0002010098-25-000004.txt : 20250716 0002010098-25-000004.hdr.sgml : 20250716 20250716124046 ACCESSION NUMBER: 0002010098-25-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250716 DATE AS OF CHANGE: 20250716 EFFECTIVENESS DATE: 20250716 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: 251126748 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 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0002010098 XXXXXXXX 06-30-2025 06-30-2025 Evergreen Private Wealth LLC

7400 E. ORCHARD ROAD SUITE 2500N GREENWOOD VILLAGE CO 80111

13F HOLDINGS REPORT 028-23647 000324777 N Dustin Schick COO Dustin Schick Greenwood Village CO 07-16-2025 0 289 238676339 false INFORMATION TABLE 2 q22025submission13f.xml ABBOTT LABS COM 002824100 31146 229 SH SOLE 0 0 229 ABBVIE INC COM 00287Y109 192504 1037 SH SOLE 0 0 1037 ADOBE INC COM 00724F101 5417337 14003 SH SOLE 0 0 14003 ADVANCED MICRO DEVICES INC COM 007903107 65558 462 SH SOLE 0 0 462 AGILENT TECHNOLOGIES INC COM 00846U101 109319 926 SH SOLE 0 0 926 AIR PRODS &CHEMS INC COM 009158106 1410 5 SH SOLE 0 0 5 AIRBNB INC COM CL A 009066101 1323 10 SH SOLE 0 0 10 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 5544 17 SH SOLE 0 0 17 ALPHABET INC CAP STK CL A 02079K305 6528103 37043 SH SOLE 0 0 37043 ALPHABET INC CAP STK CL C 02079K107 38671 218 SH SOLE 0 0 218 AMAZON COM INC COM 023135106 7038479 32082 SH SOLE 0 0 32082 AMERICAN INTL GROUP INC COM NEW 026874784 4365 51 SH SOLE 0 0 51 AMGEN INC COM 031162100 210724 755 SH SOLE 0 0 755 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 864 10 SH 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