Evergreen Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$425.8M
Q ending 2026-03-31
Prior quarter
$410.0M
Q ending 2025-12-31
Change
+3.8% QoQ · +18.2% YoY
Positions
168
reported holdings
Largest positions
Top 100 of 168 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHB | Shares | $157.6M | 6.3M |
| Schwab Strategic Tr | SCHF | Shares | $61.2M | 2.5M |
| Vanguard Scottsdale Fds | VCIT | Shares | $50.9M | 615K |
| Schwab Strategic Tr | SCHD | Shares | $47.6M | 1.6M |
| Vanguard Scottsdale Fds | VGIT | Shares | $34.6M | 581K |
| Vanguard Scottsdale Fds | VMBS | Shares | $32.5M | 693K |
| Ishares Tr | IJR | Shares | $22.7M | 183K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.0M | 5K |
| Vanguard Specialized Funds | VIG | Shares | $1.5M | 7K |
| Apple Inc | AAPL | Shares | $1.1M | 4K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.0M | 20K |
| Ishares Tr | IWD | Shares | $882K | 4K |
| Vanguard Index Fds | VTI | Shares | $854K | 3K |
| Ishares Tr | AGG | Shares | $804K | 8K |
| Vanguard Intl Equity Index F | VEU | Shares | $738K | 10K |
| Schwab Strategic Tr | SCHV | Shares | $698K | 23K |
| Broadcom Inc | AVGO | Shares | $544K | 2K |
| Smartfinancial Inc | SMBK | Shares | $463K | 12K |
| Nvidia Corporation | NVDA | Shares | $343K | 2K |
| Lowes Cos Inc | LOW | Shares | $333K | 1K |
| Alphabet Inc | GOOGL | Shares | $296K | 1K |
| Vanguard Index Fds | VB | Shares | $235K | 898 |
| Vanguard Index Fds | VUG | Shares | $218K | 499 |
| Microsoft Corp | MSFT | Shares | $211K | 571 |
| Home Depot Inc | HD | Shares | $204K | 620 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $190K | 396 |
| Ishares Tr | IYW | Shares | $188K | 1K |
| Amazon Com Inc | AMZN | Shares | $170K | 818 |
| Walmart Inc | WMT | Shares | $160K | 1K |
| Chevron Corporation | CVX | Shares | $149K | 720 |
| Caterpillar Inc | CAT | Shares | $149K | 210 |
| Pinnacle Finl Partners Inc | PNFP | Shares | $138K | 2K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $137K | 660 |
| Ge Aerospace | GE | Shares | $135K | 476 |
| Jpmorgan Chase & Co | JPM | Shares | $129K | 439 |
| Eli Lilly & Co | LLY | Shares | $118K | 128 |
| Palantir Technologies Inc | PLTR | Shares | $117K | 800 |
| Ishares Tr | IWF | Shares | $115K | 269 |
| Oracle Corp | ORCL | Shares | $110K | 751 |
| Vanguard Whitehall Fds | VYM | Shares | $102K | 692 |
| Intel Corp | INTC | Shares | $102K | 2K |
| Ge Vernova Inc | GEV | Shares | $100K | 115 |
| Mohawk Inds Inc | MHK | Shares | $98K | 1K |
| United Cmnty Bks Blairsvle G | UCB | Shares | $93K | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $91K | 268 |
| Johnson & Johnson | JNJ | Shares | $90K | 367 |
| Alphabet Inc | GOOG | Shares | $87K | 305 |
| Ishares Tr | IVV | Shares | $83K | 127 |
| Citigroup Inc | C | Shares | $81K | 712 |
| Bill Holdings Inc | BILL | Shares | $77K | 2K |
| Unum Group | UNM | Shares | $73K | 1K |
| Ishares Tr | DVY | Shares | $68K | 451 |
| Advanced Micro Devices Inc | AMD | Shares | $67K | 331 |
| Tesla Inc | TSLA | Shares | $57K | 153 |
| Schwab Charles Corp | SCHW | Shares | $56K | 599 |
| Fedex Corp | FDX | Shares | $55K | 155 |
| Costco Wholesale Corporation | COST | Shares | $55K | 55 |
| Vodafone Group Plc | VOD | Shares | $54K | 4K |
| Norfolk Southn Corp | NSC | Shares | $54K | 188 |
| Spdr Series Trust | SDY | Shares | $53K | 366 |
| Schwab Strategic Tr | SCYB | Shares | $52K | 2K |
| Applied Matls Inc | AMAT | Shares | $52K | 151 |
| World Gold Tr | GLDM | Shares | $49K | 534 |
| Goldman Sachs Group Inc | GS | Shares | $47K | 55 |
| Philip Morris Intl Inc | PM | Shares | $46K | 280 |
| Schwab Strategic Tr | SCHX | Shares | $45K | 2K |
| Visa Inc | V | Shares | $44K | 145 |
| Merck & Co Inc | MRK | Shares | $43K | 359 |
| Ishares Tr | SHV | Shares | $43K | 390 |
| Vanguard World Fd | VFH | Shares | $42K | 347 |
| Vanguard Index Fds | VTV | Shares | $40K | 205 |
| Booking Holdings Inc | BKNG | Shares | $38K | 9 |
| Amgen Inc | AMGN | Shares | $37K | 105 |
| Procter & Gamble Co | PG | Shares | $37K | 253 |
| Conocophillips | COP | Shares | $36K | 276 |
| Arrow Electrs Inc | ARW | Shares | $36K | 254 |
| Tjx Cos Inc New | TJX | Shares | $36K | 225 |
| Duke Energy Corp New | DUK | Shares | $36K | 272 |
| Intuitive Surgical Inc | ISRG | Shares | $35K | 75 |
| Unitedhealth Group Inc | UNH | Shares | $33K | 123 |
| American Express Co | AXP | Shares | $33K | 109 |
| Rtx Corporation | RTX | Shares | $31K | 162 |
| Aflac Inc | AFL | Shares | $29K | 266 |
| Schwab Strategic Tr | SCHM | Shares | $29K | 922 |
| Ing Groep N.V. | ING | Shares | $28K | 1K |
| Slb Limited | SLB | Shares | $26K | 515 |
| Fastenal Co | FAST | Shares | $26K | 570 |
| General Mtrs Co | GM | Shares | $26K | 355 |
| Pepsico Inc | PEP | Shares | $25K | 161 |
| Dollar Gen Corp | DG | Shares | $25K | 209 |
| Southern Co | SO | Shares | $25K | 255 |
| Ishares Tr | IVE | Shares | $24K | 115 |
| Disney Walt Co | DIS | Shares | $24K | 249 |
| Progressive Corp | PGR | Shares | $24K | 120 |
| Capital One Finl Corp | COF | Shares | $24K | 129 |
| Meta Platforms Inc | META | Shares | $22K | 39 |
| Schwab Strategic Tr | SCHG | Shares | $21K | 725 |
| Automatic Data Processing In | ADP | Shares | $20K | 100 |
| Verizon Communications Inc | VZ | Shares | $19K | 381 |
| Gallagher Arthur J & Co | AJG | Shares | $19K | 86 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.