Evergreen Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$193.7M
Q ending 2026-03-31
Prior quarter
$198.6M
Q ending 2025-12-31
Change
-2.4% QoQ · +15.7% YoY
Positions
54
reported holdings
Largest positions
All 54 reported positions, 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 |
|---|---|---|---|---|
| Vanguard Specialized Funds | VIG | Shares | $14.6M | 68K |
| Vanguard Bd Index Fds | BLV | Shares | $10.6M | 154K |
| Vanguard Whitehall Fds | VYM | Shares | $10.5M | 71K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.4M | 20K |
| Vanguard Index Fds | VTI | Shares | $9.1M | 28K |
| Amazon Com Inc | AMZN | Shares | $7.8M | 37K |
| Pitney Bowes Inc | PBI | Shares | $7.7M | 698K |
| Markel Group Inc | MKL | Shares | $7.1M | 4K |
| Alphabet Inc | GOOGL | Shares | $7.0M | 24K |
| Regeneron Pharmaceuticals | REGN | Shares | $6.4M | 8K |
| Vanguard Bd Index Fds | BIV | Shares | $6.3M | 82K |
| Taiwan Semiconductor Manufac | TSM | Shares | $6.1M | 18K |
| Meta Platforms Inc | META | Shares | $5.7M | 10K |
| Elevance Health Inc Formerly | ELV | Shares | $5.5M | 19K |
| Disney Walt Co | DIS | Shares | $4.8M | 50K |
| Invesco Exchange Traded Fd T | RSP | Shares | $4.5M | 24K |
| Pimco Corporate & Income Opp | PTY | Shares | $4.4M | 366K |
| Accenture Plc Ireland | Shares | $4.1M | 21K | |
| Kaspi Kz Jsc | KSPI | Shares | $3.8M | 51K |
| First Ctzns Bancshares Inc D | FCNCA | Shares | $3.3M | 2K |
| Visa Inc | V | Shares | $3.3M | 11K |
| Microsoft Corp | MSFT | Shares | $2.9M | 8K |
| Chevron Corporation | CVX | Shares | $2.8M | 13K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.8M | 37K |
| Cisco Sys Inc | CSCO | Shares | $2.7M | 35K |
| Netflix Inc. | NFLX | Shares | $2.6M | 27K |
| Vanguard Bd Index Fds | VUSB | Shares | $2.5M | 51K |
| Lockheed Martin Corp | LMT | Shares | $2.5M | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $2.4M | 8K |
| Vanguard Index Fds | VUG | Shares | $2.3M | 5K |
| Vanguard Index Fds | VTV | Shares | $2.2M | 11K |
| Vanguard Bd Index Fds | BSV | Shares | $2.1M | 27K |
| Stride Inc | LRN | Shares | $2.1M | 24K |
| Johnson & Johnson | JNJ | Shares | $1.9M | 8K |
| Amgen Inc | AMGN | Shares | $1.7M | 5K |
| Unitedhealth Group Inc | UNH | Shares | $1.6M | 6K |
| Vanguard Index Fds | VBR | Shares | $1.5M | 7K |
| Booking Holdings Inc | BKNG | Shares | $1.4M | 337 |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Schwab Strategic Tr | SCHD | Shares | $1.4M | 45K |
| Vanguard Index Fds | VOE | Shares | $1.4M | 7K |
| Copart Inc | CPRT | Shares | $1.3M | 40K |
| Vanguard Index Fds | VOT | Shares | $1.1M | 4K |
| Vanguard Index Fds | VBK | Shares | $1.1M | 4K |
| Floor & Decor Hldgs Inc | FND | Shares | $989K | 19K |
| Jackson Financial Inc | JXN | Shares | $877K | 8K |
| The Trade Desk Inc | TTD | Shares | $816K | 36K |
| Nvr Inc | NVR | Shares | $795K | 121 |
| Vanguard Intl Equity Index F | VSS | Shares | $662K | 5K |
| Vanguard Intl Equity Index F | VWO | Shares | $515K | 10K |
| Vanguard Star Fds | VXUS | Shares | $345K | 4K |
| Chubb Ltd Switz | Shares | $244K | 749 | |
| Apple Inc | AAPL | Shares | $229K | 902 |
| Novo-Nordisk A S | NVO | Shares | $209K | 6K |
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.