# EDGAR Filing Document

**Accession Number:** 0002101006
**File Stem:** 0001951757-26-000804
**Filing Date:** 2026-5
**Character Count:** 12047
**Document Hash:** 32f9b7c9992042a1778cfddf3639606c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000804.hdr.sgml**: 20260508

**ACCESSION NUMBER**: 0001951757-26-000804

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260508

**DATE AS OF CHANGE**: 20260508

**EFFECTIVENESS DATE**: 20260508

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Evergreen Wealth Partners LLC
- **CENTRAL INDEX KEY:** 0002101006

**ORGANIZATION NAME:**
- **EIN:** 333812757
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26094
- **FILM NUMBER:** 26957687

**BUSINESS ADDRESS:**
- **STREET 1:** 104 WESTVIEW PARK PLACE
- **STREET 2:** SUITE 100
- **CITY:** KALISPELL
- **STATE:** MT
- **ZIP:** 59901
- **BUSINESS PHONE:** 406-862-4400

**MAIL ADDRESS:**
- **STREET 1:** 104 WESTVIEW PARK PLACE
- **STREET 2:** SUITE 100
- **CITY:** KALISPELL
- **STATE:** MT
- **ZIP:** 59901

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Evergreen Wealth Partners LLC<br>**Address:** 104 WESTVIEW PARK PLACE<br>SUITE 100<br>KALISPELL, MT 59901

**Form 13F File Number:** 028-26094

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Locke Bielefeldt<br>**Title:** Chief Compliance Officer<br>**Phone:** (406) 862-4400

**Signature, Place, and Date of Signing:**

Locke Bielefeldt  Kalispell, MT  05-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $130939996

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 316773 | 3085 | SH |  | SOLE |  | 0 | 0 | 3085 |
| ABBVIE INC | COM | 00287Y109 |  | 402791 | 1852 | SH |  | SOLE |  | 0 | 0 | 1852 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 430368 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 267355 | 930 | SH |  | SOLE |  | 0 | 0 | 930 |
| AMAZON COM INC | COM | 023135106 |  | 244284 | 1173 | SH |  | SOLE |  | 0 | 0 | 1173 |
| APPLE INC | COM | 037833100 |  | 1737853 | 6848 | SH |  | SOLE |  | 0 | 0 | 6848 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 219691 | 1189 | SH |  | SOLE |  | 0 | 0 | 1189 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 688082 | 1436 | SH |  | SOLE |  | 0 | 0 | 1436 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 9917274 | 233128 | SH |  | SOLE |  | 0 | 0 | 233128 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 2494025 | 74738 | SH |  | SOLE |  | 0 | 0 | 74738 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 619053 | 23574 | SH |  | SOLE |  | 0 | 0 | 23574 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 |  | 1554509 | 49240 | SH |  | SOLE |  | 0 | 0 | 49240 |
| CORNERSTONE STRATEGIC INVEST | COM | 21924B302 |  | 83949 | 11531 | SH |  | SOLE |  | 0 | 0 | 11531 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 2036020 | 2043 | SH |  | SOLE |  | 0 | 0 | 2043 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 2853719 | 54068 | SH |  | SOLE |  | 0 | 0 | 54068 |
| DUTCH BROS INC | CL A | 26701L100 |  | 255223 | 5038 | SH |  | SOLE |  | 0 | 0 | 5038 |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 |  | 1586139 | 31254 | SH |  | SOLE |  | 0 | 0 | 31254 |
| ELI LILLY  CO | COM | 532457108 |  | 206623 | 225 | SH |  | SOLE |  | 0 | 0 | 225 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 301561 | 1777 | SH |  | SOLE |  | 0 | 0 | 1777 |
| RBB FUND TRUST | FIRST EAGLE GBL | 75526L886 |  | 952516 | 20266 | SH |  | SOLE |  | 0 | 0 | 20266 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 |  | 490990 | 19806 | SH |  | SOLE |  | 0 | 0 | 19806 |
| HOME DEPOT INC | COM | 437076102 |  | 371513 | 1130 | SH |  | SOLE |  | 0 | 0 | 1130 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 622810 | 1079 | SH |  | SOLE |  | 0 | 0 | 1079 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 752897 | 7284 | SH |  | SOLE |  | 0 | 0 | 7284 |
| INVESCO EXCH TRADED FD TR II | S INTL MOMNT | 46138E222 |  | 1357087 | 24746 | SH |  | SOLE |  | 0 | 0 | 24746 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 1162885 | 5316 | SH |  | SOLE |  | 0 | 0 | 5316 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3455110 | 5290 | SH |  | SOLE |  | 0 | 0 | 5290 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 518539 | 4279 | SH |  | SOLE |  | 0 | 0 | 4279 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 1040795 | 7879 | SH |  | SOLE |  | 0 | 0 | 7879 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 1124964 | 16791 | SH |  | SOLE |  | 0 | 0 | 16791 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 315287 | 13007 | SH |  | SOLE |  | 0 | 0 | 13007 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 253019 | 9989 | SH |  | SOLE |  | 0 | 0 | 9989 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 318102 | 13123 | SH |  | SOLE |  | 0 | 0 | 13123 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 254786 | 10954 | SH |  | SOLE |  | 0 | 0 | 10954 |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | 092528207 |  | 635541 | 26581 | SH |  | SOLE |  | 0 | 0 | 26581 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 204195 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 424038 | 9172 | SH |  | SOLE |  | 0 | 0 | 9172 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 3853651 | 9038 | SH |  | SOLE |  | 0 | 0 | 9038 |
| BLACKROCK ETF TRUST II | SHORT DURATION H | 092528108 |  | 3332419 | 151336 | SH |  | SOLE |  | 0 | 0 | 151336 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 531876 | 10505 | SH |  | SOLE |  | 0 | 0 | 10505 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 2069619 | 35573 | SH |  | SOLE |  | 0 | 0 | 35573 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 1435847 | 26914 | SH |  | SOLE |  | 0 | 0 | 26914 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 924649 | 3783 | SH |  | SOLE |  | 0 | 0 | 3783 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1395668 | 27577 | SH |  | SOLE |  | 0 | 0 | 27577 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 646717 | 7652 | SH |  | SOLE |  | 0 | 0 | 7652 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 228455 | 457 | SH |  | SOLE |  | 0 | 0 | 457 |
| MCDONALDS CORP | COM | 580135101 |  | 401595 | 1292 | SH |  | SOLE |  | 0 | 0 | 1292 |
| MICROSOFT CORP | COM | 594918104 |  | 1645282 | 4445 | SH |  | SOLE |  | 0 | 0 | 4445 |
| MURPHY OIL CORP | COM | 626717102 |  | 381985 | 9260 | SH |  | SOLE |  | 0 | 0 | 9260 |
| MURPHY USA INC | COM | 626755102 |  | 1631606 | 3303 | SH |  | SOLE |  | 0 | 0 | 3303 |
| NETFLIX INC. | COM | 64110L106 |  | 222905 | 2318 | SH |  | SOLE |  | 0 | 0 | 2318 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 260659 | 2806 | SH |  | SOLE |  | 0 | 0 | 2806 |
| NIKE INC | CL B | 654106103 |  | 318428 | 6029 | SH |  | SOLE |  | 0 | 0 | 6029 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 313573 | 1798 | SH |  | SOLE |  | 0 | 0 | 1798 |
| ORACLE CORP | COM | 68389X105 |  | 242540 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| PEPSICO INC | COM | 713448108 |  | 429092 | 2763 | SH |  | SOLE |  | 0 | 0 | 2763 |
| PFIZER INC | COM | 717081103 |  | 218920 | 7796 | SH |  | SOLE |  | 0 | 0 | 7796 |
| PGIM ETF TR | AAA CLO ETF | 69344A834 |  | 2102340 | 41077 | SH |  | SOLE |  | 0 | 0 | 41077 |
| PGIM ETF TR | ACTIVE AGGREGATE | 69344A701 |  | 506018 | 11954 | SH |  | SOLE |  | 0 | 0 | 11954 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 2155746 | 43550 | SH |  | SOLE |  | 0 | 0 | 43550 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 339192 | 3373 | SH |  | SOLE |  | 0 | 0 | 3373 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 1402251 | 53521 | SH |  | SOLE |  | 0 | 0 | 53521 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 212309 | 4068 | SH |  | SOLE |  | 0 | 0 | 4068 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 |  | 3387200 | 74988 | SH |  | SOLE |  | 0 | 0 | 74988 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 550820 | 10918 | SH |  | SOLE |  | 0 | 0 | 10918 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 221951 | 2094 | SH |  | SOLE |  | 0 | 0 | 2094 |
| REALTY INCOME CORP | COM | 756109104 |  | 247419 | 4044 | SH |  | SOLE |  | 0 | 0 | 4044 |
| SHELL PLC | SPON ADS | 780259305 |  | 224698 | 2416 | SH |  | SOLE |  | 0 | 0 | 2416 |
| STARBUCKS CORP | COM | 855244109 |  | 255765 | 2855 | SH |  | SOLE |  | 0 | 0 | 2855 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 235057 | 361 | SH |  | SOLE |  | 0 | 0 | 361 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 18457838 | 550323 | SH |  | SOLE |  | 0 | 0 | 550323 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A672 |  | 11094446 | 387106 | SH |  | SOLE |  | 0 | 0 | 387106 |
| STRYKER CORPORATION | COM | 863667101 |  | 214853 | 654 | SH |  | SOLE |  | 0 | 0 | 654 |
| TESLA INC | COM | 88160R101 |  | 827496 | 2226 | SH |  | SOLE |  | 0 | 0 | 2226 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 275219 | 718 | SH |  | SOLE |  | 0 | 0 | 718 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 300986 | 2681 | SH |  | SOLE |  | 0 | 0 | 2681 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 4029057 | 67659 | SH |  | SOLE |  | 0 | 0 | 67659 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 386975 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 18744539 | 170887 | SH |  | SOLE |  | 0 | 0 | 170887 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 253658 | 622 | SH |  | SOLE |  | 0 | 0 | 622 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 770850 | 1290 | SH |  | SOLE |  | 0 | 0 | 1290 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 408077 | 1558 | SH |  | SOLE |  | 0 | 0 | 1558 |
| VISA INC | COM CL A | 92826C839 |  | 2112241 | 6989 | SH |  | SOLE |  | 0 | 0 | 6989 |
| DISNEY WALT CO | COM | 254687106 |  | 267143 | 2772 | SH |  | SOLE |  | 0 | 0 | 2772 |

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