Evergreen Private Wealth LLC: 13F holdings
CIK 20100982026Q2
| Positions | 89 |
|---|
| Reported value | $270.4m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 89 (+3 vs prior quarter) |
|---|
| Reported value | $270.4m (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATERIALS INC COM USD0.01 | 34,994 | $25.7m | 9.5% |
| GOOGL ALPHABET INC CAP STK CL A | 31,058 | $11.3m | 4.2% |
| QEFA SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | 109,830 | $10.7m | 3.9% |
| BRK-B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 17,170 | $8.6m | 3.2% |
| TLH ISHARES TR 10-20 YR TRS ETF | 84,245 | $8.5m | 3.1% |
| ROST ROSS STORES INC | 37,575 | $8.1m | 3.0% |
| XSOE WISDOMTREE TR EM EX ST-OWNED | 164,755 | $8.1m | 3.0% |
| JPM JPMORGAN CHASE &CO. COM | 23,343 | $7.6m | 2.8% |
| ANET ARISTA NETWORKS INC COM SHS | 44,215 | $7.6m | 2.8% |
| AMZN AMAZON.COM INC | 30,096 | $7.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010098")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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