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CIK: 0001965292
Total reported value
$213.3M
$213.3M
50 檔
23.7%
According to the latest 13F quarterly dataset, Evergreen Wealth Management, LLC managed an equity portfolio of $213.3M at the end of Q2 2025, spanning 50 distinct U.S. exchange-listed positions.
During Q2 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 | 7.02% | +0.15% | -1.26% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.40% | -0.43% | -8.80% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.20% | -0.06% | +3.35% | |
| 4 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.02% | -0.27% | +21.47% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.72% | +0.16% | +24.74% | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.87% | -0.91% | +149.25% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.80% | -0.19% | +16.45% | |
| 8 | MKL | Markel Group Inc | Stock-Financials | 3.80% | +0.47% | -5.04% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.78% | -0.27% | +0.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.69% | +0.05% | +27.87% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.55% | -0.04% | -10.05% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.39% | +0.52% | -4.51% | |
| 13 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.07% | -0.85% | +84.61% | |
| 14 | ELV | Elevance Health Inc | Stock-Healthcare | 2.82% | +0.34% | +13.43% | |
| 15 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.55% | -0.09% | +2.87% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | +0.18% | +0.59% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.14% | -0.06% | -2.22% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 2.08% | +0.13% | +0.66% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.86% | -0.05% | -3.01% | |
| 20 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 1.80% | -0.52% | +3.23% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.65% | -0.29% | +0.95% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.63% | +0.06% | -1.79% | |
| 23 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.46% | — | +1.29% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.24% | +0.79% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | -1.41% | EXIT | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 1.34% | +0.12% | -2.37% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.33% | — | +1.14% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 1.18% | +0.03% | -2.40% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | — | +31.47% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 1.10% | — | +0.66% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 1.04% | -0.04% | -21.88% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.05% | +36.34% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.35% | +0.52% | |
| 34 | FIS | Fidelity National Info Serv | Stock-Tech | 0.88% | — | +0.30% | |
| 35 | BVE | Diamond Hill Investment Grp | Stock-Other | 0.87% | — | -27.32% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.86% | +0.22% | -5.67% | |
| 37 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.78% | -0.42% | EXIT | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.78% | +0.01% | -2.22% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.75% | +0.06% | -2.38% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.72% | — | -2.40% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | -0.04% | -0.24% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.01% | -40.37% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.58% | +0.06% | -2.39% | |
| 44 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.58% | — | +1.47% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.35% | +0.47% | |
| 46 | NVR | Nvr Inc | Stock-Consumer Disc | 0.45% | +0.22% | +1.87% | |
| 47 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.41% | -0.10% | — | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.36% | -0.02% | -1.68% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | -1.60% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | — | -1.78% |
According to official SEC Form 13F filings, Evergreen Wealth Management, LLC reported a total U.S. public equity portfolio value of $213.3M across 50 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VTI, VYM) accounted for 23.7% of total reported equity market value during Q2 2025.
During Q2 2025, Evergreen Wealth Management, LLC's top holdings by market value included VIG (7.0%)、VTI (6.4%)、VYM (5.2%). The largest single position, VIG, represented 7.0% of total portfolio value.
In Q2 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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