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Liz Manteau

Evergreen Private Wealth Llc

Assets Managed
$270.424M
Holdings
89
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
9.31%(2Q avg: 3.42%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Evergreen Private Wealth Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Evergreen Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 270.424M in assets, with a quarterly growth rate of 9.31% and a 2-quarter average growth rate of 3.42%. The portfolio is managed by Liz Manteau, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMAT
Applied Materials Inc
Recent Activity
Decreased -8.88%
9.5%
$25.675M
34,994 shares@ $733.71 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.18%
4.17%
$11.268M
31,058 shares@ $362.81 avg price
QEFA
Spdr Msci Eafe Strategicfact
Recent Activity
Increased 0.69%
3.94%
$10.655M
109,830 shares@ $97.02 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.22%
3.18%
$8.592M
17,170 shares@ $500.41 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Decreased -0.58%
3.13%
$8.454M
84,245 shares@ $100.35 avg price
ROST
Ross Stores Inc
Recent Activity
Decreased -1.46%
3%
$8.103M
37,575 shares@ $215.65 avg price
XSOE
Wisdmtree Emerg Mkt Ex-st Ow
Recent Activity
Decreased -2.36%
3%
$8.103M
164,755 shares@ $49.18 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.82%
2.83%
$7.641M
23,343 shares@ $327.34 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -2.93%
2.82%
$7.612M
44,215 shares@ $172.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.32%
2.66%
$7.173M
30,096 shares@ $238.34 avg price

1-10 of 89