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CIK: 0001762294
Total reported value
$465.9M
$465.9M
31 檔
83.5%
During the Q2 2026 filing period, Evergreen Advisors, LLC (CIK: 0001762294) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $465.9M across 31 reported positions.
In Q2 2026, Evergreen Advisors, LLC adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 137 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 38.94% | +0.32% | +0.32% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 14.65% | -0.28% | +0.30% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.25% | -0.47% | +3.72% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.61% | +0.33% | +1.10% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.57% | -0.09% | +3.58% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.14% | -0.23% | +3.12% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.88% | -0.45% | +1.77% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.06% | -1.33% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.49% | +0.92% | +187.49% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | — | -0.17% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.04% | +0.02% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | -0.22% | EXIT | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | +0.01% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.01% | +0.26% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.18% | — | +0.47% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.17% | -0.01% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | -0.01% | +14.21% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.03% | +71.19% | |
| 19 | SMBK | Smartfinancial Inc | Stock-Other | 0.12% | +0.01% | +0.22% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | -0.01% | +651.63% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | — | — | |
| 22 | INTC | Intel CORP | Stock-Tech | 0.07% | -0.01% | — | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.06% | — | +0.33% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.06% | — | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.06% | +0.01% | +503.21% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.05% | — | +93.28% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.05% | -0.05% | EXIT | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | -0.05% | EXIT | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | +0.01% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.04% | +0.01% | +353.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +1.9% | +0.32% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.6% | +1.77% | Add |
| 3 | SCHV | Schwab US Large-cap Value | +0.3% | +187.49% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.3% | +0.30% | Add |
| 5 | TSLA | Tesla Inc | +0.1% | +651.63% | Add |
| 6 | NVDA | Nvidia CORP | +0.1% | +71.19% | Add |
| 7 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 8 | AVGO | Broadcom Inc | 0% | +14.21% | Add |
| 9 | VTV | Vanguard Value ETF | 0% | +353.17% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 0% | +93.28% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.33% | Trim |
| 12 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 13 | AAPL | Apple Inc | 0% | +0.02% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.26% | Add |
| 15 | SMBK | Smartfinancial Inc | 0% | +0.22% | Add |
| 16 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.47% | Add |
| 17 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 19 | VUG | Vanguard Growth ETF | 0% | +503.21% | Add |
| 20 | VIG | Vanguard Dividend Apprec ETF | — | -0.17% | Trim |
| 21 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 22 | VB | Vanguard Small-cap ETF | — | +0.33% | Add |
| 23 | SCHG | Schwab US Large-cap Growth | — | EXIT | Sold out |
| 24 | ADP | Automatic Data Processing | — | EXIT | Sold out |
| 25 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 26 | AJG | Arthur J Gallagher & Co | — | EXIT | Sold out |
| 27 | BKLC | Bny Mellon US Lrg Cap Cor | — | EXIT | Sold out |
| 28 | FTEC | Fidelity Msci Info Tech Indx | — | EXIT | Sold out |
| 29 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 30 | T | At&t Inc | — | EXIT | Sold out |
| 31 | LUV | Southwest Airlines Co | — | EXIT | Sold out |
| 32 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 33 | FXR | First Trust Indst/producers | — | EXIT | Sold out |
| 34 | HAL | Halliburton Co | — | EXIT | Sold out |
| 35 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 36 | FHLC | Fidelity Msci Health Care | — | EXIT | Sold out |
| 37 | HD | Home Depot Inc | — | +0.16% | Add |
| 38 | VV | Vanguard Large-cap ETF | — | EXIT | Sold out |
| 39 | EMR | Emerson Electric Co | — | EXIT | Sold out |
| 40 | PSX | Phillips 66 | — | EXIT | Sold out |
| 41 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 42 | RIOT | Riot Platforms Inc | — | EXIT | Sold out |
| 43 | GEHC | GE Healthcare Technology | — | EXIT | Sold out |
| 44 | CCL1EUR | Carnival CORP LTD | — | EXIT | Sold out |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | EXIT | Sold out |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | EXIT | Sold out |
| 47 | TSN | Tyson Foods Inc-cl A | — | EXIT | Sold out |
| 48 | FNCL | Fidelity Msci Financial Indx | — | EXIT | Sold out |
| 49 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Evergreen Advisors, LLC reported a total U.S. public equity portfolio value of $465.9M across 31 disclosed positions in Q2 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 83.5% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
BRK-B
前期市值: $189.8K
During Q2 2026, Evergreen Advisors, LLC's top holdings by market value included SCHB (38.9%)、SCHF (14.7%)、VCIT (11.3%). The largest single position, SCHB, represented 38.9% of total portfolio value.
In Q2 2026, Evergreen Advisors, LLC made 159 total portfolio adjustments, initiating 0 new buys, adding to 20 positions, trimming 2 holdings, and fully liquidating 137 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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