Q2 2026 13F · SEC CIK 1965292

Evergreen Wealth Management, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $213.3M
Reported positions: 55
Top holdings a year, 3 yrs: +14.7%
Assets under management: $248.7M

Evergreen Wealth Management, LLC is a wealth manager that reported 55 positions worth $213.3M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Vanguard Specialized Funds (VIG, 7.7%), Vanguard Whitehall Fds (VYM, 5.4%), Vanguard Bd Index Fds (BLV, 5.2%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 20.4% for the S&P 500.

Evergreen Wealth Management, LLC holdings largest 50 of 55 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Evergreen Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VIGVanguard Specialized Funds	7.7%	7.5%	69,053	+2.0%	$16.3M
VYMVanguard Whitehall Fds	5.4%	5.4%	72,610	+2.0%	$11.5M
BLVVanguard Bd Index Fds	5.2%	5.5%	161,241	+4.5%	$11.1M
PBIPitney Bowes Inc	5.0%	4.0%	605,375	-13.3%	$10.6M
BRK-BBerkshire Hathaway Inc Del	4.8%	4.9%	20,554	+4.5%	$10.3M
VTIVanguard Index Fds	4.3%	4.7%	24,621	-13.2%	$9.1M
AMZNAmazon Com Inc	4.2%	4.0%	37,404	+0.1%	$8.9M
MKLMarkel Group Inc	4.2%	3.7%	4,533	+21.6%	$8.9M
TSMTaiwan Semiconductor Manufac	3.7%	3.1%	16,404	-9.1%	$7.8M
GOOGLAlphabet Inc	3.7%	3.6%	21,813	-10.0%	$7.8M
ELVElevance Health Inc Formerly	3.2%	2.8%	17,473	-6.7%	$6.8M
BIVVanguard Bd Index Fds	3.1%	3.3%	85,937	+4.5%	$6.6M
METAMeta Platforms Inc	2.7%	3.0%	10,204	+1.9%	$5.7M
REGNRegeneron Pharmaceuticals	2.5%	3.3%	8,485	+1.7%	$5.3M
PTYPimco Corporate & Income Opp	2.2%	2.3%	388,873	+6.4%	$4.7M
ACNAccenture PLC Ireland	2.1%	2.1%	35,458	+69.6%	$4.4M
VOVanguard Index Fds	2.0%	—	52,579	—	$4.2M
VBVanguard Index Fds	1.9%	—	13,673	—	$4.1M
VVisa Inc	1.8%	1.7%	11,396	+4.6%	$3.9M
FCNCAFirst Ctzns Bancshares Cl A	1.7%	1.7%	1,786	+1.9%	$3.7M
MSFTMicrosoft Corp	1.7%	1.5%	9,626	+22.6%	$3.6M
DISDisney Walt Co	1.6%	2.5%	35,120	-30.0%	$3.4M
JPMJpmorgan Chase & Co	1.5%	1.3%	9,704	+17.7%	$3.2M
VEUVanguard Intl Equity Index F	1.5%	1.4%	37,853	+2.6%	$3.2M
KSPIKaspi Kz Jsc	1.4%	2.0%	35,120	-31.2%	$3.0M
VUGVanguard Index Fds	1.3%	1.2%	31,866	+511.9%	$2.7M
VTVVanguard Index Fds	1.2%	1.1%	11,568	+2.3%	$2.5M
UNHUnitedhealth Group Inc	1.2%	0.8%	6,021	+2.4%	$2.5M
ADBEAdobe Inc	1.1%	—	11,345	—	$2.3M
CVXChevron Corporation	1.1%	1.4%	13,836	+3.1%	$2.3M
VUSBVanguard Bd Index Fds	1.0%	1.3%	44,659	-12.6%	$2.2M
BSVVanguard Bd Index Fds	1.0%	1.1%	28,421	+4.4%	$2.2M
LMTLockheed Martin Corp	1.0%	1.3%	4,264	+1.3%	$2.2M
LRNStride Inc	1.0%	1.1%	24,100	+2.0%	$2.1M
NFLXNetflix Inc.	1.0%	1.3%	28,707	+6.4%	$2.0M
BKNGBooking Holdings Inc	1.0%	0.7%	11,374	+3275.1%	$2.0M
JNJJohnson & Johnson	0.9%	1.0%	7,848	+1.2%	$2.0M
AMGNAmgen Inc	0.8%	0.9%	4,964	+2.0%	$1.8M
VBRVanguard Index Fds	0.8%	0.8%	6,812	-0.3%	$1.7M
GOOGAlphabet Inc	0.8%	0.7%	4,640	-4.4%	$1.6M
VOEVanguard Index Fds	0.7%	0.7%	7,627	+2.4%	$1.5M
CPRTCopart Inc	0.7%	0.7%	51,220	+27.5%	$1.4M
SCHDSchwab Strategic Tr	0.7%	0.7%	44,858	+0.2%	$1.4M
VOTVanguard Index Fds	0.7%	0.6%	4,537	+1.8%	$1.4M
NVRNvr Inc	0.6%	0.4%	197	+62.8%	$1.3M
VBKVanguard Index Fds	0.6%	0.6%	3,597	+1.1%	$1.3M
RSPInvesco Exchange Traded Fd T	0.5%	2.3%	4,841	-79.5%	$1.0M
JXNJackson Financial Inc	0.3%	0.5%	7,198	-13.3%	$737K
VSSVanguard Intl Equity Index F	0.3%	0.3%	4,477	-1.4%	$691K
VWOVanguard Intl Equity Index F	0.3%	0.3%	9,296	-2.5%	$555K

What Evergreen Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc+3275.1% shares
VUG Vanguard Index Fds+511.9% shares
ACN Accenture PLC Ireland+69.6% shares
NVR Nvr Inc+62.8% shares
CPRT Copart Inc+27.5% shares
MSFT Microsoft Corp+22.6% shares
MKL Markel Group Inc+21.6% shares
JPM Jpmorgan Chase & Co+17.7% shares

Reduced

RSP Invesco Exchange Traded Fd T-79.5% shares
KSPI Kaspi Kz Jsc-31.2% shares
DIS Disney Walt Co-30.0% shares
PBI Pitney Bowes Inc-13.3% shares
JXN Jackson Financial Inc-13.3% shares
VTI Vanguard Index Fds-13.2% shares
VUSB Vanguard Bd Index Fds-12.6% shares
GOOGL Alphabet Inc-10.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.7% /yr; S&P 500 +20.1%
3 years: +14.7% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$213.3M	55
Q1 2026	$193.7M	54
Q4 2025	$198.6M	54
Q3 2025	$190.8M	51
Q2 2025	$178.3M	50
Q1 2025	$167.4M	53
Q4 2024	$169.2M	53
Q3 2024	$166.2M	53
Q2 2024	$150.9M	55
Q1 2024	$147.7M	55
Q4 2023	$136.0M	55
Q3 2023	$126.5M	56

Questions about Evergreen Wealth Management, LLC's portfolio

What stocks does Evergreen Wealth Management, LLC own?

Evergreen Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 55 positions worth $213.3M. The largest are Vanguard Specialized Funds (VIG) at 7.7%, Vanguard Whitehall Fds (VYM) at 5.4%, Vanguard Bd Index Fds (BLV) at 5.2%, Pitney Bowes Inc (PBI) at 5.0% and Berkshire Hathaway Inc Del (BRK-B) at 4.8%.

What did Evergreen Wealth Management, LLC buy last quarter?

In Q2 2026, Evergreen Wealth Management, LLC added Booking Holdings Inc (BKNG) (+3275.1% shares), Vanguard Index Fds (VUG) (+511.9% shares) and Accenture PLC Ireland (ACN) (+69.6% shares), compared with its Q1 2026 filing.

What did Evergreen Wealth Management, LLC sell last quarter?

In Q2 2026, Evergreen Wealth Management, LLC cut from its top 50 Cisco Sys Inc (CSCO), cut from its top 50 Floor & Decor Hldgs Inc (FND), cut from its top 50 The Trade Desk Inc (TTD), Invesco Exchange Traded Fd T (RSP) (-79.5% shares), Kaspi Kz Jsc (KSPI) (-31.2% shares) and Disney Walt Co (DIS) (-30.0% shares), compared with its Q1 2026 filing.

How has Evergreen Wealth Management, LLC's portfolio performed?

A portfolio copying Evergreen Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.7% against +20.1%.

When is Evergreen Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Evergreen Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Evergreen Wealth Management, LLC manage?

Evergreen Wealth Management, LLC reported $248.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $213.3M.