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Evergreen Private Wealth LLC
Updated 6 days agoManaged by Evergreen Private Wealth Llc • Latest filing Q3 2026
Portfolio value
$273M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $253.7M |
| Q1 2026 | $247.4M |
| Q2 2026 | $270.4M |
| Q3 2026 | $273M |
Top holdings
68 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16.3M | 31.9K | 5.98% | — | |
| 2 | $10.9M | 111.5K | 3.98% | — | |
| 3 | $10.8M | 31.5K | 3.97% | — | |
| 4 | $9.5M | 18.6K | 3.49% | — | |
| 5 | $9.3M | 13.8K | 3.42% | — | |
| 6 | $8.9M | 17.8K | 3.25% | — | |
| 7 | $8.6M | 42.2K | 3.15% | — | |
| 8 | $8.5M | 36.4K | 3.11% | — | |
| 9 | $8.3M | 90.0K | 3.04% | — | |
| 10 | $8M | 23.9K | 2.92% | — | |
| 11 | $7.8M | 23.5K | 2.85% | — | |
| 12 | $7.7M | 164.8K | 2.83% | — | |
| 13 | $7.6M | 30.5K | 2.78% | — | |
| 14 | $7.2M | 40.3K | 2.64% | — | |
| 15 | $7.2M | 55.8K | 2.62% | — | |
| 16 | $6.4M | 26.5K | 2.33% | — | |
| 17 | $6.3M | 128.2K | 2.31% | — | |
| 18 | $6.2M | 11.4K | 2.29% | — | |
| 19 | $5.6M | 27.3K | 2.04% | — | |
| 20 | $5.6M | 363.8K | 2.03% | — |