Evergreen Wealth Management, LLC
54 holdingsFiling period: 2026-03-31Current AUM: $215.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 67.7K | $14.6M | $16.2M | 7.52% | +1.7K | 2026-03-31 |
| 2 | BLV | VANGUARD BD INDEX FDS | 154.3K | $10.6M | $10.2M | 4.73% | +2.6K | 2026-03-31 |
| 3 | VYM | VANGUARD WHITEHALL FDS | 71.2K | $10.5M | $11.5M | 5.35% | +336 | 2026-03-31 |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.7K | $9.4M | $9.4M | 4.38% | +6.2K | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 28.4K | $9.1M | $10.4M | 4.85% | -3,119 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 37.4K | $7.8M | $10.1M | 4.71% | -1,166 | 2026-03-31 |
| 7 | PBI | PITNEY BOWES INC | 698.2K | $7.7M | $12.2M | 5.68% | -189 | 2026-03-31 |
| 8 | MKL | MARKEL GROUP INC | 3.7K | $7.1M | $7.0M | 3.26% | +112 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 24.2K | $7.0M | $8.6M | 4.01% | -4,975 | 2026-03-31 |
| 10 | REGN | REGENERON PHARMACEUTICALS | 8.3K | $6.4M | $6.4M | 2.95% | -1,479 | 2026-03-31 |
| 11 | BIV | VANGUARD BD INDEX FDS | 82.3K | $6.3M | $6.2M | 2.89% | +1.4K | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 18.1K | $6.1M | $7.3M | 3.39% | -6,416 | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 10.0K | $5.7M | $5.6M | 2.59% | +663 | 2026-03-31 |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | 18.7K | $5.5M | $7.0M | 3.27% | +1.1K | 2026-03-31 |
| 15 | DIS | DISNEY WALT CO | 50.1K | $4.8M | $4.8M | 2.24% | -3,492 | 2026-03-31 |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | 23.6K | $4.5M | $5.1M | 2.36% | +6.0K | 2026-03-31 |
| 17 | PTY | PIMCO CORPORATE & INCOME OPP | 365.6K | $4.4M | $4.3M | 1.99% | +13.4K | 2026-03-31 |
| 18 | — | ACCENTURE PLC IRELAND | 20.9K | $4.1M | $4.1M | 1.92% | -- | 2026-03-31 |
| 19 | KSPI | KASPI KZ JSC | 51.1K | $3.8M | $4.5M | 2.10% | +8.7K | 2026-03-31 |
| 20 | FCNCA | FIRST CTZNS BANCSHARES INC D | 1.8K | $3.3M | $3.8M | 1.78% | +26 | 2026-03-31 |
| 21 | V | VISA INC | 10.9K | $3.3M | $4.0M | 1.85% | +124 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 7.8K | $2.9M | $3.6M | 1.69% | +878 | 2026-03-31 |
| 23 | CVX | CHEVRON CORPORATION | 13.4K | $2.8M | $2.6M | 1.23% | +185 | 2026-03-31 |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | 36.9K | $2.8M | $3.1M | 1.42% | -1,210 | 2026-03-31 |
| 25 | CSCO | CISCO SYS INC | 35.3K | $2.7M | $4.1M | 1.90% | +419 | 2026-03-31 |
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