# Evergreen Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1965292. Source: https://holderbook.com/funds/1965292-evergreen-wealth-management-llc/

- Reported value: $213.3M
- Positions: 55
- Weight of the ten largest: 48.0%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $16.3M | 69,053 | 7.7% | 15 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $11.5M | 72,610 | 5.4% | 15 |
| VANGUARD BD INDEX FDS | [BLV](https://holderbook.com/stocks/BLV/) | $11.1M | 161,241 | 5.2% | 14 |
| PITNEY BOWES INC | [PBI](https://holderbook.com/stocks/PBI/) | $10.6M | 605,375 | 5.0% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $10.3M | 20,554 | 4.8% | 15 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $9.1M | 24,621 | 4.3% | 15 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.9M | 37,404 | 4.2% | 15 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $8.9M | 4,533 | 4.2% | 15 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $7.8M | 16,404 | 3.7% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $7.8M | 21,813 | 3.7% | 15 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $6.8M | 17,473 | 3.2% | 13 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $6.6M | 85,937 | 3.1% | 14 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.7M | 10,204 | 2.7% | 15 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $5.3M | 8,485 | 2.5% | 6 |
| PIMCO CORPORATE & INCOME OPP | [PTY](https://holderbook.com/stocks/PTY/) | $4.7M | 388,873 | 2.2% | 15 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $4.4M | 35,458 | 2.1% | 2 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $4.2M | 52,579 | 2.0% | 1 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $4.1M | 13,673 | 1.9% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $3.9M | 11,396 | 1.8% | 15 |
| FIRST CTZNS BANCSHARES INC D | [FCNCA](https://holderbook.com/stocks/FCNCA/) | $3.7M | 1,786 | 1.7% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.6M | 9,626 | 1.7% | 15 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $3.4M | 35,120 | 1.6% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.2M | 9,704 | 1.5% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $3.2M | 37,853 | 1.5% | 15 |
| KASPI KZ JSC | [KSPI](https://holderbook.com/stocks/KSPI/) | $3.0M | 35,120 | 1.4% | 6 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $2.7M | 31,866 | 1.3% | 15 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $2.5M | 11,568 | 1.2% | 15 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.5M | 6,021 | 1.2% | 15 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $2.3M | 11,345 | 1.1% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.3M | 13,836 | 1.1% | 8 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $2.2M | 44,659 | 1.0% | 4 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $2.2M | 28,421 | 1.0% | 15 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $2.2M | 4,264 | 1.0% | 15 |
| STRIDE INC | [LRN](https://holderbook.com/stocks/LRN/) | $2.1M | 24,100 | 1.0% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.0M | 28,707 | 1.0% | 2 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $2.0M | 11,374 | 1.0% | 13 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.0M | 7,848 | 0.9% | 15 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.8M | 4,964 | 0.8% | 12 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.7M | 6,812 | 0.8% | 15 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.6M | 4,640 | 0.8% | 15 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.5M | 7,627 | 0.7% | 15 |
| COPART INC | [CPRT](https://holderbook.com/stocks/CPRT/) | $1.4M | 51,220 | 0.7% | 4 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $1.4M | 44,858 | 0.7% | 15 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $1.4M | 4,537 | 0.7% | 15 |
| NVR INC | [NVR](https://holderbook.com/stocks/NVR/) | $1.3M | 197 | 0.6% | 15 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $1.3M | 3,597 | 0.6% | 15 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.0M | 4,841 | 0.5% | 3 |
| JACKSON FINANCIAL INC | [JXN](https://holderbook.com/stocks/JXN/) | $737.0K | 7,198 | 0.3% | 5 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $690.8K | 4,477 | 0.3% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $554.9K | 9,296 | 0.3% | 15 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $376.4K | 4,403 | 0.2% | 15 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $287.5K | 5,997 | 0.1% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $275.5K | 952 | 0.1% | 15 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $267.2K | 784 | 0.1% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $229.4K | 115 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.3% | +14.8% | -5.6% | 100% |
| Q1 2026 | -3.5% | -4.6% | +1.1% | 100% |
| Q4 2025 | +2.6% | +2.4% | +0.3% | 100% |
| Q3 2025 | +4.8% | +7.8% | -3.1% | 100% |
| Q2 2025 | +5.3% | +10.5% | -5.1% | 100% |
| Q1 2025 | -1.6% | -4.6% | +3.0% | 100% |
| Q4 2024 | -0.0% | +2.1% | -2.2% | 100% |
| Q3 2024 | +5.3% | +5.4% | -0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $213.3M | 55 |
| Q1 2026 | $193.7M | 54 |
| Q4 2025 | $198.6M | 54 |
| Q3 2025 | $190.8M | 51 |
| Q2 2025 | $178.3M | 50 |
| Q1 2025 | $167.4M | 53 |
| Q4 2024 | $169.2M | 53 |
| Q3 2024 | $166.2M | 53 |
| Q2 2024 | $150.9M | 55 |
| Q1 2024 | $147.7M | 55 |
| Q4 2023 | $136.0M | 55 |
| Q3 2023 | $126.5M | 56 |