CIK 1965292
Evergreen Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
54
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 54
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 66K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 152K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 71K | $1M+ | SH |
| GOOGL | ALPHABET INC | 29K | $1M+ | SH |
| AMZN | AMAZON COM INC | 39K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 4K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 10K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 24K | $1M+ | SH |
| PBI | PITNEY BOWES INC | 698K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 81K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 18K | $1M+ | SH |
| META | META PLATFORMS INC | 9K | $1M+ | SH |
| DIS | DISNEY WALT CO | 54K | $1M+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 352K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| V | VISA INC | 11K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 2K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 18K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| KSPI | KASPI KZ JSC | 42K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 6K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 38K | $1M+ | SH |
| CSCO | CISCO SYS INC | 35K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 8K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 47K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 27K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 13K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 6K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 26K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 2K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 46K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 226 | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| CPRT | COPART INC | 24K | $500K+ | SH |
| JXN | JACKSON FINANCIAL INC | 8K | $500K+ | SH |
| NVR | NVR INC | 119 | $500K+ | SH |
| TTD | THE TRADE DESK INC | 17K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 9K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |