Evergreen Wealth Management, LLC
13F Reported Value
ⓘ$213.3M
Holdings
55
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Evergreen Wealth Management, LLC disclosed 55 positions worth $213.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 3 and a full exit from $CSCO. The portfolio is most concentrated in Other (40.9% 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
Concentrating
$PBI
$BRK-A
$PTY
$CVX
$UNHSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$16.3M69,053 shVANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$11.5M72,610 shVANGUARD BD INDEX FDS - LONG TERM BOND
—Quality
$11.1M161,241 sh- 59.4
Quality
$10.6M605,375 sh - 73.8
Quality
$10.3M20,554 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$9.1M24,621 sh- 68.7
Quality
$8.9M37,404 sh - 60.2
Quality
$8.9M4,533 sh - $7.8M16,404 sh
- 78.2
Quality
$7.8M21,813 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $16.3M | 69,053 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $11.5M | 72,610 |
| VANGUARD BD INDEX FDS - LONG TERM BOND | — | $11.1M | 161,241 |
| PITNEY BOWES INC /DE/$PBI | 59.4 | $10.6M | 605,375 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $10.3M | 20,554 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $9.1M | 24,621 |
 AMAZON COM INC$AMZN | 68.7 | $8.9M | 37,404 |
 MARKEL GROUP INC.$MKL | 60.2 | $8.9M | 4,533 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $7.8M | 16,404 |
 Alphabet Inc.$GOOG | 78.2 | $7.8M | 21,813 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evergreen Wealth Management, LLC's 55 positions.
Showing top 10 of 55 holdings.
Sector Allocation
Other
$87.3M
Technology
$42.0M
Financials
$32.0M
Healthcare
$18.6M
Consumer Discretionary
$14.5M
Industrials
$11.2M
Communication Services
$5.4M
Energy
$2.3M
Full Holdings — Evergreen Wealth Management, LLC (Q2 2026)
All 55 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 - DIV APP ETF | $16.3M | 7.7% | +2% | — |
| 2 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $11.5M | 5.4% | +2% | — |
| 3 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $11.1M | 5.2% | +4% | — |
| 4 | $PBI | PITNEY BOWES INC /DE/ | $10.6M | 5.0% | -13% | 59.4 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $10.3M | 4.8% | +5% | 73.8 |
| 6 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $9.1M | 4.3% | -13% | — |
| 7 | $AMZN | AMAZON COM INC | $8.9M | 4.2% | +0% | 68.7 |
| 8 | $MKL | MARKEL GROUP INC. | $8.9M | 4.2% | +22% | 60.2 |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.8M | 3.7% | -9% | — |
| 10 | $GOOG | Alphabet Inc. | $7.8M | 3.6% | -10% | 78.2 |
| 11 |  $ELV | Elevance Health, Inc. | $6.8M | 3.2% | -7% | 59 |
| 12 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $6.6M | 3.1% | +4% | — |
| 13 |  $META | Meta Platforms, Inc. | $5.7M | 2.7% | +2% | 79.6 |
| 14 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $5.3M | 2.5% | +2% | 71 |
| 15 | $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $4.7M | 2.2% | +6% | — |
| 16 |  $ACN | Accenture plc | $4.4M | 2.1% | +70% | — |
| 17 | — | VANGUARD INDEX FDS - MID CAP ETF | $4.2M | 2.0% | NEW | — |
| 18 | — | VANGUARD INDEX FDS - SMALL CP ETF | $4.1M | 1.9% | NEW | — |
| 19 |  $V | VISA INC. | $3.9M | 1.8% | +5% | 82.9 |
| 20 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $3.7M | 1.7% | +2% | 52.9 |
| 21 |  $MSFT | MICROSOFT CORP | $3.6M | 1.7% | +23% | 79.8 |
| 22 |  $DIS | Walt Disney Co | $3.4M | 1.6% | -30% | 60.1 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 1.5% | +18% | 70.7 |
| 24 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $3.2M | 1.5% | +3% | — |
| 25 |  $KSPI | Joint Stock Co Kaspi.kz | $3.0M | 1.4% | -31% | — |
| 26 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.7M | 1.3% | +512% | — |
| 27 | — | VANGUARD INDEX FDS - VALUE ETF | $2.5M | 1.2% | +2% | — |
| 28 | $UNH | UNITEDHEALTH GROUP INC | $2.5M | 1.2% | +2% | 62.7 |
| 29 |  $ADBE | ADOBE INC. | $2.3M | 1.1% | NEW | 77.6 |
| 30 | $CVX | CHEVRON CORP | $2.3M | 1.1% | +3% | 62.8 |
| 31 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $2.2M | 1.0% | -13% | — |
| 32 | $META | Meta Platforms, Inc. | $2.2M | 1.0% | +4% | 79.6 |
| 33 |  $LMT | LOCKHEED MARTIN CORP | $2.2M | 1.0% | +1% | 65.6 |
| 34 |  $LRN | Stride, Inc. | $2.1M | 1.0% | +2% | 64.5 |
| 35 |  $NFLX | NETFLIX INC | $2.0M | 1.0% | +6% | 78.8 |
| 36 |  $BKNG | Booking Holdings Inc. | $2.0M | 0.9% | +3275% | 58.5 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.9% | +1% | 69 |
| 38 |  $AMGN | AMGEN INC | $1.8M | 0.8% | +2% | 79.2 |
| 39 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.7M | 0.8% | -0% | — |
| 40 |  $GOOGL | Alphabet Inc. | $1.6M | 0.8% | -4% | 78.2 |
| 41 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.5M | 0.7% | +2% | — |
| 42 |  $CPRT | COPART INC | $1.4M | 0.7% | +28% | 69.1 |
| 43 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.4M | 0.7% | +0% | — |
| 44 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $1.4M | 0.7% | +2% | — |
| 45 |  $NVR | NVR INC | $1.3M | 0.6% | +63% | 56.3 |
| 46 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.3M | 0.6% | +1% | — |
| 47 |  $IVZ | Invesco Ltd. | $1.0M | 0.5% | -80% | — |
| 48 |  $JXN | Jackson Financial Inc. | $737,003 | 0.3% | -13% | 60.4 |
| 49 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $690,820 | 0.3% | -1% | — |
| 50 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $554,869 | 0.3% | -2% | — |
| 51 | — | VANGUARD STAR FDS - VG TL INTL STK F | $376,395 | 0.2% | -1% | — |
| 52 |  $NVO | NOVO NORDISK A S | $287,513 | 0.1% | +5% | — |
| 53 |  $AAPL | Apple Inc. | $275,486 | 0.1% | +6% | 76.4 |
| 54 |  $CB | Chubb Ltd | $267,159 | 0.1% | +5% | — |
| 55 |  $ASML | ASML HOLDING NV | $229,372 | 0.1% | NEW | — |
New Positions (4)
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