Evergreen Advisors, LLC holds a concentrated book of 31 stocks worth $468.6M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Schwab US Broad Market ETF at 39% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Evergreen Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 31 | $453.7B |
| OSAIC HOLDINGS, INC. | 80 / 31 | $14.9B |
| NewEdge Advisors, LLC | 80 / 31 | $7.8B |
| Farther Finance Advisors, LLC | 80 / 31 | $2.0B |
| IFP Advisors, Inc | 80 / 31 | $1.0B |
| FMR LLC | 79 / 31 | $619.4B |
| JPMORGAN CHASE & CO | 79 / 31 | $430.9B |
| BANK OF AMERICA CORP /DE/ | 79 / 31 | $361.9B |
Ranked by how many of Evergreen Advisors, LLC's top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $182.5M | 6.30M | 38.9% | ▲+0.3% Added · +20K sh | |
| 2 | Schwab Strategic TR INTL EQTY ETF | $68.7M | 2.48M | 14.7% | ▲+0.3% Added · +7K sh | |
| 3 | Vanguard Scottsdale FDS INT-TERM CORP | $52.7M | 637.8K | 11.2% | ▲+3.7% Added · +23K sh | |
| 4 | Schwab Strategic TR US DIVIDEND EQ | $49.7M | 1.57M | 10.6% | ▲+1.1% Added · +17K sh | |
| 5 | Vanguard Scottsdale FDS INTER TERM TREAS | $35.5M | 601.3K | 7.6% | ▲+3.6% Added · +21K sh | |
| 6 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $33.4M | 714.4K | 7.1% | ▲+3.1% Added · +22K sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $27.6M | 185.8K | 5.9% | ▲+1.8% Added · +3K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $3.4M | 4.5K | 0.7% | ▼−1.3% Reduced · −61 sh | |
| 9 | Schwab Strategic TR US LCAP VA ETF | $2.3M | 65.8K | 0.5% | ▲+187% Added · +43K sh | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $1.6M | 6.9K | 0.3% | ▼−0.2% Reduced · −12 sh | |
| 11 | Apple Inc COM | $1.2M | 4.2K | 0.3% | ▲~0% Added · +1 sh | |
| 12 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.0M | 20.1K | 0.2% | —Held | |
| 13 | Ishares TR RUS 1000 VAL ETF | $1.0M | 4.1K | 0.2% | —Held | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $988K | 2.7K | 0.2% | ▲+0.3% Added · +7 sh | |
| 15 | Vanguard Intl Equity Index F ALLWRLD EX US | $827K | 9.9K | 0.2% | ▲+0.5% Added · +46 sh | |
| 16 | Ishares TR CORE US AGGBD ET | $802K | 8.1K | 0.2% | —Held | |
| 17 | Broadcom Inc COM | $759K | 2.0K | 0.2% | ▲+14% Added · +250 sh | |
| 18 | Nvidia Corporation COM | $674K | 3.4K | 0.1% | ▲+71% Added · +1K sh | |
| 19 | Smartfinancial Inc COM NEW | $557K | 11.9K | 0.1% | ▲+0.2% Added · +26 sh | |
| 20 | Tesla Inc COM | $484K | 1.1K | 0.1% | ▲+652% Added · +997 sh | |
| 21 | Alphabet Inc CAP STK CL A | $367K | 1.0K | 0.1% | —Held | |
| 22 | Intel Corp COM | $323K | 2.3K | 0.1% | —Held | |
| 23 | Lowes Cos Inc COM | $311K | 1.4K | 0.1% | —Held | |
| 24 | Vanguard Index FDS SMALL CP ETF | $273K | 901 | 0.1% | ▲+0.3% Added · +3 sh | |
| 25 | Ishares TR U.S. TECH ETF | $262K | 1.0K | 0.1% | —Held | |
| 26 | Vanguard Index FDS GROWTH ETF | $259K | 3.0K | 0.1% | ▲+503% Added · +3K sh | |
| 27 | Taiwan Semiconductor Manufac SPONSORED ADS | $247K | 518 | 0.1% | ▲+93% Added · +250 sh | |
| 28 | Caterpillar Inc COM | $224K | 210 | 0.0% | —Held | |
| 29 | Home Depot Inc COM | $219K | 621 | 0.0% | ▲+0.2% Added · +1 sh | |
| 30 | Microsoft Corp COM | $213K | 571 | 0.0% | —Held | |
| 31 | Vanguard Index FDS VALUE ETF | $202K | 929 | 0.0% | ▲+353% Added · +724 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1762294/holdings"
Use Arkolith to show Evergreen Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.