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

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%
$0
$10.1 Billion 3.97% of portfolio
111,139
Q4 2025 Added 8.22%
$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%
$0
$8.3 Billion 3.27% of portfolio
81,655
Q4 2025 Added 6.11%
$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%
$0
$6.63 Billion 2.61% of portfolio
169,899
Q4 2025 Reduced 2.79%
$49.1B
$6.53 Billion 2.57% of portfolio
69,659
Q4 2025 Added 810.46%
Arista Networks Inc Com Shs
-
$6.09 Billion 2.4% of portfolio
-
Q4 2025 Reduced 20.26%
$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%
$182B
$5.67 Billion 2.24% of portfolio
8,564
Q4 2025 Added 11.58%
$0
$5.63 Billion 2.22% of portfolio
127,567
Q4 2025 Added 5.64%
$0
$5.17 Billion 2.04% of portfolio
106,961
Q4 2025 Added 8.72%
$136B
$5.15 Billion 2.03% of portfolio
11,040
Q4 2025 Reduced 14.97%
$0
$4.92 Billion 1.94% of portfolio
200,446
Q4 2025 Added 7.5%
$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%
$0
$3.56 Billion 1.4% of portfolio
139,711
Q4 2025 Added 7.42%
$0
$3.55 Billion 1.4% of portfolio
146,397
Q4 2025 Added 7.9%
$0
$3.55 Billion 1.4% of portfolio
146,492
Q4 2025 Added 8.23%
$0
$3.54 Billion 1.4% of portfolio
95,480
Q4 2025 Added 7.09%
$64.9B
$3.47 Billion 1.37% of portfolio
43,703
Q4 2025 Added 71.98%
$0
$3.48 Billion 1.37% of portfolio
136,152
Q4 2025 Added 5.02%
Ishares Trust Ibonds Dec 2033 Term Corporate ETF Usd
-
$3.49 Billion 1.37% of portfolio
-
Q4 2025 Added 6.05%
$64.7B
$3.22 Billion 1.27% of portfolio
30,676
Q4 2025 Added 13.97%
$0
$2.62 Billion 1.03% of portfolio
53,103
Q4 2025 Added 6.3%
$61.6B
$1.92 Billion 0.76% of portfolio
69,946
Q4 2025 Reduced 7.95%
$0
$1.82 Billion 0.72% of portfolio
37,912
Q4 2025 Added 8.67%
$0
$1.8 Billion 0.71% of portfolio
74,064
Q4 2025 Added 12.66%
$0
$1.74 Billion 0.69% of portfolio
67,468
Q4 2025 Added 2.69%
$11.8B
$1.61 Billion 0.64% of portfolio
34,985
Q4 2025 Reduced 2.45%
$0
$1.26 Billion 0.5% of portfolio
49,183
Q4 2025 Added 9.07%
$0
$1.26 Billion 0.5% of portfolio
49,609
Q4 2025 Added 9.22%
$0
$1.27 Billion 0.5% of portfolio
49,386
Q4 2025 Added 7.91%
Fidelity Enhanced Mid Cap ETF
-
$1.05 Billion 0.42% of portfolio
-
Q4 2025 Added 1.91%
$0
$806 Million 0.32% of portfolio
6,539
Q4 2025 Reduced 6.39%
Fidelity Enhanced International ETF
-
$718 Million 0.28% of portfolio
-
Q4 2025 Reduced 1.44%

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
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email