Evergreen Wealth Partners LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Kalispell, MT
CIK
0002101006
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 89 166,650 VONG, SPIB, CGDV, SPTI 13F-HR 8/11/2026 000195175726001210
Q1 2026 84 130,939 VONG, SPIB, SPTI, CGDV 13F-HR 5/8/2026 000195175726000804
Q4 2025 79 118,699 VONG, SPIB, SPTI, CGDV 13F-HR 2/5/2026 000195175726000369