Evergreen Private Wealth LLC
Follow13F filer, CIK 2010098, GREENWOOD VILLAGE, CO
Evergreen Private Wealth LLC reported $253,699,298 across 91 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-28. Its ten largest share positions make up 34.72% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002010098-26-000001
- Period
- 2025-12-31
- Reported value
- $254M
- Holdings
- 91
- Top 10 weight
- 34.72%
- New
- 0
- Sold out
- 149
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NFLXadded | +62,008 | $5.81M |
| ADBEadded | +6,097 | $2.13M |
| ZTSadded | +13,368 | $1.68M |
| FTNTadded | +18,291 | $1.45M |
| CHKPadded | +5,970 | $1.11M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGLreduced | -12,755 | -$3.99M |
| ANETreduced | -11,813 | -$1.55M |
| AMATreduced | -4,521 | -$1.16M |
| JPMreduced | -3,397 | -$1.09M |
| HCAreduced | -1,944 | -$908K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 91 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ORCLORACLE CORP | 370 | $104K | shares |
| IJKISHARES TR | 967 | $92.7K | shares |
| MCOMOODYS CORP | 189 | $90.1K | shares |
| VOVANGUARD INDEX FDS | 304 | $89.3K | shares |
| XOMEXXON MOBIL CORP | 770 | $86.8K | shares |
| VOOGVANGUARD ADMIRAL FDS INC | 188 | $82K | shares |
| IJJISHARES TR | 631 | $81.9K | shares |
| PDECINNOVATOR ETFS TRUST | 1,767 | $74.2K | shares |
| PPGPPG INDS INC | 688 | $72.3K | shares |
| PYPLPAYPAL HLDGS INC | 1,052 | $70.5K | shares |
| TJXTJX COS INC NEW | 473 | $68.4K | shares |
| PGPROCTER & GAMBLE CO | 431 | $66.2K | shares |
| METAMETA PLATFORMS INC | 89 | $65.4K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 68 | $62.9K | shares |
| IBDUISHARES TR | 2,661 | $62.5K | shares |
| ITOTISHARES TR | 420 | $61.2K | shares |
| JNJJOHNSON & JOHNSON | 323 | $59.9K | shares |
| GOOGALPHABET INC | 238 | $58K | shares |
| UNHUNITEDHEALTH GROUP INC | 166 | $57.3K | shares |
| BALLBALL CORP | 1,041 | $52.5K | shares |
| CATCATERPILLAR INC | 104 | $49.6K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 1,058 | $47.7K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 68 | $45.3K | shares |
| QUALISHARES TR | 207 | $40.3K | shares |
| TSLATESLA INC | 86 | $38.2K | shares |
| MUBISHARES TR | 350 | $37.3K | shares |
| FIXDFIRST TR EXCHNG TRADED FD VI | 807 | $35.8K | shares |
| KLACKLA CORP | 32 | $34.5K | shares |
| DECKDECKERS OUTDOOR CORP | 340 | $34.5K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 123 | $34.4K | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 141 | $33.6K | shares |
| CROXCROCS INC | 400 | $33.4K | shares |
| URIUNITED RENTALS INC | 35 | $33.4K | shares |
| AJGGALLAGHER ARTHUR J & CO | 96 | $29.7K | shares |
| ISRGINTUITIVE SURGICAL INC | 66 | $29.5K | shares |
| IJRISHARES TR | 239 | $28.4K | shares |
| ABTABBOTT LABORATORIES | 201 | $26.9K | shares |
| LOWLOWES COS INC | 106 | $26.6K | shares |
| UAPRINNOVATOR ETFS TRUST | 816 | $26.2K | shares |
| MCDMCDONALDS CORP | 84 | $25.5K | shares |
| IJHISHARES TR | 378 | $24.7K | shares |
| HYDVANECK ETF TRUST | 470 | $23.9K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 600 | $23.5K | shares |
| AVGOBROADCOM INC | 70 | $23.1K | shares |
| GLDSPDR GOLD TR | 60 | $21.3K | shares |
| ISHARESISHARES | 752 | $20.2K | shares |
| RCLROYAL CARIBBEAN GROUP | 60 | $19.4K | shares |
| DEDEERE & CO | 41 | $18.7K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 302 | $18.1K | shares |
| DISDISNEY WALT CO | 158 | $18.1K | shares |
| IWMISHARES TR | 74 | $17.9K | shares |
| NMAXNEWSMAX INC | 1,348 | $16.7K | shares |
| LUVSOUTHWEST AIRLS CO | 508 | $16.2K | shares |
| QLYSQUALYS INC | 115 | $15.2K | shares |
| CORCENCORA INC | 48 | $15K | shares |
| MCKMCKESSON CORP | 18 | $13.9K | shares |
| PEPPEPSICO INC | 97 | $13.7K | shares |
| PWRQUANTA SVCS INC | 33 | $13.7K | shares |
| USSGDBX ETF TR | 220 | $13.5K | shares |
| XLVSELECT SECTOR SPDR TR | 95 | $13.2K | shares |
| AZOAUTOZONE INC | 3 | $12.9K | shares |
| MSIMOTOROLA SOLUTIONS INC | 28 | $12.8K | shares |
| DRLLEA SERIES TRUST | 390 | $11.2K | shares |
| IYWISHARES TR | 56 | $11K | shares |
| GEGE AEROSPACE | 36 | $10.8K | shares |
| BKNGBOOKING HOLDINGS INC | 2 | $10.8K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 15 | $10.5K | shares |
| VRSKVERISK ANALYTICS INC | 39 | $9.81K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 50 | $9.12K | shares |
| NVTNVENT ELEC PLC | 85 | $8.38K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 23 | $8.08K | shares |
| MSCIMSCI INC | 14 | $7.94K | shares |
| DASHDOORDASH INC | 29 | $7.89K | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 17 | $7.75K | shares |
| WMTWALMART INC | 73 | $7.57K | shares |
| SHOPSHOPIFY INC | 50 | $7.43K | shares |
| BSXBOSTON SCIENTIFIC CORP | 70 | $6.83K | shares |
| GEVGE VERNOVA INC | 11 | $6.76K | shares |
| ITTITT INC | 37 | $6.61K | shares |
| NICENICE LTD | 41 | $5.94K | shares |
| NGVCNATURAL GROCERS BY VITAMIN | 147 | $5.88K | shares |
| CNOCNO FINL GROUP INC | 148 | $5.85K | shares |
| PRIPRIMERICA INC | 21 | $5.83K | shares |
| LULULULULEMON ATHLETICA INC | 32 | $5.69K | shares |
| COPXGLOBAL X FDS | 89 | $5.34K | shares |
| MPCMARATHON PETE CORP | 25 | $4.82K | shares |
| CSCOCISCO SYS INC | 70 | $4.79K | shares |
| NBNIOCORP DEVS LTD | 710 | $4.74K | shares |
| PHMPULTE GROUP INC | 35 | $4.62K | shares |
| WFCWELLS FARGO & CO | 55 | $4.61K | shares |
| SSENTINELONE INC | 250 | $4.4K | shares |
| MUMICRON TECHNOLOGY INC | 26 | $4.35K | shares |
| ARESARES MANAGEMENT CORPORATION | 27 | $4.32K | shares |
| CPERUNITED STS COMMODITY INDEX F | 142 | $4.25K | shares |
| UBERUBER TECHNOLOGIES INC | 43 | $4.21K | shares |
| WELLWELLTOWER INC | 23 | $4.1K | shares |
| LRCXLAM RESEARCH CORP | 30 | $4.02K | shares |
| TDGTRANSDIGM GROUP INC | 3 | $3.95K | shares |
| ORIOLD REP INTL CORP | 93 | $3.95K | shares |
| BILSPDR SERIES TRUST | 43 | $3.94K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 10 | $3.92K | shares |
| TECKTECK RESOURCES LTD | 89 | $3.89K | shares |
| NOWSERVICENOW INC | 4 | $3.68K | shares |
| NETCLOUDFLARE INC | 17 | $3.65K | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 14 | $3.62K | shares |
| HUBBHUBBELL INC | 8 | $3.44K | shares |
| COINCOINBASE GLOBAL INC | 10 | $3.38K | shares |
| OGEOGE ENERGY CORP | 71 | $3.29K | shares |
| NKENIKE INC | 46 | $3.21K | shares |
| ISHARES TRISHARES TR | 123 | $3.1K | shares |
| HEI-AHEICO CORP NEW | 12 | $3.05K | shares |
| CEGCONSTELLATION ENERGY CORP | 9 | $2.96K | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 11 | $2.85K | shares |
| INTCINTEL CORP | 83 | $2.79K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 29 | $2.77K | shares |
| WMBWILLIAMS COS INC | 43 | $2.72K | shares |
| SPGSIMON PPTY GROUP INC NEW | 14 | $2.63K | shares |
| UVSPUNIVEST FINANCIAL CORPORATIO | 87 | $2.61K | shares |
| RUSHBRUSH ENTERPRISES INC | 45 | $2.58K | shares |
| BKEBUCKLE INC | 43 | $2.52K | shares |
| COFCAPITAL ONE FINL CORP | 11 | $2.34K | shares |
| MELIMERCADOLIBRE INC | 1 | $2.34K | shares |
| ZMZOOM COMMUNICATIONS INC | 27 | $2.23K | shares |
| MSMORGAN STANLEY | 14 | $2.23K | shares |
| LAZLAZARD INC | 42 | $2.22K | shares |
| BABOEING CO | 10 | $2.16K | shares |
| LECOLINCOLN ELEC HLDGS INC | 9 | $2.12K | shares |
| TNYATENAYA THERAPEUTICS INC | 1,263 | $2.05K | shares |
| UCBUNITED CMNTY BKS BLAIRSVLE G | 62 | $1.94K | shares |
| MSTRSTRATEGY INC | 6 | $1.93K | shares |
| IONQIONQ INC | 30 | $1.84K | shares |
| PSXPHILLIPS 66 | 13 | $1.77K | shares |
| OXYOCCIDENTAL PETE CORP | 32 | $1.51K | shares |
| NEMNEWMONT CORP | 16 | $1.35K | shares |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 50 | $1.23K | shares |
| ABNBAIRBNB INC | 10 | $1.21K | shares |
| XLKSELECT SECTOR SPDR TR | 4 | $1.13K | shares |
| HACKAMPLIFY ETF TR | 10 | $868 | shares |
| ASMAVINO SILVER & GOLD MINES LT | 162 | $851 | shares |
| WULFTERAWULF INC | 65 | $742 | shares |
| RBLXROBLOX CORP | 5 | $693 | shares |
| BACBANK OF AMER CORP | 13 | $671 | shares |
| FSLRFIRST SOLAR INC | 3 | $662 | shares |
| FCXFREEPORT MCMORAN INC | 5 | $196 | shares |
| URBAN-GRO INCURBAN-GRO INC | 300 | $124 | shares |
| DGSWISDOMTREE TR | 1 | $57 | shares |
| ICLNISHARES TR | 3 | $46 | shares |
| HONHONEYWELL INTL INC | 0 | $0 | shares |
| INFYINFOSYS LTD | 0 | $0 | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002010098-26-000001 | base | 2026-01-28 | acceptance time not in the bulk data set |