Evergreen Private Wealth LLC
Evergreen Private Wealth LLC reported 89 positions worth $270.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AMAT (9.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $25.7M | 9.49% | 34,994 | — | — | |
| ▸ 2 | GOOGL | SH | $11.3M | 4.17% | 31,058 | — | — | |
| ▸ 3 | QEFA | SH | $10.7M | 3.94% | 109,830 | — | — | |
| ▸ 4 | BRK-B | SH | $8.6M | 3.18% | 17,170 | — | — | |
| ▸ 5 | TLH | SH | $8.5M | 3.13% | 84,245 | — | — | |
| ▸ 6 | ROST | SH | $8.1M | 3.00% | 37,575 | — | — | |
| ▸ 7 | XSOE | SH | $8.1M | 3.00% | 164,755 | — | — | |
| ▸ 8 | JPM | SH | $7.6M | 2.83% | 23,343 | — | — | |
| ▸ 9 | ANET | SH | $7.6M | 2.81% | 44,215 | — | — | |
| ▸ 10 | AMZN | SH | $7.2M | 2.65% | 30,096 | — | — |
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Frequently Asked Questions
What stocks does Evergreen Private Wealth LLC hold as of Q2 2026?
Evergreen Private Wealth LLC reported 89 positions worth $270.4M in its Q2 2026 13F filing. Largest positions: AMAT (9.5%), GOOGL (4.2%), QEFA (3.9%), BRK-B (3.2%) and TLH (3.1%).
What did Evergreen Private Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Evergreen Private Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.