Portfolio (Quarterly) Guide ↗

Evergreen Private Wealth LLC

· CIK 0002010098

13F Portfolio $270M AUM 89 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 29 Added 23 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FDHY	FIDELITY ENHANCED HIGH YIELD ETF	—	54,451	$2.6M	1.07%	SOLD
2	FMHI	FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF	—	40,205	$1.9M	0.77%	SOLD

Sector Allocation

Technology 37.8%

Consumer Cyclical 12.1%

Communication Services 11.7%

Industrials 9.7%

Healthcare 9.3%

Financial Services 8.6%

Energy 5.2%

Consumer Defensive 2.8%

Real Estate 2.5%

Utilities 0.1%