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 27.66% of Evergreen Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: RSP, PYPL, PBI, VIG, META, BLV, VUSB, NVO, BIV, CB.
- Started 4 new stock positions in NVO, PYPL, CB, RSP.
- Reduced shares in these 10 stocks: FI (-$5.1M), VTI, GOOGL, GOOG, VEU, VUG, VTV, VOE, VOT, VBR.
- Sold out of its position in FI.
- Evergreen Wealth Management was a net buyer of stock by $341k.
- Evergreen Wealth Management has $199M in assets under management (AUM), dropping by 4.09%.
- Central Index Key (CIK): 0001965292
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Portfolio Holdings for Evergreen Wealth Management
Evergreen Wealth Management holds 54 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 | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.3 | $15M | +6% | 66k | 219.78 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.3 | $11M | -17% | 32k | 335.27 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.3 | $11M | +3% | 152k | 69.52 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 5.1 | $10M | 71k | 143.52 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $9.1M | -18% | 29k | 313.00 |
|
| Amazon (AMZN) | 4.5 | $8.9M | 39k | 230.82 |
|
|
| Markel Corporation (MKL) | 3.9 | $7.8M | +2% | 3.6k | 2149.54 |
|
| Regeneron Pharmaceuticals (REGN) | 3.8 | $7.6M | +2% | 9.8k | 771.83 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.7 | $7.4M | 25k | 303.89 |
|
|
| Pitney Bowes (PBI) | 3.7 | $7.4M | +19% | 698k | 10.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $6.8M | +2% | 14k | 502.63 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.2 | $6.3M | +3% | 81k | 77.88 |
|
| Anthem (ELV) | 3.1 | $6.2M | +2% | 18k | 350.55 |
|
| Meta Platforms Cl A (META) | 3.1 | $6.2M | +8% | 9.4k | 660.06 |
|
| Walt Disney Company (DIS) | 3.1 | $6.1M | 54k | 113.77 |
|
|
| PIMCO Corporate Opportunity Fund (PTY) | 2.3 | $4.5M | +4% | 352k | 12.90 |
|
| Johnson & Johnson (JNJ) | 2.1 | $4.1M | 20k | 206.95 |
|
|
| Visa Com Cl A (V) | 1.9 | $3.8M | 11k | 350.70 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.9 | $3.7M | +2% | 1.7k | 2146.75 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $3.4M | NEW | 18k | 191.56 |
|
| Microsoft Corporation (MSFT) | 1.7 | $3.4M | 7.0k | 483.65 |
|
|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 1.7 | $3.3M | +4% | 42k | 78.13 |
|
| Lockheed Martin Corporation (LMT) | 1.6 | $3.1M | +2% | 6.5k | 483.69 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $2.8M | -4% | 38k | 73.56 |
|
| Cisco Systems (CSCO) | 1.4 | $2.7M | 35k | 77.03 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.6M | +2% | 8.1k | 322.21 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $2.5M | -4% | 5.2k | 487.87 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.4M | -21% | 7.7k | 313.82 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.2 | $2.3M | +14% | 47k | 49.84 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $2.2M | -5% | 11k | 191.00 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $2.1M | +3% | 27k | 78.81 |
|
| Chevron Corporation (CVX) | 1.0 | $2.0M | 13k | 152.40 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.0M | +2% | 11k | 186.49 |
|
| Amgen (AMGN) | 1.0 | $1.9M | 5.9k | 327.33 |
|
|
| UnitedHealth (UNH) | 1.0 | $1.9M | 5.8k | 330.13 |
|
|
| Paypal Holdings (PYPL) | 0.8 | $1.5M | NEW | 26k | 58.38 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $1.4M | -4% | 6.8k | 211.79 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $1.4M | +3% | 2.3k | 605.04 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $1.3M | -5% | 7.4k | 177.38 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $1.3M | +2% | 46k | 27.43 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.6 | $1.2M | -4% | 4.5k | 279.12 |
|
| Booking Holdings (BKNG) | 0.6 | $1.2M | +3% | 226.00 | 5358.44 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $1.1M | -4% | 3.6k | 302.11 |
|
| Copart (CPRT) | 0.5 | $941k | +3% | 24k | 39.15 |
|
| Jackson Financial Com Cl A (JXN) | 0.4 | $885k | 8.3k | 106.65 |
|
|
| NVR (NVR) | 0.4 | $865k | +3% | 119.00 | 7267.28 |
|
| The Trade Desk Com Cl A (TTD) | 0.3 | $637k | +4% | 17k | 37.96 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $636k | -5% | 4.4k | 143.34 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $496k | -5% | 9.2k | 53.76 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $330k | -3% | 4.4k | 75.43 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $252k | +3% | 235.00 | 1071.48 |
|
| Apple (AAPL) | 0.1 | $247k | 909.00 | 271.96 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $234k | NEW | 4.6k | 50.88 |
|
| Chubb (CB) | 0.1 | $218k | NEW | 698.00 | 312.28 |
|
Past Filings by Evergreen Wealth Management
SEC 13F filings are viewable for Evergreen Wealth Management going back to 2022
- Evergreen Wealth Management 2025 Q4 filed Feb. 6, 2026
- 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