Evergreen Advisors LLC Q2 2026 Portfolio Activity: Significant Increases Across Holdings
Evergreen Advisors increased positions across most of its holdings during the second quarter of 2026, with notable additions to specific ETFs and individual stocks.
As reported by insiderset.com, Evergreen Advisors LLC saw activity in several of its portfolio holdings during Q2 2026. The investment advisor demonstrated a clear preference for increasing positions rather than decreasing them this quarter.
The investor's total holdings count remained at 31 stocks and ETFs as of June 30, 2026. Most changes observed were increases in position size or percentage allocation, with only one holding showing a decrease during the period.
Top Holdings Increases
Evergreen Advisors significantly boosted its allocations to several core holdings this quarter:
- Evergreen Advisors LLC increased its position in SCHWAB STRATEGIC TR (SCHB) by just over 0.32%, raising the ETF's portfolio allocation to 38.94%.
- The same investor also added shares to SCHWAB STRATEGIC TR (SCHD), increasing its allocation from 10.61% to a slightly higher percentage, though specific figures for the end of Q2 are not provided in this filing.
- Evergreen Advisors LLC's allocation to SCHWAB STRATEGIC TR (SCHF) grew slightly, from a quarter of the portfolio (14.65%) at the end of Q1.
- The Vanguard fund VANGUARD SCOTTSDALE FDS saw continued growth in its allocation to VCIT, rising by approximately 3.72% during the period.
Furthermore, Evergreen Advisors significantly increased its position in SCHWAB STRATEGIC TR (SCHD), though the final Q2 percentage is not detailed here. The investor also slightly boosted holdings of SCHWAB STRATEGIC TR (SCHF) and continued to grow its allocation within Vanguard's Scottsdale fund complex.
Significant Percentage Increases
Beyond the top holdings, Evergreen Advisors showed strong conviction in several other ETFs:
- The allocation to VANGUARD SCOTTSDALE FDS (VMBS) increased by about 3.12%.
- Investment in VANGUARD SCOTTSDALE FDS (VGIT) grew by approximately 3.58%.
- The allocation to ISHARES TR (IJR) saw a modest increase of about 1.77%.
These percentage increases, while not as dramatic as the SCHV addition in dollar terms, still indicate significant confidence from Evergreen Advisors in these specific funds during Q2.
New Positions and Increased Allocations
Evergreen Advisors also established new positions or increased allocations to several other assets:
- The investor added SCHWAB STRATEGIC TR (SCHV) for the first time this quarter, investing approximately $429k.
- There was a substantial increase in Vanguard INDEX FUNDS allocation via VUG during Q2.
- The Technology sector saw additions with NVDA and AVGO, as well as an existing position increased for TSM.
In particular, the addition of SCHWAB STRATEGIC TR (SCHV) stands out due to its large dollar amount invested. The significant increase in VUG suggests interest in growth-oriented index funds by Evergreen Advisors during this period.
No Major Disposals Observed
Notably, there were no major disposals or exits reported for any of the holdings tracked in Q2 2026. The only change that represented a decrease was SPY, which saw a small reduction (1.33%) but maintained its allocation above 0.7%.
The investor's portfolio continues to be heavily concentrated within funds categorized as 'Unknown' by insiderset.com, accounting for approximately 98.8% of the total value ($462 million). This concentration was consistent throughout the quarter.