EA

Evergreen Advisors, LLC

Momentum followerConcentrated strategyLong-term holder

Total reported value

$425.8M

Reporting period: 2026-03-31 · Number of holdings: 168

Evergreen Advisors, LLC disclosed 168 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $425.8M and a quarterly turnover rate of 6.4%.

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Personality snowflake

Concentration
79.93
Portfolio Stability
6.41
Momentum/Contrarian
100
Sector conviction
66.37
Diversification
100
Sizing Uniformity
42.76

Recent moves

  • Trim SCHB

    +1.8%　-$4.1M

  • Add SCHD

    +2.2%　$6.0M

  • Trim SPY

    -10.2%　-$500.5K

  • Trim SCYB

    -91.6%　-$582.1K

  • Add IJR

    +2.8%　$1.4M

  • Trim VGIT

    +3.8%　$1.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHBSchwab US Broad Market ETFETF-Other37.02%-2.43%+1.83%
2SCHFSchwab Intl Equity ETFETF-Other14.36%-0.01%+0.84%
3VCITVanguard Int-term CorporateETF-Corp Bonds11.95%+0.03%+5.34%
4SCHDSchwab US Dvd Equity ETFETF-Other11.18%+1.03%+2.20%
5VGITVanguard Intermediate-term TETF-Other8.12%-0.06%+3.76%
6VMBSVanguard Mortgage-backed SecETF-Other7.64%—+4.06%
7IJRIshares Core S&p Small-cap EETF-Small Cap5.33%+0.13%+2.85%
8SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.70%-0.15%-10.18%
9VIGVanguard Dividend Apprec ETFETF-Other0.35%+0.04%+18.80%
10AAPLApple INCStock-Tech0.25%-0.03%-0.73%
11VTEBVanguard Tax-exempt Bond ETFETF-Other0.23%+0.23%NEW
12IWDIshares Russell 1000 Value EETF-Other0.21%——
13VTIVanguard Total Stock Mkt ETFETF-Other0.20%—-1.33%
14AGGIshares Core U.s. AggregateETF-Other0.19%——
15VEUVanguard Ftse All-world Ex-uETF-Other0.17%—+0.15%
16SCHVSchwab US Large-cap ValueETF-Other0.16%+0.16%NEW
17AVGOBroadcom INCStock-Tech0.13%-0.02%—
18SMBKSmartfinancial INCStock-Other0.11%—+0.20%
19NVDANvidia CORPStock-Tech0.08%—+21.33%
20LOWLowe's Cos INCStock-Consumer Disc0.08%+0.02%+44.32%
21GOOGLAlphabet Inc-cl AStock-Comm Services0.07%—+31.29%
22VBVanguard Small-cap ETFETF-Other0.06%—+0.34%
23VUGVanguard Growth ETFETF-Other0.05%——
24MSFTMicrosoft CORPStock-Tech0.05%—+9.39%
25HDHome Depot INCStock-Consumer Disc0.05%+0.05%NEW
26BRK-BBerkshire Hathaway Inc-cl BStock-Other0.04%+0.04%NEW
27IYWIshares Ustechnology ETFETF-Tech0.04%——
28AMZNAmazon.com INCStock-Consumer Disc0.04%+0.04%NEW
29WMTWalmart INCStock-Consumer Staples0.04%+0.04%NEW
30CVXChevron CORPStock-Energy0.03%+0.04%NEW
31CATCaterpillar INCStock-Industrials0.03%+0.04%NEW
32PNFPPinnacle Financial PartnersStock-Financials0.03%+0.03%NEW
33PNCPnc Financial Services GroupStock-Financials0.03%+0.03%NEW
34GEGeneral ElectricStock-Industrials0.03%+0.03%NEW
35JPMJpmorgan Chase & CoStock-Financials0.03%+0.03%NEW
36LLYEli Lilly & CoStock-Healthcare0.03%+0.03%NEW
37PLTRPalantir Technologies Inc-aStock-Tech0.03%+0.03%NEW
38IWFIshares Russell 1000 GrowthETF-Other0.03%+0.03%NEW
39ORCLOracle CORPStock-Tech0.03%+0.03%NEW
40VYMVanguard High Dvd Yield ETFETF-Other0.02%+0.02%NEW
41INTCIntel CORPStock-Tech0.02%+0.02%NEW
42GEVGE Vernova INCStock-Industrials0.02%+0.02%NEW
43MHKMohawk Industries INCStock-Consumer Disc0.02%+0.02%NEW
44UCBUnited Community Banks/gaStock-Financials0.02%+0.02%NEW
45TSMTaiwan Semiconductor-sp AdrStock-Tech0.02%+0.02%NEW
46JNJJohnson & JohnsonStock-Healthcare0.02%+0.02%NEW
47GOOGAlphabet Inc-cl CStock-Comm Services0.02%+0.02%NEW
48IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.02%+0.02%NEW
49CCitigroup INCStock-Financials0.02%+0.02%NEW
50BILLBill Holdings INCStock-Tech0.02%+0.02%NEW
1–50 of 168

Holding changes this quarter

Evergreen Advisors, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Tax-exempt Bond ETF (VTEB); New buy: Schwab US Large-cap Value (SCHV); New buy: Home Depot INC (HD); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Amazon.com INC (AMZN).

Position changes disclosed by Evergreen Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHDSchwab US Dvd Equity ETF+1%+2.20%Add
2IJRIshares Core S&p Small-cap E+0.1%+2.85%Add
3VIGVanguard Dividend Apprec ETF0%+18.80%Add
4VCITVanguard Int-term Corporate0%+5.34%Add
5LOWLowe's Cos INC0%+44.32%Add
6VMBSVanguard Mortgage-backed Sec—+4.06%Add
7SCHFSchwab Intl Equity ETF0%+0.84%Add
8AVGOBroadcom INC0%—Unchanged
9AAPLApple INC0%-0.73%Trim
10VGITVanguard Intermediate-term T-0.1%+3.76%Add
11SCYBSchwab High Yield Bond ETF-0.1%-91.63%Trim
12SPYSs Spdr S&p 500 ETF Trust-us-0.2%-10.18%Trim
13SCHBSchwab US Broad Market ETF-2.4%+1.83%Add
14VTEBVanguard Tax-exempt Bond ETF—NEWNew buy
15SCHVSchwab US Large-cap Value—NEWNew buy
16HDHome Depot INC—NEWNew buy
17BRK-BBerkshire Hathaway Inc-cl B—NEWNew buy
18AMZNAmazon.com INC—NEWNew buy
19WMTWalmart INC—NEWNew buy
20CVXChevron CORP—NEWNew buy
21CATCaterpillar INC—NEWNew buy
22PNFPPinnacle Financial Partners—NEWNew buy
23PNCPnc Financial Services Group—NEWNew buy
24GEGeneral Electric—NEWNew buy
25JPMJpmorgan Chase & Co—NEWNew buy
26LLYEli Lilly & Co—NEWNew buy
27PLTRPalantir Technologies Inc-a—NEWNew buy
28IWFIshares Russell 1000 Growth—NEWNew buy
29ORCLOracle CORP—NEWNew buy
30VYMVanguard High Dvd Yield ETF—NEWNew buy
31INTCIntel CORP—NEWNew buy
32GEVGE Vernova INC—NEWNew buy
33MHKMohawk Industries INC—NEWNew buy
34UCBUnited Community Banks/ga—NEWNew buy
35TSMTaiwan Semiconductor-sp Adr—NEWNew buy
36JNJJohnson & Johnson—NEWNew buy
37GOOGAlphabet Inc-cl C—NEWNew buy
38IVVIshares Core S&p 500 ETF—NEWNew buy
39CCitigroup INC—NEWNew buy
40BILLBill Holdings INC—NEWNew buy
41UNMUnum Group—NEWNew buy
42DVYIshares Select Dividend ETF—NEWNew buy
43AMDAdvanced Micro Devices—NEWNew buy
44TSLATesla INC—NEWNew buy
45SCHWSchwab (charles) CORP—NEWNew buy
46FDXFedex CORP—NEWNew buy
47COSTCostco Wholesale CORP—NEWNew buy
48VODVodafone Group Plc-sp Adr—NEWNew buy
49NSCNorfolk Southern CORP—NEWNew buy
50SDYSs Spdr S&p Dividend ETF—NEWNew buy

FAQ

What is Evergreen Advisors, LLC and what type of investor is it?
Evergreen Advisors, 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 $425.8M, spread across 168 disclosed positions.
What are Evergreen Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Evergreen Advisors, LLC's top holdings by market value are: 1. Schwab US Broad Market ETF (SCHB) — $157.6M (37.0%) 2. Schwab Intl Equity ETF (SCHF) — $61.2M (14.4%) 3. Vanguard Int-term Corporate (VCIT) — $50.9M (11.9%) 4. Schwab US Dvd Equity ETF (SCHD) — $47.6M (11.2%) 5. Vanguard Intermediate-term T (VGIT) — $34.6M (8.1%)
What changes did Evergreen Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Evergreen Advisors, LLC made 49 notable position adjustments: 37 new positions were initiated, 9 existing holdings were added to, 3 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Vanguard Tax-exempt Bond ETF (VTEB); New buy: Schwab US Large-cap Value (SCHV); New buy: Home Depot INC (HD); New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Amazon.com INC (AMZN)
What sectors does Evergreen Advisors, LLC focus on?
Evergreen Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 39.6% • Financials: 16.2% • Consumer Discretionary: 14.0% • Industrials: 8.2% • Communication Services: 7.2% • Health Care: 5.4%

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