Portfolio (Quarterly) Guide ↗

Evergreen Private Wealth LLC

· CIK 0002010098

13F Portfolio $247M AUM 87 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 47 Added 23 Reduced 9 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MDLZ	MONDELEZ INTL INC COM NPV	Consumer Defensive	87,259	$4.7M	1.85%	SOLD
2	NUMV	NUSHARES ETF TR NUVEEN ESG MIDVL	—	8,407	$329K	0.13%	SOLD
3	NUMG	NUSHARES ETF TR NUVEEN ESG MIDCP	—	6,845	$327K	0.13%	SOLD
4	NUDM	NUSHARES ETF TR NUVEEN ESG INTL	—	5,007	$181K	0.07%	SOLD
5	SUSL	ISHARES TR ESG MSCI LEADR	—	1,418	$172K	0.07%	SOLD
6	DSI	ISHARES TRUST ESG MSCI KLD 400 ETF	—	1,220	$157K	0.06%	SOLD
7	FISV	FISERV INC COM STK USD0.01	Technology	1,975	$133K	0.05%	SOLD
8	VRSN	VERISIGN INC	Technology	511	$124K	0.05%	SOLD
9	A	AGILENT TECHNOLOGIES INC COM USD0.01	Healthcare	818	$111K	0.04%	SOLD

Sector Allocation

Technology 31.9%

Communication Services 13.1%

Consumer Cyclical 13.0%

Healthcare 11.8%

Industrials 10.4%

Financial Services 8.2%

Energy 5.9%

Consumer Defensive 2.9%

Real Estate 2.6%

Utilities 0.1%