Evergreen Wealth Management, Llc Portfolio Stock Holdings
Evergreen Wealth Management, Llc disclosed 54 stock positions valued at approximately $193.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD SPECIALIZED FUNDS, VANGUARD BD INDEX FDS, and VANGUARD WHITEHALL FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 54
- Portfolio Value
- $193.7M
Holdings by Sector
Evergreen Wealth Management, Llc Portfolio Holdings in Q1 2026
54 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 7.51% | 67,679 | +1,661 | +2.52% | $14,555,055 |
| VANGUARD BD INDEX FDS | BLV | Other | 5.48% | 154,303 | +2,647 | +1.75% | $10,612,948 |
| VANGUARD WHITEHALL FDS | VYM | Other | 5.44% | 71,180 | +336 | +0.47% | $10,541,814 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.86% | 19,665 | +6,176 | +45.79% | $9,423,439 |
| VANGUARD INDEX FDS | VTI | Other | 4.70% | 28,375 | -3,119 | -9.90% | $9,103,109 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.02% | 37,361 | -1,166 | -3.03% | $7,781,149 |
| PITNEY BOWES INC | PBI | Industrials | 3.98% | 698,165 | -189 | -0.03% | $7,714,720 |
| MARKEL GROUP INC | MKL | Financial Services | 3.68% | 3,728 | +112 | +3.10% | $7,134,857 |
| ALPHABET INC | GOOGL | Communication Services | 3.60% | 24,244 | -4,975 | -17.03% | $6,971,604 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 3.33% | 8,344 | -1,479 | -15.06% | $6,446,758 |
| VANGUARD BD INDEX FDS | BIV | Other | 3.28% | 82,274 | +1,387 | +1.71% | $6,349,927 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.15% | 18,050 | -6,416 | -26.22% | $6,099,954 |
| META PLATFORMS INC | META | Communication Services | 2.96% | 10,016 | +663 | +7.09% | $5,730,660 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 2.83% | 18,729 | +1,065 | +6.03% | $5,482,990 |
| DISNEY WALT CO | DIS | Communication Services | 2.49% | 50,146 | -3,492 | -6.51% | $4,833,043 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.34% | 23,649 | +5,984 | +33.87% | $4,538,771 |
| PIMCO CORPORATE & INCOME OPP | PTY | Financial Services | 2.28% | 365,641 | +13,411 | +3.81% | $4,409,629 |
| ACCENTURE PLC IRELAND | ACN | Technology | 2.14% | 20,903 | +20,903 | +100.00% | $4,144,763 |
| KASPI KZ JSC | KSPI | Technology | 1.95% | 51,073 | +8,681 | +20.48% | $3,782,962 |
| FIRST CTZNS BANCSHARES INC D | FCNCA | Financial Services | 1.70% | 1,752 | +26 | +1.51% | $3,302,318 |
| VISA INC | V | Financial Services | 1.70% | 10,893 | +124 | +1.15% | $3,292,256 |
| MICROSOFT CORP | MSFT | Technology | 1.50% | 7,849 | +878 | +12.60% | $2,905,467 |
| CHEVRON CORPORATION | CVX | Energy | 1.43% | 13,424 | +185 | +1.40% | $2,777,427 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.43% | 36,882 | -1,210 | -3.18% | $2,769,811 |
| CISCO SYS INC | CSCO | Technology | 1.41% | 35,275 | +419 | +1.20% | $2,737,009 |
| NETFLIX INC. | NFLX | Communication Services | 1.34% | 26,974 | +26,974 | +100.00% | $2,593,572 |
| VANGUARD BD INDEX FDS | VUSB | Other | 1.31% | 51,111 | +4,595 | +9.88% | $2,544,541 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.31% | 4,210 | -2,275 | -35.08% | $2,544,231 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.25% | 8,247 | +111 | +1.36% | $2,425,811 |
| VANGUARD INDEX FDS | VUG | Other | 1.17% | 5,208 | -1 | -0.02% | $2,274,802 |
| VANGUARD INDEX FDS | VTV | Other | 1.15% | 11,312 | +6 | +0.05% | $2,219,329 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.10% | 27,215 | +466 | +1.74% | $2,133,957 |
| STRIDE INC | LRN | Consumer Defensive | 1.08% | 23,629 | +23,629 | +100.00% | $2,083,406 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.98% | 7,755 | -12,160 | -61.06% | $1,895,634 |
| AMGEN INC | AMGN | Healthcare | 0.88% | 4,868 | -1,004 | -17.10% | $1,712,693 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.82% | 5,881 | +67 | +1.15% | $1,591,224 |
| VANGUARD INDEX FDS | VBR | Other | 0.77% | 6,832 | +2 | +0.03% | $1,484,347 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.73% | 337 | +111 | +49.12% | $1,419,323 |
| ALPHABET INC | GOOG | Communication Services | 0.72% | 4,853 | -2,810 | -36.67% | $1,392,019 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.71% | 44,758 | -1,463 | -3.17% | $1,373,167 |
| VANGUARD INDEX FDS | VOE | Other | 0.71% | 7,449 | +4 | +0.05% | $1,372,614 |
| COPART INC | CPRT | Industrials | 0.69% | 40,167 | +16,140 | +67.17% | $1,333,535 |
| VANGUARD INDEX FDS | VOT | Other | 0.59% | 4,455 | -1 | -0.02% | $1,146,408 |
| VANGUARD INDEX FDS | VBK | Other | 0.56% | 3,559 | - | - | $1,075,572 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 0.51% | 19,471 | +19,471 | +100.00% | $989,110 |
| JACKSON FINANCIAL INC | JXN | Financial Services | 0.45% | 8,298 | - | - | $877,265 |
| THE TRADE DESK INC | TTD | Technology | 0.42% | 35,975 | +19,195 | +114.39% | $816,270 |
| NVR INC | NVR | Consumer Cyclical | 0.41% | 121 | +2 | +1.68% | $795,480 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.34% | 4,540 | +100 | +2.25% | $661,937 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.27% | 9,532 | +302 | +3.27% | $515,227 |
| VANGUARD STAR FDS | VXUS | Other | 0.18% | 4,470 | +97 | +2.22% | $344,650 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.13% | 749 | +51 | +7.31% | $243,975 |
| APPLE INC | AAPL | Technology | 0.12% | 902 | -7 | -0.77% | $228,943 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.11% | 5,698 | +1,106 | +24.09% | $209,414 |