account_balance
Investment manager · 13F filer · SEC CIK 2010098
Evergreen Private Wealth LLC
Reported value$273Mas of Sep 30, 2026
Positions68 2 new, 23 sold out
Top 10 weight36.3%AMAT alone is 6%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMATApplied Materials Inc
6.0%Trimmed −9%
QEFASPDR Index Shares Funds State Street SPDR MSCI EAFE Strategicfactors ETF
4.0%
GOOGLAlphabet Inc.
4.0%
MSFTMicrosoft Corp
3.5%Added +10%
TMOThermo Fisher Scientific Inc.
3.4%
BRK-BBerkshire Hathaway Inc
3.3%Added +4%
ANETArista Networks, Inc.
3.2%Trimmed −4%
ROSTRoss Stores, Inc.
3.1%Trimmed −3%
TLHiShares Tr 10-20 Yr TRS ETF
3.0%Added +7%
AAPLApple Inc.
2.9%Trimmed −2%
JPMJPMorgan Chase & Co
2.8%
XSOEWisdomtree Tr Em Ex St-Owned
2.8%
AMATApplied Materials Inc
6.0%Trimmed −9%
QEFASPDR Index Shares Funds State Street SPDR MSCI EAFE Strategicfactors ETF
4.0%
GOOGLAlphabet Inc.
4.0%
MSFTMicrosoft Corp
3.5%+10%
TMOThermo Fisher Scientific Inc.
3.4%
BRK-BBerkshire Hathaway Inc
3.3%+4%
ANETArista Networks, Inc.
3.2%
ROSTRoss Stores, Inc.
3.1%
TLHiShares Tr 10-20 Yr TRS ETF
3.0%
AAPLApple Inc.
2.9%
JPMJPMorgan Chase & Co
2.8%
XSOEWisdomtree Tr Em Ex St-Owned
2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMAT Applied Materials Inc 6.0% Trimmed −9%
QEFA SPDR Index Shares Funds State Street SPDR MSCI EAFE Strategicfactors ETF 4.0% Held
GOOGL Alphabet Inc. 4.0% HeldMSFT Microsoft Corp 3.5% Added +10%TMO Thermo Fisher Scientific Inc. 3.4% HeldBRK-B Berkshire Hathaway Inc 3.3% Added +4%ANET Arista Networks, Inc. 3.2% Trimmed −4%ROST Ross Stores, Inc. 3.1% Trimmed −3%TLH iShares Tr 10-20 Yr TRS ETF 3.0% Added +7%
AAPL Apple Inc. 2.9% Trimmed −2%JPM JPMorgan Chase & Co 2.8% HeldXSOE Wisdomtree Tr Em Ex St-Owned 2.8% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.