Evergreen Wealth Partners LLC
CIK 2101006 · Holdings on Jun 30, 2026 · First reported Aug 11, 2026
Top ten holdings
Q2 2026- VONG13.47%
- SPIB11.23%
- CGDV8.57%
- SPTI6.84%
- JPEF3.93%
- IVV3.15%
- JBND3.13%
- IWF2.65%
- DFIV2.39%
- SHYM2.19%
Share classes counted separately57.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPIBWeight decreased · -2.87 pp14.10% → 11.23%Shares +9.19K (+1.67%)
- SPTIWeight decreased · -1.63 pp8.47% → 6.84%Shares +14.20K (+3.67%)
- VGITWeight decreased · -1.21 pp3.08% → 1.87%Shares -14.96K (-22.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $22.45M | 13.47% | 175.66K shares | 14.32% → 13.47%-0.85 pp +4.77K (+2.79%) | Added | ▾ |
| 02 | SPIBSS SPDR P INT C CORP ETFST INTER BD ETF View history and evidence | $18.72M | 11.23% | 559.51K shares | 14.10% → 11.23%-2.87 pp +9.19K (+1.67%) | Added | ▾ |
| 03 | CGDVCAP GROUP DIVIDEND VALUESHS CREAT UNIT View history and evidence | $14.28M | 8.57% | 289.75K shares | 7.57% → 8.57%+1.00 pp +56.62K (+24.29%) | Added | ▾ |
| 04 | SPTISS SPDR P INT TERM TSY ETFST INTER ETF View history and evidence | $11.39M | 6.84% | 401.31K shares | 8.47% → 6.84%-1.63 pp +14.20K (+3.67%) | Added | ▾ |
| 05 | JPEFJPMORGAN EQUITY FOCUS ETFEQUITY FOCUS ETF View history and evidence | $6.54M | 3.93% | 81.43K shares | Prior unavailable +81.43K | New | ▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $5.26M | 3.15% | 7.02K shares | 2.64% → 3.15%+0.51 pp +1.73K (+32.68%) | Added | ▾ |
| 07 | JBNDJPMORGAN ACTIVE BOND ETFACTIVE BOND ETF View history and evidence | $5.21M | 3.13% | 97.38K shares | Prior unavailable +97.38K | New | ▾ |
| 08 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $4.42M | 2.65% | 35.57K shares | 2.94% → 2.65%-0.29 pp +26.53K (+293.52%) | Added | ▾ |
| 09 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $3.98M | 2.39% | 73.65K shares | 2.18% → 2.39%+0.21 pp +19.58K (+36.21%) | Added | ▾ |
| 10 | SHYMISHARES SHORT DURATION HIGHSHOR DURA HI ETF View history and evidence | $3.65M | 2.19% | 162.72K shares | 2.54% → 2.19%-0.35 pp +11.39K (+7.52%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBDS ISHRS IBNDS DEC 27 CORP ETF | Non-derivative | -13,123 | -$318.10K | SEC filing ↗ | SEC filing ↗ |
| IBDR ISHARES IBONDS DEC 2026 TERM | Non-derivative | -13,007 | -$315.29K | SEC filing ↗ | SEC filing ↗ |
| IBDU ISHARES IBONDS DEC 2029 TERM | Non-derivative | -10,954 | -$254.79K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2101006 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 166650339
}Research all 89 reported holdings.
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