Evergreen Private Wealth LLC
•CIK: 2010098•Filing: Q4 2025
**Evergreen Private Wealth LLC** manages $254M across a portfolio of 91 positions, exhibiting a concentrated, blue-chip tilt. Top holdings reveal significant allocations to technology and industrials, notably AMAT ($10.7M) and GOOGL ($10.2M). The fund maintains substantial exposure to diverse sectors, including software (ADBE at $8.7M) and financial services (JPM at $7.6M). This positioning suggests a focus on established market leaders with deep operational moats.
Total AUM
$253.7M
QoQ Performance
+2.8%
Positions
91
Top 10 Concentration
34.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AMAT4.2%
GOOGL4.0%
QEFA4.0%
ADBE3.4%
CHKP3.4%
BRK/B3.3%
TLH3.3%
MSFT3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.9%
Technology15.7%
Financial6.4%
Communication4.0%
Healthcare3.3%
Consumer2.8%
Consumer Staples1.9%
Real Estate1.6%
🚪 Exited Positionssold since Q3 2025
+142 more exited positions
Changes from Q3 2025
↑51 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023