Evergreen Wealth Partners
Evergreen Wealth Partners reported 89 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VONG (13.5%), SPIB (11.2%) and CGDV (8.6%). Compared with Q1 2026, the fund opened new positions in JPEF, JBND and SGOV, added to VONG, SPIB and CGDV, trimmed VGIT, CGGO and V and sold out of IBDS, IBDR and IBDU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VONG Vanguard Russell 1000 | $22.5M | 13.5% | 176K | +4,768 (+3%) | 3 of 3 | |
| 2 |  SPIB Spdr Series Trust | $18.7M | 11.2% | 560K | +9,190 (+2%) | 3 of 3 | |
| 3 |  CGDV Capital Group Dividend | $14.3M | 8.6% | 290K | +57K (+24%) | 3 of 3 | |
| 4 |  SPTI Spdr Series Trust | $11.4M | 6.8% | 401K | +14K (+4%) | 3 of 3 | |
| 5 |  JPEF J P Morgan Exchange Traded F | $6.5M | 3.9% | 81K | New position | 1 of 3 | |
| 6 |  IVV Ishares TR | $5.3M | 3.1% | 7,019 | +1,729 (+33%) | 3 of 3 | |
| 7 |  JBND J P Morgan Exchange Traded F | $5.2M | 3.1% | 97K | New position | 1 of 3 | |
| 8 |  IWF Ishares TR | $4.4M | 2.6% | 36K | +27K (+294%) | 3 of 3 | |
| 9 |  DFIV Dimensional ETF Trust | $4M | 2.4% | 74K | +20K (+36%) | 3 of 3 | |
| 10 |  SHYM Ishares Short Duration High Yield Muni Active ETF | $3.7M | 2.2% | 163K | +11K (+8%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBDS Ishares TR | $318K | 13K |
 IBDR Ishares TR | $315K | 13K |
 IBDU Ishares TR | $255K | 11K |
 IBDT Ishares TR | $253K | 9,989 |
 SHEL Shell PLC | $225K | 2,416 |
🔒 Free account: see all 8.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Evergreen Wealth Partners 13F FAQ
What does Evergreen Wealth Partners own?
Evergreen Wealth Partners reported 89 stocks worth $167M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VONG (13.5%), SPIB (11.2%) and CGDV (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Evergreen Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 42 added to, 29 trimmed and 8 sold out. New positions include JPEF, JBND and SGOV. It sold all of IBDS, IBDR and IBDU.
When will Evergreen Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Evergreen Wealth Partners's portfolio worth?
The Q2 2026 filing reports $167M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.