13F Filings History of Evergreen Private Wealth LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$253,699,298
Signature - Title
Elizabeth Manteau - Chief Compliance Officer
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Evergreen Private Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evergreen Private Wealth LLC reported 91 stock holdings with total value $253,699,298 as of Q4 2025. Top holdings included AMAT, GOOGL, QEFA, ADBE, and CHKP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 91 $253,699,298 +$22,506,605 -$14,096,645 +$8,409,960 AMAT, GOOGL, QEFA, ADBE, CHKP 13F-HR 28 Jan 2026, 14:47
Q3 2025 238 $246,698,428 +$7,934,904 -$10,682,596 -$2,747,692 GOOGL, AMAT, NFLX, QEFA, JPM 13F-HR 24 Oct 2025, 15:14
Q2 2025 289 $238,676,339 +$18,237,093 -$8,766,011 +$9,471,082 NFLX, CHKP, QEFA, AMAT, MSFT 13F-HR 16 Jul 2025, 12:40
Q1 2025 189 $213,963,231 +$5,662,429 -$2,321,438 +$3,340,991 CHKP, BRKB, NFLX, QEFA, TLH 13F-HR 01 May 2025, 17:58
Q4 2024 198 $213,436,275 +$14,327,538 -$12,433,402 +$1,894,136 NFLX, CHKP, BRKB, TLH, JPM 13F-HR 06 Feb 2025, 18:21
Q3 2024 211 $215,717,909 +$5,417,907 -$2,467,389 +$2,950,518 CHKP, AMAT, BRKB, QEFA, NFLX 13F-HR 31 Oct 2024, 17:53
Q2 2024 212 $202,980,414 +$9,690,887 -$6,994,531 +$2,696,356 AMAT, CHKP, MSFT, BRKB, GOOGL 13F-HR 12 Aug 2024, 18:46
Q1 2024 210 $199,622,411 +$46,388,917 -$42,916,238 +$3,472,679 AMAT, CHKP, BRKB, QEFA, MSFT 13F-HR 16 Apr 2024, 19:10
Q4 2023 225 $185,490,729 $0 $0 $0 PJAN, AMAT, AMZN, ADBE, INTU 13F-HR 08 Feb 2024, 14:09