Evergreen Wealth Management, LLC
13F Reported Value
ⓘ$193.7M
Holdings
54
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Evergreen Wealth Management, LLC disclosed 54 positions worth $193.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $ACN and a full exit from $NVDA. The portfolio is most concentrated in Other (37.9% of disclosed assets). All figures are sourced directly from Evergreen Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1965292.
AI Fund Analysis
Stable
$BRK-A
$ELV
$PTY
$CVX
$UNHSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD SPECIALIZED FUNDS
—Quality
$14.6M67,679 shVANGUARD BD INDEX FDS
—Quality
$10.6M154,303 shVANGUARD WHITEHALL FDS
—Quality
$10.5M71,180 sh- 64.5
Quality
$9.4M19,665 sh VANGUARD INDEX FDS
—Quality
$9.1M28,375 sh- 74.6
Quality
$7.8M37,361 sh - 54.4
Quality
$7.7M698,165 sh - 68.2
Quality
$7.1M3,728 sh - 80.2
Quality
$7.0M24,244 sh - 75.1
Quality
$6.4M8,344 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | — | $14.6M | 67,679 |
| VANGUARD BD INDEX FDS | — | $10.6M | 154,303 |
| VANGUARD WHITEHALL FDS | — | $10.5M | 71,180 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $9.4M | 19,665 |
| VANGUARD INDEX FDS | — | $9.1M | 28,375 |
 AMAZON COM INC$AMZN | 74.6 | $7.8M | 37,361 |
 PITNEY BOWES INC /DE/$PBI | 54.4 | $7.7M | 698,165 |
 MARKEL GROUP INC.$MKL | 68.2 | $7.1M | 3,728 |
 Alphabet Inc.$GOOG | 80.2 | $7.0M | 24,244 |
 REGENERON PHARMACEUTICALS, INC.$REGN | 75.1 | $6.4M | 8,344 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evergreen Wealth Management, LLC's 54 positions.
Showing top 10 of 54 holdings.
Sector Allocation
Other
$73.4M
Technology
$36.7M
Financials
$31.2M
Healthcare
$17.3M
Consumer Discretionary
$13.6M
Industrials
$11.3M
Communication Services
$7.4M
Energy
$2.8M
Full Holdings — Evergreen Wealth Management, LLC (Q1 2026)
All 54 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SPECIALIZED FUNDS | $14.6M | 7.5% | +3% | — |
| 2 | — | VANGUARD BD INDEX FDS | $10.6M | 5.5% | +2% | — |
| 3 | — | VANGUARD WHITEHALL FDS | $10.5M | 5.4% | +0% | — |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $9.4M | 4.9% | +46% | 64.5 |
| 5 | — | VANGUARD INDEX FDS | $9.1M | 4.7% | -10% | — |
| 6 | $AMZN | AMAZON COM INC | $7.8M | 4.0% | -3% | 74.6 |
| 7 | $PBI | PITNEY BOWES INC /DE/ | $7.7M | 4.0% | -0% | 54.4 |
| 8 | $MKL | MARKEL GROUP INC. | $7.1M | 3.7% | +3% | 68.2 |
| 9 | $GOOG | Alphabet Inc. | $7.0M | 3.6% | -17% | 80.2 |
| 10 | $REGN | REGENERON PHARMACEUTICALS, INC. | $6.4M | 3.3% | -15% | 75.1 |
| 11 | — | VANGUARD BD INDEX FDS | $6.3M | 3.3% | +2% | — |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.1M | 3.1% | -26% | — |
| 13 |  $META | Meta Platforms, Inc. | $5.7M | 3.0% | +7% | 80.9 |
| 14 | $ELV | Elevance Health, Inc. | $5.5M | 2.8% | +6% | 59.4 |
| 15 |  $DIS | Walt Disney Co | $4.8M | 2.5% | -7% | 68.9 |
| 16 |  $IVZ | Invesco Ltd. | $4.5M | 2.3% | +34% | — |
| 17 | $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $4.4M | 2.3% | +4% | — |
| 18 |  $ACN | Accenture plc | $4.1M | 2.1% | NEW | — |
| 19 |  $KSPI | Joint Stock Co Kaspi.kz | $3.8M | 1.9% | +20% | — |
| 20 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $3.3M | 1.7% | +2% | 54.8 |
| 21 |  $V | VISA INC. | $3.3M | 1.7% | +1% | 83.5 |
| 22 |  $MSFT | MICROSOFT CORP | $2.9M | 1.5% | +13% | 83.7 |
| 23 | $CVX | CHEVRON CORP | $2.8M | 1.4% | +1% | 54.7 |
| 24 | — | VANGUARD INTL EQUITY INDEX F | $2.8M | 1.4% | -3% | — |
| 25 |  $CSCO | CISCO SYSTEMS, INC. | $2.7M | 1.4% | +1% | 72.3 |
| 26 |  $NFLX | NETFLIX INC | $2.6M | 1.3% | NEW | 86.7 |
| 27 | — | VANGUARD BD INDEX FDS | $2.5M | 1.3% | +10% | — |
| 28 |  $LMT | LOCKHEED MARTIN CORP | $2.5M | 1.3% | -35% | 65 |
| 29 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 1.3% | +1% | 35.6 |
| 30 | — | VANGUARD INDEX FDS | $2.3M | 1.2% | -0% | — |
| 31 | — | VANGUARD INDEX FDS | $2.2M | 1.1% | +0% | — |
| 32 | $META | Meta Platforms, Inc. | $2.1M | 1.1% | +2% | 80.9 |
| 33 |  $LRN | Stride, Inc. | $2.1M | 1.1% | NEW | 71.1 |
| 34 |  $JNJ | JOHNSON & JOHNSON | $1.9M | 1.0% | -61% | 72.8 |
| 35 |  $AMGN | AMGEN INC | $1.7M | 0.9% | -17% | 79.5 |
| 36 | $UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.8% | +1% | 66.8 |
| 37 | — | VANGUARD INDEX FDS | $1.5M | 0.8% | +0% | — |
| 38 |  $BKNG | Booking Holdings Inc. | $1.4M | 0.7% | +49% | 55.3 |
| 39 |  $GOOGL | Alphabet Inc. | $1.4M | 0.7% | -37% | 80.2 |
| 40 | — | SCHWAB STRATEGIC TR | $1.4M | 0.7% | -3% | — |
| 41 | — | VANGUARD INDEX FDS | $1.4M | 0.7% | +0% | — |
| 42 |  $CPRT | COPART INC | $1.3M | 0.7% | +67% | 74.9 |
| 43 | — | VANGUARD INDEX FDS | $1.1M | 0.6% | -0% | — |
| 44 | — | VANGUARD INDEX FDS | $1.1M | 0.6% | +0% | — |
| 45 |  $FND | Floor & Decor Holdings, Inc. | $989,110 | 0.5% | NEW | 53.4 |
| 46 |  $JXN | Jackson Financial Inc. | $877,265 | 0.5% | +0% | 67.5 |
| 47 |  $TTD | Trade Desk, Inc. | $816,270 | 0.4% | +114% | 72.2 |
| 48 |  $NVR | NVR INC | $795,480 | 0.4% | +2% | 62.3 |
| 49 | — | VANGUARD INTL EQUITY INDEX F | $661,937 | 0.3% | +2% | — |
| 50 | — | VANGUARD INTL EQUITY INDEX F | $515,227 | 0.3% | +3% | — |
| 51 | — | VANGUARD STAR FDS | $344,650 | 0.2% | +2% | — |
| 52 |  $CB | Chubb Ltd | $243,975 | 0.1% | +7% | — |
| 53 |  $AAPL | Apple Inc. | $228,943 | 0.1% | -1% | 76.1 |
| 54 |  $NVO | NOVO NORDISK A S | $209,414 | 0.1% | +24% | — |
New Positions (4)
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