Evergreen Wealth Partners LLC
All 13F Filings
- Location
- Kalispell, MT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 130,940
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 84 | 130,940 | 13F-HR | Evergreen Wealth Partners LLC |
| Q4 2025 | 2/5/2026 | 79 | 118,699 | 13F-HR | Evergreen Wealth Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 33.85 K | 26.0% | 0 | 63.59 K | -63.59 K |
| ETFs | 95.05 K | 72.9% | 75.22 K | 0 | 75.22 K |
| Debt | 1.507 K | 1.2% | 613 | 0 | 613 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
130,940
Holdings
84
QoQ value change ($000)
12,241
(10.3%)
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.