CIK 1260824
EVERGREEN CAPITAL MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
1,399
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,399
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEMG | ISHARES INC | 1.6M | $1M+ | SH |
| IEI | ISHARES TR | 749K | $1M+ | SH |
| PCAR | PACCAR INC | 785K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 173K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 79K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 709K | $1M+ | SH |
| GOOG | ALPHABET INC | 199K | $1M+ | SH |
| SHY | ISHARES TR | 736K | $1M+ | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 1.1M | $1M+ | SH |
| SGOV | ISHARES TR | 520K | $1M+ | SH |
| AAPL | APPLE INC | 185K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 921K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 746K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 188K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 657K | $1M+ | SH |
| DMBS | DOUBLELINE ETF TRUST | 678K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 176K | $1M+ | SH |
| FDX | FEDEX CORP | 108K | $1M+ | SH |
| GOOGL | ALPHABET INC | 95K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 894K | $1M+ | SH |
| AMZN | AMAZON COM INC | 121K | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 1.1M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 57K | $1M+ | SH |
| IEFA | ISHARES TR | 302K | $1M+ | SH |
| IXC | ISHARES TR | 625K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 340K | $1M+ | SH |
| MRK | MERCK & CO INC | 237K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 517K | $1M+ | SH |
| MLPA | GLOBAL X FDS | 490K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 73K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 782K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 761K | $1M+ | SH |
| CSCO | CISCO SYS INC | 283K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 34K | $1M+ | SH |
| IJR | ISHARES TR | 170K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 440K | $1M+ | SH |
| TEI | TEMPLETON EMERGING MKTS INCO | 3.1M | $1M+ | SH |
| EDD | MORGAN STANLEY EMERGING MKTS | 3.4M | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 152K | $1M+ | SH |
| REZ | ISHARES TR | 229K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 143K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 533K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 221K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 606K | $1M+ | SH |
| PAGP | PLAINS GP HLDGS L P | 836K | $1M+ | SH |
| XHLF | BONDBLOXX ETF TRUST | 317K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 55K | $1M+ | SH |
| IFRA | ISHARES TR | 298K | $1M+ | SH |
| OKE | ONEOK INC NEW | 209K | $1M+ | SH |