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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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