Investor
Evergreen Wealth Management, LLC
CIK 0001965292 · filed 2026-05-04 · SEC filing
13F book
$193.7M
Positions
54
4 new · 4 sold
Largest name
7.5%
Vanguard Specialized Funds
Est. mark
−$7.05M
Price effect on 50 names still held. Flow $2.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds | — | 67.7K | $14.6M | 7.5% | −$311.6K | Added$45.6K |
| Vanguard Bd Index Fds | — | 154.3K | $10.6M | 5.5% | −$112.2K | Added$69.8K |
| Vanguard Whitehall Fds | — | 71.2K | $10.5M | 5.4% | $324.6K | Added$374.3K |
| Berkshire Hathaway Inc Del | — | 19.7K | $9.42M | 4.9% | −$316.1K | Added$2.64M |
| Vanguard Index Fds | — | 28.4K | $9.1M | 4.7% | −$410.2K | Cut−$1.46M |
| Amazon Com Inc | AMZN | 37.4K | $7.78M | 4.0% | −$842.4K | Cut−$1.11M |
| Pitney Bowes Inc | — | 698.2K | $7.71M | 4.0% | $335.1K | Cut$333.1K |
| Markel Group Inc. | MKL | 3.73K | $7.13M | 3.7% | −$852.2K | Added−$637.9K |
| Alphabet Inc | — | 24.2K | $6.97M | 3.6% | −$616.9K | Cut−$2.17M |
| Regeneron Pharmaceuticals, Inc. | REGN | 8.34K | $6.45M | 3.3% | $6.57K | Cut−$1.13M |
| Vanguard Bd Index Fds | — | 82.3K | $6.35M | 3.3% | −$56.6K | Added$50.4K |
| Taiwan Semiconductor Mfg Ltd | — | 18.1K | $6.1M | 3.1% | $614.7K | Cut−$1.34M |
| Meta Platforms, Inc. | META | 10K | $5.73M | 3.0% | −$822.2K | Added−$442.9K |
| Elevance Health Inc Formerly | — | 18.7K | $5.48M | 2.8% | −$1.02M | Added−$709.1K |
| Disney Walt Co | — | 50.1K | $4.83M | 2.5% | −$872.1K | Cut−$1.27M |
| Invesco Exchange Traded Fd T | — | 23.6K | $4.54M | 2.3% | $6.36K | Added$1.15M |
| Pimco Corporate & Income Opp | — | 365.6K | $4.41M | 2.3% | −$295.9K | Added−$134.1K |
| Accenture Plc Ireland | — | 20.9K | $4.14M | 2.1% | — | New |
| Kaspi Kz Jsc | — | 51.1K | $3.78M | 2.0% | −$172.1K | Added$470.9K |
| First Ctzns Bancshares Inc D | — | 1.75K | $3.3M | 1.7% | −$452K | Added−$403K |
| Visa Inc. | V | 10.9K | $3.29M | 1.7% | −$521.9K | Added−$484.5K |
| Microsoft Corp | MSFT | 7.85K | $2.91M | 1.5% | −$791K | Added−$466K |
| Chevron Corp New | CVX | 13.4K | $2.78M | 1.4% | $721.5K | Added$759.7K |
| Vanguard Intl Equity Index F | — | 36.9K | $2.77M | 1.4% | $56.8K | Cut−$32.3K |
| Cisco Sys Inc | — | 35.3K | $2.74M | 1.4% | $19.6K | Added$52.1K |
| Netflix Inc | NFLX | 27K | $2.59M | 1.3% | — | New |
| Vanguard Bd Index Fds | — | 51.1K | $2.54M | 1.3% | −$2.56K | Added$226.2K |
| Lockheed Martin Corp | LMT | 4.21K | $2.54M | 1.3% | $507.9K | Cut−$592.5K |
| Jpmorgan Chase & Co. | — | 8.25K | $2.43M | 1.3% | −$228.4K | Added−$195.7K |
| Vanguard Growth Etf | — | 5.21K | $2.27M | 1.2% | −$266K | Cut−$266.5K |
| Vanguard Index Fds | — | 11.3K | $2.22M | 1.1% | $58.7K | Added$59.9K |
| Vanguard Bd Index Fds | — | 27.2K | $2.13M | 1.1% | −$10.6K | Added$25.9K |
| Stride, Inc. | LRN | 23.6K | $2.08M | 1.1% | — | New |
| Johnson & Johnson | JNJ | 7.75K | $1.9M | 1.0% | $290.7K | Cut−$2.23M |
| Amgen Inc | AMGN | 4.87K | $1.71M | 0.9% | $119.3K | Cut−$209.4K |
| Unitedhealth Group Inc | UNH | 5.88K | $1.59M | 0.8% | −$346.3K | Added−$328.1K |
| Vanguard Index Fds | — | 6.83K | $1.48M | 0.8% | $37.4K | Added$37.8K |
| Booking Holdings Inc. | BKNG | 337 | $1.42M | 0.7% | −$259.2K | Added$208.3K |
| Alphabet Inc | — | 4.85K | $1.39M | 0.7% | −$130.9K | Cut−$1.01M |
| Schwab Strategic Tr | — | 44.8K | $1.37M | 0.7% | $145.5K | Cut$105.3K |
| Vanguard Index Fds | — | 7.45K | $1.37M | 0.7% | $51.3K | Added$52K |
| Copart Inc | CPRT | 40.2K | $1.33M | 0.7% | −$143K | Added$392.9K |
| Vanguard Index Fds | — | 4.46K | $1.15M | 0.6% | −$97.1K | Cut−$97.3K |
| Vanguard Index Fds | — | 3.56K | $1.08M | 0.6% | $362 | Held |
| Floor & Decor Hldgs Inc | — | 19.5K | $989.1K | 0.5% | — | New |
| Jackson Financial Inc | — | 8.3K | $877.3K | 0.5% | −$7.72K | Held |
| Trade Desk, Inc. | TTD | 36K | $816.3K | 0.4% | −$256.2K | Added$179.3K |
| Nvr Inc | NVR | 121 | $795.5K | 0.4% | −$82.5K | Added−$69.3K |
| Vanguard Intl Equity Index F | — | 4.54K | $661.9K | 0.3% | $10.9K | Added$25.5K |
| Vanguard Intl Equity Index F | — | 9.53K | $515.2K | 0.3% | $2.71K | Added$19K |
| Vanguard Star Fds | — | 4.47K | $344.6K | 0.2% | $7.31K | Added$14.8K |
| Chubb Limited | — | 749 | $244K | 0.1% | $9.39K | Added$26K |
| Apple Inc. | AAPL | 902 | $228.9K | 0.1% | −$16.4K | Cut−$18.3K |
| Novo-Nordisk A S | — | 5.7K | $209.4K | 0.1% | −$64.9K | Added−$24.2K |
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.