Evergreen Wealth Management, LLC holds a diversified book of 55 reported positions worth $213.3M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Vanguard Mid-Cap ETF and trimmed Pitney Bowes Inc. Their largest long position is Vanguard Dividend Apprec ETF at 8% of the reported non-option book.
Evergreen Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
+1 sector below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Evergreen Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Luma Capital S.A. - SPF | 10 / 55 | $103.7M |
| BlueSpruce Investments, LP | 7 / 55 | $589.8M |
| Hoffman, Alan N Investment Management | 5 / 55 | $149.9M |
| Daniel Investment Group, Inc. | 17 / 55 | $148.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 7 / 55 | $394.4M |
| Greenbrier Partners Capital Management, LLC | 9 / 55 | $1.1B |
| Noked Israel Ltd | 5 / 55 | $768.5M |
| Ardent Capital Management, Inc. | 14 / 55 | $189.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Evergreen Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds DIV APP ETF | $16.3M | 69.1K | 7.7% | ▲+2.0% Added · +1K sh | |
| 2 | Vanguard Whitehall FDS HIGH DIV YLD | $11.5M | 72.6K | 5.4% | ▲+2.0% Added · +1K sh | |
| 3 | Vanguard BD Index FDS LONG TERM BOND | $11.1M | 161.2K | 5.2% | ▲+4.5% Added · +7K sh | |
| 4 | Pitney Bowes Inc COM | $10.6M | 605.4K | 5.0% | ▼−13% Reduced · −93K sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $10.3M | 20.6K | 4.8% | ▲+4.5% Added · +889 sh | |
| 6 | Vanguard Index FDS TOTAL STK MKT | $9.1M | 24.6K | 4.3% | ▼−13% Reduced · −4K sh | |
| 7 | Amazon Com Inc COM | $8.9M | 37.4K | 4.2% | ▲+0.1% Added · +43 sh | |
| 8 | Markel Group Inc COM | $8.9M | 4.5K | 4.2% | ▲+22% Added · +805 sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.8M | 16.4K | 3.7% | ▼−9.1% Reduced · −2K sh | |
| 10 | Alphabet Inc CAP STK CL A | $7.8M | 21.8K | 3.7% | ▼−10% Reduced · −2K sh | |
| 11 | Elevance Health Inc Formerly COM | $6.8M | 17.5K | 3.2% | ▼−6.7% Reduced · −1K sh | |
| 12 | Vanguard BD Index FDS INTERMED TERM | $6.6M | 85.9K | 3.1% | ▲+4.5% Added · +4K sh | |
| 13 | Meta Platforms Inc CL A | $5.7M | 10.2K | 2.7% | ▲+1.9% Added · +188 sh | |
| 14 | Regeneron Pharmaceuticals COM | $5.3M | 8.5K | 2.5% | ▲+1.7% Added · +141 sh | |
| 15 | Pimco Corporate & Income Opp COM | $4.7M | 388.9K | 2.2% | ▲+6.3% Added · +23K sh | |
| 16 | Accenture PLC Ireland SHS CLASS A | $4.4M | 35.5K | 2.1% | ▲+70% Added · +15K sh | |
| 17 | Vanguard Index FDS MID CAP ETF | $4.2M | 52.6K | 2.0% | ▲New New position | |
| 18 | Vanguard Index FDS SMALL CP ETF | $4.1M | 13.7K | 1.9% | ▲New New position | |
| 19 | Visa Inc COM CL A | $3.9M | 11.4K | 1.8% | ▲+4.6% Added · +503 sh | |
| 20 | First CTZNS Bancshares Inc D CL A | $3.7M | 1.8K | 1.7% | ▲+1.9% Added · +34 sh | |
| 21 | Microsoft Corp COM | $3.6M | 9.6K | 1.7% | ▲+23% Added · +2K sh | |
| 22 | Disney Walt Co COM | $3.4M | 35.1K | 1.6% | ▼−30% Reduced · −15K sh | |
| 23 | JPMorgan Chase & Co COM | $3.2M | 9.7K | 1.5% | ▲+18% Added · +1K sh | |
| 24 | Vanguard Intl Equity Index F ALLWRLD EX US | $3.2M | 37.9K | 1.5% | ▲+2.6% Added · +971 sh | |
| 25 | Kaspi KZ JSC SPONSORED ADS | $3.0M | 35.1K | 1.4% | ▼−31% Reduced · −16K sh | |
| 26 | Vanguard Index FDS GROWTH ETF | $2.7M | 31.9K | 1.3% | ▲+512% Added · +27K sh | |
| 27 | Vanguard Index FDS VALUE ETF | $2.5M | 11.6K | 1.2% | ▲+2.3% Added · +256 sh | |
| 28 | Unitedhealth Group Inc COM | $2.5M | 6.0K | 1.2% | ▲+2.4% Added · +140 sh | |
| 29 | Adobe Inc COM | $2.3M | 11.3K | 1.1% | ▲New New position | |
| 30 | Chevron Corporation COM | $2.3M | 13.8K | 1.1% | ▲+3.1% Added · +412 sh | |
| 31 | Vanguard BD Index FDS VANGUARD ULTRA | $2.2M | 44.7K | 1.0% | ▼−13% Reduced · −6K sh | |
| 32 | Vanguard BD Index FDS SHORT TRM BOND | $2.2M | 28.4K | 1.0% | ▲+4.4% Added · +1K sh | |
| 33 | Lockheed Martin Corp COM | $2.2M | 4.3K | 1.0% | ▲+1.3% Added · +54 sh | |
| 34 | Stride Inc COM | $2.1M | 24.1K | 1.0% | ▲+2.0% Added · +471 sh | |
| 35 | Netflix Inc. COM | $2.0M | 28.7K | 1.0% | ▲+6.4% Added · +2K sh | |
| 36 | Booking Holdings Inc COM | $2.0M | 11.4K | 1.0% | ▲34× Added · +11K sh | |
| 37 | Johnson & Johnson COM | $2.0M | 7.8K | 0.9% | ▲+1.2% Added · +93 sh | |
| 38 | Amgen Inc COM | $1.8M | 5.0K | 0.8% | ▲+2.0% Added · +96 sh | |
| 39 | Vanguard Index FDS SM CP VAL ETF | $1.7M | 6.8K | 0.8% | ▼−0.3% Reduced · −20 sh | |
| 40 | Alphabet Inc CAP STK CL C | $1.6M | 4.6K | 0.8% | ▼−4.4% Reduced · −213 sh | |
| 41 | Vanguard Index FDS MCAP VL IDXVIP | $1.5M | 7.6K | 0.7% | ▲+2.4% Added · +178 sh | |
| 42 | Copart Inc COM | $1.4M | 51.2K | 0.7% | ▲+28% Added · +11K sh | |
| 43 | Schwab Strategic TR US DIVIDEND EQ | $1.4M | 44.9K | 0.7% | ▲+0.2% Added · +100 sh | |
| 44 | Vanguard Index FDS MCAP GR IDXVIP | $1.4M | 4.5K | 0.7% | ▲+1.8% Added · +82 sh | |
| 45 | NVR Inc COM | $1.3M | 197 | 0.6% | ▲+63% Added · +76 sh | |
| 46 | Vanguard Index FDS SML CP GRW ETF | $1.3M | 3.6K | 0.6% | ▲+1.1% Added · +38 sh | |
| 47 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.0M | 4.8K | 0.5% | ▼−80% Reduced · −19K sh | |
| 48 | Jackson Financial Inc COM CL A | $737K | 7.2K | 0.3% | ▼−13% Reduced · −1K sh | |
| 49 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $691K | 4.5K | 0.3% | ▼−1.4% Reduced · −63 sh | |
| 50 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $555K | 9.3K | 0.3% | ▼−2.5% Reduced · −236 sh |
This wealth platform 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/1965292/holdings"
Use Arkolith to show Evergreen Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 55 | $213.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 56 | $193.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 54 | $198.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 51 | $190.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 35d | 51 | $178.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 35d | 54 | $167.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 53 | $169.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 54 | $166.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.