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Portfolio (Quarterly) Guide ↗

Evergreen Wealth Partners LLC

· CIK 0002101006
13F Portfolio $167M AUM 89 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 89 New
Page 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC. Communication Services 5,165.0 $369K 0.22% NEW $71.40 +14.5%
62 PEP PEPSICO INC Consumer Defensive 2,710.0 $367K 0.22% NEW $135.41 +4.2%
63 BROS DUTCH BROS INC Consumer Cyclical 5,058.0 $363K 0.22% NEW $71.81 -30.5%
64 J P MORGAN EXCHANGE TRADED F 7,127.0 $360K 0.22% NEW $50.57
65 ESGV VANGUARD WORLD FD 2,687.0 $355K 0.21% NEW $132.23 +3.3%
66 MCD MCDONALDS CORP Consumer Cyclical 1,284.0 $347K 0.21% NEW $270.35 -2.0%
67 BAI BLACKROCK ETF TRUST 6,528.0 $344K 0.21% NEW $52.72 -16.3%
68 GOOGL ALPHABET INC Communication Services 911.0 $325K 0.20% NEW $357.24 -3.0%
69 AMZN AMAZON COM INC Consumer Cyclical 1,334.0 $318K 0.19% NEW $238.41 +11.8%
70 CGHM CAPITAL GRP FIXED INCM ETF T 11,781.0 $305K 0.18% NEW $25.85 -1.9%
71 MUR MURPHY OIL CORP Energy 9,260.0 $302K 0.18% NEW $32.56 +9.4%
72 CVX CHEVRON CORPORATION Energy 1,799.0 $298K 0.18% NEW $165.72 +21.8%
73 ABT ABBOTT LABORATORIES Healthcare 3,078.0 $279K 0.17% NEW $90.73 +24.0%
74 SPY STATE STR SPDR S&P 500 ETF T Financial Services 360.0 $269K 0.16% NEW $746.99 +3.0%
75 SBUX STARBUCKS CORP Consumer Cyclical 2,621.0 $268K 0.16% NEW $102.20 +5.5%
76 LLY ELI LILLY & CO Healthcare 212.0 $255K 0.15% NEW $1200.93 -2.3%
77 NEE NEXTERA ENERGY INC Utilities 2,821.0 $248K 0.15% NEW $87.77 -6.8%
78 DIS DISNEY WALT CO Communication Services 2,496.0 $240K 0.14% NEW $96.25 +12.3%
79 ORCL ORACLE CORP Technology 1,635.0 $240K 0.14% NEW $146.57 +2.8%
80 NKE NIKE INC Consumer Cyclical 5,746.0 $236K 0.14% NEW $41.05 -3.5%
Page 4 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.0%
Consumer Cyclical 21.5%
Financial Services 17.1%
Consumer Defensive 16.2%
Healthcare 9.1%
Energy 4.5%
Communication Services 4.3%
Utilities 2.1%
Industrials 1.1%
Real Estate 1.1%