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CIK: 0001965292
Total reported value
$213.3M
$213.3M
54 檔
25.4%
During the Q1 2026 filing period, Evergreen Wealth Management, LLC (CIK: 0001965292) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $213.3M across 54 reported positions.
In Q1 2026, Evergreen Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.51% | +0.15% | +2.52% | |
| 2 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.48% | -0.27% | +1.75% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.44% | -0.06% | +0.47% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.86% | -0.04% | +45.79% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.70% | -0.43% | -9.90% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.02% | +0.16% | -3.03% | |
| 7 | PBI | Pitney Bowes Inc | Stock-Other | 3.98% | +0.99% | -0.03% | |
| 8 | MKL | Markel Group Inc | Stock-Financials | 3.68% | +0.47% | +3.10% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.60% | +0.05% | -17.03% | |
| 10 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.33% | -0.85% | -15.06% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.28% | -0.19% | +1.71% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.15% | +0.52% | -26.22% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.96% | -0.27% | +7.09% | |
| 14 | ELV | Elevance Health Inc | Stock-Healthcare | 2.83% | +0.34% | +6.03% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.49% | -0.91% | -6.51% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.34% | -1.86% | +33.87% | |
| 17 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.28% | -0.09% | +3.81% | |
| 18 | ACN | Accenture plc | Stock-Tech | 2.14% | -0.07% | — | |
| 19 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 1.95% | -0.52% | +20.48% | |
| 20 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 1.70% | +0.04% | +1.51% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | +0.13% | +1.15% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.18% | +12.60% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.35% | +1.40% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.43% | +0.06% | -3.18% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.41% | -1.41% | EXIT | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.34% | -0.38% | — | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.31% | -0.27% | +9.88% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.31% | -0.29% | -35.08% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.24% | +1.36% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.12% | -0.02% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 1.15% | +0.03% | +0.05% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.10% | -0.06% | +1.74% | |
| 33 | LRN | Stride Inc | Stock-Consumer Staples | 1.08% | -0.11% | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.05% | -61.06% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.04% | -17.10% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.35% | +1.15% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.77% | +0.01% | +0.03% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.73% | +0.22% | +49.12% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.05% | -36.67% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.04% | -3.17% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.71% | — | +0.05% | |
| 42 | CPRT | Copart Inc | Stock-Industrials | 0.69% | -0.01% | +67.17% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.59% | +0.06% | -0.02% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.56% | +0.06% | — | |
| 45 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 0.51% | -0.51% | EXIT | |
| 46 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.45% | -0.10% | — | |
| 47 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.42% | -0.42% | EXIT | |
| 48 | NVR | Nvr Inc | Stock-Consumer Disc | 0.41% | +0.22% | +1.68% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.34% | -0.02% | +2.25% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | +3.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.5% | +45.79% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +33.87% | Add |
| 3 | CVX | Chevron CORP | +0.4% | +1.40% | Add |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +0.47% | Add |
| 5 | KSPI | Jsc Kaspi.kz Adr | +0.3% | +20.48% | Add |
| 6 | PBI | Pitney Bowes Inc | +0.3% | -0.03% | Trim |
| 7 | CPRT | Copart Inc | +0.2% | +67.17% | Add |
| 8 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +2.52% | Add |
| 9 | BLV | Vanguard Long-term Bond ETF | +0.2% | +1.75% | Add |
| 10 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +9.88% | Add |
| 11 | BKNG | Booking Holdings Inc | +0.1% | +49.12% | Add |
| 12 | BIV | Vanguard Intermediate-term B | +0.1% | +1.71% | Add |
| 13 | TTD | Trade Desk Inc/the -class A | +0.1% | +114.39% | Add |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -3.17% | Trim |
| 15 | VTV | Vanguard Value ETF | +0.1% | +0.05% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +1.20% | Add |
| 17 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +0.05% | Add |
| 18 | VBR | Vanguard Small-cap Value ETF | 0% | +0.03% | Add |
| 19 | BSV | Vanguard Short-term Bond ETF | 0% | +1.74% | Add |
| 20 | VEU | Vanguard Ftse All-world Ex-u | 0% | -3.18% | Trim |
| 21 | CB | Chubb Limited | 0% | +7.31% | Add |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +2.25% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.27% | Add |
| 24 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | Unchanged |
| 25 | VXUS | Vanguard Total Intl Stock | 0% | +2.22% | Add |
| 26 | AAPL | Apple Inc | — | -0.77% | Trim |
| 27 | JXN | Jackson Financial Inc-a | — | — | Unchanged |
| 28 | PTY | Pimco Corporate & Income Opp | 0% | +3.81% | Add |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 0% | +24.09% | Add |
| 30 | NVR | Nvr Inc | 0% | +1.68% | Add |
| 31 | VOT | Vanguard Mid-cap Growth ETF | 0% | -0.02% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | +1.36% | Add |
| 33 | AMGN | Amgen Inc | -0.1% | -17.10% | Trim |
| 34 | VUG | Vanguard Growth ETF | -0.1% | -0.02% | Trim |
| 35 | META | Meta Platforms Inc-class A | -0.2% | +7.09% | Add |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | +1.15% | Add |
| 37 | FCNCA | First Citizens Bcshs -cl A | -0.2% | +1.51% | Add |
| 38 | V | Visa Inc-class A Shares | -0.2% | +1.15% | Add |
| 39 | MSFT | Microsoft CORP | -0.2% | +12.60% | Add |
| 40 | MKL | Markel Group Inc | -0.2% | +3.10% | Add |
| 41 | LMT | Lockheed Martin CORP | -0.3% | -35.08% | Trim |
| 42 | ELV | Elevance Health Inc | -0.3% | +6.03% | Add |
| 43 | AMZN | Amazon.com Inc | -0.5% | -3.03% | Trim |
| 44 | REGN | Regeneron Pharmaceuticals | -0.5% | -15.06% | Trim |
| 45 | GOOG | Alphabet Inc-cl C | -0.5% | -36.67% | Trim |
| 46 | DIS | Walt Disney Co/the | -0.6% | -6.51% | Trim |
| 47 | TSM | Taiwan Semiconductor-sp Adr | -0.6% | -26.22% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -9.90% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -1% | -17.03% | Trim |
| 50 | JNJ | Johnson & Johnson | -1.1% | -61.06% | 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 Q1 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 VIG, BLV, VYM) accounted for 25.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ACN
市值: $4.1M
Top Position Liquidated / Trimmed
NVDA
前期市值: $2.0M
During Q1 2026, Evergreen Wealth Management, LLC's top holdings by market value included VIG (7.5%)、BLV (5.5%)、VYM (5.4%). The largest single position, VIG, represented 7.5% of total portfolio value.
In Q1 2026, Evergreen Wealth Management, LLC made 56 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 16 holdings, and fully liquidating 4 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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