Evergreen Wealth Management

Evergreen Wealth Management as of Sept. 30, 2025

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
Vanguard Index Fds Total Stk Mkt (VTI) 6.5 $13M 38k 328.17
Vanguard Bd Index Fds Long Term Bond (BLV) 5.4 $10M 146k 70.85
Vanguard Whitehall Fds High Div Yld (VYM) 5.2 $9.8M 70k 140.95
Alphabet Cap Stk Cl A (GOOGL) 4.6 $8.7M 36k 243.10
Amazon (AMZN) 4.4 $8.4M 38k 219.57
Markel Corporation (MKL) 3.6 $6.8M 3.5k 1911.54
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.5 $6.7M 24k 279.29
Pitney Bowes (PBI) 3.5 $6.7M 586k 11.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.5 $6.6M 13k 502.72
Meta Platforms Cl A (META) 3.3 $6.3M 8.6k 734.37
Vanguard Bd Index Fds Intermed Term (BIV) 3.2 $6.1M 78k 78.09
Walt Disney Company (DIS) 3.2 $6.0M 53k 114.50
Anthem (ELV) 2.9 $5.6M 17k 323.12
Regeneron Pharmaceuticals (REGN) 2.8 $5.4M 9.6k 562.28
Fiserv (FI) 2.7 $5.1M 39k 128.93
PIMCO Corporate Opportunity Fund (PTY) 2.5 $4.9M 337k 14.44
Johnson & Johnson (JNJ) 1.9 $3.7M 20k 185.42
Visa Com Cl A (V) 1.9 $3.6M 11k 341.39
Microsoft Corporation (MSFT) 1.9 $3.6M 6.9k 517.99
Kaspi Kz Jsc Sponsored Ads (KSPI) 1.7 $3.3M 41k 81.68
Lockheed Martin Corporation (LMT) 1.7 $3.2M 6.3k 499.19
First Ctzns Bancshares Inc D Cl A (FCNCA) 1.6 $3.0M 1.7k 1788.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $2.8M 40k 71.37
Vanguard Index Fds Growth Etf (VUG) 1.4 $2.6M 5.5k 479.59
JPMorgan Chase & Co. (JPM) 1.3 $2.5M 8.0k 315.43
Cisco Systems (CSCO) 1.3 $2.4M 35k 68.42
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.4M 9.8k 243.56
Vanguard Index Fds Value Etf (VTV) 1.2 $2.2M 12k 186.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $2.0M 26k 78.91
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.1 $2.0M 41k 49.99
Chevron Corporation (CVX) 1.1 $2.0M 13k 155.29
UnitedHealth (UNH) 1.0 $2.0M 5.7k 345.29
NVIDIA Corporation (NVDA) 1.0 $1.9M 10k 186.59
Amgen (AMGN) 0.9 $1.6M 5.8k 282.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.5M 7.1k 208.72
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $1.4M 4.7k 293.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $1.4M 7.9k 174.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.2M 45k 27.30
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.6 $1.2M 2.2k 546.79
Booking Holdings (BKNG) 0.6 $1.2M 219.00 5405.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.1M 3.7k 297.63
Copart (CPRT) 0.5 $1.0M 23k 44.97
NVR (NVR) 0.5 $922k 115.00 8016.07
Jackson Financial Com Cl A (JXN) 0.4 $840k 8.3k 101.23
The Trade Desk Com Cl A (TTD) 0.4 $791k 16k 49.01
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $668k 4.7k 142.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $529k 9.8k 54.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $333k 4.5k 73.46
Apple (AAPL) 0.1 $233k 915.00 254.56
Asml Holding N V N Y Registry Shs (ASML) 0.1 $219k 226.00 968.65