Evergreen Wealth Partners LLC
Evergreen Wealth Partners LLC reported 89 holdings worth US$167M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Evergreen Wealth Partners LLC reported 89 holdings worth US$167M as of Jun 30, 2026. Largest: Costco Wholesale Corporation, Visa Inc. and Apple Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$167M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Costco Wholesale Corporation | 3,327 | US$3.11M | 1.9% |
| Visa Inc. | 6,750 | US$2.32M | 1.4% |
| Apple Inc | 7,093 | US$2.05M | 1.2% |
| Murphy Usa Inc. | 3,303 | US$1.78M | 1.1% |
| Microsoft Corp. | 4,535 | US$1.69M | 1.0% |
| Johnson & Johnson | 3,795 | US$964K | 0.58% |
| Alphabet Inc (google) Class C | 2,656 | US$949K | 0.57% |
| Tesla, Inc. | 2,187 | US$920K | 0.55% |
| Berkshire Hathaway Inc. | 1,785 | US$893K | 0.54% |
| Abbvie Inc. | 1,866 | US$470K | 0.28% |
| Home Depot, Inc. (the) | 1,126 | US$397K | 0.24% |
| Applied Materials, Inc. | 542 | US$392K | 0.24% |
| Nvidia Corporation | 1,871 | US$374K | 0.22% |
| Exxon Mobil Corporation | 2,703 | US$370K | 0.22% |
| Netflix, Inc. | 5,165 | US$369K | 0.22% |
| Pepsico, Inc. | 2,710 | US$367K | 0.22% |
| Dutch Bros Inc. | 5,058 | US$363K | 0.22% |
| Mcdonald's Corporation | 1,284 | US$347K | 0.21% |
| Amazon.com, Inc. | 1,334 | US$318K | 0.19% |
| Murphy Oil Corporation | 9,260 | US$302K | 0.18% |
| Chevron Corporation | 1,799 | US$298K | 0.18% |
| Abbott Laboratories | 3,078 | US$279K | 0.17% |
| Starbucks Corporation | 2,621 | US$268K | 0.16% |
| Eli Lilly And Company | 212 | US$255K | 0.15% |
| Nextera Energy, Inc. | 2,821 | US$248K | 0.15% |
| Walt Disney Company (the) | 2,496 | US$240K | 0.14% |
| Oracle Corporation | 1,635 | US$240K | 0.14% |
| Nike, Inc. | 5,746 | US$236K | 0.14% |
| Realty Income Corporation | 3,770 | US$234K | 0.14% |
| Mastercard Incorporated | 445 | US$229K | 0.14% |
| Caterpillar, Inc. | 212 | US$226K | 0.14% |
| Atmos Energy Corporation | 1,196 | US$206K | 0.12% |
| Advanced Micro Devices Inc | 353 | US$205K | 0.12% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Stryker Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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