Evergreen Wealth Partners LLC
- SEC CIK
- 0002101006
- Latest filing
- Aug 11, 2026
The latest 13F from Evergreen Wealth Partners LLC covers Q2 2026 (filed Aug 11, 2026): 89 long positions worth $166.7M. The top 10 holdings make up 57.5% of the portfolio, and the largest is Vanguard Scottsdale FDS at 13.5%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 13
- Est. +$17.4M
- Added
- 43
- Est. +$15.4M
- Reduced
- 30
- Est. −$4.48M
- Sold out
- 8
- Est. −$2.02M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Scottsdale FDS92206C68013.5%$22.5M
- State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A37511.2%$18.7M
- Capital Group Dividend Value14020W1068.6%$14.3M
- SPDR Series Trust78464A6726.8%$11.4M
- J P Morgan Exchange Traded F46654Q7813.9%$6.54M
Biggest buys
New and added positions, by estimated amount bought
- J P Morgan Exchange Traded F46654Q781+$6.54MNew
- J P Morgan Exchange Traded F46654Q716+$5.21MNew
- Capital Group Dividend Value14020W106+$2.79MAdded
- Capital Group New Geography14021N105+$1.44MAdded
- iShares Core S&P 500 ETF464287200+$1.29MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- J P Morgan Exchange Traded F46654Q781+3.93 pp0.0% → 3.9%
- J P Morgan Exchange Traded F46654Q716+3.13 pp0.0% → 3.1%
- Capital Group Dividend Value14020W106+0.99 pp7.6% → 8.6%
- Capital Group New Geography14021N105+0.78 pp1.2% → 2.0%
- iShares Tr46436E718+0.77 pp0.0% → 0.8%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- JPMorgan Ultra-Short Income ETF46641Q837−$1.03MReduced
- Vanguard Scottsdale FDS92206C706−$882.2KReduced
- iShares Tr464288372−$508.4KReduced
- Capital Group GBL Growth EQT14020X104−$455.6KReduced
- iShares U.S. Medical Devices ETF464288810−$452.1KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Scottsdale FDS92206C706−1.21 pp3.1% → 1.9%
- JPMorgan Ultra-Short Income ETF46641Q837−0.85 pp1.1% → 0.2%
- iShares U.S. Medical Devices ETF464288810−0.57 pp1.1% → 0.5%
- iShares Tr464288372−0.49 pp0.9% → 0.4%
- RBB Fund Trust75526L886−0.40 pp0.7% → 0.3%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $166.7M
- +$35.7M (+27.3%) vs. prior quarter
- Positions
- 89
- +5 vs. prior quarter
- Top 10 concentration
- 57.5%
- Top 10 as share of value
- Turnover
- 4.4%
- Q2 2026, one quarter
- Average holding period
- 2.7 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $166.7M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 11, 2026 | 89 | $166.7M | Vanguard Scottsdale FDSState Street SPDR Portfolio Intermediate Term Corporate Bond ETFCapital Group Dividend Value | vs. Q1 2026 | SEC |
| Q1 2026 | May 8, 2026 | 84 | $130.9M | Vanguard Scottsdale FDSState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSPDR Series Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 5, 2026 | 79 | $118.7M | Vanguard Scottsdale FDSState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSPDR Series Trust | – | SEC |