Evergreen Wealth Management Portfolio Changes: Q2 2026 Insights

As reported by InsiderSet, Evergreen Wealth Management's portfolio underwent substantial changes during the second quarter of 2026. The firm, known for its strategic asset allocation and position adjustments, demonstrated both buying interest in certain sectors and exiting positions from others.

Several holdings showed significant increases or were newly added this period:

• PIMCO CORPORATE & INCOME OPP (PTY): Evergreen Wealth Management increased its stake by 6.35%, acquiring an additional PTY shares.
• VANGUARD INDEX FDS (VO): The firm added a substantial position, increasing shares by exactly 100% to reach a total of 52,579 shares. This significant purchase is detailed in the Evergreen Wealth Management profile.
• VANGUARD INDEX FDS (VB): Another major addition involved increasing Vanguard Index Funds (VB) by 100% to 13,673 shares, reflecting strong confidence in this fund's prospects.
• VANGUARD INDEX FDS (VUG): Evergreen Wealth Management also boosted its holdings of VUG by acquiring an additional 26,658 shares, resulting in a nearly tenfold increase from the previous quarter. This is highlighted as one of the Evergreen Wealth Management significant buys.
• ACCENTURE PLC IRELAND (ACN): The firm significantly increased its position in ACN by 69.63%, adding a substantial number of shares to an existing stake, making it another notable acquisition for Evergreen Wealth Management.
• ADOBE INC (ADBE): Evergreen Wealth Management made a fresh start with ADBE, acquiring all 11,345 shares at once. This is also listed among the investor's significant buys.

In contrast to these purchases, the data indicates several exits and reductions:

• INVESCO EXCHANGE TRADED FD T (RSP): Evergreen Wealth Management sold shares in RSP, reducing its position by a staggering 79.53%. This was one of the largest sales activities noted for Evergreen Wealth Management this quarter.
• PITNEY BOWES INC (PBI): The firm sold a significant portion of its PBI holdings, decreasing the position by 13.29%. This was another major sale for Evergreen Wealth Management.
• KASPI KZ JSC (KSPI): Evergreen reduced its stake in Technology-focused KSPI by 31.24%.

These changes occurred alongside movements in other Vanguard funds and a few individual stock positions:

• VANGUARD BD INDEX FDS (BLV): Shares increased slightly, but the allocation percentage remained unchanged at 5.21%.
• VANGUARD SPECIALIZED FUNDS (VIG): Holdings saw a modest increase of 2.03%, adding to its current portfolio weight.
• VANGUARD WHITEHALL FDS (VYM): Shares increased by 2.01%, contributing positively to the allocation.
• MARKEL GROUP INC (MKL): The firm bought back some shares, increasing its position by 21.59% in Financial Services.
• BOOKING HOLDINGS INC (BKNG): Evergreen significantly increased its BKNG stake by a massive 3275.07%, adding substantially to the portfolio's exposure to Consumer Cyclical stocks.

The overall portfolio structure, as of June 30th, 2026, shows diversification across various sectors with Financial Services holding the largest allocation at approximately 16.7% (including holdings like PIMCO CORPORATE & INCOME OPP and BERKSHIRE HATHAWAY INC DEL). Technology follows closely with about 10.07%, while Communication Services accounts for roughly 9.66%. The firm's actions this quarter reflect a dynamic approach to managing its investments, focusing on specific opportunities within funds like VUG and individual stocks such as ACN.

For further details on these holdings or the investor profile, you can explore Evergreen Wealth Management's activities and visit individual stock pages like those for ACN, VB, or PBI" target="_blank">.