13F Filings History of Evergreen Wealth Partners LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$118,699,407
Signature - Title
Locke Bielefeldt - Chief Compliance Officer
Location
Kalispell, MT
Summary
This page shows a list of all the recent 13F filings made by Evergreen Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evergreen Wealth Partners LLC reported 79 stock holdings with total value $118,699,407 as of Q4 2025. Top holdings included VONG, SPIB, SPTI, CGDV, and IWF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $118,699,407 $0 $0 $0 VONG, SPIB, SPTI, CGDV, IWF 13F-HR 05 Feb 2026, 15:10