Evergreen Wealth Management

Evergreen Wealth Management as of June 30, 2025

Portfolio Holdings for Evergreen Wealth Management

Evergreen Wealth Management holds 50 positions in its portfolio as reported in the June 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 61k 204.67
Vanguard Index Fds Total Stk Mkt (VTI) 6.4 $11M 38k 303.93
Vanguard Whitehall Fds High Div Yld (VYM) 5.2 $9.3M 70k 133.31
Vanguard Bd Index Fds Long Term Bond (BLV) 5.0 $8.9M 129k 69.54
Amazon (AMZN) 4.7 $8.4M 38k 219.39
Walt Disney Company (DIS) 3.9 $6.9M 56k 124.01
Vanguard Bd Index Fds Intermed Term (BIV) 3.8 $6.8M 88k 77.34
Markel Corporation (MKL) 3.8 $6.8M 3.4k 1997.49
Meta Platforms Cl A (META) 3.8 $6.7M 9.1k 738.07
Alphabet Cap Stk Cl A (GOOGL) 3.7 $6.6M 37k 176.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.6 $6.3M 13k 485.77
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.4 $6.1M 27k 226.49
Regeneron Pharmaceuticals (REGN) 3.1 $5.5M 10k 525.02
Anthem (ELV) 2.8 $5.0M 13k 388.96
PIMCO Corporate Opportunity Fund (PTY) 2.6 $4.6M 327k 13.91
Microsoft Corporation (MSFT) 2.4 $4.3M 8.5k 497.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $3.8M 49k 78.70
Visa Com Cl A (V) 2.1 $3.7M 11k 355.05
Johnson & Johnson (JNJ) 1.9 $3.3M 22k 152.75
Kaspi Kz Jsc Sponsored Ads (KSPI) 1.8 $3.2M 38k 84.89
Lockheed Martin Corporation (LMT) 1.7 $2.9M 6.4k 463.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.6 $2.9M 44k 67.22
Paypal Holdings (PYPL) 1.5 $2.6M 35k 74.32
JPMorgan Chase & Co. (JPM) 1.4 $2.4M 8.4k 289.90
Cisco Systems (CSCO) 1.3 $2.4M 35k 69.38
Vanguard Index Fds Growth Etf (VUG) 1.3 $2.4M 5.4k 438.40
Medtronic SHS (MDT) 1.3 $2.4M 27k 87.17
Vanguard Index Fds Value Etf (VTV) 1.2 $2.1M 12k 176.74
NVIDIA Corporation (NVDA) 1.2 $2.1M 13k 157.99
Qualcomm (QCOM) 1.1 $2.0M 12k 159.25
Amgen (AMGN) 1.0 $1.8M 6.6k 279.22
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.8M 10k 177.40
Chevron Corporation (CVX) 1.0 $1.8M 13k 143.18
Fidelity National Information Services (FIS) 0.9 $1.6M 19k 81.41
Diamond Hill Invt Group Com New (DHIL) 0.9 $1.5M 11k 145.31
Booking Holdings (BKNG) 0.9 $1.5M 266.00 5781.94
The Trade Desk Com Cl A (TTD) 0.8 $1.4M 19k 71.99
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.4M 7.1k 195.02
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $1.3M 4.7k 284.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $1.3M 7.8k 164.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.2M 47k 26.50
Apple (AAPL) 0.7 $1.2M 5.7k 205.19
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.0M 3.8k 276.94
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.6 $1.0M 2.2k 467.90
UnitedHealth (UNH) 0.6 $994k 3.2k 311.93
NVR (NVR) 0.4 $801k 109.00 7352.00
Jackson Financial Com Cl A (JXN) 0.4 $737k 8.3k 88.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $636k 4.7k 134.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $488k 9.9k 49.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $316k 4.6k 69.09