Investor

Evergreen Advisors, LLC

CIK 0001762294 · filed 2026-05-05 · SEC filing

Q1 2026 Q4 2025

13F book

$425.8M

Positions

168

144 new · 0 sold

Largest name

37.0%

Schwab Strategic Tr

Est. mark

−$895.1K

Price effect on 24 names still held. Flow $16.6M.

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Schwab Strategic Tr	—	6.28M	$157.6M	37.0%	−$6.97M	Added−$4.14M
Schwab Strategic Tr	—	2.47M	$61.2M	14.4%	$1.74M	Added$2.25M
Vanguard Scottsdale Fds	—	614.9K	$50.9M	11.9%	−$583.7K	Added$2M
Schwab Strategic Tr	—	1.55M	$47.6M	11.2%	$4.93M	Added$5.96M
Vanguard Scottsdale Fds	—	580.5K	$34.6M	8.1%	−$212.6K	Added$1.04M
Vanguard Scottsdale Fds	—	692.8K	$32.5M	7.6%	−$86.6K	Added$1.18M
Ishares Tr	—	182.6K	$22.7M	5.3%	$733.2K	Added$1.36M
Spdr S&P 500 Etf Tr	—	4.6K	$2.99M	0.7%	−$145.2K	Cut−$500.5K
Vanguard Specialized Funds	—	6.89K	$1.48M	0.3%	−$27.4K	Added$207.2K
Apple Inc.	AAPL	4.24K	$1.08M	0.3%	−$76.5K	Cut−$85K
Vanguard Mun Bd Fds	—	20.1K	$1M	0.2%	—	New
Ishares Tr	—	4.13K	$882K	0.2%	$13.7K	Held
Vanguard Index Fds	—	2.66K	$854.3K	0.2%	−$38.5K	Cut−$50.6K
Ishares Tr	—	8.1K	$804.2K	0.2%	−$4.94K	Held
Vanguard Intl Equity Index F	—	9.83K	$738.3K	0.2%	$15.1K	Added$16.2K
Schwab Strategic Tr	—	22.9K	$698.3K	0.2%	—	New
Broadcom Inc.	AVGO	1.76K	$544.4K	0.1%	−$64.4K	Held
Smartfinancial Inc.	SMBK	11.8K	$462.6K	0.1%	$24.7K	Added$25.6K
Nvidia Corp	NVDA	1.97K	$343.2K	0.1%	−$19.6K	Added$40.7K
Lowes Cos Inc	—	1.41K	$333.2K	0.1%	−$4.76K	Added$97.6K
Alphabet Inc	—	1.03K	$295.6K	0.1%	−$19.9K	Added$50.5K
Vanguard Index Fds	—	898	$235.2K	0.1%	$3.65K	Added$4.43K
Vanguard Growth Etf	—	499	$218.1K	0.1%	−$25.2K	Held
Microsoft Corp	MSFT	571	$211.4K	0.1%	−$59.2K	Added−$41.1K
Home Depot, Inc.	HD	620	$203.9K	0.0%	—	New
Berkshire Hathaway Inc Del	—	396	$189.8K	0.0%	—	New
Ishares Tr	—	1.04K	$188.3K	0.0%	−$19K	Held
Amazon Com Inc	AMZN	818	$170.4K	0.0%	—	New
Walmart Inc.	WMT	1.29K	$160.1K	0.0%	—	New
Chevron Corp New	CVX	720	$149K	0.0%	—	New
Caterpillar Inc	CAT	210	$149K	0.0%	—	New
Pinnacle Finl Partners Inc Com	—	1.6K	$138.1K	0.0%	—	New
Pnc Finl Svcs Group Inc	—	660	$137.3K	0.0%	—	New
Ge Aerospace	—	476	$135.1K	0.0%	—	New
Jpmorgan Chase & Co.	—	439	$129.1K	0.0%	—	New
Eli Lilly & Co	LLY	128	$117.7K	0.0%	—	New
Palantir Technologies Inc.	PLTR	800	$117K	0.0%	—	New
Ishares Tr	—	269	$114.7K	0.0%	—	New
Oracle Corp	—	751	$110.5K	0.0%	—	New
Vanguard Whitehall Fds	—	692	$102.5K	0.0%	—	New
Intel Corp	INTC	2.31K	$102.1K	0.0%	—	New
GE Vernova Inc.	GEV	115	$100.4K	0.0%	—	New
Mohawk Inds Inc	—	1K	$98.5K	0.0%	—	New
United Cmnty Bks Blairsvle G	—	2.95K	$92.8K	0.0%	—	New
Taiwan Semiconductor Mfg Ltd	—	268	$90.6K	0.0%	—	New
Johnson & Johnson	JNJ	367	$89.6K	0.0%	—	New
Alphabet Inc	—	305	$87.5K	0.0%	—	New
Ishares Tr	—	127	$83K	0.0%	—	New
Citigroup Inc	—	712	$80.7K	0.0%	—	New
BILL Holdings, Inc.	BILL	2K	$76.6K	0.0%	—	New
Unum Group	—	1K	$73K	0.0%	—	New
Ishares Tr	—	451	$68.3K	0.0%	—	New
Advanced Micro Devices Inc	AMD	331	$67.3K	0.0%	—	New
Tesla, Inc.	TSLA	153	$56.9K	0.0%	—	New
Schwab Charles Corp	—	599	$56.3K	0.0%	—	New
Fedex Corp	FDX	155	$55.2K	0.0%	—	New
Costco Whsl Corp New	—	55	$54.8K	0.0%	—	New
Vodafone Group Plc New	—	3.62K	$54.4K	0.0%	—	New
Norfolk Southn Corp	—	188	$53.9K	0.0%	—	New
Spdr Series Trust	—	366	$53.4K	0.0%	—	New
Schwab Strategic Tr	—	2.01K	$52.3K	0.0%	−$844	Cut−$582.1K
Applied Matls Inc	—	151	$51.6K	0.0%	—	New
World Gold Tr	—	534	$49.5K	0.0%	—	New
Goldman Sachs Group Inc	—	55	$46.5K	0.0%	—	New
Philip Morris Intl Inc	—	280	$46.3K	0.0%	—	New
Schwab Strategic Tr	—	1.75K	$45K	0.0%	—	New
Visa Inc.	V	145	$43.8K	0.0%	—	New
Merck & Co., Inc.	MRK	359	$43.2K	0.0%	—	New
Ishares Tr	—	390	$43.1K	0.0%	—	New
Vanguard World Fd	—	347	$41.9K	0.0%	—	New
Vanguard Index Fds	—	205	$40.1K	0.0%	—	New
Booking Holdings Inc.	BKNG	9	$37.9K	0.0%	—	New
Amgen Inc	AMGN	105	$36.9K	0.0%	—	New
Procter And Gamble Co	PG	253	$36.5K	0.0%	—	New
Conocophillips	COP	276	$36.4K	0.0%	—	New
Arrow Electrs Inc	—	254	$36.4K	0.0%	—	New
Tjx Cos Inc New	—	225	$35.9K	0.0%	—	New
Duke Energy Corp New	—	272	$35.6K	0.0%	—	New
Intuitive Surgical Inc	ISRG	75	$34.6K	0.0%	—	New
Unitedhealth Group Inc	UNH	123	$33.3K	0.0%	—	New
American Express Co	AXP	109	$32.9K	0.0%	—	New
RTX Corp	RTX	162	$31.3K	0.0%	—	New
Aflac Inc	AFL	266	$29.2K	0.0%	—	New
Schwab Strategic Tr	—	922	$28.6K	0.0%	—	New
Ing Groep N.V.	—	1.06K	$27.7K	0.0%	—	New
Slb Limited/Nv	SLB	515	$26.5K	0.0%	—	New
General Mtrs Co	—	355	$26.4K	0.0%	—	New
Fastenal Co	FAST	570	$26.4K	0.0%	—	New
Pepsico Inc	PEP	161	$25K	0.0%	—	New
Dollar Gen Corp New	—	209	$24.8K	0.0%	—	New
Southern Co	—	255	$24.7K	0.0%	—	New
Ishares Tr	—	115	$24.3K	0.0%	—	New
Disney Walt Co	—	249	$24K	0.0%	—	New
Progressive Corp	—	120	$23.8K	0.0%	—	New
Capital One Finl Corp	—	129	$23.5K	0.0%	—	New
Meta Platforms, Inc.	META	39	$22.3K	0.0%	—	New
Schwab Strategic Tr	—	725	$21.1K	0.0%	—	New
Automatic Data Processing In	—	100	$20.3K	0.0%	—	New
Verizon Communications Inc	VZ	381	$19.1K	0.0%	—	New
Gallagher Arthur J & Co	—	86	$18.6K	0.0%	—	New
Bny Mellon Etf Trust	—	148	$18.5K	0.0%	—	New
Fidelity Covington Trust	—	87	$18.1K	0.0%	—	New
Starbucks Corp	SBUX	197	$17.6K	0.0%	—	New
At&T Inc	—	576	$16.7K	0.0%	—	New
Southwest Airls Co	—	439	$16.5K	0.0%	—	New
Coca Cola Co	KO	216	$16.4K	0.0%	—	New
First Tr Exchange Traded Fd	—	189	$15.4K	0.0%	—	New
Halliburton Co	HAL	396	$15.4K	0.0%	—	New
Fiserv Inc	FISV	270	$15.1K	0.0%	—	New
Fidelity Covington Trust	—	214	$15K	0.0%	—	New
Vanguard Index Fds	—	49	$14.7K	0.0%	—	New
Emerson Elec Co	—	112	$14.7K	0.0%	—	New
Phillips 66	PSX	78	$14.2K	0.0%	—	New
Select Sector Spdr Tr	—	202	$12.4K	0.0%	—	New
Riot Platforms, Inc.	RIOT	1K	$12.4K	0.0%	—	New
Ge Healthcare Technologies I	—	156	$11.1K	0.0%	—	New
Carnival Corp Ltd.	CCL	400	$10.4K	0.0%	—	New
Schwab Strategic Tr	—	361	$10.1K	0.0%	—	New
Spdr Series Trust	—	95	$9.3K	0.0%	—	New
Tyson Foods, Inc.	TSN	139	$8.92K	0.0%	—	New
Fidelity Covington Trust	—	122	$8.54K	0.0%	—	New
Pfizer Inc	PFE	302	$8.47K	0.0%	—	New
Pacer Fds Tr	—	135	$8.46K	0.0%	—	New
MARA Holdings, Inc.	MARA	1K	$8.16K	0.0%	—	New
Invesco Exch Traded Fd Tr Ii	—	121	$7.36K	0.0%	—	New
Ark Etf Tr	—	107	$7.23K	0.0%	—	New
Capri Holdings Limited	—	400	$7.05K	0.0%	—	New
Elevance Health Inc Formerly	—	23	$6.73K	0.0%	—	New
Ishares Tr	—	107	$6.01K	0.0%	—	New
Ishares Tr	—	100	$5.94K	0.0%	—	New
Fidelity Covington Trust	—	111	$5.79K	0.0%	—	New
Fidelity Covington Trust	—	63	$5.47K	0.0%	—	New
Spdr Index Shs Fds	—	113	$5.17K	0.0%	—	New
Chipotle Mexican Grill Inc	CMG	150	$4.8K	0.0%	—	New
Chord Energy Corp	CHRD	30	$4.26K	0.0%	—	New
Csx Corp	CSX	99	$4.08K	0.0%	—	New
Corcept Therapeutics Inc	CORT	100	$4.03K	0.0%	—	New
Corning Inc	—	24	$3.31K	0.0%	—	New
First Tr Exchange Traded Fd	—	42	$2.84K	0.0%	—	New
Invesco Exch Traded Fd Tr Ii	—	54	$2.68K	0.0%	—	New
Cracker Barrel Old Ctry Stor	—	93	$2.6K	0.0%	—	New
Vanguard Bd Index Fds	—	31	$2.3K	0.0%	—	New
Spdr Series Trust	—	80	$2.08K	0.0%	—	New
American Elec Pwr Co Inc	—	15	$1.97K	0.0%	—	New
Ishares Tr	—	27	$1.82K	0.0%	—	New
Mcdonalds Corp	MCD	5	$1.55K	0.0%	—	New
Bit Digital, Inc	BTBT	1K	$1.31K	0.0%	—	New
Redwire Corp	RDW	150	$1.27K	0.0%	—	New
Ipg Photonics Corp	IPGP	11	$1.26K	0.0%	—	New
Wabtec	—	5	$1.25K	0.0%	—	New
Allstate Corp	—	6	$1.24K	0.0%	—	New
Booz Allen Hamilton Hldg Cor	—	16	$1.24K	0.0%	—	New
Joby Aviation Inc	—	136	$1.12K	0.0%	—	New
CARRIER GLOBAL Corp	CARR	18	$1.03K	0.0%	—	New
Charter Communications Inc N	—	4	$864	0.0%	—	New
First Utd Corp	—	23	$843	0.0%	—	New
Grayscale Ethereum Trust Etf	—	48	$819	0.0%	—	New
Ford Mtr Co	—	65	$750	0.0%	—	New
Otis Worldwide Corp	OTIS	9	$675	0.0%	—	New
Warner Bros. Discovery, Inc.	WBD	22	$604	0.0%	—	New
Regions Financial Corp New	—	22	$575	0.0%	—	New
Ramaco Res Inc	—	30	$464	0.0%	—	New
Viatris Inc	VTRS	32	$436	0.0%	—	New
Chewy, Inc.	CHWY	10	$270	0.0%	—	New
Bank America Corp	—	5	$261	0.0%	—	New
Invesco Exch Traded Fd Tr Ii	—	1	$238	0.0%	—	New
Vanguard Index Fds	—	1	$230	0.0%	—	New
Krispy Kreme, Inc.	DNUT	3	$10	0.0%	—	New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.