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Evergreen Wealth Management, LLC 13F holdings

Filed 2026-07-31 · Evergreen Wealth Management, LLC · 55 positions · $213.3M

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TickerCompanySharesValue% of portfolio
VIGVANGUARD SPECIALIZED FUNDS69.1K$16.3M7.7%
VYMVANGUARD WHITEHALL FDS72.6K$11.5M5.4%
BLVVANGUARD BD INDEX FDS161.2K$11.1M5.2%
PBIPITNEY BOWES INC605.4K$10.6M5.0%
BRK-BBERKSHIRE HATHAWAY INC DEL20.6K$10.3M4.8%
VTIVANGUARD INDEX FDS24.6K$9.1M4.3%
AMZNAMAZON COM INC37.4K$8.9M4.2%
MKLMARKEL GROUP INC4.5K$8.9M4.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC16.4K$7.8M3.7%
GOOGLALPHABET INC21.8K$7.8M3.7%
ELVELEVANCE HEALTH INC FORMERLY17.5K$6.8M3.2%
BIVVANGUARD BD INDEX FDS85.9K$6.6M3.1%
METAMETA PLATFORMS INC10.2K$5.7M2.7%
REGNREGENERON PHARMACEUTICALS8.5K$5.3M2.5%
PTYPIMCO CORPORATE & INCOME OPP388.9K$4.7M2.2%
—ACCENTURE PLC IRELAND35.5K$4.4M2.1%
VOVANGUARD INDEX FDS52.6K$4.2M2.0%
VBVANGUARD INDEX FDS13.7K$4.1M1.9%
VVISA INC11.4K$3.9M1.8%
FCNCAFIRST CTZNS BANCSHARES INC D1.8K$3.7M1.7%
MSFTMICROSOFT CORP9.6K$3.6M1.7%
DISDISNEY WALT CO35.1K$3.4M1.6%
JPMJPMORGAN CHASE & CO9.7K$3.2M1.5%
VEUVANGUARD INTL EQUITY INDEX F37.9K$3.2M1.5%
KSPIKASPI KZ JSC35.1K$3.0M1.4%
VUGVANGUARD INDEX FDS31.9K$2.7M1.3%
VTVVANGUARD INDEX FDS11.6K$2.5M1.2%
UNHUNITEDHEALTH GROUP INC6.0K$2.5M1.2%
ADBEADOBE INC11.3K$2.3M1.1%
CVXCHEVRON CORPORATION13.8K$2.3M1.1%
VUSBVANGUARD BD INDEX FDS44.7K$2.2M1.0%
BSVVANGUARD BD INDEX FDS28.4K$2.2M1.0%
LMTLOCKHEED MARTIN CORP4.3K$2.2M1.0%
LRNSTRIDE INC24.1K$2.1M1.0%
NFLXNETFLIX INC.28.7K$2.0M1.0%
BKNGBOOKING HOLDINGS INC11.4K$2.0M1.0%
JNJJOHNSON & JOHNSON7.8K$2.0M0.9%
AMGNAMGEN INC5.0K$1.8M0.8%
VBRVANGUARD INDEX FDS6.8K$1.7M0.8%
GOOGALPHABET INC4.6K$1.6M0.8%
VOEVANGUARD INDEX FDS7.6K$1.5M0.7%
CPRTCOPART INC51.2K$1.4M0.7%
SCHDSCHWAB STRATEGIC TR44.9K$1.4M0.7%
VOTVANGUARD INDEX FDS4.5K$1.4M0.7%
NVRNVR INC197$1.3M0.6%
VBKVANGUARD INDEX FDS3.6K$1.3M0.6%
RSPINVESCO EXCHANGE TRADED FD T4.8K$1.0M0.5%
JXNJACKSON FINANCIAL INC7.2K$737,0030.3%
VSSVANGUARD INTL EQUITY INDEX F4.5K$690,8200.3%
VWOVANGUARD INTL EQUITY INDEX F9.3K$554,8690.3%
VXUSVANGUARD STAR FDS4.4K$376,3950.2%
NVONOVO-NORDISK A S6.0K$287,5130.1%
AAPLAPPLE INC952$275,4860.1%
CBCHUBB LIMITED784$267,1590.1%
ASMLASML HLDG NV115$229,3720.1%
Top Fund Holdings
13F
Top Fund Holdings

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