Evergreen Wealth Management

Evergreen Wealth Management as of Dec. 31, 2025

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 66k 219.78
Vanguard Index Fds Total Stk Mkt (VTI) 5.3 $11M 32k 335.27
Vanguard Bd Index Fds Long Term Bond (BLV) 5.3 $11M 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 29k 313.00
Amazon (AMZN) 4.5 $8.9M 39k 230.82
Markel Corporation (MKL) 3.9 $7.8M 3.6k 2149.54
Regeneron Pharmaceuticals (REGN) 3.8 $7.6M 9.8k 771.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.7 $7.4M 25k 303.89
Pitney Bowes (PBI) 3.7 $7.4M 698k 10.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.4 $6.8M 14k 502.63
Vanguard Bd Index Fds Intermed Term (BIV) 3.2 $6.3M 81k 77.88
Anthem (ELV) 3.1 $6.2M 18k 350.55
Meta Platforms Cl A (META) 3.1 $6.2M 9.4k 660.06
Walt Disney Company (DIS) 3.1 $6.1M 54k 113.77
PIMCO Corporate Opportunity Fund (PTY) 2.3 $4.5M 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 1.7k 2146.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $3.4M 18k 191.56
Microsoft Corporation (MSFT) 1.7 $3.4M 7.0k 483.65
Kaspi Kz Jsc Sponsored Ads (KSPI) 1.7 $3.3M 42k 78.13
Lockheed Martin Corporation (LMT) 1.6 $3.1M 6.5k 483.69
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $2.8M 38k 73.56
Cisco Systems (CSCO) 1.4 $2.7M 35k 77.03
JPMorgan Chase & Co. (JPM) 1.3 $2.6M 8.1k 322.21
Vanguard Index Fds Growth Etf (VUG) 1.3 $2.5M 5.2k 487.87
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.4M 7.7k 313.82
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.2 $2.3M 47k 49.84
Vanguard Index Fds Value Etf (VTV) 1.1 $2.2M 11k 191.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $2.1M 27k 78.81
Chevron Corporation (CVX) 1.0 $2.0M 13k 152.40
NVIDIA Corporation (NVDA) 1.0 $2.0M 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 26k 58.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.4M 6.8k 211.79
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $1.4M 2.3k 605.04
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $1.3M 7.4k 177.38
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.3M 46k 27.43
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $1.2M 4.5k 279.12
Booking Holdings (BKNG) 0.6 $1.2M 226.00 5358.44
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $1.1M 3.6k 302.11
Copart (CPRT) 0.5 $941k 24k 39.15
Jackson Financial Com Cl A (JXN) 0.4 $885k 8.3k 106.65
NVR (NVR) 0.4 $865k 119.00 7267.28
The Trade Desk Com Cl A (TTD) 0.3 $637k 17k 37.96
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $636k 4.4k 143.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $496k 9.2k 53.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $330k 4.4k 75.43
Asml Holding N V N Y Registry Shs (ASML) 0.1 $252k 235.00 1071.48
Apple (AAPL) 0.1 $247k 909.00 271.96
Novo-nordisk A S Adr (NVO) 0.1 $234k 4.6k 50.88
Chubb (CB) 0.1 $218k 698.00 312.28