Evergreen Wealth Partners LLC ETF holdings
Kalispell, MT
Reported $144.7M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$144.7M
ETFs held
54
Change from prior quarter
+29.1%
With price moves
ETFs as a share of its 13F
86.8%
of $166.7M
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VONG | Vanguard Russell 1000 Growth ETF | $22.5M | 175,655 | +4,768 shares |
| SPIB | State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF | $18.7M | 559,513 | +9,190 shares |
| CGDV | Capital Group Dividend Value ETF | $14.3M | 289,750 | +56,622 shares |
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $11.4M | 401,307 | +14,201 shares |
| JPEF | JPMorgan Equity Focus ETF | $6.5M | 81,434 | New position |
| IVV | iShares Core S&P 500 ETF | $5.3M | 7,019 | +1,729 shares |
| JBND | Jpmorgan Active Bond ETF | $5.2M | 97,378 | New position |
| IWF | iShares Russell 1000 Growth ETF | $4.4M | 35,566 | +26,528 shares |
| DFIV | Dimensional International Value ETF | $4.0M | 73,647 | +19,579 shares |
| SHYM | iShares Short Duration High Yield Muni Active ETF | $3.7M | 162,722 | +11,386 shares |
44 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002101006. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Evergreen Wealth Partners LLC own?
Evergreen Wealth Partners LLC reported 54 ETF positions worth $144.7M in its Form 13F for June 30, 2026. The largest was VONG, at $22.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.