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 51–100 of 1,399
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | 878K | $1M+ | SH |
| TSLA | TESLA INC | 32K | $1M+ | SH |
| IWS | ISHARES TR | 101K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 64K | $1M+ | SH |
| FAX | ABRDN ASIA PACIFIC INCOME FU | 897K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 577K | $1M+ | SH |
| META | META PLATFORMS INC | 20K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 114K | $1M+ | SH |
| IGF | ISHARES TR | 207K | $1M+ | SH |
| PHB | INVESCO EXCH TRADED FD TR II | 669K | $1M+ | SH |
| CQQQ | INVESCO EXCH TRADED FD TR II | 237K | $1M+ | SH |
| DIS | DISNEY WALT CO | 104K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 14K | $1M+ | SH |
| SHEL | SHELL PLC | 154K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 131K | $1M+ | SH |
| PFE | PFIZER INC | 431K | $1M+ | SH |
| EWZ | ISHARES INC | 332K | $1M+ | SH |
| EWY | ISHARES INC | 108K | $1M+ | SH |
| USMV | ISHARES TR | 111K | $1M+ | SH |
| MINT | PIMCO ETF TR | 102K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 176K | $1M+ | SH |
| MPLX | MPLX LP | 189K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| VICI | VICI PPTYS INC | 350K | $1M+ | SH |
| RWR | SPDR SERIES TRUST | 100K | $1M+ | SH |
| IVW | ISHARES TR | 80K | $1M+ | SH |
| MLPX | GLOBAL X FDS | 155K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 64K | $1M+ | SH |
| IWM | ISHARES TR | 37K | $1M+ | SH |
| APA | APA CORPORATION | 366K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 60K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 108K | $1M+ | SH |
| AVGO | BROADCOM INC | 24K | $1M+ | SH |
| EEMS | ISHARES INC | 120K | $1M+ | SH |
| DBL | DOUBLELINE OPPORTUNISTIC CR | 527K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 243K | $1M+ | SH |
| ELS | EQUITY LIFESTYLE PPTYS INC | 131K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 16K | $1M+ | SH |
| AMLP | ALPS ETF TR | 165K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 94K | $1M+ | SH |
| REM | ISHARES TR | 345K | $1M+ | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 347K | $1M+ | SH |
| O | REALTY INCOME CORP | 132K | $1M+ | SH |
| PEP | PEPSICO INC | 52K | $1M+ | SH |
| MCHI | ISHARES TR | 117K | $1M+ | SH |
| WMT | WALMART INC | 62K | $1M+ | SH |
| IJH | ISHARES TR | 104K | $1M+ | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 166K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 24K | $1M+ | SH |
| LOW | LOWES COS INC | 26K | $1M+ | SH |