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 Dividend Appreciation ETF (VIG, 7.7%), Vym (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 Dividend Appreciation ETF	7.7%	7.5%	69,053	+2.0%	$16.3M
VYMVym	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	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 Com	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 Class A	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 Oppor Com	2.2%	2.3%	388,873	+6.4%	$4.7M
ACNAccenture PLC Ireland Shs Class A	2.1%	2.1%	35,458	+69.6%	$4.4M
VOVanguard Index Fds	2.0%	—	52,579	—	$4.2M
VBVanguard Indx Fd	1.9%	—	13,673	—	$4.1M
VVisa Inc Com Cl A	1.8%	1.7%	11,396	+4.6%	$3.9M
FCNCAFirst Citizens 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 FTSE All	1.5%	1.4%	37,853	+2.6%	$3.2M
KSPIKaspi Kz Jsc	1.4%	2.0%	35,120	-31.2%	$3.0M
VUGVanguard Indx Fd	1.3%	1.2%	31,866	+511.9%	$2.7M
VTVVanguard Value ETF	1.2%	1.1%	11,568	+2.3%	$2.5M
UNHUnitedhealth Group Inc Com	1.2%	0.8%	6,021	+2.4%	$2.5M
ADBEAdobe Inc	1.1%	—	11,345	—	$2.3M
CVXChevron Corp New	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 Vanguard Short Ter	1.0%	1.1%	28,421	+4.4%	$2.2M
LMTLockheed Martin Corp Com	1.0%	1.3%	4,264	+1.3%	$2.2M
LRNStride Inc	1.0%	1.1%	24,100	+2.0%	$2.1M
NFLXNetflix Inc Total	1.0%	1.3%	28,707	+6.4%	$2.0M
BKNGBooking Holdings Inc Com	1.0%	0.7%	11,374	+3275.1%	$2.0M
JNJJohnson & Johnson	0.9%	1.0%	7,848	+1.2%	$2.0M
AMGNAmgen Inc Com	0.8%	0.9%	4,964	+2.0%	$1.8M
VBRVanguard Small Cap Value ETF	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 Small Cap Growth ETF	0.6%	0.6%	3,597	+1.1%	$1.3M
RSPInvesco S&p 500 Equal Weight ETF	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 Com+3275.1% shares
VUG Vanguard Indx Fd+511.9% shares
ACN Accenture PLC Ireland Shs Class A+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 S&p 500 Equal Weight ETF-79.5% shares
KSPI Kaspi Kz Jsc-31.2% shares
DIS Disney Walt Co-30.0% shares
PBI Pitney Bowes-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 and rebuilt each quarter on the day the filing became public. 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 Dividend Appreciation ETF (VIG) at 7.7%, Vym (VYM) at 5.4%, Vanguard Bd Index Fds (BLV) at 5.2%, Pitney Bowes (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 Com (BKNG) (+3275.1% shares), Vanguard Indx Fd (VUG) (+511.9% shares) and Accenture PLC Ireland Shs Class A (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 S&p 500 Equal Weight ETF (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.