Evergreen Wealth Partners LLC
All 13F Filings
- Location
- Kalispell, MT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 166,650
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 89 | 166,650 | 13F-HR | Evergreen Wealth Partners LLC |
| 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 | 43.69 K | 26.3% | 9.835 K | 0 | 9.835 K |
| ETFs | 116.5 K | 70.1% | 21.41 K | 0 | 21.41 K |
| Debt | 5.973 K | 3.6% | 4.466 K | 0 | 4.466 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
166,650
Holdings
89
QoQ value change ($000)
35,710
(27.3%)
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.