Loading…
CIK 0002101006 • 3 13F filings • Feb 5, 2026 – Aug 11, 2026
Import this data to Google Sheets with:
=jivedata("evergreen-wealth-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $386K | 0.3% | 3,077 SH | New |
| ABBVIE INC | COM | $422K | 0.4%Prev: 0.3% | 1,849 SH | Decreased-17 SH |
| ALPHABET INC | CAP STK CL A | $253K | 0.2%Prev: 0.2% | 807 SH | Decreased-104 SH |
| ALPHABET INC | CAP STK CL C | $556K | 0.5%Prev: 0.4% | 1,772 SH | Decreased+7 SH |
| AMAZON COM INC | COM | $249K | 0.2%Prev: 0.2% | 1,078 SH | Decreased-256 SH |
| APPLE INC | COM | $1.9M | 1.6%Prev: 1.2% | 7,088 SH | Decreased-5 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $757K | 0.6%Prev: 0.5% | 1,506 SH | Decreased-279 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $1.2M | 1.0%Prev: 2.0% | 19,033 SH | Decreased-29,130 SH |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | $623K | 0.5% | 25,908 SH | New |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $2.7M | 2.3% | 122,837 SH | New |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $5.8M | 4.9% | 133,386 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $783K | 0.7% | 22,584 SH | New |
| COSTCO WHSL CORP NEW | COM | $1.8M | 1.5% | 2,076 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.3M | 1.1%Prev: 2.4% | 25,225 SH | Decreased-48,422 SH |
| DISNEY WALT CO | COM | $365K | 0.3%Prev: 0.1% | 3,210 SH | Increased+714 SH |
| DUTCH BROS INC | CL A | $288K | 0.2%Prev: 0.2% | 4,704 SH | Decreased-354 SH |
| ELI LILLY & CO | COM | $235K | 0.2%Prev: 0.2% | 219 SH | Decreased+7 SH |
| EXXON MOBIL CORP | COM | $234K | 0.2%Prev: 0.2% | 1,941 SH | Decreased-762 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $363K | 0.3%Prev: 0.9% | 14,591 SH | Decreased-45,805 SH |
| HOME DEPOT INC | COM | $388K | 0.3%Prev: 0.2% | 1,126 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $857K | 0.7%Prev: 1.5% | 15,430 SH | Decreased-24,746 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $654K | 0.6%Prev: 0.8% | 6,384 SH | Decreased-5,955 SH |
| INVESCO QQQ TR | UNIT SER 1 | $679K | 0.6%Prev: 0.5% | 1,106 SH | Decreased+56 SH |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 1.5%Prev: 3.2% | 2,674 SH | Decreased-4,345 SH |
| ISHARES TR | ESG MSCI KLD 400 | $403K | 0.3% | 3,129 SH | New |
| ISHARES TR | ESG OPTIMIZED | $1.2M | 1.0%Prev: 0.7% | 8,755 SH | Increased+946 SH |
| ISHARES TR | GLB INFRASTR ETF | $231K | 0.2%Prev: 0.4% | 3,772 SH | Decreased-5,385 SH |
| ISHARES TR | IBDS DEC28 ETF | $256K | 0.2% | 10,047 SH | New |
| ISHARES TR | IBONDS 27 ETF | $320K | 0.3% | 13,168 SH | New |
| ISHARES TR | IBONDS DEC 29 | $258K | 0.2% | 11,012 SH | New |
| ISHARES TR | IBONDS DEC2026 | $316K | 0.3% | 13,056 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $414K | 0.3%Prev: 0.3% | 9,111 SH | Decreased-367 SH |
| ISHARES TR | MSCI USA QLT FCT | $211K | 0.2%Prev: 0.1% | 1,062 SH | Decreased-4 SH |
| ISHARES TR | RUS 1000 GRW ETF | $4.4M | 3.7%Prev: 2.6% | 9,269 SH | Decreased-26,297 SH |
| ISHARES TR | TRS FLT RT BD | $530K | 0.4%Prev: 0.3% | 10,504 SH | Increased+95 SH |
| ISHARES TR | U.S. MED DVC ETF | $2.7M | 2.3%Prev: 0.5% | 43,303 SH | Increased+25,539 SH |
| ISHARES TR | US AER DEF ETF | $1.0M | 0.9%Prev: 0.8% | 4,760 SH | Decreased-831 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $673K | 0.6%Prev: 0.6% | 7,251 SH | Decreased-2,221 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $2.5M | 2.1%Prev: 0.2% | 48,923 SH | Increased+41,796 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $2.9M | 2.4% | 56,579 SH | New |
| JOHNSON & JOHNSON | COM | $807K | 0.7%Prev: 0.6% | 3,898 SH | Decreased+103 SH |
| MASTERCARD INCORPORATED | CL A | $291K | 0.2%Prev: 0.1% | 510 SH | Increased+65 SH |
| MCDONALDS CORP | COM | $424K | 0.4%Prev: 0.2% | 1,388 SH | Increased+104 SH |
| MICROSOFT CORP | COM | $2.1M | 1.8%Prev: 1.0% | 4,387 SH | Increased-148 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE SHRT | $203K | 0.2% | 4,040 SH | New |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $1.4M | 1.1% | 26,478 SH | New |
| MURPHY OIL CORP | COM | $289K | 0.2%Prev: 0.2% | 9,260 SH | Decreased |
| MURPHY USA INC | COM | $1.3M | 1.1%Prev: 1.1% | 3,303 SH | Decreased |
| NETFLIX INC | COM | $212K | 0.2% | 2,260 SH | New |
| NEXTERA ENERGY INC | COM | $228K | 0.2%Prev: 0.1% | 2,835 SH | Decreased+14 SH |
| NIKE INC | CL B | $425K | 0.4%Prev: 0.1% | 6,671 SH | Increased+925 SH |
| NVIDIA CORPORATION | COM | $287K | 0.2%Prev: 0.2% | 1,537 SH | Decreased-334 SH |
| ORACLE CORP | COM | $301K | 0.3%Prev: 0.1% | 1,545 SH | Increased-90 SH |
| PEPSICO INC | COM | $430K | 0.4%Prev: 0.2% | 2,999 SH | Increased+289 SH |
| PGIM ETF TR | AAA CLO ETF | $3.4M | 2.8%Prev: 1.3% | 65,645 SH | Increased+24,631 SH |
| PGIM ETF TR | ACTIVE AGGREGATE | $504K | 0.4% | 11,800 SH | New |
| PGIM ETF TR | PGIM ULTRA SH BD | $3.4M | 2.9%Prev: 1.3% | 68,751 SH | Increased+26,388 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $335K | 0.3%Prev: 0.4% | 3,338 SH | Decreased-3,146 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $211K | 0.2%Prev: 0.1% | 4,035 SH | Decreased-67 SH |
| PIMCO ETF TR | MUNI INCOME OPP | $2.4M | 2.0%Prev: 2.1% | 52,773 SH | Decreased-24,634 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $547K | 0.5%Prev: 0.2% | 10,843 SH | Increased+3,335 SH |
| PROSHARES TR | S&P 500 DV ARIST | $218K | 0.2% | 2,094 SH | New |
| RBB FUND TRUST | FIRST EAGLE GBL | $226K | 0.2%Prev: 0.3% | 4,900 SH | Decreased-6,391 SH |
| REALTY INCOME CORP | COM | $233K | 0.2%Prev: 0.1% | 4,133 SH | Decreased+363 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $246K | 0.2% | 361 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $27.5M | 23.2% | 868,019 SH | New |
| STARBUCKS CORP | COM | $270K | 0.2%Prev: 0.2% | 3,208 SH | Increased+587 SH |
| STRYKER CORPORATION | COM | $263K | 0.2% | 749 SH | New |
| TESLA INC | COM | $988K | 0.8%Prev: 0.6% | 2,198 SH | Increased+11 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $271K | 0.2%Prev: 0.3% | 752 SH | Decreased+18 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $320K | 0.3%Prev: 0.3% | 720 SH | Decreased-5,158 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $359K | 0.3%Prev: 0.2% | 2,026 SH | Decreased-75 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $803K | 0.7%Prev: 0.6% | 1,281 SH | Decreased-102 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $401K | 0.3%Prev: 0.3% | 1,553 SH | Decreased-3 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $586K | 0.5% | 1,746 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $20.7M | 17.4%Prev: 13.5% | 169,760 SH | Decreased-5,895 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $316K | 0.3%Prev: 0.2% | 2,613 SH | Decreased-74 SH |
| VISA INC | COM CL A | $2.6M | 2.2%Prev: 1.4% | 7,461 SH | Increased+711 SH |
| 13F-HR |
| 0001951757-26-000804 |
| $130.9M |
| View |