Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evergreen Private Wealth LLC (CIK 2010098) reported $247.4M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMAT ($13.1M, 5.30%), QEFA ($10.2M, 4.11%), GOOGL ($9.3M, 3.76%), TLH ($8.5M, 3.45%), ROST ($8.3M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS INC COM USD0.01 | $13.1M | 5.30% | 38,407 | Trimmed |
| 2 | QEFA | SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $10.2M | 4.11% | 109,087 | Trimmed |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $9.3M | 3.76% | 32,415 | Trimmed |
| 4 | TLH | ISHARES TR 10-20 YR TRS ETF | $8.5M | 3.45% | 84,744 | Added |
| 5 | ROST | ROSS STORES INC | $8.3M | 3.34% | 38,135 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $8.1M | 3.29% | 16,964 | Added |
| 7 | XSOE | WISDOMTREE TR EM EX ST-OWNED | $6.8M | 2.73% | 168,738 | Trimmed |
| 8 | JPM | JPMORGAN CHASE &CO. COM | $6.7M | 2.73% | 22,928 | Trimmed |
| 9 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $6.7M | 2.70% | 46,782 | Added |
| 10 | NFLX | NETFLIX INC | $6.7M | 2.70% | 69,582 | Trimmed |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $6.6M | 2.67% | 13,450 | Added |
| 12 | ADBE | ADOBE INC COM | $6.4M | 2.61% | 26,532 | Added |
| 13 | AMZN | AMAZON.COM INC | $6.2M | 2.53% | 30,002 | Trimmed |
| 14 | AAPL | APPLE INC | $6.1M | 2.48% | 24,149 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $6.1M | 2.45% | 16,349 | Added |
| 16 | WM | WASTE MANAGEMENT INC | $5.9M | 2.38% | 25,580 | Trimmed |
| 17 | ZTS | ZOETIS INC | $5.7M | 2.32% | 48,626 | Added |
| 18 | ANET | ARISTA NETWORKS INC COM SHS | $5.6M | 2.26% | 45,551 | Trimmed |
| 19 | FSMD | FIDELITY SML MID MLTFCT | $5.6M | 2.26% | 125,215 | Trimmed |
| 20 | ULTA | ULTA BEAUTY INC COM | $5.6M | 2.25% | 10,668 | Trimmed |
| 21 | HBAN | HUNTINGTON BANCSHARES INC COM USD0.01 | $5.5M | 2.23% | 352,629 | Trimmed |
| 22 | VRSK | VERISIGN INC | $5.3M | 2.16% | 27,901 | New |
| 23 | BNDX | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | $5.2M | 2.12% | 109,108 | Added |
| 24 | RVNU | DBX ETF TR XTRACK MUN INFRA | $5.1M | 2.08% | 208,887 | Added |
| 25 | HCA | HCA HEALTHCARE INC COM | $5.1M | 2.08% | 10,861 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31