Institutions / Evergreen Wealth Management, LLC
Evergreen Wealth Management, LLC
CIK 1965292 · Institution · as of Dec 31, 2025
Portfolio value
$198.59M
Positions
54
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Specialized Funds | $14.51M | 7.3% |
| Vanguard Index Fds | $10.56M | 5.3% |
| Vanguard Bd Index Fds | $10.54M | 5.3% |
| Vanguard Whitehall Fds | $10.17M | 5.1% |
| Alphabet Inc. | $9.15M | 4.6% |
| Amazon.com Inc | $8.89M | 4.5% |
| Markel Group Inc | $7.77M | 3.9% |
| Regeneron Pharmaceuticals, Inc. | $7.58M | 3.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $7.43M | 3.7% |
| Pitney Bowes Inc /De | $7.38M | 3.7% |
| Warren E. Buffett | $6.78M | 3.4% |
| Vanguard Bd Index Fds | $6.30M | 3.2% |
| Elevance Health Inc | $6.19M | 3.1% |
| Meta Platforms Inc | $6.17M | 3.1% |
| Walt Disney Co | $6.10M | 3.1% |
| PIMCO Corporate & Income Opportunity FundPTY | $4.54M | 2.3% |
| Johnson & Johnson | $4.12M | 2.1% |
| Visa Inc | $3.78M | 1.9% |
| First Citizens Bancshares Inc /De | $3.71M | 1.9% |
| Invesco Exchange Traded Fd T | $3.38M | 1.7% |
| Microsoft Corp | $3.37M | 1.7% |
| Joint Stock Co Kaspi.kzKSPI | $3.31M | 1.7% |
| Lockheed Martin Corp | $3.14M | 1.6% |
| Vanguard Intl Equity Index F | $2.80M | 1.4% |
| Cisco Systems, Inc. | $2.68M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.