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CIK: 0001965292
Total reported value
$213.3M
$213.3M
51 檔
25.7%
In Q3 2025, Evergreen Wealth Management, LLC's U.S. equity holdings reached a combined market value of $213.3M, distributed across 51 disclosed stock positions.
In Q3 2025, Evergreen Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.01% | +0.15% | +1.34% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.55% | -0.43% | +1.29% | |
| 3 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.44% | -0.27% | +13.76% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.16% | -0.06% | +0.37% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | +0.05% | -4.27% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.38% | +0.16% | -0.75% | |
| 7 | MKL | Markel Group Inc | Stock-Financials | 3.55% | +0.47% | +4.54% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.52% | +0.52% | -10.12% | |
| 9 | PBI | Pitney Bowes Inc | Stock-Other | 3.51% | +0.99% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.46% | -0.04% | +0.67% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.31% | -0.27% | -5.86% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.20% | -0.19% | -10.85% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.16% | -0.91% | -5.38% | |
| 14 | ELV | Elevance Health Inc | Stock-Healthcare | 2.93% | +0.34% | +33.49% | |
| 15 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.84% | -0.85% | -7.74% | |
| 16 | FISV | Fiserv Inc | Stock-Other | 2.65% | — | — | |
| 17 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.55% | -0.09% | +2.93% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.94% | -0.05% | -7.98% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.89% | +0.13% | +0.95% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | +0.18% | -18.97% | |
| 21 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 1.74% | -0.52% | +7.69% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.66% | -0.29% | -0.27% | |
| 23 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.58% | +0.04% | — | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.49% | +0.06% | -8.74% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 1.37% | +0.12% | +0.11% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.24% | -4.92% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.26% | -1.41% | EXIT | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.05% | -5.36% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 1.17% | +0.03% | +0.21% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.07% | -0.06% | -46.83% | |
| 31 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.06% | -0.27% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.35% | +1.64% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | +0.35% | +79.92% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | — | -22.51% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.86% | -0.04% | -12.48% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.78% | +0.01% | -0.14% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.72% | +0.06% | +0.13% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.72% | — | +0.20% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.04% | -4.46% | |
| 40 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.64% | — | +0.72% | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.62% | +0.22% | -17.67% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.58% | +0.06% | -0.19% | |
| 43 | CPRT | Copart Inc | Stock-Industrials | 0.55% | -0.01% | — | |
| 44 | NVR | Nvr Inc | Stock-Consumer Disc | 0.48% | +0.22% | +5.50% | |
| 45 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.44% | -0.10% | — | |
| 46 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.41% | -0.42% | EXIT | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.35% | -0.02% | -1.06% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.28% | -0.01% | -1.03% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.17% | — | -0.94% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.01% | -83.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.9% | -4.27% | Add |
| 2 | DIS | Walt Disney Co/the | +1.8% | -5.38% | Add |
| 3 | BLV | Vanguard Long-term Bond ETF | +1% | +13.76% | Add |
| 4 | AMZN | Amazon.com Inc | +0.9% | -0.75% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | -10.12% | Trim |
| 6 | REGN | Regeneron Pharmaceuticals | +0.7% | -7.74% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | -5.36% | Add |
| 8 | NVDA | Nvidia CORP | +0.4% | -22.51% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -5.86% | Trim |
| 10 | ULTA | Ulta Beauty Inc | +0.2% | +0.72% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.1% | +0.11% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -4.92% | Trim |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +79.92% | Add |
| 14 | VOT | Vanguard Mid-cap Growth ETF | 0% | +0.13% | Trim |
| 15 | NVR | Nvr Inc | 0% | +5.50% | Add |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | -1.06% | Trim |
| 17 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.03% | Trim |
| 18 | VBK | Vanguard Small-cap Grwth ETF | — | -0.19% | Trim |
| 19 | VXUS | Vanguard Total Intl Stock | — | -0.94% | Trim |
| 20 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.37% | Add |
| 21 | MSFT | Microsoft CORP | 0% | -18.97% | Trim |
| 22 | LMT | Lockheed Martin CORP | 0% | -0.27% | Add |
| 23 | ELV | Elevance Health Inc | 0% | +33.49% | Add |
| 24 | VBR | Vanguard Small-cap Value ETF | 0% | -0.14% | Trim |
| 25 | VOE | Vanguard Mid-cap Value ETF | -0.1% | +0.20% | Trim |
| 26 | VTV | Vanguard Value ETF | -0.1% | +0.21% | Trim |
| 27 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -8.74% | Trim |
| 28 | TTD | Trade Desk Inc/the -class A | -0.2% | -16.66% | Trim |
| 29 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -4.46% | Trim |
| 30 | BKNG | Booking Holdings Inc | -0.2% | -17.67% | Trim |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +1.34% | Add |
| 32 | PTY | Pimco Corporate & Income Opp | -0.2% | +2.93% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +1.29% | Trim |
| 34 | CVX | Chevron CORP | -0.2% | +1.64% | Add |
| 35 | BIV | Vanguard Intermediate-term B | -0.2% | -10.85% | Add |
| 36 | JNJ | Johnson & Johnson | -0.3% | -7.98% | Trim |
| 37 | KSPI | Jsc Kaspi.kz Adr | -0.3% | +7.69% | Add |
| 38 | V | Visa Inc-class A Shares | -0.3% | +0.95% | Add |
| 39 | CSCO | Cisco Systems Inc | -0.3% | +1.31% | Trim |
| 40 | MKL | Markel Group Inc | -0.4% | +4.54% | Trim |
| 41 | AMGN | Amgen Inc | -0.7% | -12.48% | Trim |
| 42 | AAPL | Apple Inc | -1.1% | -83.87% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +0.67% | Trim |
| 44 | BSV | Vanguard Short-term Bond ETF | -1.3% | -46.83% | Trim |
| 45 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
| 46 | PBI | Pitney Bowes Inc | — | NEW | New buy |
| 47 | FISV | Fiserv Inc | — | NEW | New buy |
| 48 | FCNCA | First Citizens Bcshs -cl A | — | NEW | New buy |
| 49 | MDT | Medtronic plc | — | EXIT | Sold out |
| 50 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Evergreen Wealth Management, LLC reported a total U.S. public equity portfolio value of $213.3M across 51 disclosed positions in Q3 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 VIG, VTI, BLV) accounted for 25.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
PBI
市值: $6.7M
Top Position Liquidated / Trimmed
JEPI
前期市值: $6.9M
During Q3 2025, Evergreen Wealth Management, LLC's top holdings by market value included VIG (7.0%)、VTI (6.5%)、BLV (5.4%). The largest single position, VIG, represented 7.0% of total portfolio value.
In Q3 2025, Evergreen Wealth Management, LLC made 60 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 25 holdings, and fully liquidating 9 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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