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Manager record

Evergreen Wealth Partners LLC

Kalispell, MT · CIK 2101006 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$166.65MReported 13F valueQ2 2026 · as filed
89Holdings listed
+27.3%vs prior quartervalue change includes market moves
3Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $118.7M$118.7MQ4 202579 holdingsQ1 2026: $130.9M$130.9MQ1 202684 holdingsQ2 2026: $166.7M$166.7MQ2 202689 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$166.65M · 89 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$130.94M · 84 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$118.70M · 79 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology