Evergreen Wealth Management, LLC 13F Holdings · Q2 2026
Evergreen Wealth Management, LLC reported 55 securities worth $213.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VIG (7.66%), VYM (5.38%), BLV (5.21%). Among its top 25 positions this quarter: 2 new, 16 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $16.3M | 7.66% | 69,053 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $11.5M | 5.38% | 72,610 | Added |
| 3 | BLV | VANGUARD BD INDEX FDS | $11.1M | 5.21% | 161,241 | Added |
| 4 | PBI | PITNEY BOWES INC | $10.6M | 4.97% | 605,375 | Trimmed |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.3M | 4.82% | 20,554 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $9.1M | 4.27% | 24,621 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $8.9M | 4.18% | 37,404 | Added |
| 8 | MKL | MARKEL GROUP INC | $8.9M | 4.15% | 4,533 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.8M | 3.67% | 16,404 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $7.8M | 3.65% | 21,813 | Trimmed |
| 11 | ELV | ELEVANCE HEALTH INC FORMERLY | $6.8M | 3.17% | 17,473 | Trimmed |
| 12 | BIV | VANGUARD BD INDEX FDS | $6.6M | 3.09% | 85,937 | Added |
| 13 | META | META PLATFORMS INC | $5.7M | 2.69% | 10,204 | Added |
| 14 | REGN | REGENERON PHARMACEUTICALS | $5.3M | 2.48% | 8,485 | Added |
| 15 | PTY | PIMCO CORPORATE & INCOME OPP | $4.7M | 2.19% | 388,873 | Added |
| 16 | ACN | ACCENTURE PLC IRELAND | $4.4M | 2.07% | 35,458 | Added |
| 17 | VO | VANGUARD INDEX FDS | $4.2M | 1.99% | 52,579 | New |
| 18 | VB | VANGUARD INDEX FDS | $4.1M | 1.94% | 13,673 | New |
| 19 | V | VISA INC | $3.9M | 1.83% | 11,396 | Added |
| 20 | FCNCA | FIRST CTZNS BANCSHARES INC D | $3.7M | 1.74% | 1,786 | Added |
| 21 | MSFT | MICROSOFT CORP | $3.6M | 1.68% | 9,626 | Added |
| 22 | DIS | DISNEY WALT CO | $3.4M | 1.58% | 35,120 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $3.2M | 1.49% | 9,704 | Added |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $3.2M | 1.49% | 37,853 | Added |
| 25 | KSPI | KASPI KZ JSC | $3.0M | 1.43% | 35,120 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR