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CIK: 0001762294
Total reported value
$468.6M
$468.6M
168 檔
75.1%
In Q1 2026, Evergreen Advisors, LLC's U.S. equity holdings reached a combined market value of $468.6M, distributed across 168 disclosed stock positions.
In Q1 2026, Evergreen Advisors, LLC displayed an active expansion posture, initiating 144 new positions and adding to 15 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 | 37.02% | +1.92% | +1.83% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 14.36% | +0.29% | +0.84% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.95% | -0.70% | +5.34% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.18% | -0.57% | +2.20% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.12% | -0.55% | +3.76% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.64% | -0.50% | +4.06% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.33% | +0.55% | +2.85% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.02% | -10.18% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | — | +18.80% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.01% | -0.73% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | -0.01% | — | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.01% | -1.33% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.19% | -0.02% | — | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.17% | +0.01% | +0.15% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.16% | +0.33% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.03% | — | |
| 18 | SMBK | Smartfinancial Inc | Stock-Other | 0.11% | +0.01% | +0.20% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | +0.06% | +21.33% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.08% | -0.01% | +44.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.01% | +31.29% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.06% | — | +0.34% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.05% | +0.01% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | — | +9.39% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | -0.04% | EXIT | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.04% | +0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | -0.04% | EXIT | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | -0.04% | EXIT | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.04% | EXIT | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.03% | +0.01% | — | |
| 32 | PNFP | Pinnacle Financial Partners | Stock-Financials | 0.03% | -0.03% | EXIT | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 0.03% | -0.03% | EXIT | |
| 34 | GE | General Electric | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.03% | -0.03% | EXIT | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.03% | -0.03% | EXIT | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.03% | -0.03% | EXIT | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | -0.03% | EXIT | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.03% | -0.03% | EXIT | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.02% | -0.02% | EXIT | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.02% | +0.05% | — | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.02% | -0.02% | EXIT | |
| 43 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 0.02% | -0.02% | EXIT | |
| 44 | UCB | United Community Banks/ga | Stock-Financials | 0.02% | -0.02% | EXIT | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.02% | +0.03% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | -0.02% | EXIT | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | -0.02% | EXIT | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | -0.02% | EXIT | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.02% | -0.02% | EXIT | |
| 50 | BILL | Bill Holdings Inc | Stock-Tech | 0.02% | -0.02% | EXIT |
According to official SEC Form 13F filings, Evergreen Advisors, LLC reported a total U.S. public equity portfolio value of $468.6M across 168 disclosed positions in Q1 2026.
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 75.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTEB
市值: $1.0M
Top Position Liquidated / Trimmed
SPY
前期市值: $3.5M
During Q1 2026, Evergreen Advisors, LLC's top holdings by market value included SCHB (37.0%)、SCHF (14.4%)、VCIT (11.9%). The largest single position, SCHB, represented 37.0% of total portfolio value.
In Q1 2026, Evergreen Advisors, LLC made 163 total portfolio adjustments, initiating 144 new buys, adding to 15 positions, trimming 4 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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