Evergreen Wealth Partners LLC
Net buyer this quarter
$167M
41
+$1.8M
10.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COST | $3.11M | 1.87% | 0.00% | +62.9% | Q4 2025 |
 V | $2.32M | 1.39% | 0.00% | -3.4% | Q4 2025 |
 PULS | $2.1M | 1.26% | 0.24% | -2.7% | Q4 2025 |
 AAPL | $2.05M | 1.23% | 0.00% | +3.6% | Q4 2025 |
 MUSA | $1.78M | 1.07% | 0.02% | Not reported | Q4 2025 |
 MSFT | $1.69M | 1.01% | 0.00% | +2.0% | Q4 2025 |
 SUSA | $1.2M | 0.72% | Not reported | -0.9% | Q4 2025 |
 JNJ | $964K | 0.58% | 0.00% | +0.3% | Q4 2025 |
 TSLA | $920K | 0.55% | 0.00% | -1.8% | Q4 2025 |
 BRK.B | $893K | 0.54% | Not reported | +24.3% | Q4 2025 |
 QQQ | $773K | 0.46% | Not reported | -2.7% | Q4 2025 |
 GOOG | $624K | 0.37% | Not reported | +17.7% | Q4 2025 |
 SMH | $481K | 0.29% | Not reported | +2.2% | Q4 2025 |
 ABBV | $470K | 0.28% | 0.00% | +0.8% | Q4 2025 |
 HD | $397K | 0.24% | 0.00% | -0.4% | Q4 2025 |
 AMAT | $392K | 0.24% | 0.00% | New | Q2 2026 |
 SMMU | $379K | 0.23% | Not reported | -31.2% | Q4 2025 |
 NVDA | $374K | 0.22% | 0.00% | +4.1% | Q4 2025 |
 XOM | $370K | 0.22% | 0.00% | +52.1% | Q4 2025 |
 NFLX | $369K | 0.22% | 0.00% | +122.8% | Q4 2025 |
 PEP | $367K | 0.22% | 0.00% | -1.9% | Q4 2025 |
 BROS | $363K | 0.22% | 0.00% | +0.4% | Q4 2025 |
 MCD | $347K | 0.21% | 0.00% | -0.6% | Q4 2025 |
| GOOGL | $325K | 0.20% | 0.00% | -2.0% | Q4 2025 |
 AMZN | $318K | 0.19% | 0.00% | +13.7% | Q4 2025 |
 MUR | $302K | 0.18% | 0.01% | Not reported | Q4 2025 |
 CVX | $298K | 0.18% | 0.00% | New | Q2 2026 |
 ABT | $279K | 0.17% | 0.00% | -0.2% | Q4 2025 |
 SPY | $269K | 0.16% | Not reported | -0.3% | Q4 2025 |
 SBUX | $268K | 0.16% | 0.00% | -8.2% | Q4 2025 |
 LLY | $255K | 0.15% | 0.00% | -5.8% | Q4 2025 |
 NEE | $248K | 0.15% | 0.00% | +0.5% | Q4 2025 |
 DIS | $240K | 0.14% | 0.00% | -10.0% | Q4 2025 |
 ORCL | $240K | 0.14% | 0.00% | -0.9% | Q4 2025 |
 NKE | $236K | 0.14% | 0.00% | -4.7% | Q4 2025 |
 O | $234K | 0.14% | 0.00% | -6.8% | Q4 2025 |
 MA | $229K | 0.14% | 0.00% | -2.6% | Q4 2025 |
 CAT | $226K | 0.14% | 0.00% | New | Q2 2026 |
 ATO | $206K | 0.12% | 0.00% | +0.6% | Q1 2026 |
 AMD | $205K | 0.12% | 0.00% | New | Q2 2026 |
 CLM | $87.2K | 0.05% | Not reported | Not reported | Q1 2026 |
| Q1 2026 | |||||
| PULS | $2.16M | 1.65% | 0.25% | -36.7% | Q4 2025 |
| V | $2.11M | 1.61% | 0.00% | -6.3% | Q4 2025 |
| COST | $2.04M | 1.55% | 0.00% | -1.6% | Q4 2025 |
| AAPL | $1.74M | 1.33% | 0.00% | -3.4% | Q4 2025 |
| MSFT | $1.65M | 1.26% | 0.00% | +1.3% | Q4 2025 |
| MUSA | $1.63M | 1.25% | 0.02% | Not reported | Q4 2025 |
| SUSA | $1.04M | 0.79% | Not reported | -10.0% | Q4 2025 |
| JNJ | $925K | 0.71% | 0.00% | -3.0% | Q4 2025 |
| TSLA | $827K | 0.63% | 0.00% | +1.3% | Q4 2025 |
| BRK.B | $688K | 0.53% | Not reported | -4.7% | Q4 2025 |
| QQQ | $623K | 0.48% | Not reported | -2.4% | Q4 2025 |
| SMMU | $551K | 0.42% | Not reported | +0.7% | Q4 2025 |
| GOOG | $430K | 0.33% | Not reported | -15.4% | Q4 2025 |
| PEP | $429K | 0.33% | 0.00% | -7.9% | Q4 2025 |
| ABBV | $403K | 0.31% | 0.00% | +0.2% | Q4 2025 |
| MCD | $402K | 0.31% | 0.00% | -6.9% | Q4 2025 |
| MUR | $382K | 0.29% | 0.01% | Not reported | Q4 2025 |
| HD | $372K | 0.28% | 0.00% | +0.4% | Q4 2025 |
| NKE | $318K | 0.24% | 0.00% | -9.6% | Q4 2025 |
| ABT | $317K | 0.24% | 0.00% | +0.3% | Q4 2025 |
| NVDA | $314K | 0.24% | 0.00% | +17.0% | Q4 2025 |
| XOM | $302K | 0.23% | 0.00% | -8.5% | Q4 2025 |
| SMH | $275K | 0.21% | Not reported | -4.5% | Q4 2025 |
| GOOGL | $267K | 0.20% | 0.00% | +15.2% | Q4 2025 |
| DIS | $267K | 0.20% | 0.00% | -13.6% | Q4 2025 |
| NEE | $261K | 0.20% | 0.00% | -1.0% | Q4 2025 |
| SBUX | $256K | 0.20% | 0.00% | -11.0% | Q4 2025 |
| BROS | $255K | 0.19% | 0.00% | +7.1% | Q4 2025 |
| O | $247K | 0.19% | 0.00% | -2.2% | Q4 2025 |
| AMZN | $244K | 0.19% | 0.00% | +8.8% | Q4 2025 |
| ORCL | $243K | 0.19% | 0.00% | +6.7% | Q4 2025 |
| SPY | $235K | 0.18% | Not reported | Not reported | Q4 2025 |
| MA | $228K | 0.17% | 0.00% | -10.4% | Q4 2025 |
 SHEL | $225K | 0.17% | 0.00% | New | Q1 2026 |
| NFLX | $223K | 0.17% | 0.00% | +2.6% | Q4 2025 |
 NOBL | $222K | 0.17% | Not reported | Not reported | Q4 2025 |
| ATO | $220K | 0.17% | 0.00% | New | Q1 2026 |
 PFE | $219K | 0.17% | 0.00% | New | Q1 2026 |
 SYK | $215K | 0.16% | 0.00% | -12.7% | Q4 2025 |
| LLY | $207K | 0.16% | 0.00% | +2.7% | Q4 2025 |
| CLM | $83.9K | 0.06% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| PULS | $3.41M | 2.87% | 0.39% | New | Q4 2025 |
| V | $2.62M | 2.20% | 0.00% | New | Q4 2025 |
| MSFT | $2.12M | 1.79% | 0.00% | New | Q4 2025 |
| AAPL | $1.93M | 1.62% | 0.00% | New | Q4 2025 |
| COST | $1.79M | 1.51% | 0.00% | New | Q4 2025 |
| MUSA | $1.33M | 1.12% | 0.02% | New | Q4 2025 |
| SUSA | $1.22M | 1.03% | Not reported | New | Q4 2025 |
| TSLA | $988K | 0.83% | 0.00% | New | Q4 2025 |
| JNJ | $807K | 0.68% | 0.00% | New | Q4 2025 |
| BRK.B | $757K | 0.64% | Not reported | New | Q4 2025 |
| QQQ | $679K | 0.57% | Not reported | New | Q4 2025 |
| GOOG | $556K | 0.47% | Not reported | New | Q4 2025 |
| SMMU | $547K | 0.46% | Not reported | New | Q4 2025 |
| PEP | $430K | 0.36% | 0.00% | New | Q4 2025 |
| NKE | $425K | 0.36% | 0.00% | New | Q4 2025 |
| MCD | $424K | 0.36% | 0.00% | New | Q4 2025 |
| ABBV | $422K | 0.36% | 0.00% | New | Q4 2025 |
| HD | $388K | 0.33% | 0.00% | New | Q4 2025 |
| ABT | $386K | 0.32% | 0.00% | New | Q4 2025 |
| DIS | $365K | 0.31% | 0.00% | New | Q4 2025 |
| ORCL | $301K | 0.25% | 0.00% | New | Q4 2025 |
| MA | $291K | 0.25% | 0.00% | New | Q4 2025 |
| MUR | $289K | 0.24% | 0.01% | New | Q4 2025 |
| BROS | $288K | 0.24% | 0.00% | New | Q4 2025 |
| NVDA | $287K | 0.24% | 0.00% | New | Q4 2025 |
| SMH | $271K | 0.23% | Not reported | New | Q4 2025 |
| SBUX | $270K | 0.23% | 0.00% | New | Q4 2025 |
| SYK | $263K | 0.22% | 0.00% | New | Q4 2025 |
| GOOGL | $253K | 0.21% | 0.00% | New | Q4 2025 |
| AMZN | $249K | 0.21% | 0.00% | New | Q4 2025 |
| SPY | $246K | 0.21% | Not reported | New | Q4 2025 |
| LLY | $235K | 0.20% | 0.00% | New | Q4 2025 |
| XOM | $234K | 0.20% | 0.00% | New | Q4 2025 |
| O | $233K | 0.20% | 0.00% | New | Q4 2025 |
| NEE | $228K | 0.19% | 0.00% | New | Q4 2025 |
| NOBL | $218K | 0.18% | Not reported | New | Q4 2025 |
| NFLX | $212K | 0.18% | 0.00% | New | Q4 2025 |