Long-term investor
Evergreen Wealth Partners LLC @evergreenwealthpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002101006).
Record
- Tracked since 2025-12-31 (264 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.8%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C680 · 13.5% · long · since 2025-12-31
- 78464A375 · 11.2% · long · since 2025-12-31
- 14020W106 · 8.6% · long · since 2025-12-31
- 78464A672 · 6.8% · long · since 2025-12-31
- 46654Q781 · 3.9% · long · since 2026-06-30
- 464287200 · 3.2% · long · since 2025-12-31
- 46654Q716 · 3.1% · long · since 2026-06-30
- 464287614 · 2.6% · long · since 2025-12-31
- 25434V807 · 2.4% · long · since 2025-12-31
- 092528108 · 2.2% · long · since 2025-12-31
- 72201R635 · 2.1% · long · since 2025-12-31
- 14021N105 · 2.0% · long · since 2026-03-31