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CIK: 0001965292
Total reported value
$213.3M
$213.3M
53 檔
22.1%
At the close of Q1 2025, Evergreen Wealth Management, LLC disclosed equity holdings valued at approximately $213.3M, spread across 53 reported holdings.
During Q1 2025, Evergreen Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.18% | +0.15% | +14.65% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.76% | -0.43% | +15.20% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.18% | -0.06% | -0.13% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.61% | -0.04% | -2.31% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.45% | -0.27% | +4.97% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.11% | — | +2.85% | |
| 7 | MKL | Markel Group Inc | Stock-Financials | 3.99% | +0.47% | -0.94% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.49% | +0.16% | -14.34% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.44% | -0.19% | +4.90% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.11% | -0.27% | -14.64% | |
| 11 | ELV | Elevance Health Inc | Stock-Healthcare | 2.97% | +0.34% | +17.17% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.77% | +0.52% | +4.03% | |
| 13 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.75% | -0.09% | +6.05% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.70% | +0.05% | -4.12% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.32% | -0.06% | +4.75% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.21% | -0.05% | +1.51% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 2.18% | +0.13% | -3.44% | |
| 18 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.14% | -0.85% | — | |
| 19 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 2.03% | -0.52% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | +0.18% | +0.66% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.68% | -0.29% | +2.01% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.61% | +0.06% | +55.20% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.57% | -0.04% | +73.73% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.56% | -1.41% | EXIT | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.44% | — | +0.14% | |
| 26 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.35% | — | -4.82% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.32% | -0.91% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.27% | -0.35% | +12.82% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.26% | +0.01% | -26.02% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 1.26% | +0.03% | -0.96% | |
| 31 | BVE | Diamond Hill Investment Grp | Stock-Other | 1.25% | — | -46.20% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 1.23% | +0.12% | -2.21% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +0.24% | -19.91% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 1.13% | — | +1.53% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.99% | +0.35% | +22.32% | |
| 36 | FIS | Fidelity National Info Serv | Stock-Tech | 0.85% | — | +2.36% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.81% | +0.01% | -65.14% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.79% | -0.04% | -1.34% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.78% | +0.22% | -9.90% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.77% | — | -1.01% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.05% | -10.17% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.70% | +0.06% | -2.36% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | — | +2.20% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.58% | +0.06% | -64.86% | |
| 45 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.56% | -0.42% | EXIT | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.48% | — | +0.55% | |
| 47 | NVR | Nvr Inc | Stock-Consumer Disc | 0.46% | +0.22% | -2.73% | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.33% | -0.02% | -50.88% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | — | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | -50.94% |
According to official SEC Form 13F filings, Evergreen Wealth Management, LLC reported a total U.S. public equity portfolio value of $213.3M across 53 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VTI, VYM) accounted for 22.1% of total reported equity market value during Q1 2025.
During Q1 2025, Evergreen Wealth Management, LLC's top holdings by market value included VIG (7.2%)、VTI (6.8%)、VYM (5.2%). The largest single position, VIG, represented 7.2% of total portfolio value.
In Q1 2025, Evergreen Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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