Evergreen Private Wealth LLC
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 270,424
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 89 | 270,424 | 13F-HR | Evergreen Private Wealth LLC |
| Q1 2026 | 4/28/2026 | 87 | 247,409 | 13F-HR | Evergreen Private Wealth LLC |
| Q4 2025 | 1/28/2026 | 91 | 253,699 | 13F-HR | Evergreen Private Wealth LLC |
| Q3 2025 | 10/24/2025 | 240 | 246,698 | 13F-HR | Evergreen Private Wealth LLC |
| Q2 2025 | 7/16/2025 | 289 | 238,676 | 13F-HR | Evergreen Private Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 197.6 K | 73.1% | 18.59 K | 0 | 18.59 K |
| ETFs | 53.97 K | 20.0% | 3.732 K | 0 | 3.732 K |
| Debt | 18.88 K | 7.0% | 699 | 0 | 699 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
270,424
Holdings
89
QoQ value change ($000)
23,015
(9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.