Evergreen Wealth Partners LLC: 13F holdings
CIK 21010062026Q2
| Positions | 89 |
|---|
| Reported value | $166.7m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 89 (+5 vs prior quarter) |
|---|
| Reported value | $166.7m (+27.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VONG VANGUARD SCOTTSDALE FDS | 175,655 | $22.5m | 13.5% |
| SPIB SPDR SERIES TRUST | 559,513 | $18.7m | 11.2% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 289,750 | $14.3m | 8.6% |
| SPTI SPDR SERIES TRUST | 401,307 | $11.4m | 6.8% |
| JPEF J P MORGAN EXCHANGE TRADED F | 81,434 | $6.5m | 3.9% |
| IVV ISHARES TR | 7,019 | $5.3m | 3.2% |
| JBND J P MORGAN EXCHANGE TRADED F | 97,378 | $5.2m | 3.1% |
| IWF ISHARES TR | 35,566 | $4.4m | 2.6% |
| DFIV DIMENSIONAL ETF TRUST | 73,647 | $4.0m | 2.4% |
| BLACKROCK ETF TRUST II | 162,722 | $3.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2101006")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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