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Home > Institutional Investor > Evergreen Wealth Partners Llc > Profile

Instuitional Investor - Evergreen Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Wealth Partners Llc
Portfolio Value $166,650,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 VCIT 175,655 $22,450,399 13.47%
2.
Spdr Series Trust
 KRE 559,513 $18,721,288 11.23%
3.
Capital Group Dividend Value
 289,750 $14,278,858 8.57%
4.
Spdr Series Trust
 KRE 401,307 $11,393,086 6.84%
5.
J P Morgan Exchange Traded F - EQUITY FOCUS ETF
 81,434 $6,541,597 3.93%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.