# EDGAR Filing Document

**Accession Number:** 0002010098
**File Stem:** 0002010098-26-000003
**Filing Date:** 2026-4
**Character Count:** 13212
**Document Hash:** b6fbd2afbc9214ba45baab876ab4326e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002010098-26-000003.hdr.sgml**: 20260429

**ACCESSION NUMBER**: 0002010098-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260429

**DATE AS OF CHANGE**: 20260428

**EFFECTIVENESS DATE**: 20260429

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Evergreen Private Wealth LLC
- **CENTRAL INDEX KEY:** 0002010098

**ORGANIZATION NAME:**
- **EIN:** 842354986
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23647
- **FILM NUMBER:** 26909774

**BUSINESS ADDRESS:**
- **STREET 1:** 7400 E. ORCHARD ROAD
- **STREET 2:** SUITE 2500N
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111
- **BUSINESS PHONE:** 7206172885

**MAIL ADDRESS:**
- **STREET 1:** 7400 E. ORCHARD ROAD
- **STREET 2:** SUITE 2500N
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111

### 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 Private Wealth LLC<br>**Address:** 7400 E. ORCHARD ROAD<br>SUITE 2500N<br>GREENWOOD VILLAGE, CO 80111

**Form 13F File Number:** 028-23647

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:** Liz Manteau<br>**Title:** Chief Compliance Officer<br>**Phone:** 7205493303

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

Liz Manteau  Broomfield, CO  04-28-2026<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:** 87

**Form 13F Information Table Value Total:** $247408997

      (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 |
| APPLIED MATERIALS INC COM USD0.01 | COM | 038222105 |  | 13116925 | 38407 | SH |  | SOLE |  | 38407 | 0 | 0 |
| SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | STATE STREET SPD | 78463X434 |  | 10172115 | 109087 | SH |  | SOLE |  | 109087 | 0 | 0 |
| ALPHABET INC CAP STK CL A | CAP STK CL A | 02079K305 |  | 9314443 | 32415 | SH |  | SOLE |  | 32415 | 0 | 0 |
| ISHARES TR 10-20 YR TRS ETF | 10-20 YR TRS ETF | 464288653 |  | 8535427 | 84744 | SH |  | SOLE |  | 84744 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 8257326 | 38135 | SH |  | SOLE |  | 38135 | 0 | 0 |
| BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | CL B NEW | 084670702 |  | 8129326 | 16964 | SH |  | SOLE |  | 16964 | 0 | 0 |
| WISDOMTREE TR EM EX ST-OWNED | EM EX ST-OWNED | 97717X578 |  | 6766399 | 168738 | SH |  | SOLE |  | 168738 | 0 | 0 |
| JPMORGAN CHASE  COM | COM | 46625H100 |  | 6744600 | 22928 | SH |  | SOLE |  | 22928 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 6690269 | 69582 | SH |  | SOLE |  | 69582 | 0 | 0 |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD | ORD | M22465104 |  | 6682765 | 46782 | SH |  | SOLE |  | 46782 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 6611199 | 13450 | SH |  | SOLE |  | 13450 | 0 | 0 |
| ADOBE INC COM | COM | 00724F101 |  | 6449456 | 26532 | SH |  | SOLE |  | 26532 | 0 | 0 |
| AMAZON.COM INC | COM | 023135106 |  | 6248447 | 30002 | SH |  | SOLE |  | 30002 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 6128753 | 24149 | SH |  | SOLE |  | 24149 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 6051821 | 16349 | SH |  | SOLE |  | 16349 | 0 | 0 |
| WASTE MANAGEMENT INC | COM | 94106L109 |  | 5878111 | 25580 | SH |  | SOLE |  | 25580 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 5748138 | 48626 | SH |  | SOLE |  | 48626 | 0 | 0 |
| FIDELITY SML MID MLTFCT | SML MID MLTFCT | 316092527 |  | 5599594 | 125215 | SH |  | SOLE |  | 125215 | 0 | 0 |
| ARISTA NETWORKS INC COM SHS | COM SHS | 040413205 |  | 5592778 | 45551 | SH |  | SOLE |  | 45551 | 0 | 0 |
| ULTA BEAUTY INC COM | COM | 90384S303 |  | 5576458 | 10668 | SH |  | SOLE |  | 10668 | 0 | 0 |
| HUNTINGTON BANCSHARES INC COM USD0.01 | COM | 446150104 |  | 5518646 | 352629 | SH |  | SOLE |  | 352629 | 0 | 0 |
| VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | TOTAL INT BD ETF | 92203J407 |  | 5242657 | 109108 | SH |  | SOLE |  | 109108 | 0 | 0 |
| VERISK ANALYTICS INC COM | COM | 92345Y106 |  | 5168411 | 27238 | SH |  | SOLE |  | 27238 | 0 | 0 |
| DBX ETF TR XTRACK MUN INFRA | XTRACK MUN INFRA | 233051705 |  | 5145943 | 208887 | SH |  | SOLE |  | 208887 | 0 | 0 |
| HCA HEALTHCARE INC COM | COM | 40412C101 |  | 5139896 | 10861 | SH |  | SOLE |  | 10861 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 4390909 | 36229 | SH |  | SOLE |  | 36229 | 0 | 0 |
| AT INC COM USD1 | COM | 00206R102 |  | 4327863 | 149288 | SH |  | SOLE |  | 149288 | 0 | 0 |
| EOG RESOURCES INC | COM | 26875P101 |  | 4287152 | 29655 | SH |  | SOLE |  | 29655 | 0 | 0 |
| PROLOGIS INC. COM | COM | 74340W103 |  | 3992457 | 30205 | SH |  | SOLE |  | 30205 | 0 | 0 |
| PARKER-HANNIFIN CORP COM | COM | 701094104 |  | 3977875 | 4443 | SH |  | SOLE |  | 4443 | 0 | 0 |
| INTUIT INC | COM | 461202103 |  | 3854410 | 8914 | SH |  | SOLE |  | 8914 | 0 | 0 |
| FORTINET INC COM USD0.001 | COM | 34959E109 |  | 3703123 | 45315 | SH |  | SOLE |  | 45315 | 0 | 0 |
| ISHARES TR IBONDS DEC 2026 TERM CORP ETF | IBONDS DEC2026 | 46435GAA0 |  | 3603569 | 148662 | SH |  | SOLE |  | 148662 | 0 | 0 |
| ISHARES TR IBONDS 27 ETF | IBONDS 27 ETF | 46435UAA9 |  | 3594265 | 148278 | SH |  | SOLE |  | 148278 | 0 | 0 |
| ISHARES TR IBDS DEC28 ETF | IBDS DEC28 ETF | 46435U515 |  | 3583770 | 141483 | SH |  | SOLE |  | 141483 | 0 | 0 |
| ISHARES TRUST IBONDS DEC 2033 TERM CORPORATE ETF USD | IBONDS DEC 2033 | 46436E130 |  | 3497485 | 135299 | SH |  | SOLE |  | 135299 | 0 | 0 |
| ISHARES TR IBONDS DEC 2032 | IBONDS DEC 2032 | 46436E312 |  | 3483815 | 137864 | SH |  | SOLE |  | 137864 | 0 | 0 |
| ISHARES TRUST MSCI EUROPE FINANCIALS ISIN #US4642891802 SEDOL #B633900 | MSCI EURO FL ETF | 464289180 |  | 3381730 | 97037 | SH |  | SOLE |  | 97037 | 0 | 0 |
| FIDELITY ENHANCED HIGH YIELD ETF | ENHANCED HIGH YI | 316092618 |  | 2643050 | 54451 | SH |  | SOLE |  | 54451 | 0 | 0 |
| KINDER MORGAN INC COM USD0.01 | COM | 49456B101 |  | 2284248 | 68126 | SH |  | SOLE |  | 68126 | 0 | 0 |
| HF SINCLAIR CORP COM | COM | 403949100 |  | 2148658 | 34439 | SH |  | SOLE |  | 34439 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF | MUNI HI INCM ETF | 33739P301 |  | 1911364 | 40205 | SH |  | SOLE |  | 40205 | 0 | 0 |
| NEW YORK LIFE INVTS ACTIVE ETF NYLI MACKAY MUN | NYLI MACKAY MUN | 45409F827 |  | 1872481 | 77680 | SH |  | SOLE |  | 77680 | 0 | 0 |
| VANECK ETF TRUST JP MRGAN EM LOC | JP MRGAN EM LOC | 92189H300 |  | 1734479 | 69075 | SH |  | SOLE |  | 69075 | 0 | 0 |
| ISHARES TRUST IBONDS DEC 2027 TERM MUNI BOND ETF | IBONDS DEC 27 | 46435U283 |  | 1349438 | 53044 | SH |  | SOLE |  | 53044 | 0 | 0 |
| ISHARES TR IBONDS DEC 26 | IBONDS DEC 26 | 46435U259 |  | 1337529 | 52186 | SH |  | SOLE |  | 52186 | 0 | 0 |
| ISHARES TR IBONDS DEC 28 | IBONDS DEC 28 | 46435U325 |  | 1313125 | 51435 | SH |  | SOLE |  | 51435 | 0 | 0 |
| FIDELITY ENHANCED MID CAP ETF | ENHANCED MID | 31609A503 |  | 1062906 | 29558 | SH |  | SOLE |  | 29558 | 0 | 0 |
| FIDELITY ENHANCED INTERNATIONAL ETF | ENHANCED INTL | 31609A404 |  | 994616 | 26737 | SH |  | SOLE |  | 26737 | 0 | 0 |
| ISHARES S 500 GROWTH ETF | S 500 GRWT ETF | 464287309 |  | 796855 | 7045 | SH |  | SOLE |  | 7045 | 0 | 0 |
| ISHARES S 500 VALUE ETF | S 500 VAL ETF | 464287408 |  | 680748 | 3224 | SH |  | SOLE |  | 3224 | 0 | 0 |
| ISHARES TR ESG AWRE USD ETF | ESG AWRE USD ETF | 46435G193 |  | 580641 | 25095 | SH |  | SOLE |  | 25095 | 0 | 0 |
| ISHARES TR S SMALL CAP 600 GROWTH ETF | S SML 600 GWT | 464287887 |  | 317550 | 2194 | SH |  | SOLE |  | 2194 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | FTSE EMR MKT ETF | 922042858 |  | 315003 | 5828 | SH |  | SOLE |  | 5828 | 0 | 0 |
| NVIDIA CORPORATION COM | COM | 67066G104 |  | 308743 | 1770 | SH |  | SOLE |  | 1770 | 0 | 0 |
| RTX CORPORATION COM USD1.00 | COM | 75513E101 |  | 283681 | 1471 | SH |  | SOLE |  | 1471 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 276102 | 785 | SH |  | SOLE |  | 785 | 0 | 0 |
| PALO ALTO NETWORKS INC COM USD0.0001 | COM | 697435105 |  | 231342 | 1443 | SH |  | SOLE |  | 1443 | 0 | 0 |
| ABBVIE INC COM USD0.01 | COM | 00287Y109 |  | 229383 | 1055 | SH |  | SOLE |  | 1055 | 0 | 0 |
| ISHARES TR ESG AWRE 1 5 YR | ESG AWRE 1 5 YR | 46435G243 |  | 215484 | 8597 | SH |  | SOLE |  | 8597 | 0 | 0 |
| INTERNATIONAL BUS MACH CORP COM USD0.20 | COM | 459200101 |  | 211364 | 872 | SH |  | SOLE |  | 872 | 0 | 0 |
| SALESFORCE INC COM | COM | 79466L302 |  | 210309 | 1127 | SH |  | SOLE |  | 1127 | 0 | 0 |
| ONEOK INC COM USD0.01 | COM | 682680103 |  | 207979 | 2301 | SH |  | SOLE |  | 2301 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 195557 | 1438 | SH |  | SOLE |  | 1438 | 0 | 0 |
| SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239 | PHYSICAL GOLD TR | 85207H104 |  | 191376 | 5400 | SH |  | SOLE |  | 5400 | 0 | 0 |
| ISHARES CORE S 500 ETF | CORE S ETF | 464287200 |  | 188848 | 289 | SH |  | SOLE |  | 289 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 186545 | 917 | SH |  | SOLE |  | 917 | 0 | 0 |
| NEXTERA ENERGY INC COM USD0.01 | COM | 65339F101 |  | 184891 | 1991 | SH |  | SOLE |  | 1991 | 0 | 0 |
| TRANE TECHNOLOGIES PLC COM USD1 | SHS | G8994E103 |  | 183782 | 441 | SH |  | SOLE |  | 441 | 0 | 0 |
| MERCK  INC COM | COM | 58933Y105 |  | 180850 | 1503 | SH |  | SOLE |  | 1503 | 0 | 0 |
| ISHARES INC ESG AWR MSCI EM | ESG AWR MSCI EM | 46434G863 |  | 173012 | 3805 | SH |  | SOLE |  | 3805 | 0 | 0 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT | 922908769 |  | 165614 | 516 | SH |  | SOLE |  | 516 | 0 | 0 |
| VERISIGN INC | COM | 92345Y106 |  | 164720 | 663 | SH |  | SOLE |  | 663 | 0 | 0 |
| INNOVATOR ETFS TRUST US EQTY PWR BUF | US EQTY PWR BUF | 45782C508 |  | 163623 | 3547 | SH |  | SOLE |  | 3547 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 157284 | 520 | SH |  | SOLE |  | 520 | 0 | 0 |
| NUSHARES ETF TR NUVEEN ESG SMLCP | NUVEEN ESG SMLCP | 67092P607 |  | 148299 | 3291 | SH |  | SOLE |  | 3291 | 0 | 0 |
| COPART INC COM USD0.0001 | COM | 217204106 |  | 147375 | 4439 | SH |  | SOLE |  | 4439 | 0 | 0 |
| CHURCH  CO INC COM | COM | 171340102 |  | 145474 | 1559 | SH |  | SOLE |  | 1559 | 0 | 0 |
| ISHARES S SMALL-CAP 600 VALUE ETF | SP SMCP600VL ETF | 464287879 |  | 140600 | 1187 | SH |  | SOLE |  | 1187 | 0 | 0 |
| ISHARES TR RUS 1000 GRW ETF | RUS 1000 GRW ETF | 464287614 |  | 133463 | 313 | SH |  | SOLE |  | 313 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 131854 | 780 | SH |  | SOLE |  | 780 | 0 | 0 |
| EXXON MOBIL CORP COM | COM | 30231G102 |  | 130638 | 770 | SH |  | SOLE |  | 770 | 0 | 0 |
| PAYCHEX INC COM USD0.01 | COM | 704326107 |  | 130524 | 1417 | SH |  | SOLE |  | 1417 | 0 | 0 |
| GARTNER INC COM USD0.0005 | COM | 366651107 |  | 123347 | 779 | SH |  | SOLE |  | 779 | 0 | 0 |
| PPG INDUSTRIES INC COM USD1.666 | COM | 693506107 |  | 120489 | 1127 | SH |  | SOLE |  | 1127 | 0 | 0 |
| ASSURED GUARANTY LTD COM USD0.01 | COM | G0585R106 |  | 111791 | 1372 | SH |  | SOLE |  | 1372 | 0 | 0 |
| ISHARES S MID-CAP 400 GROWTH ETF | S MC 400GR ETF | 464287606 |  | 103637 | 1030 | SH |  | SOLE |  | 1030 | 0 | 0 |

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