Evergreen Wealth Partners LLC
•CIK: 2101006•Filing: Q4 2025
**Evergreen Wealth Partners LLC** manages $119M across a diversified portfolio of 79 positions. The fund exhibits significant concentration in core holdings, notably VONG ($20.7M) and SPIB ($17.0M), representing a substantial portion of its current allocation. Further notable exposures include SPTI ($10.5M) and CGDV ($5.8M), suggesting a strategic focus across various market sectors. This positioning indicates a disciplined, concentrated approach to generating alpha within its mandate.
Total AUM
$118.7M
QoQ Performance
N/A
Positions
52
Top 10 Concentration
61.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VONG
SPIB
SPTI
VONG17.4%
SPIB14.4%
SPTI8.8%
CGDV4.9%
IWF3.7%
PULS2.9%
PAAA2.8%
JMST2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other83.1%
Technology4.6%
Consumer3.8%
Financial3.1%
ETF2.4%
Healthcare1.6%
Communication0.5%
Consumer Staples0.4%