Evergreen Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Evergreen Advisors, LLC held in its portfolio 24 assets valued at $410,036,262 (i.e. $410.04M).

The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($161.77M), SCHWAB STRATEGIC TR ($58.90M), and VANGUARD SCOTTSDALE FDS ($48.89M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Evergreen Advisors, LLC Portfolio

SCHWAB STRATEGIC TR

VANGUARD SCOTTSDALE FDS

SCHWAB STRATEGIC TR

VANGUARD SCOTTSDALE FDS

ISHARES TR

SPDR S&P 500 ETF TR

VANGUARD SPECIALIZED FUNDS

APPLE INC

Evergreen Advisors, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SCHWAB STRATEGIC TR	6167435	161771823	US BRD MKT ETF
SCHWAB STRATEGIC TR	2450245	58903879	INTL EQTY ETF
VANGUARD SCOTTSDALE FDS	583718	48886384	INT-TERM CORP
SCHWAB STRATEGIC TR	1517678	41629902	US DIVIDEND EQ
VANGUARD SCOTTSDALE FDS	559518	33531899	INTER TERM TREAS
VANGUARD SCOTTSDALE FDS	665812	31346411	MTG-BKD SECS ETF
ISHARES TR	177537	21336416	CORE S&P SCP ETF
SPDR S&P 500 ETF TR	5120	3491430	TR UNIT
VANGUARD SPECIALIZED FUNDS	5804	1275625	DIV APP ETF
APPLE INC	4271	1161060	COM
VANGUARD INDEX FDS	2699	904852	TOTAL STK MKT
ISHARES TR	4128	868284	RUS 1000 VAL ETF
ISHARES TR	8101	809128	CORE US AGGBD ET
VANGUARD INTL EQUITY INDEX F	9816	722050	ALLWRLD EX US
SCHWAB STRATEGIC TR	24010	634344	HIGH YIELD BD ET
BROADCOM INC	1759	608790	COM
SMARTFINANCIAL INC	11812	436943	COM NEW
NVIDIA CORPORATION	1622	302507	COM
MICROSOFT CORP	522	252450	COM
ALPHABET INC	783	245079	CAP STK CL A
VANGUARD INDEX FDS	499	243311	GROWTH ETF
LOWES COS INC	977	235624	COM
VANGUARD INDEX FDS	895	230803	SMALL CP ETF
ISHARES TR	1038	207268	U.S. TECH ETF