Evergreen Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Evergreen Wealth Management, LLC held in its portfolio 54 assets valued at $198,587,593 (i.e. $198.59M).
The most valuable assets in the portfolio included: VANGUARD SPECIALIZED FUNDS ($14.51M), VANGUARD INDEX FDS ($10.56M), and VANGUARD BD INDEX FDS ($10.54M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evergreen Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 66018 | 14509472 | DIV APP ETF |
| VANGUARD INDEX FDS | 31494 | 10558995 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 151656 | 10543135 | LONG TERM BOND |
| VANGUARD WHITEHALL FDS | 70844 | 10167502 | HIGH DIV YLD |
| ALPHABET INC | 29219 | 9145656 | CAP STK CL A |
| AMAZON COM INC | 38527 | 8892717 | COM |
| MARKEL GROUP INC | 3616 | 7772720 | COM |
| REGENERON PHARMACEUTICALS | 9823 | 7581727 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 24466 | 7434977 | SPONSORED ADS |
| PITNEY BOWES INC | 698354 | 7381597 | COM |
| BERKSHIRE HATHAWAY INC DEL | 13489 | 6780014 | CL B NEW |
| VANGUARD BD INDEX FDS | 80887 | 6299512 | INTERMED TERM |
| ELEVANCE HEALTH INC FORMERLY | 17664 | 6192071 | COM |
| META PLATFORMS INC | 9353 | 6173548 | CL A |
| DISNEY WALT CO | 53638 | 6102398 | COM |
| PIMCO CORPORATE & INCOME OPP | 352230 | 4543762 | COM |
| JOHNSON & JOHNSON | 19915 | 4121448 | COM |
| VISA INC | 10769 | 3776724 | COM CL A |
| FIRST CTZNS BANCSHARES INC D | 1726 | 3705283 | CL A |
| INVESCO EXCHANGE TRADED FD T | 17665 | 3383951 | S&P500 EQL WGT |
| MICROSOFT CORP | 6971 | 3371497 | COM |
| KASPI KZ JSC | 42392 | 3312089 | SPONSORED ADS |
| LOCKHEED MARTIN CORP | 6485 | 3136762 | COM |
| VANGUARD INTL EQUITY INDEX F | 38092 | 2802066 | ALLWRLD EX US |
| CISCO SYS INC | 34856 | 2684937 | COM |
| JPMORGAN CHASE & CO. | 8136 | 2621532 | COM |
| VANGUARD INDEX FDS | 5209 | 2541328 | GROWTH ETF |
| ALPHABET INC | 7663 | 2404783 | CAP STK CL C |
| VANGUARD BD INDEX FDS | 46516 | 2318342 | VANGUARD ULTRA |
| VANGUARD INDEX FDS | 11306 | 2159410 | VALUE ETF |
| VANGUARD BD INDEX FDS | 26749 | 2108052 | SHORT TRM BOND |
| CHEVRON CORP NEW | 13239 | 2017682 | COM |
| NVIDIA CORPORATION | 10528 | 1963412 | COM |
| AMGEN INC | 5872 | 1922058 | COM |
| UNITEDHEALTH GROUP INC | 5814 | 1919356 | COM |
| PAYPAL HLDGS INC | 26358 | 1538802 | COM |
| VANGUARD INDEX FDS | 6830 | 1446506 | SM CP VAL ETF |
| ULTA BEAUTY INC | 2302 | 1392798 | COM |
| VANGUARD INDEX FDS | 7445 | 1320598 | MCAP VL IDXVIP |
| SCHWAB STRATEGIC TR | 46221 | 1267837 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 4456 | 1243752 | MCAP GR IDXVIP |
| BOOKING HOLDINGS INC | 226 | 1211007 | COM |
| VANGUARD INDEX FDS | 3559 | 1075210 | SML CP GRW ETF |
| COPART INC | 24027 | 940674 | COM |
| JACKSON FINANCIAL INC | 8298 | 884982 | COM CL A |
| NVR INC | 119 | 864806 | COM |
| THE TRADE DESK INC | 16780 | 636975 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 4440 | 636431 | FTSE SMCAP ETF |
| VANGUARD INTL EQUITY INDEX F | 9230 | 496195 | FTSE EMR MKT ETF |
| VANGUARD STAR FDS | 4373 | 329862 | VG TL INTL STK F |
| ASML HOLDING N V | 235 | 251798 | N Y REGISTRY SHS |
| APPLE INC | 909 | 247212 | COM |
| NOVO-NORDISK A S | 4592 | 233663 | ADR |
| CHUBB LIMITED | 698 | 217970 | COM |
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