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 83.02% of Evergreen Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCIT, SCHV, VGIT, VMBS, SCHB, SCHD, IJR, TSLA, NVDA, VUG.
- Reduced shares in these 10 stocks: BRK.B, AMZN, WMT, CVX, PNFP, PNC, GE, , LLY, PLTR.
- Sold out of its positions in AFL, T, ARKK, AMD, ALL, GOOG, AMZN, AEP, AXP, AMGN.
- Evergreen Advisors was a net buyer of stock by $4.0M.
- Evergreen Advisors has $469M in assets under management (AUM), dropping by 10.05%.
- Central Index Key (CIK): 0001762294
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Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 38.9 | $183M | 6.3M | 28.96 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.7 | $69M | 2.5M | 27.70 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 11.2 | $53M | +3% | 638k | 82.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.6 | $50M | 1.6M | 31.71 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 7.6 | $36M | +3% | 601k | 58.98 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.1 | $33M | +3% | 714k | 46.81 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.9 | $28M | 186k | 148.31 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $3.4M | 4.5k | 746.77 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $2.3M | +187% | 66k | 34.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.6M | 6.9k | 236.62 |
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| Apple (AAPL) | 0.3 | $1.2M | 4.2k | 289.38 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.0M | 20k | 50.58 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.0M | 4.1k | 242.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $988k | 2.7k | 370.07 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $827k | 9.9k | 83.75 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $802k | 8.1k | 98.98 |
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| Broadcom (AVGO) | 0.2 | $759k | +14% | 2.0k | 377.75 |
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| NVIDIA Corporation (NVDA) | 0.1 | $674k | +71% | 3.4k | 200.08 |
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| Smartfinancial Com New (SMBK) | 0.1 | $557k | 12k | 46.92 |
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| Tesla Motors (TSLA) | 0.1 | $484k | +651% | 1.2k | 420.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $367k | 1.0k | 357.37 |
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| Intel Corporation (INTC) | 0.1 | $323k | 2.3k | 139.63 |
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| Lowe's Companies (LOW) | 0.1 | $311k | 1.4k | 220.52 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $273k | 901.00 | 303.04 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $262k | 1.0k | 252.23 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $259k | +503% | 3.0k | 86.14 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $247k | +93% | 518.00 | 477.57 |
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| Caterpillar (CAT) | 0.0 | $224k | 210.00 | 1067.04 |
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| Home Depot (HD) | 0.0 | $219k | 621.00 | 352.50 |
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| Microsoft Corporation (MSFT) | 0.0 | $213k | 571.00 | 373.02 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $202k | +353% | 929.00 | 217.82 |
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Past Filings by Evergreen Advisors
SEC 13F filings are viewable for Evergreen Advisors going back to 2018
- Evergreen Advisors 2026 Q2 filed Aug. 4, 2026
- Evergreen Advisors 2026 Q1 filed May 5, 2026
- 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