Evergreen Advisors
Latest statistics and disclosures from Evergreen Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, SCHF, VCIT, SCHD, VGIT, and represent 84.07% of Evergreen Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHD, VCIT, IJR, VGIT, VMBS, SCHF, AVGO, GOOGL, IYW, AAPL.
- Started 3 new stock positions in GOOGL, AVGO, IYW.
- Reduced shares in these 7 stocks: VTI, VO, AGG, SPY, SCHB, IWD, VEU.
- Sold out of its position in VO.
- Evergreen Advisors was a net buyer of stock by $7.8M.
- Evergreen Advisors has $410M in assets under management (AUM), dropping by 8.62%.
- Central Index Key (CIK): 0001762294
Tip: Access up to 7 years of quarterly data
Positions held by Evergreen Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 39.5 | $162M | 6.2M | 26.23 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.4 | $59M | 2.5M | 24.04 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 11.9 | $49M | +3% | 584k | 83.75 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.2 | $42M | +5% | 1.5M | 27.43 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 8.2 | $34M | +3% | 560k | 59.93 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.6 | $31M | +3% | 666k | 47.08 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $21M | +5% | 178k | 120.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $3.5M | -2% | 5.1k | 681.92 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.3M | +2% | 5.8k | 219.78 |
|
| Apple (AAPL) | 0.3 | $1.2M | +20% | 4.3k | 271.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $905k | -30% | 2.7k | 335.25 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $868k | -2% | 4.1k | 210.34 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $809k | -10% | 8.1k | 99.88 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $722k | 9.8k | 73.56 |
|
|
| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.2 | $634k | +9% | 24k | 26.42 |
|
| Broadcom (AVGO) | 0.1 | $609k | NEW | 1.8k | 346.10 |
|
| Smartfinancial Com New (SMBK) | 0.1 | $437k | 12k | 36.99 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $303k | 1.6k | 186.50 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $253k | 522.00 | 483.62 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $245k | NEW | 783.00 | 313.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $243k | +8% | 499.00 | 487.60 |
|
| Lowe's Companies (LOW) | 0.1 | $236k | +2% | 977.00 | 241.17 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $231k | 895.00 | 257.88 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $207k | NEW | 1.0k | 199.68 |
|
Past Filings by Evergreen Advisors
SEC 13F filings are viewable for Evergreen Advisors going back to 2018
- Evergreen Advisors 2025 Q4 filed Feb. 5, 2026
- Evergreen Advisors 2025 Q2 filed Aug. 4, 2025
- Evergreen Advisors 2025 Q1 filed May 7, 2025
- Evergreen Advisors 2024 Q4 filed Feb. 5, 2025
- Evergreen Advisors 2024 Q3 filed Nov. 8, 2024
- Evergreen Advisors 2024 Q2 filed Aug. 8, 2024
- Evergreen Advisors 2024 Q1 filed May 3, 2024
- Evergreen Advisors 2023 Q4 filed Feb. 7, 2024
- Evergreen Advisors 2023 Q3 filed Nov. 3, 2023
- Evergreen Advisors 2023 Q2 filed July 31, 2023
- Evergreen Advisors 2023 Q1 filed May 5, 2023
- Evergreen Advisors 2022 Q4 filed Feb. 2, 2023
- Evergreen Advisors 2022 Q3 filed Nov. 1, 2022
- Evergreen Advisors 2022 Q2 filed July 29, 2022
- Evergreen Advisors 2022 Q1 filed May 5, 2022
- Evergreen Advisors 2021 Q4 filed Feb. 3, 2022