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Evergreen Wealth Partners LLC

SEC CIK
0002101006
Latest filing
Aug 11, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Evergreen Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
360
Value
$268.9K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of SPY by Evergreen Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026360$268.9K0.2%−1−0.3%ReducedHolders
Q1 2026361$235.1K0.2%00.0%UnchangedHolders
Q4 2025361$245.9K0.2%–No prior filingHolders