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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.1 Billion 3.97% of portfolio
111,139
Q4 2025 Added 8.22%
$0
$8.3 Billion 3.27% of portfolio
81,655
Q4 2025 Added 6.11%
$0
$6.63 Billion 2.61% of portfolio
169,899
Q4 2025 Reduced 2.79%
$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%
$0
$4.92 Billion 1.94% of portfolio
200,446
Q4 2025 Added 7.5%
$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%
$0
$3.48 Billion 1.37% of portfolio
136,152
Q4 2025 Added 5.02%
$0
$2.62 Billion 1.03% of portfolio
53,103
Q4 2025 Added 6.3%
$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%
$0
$1.26 Billion 0.5% of portfolio
49,183
Q4 2025 Added 9.07%
$0
$1.27 Billion 0.5% of portfolio
49,386
Q4 2025 Added 7.91%
$0
$806 Million 0.32% of portfolio
6,539
Q4 2025 Reduced 6.39%
$0
$672 Million 0.26% of portfolio
3,167
Q4 2025 Added 1.83%
$0
$537 Million 0.21% of portfolio
12,023
Q4 2025 Reduced 1.69%
$0
$463 Million 0.18% of portfolio
19,802
Q4 2025 Added 3.05%
$0
$329 Million 0.13% of portfolio
8,407
Q4 2025 Reduced 6.55%
$0
$327 Million 0.13% of portfolio
6,845
Q4 2025 Added 1.17%
$0
$304 Million 0.12% of portfolio
2,154
Q4 2025 Added 6.37%
$0
$311 Million 0.12% of portfolio
5,790
Q4 2025 Reduced 5.08%
$0
$206 Million 0.08% of portfolio
301
Q4 2023 New
$0
$167 Million 0.07% of portfolio
3,547
Q2 2024 Reduced 60.94%
$0
$171 Million 0.07% of portfolio
6,788
Q4 2025 Added 2.54%
$0
$172 Million 0.07% of portfolio
1,418
Q3 2025 Reduced 0.28%
$0
$173 Million 0.07% of portfolio
517
Q3 2025 Reduced 5.14%
$0
$181 Million 0.07% of portfolio
5,007
Q4 2025 Reduced 8.66%
$0
$188 Million 0.07% of portfolio
4,246
Q4 2025 Reduced 17.07%
$0
$148 Million 0.06% of portfolio
313
Q1 2024 Reduced 14.48%
$0
$157 Million 0.06% of portfolio
1,220
Q4 2025 Reduced 9.96%
$0
$133 Million 0.05% of portfolio
1,173
Q4 2025 Reduced 5.17%

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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