account_balance
Investment manager · 13F filer · SEC CIK 2101006
Evergreen Wealth Partners LLC
Reported value$182Mas of Sep 30, 2026
Positions89 8 new, 8 sold out
Top 10 weight57.2%VONG alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VONGVanguard Scottsdale FDS
12.6%
SPIBSPDR Series Trust
10.6%Added +7%
CGDVCapital Group Dividend Value
9.2%Added +18%
SPTISPDR Series Trust
5.9%
IVViShares Tr
3.8%Added +29%
JPEFJ P Morgan Exchange Traded F
3.6%Trimmed −2%
JBNDJ P Morgan Exchange Traded F
3.1%Added +13%
DFIVDimensional ETF Trust
3.0%Added +32%
PAAAPgim ETF Tr
2.9%Added +151%
HFSIHartford FDS Exchange Traded
2.5%Added +693%
IWFiShares Tr
2.3%Trimmed −4%
CGNGCapital Group New Geography
2.3%Added +33%
VONGVanguard Scottsdale FDS
12.6%
SPIBSPDR Series Trust
10.6%Added +7%
CGDVCapital Group Dividend Value
9.2%+18%
SPTISPDR Series Trust
5.9%
IVViShares Tr
3.8%
JPEFJ P Morgan Exchange Traded F
3.6%
JBND3.1%
DFIV3.0%
PAAA
HFSI
IWF2.3%
CGNG
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
VONG Vanguard Scottsdale FDS 12.6% Held
SPIB SPDR Series Trust 10.6% Added +7%
CGDV Capital Group Dividend Value 9.2% Added +18%
SPTI SPDR Series Trust 5.9% Held
IVV iShares Tr 3.8% Added +29%
JPEF J P Morgan Exchange Traded F 3.6% Trimmed −2%
JBND J P Morgan Exchange Traded F 3.1% Added +13%
DFIV Dimensional ETF Trust 3.0% Added +32%
PAAA Pgim ETF Tr 2.9% Added +151%
HFSI Hartford FDS Exchange Traded 2.5% Added +693%
IWF iShares Tr 2.3% Trimmed −4%
CGNG Capital Group New Geography 2.3% Added +33%
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.