Evergreen Wealth Partners LLC
13F Portfolio Filings
Most recent 13F
Q1 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
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