Evergreen Private Wealth LLC Portfolio Holdings

Evergreen Private Wealth LLC

  • $254 Billion
  • Q4 2025

Evergreen Private Wealth LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Applied Materials Inc with a value of $10.7B, Alphabet Inc. with a value of $10.2B, Spdr Index Shs Fds Msci Eafe S with a value of $10.1B, Adobe Inc. with a value of $8.72B, and Check Point Software Technologies LTD with a value of $8.6B.

Examining the 13F form we can see an increase of $7B in the current position value, from $247B to 254B.

Evergreen Private Wealth LLC is based out at Greenwood Village, CO

Below you can find more details about Evergreen Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Billion
ETFs: $75.6 Billion
Technology: $53.2 Billion
Financial Services: $22.7 Billion
Consumer Cyclical: $21.2 Billion
Communication Services: $20.4 Billion
Healthcare: $19.4 Billion
Industrials: $10.4 Billion
Consumer Defensive: $8.37 Billion
Other: $11 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$197B
$10.7 Billion 4.22% of portfolio
41,611
Q4 2025 Reduced 9.8%
$1.65T
$10.2 Billion 4.01% of portfolio
32,501
Q4 2025 Reduced 28.18%
$151B
$8.72 Billion 3.44% of portfolio
24,903
Q4 2025 Added 32.42%
$24.8B
$8.6 Billion 3.39% of portfolio
46,360
Q4 2025 Added 14.78%
$662B
$8.5 Billion 3.35% of portfolio
16,905
Q4 2025 Added 6.05%
$3.78T
$7.75 Billion 3.06% of portfolio
16,027
Q4 2025 Added 0.37%
$222B
$7.66 Billion 3.02% of portfolio
13,215
Q4 2025 Added 3.02%
$881B
$7.62 Billion 3.0% of portfolio
23,633
Q4 2025 Reduced 12.57%
$55.7B
$7.24 Billion 2.86% of portfolio
40,212
Q4 2025 Added 9.33%
$2.39T
$7.05 Billion 2.78% of portfolio
30,556
Q4 2025 Reduced 2.88%
$27.1B
$6.79 Billion 2.68% of portfolio
11,228
Q4 2025 Reduced 0.2%
$4.3T
$6.65 Billion 2.62% of portfolio
24,460
Q4 2025 Reduced 11.64%
$49.1B
$6.53 Billion 2.57% of portfolio
69,659
Q4 2025 Added 810.46%
$22.7B
$6.15 Billion 2.43% of portfolio
354,647
Q4 2025 Added 6.43%
$55.6B
$5.89 Billion 2.32% of portfolio
46,818
Q4 2025 Added 39.96%
$85.9B
$5.74 Billion 2.26% of portfolio
26,121
Q4 2025 Added 15.84%
$136B
$5.15 Billion 2.03% of portfolio
11,040
Q4 2025 Reduced 14.97%
$76.2B
$4.7 Billion 1.85% of portfolio
87,259
Q4 2025 Added 26.99%
$107B
$4.02 Billion 1.58% of portfolio
4,570
Q4 2025 Reduced 14.48%
$114B
$3.96 Billion 1.56% of portfolio
31,018
Q4 2025 Added 10.2%
$181B
$3.68 Billion 1.45% of portfolio
147,978
Q4 2025 Reduced 0.28%
$41.4B
$3.57 Billion 1.41% of portfolio
36,526
Q4 2025 Added 18.47%
$64.9B
$3.47 Billion 1.37% of portfolio
43,703
Q4 2025 Added 71.98%
$64.7B
$3.22 Billion 1.27% of portfolio
30,676
Q4 2025 Added 13.97%
$61.6B
$1.92 Billion 0.76% of portfolio
69,946
Q4 2025 Reduced 7.95%
$11.8B
$1.61 Billion 0.64% of portfolio
34,985
Q4 2025 Reduced 2.45%
$465B
$319 Million 0.13% of portfolio
1,709
Q4 2025 Added 11.41%
$258B
$270 Million 0.11% of portfolio
1,471
Q4 2025 Added 6.75%
$266B
$258 Million 0.1% of portfolio
872
Q3 2025 Added 1.63%
$183B
$257 Million 0.1% of portfolio
785
Q4 2025 Added 3.97%
$414B
$216 Million 0.09% of portfolio
944
Q4 2025 Reduced 5.51%
$388B
$195 Million 0.08% of portfolio
912
Q3 2025 Added 97.4%
$61.4B
$209 Million 0.08% of portfolio
1,133
Q4 2025 Reduced 9.86%
$0
$178 Million 0.07% of portfolio
5,400
Q4 2025 Reduced 26.04%
$533B
$181 Million 0.07% of portfolio
515
Q4 2025 Reduced 1.72%
$235B
$158 Million 0.06% of portfolio
1,503
Q2 2025 Reduced 2.66%
$69.4B
$162 Million 0.06% of portfolio
1,852
Q2 2025 Added 37.7%
$9.78B
$116 Million 0.05% of portfolio
2,958
Q4 2025 Added 34.45%
$19B
$120 Million 0.05% of portfolio
636
Q4 2025 Added 1.6%
$5.42B
$123 Million 0.05% of portfolio
1,372
Q4 2023 New
$26.8B
$124 Million 0.05% of portfolio
511
Q4 2025 Reduced 8.59%
$96.9B
$126 Million 0.05% of portfolio
324
Q4 2025 Added 4.18%
$168B
$130 Million 0.05% of portfolio
1,625
Q4 2025 Reduced 4.47%
$79.5B
$133 Million 0.05% of portfolio
1,975
Q4 2025 Added 156.16%
$18.3B
$135 Million 0.05% of portfolio
534
Q4 2025 Added 79.8%
$31.5B
$136 Million 0.05% of portfolio
1,856
Q4 2025 Added 19.82%
$40.4B
$139 Million 0.05% of portfolio
1,237
Q4 2025 Added 16.81%
$43.5B
$111 Million 0.04% of portfolio
818
Q4 2025 Reduced 6.19%
$20.4B
$102 Million 0.04% of portfolio
1,222
Q4 2025 Added 21.71%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $254 Billion
  • Prior Value $247 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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