Evergreen Wealth Management, LLC
Q2 2026 13F filing
Updated 42 days ago55 disclosed positions worth $213.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BX VANGUARD SPECIALIZED FUNDS | $16.3M | 69.1K | 7.66% | Added(+2.0%) |
| 2 | V VGES VANGUARD WHITEHALL FDS | $11.5M | 72.6K | 5.38% | Added(+2.0%) |
| 3 | V VGES VANGUARD BD INDEX FDS | $11.1M | 161.2K | 5.21% | Added(+4.5%) |
| 4 | P PBI-PB PITNEY BOWES INC | $10.6M | 605.4K | 4.97% | Trimmed(-13.3%) |
| 5 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $10.3M | 20.6K | 4.82% | Added(+4.5%) |
| 6 | V VGES VANGUARD INDEX FDS | $9.1M | 24.6K | 4.27% | Added(+1230950.0%) |
| 7 | A AMZN AMAZON COM INC | $8.9M | 37.4K | 4.18% | Added(+0.1%) |
| 8 | M MKL MARKEL GROUP INC | $8.9M | 4.5K | 4.15% | Added(+21.6%) |
| 9 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $7.8M | 16.4K | 3.67% | Trimmed(-9.1%) |
| 10 | G GOOGN ALPHABET INC | $7.8M | 21.8K | 3.65% | Trimmed(-10.0%) |
| 11 | E ELV ELEVANCE HEALTH INC FORMERLY | $6.8M | 17.5K | 3.17% | Trimmed(-6.7%) |
| 12 | V VGES VANGUARD BD INDEX FDS | $6.6M | 85.9K | 3.09% | Added(+4.5%) |
| 13 | M META META PLATFORMS INC | $5.7M | 10.2K | 2.69% | Added(+1.9%) |
| 14 | R REGN REGENERON PHARMACEUTICALS | $5.3M | 8.5K | 2.48% | Added(+1.7%) |
| 15 | P PTY PIMCO CORPORATE & INCOME OPP | $4.7M | 388.9K | 2.19% | Added(+6.3%) |
| 16 | A ACN ACCENTURE PLC IRELAND | $4.4M | 35.5K | 2.07% | Added(+69.6%) |
| 17 | V VGES VANGUARD INDEX FDS | $4.2M | 52.6K | 1.99% | — |
| 18 | V VGES VANGUARD INDEX FDS | $4.1M | 13.7K | 1.94% | — |
| 19 | V V VISA INC | $3.9M | 11.4K | 1.83% | Added(+4.6%) |
| 20 | F FCNCN FIRST CTZNS BANCSHARES INC D | $3.7M | 1.8K | 1.74% | Added(+1.9%) |
| 21 | M MSFT MICROSOFT CORP | $3.6M | 9.6K | 1.68% | Added(+22.6%) |
| 22 | D DIS DISNEY WALT CO | $3.4M | 35.1K | 1.58% | Trimmed(-30.0%) |
| 23 | J JPM-PM JPMORGAN CHASE & CO | $3.2M | 9.7K | 1.49% | Added(+17.7%) |
| 24 | V VGES VANGUARD INTL EQUITY INDEX F | $3.2M | 37.9K | 1.49% | Added(+2.6%) |
| 25 | ? N/A KASPI KZ JSC | $3M | 35.1K | 1.43% | Trimmed(-31.2%) |
| 26 | V VGES VANGUARD INDEX FDS | $2.7M | 31.9K | 1.29% | Added(+511.9%) |
| 27 | V VGES VANGUARD INDEX FDS | $2.5M | 11.6K | 1.18% | Added(+2.3%) |
| 28 | U UNH UNITEDHEALTH GROUP INC | $2.5M | 6.0K | 1.17% | Added(+2.4%) |
| 29 | A ADBE ADOBE INC | $2.3M | 11.3K | 1.09% | — |
| 30 | C CVX CHEVRON CORPORATION | $2.3M | 13.8K | 1.08% | Added(+3.1%) |
| 31 | V VGES VANGUARD BD INDEX FDS | $2.2M | 44.7K | 1.04% | Trimmed(-12.6%) |
| 32 | V VGES VANGUARD BD INDEX FDS | $2.2M | 28.4K | 1.04% | Added(+4.4%) |
| 33 | L LMT LOCKHEED MARTIN CORP | $2.2M | 4.3K | 1.02% | Added(+1.3%) |
| 34 | L LRN STRIDE INC | $2.1M | 24.1K | 0.97% | Added(+2.0%) |
| 35 | N NFLX NETFLIX INC. | $2M | 28.7K | 0.96% | Added(+6.4%) |
| 36 | B BKNG BOOKING HOLDINGS INC | $2M | 11.4K | 0.95% | Added(+3275.1%) |
| 37 | J JNJ JOHNSON & JOHNSON | $2M | 7.8K | 0.93% | Added(+1.2%) |
| 38 | A AMGN AMGEN INC | $1.8M | 5.0K | 0.84% | Added(+2.0%) |
| 39 | V VGES VANGUARD INDEX FDS | $1.7M | 6.8K | 0.78% | Trimmed(-0.3%) |
| 40 | G GOOGN ALPHABET INC | $1.6M | 4.6K | 0.77% | Trimmed(-4.4%) |
| 41 | V VGES VANGUARD INDEX FDS | $1.5M | 7.6K | 0.71% | Added(+2.4%) |
| 42 | C CPRT COPART INC | $1.4M | 51.2K | 0.68% | Added(+27.5%) |
| 43 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.4M | 44.9K | 0.67% | Added(+0.2%) |
| 44 | V VGES VANGUARD INDEX FDS | $1.4M | 4.5K | 0.65% | Added(+1.8%) |
| 45 | N NVR NVR INC | $1.3M | 197 | 0.63% | Added(+62.8%) |
| 46 | T THQ VANGUARD INDEX FDS | $1.3M | 3.6K | 0.62% | Added(+1.1%) |
| 47 | I IVZ INVESCO EXCHANGE TRADED FD T | $1M | 4.8K | 0.48% | Trimmed(-79.5%) |
| 48 | J JXN-PA JACKSON FINANCIAL INC | $737K | 7.2K | 0.35% | Trimmed(-13.3%) |
| 49 | V VGES VANGUARD INTL EQUITY INDEX F | $691K | 4.5K | 0.32% | Trimmed(-1.4%) |
| 50 | V VGES VANGUARD INTL EQUITY INDEX F | $555K | 9.3K | 0.26% | Trimmed(-2.5%) |