Evergreen Wealth Management
Latest statistics and disclosures from Evergreen Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, BLV, VYM, BRK.B, VTI, and represent 27.99% of Evergreen Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ACN, BRK.B, NFLX, LRN, RSP, FND, KSPI, CPRT, BKNG, TTD.
- Started 4 new stock positions in NFLX, ACN, LRN, FND.
- Reduced shares in these 10 stocks: JNJ, TSM, NVDA, PYPL, GOOGL, , LMT, REGN, VTI, GOOG.
- Sold out of its positions in NVDA, PYPL, ULTA, ASML.
- Evergreen Wealth Management was a net buyer of stock by $1.6M.
- Evergreen Wealth Management has $194M in assets under management (AUM), dropping by -2.44%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.5 | $15M | +2% | 68k | 215.06 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.5 | $11M | 154k | 68.78 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 5.4 | $11M | 71k | 148.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $9.4M | +45% | 20k | 479.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.7 | $9.1M | -9% | 28k | 320.81 |
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| Amazon (AMZN) | 4.0 | $7.8M | -3% | 37k | 208.27 |
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| Pitney Bowes (PBI) | 4.0 | $7.7M | 698k | 11.05 |
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| Markel Corporation (MKL) | 3.7 | $7.1M | +3% | 3.7k | 1913.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $7.0M | -17% | 24k | 287.56 |
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| Regeneron Pharmaceuticals (REGN) | 3.3 | $6.4M | -15% | 8.3k | 772.62 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 3.3 | $6.3M | 82k | 77.18 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.1 | $6.1M | -26% | 18k | 337.95 |
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| Meta Platforms Cl A (META) | 3.0 | $5.7M | +7% | 10k | 572.15 |
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| Anthem (ELV) | 2.8 | $5.5M | +6% | 19k | 292.75 |
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| Walt Disney Company (DIS) | 2.5 | $4.8M | -6% | 50k | 96.38 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $4.5M | +33% | 24k | 191.92 |
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| PIMCO Corporate Opportunity Fund (PTY) | 2.3 | $4.4M | +3% | 366k | 12.06 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $4.1M | NEW | 21k | 198.29 |
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 2.0 | $3.8M | +20% | 51k | 74.07 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.7 | $3.3M | 1.8k | 1884.88 |
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| Visa Com Cl A (V) | 1.7 | $3.3M | 11k | 302.24 |
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| Microsoft Corporation (MSFT) | 1.5 | $2.9M | +12% | 7.8k | 370.17 |
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| Chevron Corporation (CVX) | 1.4 | $2.8M | 13k | 206.90 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $2.8M | -3% | 37k | 75.00 |
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| Cisco Systems (CSCO) | 1.4 | $2.7M | 35k | 77.59 |
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| Netflix (NFLX) | 1.3 | $2.6M | NEW | 27k | 96.15 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.3 | $2.5M | +9% | 51k | 49.78 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $2.5M | -35% | 4.2k | 604.33 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $2.4M | 8.2k | 294.14 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $2.3M | 5.2k | 436.79 |
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| Vanguard Index Fds Value Etf (VTV) | 1.1 | $2.2M | 11k | 196.19 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $2.1M | 27k | 78.41 |
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| Stride (LRN) | 1.1 | $2.1M | NEW | 24k | 88.17 |
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| Johnson & Johnson (JNJ) | 1.0 | $1.9M | -61% | 7.8k | 244.44 |
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| Amgen (AMGN) | 0.9 | $1.7M | -17% | 4.9k | 351.83 |
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| UnitedHealth (UNH) | 0.8 | $1.6M | 5.9k | 270.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $1.5M | 6.8k | 217.26 |
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| Booking Holdings (BKNG) | 0.7 | $1.4M | +49% | 337.00 | 4211.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | -36% | 4.9k | 286.84 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $1.4M | -3% | 45k | 30.68 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $1.4M | 7.4k | 184.27 |
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| Copart (CPRT) | 0.7 | $1.3M | +67% | 40k | 33.20 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.6 | $1.1M | 4.5k | 257.33 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $1.1M | 3.6k | 302.21 |
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| Floor & Decor Hldgs Cl A (FND) | 0.5 | $989k | NEW | 20k | 50.80 |
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| Jackson Financial Com Cl A (JXN) | 0.5 | $877k | 8.3k | 105.72 |
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| The Trade Desk Com Cl A (TTD) | 0.4 | $816k | +114% | 36k | 22.69 |
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| NVR (NVR) | 0.4 | $796k | 121.00 | 6574.21 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $662k | +2% | 4.5k | 145.80 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $515k | +3% | 9.5k | 54.05 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $345k | +2% | 4.5k | 77.10 |
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| Chubb (CB) | 0.1 | $244k | +7% | 749.00 | 325.73 |
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| Apple (AAPL) | 0.1 | $229k | 902.00 | 253.82 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $209k | +24% | 5.7k | 36.75 |
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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 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