Holders — by stockHoldings — by fund
Evergreen Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965292
$213.3M
disclosed book value
55
positions
7.7%
largest position share
Positions, as of 2026-06-30
top 55 of 55 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VIGVANGUARD SPECIALIZED FUNDS | 69,053 | $16.3M | 7.7% |
| 2 | VYMVANGUARD WHITEHALL FDS | 72,610 | $11.5M | 5.4% |
| 3 | BLVVANGUARD BD INDEX FDS | 161,241 | $11.1M | 5.2% |
| 4 | PBIPITNEY BOWES INC | 605,375 | $10.6M | 5% |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 20,554 | $10.3M | 4.8% |
| 6 | VTIVANGUARD INDEX FDS | 24,621 | $9.1M | 4.3% |
| 7 | AMZNAMAZON COM INC | 37,404 | $8.9M | 4.2% |
| 8 | MKLMARKEL GROUP INC | 4,533 | $8.9M | 4.2% |
| 9 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 16,404 | $7.8M | 3.7% |
| 10 | GOOGLALPHABET INC | 21,813 | $7.8M | 3.7% |
| 11 | ELVELEVANCE HEALTH INC FORMERLY | 17,473 | $6.8M | 3.2% |
| 12 | BIVVANGUARD BD INDEX FDS | 85,937 | $6.6M | 3.1% |
| 13 | METAMETA PLATFORMS INC | 10,204 | $5.7M | 2.7% |
| 14 | REGNREGENERON PHARMACEUTICALS | 8,485 | $5.3M | 2.5% |
| 15 | PTYPIMCO CORPORATE & INCOME OPP | 388,873 | $4.7M | 2.2% |
| 16 | ACNACCENTURE PLC IRELAND | 35,458 | $4.4M | 2.1% |
| 17 | VOVANGUARD INDEX FDS | 52,579 | $4.2M | 2% |
| 18 | VBVANGUARD INDEX FDS | 13,673 | $4.1M | 1.9% |
| 19 | VVISA INC | 11,396 | $3.9M | 1.8% |
| 20 | FCNCAFIRST CTZNS BANCSHARES INC D | 1,786 | $3.7M | 1.7% |
| 21 | MSFTMICROSOFT CORP | 9,626 | $3.6M | 1.7% |
| 22 | DISDISNEY WALT CO | 35,120 | $3.4M | 1.6% |
| 23 | JPMJPMORGAN CHASE & CO | 9,704 | $3.2M | 1.5% |
| 24 | VEUVANGUARD INTL EQUITY INDEX F | 37,853 | $3.2M | 1.5% |
| 25 | KSPIKASPI KZ JSC | 35,120 | $3.0M | 1.4% |
| 26 | VUGVANGUARD INDEX FDS | 31,866 | $2.7M | 1.3% |
| 27 | VTVVANGUARD INDEX FDS | 11,568 | $2.5M | 1.2% |
| 28 | UNHUNITEDHEALTH GROUP INC | 6,021 | $2.5M | 1.2% |
| 29 | ADBEADOBE INC | 11,345 | $2.3M | 1.1% |
| 30 | CVXCHEVRON CORPORATION | 13,836 | $2.3M | 1.1% |
| 31 | VUSBVANGUARD BD INDEX FDS | 44,659 | $2.2M | 1% |
| 32 | BSVVANGUARD BD INDEX FDS | 28,421 | $2.2M | 1% |
| 33 | LMTLOCKHEED MARTIN CORP | 4,264 | $2.2M | 1% |
| 34 | LRNSTRIDE INC | 24,100 | $2.1M | 1% |
| 35 | NFLXNETFLIX INC. | 28,707 | $2.0M | 1% |
| 36 | BKNGBOOKING HOLDINGS INC | 11,374 | $2.0M | 1% |
| 37 | JNJJOHNSON & JOHNSON | 7,848 | $2.0M | 0.9% |
| 38 | AMGNAMGEN INC | 4,964 | $1.8M | 0.8% |
| 39 | VBRVANGUARD INDEX FDS | 6,812 | $1.7M | 0.8% |
| 40 | GOOGALPHABET INC | 4,640 | $1.6M | 0.8% |
| 41 | VOEVANGUARD INDEX FDS | 7,627 | $1.5M | 0.7% |
| 42 | CPRTCOPART INC | 51,220 | $1.4M | 0.7% |
| 43 | SCHDSCHWAB STRATEGIC TR | 44,858 | $1.4M | 0.7% |
| 44 | VOTVANGUARD INDEX FDS | 4,537 | $1.4M | 0.7% |
| 45 | NVRNVR INC | 197 | $1.3M | 0.6% |
| 46 | VBKVANGUARD INDEX FDS | 3,597 | $1.3M | 0.6% |
| 47 | RSPINVESCO EXCHANGE TRADED FD T | 4,841 | $1.0M | 0.5% |
| 48 | JXNJACKSON FINANCIAL INC | 7,198 | $737,003 | 0.3% |
| 49 | VSSVANGUARD INTL EQUITY INDEX F | 4,477 | $690,820 | 0.3% |
| 50 | VWOVANGUARD INTL EQUITY INDEX F | 9,296 | $554,869 | 0.3% |
| 51 | VXUSVANGUARD STAR FDS | 4,403 | $376,395 | 0.2% |
| 52 | NVONOVO-NORDISK A S | 5,997 | $287,513 | 0.1% |
| 53 | AAPLAPPLE INC | 952 | $275,486 | 0.1% |
| 54 | CBCHUBB LIMITED | 784 | $267,159 | 0.1% |
| 55 | ASMLASML HLDG NV | 115 | $229,372 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.