Evergreen Private Wealth LLC
RIA/Wealth
Evergreen Private Wealth LLC is a RIA/Wealth based in Greenwood Village, CO led by Dustin Kyle Schick, managing $246.7M across 238 long positions as of Q3 2025 with 31% ETF concentration.
CCODustin Kyle Schick
- Portfolio Value
- $246.7M
- Positions
- 238
- Top Holding
- GOOGL at 4.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Evergreen Private Wealth LLC's portfolio (35.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $11.0M | 4.46% | +$2.0M Bought | 0.00% 45.3K shares | |
Semiconductors Technology | $9.4M | 3.83% | -$69.0K Sold | 0.01% 46.1K shares | |
Entertainment Communication Services | $9.2M | 3.72% | -$452.0K Sold | 0.00% 7.7K shares | |
ETF ETF | $9.0M | 3.66% | -$104.8K Sold | — 102.7K shares | |
Banks - Diversified Financial Services | $8.5M | 3.46% | -$331.2K Sold | 0.00% 27.0K shares | |
Computer Hardware Technology | $8.5M | 3.44% | -$458.0K Sold | 0.00% 58.3K shares | |
Software - Infrastructure Technology | $8.4M | 3.39% | -$218.1K Sold | 0.04% 40.4K shares | |
Software - Infrastructure Technology | $8.3M | 3.35% | -$248.1K Sold | 0.00% 16.0K shares | |
Insurance - Diversified Financial Services | $8.0M | 3.25% | -$179.0K Sold | 0.00% 15.9K shares | |
ETF ETF | $7.9M | 3.21% | -$78.3K Sold | — 77.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Evergreen Private Wealth LLC's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Evergreen Private Wealth LLC
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