Sign In
test

Locke Bielefeldt

Evergreen Wealth Partners Llc

Assets Managed
$130.94M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
10.32%(2Q avg: 5.16%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Evergreen Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Evergreen Wealth Partners 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 - Q1, they manage 130.94M in assets, with a quarterly growth rate of 10.32% and a 2-quarter average growth rate of 5.16%. The portfolio is managed by Locke Bielefeldt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 0.67%
14.32%
$18.745M
170,887 shares@ $109.69 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 9.17%
14.1%
$18.458M
550,323 shares@ $33.55 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 6.38%
8.48%
$11.094M
387,106 shares@ $28.66 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 74.78%
7.58%
$9.917M
233,128 shares@ $42.55 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
New Position
3.08%
$4.029M
67,659 shares@ $59.55 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -2.49%
2.95%
$3.854M
9,038 shares@ $426.39 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 97.84%
2.64%
$3.455M
5,290 shares@ $653.14 avg price
MINO
Pimco Municipal Income Oppor
Recent Activity
Increased 42.1%
2.59%
$3.387M
74,988 shares@ $45.17 avg price
HYMU
Ishares Hg Y M In Ac Etf-usd
Recent Activity
Increased 23.21%
2.55%
$3.332M
151,336 shares@ $22.03 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 114.35%
2.18%
$2.854M
54,068 shares@ $52.79 avg price

1-10 of 84