Evergreen Wealth Management, LLC Top Holdings and 13F Report (2026) About Evergreen Wealth Management, LLCInvestment ActivityEvergreen Wealth Management, LLC has $213.28 million in total holdings as of June 30, 2026.Evergreen Wealth Management, LLC owns shares of 55 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 11.14% of the portfolio was purchased this quarter.About 8.00% of the portfolio was sold this quarter.This quarter, Evergreen Wealth Management, LLC has purchased 54 new stocks and bought additional shares in 36 stocks.Evergreen Wealth Management, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $16,339,220Vanguard High Dividend Yield ETF $11,474,509Vanguard Long-Term Bond ETF $11,114,339Pitney Bowes $10,606,165Berkshire Hathaway $10,284,877 Largest New Holdings this Quarter 922908629 - Vanguard Mid-Cap ETF $4,236,273 Holding922908751 - Vanguard Small-Cap ETF $4,144,702 Holding00724F101 - Adobe $2,325,853 HoldingN07059210 - ASML $229,372 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 52,579 shares (about $4.24M)Vanguard Small-Cap ETF 13,673 shares (about $4.14M)Adobe 11,345 shares (about $2.33M)Vanguard Growth ETF 26,658 shares (about $2.30M)Booking 11,037 shares (about $1.97M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 18,808 shares (about $4.00M)Pitney Bowes 92,790 shares (about $1.63M)Walt Disney 15,026 shares (about $1.45M)Vanguard Total Stock Market ETF 3,754 shares (about $1.39M)KASPI KZ JSC 15,953 shares (about $1.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvergreen Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$16,339,220$325,114 â–²2.0%69,0537.7%ETFVYMVanguard High Dividend Yield ETF$11,474,509$225,982 â–²2.0%72,6105.4%ETFBLVVanguard Long-Term Bond ETF$11,114,339$478,236 â–²4.5%161,2415.2%ETFPBIPitney Bowes$10,606,165$1,625,680 â–¼-13.3%605,3755.0%IndustrialsBRK.BBerkshire Hathaway$10,284,877$444,841 â–²4.5%20,5544.8%FinanceVTIVanguard Total Stock Market ETF$9,110,805$1,389,138 â–¼-13.2%24,6214.3%ETFAMZNAmazon.com$8,914,874$10,249 â–²0.1%37,4044.2%Consumer DiscretionaryMKLMarkel Group$8,852,857$1,572,149 â–²21.6%4,5334.2%FinanceTSMTaiwan Semiconductor Manufacturing$7,833,907$786,065 â–¼-9.1%16,4043.7%TechnologyGOOGLAlphabet$7,795,174$868,751 â–¼-10.0%21,8133.7%Communication ServicesELVElevance Health$6,757,230$485,725 â–¼-6.7%17,4733.2%HealthcareBIVVanguard Intermediate-Term Bond ETF$6,591,406$280,954 â–²4.5%85,9373.1%ETFMETAMeta Platforms$5,747,583$105,894 â–²1.9%10,2042.7%Communication ServicesREGNRegeneron Pharmaceuticals$5,290,766$87,920 â–²1.7%8,4852.5%HealthcarePTYPimco Corporate & Income Opportunity Fund$4,678,137$279,481 â–²6.4%388,8732.2%FinanceACNAccenture$4,412,402$1,811,228 â–²69.6%35,4582.1%TechnologyVOVanguard Mid-Cap ETF$4,236,273$4,236,273 â–²New Holding52,5792.0%ETFVBVanguard Small-Cap ETF$4,144,702$4,144,702 â–²New Holding13,6731.9%ETFVVisa$3,909,792$172,572 â–²4.6%11,3961.8%FinanceFCNCAFirst Citizens BancShares$3,717,089$70,762 â–²1.9%1,7861.7%FinanceMSFTMicrosoft$3,590,523$662,826 â–²22.6%9,6261.7%TechnologyDISWalt Disney$3,380,299$1,446,252 â–¼-30.0%35,1201.6%Communication ServicesJPMJPMorgan Chase & Co.$3,176,379$476,915 â–²17.7%9,7041.5%FinanceVEUVanguard FTSE All-World ex-US ETF$3,170,218$81,322 â–²2.6%37,8531.5%ETFKASPI KZ JSC$3,042,838$1,382,187 â–¼-31.2%35,1201.4%SPONSORED ADSVUGVanguard Growth ETF$2,744,911$2,296,298 â–²511.9%31,8661.3%ETFVTVVanguard Value ETF$2,521,083$55,792 â–²2.3%11,5681.2%ETFUNHUnitedHealth Group$2,502,479$58,188 â–²2.4%6,0211.2%HealthcareADBEAdobe$2,325,853$2,325,853 â–²New Holding11,3451.1%TechnologyCVXChevron$2,293,465$68,293 â–²3.1%13,8361.1%EnergyVUSBVanguard Ultra-Short Bond ETF$2,223,123$321,180 â–¼-12.6%44,6591.0%ETFBSVVanguard Short-Term Bond ETF$2,214,266$93,959 â–²4.4%28,4211.0%ETFLMTLockheed Martin$2,172,516$27,513 â–²1.3%4,2641.0%IndustrialsLRNStride$2,078,365$40,619 â–²2.0%24,1001.0%Consumer DiscretionaryNFLXNetflix$2,049,657$123,735 â–²6.4%28,7071.0%Communication ServicesBKNGBooking$2,027,221$1,967,157 â–²3,275.1%11,3741.0%Consumer DiscretionaryJNJJohnson & Johnson$1,993,240$23,620 â–²1.2%7,8480.9%HealthcareAMGNAmgen$1,797,590$34,764 â–²2.0%4,9640.8%HealthcareVBRVanguard Small-Cap Value ETF$1,655,144$4,859 â–¼-0.3%6,8120.8%ETFGOOGAlphabet$1,639,483$75,261 â–¼-4.4%4,6400.8%Communication ServicesVOEVanguard Mid-Cap Value ETF$1,507,017$35,171 â–²2.4%7,6270.7%ETFCPRTCopart$1,443,884$311,582 â–²27.5%51,2200.7%IndustrialsSCHDSchwab US Dividend Equity ETF$1,422,461$3,171 â–²0.2%44,8580.7%ETFVOTVanguard Mid-Cap Growth ETF$1,389,830$25,119 â–²1.8%4,5370.7%ETFNVRNVR$1,340,854$517,284 â–²62.8%1970.6%Consumer DiscretionaryVBKVanguard Small-Cap Growth ETF$1,315,432$13,897 â–²1.1%3,5970.6%ETFRSPInvesco S&P 500 Equal Weight ETF$1,030,077$4,002,001 â–¼-79.5%4,8410.5%ETFJXNJackson Financial$737,003$112,629 â–¼-13.3%7,1980.3%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$690,820$9,721 â–¼-1.4%4,4770.3%ETFVWOVanguard FTSE Emerging Markets ETF$554,869$14,087 â–¼-2.5%9,2960.3%ETFVXUSVanguard Total International Stock ETF$376,395$5,728 â–¼-1.5%4,4030.2%ETFNVONovo Nordisk A/S$287,513$14,335 â–²5.2%5,9970.1%HealthcareAAPLApple$275,486$14,469 â–²5.5%9520.1%TechnologyCBChubb$267,159$11,927 â–²4.7%7840.1%FinanceASMLASML$229,372$229,372 â–²New Holding1150.1%TechnologyCSCOCisco Systems$0$2,737,009 â–¼-100.0%00.0%TechnologyFNDFloor & Decor$0$989,110 â–¼-100.0%00.0%Consumer DiscretionaryTTDTrade Desk$0$816,270 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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