Evergreen Wealth Management, LLC holds a diversified book of 55 stocks 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 equity book.
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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.
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
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 Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 74 / 55 | $469.3B |
| BANK OF AMERICA CORP /DE/ | 74 / 55 | $340.9B |
| WELLS FARGO & COMPANY/MN | 74 / 55 | $133.8B |
| ROYAL BANK OF CANADA | 74 / 55 | $131.0B |
| UBS Group AG | 74 / 55 | $125.6B |
| PNC FINANCIAL SERVICES GROUP, INC. | 74 / 55 | $32.2B |
| OSAIC HOLDINGS, INC. | 74 / 55 | $14.8B |
| Farther Finance Advisors, LLC | 74 / 55 | $2.0B |
Ranked by how many of Evergreen Wealth Management, LLC's top 55 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 | 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 55 | $213.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 56 | $193.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 54 | $198.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 51 | $190.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 51 | $178.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 54 | $167.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 53 | $169.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 54 | $166.2M | 13F-HR |
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.