Evergreen Wealth Management

Evergreen Wealth Management as of March 31, 2026

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 68k 215.06
Vanguard Bd Index Fds Long Term Bond (BLV) 5.5 $11M 154k 68.78
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $11M 71k 148.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.9 $9.4M 20k 479.20
Vanguard Index Fds Total Stk Mkt (VTI) 4.7 $9.1M 28k 320.81
Amazon (AMZN) 4.0 $7.8M 37k 208.27
Pitney Bowes (PBI) 4.0 $7.7M 698k 11.05
Markel Corporation (MKL) 3.7 $7.1M 3.7k 1913.86
Alphabet Cap Stk Cl A (GOOGL) 3.6 $7.0M 24k 287.56
Regeneron Pharmaceuticals (REGN) 3.3 $6.4M 8.3k 772.62
Vanguard Bd Index Fds Intermed Term (BIV) 3.3 $6.3M 82k 77.18
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.1 $6.1M 18k 337.95
Meta Platforms Cl A (META) 3.0 $5.7M 10k 572.15
Anthem (ELV) 2.8 $5.5M 19k 292.75
Walt Disney Company (DIS) 2.5 $4.8M 50k 96.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.3 $4.5M 24k 191.92
PIMCO Corporate Opportunity Fund (PTY) 2.3 $4.4M 366k 12.06
Accenture Plc Ireland Shs Class A (ACN) 2.1 $4.1M 21k 198.29
Kaspi Kz Jsc Sponsored Ads (KSPI) 2.0 $3.8M 51k 74.07
First Ctzns Bancshares Inc D Cl A (FCNCA) 1.7 $3.3M 1.8k 1884.88
Visa Com Cl A (V) 1.7 $3.3M 11k 302.24
Microsoft Corporation (MSFT) 1.5 $2.9M 7.8k 370.17
Chevron Corporation (CVX) 1.4 $2.8M 13k 206.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $2.8M 37k 75.00
Cisco Systems (CSCO) 1.4 $2.7M 35k 77.59
Netflix (NFLX) 1.3 $2.6M 27k 96.15
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.3 $2.5M 51k 49.78
Lockheed Martin Corporation (LMT) 1.3 $2.5M 4.2k 604.33
JPMorgan Chase & Co. (JPM) 1.3 $2.4M 8.2k 294.14
Vanguard Index Fds Growth Etf (VUG) 1.2 $2.3M 5.2k 436.79
Vanguard Index Fds Value Etf (VTV) 1.1 $2.2M 11k 196.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $2.1M 27k 78.41
Stride (LRN) 1.1 $2.1M 24k 88.17
Johnson & Johnson (JNJ) 1.0 $1.9M 7.8k 244.44
Amgen (AMGN) 0.9 $1.7M 4.9k 351.83
UnitedHealth (UNH) 0.8 $1.6M 5.9k 270.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.5M 6.8k 217.26
Booking Holdings (BKNG) 0.7 $1.4M 337.00 4211.64
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.4M 4.9k 286.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.4M 45k 30.68
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $1.4M 7.4k 184.27
Copart (CPRT) 0.7 $1.3M 40k 33.20
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $1.1M 4.5k 257.33
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.1M 3.6k 302.21
Floor & Decor Hldgs Cl A (FND) 0.5 $989k 20k 50.80
Jackson Financial Com Cl A (JXN) 0.5 $877k 8.3k 105.72
The Trade Desk Com Cl A (TTD) 0.4 $816k 36k 22.69
NVR (NVR) 0.4 $796k 121.00 6574.21
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $662k 4.5k 145.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $515k 9.5k 54.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $345k 4.5k 77.10
Chubb (CB) 0.1 $244k 749.00 325.73
Apple (AAPL) 0.1 $229k 902.00 253.82
Novo-nordisk A S Adr (NVO) 0.1 $209k 5.7k 36.75