Evergreen Wealth Management, LLC
55 holdingsFiling period: 2026-06-30Current AUM: $217.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 69.1K | $16.3M | $16.4M | 7.53% | +1.4K | 2026-06-30 |
| 2 | VYM | VANGUARD WHITEHALL FDS | 72.6K | $11.5M | $11.7M | 5.38% | +1.4K | 2026-06-30 |
| 3 | BLV | VANGUARD BD INDEX FDS | 161.2K | $11.1M | $10.4M | 4.80% | +6.9K | 2026-06-30 |
| 4 | PBI | PITNEY BOWES INC | 605.4K | $10.6M | $10.5M | 4.82% | -92,790 | 2026-06-30 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 20.6K | $10.3M | $10.3M | 4.72% | +889 | 2026-06-30 |
| 6 | VTI | VANGUARD INDEX FDS | 24.6K | $9.1M | $9.2M | 4.22% | -3,754 | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 37.4K | $8.9M | $9.3M | 4.27% | +43 | 2026-06-30 |
| 8 | MKL | MARKEL GROUP INC | 4.5K | $8.9M | $8.1M | 3.73% | +805 | 2026-06-30 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 16.4K | $7.8M | $6.8M | 3.12% | -1,646 | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 21.8K | $7.8M | $7.5M | 3.46% | -2,431 | 2026-06-30 |
| 11 | ELV | ELEVANCE HEALTH INC FORMERLY | 17.5K | $6.8M | $7.3M | 3.35% | -1,256 | 2026-06-30 |
| 12 | BIV | VANGUARD BD INDEX FDS | 85.9K | $6.6M | $6.4M | 2.92% | +3.7K | 2026-06-30 |
| 13 | META | META PLATFORMS INC | 10.2K | $5.7M | $6.8M | 3.14% | +188 | 2026-06-30 |
| 14 | REGN | REGENERON PHARMACEUTICALS | 8.5K | $5.3M | $6.6M | 3.02% | +141 | 2026-06-30 |
| 15 | PTY | PIMCO CORPORATE & INCOME OPP | 388.9K | $4.7M | $4.4M | 2.01% | +23.2K | 2026-06-30 |
| 16 | — | ACCENTURE PLC IRELAND | 35.5K | $4.4M | $4.4M | 2.03% | +14.6K | 2026-06-30 |
| 17 | VO | VANGUARD INDEX FDS | 52.6K | $4.2M | $4.2M | 1.93% | -- | 2026-06-30 |
| 18 | VB | VANGUARD INDEX FDS | 13.7K | $4.1M | $4.0M | 1.83% | -- | 2026-06-30 |
| 19 | V | VISA INC | 11.4K | $3.9M | $4.3M | 1.97% | +503 | 2026-06-30 |
| 20 | FCNCA | FIRST CTZNS BANCSHARES INC D | 1.8K | $3.7M | $3.9M | 1.77% | +34 | 2026-06-30 |
| 21 | MSFT | MICROSOFT CORP | 9.6K | $3.6M | $4.8M | 2.20% | +1.8K | 2026-06-30 |
| 22 | DIS | DISNEY WALT CO | 35.1K | $3.4M | $3.7M | 1.72% | -15,026 | 2026-06-30 |
| 23 | JPM | JPMORGAN CHASE & CO | 9.7K | $3.2M | $3.4M | 1.57% | +1.5K | 2026-06-30 |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | 37.9K | $3.2M | $3.2M | 1.46% | +971 | 2026-06-30 |
| 25 | KSPI | KASPI KZ JSC | 35.1K | $3.0M | $3.5M | 1.59% | -15,953 | 2026-06-30 |
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