EW

Evergreen Wealth Management, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$193.7M

Reporting period: 2026-03-31 · Number of holdings: 56

Evergreen Wealth Management, LLC disclosed 56 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $193.7M and a quarterly turnover rate of 19.9%.

Personality snowflake

Concentration
13.09
Portfolio Stability
19.94
Momentum/Contrarian
100
Sector conviction
55.13
Diversification
100
Sizing Uniformity
91.16

Recent moves

  • Add BRK-B

    +45.8%　$2.6M

  • Trim JNJ

    -61.1%　-$2.2M

  • Trim GOOGL

    -17.0%　-$2.2M

  • Add RSP

    +33.9%　$1.2M

  • Trim VTI

    -9.9%　-$1.5M

  • Trim TSM

    -26.2%　-$1.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 54 holdings (of 56 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VIGVanguard Dividend Apprec ETFETF-Other7.51%+0.20%+2.52%
2BLVVanguard Long-term Bond ETFETF-Other5.48%+0.17%+1.75%
3VYMVanguard High Dvd Yield ETFETF-Other5.44%+0.32%+0.47%
4BRK-BBerkshire Hathaway Inc-cl BStock-Other4.86%+1.45%+45.79%
5VTIVanguard Total Stock Mkt ETFETF-Other4.70%-0.62%-9.90%
6AMZNAmazon.com INCStock-Consumer Disc4.02%-0.46%-3.03%
7PBIPitney Bowes INCStock-Other3.98%+0.26%-0.03%
8MKLMarkel Group INCStock-Financials3.68%-0.23%+3.10%
9GOOGLAlphabet Inc-cl AStock-Comm Services3.60%-1.01%-17.03%
10REGNRegeneron PharmaceuticalsStock-Healthcare3.33%-0.49%-15.06%
11BIVVanguard Intermediate-term BETF-Other3.28%+0.11%+1.71%
12TSMTaiwan Semiconductor-sp AdrStock-Tech3.15%-0.59%-26.22%
13METAMeta Platforms Inc-class AStock-Comm Services2.96%-0.15%+7.09%
14ELVElevance Health INCStock-Healthcare2.83%-0.29%+6.03%
15DISWalt Disney Co/theStock-Comm Services2.49%-0.58%-6.51%
16RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth2.34%+0.64%+33.87%
17PTYPimco Corporate & Income OppStock-Other2.28%-0.01%+3.81%
18ACNAccenture plcStock-Tech2.14%+2.14%NEW
19KSPIJsc Kaspi.kz AdrStock-Other1.95%+0.28%+20.48%
20FCNCAFirst Citizens Bcshs -cl AStock-Financials1.70%-0.17%+1.51%
21VVisa Inc-class A SharesStock-Financials1.70%-0.20%+1.15%
22MSFTMicrosoft CORPStock-Tech1.50%-0.20%+12.60%
23CVXChevron CORPStock-Energy1.43%+0.41%+1.40%
24VEUVanguard Ftse All-world Ex-uETF-Other1.43%+0.02%-3.18%
25CSCOCisco Systems INCStock-Tech1.41%+0.06%+1.20%
26NFLXNetflix INCStock-Comm Services1.34%+1.34%NEW
27VUSBVanguard Ultra Short Bond EtETF-Other1.31%+0.14%+9.88%
28LMTLockheed Martin CORPStock-Industrials1.31%-0.27%-35.08%
29JPMJpmorgan Chase & CoStock-Financials1.25%-0.07%+1.36%
30VUGVanguard Growth ETFETF-Other1.17%-0.11%-0.02%
31VTVVanguard Value ETFETF-Other1.15%+0.06%+0.05%
32BSVVanguard Short-term Bond ETFETF-Other1.10%—+1.74%
33LRNStride INCStock-Consumer Staples1.08%+1.08%NEW
34JNJJohnson & JohnsonStock-Healthcare0.98%-1.10%-61.06%
35AMGNAmgen INCStock-Healthcare0.88%-0.09%-17.10%
36UNHUnitedhealth Group INCStock-Healthcare0.82%-0.15%+1.15%
37VBRVanguard Small-cap Value ETFETF-Other0.77%+0.04%+0.03%
38BKNGBooking Holdings INCStock-Consumer Disc0.73%+0.12%+49.12%
39GOOGAlphabet Inc-cl CStock-Comm Services0.72%-0.49%-36.67%
40SCHDSchwab US Dvd Equity ETFETF-Other0.71%+0.07%-3.17%
41VOEVanguard Mid-cap Value ETFETF-Other0.71%+0.05%+0.05%
42CPRTCopart INCStock-Industrials0.69%+0.22%+67.17%
43VOTVanguard Mid-cap Growth ETFETF-Other0.59%-0.04%-0.02%
44VBKVanguard Small-cap Grwth ETFETF-Other0.56%——
45FNDFloor & Decor Holdings Inc-aStock-Consumer Disc0.51%+0.51%NEW
46JXNJackson Financial Inc-aStock-Financials0.45%——
47TTDTrade Desk Inc/the -class AStock-Comm Services0.42%+0.10%+114.39%
48NVRNvr INCStock-Consumer Disc0.41%-0.03%+1.68%
49VSSVanguard Ftse All Wo X-us ScETF-Other0.34%—+2.25%
50VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.27%—+3.27%
1–50 of 54

Holding changes this quarter

Evergreen Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Accenture plc (ACN); New buy: Netflix INC (NFLX); New buy: Stride INC (LRN); Sold out: Nvidia CORP (NVDA); Sold out: Paypal Holdings INC (PYPL).

Position changes disclosed by Evergreen Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BRK-BBerkshire Hathaway Inc-cl B+1.5%+45.79%Add
2RSPInvesco S&p 500 Equal Weight+0.6%+33.87%Add
3CVXChevron CORP+0.4%+1.40%Add
4VYMVanguard High Dvd Yield ETF+0.3%+0.47%Add
5KSPIJsc Kaspi.kz Adr+0.3%+20.48%Add
6PBIPitney Bowes INC+0.3%-0.03%Trim
7CPRTCopart INC+0.2%+67.17%Add
8VIGVanguard Dividend Apprec ETF+0.2%+2.52%Add
9BLVVanguard Long-term Bond ETF+0.2%+1.75%Add
10VUSBVanguard Ultra Short Bond Et+0.1%+9.88%Add
11BKNGBooking Holdings INC+0.1%+49.12%Add
12BIVVanguard Intermediate-term B+0.1%+1.71%Add
13TTDTrade Desk Inc/the -class A+0.1%+114.39%Add
14SCHDSchwab US Dvd Equity ETF+0.1%-3.17%Trim
15VTVVanguard Value ETF+0.1%+0.05%Add
16CSCOCisco Systems INC+0.1%+1.20%Add
17VOEVanguard Mid-cap Value ETF+0.1%+0.05%Add
18VBRVanguard Small-cap Value ETF0%+0.03%Add
19VEUVanguard Ftse All-world Ex-u0%-3.18%Trim
20CBChubb Limited0%+7.31%Add
21PTYPimco Corporate & Income Opp0%+3.81%Add
22NVRNvr INC0%+1.68%Add
23VOTVanguard Mid-cap Growth ETF0%-0.02%Trim
24JPMJpmorgan Chase & Co-0.1%+1.36%Add
25AMGNAmgen INC-0.1%-17.10%Trim
26VUGVanguard Growth ETF-0.1%-0.02%Trim
27METAMeta Platforms Inc-class A-0.2%+7.09%Add
28UNHUnitedhealth Group INC-0.2%+1.15%Add
29FCNCAFirst Citizens Bcshs -cl A-0.2%+1.51%Add
30VVisa Inc-class A Shares-0.2%+1.15%Add
31MSFTMicrosoft CORP-0.2%+12.60%Add
32MKLMarkel Group INC-0.2%+3.10%Add
33LMTLockheed Martin CORP-0.3%-35.08%Trim
34ELVElevance Health INC-0.3%+6.03%Add
35AMZNAmazon.com INC-0.5%-3.03%Trim
36REGNRegeneron Pharmaceuticals-0.5%-15.06%Trim
37GOOGAlphabet Inc-cl C-0.5%-36.67%Trim
38DISWalt Disney Co/the-0.6%-6.51%Trim
39TSMTaiwan Semiconductor-sp Adr-0.6%-26.22%Trim
40VTIVanguard Total Stock Mkt ETF-0.6%-9.90%Trim
41GOOGLAlphabet Inc-cl A-1%-17.03%Trim
42JNJJohnson & Johnson-1.1%-61.06%Trim
43ACNAccenture plc—NEWNew buy
44NFLXNetflix INC—NEWNew buy
45LRNStride INC—NEWNew buy
46NVDANvidia CORP—EXITSold out
47PYPLPaypal Holdings INC—EXITSold out
48ULTAUlta Beauty INC—EXITSold out
49FNDFloor & Decor Holdings Inc-a—NEWNew buy
50ASMLASML Holding N.V.—EXITSold out

FAQ

What is Evergreen Wealth Management, LLC and what type of investor is it?
Evergreen Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $193.7M, spread across 56 disclosed positions.
What are Evergreen Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Evergreen Wealth Management, LLC's top holdings by market value are: 1. Vanguard Dividend Apprec ETF (VIG) — $14.6M (7.5%) 2. Vanguard Long-term Bond ETF (BLV) — $10.6M (5.5%) 3. Vanguard High Dvd Yield ETF (VYM) — $10.5M (5.4%) 4. Berkshire Hathaway Inc-cl B (BRK-B) — $9.4M (4.9%) 5. Vanguard Total Stock Mkt ETF (VTI) — $9.1M (4.7%)
What changes did Evergreen Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Evergreen Wealth Management, LLC made 50 notable position adjustments: 4 new positions were initiated, 27 existing holdings were added to, 15 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Accenture plc (ACN); New buy: Netflix INC (NFLX); New buy: Stride INC (LRN); Sold out: Nvidia CORP (NVDA); Sold out: Paypal Holdings INC (PYPL)
What sectors does Evergreen Wealth Management, LLC focus on?
Evergreen Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 26.1% • Communication Services: 21.9% • Health Care: 17.0% • Information Technology: 15.8% • Consumer Discretionary: 10.8% • Industrials: 3.8%