Evergreen Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Evergreen Wealth Management, Llc disclosed 55 stock positions valued at approximately $213.28M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SPECIALIZED FUNDS, VANGUARD WHITEHALL FDS, and VANGUARD BD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 55
- Portfolio Value
- $213.28M
Holdings by Sector
Evergreen Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 7.66% | 69,053 | +1,374 | +2.03% | $16,339,220 |
| VANGUARD WHITEHALL FDS | VYM | Other | 5.38% | 72,610 | +1,430 | +2.01% | $11,474,509 |
| VANGUARD BD INDEX FDS | BLV | Other | 5.21% | 161,241 | +6,938 | +4.50% | $11,114,339 |
| PITNEY BOWES INC | PBI | Industrials | 4.97% | 605,375 | -92,790 | -13.29% | $10,606,165 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.82% | 20,554 | +889 | +4.52% | $10,284,877 |
| VANGUARD INDEX FDS | VTI | Other | 4.27% | 24,621 | -3,754 | -13.23% | $9,110,805 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.18% | 37,404 | +43 | +0.12% | $8,914,874 |
| MARKEL GROUP INC | MKL | Financial Services | 4.15% | 4,533 | +805 | +21.59% | $8,852,857 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.67% | 16,404 | -1,646 | -9.12% | $7,833,907 |
| ALPHABET INC | GOOGL | Communication Services | 3.65% | 21,813 | -2,431 | -10.03% | $7,795,174 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 3.17% | 17,473 | -1,256 | -6.71% | $6,757,230 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.09% | 85,937 | +3,663 | +4.45% | $6,591,406 |
| META PLATFORMS INC | META | Communication Services | 2.69% | 10,204 | +188 | +1.88% | $5,747,583 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 2.48% | 8,485 | +141 | +1.69% | $5,290,766 |
| PIMCO CORPORATE & INCOME OPP | PTY | Financial Services | 2.19% | 388,873 | +23,232 | +6.35% | $4,678,137 |
| ACCENTURE PLC IRELAND | ACN | Technology | 2.07% | 35,458 | +14,555 | +69.63% | $4,412,402 |
| VANGUARD INDEX FDS | VO | Other | 1.99% | 52,579 | +52,579 | +100.00% | $4,236,273 |
| VANGUARD INDEX FDS | VB | Other | 1.94% | 13,673 | +13,673 | +100.00% | $4,144,702 |
| VISA INC | V | Financial Services | 1.83% | 11,396 | +503 | +4.62% | $3,909,792 |
| FIRST CTZNS BANCSHARES INC D | FCNCA | Financial Services | 1.74% | 1,786 | +34 | +1.94% | $3,717,089 |
| MICROSOFT CORP | MSFT | Technology | 1.68% | 9,626 | +1,777 | +22.64% | $3,590,523 |
| DISNEY WALT CO | DIS | Communication Services | 1.58% | 35,120 | -15,026 | -29.96% | $3,380,299 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.49% | 9,704 | +1,457 | +17.67% | $3,176,379 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.49% | 37,853 | +971 | +2.63% | $3,170,218 |
| KASPI KZ JSC | KSPI | Technology | 1.43% | 35,120 | -15,953 | -31.24% | $3,042,838 |
| VANGUARD INDEX FDS | VUG | Other | 1.29% | 31,866 | +26,658 | +511.87% | $2,744,911 |
| VANGUARD INDEX FDS | VTV | Other | 1.18% | 11,568 | +256 | +2.26% | $2,521,083 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.17% | 6,021 | +140 | +2.38% | $2,502,479 |
| ADOBE INC | ADBE | Technology | 1.09% | 11,345 | +11,345 | +100.00% | $2,325,853 |
| CHEVRON CORPORATION | CVX | Energy | 1.08% | 13,836 | +412 | +3.07% | $2,293,465 |
Showing 30 of 55 holdings in the latest reporting period.