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CIK: 0001762294
Total reported value
$468.6M
$468.6M
24 檔
73.6%
The Q4 2025 SEC filing reveals that Evergreen Advisors, LLC held a total portfolio value of $468.6M, covering 24 public equity positions.
In Q4 2025, Evergreen Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 39.45% | +1.92% | -0.05% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 14.37% | +0.29% | +1.26% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.92% | -0.70% | +3.40% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.15% | -0.57% | +5.07% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.18% | -0.55% | +3.04% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.64% | -0.50% | +3.10% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.20% | +0.55% | +5.03% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.02% | -2.14% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | — | +2.31% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.01% | +20.48% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | +0.01% | -30.58% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | -2.37% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | -0.02% | -10.34% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.18% | +0.01% | -0.84% | |
| 15 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 0.15% | -0.01% | EXIT | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.03% | — | |
| 17 | SMBK | Smartfinancial Inc | Stock-Other | 0.11% | +0.01% | +0.43% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | +0.06% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.01% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.06% | +0.01% | +8.24% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.06% | -0.01% | +2.73% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.06% | — | +1.02% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.05% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +2% | -0.05% | Trim |
| 2 | SCHF | Schwab Intl Equity ETF | +0.9% | +1.26% | Trim |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.3% | +5.03% | Add |
| 4 | AAPL | Apple Inc | +0.1% | +20.48% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.14% | Trim |
| 6 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.84% | Trim |
| 7 | SMBK | Smartfinancial Inc | 0% | +0.43% | Add |
| 8 | VIG | Vanguard Dividend Apprec ETF | — | +2.31% | Add |
| 9 | IWD | Ishares Russell 1000 Value E | — | -2.37% | Add |
| 10 | NVDA | Nvidia CORP | — | — | Trim |
| 11 | LOW | Lowe's Cos Inc | — | +2.73% | Add |
| 12 | AGG | Ishares Core U.s. Aggregate | -0.1% | -10.34% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -30.58% | Trim |
| 14 | VMBS | Vanguard Mortgage-backed Sec | -0.6% | +3.10% | Add |
| 15 | VGIT | Vanguard Intermediate-term T | -0.9% | +3.04% | Add |
| 16 | SCHD | Schwab US Dvd Equity ETF | -1% | +5.07% | Add |
| 17 | VCIT | Vanguard Int-term Corporate | -1.1% | +3.40% | Add |
| 18 | SCYB | Schwab High Yield Bond ETF | — | NEW | New buy |
| 19 | AVGO | Broadcom Inc | — | NEW | New buy |
| 20 | MSFT | Microsoft CORP | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 23 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 24 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Evergreen Advisors, LLC reported a total U.S. public equity portfolio value of $468.6M across 24 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, SCHF, VCIT) accounted for 73.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCYB
市值: $634.3K
Top Position Liquidated / Trimmed
SCHB
前期市值: $135.1M
During Q4 2025, Evergreen Advisors, LLC's top holdings by market value included SCHB (39.5%)、SCHF (14.4%)、VCIT (11.9%). The largest single position, SCHB, represented 39.5% of total portfolio value.
In Q4 2025, Evergreen Advisors, LLC made 24 total portfolio adjustments, initiating 7 new buys, adding to 10 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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