Evergreen Wealth Management
Latest statistics and disclosures from Evergreen Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, VTI, BLV, VYM, GOOGL, and represent 28.70% of Evergreen Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PBI (+$6.7M), FI (+$5.1M), FCNCA, VUSB, ELV, BLV, CPRT, UNH, MKL, KSPI.
- Started 6 new stock positions in VUSB, ASML, PBI, FCNCA, FI, CPRT.
- Reduced shares in these 10 stocks: PYPL, MDT, QCOM, BSV, , , AAPL, MSFT, TSM, BIV.
- Sold out of its positions in DHIL, FIS, PYPL, QCOM, MDT.
- Evergreen Wealth Management was a net buyer of stock by $3.7M.
- Evergreen Wealth Management has $191M in assets under management (AUM), dropping by 6.98%.
- Central Index Key (CIK): 0001965292
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Portfolio Holdings for Evergreen Wealth Management
Evergreen Wealth Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.0 | $13M | 62k | 215.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.5 | $13M | 38k | 328.17 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.4 | $10M | +13% | 146k | 70.85 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 5.2 | $9.8M | 70k | 140.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $8.7M | -4% | 36k | 243.10 |
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| Amazon (AMZN) | 4.4 | $8.4M | 38k | 219.57 |
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| Markel Corporation (MKL) | 3.6 | $6.8M | +4% | 3.5k | 1911.54 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.5 | $6.7M | -10% | 24k | 279.29 |
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| Pitney Bowes (PBI) | 3.5 | $6.7M | NEW | 586k | 11.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $6.6M | 13k | 502.72 |
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| Meta Platforms Cl A (META) | 3.3 | $6.3M | -5% | 8.6k | 734.37 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 3.2 | $6.1M | -10% | 78k | 78.09 |
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| Walt Disney Company (DIS) | 3.2 | $6.0M | -5% | 53k | 114.50 |
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| Anthem (ELV) | 2.9 | $5.6M | +33% | 17k | 323.12 |
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| Regeneron Pharmaceuticals (REGN) | 2.8 | $5.4M | -7% | 9.6k | 562.28 |
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| Fiserv (FI) | 2.7 | $5.1M | NEW | 39k | 128.93 |
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| PIMCO Corporate Opportunity Fund (PTY) | 2.5 | $4.9M | +2% | 337k | 14.44 |
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| Johnson & Johnson (JNJ) | 1.9 | $3.7M | -7% | 20k | 185.42 |
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| Visa Com Cl A (V) | 1.9 | $3.6M | 11k | 341.39 |
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| Microsoft Corporation (MSFT) | 1.9 | $3.6M | -18% | 6.9k | 517.99 |
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 1.7 | $3.3M | +7% | 41k | 81.68 |
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| Lockheed Martin Corporation (LMT) | 1.7 | $3.2M | 6.3k | 499.19 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.6 | $3.0M | NEW | 1.7k | 1788.74 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $2.8M | -8% | 40k | 71.37 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.4 | $2.6M | 5.5k | 479.59 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $2.5M | -4% | 8.0k | 315.43 |
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| Cisco Systems (CSCO) | 1.3 | $2.4M | 35k | 68.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.4M | -5% | 9.8k | 243.56 |
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| Vanguard Index Fds Value Etf (VTV) | 1.2 | $2.2M | 12k | 186.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $2.0M | -46% | 26k | 78.91 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.1 | $2.0M | NEW | 41k | 49.99 |
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| Chevron Corporation (CVX) | 1.1 | $2.0M | 13k | 155.29 |
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| UnitedHealth (UNH) | 1.0 | $2.0M | +79% | 5.7k | 345.29 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.9M | -22% | 10k | 186.59 |
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| Amgen (AMGN) | 0.9 | $1.6M | -12% | 5.8k | 282.21 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $1.5M | 7.1k | 208.72 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $1.4M | 4.7k | 293.81 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $1.4M | 7.9k | 174.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $1.2M | -4% | 45k | 27.30 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $1.2M | 2.2k | 546.79 |
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| Booking Holdings (BKNG) | 0.6 | $1.2M | -17% | 219.00 | 5405.92 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $1.1M | 3.7k | 297.63 |
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| Copart (CPRT) | 0.5 | $1.0M | NEW | 23k | 44.97 |
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| NVR (NVR) | 0.5 | $922k | +5% | 115.00 | 8016.07 |
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| Jackson Financial Com Cl A (JXN) | 0.4 | $840k | 8.3k | 101.23 |
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| The Trade Desk Com Cl A (TTD) | 0.4 | $791k | -16% | 16k | 49.01 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $668k | 4.7k | 142.55 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $529k | 9.8k | 54.18 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $333k | 4.5k | 73.46 |
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| Apple (AAPL) | 0.1 | $233k | -83% | 915.00 | 254.56 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $219k | NEW | 226.00 | 968.65 |
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Past Filings by Evergreen Wealth Management
SEC 13F filings are viewable for Evergreen Wealth Management going back to 2022
- Evergreen Wealth Management 2025 Q3 filed Nov. 3, 2025
- Evergreen Wealth Management 2025 Q2 filed Aug. 4, 2025
- Evergreen Wealth Management 2025 Q1 filed May 5, 2025
- Evergreen Wealth Management 2024 Q4 filed Jan. 31, 2025
- Evergreen Wealth Management 2024 Q3 filed Nov. 6, 2024
- Evergreen Wealth Management 2024 Q2 filed July 26, 2024
- Evergreen Wealth Management 2024 Q1 filed May 3, 2024
- Evergreen Wealth Management 2023 Q4 filed Feb. 6, 2024
- Evergreen Wealth Management 2023 Q3 filed Nov. 14, 2023
- Evergreen Wealth Management 2023 Q2 filed Aug. 3, 2023
- Evergreen Wealth Management 2023 Q1 filed April 25, 2023
- Evergreen Wealth Management 2022 Q4 filed Feb. 14, 2023