Evergreen Wealth Management
Latest statistics and disclosures from Evergreen Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, VYM, BLV, PBI, BRK.B, and represent 28.05% of Evergreen Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VO, VB, ADBE, VUG, BKNG, ACN, MKL, MSFT, NVR, BLV.
- Started 4 new stock positions in VO, ASML, VB, ADBE.
- Reduced shares in these 10 stocks: RSP, , PBI, DIS, VTI, KSPI, FND, GOOGL, TTD, TSM.
- Sold out of its positions in CSCO, FND, TTD.
- Evergreen Wealth Management was a net buyer of stock by $6.7M.
- Evergreen Wealth Management has $213M in assets under management (AUM), dropping by 10.09%.
- Central Index Key (CIK): 0001965292
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Portfolio Holdings for Evergreen Wealth Management
Evergreen Wealth Management holds 55 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 | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.7 | $16M | +2% | 69k | 236.62 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 5.4 | $12M | +2% | 73k | 158.03 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.2 | $11M | +4% | 161k | 68.93 |
|
| Pitney Bowes (PBI) | 5.0 | $11M | -13% | 605k | 17.52 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $10M | +4% | 21k | 500.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.3 | $9.1M | -13% | 25k | 370.04 |
|
| Amazon (AMZN) | 4.2 | $8.9M | 37k | 238.34 |
|
|
| Markel Corporation (MKL) | 4.2 | $8.9M | +21% | 4.5k | 1952.98 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.7 | $7.8M | -9% | 16k | 477.56 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $7.8M | -10% | 22k | 357.36 |
|
| Anthem (ELV) | 3.2 | $6.8M | -6% | 18k | 386.72 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.1 | $6.6M | +4% | 86k | 76.70 |
|
| Meta Platforms Cl A (META) | 2.7 | $5.7M | 10k | 563.27 |
|
|
| Regeneron Pharmaceuticals (REGN) | 2.5 | $5.3M | 8.5k | 623.54 |
|
|
| PIMCO Corporate Opportunity Fund (PTY) | 2.2 | $4.7M | +6% | 389k | 12.03 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $4.4M | +69% | 36k | 124.44 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $4.2M | NEW | 53k | 80.57 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $4.1M | NEW | 14k | 303.13 |
|
| Visa Com Cl A (V) | 1.8 | $3.9M | +4% | 11k | 343.08 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.7 | $3.7M | 1.8k | 2081.24 |
|
|
| Microsoft Corporation (MSFT) | 1.7 | $3.6M | +22% | 9.6k | 373.00 |
|
| Walt Disney Company (DIS) | 1.6 | $3.4M | -29% | 35k | 96.25 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $3.2M | +17% | 9.7k | 327.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $3.2M | +2% | 38k | 83.75 |
|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 1.4 | $3.0M | -31% | 35k | 86.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $2.7M | +511% | 32k | 86.14 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $2.5M | +2% | 12k | 217.94 |
|
| UnitedHealth (UNH) | 1.2 | $2.5M | +2% | 6.0k | 415.63 |
|
| Adobe Systems Incorporated (ADBE) | 1.1 | $2.3M | NEW | 11k | 205.01 |
|
| Chevron Corporation (CVX) | 1.1 | $2.3M | +3% | 14k | 165.76 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.0 | $2.2M | -12% | 45k | 49.78 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $2.2M | +4% | 28k | 77.91 |
|
| Lockheed Martin Corporation (LMT) | 1.0 | $2.2M | 4.3k | 509.50 |
|
|
| Stride (LRN) | 1.0 | $2.1M | 24k | 86.24 |
|
|
| Netflix (NFLX) | 1.0 | $2.0M | +6% | 29k | 71.40 |
|
| Booking Holdings (BKNG) | 1.0 | $2.0M | +3275% | 11k | 178.23 |
|
| Johnson & Johnson (JNJ) | 0.9 | $2.0M | 7.8k | 253.98 |
|
|
| Amgen (AMGN) | 0.8 | $1.8M | 5.0k | 362.13 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $1.7M | 6.8k | 242.97 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.6M | -4% | 4.6k | 353.34 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $1.5M | +2% | 7.6k | 197.59 |
|
| Copart (CPRT) | 0.7 | $1.4M | +27% | 51k | 28.19 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $1.4M | 45k | 31.71 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $1.4M | 4.5k | 306.33 |
|
|
| NVR (NVR) | 0.6 | $1.3M | +62% | 197.00 | 6806.37 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $1.3M | 3.6k | 365.70 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $1.0M | -79% | 4.8k | 212.78 |
|
| Jackson Financial Com Cl A (JXN) | 0.3 | $737k | -13% | 7.2k | 102.39 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $691k | 4.5k | 154.30 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $555k | -2% | 9.3k | 59.69 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $376k | 4.4k | 85.49 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $288k | +5% | 6.0k | 47.94 |
|
| Apple (AAPL) | 0.1 | $276k | +5% | 952.00 | 289.38 |
|
| Chubb (CB) | 0.1 | $267k | +4% | 784.00 | 340.76 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $229k | NEW | 115.00 | 1994.54 |
|
Past Filings by Evergreen Wealth Management
SEC 13F filings are viewable for Evergreen Wealth Management going back to 2022
- Evergreen Wealth Management 2026 Q2 filed July 31, 2026
- Evergreen Wealth Management 2026 Q1 filed May 4, 2026
- 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