Evergreen Wealth Management

Evergreen Wealth Management as of June 30, 2026

Portfolio Holdings for Evergreen Wealth Management

Evergreen Wealth Management holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 7.7 $16M 69k 236.62
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $12M 73k 158.03
Vanguard Bd Index Fds Long Term Bond (BLV) 5.2 $11M 161k 68.93
Pitney Bowes (PBI) 5.0 $11M 605k 17.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.8 $10M 21k 500.38
Vanguard Index Fds Total Stk Mkt (VTI) 4.3 $9.1M 25k 370.04
Amazon (AMZN) 4.2 $8.9M 37k 238.34
Markel Corporation (MKL) 4.2 $8.9M 4.5k 1952.98
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.7 $7.8M 16k 477.56
Alphabet Cap Stk Cl A (GOOGL) 3.7 $7.8M 22k 357.36
Anthem (ELV) 3.2 $6.8M 18k 386.72
Vanguard Bd Index Fds Intermed Term (BIV) 3.1 $6.6M 86k 76.70
Meta Platforms Cl A (META) 2.7 $5.7M 10k 563.27
Regeneron Pharmaceuticals (REGN) 2.5 $5.3M 8.5k 623.54
PIMCO Corporate Opportunity Fund (PTY) 2.2 $4.7M 389k 12.03
Accenture Plc Ireland Shs Class A (ACN) 2.1 $4.4M 36k 124.44
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $4.2M 53k 80.57
Vanguard Index Fds Small Cp Etf (VB) 1.9 $4.1M 14k 303.13
Visa Com Cl A (V) 1.8 $3.9M 11k 343.08
First Ctzns Bancshares Inc D Cl A (FCNCA) 1.7 $3.7M 1.8k 2081.24
Microsoft Corporation (MSFT) 1.7 $3.6M 9.6k 373.00
Walt Disney Company (DIS) 1.6 $3.4M 35k 96.25
JPMorgan Chase & Co. (JPM) 1.5 $3.2M 9.7k 327.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $3.2M 38k 83.75
Kaspi Kz Jsc Sponsored Ads (KSPI) 1.4 $3.0M 35k 86.64
Vanguard Index Fds Growth Etf (VUG) 1.3 $2.7M 32k 86.14
Vanguard Index Fds Value Etf (VTV) 1.2 $2.5M 12k 217.94
UnitedHealth (UNH) 1.2 $2.5M 6.0k 415.63
Adobe Systems Incorporated (ADBE) 1.1 $2.3M 11k 205.01
Chevron Corporation (CVX) 1.1 $2.3M 14k 165.76
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.0 $2.2M 45k 49.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $2.2M 28k 77.91
Lockheed Martin Corporation (LMT) 1.0 $2.2M 4.3k 509.50
Stride (LRN) 1.0 $2.1M 24k 86.24
Netflix (NFLX) 1.0 $2.0M 29k 71.40
Booking Holdings (BKNG) 1.0 $2.0M 11k 178.23
Johnson & Johnson (JNJ) 0.9 $2.0M 7.8k 253.98
Amgen (AMGN) 0.8 $1.8M 5.0k 362.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.7M 6.8k 242.97
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.6M 4.6k 353.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $1.5M 7.6k 197.59
Copart (CPRT) 0.7 $1.4M 51k 28.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.4M 45k 31.71
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $1.4M 4.5k 306.33
NVR (NVR) 0.6 $1.3M 197.00 6806.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.3M 3.6k 365.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.0M 4.8k 212.78
Jackson Financial Com Cl A (JXN) 0.3 $737k 7.2k 102.39
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $691k 4.5k 154.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $555k 9.3k 59.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $376k 4.4k 85.49
Novo-nordisk A S Adr (NVO) 0.1 $288k 6.0k 47.94
Apple (AAPL) 0.1 $276k 952.00 289.38
Chubb (CB) 0.1 $267k 784.00 340.76
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $229k 115.00 1994.54