Institutional
Evergreen Wealth Management, LLC
CIK 0001965292
$213.3M
Reported AUM
55
Positions
Q2 2026
Period
2026-07-31
Filed
Editorial summary
Summary for Evergreen Wealth Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $239.17 | -0.37% | 18.88% | 61.24% | $16.3M | 7.66% | — | HELD |
| 2 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.00% | 24.80% | 74.06% | $11.5M | 5.38% | — | HELD |
| 3 | BLV | VANGUARD BD INDEX FDS | $65.98 | -0.47% | -1.03% | -22.73% | $11.1M | 5.21% | — | HELD |
| 4 | PBI | PITNEY BOWES INC | $17.53 | -3.36% | 60.80% | 184.30% | $10.6M | 4.97% | — | HELD |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $10.3M | 4.82% | — | HELD |
| 6 | VTI | VANGUARD INDEX FDS | $368.21 | 0.53% | 21.20% | 68.49% | $9.1M | 4.27% | — | HELD |
| 7 | AMZN | AMAZON COM INC | $271.58 | 15.32% | 26.46% | 56.49% | $8.9M | 4.18% | — | HELD |
| 8 | MKL | MARKEL GROUP INC | $1882.34 | -0.20% | -2.46% | 48.19% | $8.9M | 4.15% | — | HELD |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $404.25 | 0.23% | 73.77% | 268.49% | $7.8M | 3.67% | — | HELD |
| 10 | GOOGL | ALPHABET INC | $356.13 | 6.73% | 85.11% | 143.37% | $7.8M | 3.65% | — | HELD |
| 11 | ELV | ELEVANCE HEALTH INC FORMERLY | $375.84 | -0.15% | 39.71% | 7.65% | $6.8M | 3.17% | — | HELD |
| 12 | BIV | VANGUARD BD INDEX FDS | $75.54 | -0.20% | 1.60% | -0.87% | $6.6M | 3.09% | — | HELD |
| 13 | META | META PLATFORMS INC | $556.71 | 3.28% | -25.53% | 48.03% | $5.7M | 2.69% | — | HELD |
| 14 | REGN | REGENERON PHARMACEUTICALS | $762.63 | 3.29% | 36.29% | 13.43% | $5.3M | 2.48% | — | HELD |
| 15 | PTY | PIMCO CORPORATE & INCOME OPP | $11.71 | -0.26% | -6.50% | -4.20% | $4.7M | 2.19% | — | HELD |
| 16 | ACN | ACCENTURE PLC IRELAND | $165.92 | 1.61% | -34.49% | -47.09% | $4.4M | 2.07% | — | HELD |
| 17 | VO | VANGUARD INDEX FDS | $80.95 | -0.05% | 16.07% | 40.55% | $4.2M | 1.99% | — | HELD |
| 18 | VB | VANGUARD INDEX FDS | $295.14 | -0.22% | 26.19% | 40.81% | $4.1M | 1.94% | — | HELD |
| 19 | V | VISA INC | $366.13 | -0.04% | 8.84% | 65.83% | $3.9M | 1.83% | — | HELD |
| 20 | FCNCA | FIRST CTZNS BANCSHARES INC D | $2186.65 | 1.41% | 14.81% | 147.65% | $3.7M | 1.74% | — | HELD |
| 21 | MSFT | MICROSOFT CORP | $464.72 | 3.02% | -10.62% | 60.10% | $3.6M | 1.68% | — | HELD |
| 22 | DIS | DISNEY WALT CO | $96.19 | 0.03% | -16.30% | -45.28% | $3.4M | 1.58% | — | HELD |
| 23 | JPM | JPMORGAN CHASE & CO | $351.79 | 0.27% | 23.57% | 148.58% | $3.2M | 1.49% | — | HELD |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $82.85 | -0.22% | 28.43% | 52.60% | $3.2M | 1.49% | — | HELD |
| 25 | KSPI | KASPI KZ JSC | $88.78 | -0.29% | 21.78% | -5.04% | $3.0M | 1.43% | — | HELD |
| 26 | VUG | VANGUARD INDEX FDS | $85.20 | 1.10% | 14.10% | 69.36% | $2.7M | 1.29% | — | HELD |
| 27 | VTV | VANGUARD INDEX FDS | $219.95 | -0.27% | 27.97% | 74.91% | $2.5M | 1.18% | — | HELD |
| 28 | UNH | UNITEDHEALTH GROUP INC | $414.40 | -1.68% | 80.64% | 9.66% | $2.5M | 1.17% | — | HELD |
| 29 | ADBE | ADOBE INC | $250.41 | 1.01% | -28.84% | -62.71% | $2.3M | 1.09% | — | HELD |
| 30 | CVX | CHEVRON CORPORATION | $196.83 | 2.35% | 32.36% | 140.77% | $2.3M | 1.08% | — | HELD |
| 31 | VUSB | VANGUARD BD INDEX FDS | $49.76 | 0.02% | — | — | $2.2M | 1.04% | — | HELD |
| 32 | BSV | VANGUARD BD INDEX FDS | $77.58 | -0.08% | — | — | $2.2M | 1.04% | — | HELD |
| 33 | LMT | LOCKHEED MARTIN CORP | $582.74 | 1.50% | — | — | $2.2M | 1.02% | — | HELD |
| 34 | LRN | STRIDE INC | $80.29 | -3.35% | — | — | $2.1M | 0.97% | — | HELD |
| 35 | NFLX | NETFLIX INC. | $71.71 | -2.00% | — | — | $2.0M | 0.96% | — | HELD |
| 36 | BKNG | BOOKING HOLDINGS INC | $192.90 | -0.18% | — | — | $2.0M | 0.95% | — | HELD |
| 37 | JNJ | JOHNSON & JOHNSON | $256.35 | 0.21% | — | — | $2.0M | 0.93% | — | HELD |
| 38 | AMGN | AMGEN INC | $385.16 | -0.64% | — | — | $1.8M | 0.84% | — | HELD |
| 39 | VBR | VANGUARD INDEX FDS | $244.63 | -0.20% | — | — | $1.7M | 0.78% | — | HELD |
| 40 | GOOG | ALPHABET INC | $356.65 | 6.88% | — | — | $1.6M | 0.77% | — | HELD |
| 41 | VOE | VANGUARD INDEX FDS | $204.74 | -0.23% | — | — | $1.5M | 0.71% | — | HELD |
| 42 | CPRT | COPART INC | $29.12 | -1.52% | — | — | $1.4M | 0.68% | — | HELD |
| 43 | SCHD | SCHWAB STRATEGIC TR | $33.47 | 0.18% | — | — | $1.4M | 0.67% | — | HELD |
| 44 | VOT | VANGUARD INDEX FDS | $295.52 | 0.21% | — | — | $1.4M | 0.65% | — | HELD |
| 45 | NVR | NVR INC | $6147.05 | -2.25% | — | — | $1.3M | 0.63% | — | HELD |
| 46 | VBK | VANGUARD INDEX FDS | $340.46 | -0.27% | — | — | $1.3M | 0.62% | — | HELD |
| 47 | RSP | INVESCO EXCHANGE TRADED FD T | $215.01 | -0.17% | — | — | $1.0M | 0.48% | — | HELD |
| 48 | JXN | JACKSON FINANCIAL INC | $122.28 | 0.31% | — | — | $737K | 0.35% | — | HELD |
| 49 | VSS | VANGUARD INTL EQUITY INDEX F | $150.52 | -0.16% | — | — | $691K | 0.32% | — | HELD |
| 50 | VWO | VANGUARD INTL EQUITY INDEX F | $58.75 | 0.96% | — | — | $555K | 0.26% | — | HELD |
| 51 | VXUS | VANGUARD STAR FDS | $84.59 | -0.21% | — | — | $376K | 0.18% | — | HELD |
| 52 | NVO | NOVO-NORDISK A S | $47.08 | -8.78% | — | — | $288K | 0.13% | — | HELD |
| 53 | AAPL | APPLE INC | $308.91 | -7.35% | — | — | $275K | 0.13% | — | HELD |
| 54 | CB | CHUBB LIMITED | $350.68 | 0.15% | — | — | $267K | 0.13% | — | HELD |
| 55 | ASML | ASML HLDG NV | $1629.00 | -1.36% | — | — | $229K | 0.11% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000919. 13F discloses long positions only — shorts, foreign equities, and options are excluded.