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CIK: 0001965292
Total reported value
$213.3M
$213.3M
54 檔
25.8%
According to the latest 13F quarterly dataset, Evergreen Wealth Management, LLC managed an equity portfolio of $213.3M at the end of Q4 2025, spanning 54 distinct U.S. exchange-listed positions.
In Q4 2025, Evergreen Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.31% | +0.15% | +6.51% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.32% | -0.43% | -17.23% | |
| 3 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.31% | -0.27% | +3.62% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.12% | -0.06% | +1.46% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.61% | +0.05% | -18.24% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.48% | +0.16% | +1.28% | |
| 7 | MKL | Markel Group Inc | Stock-Financials | 3.91% | +0.47% | +2.03% | |
| 8 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.82% | -0.85% | +2.03% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.74% | +0.52% | +1.86% | |
| 10 | PBI | Pitney Bowes Inc | Stock-Other | 3.72% | +0.99% | +19.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.41% | -0.04% | +2.78% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.17% | -0.19% | +3.62% | |
| 13 | ELV | Elevance Health Inc | Stock-Healthcare | 3.12% | +0.34% | +2.20% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.11% | -0.27% | +8.92% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.07% | -0.91% | +1.92% | |
| 16 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.29% | -0.09% | +4.57% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.08% | -0.05% | -0.06% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.90% | +0.13% | +1.97% | |
| 19 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.87% | +0.04% | +2.19% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.70% | -1.86% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | +0.18% | +0.66% | |
| 22 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 1.67% | -0.52% | +4.41% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.58% | -0.29% | +2.29% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.41% | +0.06% | -4.20% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | -1.41% | EXIT | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.24% | +2.24% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 1.28% | +0.12% | -4.42% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.05% | -21.97% | |
| 29 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.17% | -0.27% | +14.62% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 1.09% | +0.03% | -5.14% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.06% | -0.06% | +3.71% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.35% | +1.70% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | — | +2.60% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.97% | -0.04% | +1.47% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.35% | +1.36% | |
| 36 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.77% | — | — | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.73% | +0.01% | -4.11% | |
| 38 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.70% | — | +3.23% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.66% | — | -5.16% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.04% | +2.69% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.63% | +0.06% | -4.89% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.61% | +0.22% | +3.20% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.54% | +0.06% | -4.97% | |
| 44 | CPRT | Copart Inc | Stock-Industrials | 0.47% | -0.01% | +3.62% | |
| 45 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.45% | -0.10% | — | |
| 46 | NVR | Nvr Inc | Stock-Consumer Disc | 0.44% | +0.22% | +3.48% | |
| 47 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.32% | -0.42% | EXIT | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.32% | -0.02% | -5.21% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | -0.01% | -5.44% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.17% | — | -3.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | REGN | Regeneron Pharmaceuticals | +1% | +2.03% | Add |
| 2 | MKL | Markel Group Inc | +0.4% | +2.03% | Add |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +6.51% | Add |
| 4 | FCNCA | First Citizens Bcshs -cl A | +0.3% | +2.19% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.86% | Add |
| 6 | PBI | Pitney Bowes Inc | +0.2% | +19.09% | Add |
| 7 | ELV | Elevance Health Inc | +0.2% | +2.20% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.06% | Trim |
| 9 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +14.62% | Add |
| 10 | AMGN | Amgen Inc | +0.1% | +1.47% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +1.28% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -0.77% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -18.24% | Trim |
| 14 | ULTA | Ulta Beauty Inc | +0.1% | +3.23% | Add |
| 15 | ASML | ASML Holding N.V. | 0% | +3.98% | Add |
| 16 | V | Visa Inc-class A Shares | 0% | +1.97% | Add |
| 17 | JXN | Jackson Financial Inc-a | 0% | — | Unchanged |
| 18 | JPM | Jpmorgan Chase & Co | — | +2.24% | Add |
| 19 | SCHD | Schwab US Dvd Equity ETF | — | +2.69% | Add |
| 20 | AAPL | Apple Inc | — | -0.66% | Trim |
| 21 | VXUS | Vanguard Total Intl Stock | — | -3.40% | Trim |
| 22 | BSV | Vanguard Short-term Bond ETF | 0% | +3.71% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +2.60% | Add |
| 24 | BKNG | Booking Holdings Inc | 0% | +3.20% | Add |
| 25 | BIV | Vanguard Intermediate-term B | 0% | +3.62% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | -5.44% | Trim |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | -5.21% | Trim |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.46% | Add |
| 29 | NVR | Nvr Inc | 0% | +3.48% | Add |
| 30 | VBK | Vanguard Small-cap Grwth ETF | 0% | -4.97% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -21.97% | Trim |
| 32 | CVX | Chevron CORP | 0% | +1.70% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +2.78% | Add |
| 34 | VBR | Vanguard Small-cap Value ETF | -0.1% | -4.11% | Trim |
| 35 | VOE | Vanguard Mid-cap Value ETF | -0.1% | -5.16% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | +1.36% | Add |
| 37 | KSPI | Jsc Kaspi.kz Adr | -0.1% | +4.41% | Add |
| 38 | CPRT | Copart Inc | -0.1% | +3.62% | Add |
| 39 | VTV | Vanguard Value ETF | -0.1% | -5.14% | Trim |
| 40 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -4.20% | Trim |
| 41 | LMT | Lockheed Martin CORP | -0.1% | +2.29% | Add |
| 42 | TTD | Trade Desk Inc/the -class A | -0.1% | +4.03% | Add |
| 43 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | -4.89% | Trim |
| 44 | DIS | Walt Disney Co/the | -0.1% | +1.92% | Add |
| 45 | VUG | Vanguard Growth ETF | -0.1% | -4.42% | Trim |
| 46 | BLV | Vanguard Long-term Bond ETF | -0.1% | +3.62% | Add |
| 47 | MSFT | Microsoft CORP | -0.2% | +0.66% | Add |
| 48 | META | Meta Platforms Inc-class A | -0.2% | +8.92% | Add |
| 49 | PTY | Pimco Corporate & Income Opp | -0.3% | +4.57% | Add |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -1.2% | -17.23% | Trim |
According to official SEC Form 13F filings, Evergreen Wealth Management, LLC reported a total U.S. public equity portfolio value of $213.3M across 54 disclosed positions in Q4 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 25.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
RSP
市值: $3.4M
Top Position Liquidated / Trimmed
FISV
前期市值: $5.1M
During Q4 2025, Evergreen Wealth Management, LLC's top holdings by market value included VIG (7.3%)、VTI (5.3%)、BLV (5.3%). The largest single position, VIG, represented 7.3% of total portfolio value.
In Q4 2025, Evergreen Wealth Management, LLC made 54 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 16 holdings, and fully liquidating 1 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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