 | Ishares TR RUS 1000 GRW ETF | $4.4M | 35.6K | 2.6% | ▲+294% Added · +27K sh | |
| 9 | Dimensional ETF Trust INTERNATNAL VAL | $4.0M | 73.6K | 2.4% | ▲+36% Added · +20K sh | |
| 10 | BlackRock ETF Trust II SHOR DURA HI ETF | $3.7M | 162.7K | 2.2% | ▲+7.5% Added · +11K sh | |
| 11 | Pimco ETF TR MUNI INCOME OPP | $3.5M | 77.4K | 2.1% | ▲+3.2% Added · +2K sh | |
| 12 | Capital Group New Geography SHS | $3.3M | 87.6K | 2.0% | ▲+78% Added · +38K sh | |
| 13 | BlackRock ETF Trust ISHARES US EQUIT | $3.3M | 48.2K | 2.0% | ▲+35% Added · +13K sh | |
| 14 | Costco Wholesale Corporation COM | $3.1M | 3.3K | 1.9% | ▲+63% Added · +1K sh | |
| 15 | Vanguard Scottsdale FDS INTER TERM TREAS | $3.1M | 52.7K | 1.9% | ▼−22% Reduced · −15K sh | |
| 16 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $2.7M | 64.0K | 1.6% | ▼−14% Reduced · −11K sh | |
| 17 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $2.4M | 40.2K | 1.5% | ▲+62% Added · +15K sh | |
| 18 | Visa Inc COM CL A | $2.3M | 6.8K | 1.4% | ▼−3.4% Reduced · −239 sh | |
| 19 | Morgan Stanley ETF Trust EATO VANC BD ETF | $2.3M | 44.7K | 1.4% | ▲+43% Added · +13K sh | |
| 20 | Pgim ETF TR AAA CLO ETF | $2.1M | 41.0K | 1.3% | ▼−0.1% Reduced · −63 sh | |
| 21 | Pgim ETF TR PGIM ULTRA SH BD | $2.1M | 42.4K | 1.3% | ▼−2.7% Reduced · −1K sh | |
| 22 | Apple Inc COM | $2.1M | 7.1K | 1.2% | ▲+3.6% Added · +245 sh | |
| 23 | Murphy USA Inc COM | $1.8M | 3.3K | 1.1% | —Held | |
| 24 | Microsoft Corp COM | $1.7M | 4.5K | 1.0% | ▲+2.0% Added · +90 sh | |
| 25 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $1.5M | 60.4K | 0.9% | ▲+205% Added · +41K sh | |
| 26 | Pimco ETF TR MULTISECTOR BD | $1.5M | 56.3K | 0.9% | ▲+5.3% Added · +3K sh | |
| 27 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $1.4M | 12.3K | 0.8% | ▲+69% Added · +5K sh | |
| 28 | Ishares TR US AER DEF ETF | $1.4M | 5.6K | 0.8% | ▲+5.2% Added · +275 sh | |
| 29 | Ishares TR 0-3 MTH TREASURY | $1.3M | 12.8K | 0.8% | ▲New New position | |
| 30 | Ishares TR ESG OPTIMIZED | $1.2M | 7.8K | 0.7% | ▼−0.9% Reduced · −70 sh | |
| 31 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.1M | 12.1K | 0.7% | ▲New New position | |
| 32 | Johnson & Johnson COM | $964K | 3.8K | 0.6% | ▲+0.3% Added · +12 sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $950K | 1.4K | 0.6% | ▲+7.2% Added · +93 sh | |
| 34 | J P Morgan Exchange Traded F ACTIVE GROWTH | $934K | 9.5K | 0.6% | ▲+24% Added · +2K sh | |
| 35 | Tesla Inc COM | $920K | 2.2K | 0.6% | ▼−1.8% Reduced · −39 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $893K | 1.8K | 0.5% | ▲+24% Added · +349 sh | |
| 37 | Ishares TR U.S. MED DVC ETF | $878K | 17.8K | 0.5% | ▼−34% Reduced · −9K sh | |
| 38 | Invesco QQQ TR UNIT SER 1 | $773K | 1.1K | 0.5% | ▼−2.7% Reduced · −29 sh | |
| 39 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $763K | 29.2K | 0.5% | ▲+24% Added · +6K sh | |
| 40 | Capital Group Core Equity Et SHS CREAT UNIT | $669K | 15.0K | 0.4% | ▲New New position | |
| 41 | Pimco ETF TR ENHAN SHRT MA AC | $654K | 6.5K | 0.4% | ▲+92% Added · +3K sh | |
| 42 | Ishares TR ESG MSCI KLD ETF | $636K | 4.5K | 0.4% | ▲+4.3% Added · +186 sh | |
| 43 | Alphabet Inc CAP STK CL C | $624K | 1.8K | 0.4% | ▲+18% Added · +265 sh | |
| 44 | Hartford FDS Exchange Traded STRAT INCOM ETF | $612K | 17.4K | 0.4% | ▲New New position | |
| 45 | Ishares TR GLB INFRASTR ETF | $610K | 9.2K | 0.4% | ▼−45% Reduced · −8K sh | |
| 46 | Pgim ETF TR ACTI AGGR BD ETF | $554K | 13.1K | 0.3% | ▲+9.9% Added · +1K sh | |
| 47 | RBB Fund Trust FIRST EAGLE GBL | $552K | 11.3K | 0.3% | ▼−44% Reduced · −9K sh | |
| 48 | Ishares TR TRS FLT RT BD | $527K | 10.4K | 0.3% | ▼−0.9% Reduced · −96 sh | |
| 49 | BlackRock ETF Trust II ISHAR INTER ETF | $505K | 20.8K | 0.3% | ▼−22% Reduced · −6K sh | |
| 50 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $486K | 5.9K | 0.3% | ▲+845% Added · +5K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2101006/holdings"
Use Arkolith to show Evergreen Wealth Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.