Filed: 8/4/2025ACC: 0001667731-25-001042
📋 What this filing means
EVERGREEN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $178.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$178.30M
Total AUM (reported)
1.43M
Total Shares
Allocation by class
COM$69.92M39.2%
DIV APP ETF$12.52M7.0%
TOTAL STK MKT$11.42M6.4%
HIGH DIV YLD$9.27M5.2%
SPONSORED ADS$9.25M5.2%
LONG TERM BOND$8.95M5.0%
INTERMED TERM$6.77M3.8%
Portfolio Concentration
Top 3$33.21M18.6%
4–10$51.11M28.7%
11–25$59.04M33.1%
Rest$34.95M19.6%
Top 3 weight
18.6%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 1.43M
Sole
Full voting authority
1.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
VANGUARD SPECIALIZED FUNDS
SOLEShares61.17K
TypeSH
Market value$12.52M
7.02%
Sole
61.17K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares37.57K
TypeSH
Market value$11.42M
6.40%
Sole
37.57K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares69.56K
TypeSH
Market value$9.27M
5.20%
Sole
69.56K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares128.66K
TypeSH
Market value$8.95M
5.02%
Sole
128.66K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares38.33K
TypeSH
Market value$8.41M
4.72%
Sole
38.33K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares55.62K
TypeSH
Market value$6.90M
3.87%
Sole
55.62K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares87.56K
TypeSH
Market value$6.77M
3.80%
Sole
87.56K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares3.39K
TypeSH
Market value$6.77M
3.80%
Sole
3.39K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.12K
TypeSH
Market value$6.73M
3.78%
Sole
9.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.33K
TypeSH
Market value$6.58M
3.69%
Sole
37.33K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.04K
TypeSH
Market value$6.33M
3.55%
Sole
13.04K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares26.72K
TypeSH
Market value$6.05M
3.39%
Sole
26.72K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares10.44K
TypeSH
Market value$5.48M
3.07%
Sole
10.44K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares12.95K
TypeSH
Market value$5.04M
2.82%
Sole
12.95K
Shared
0.00
None
0.00
PIMCO CORPORATE & INCOME OPP
SOLEShares327.27K
TypeSH
Market value$4.55M
2.55%
Sole
327.27K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares8.55K
TypeSH
Market value$4.25M
2.38%
Sole
8.55K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares48.51K
TypeSH
Market value$3.82M
2.14%
Sole
48.51K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.46K
TypeSH
Market value$3.71M
2.08%
Sole
10.46K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares21.66K
TypeSH
Market value$3.31M
1.86%
Sole
21.66K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares37.70K
TypeSH
Market value$3.20M
1.80%
Sole
37.70K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares6.36K
TypeSH
Market value$2.94M
1.65%
Sole
6.36K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares43.57K
TypeSH
Market value$2.91M
1.63%
Sole
43.30K
Shared
0.00
None
4.00
PAYPAL HLDGS INC
SOLEShares35.06K
TypeSH
Market value$2.61M
1.46%
Sole
35.06K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares8.37K
TypeSH
Market value$2.43M
1.36%
Sole
8.37K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares34.67K
TypeSH
Market value$2.41M
1.35%
Sole
34.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 61.17K | SH | $12.52M 7.02% | 61.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 37.57K | SH | $11.42M 6.40% | 37.57K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 69.56K | SH | $9.27M 5.20% | 69.56K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 128.66K | SH | $8.95M 5.02% | 128.66K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 38.33K | SH | $8.41M 4.72% | 38.33K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 55.62K | SH | $6.90M 3.87% | 55.62K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 87.56K | SH | $6.77M 3.80% | 87.56K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 3.39K | SH | $6.77M 3.80% | 3.39K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.12K | SH | $6.73M 3.78% | 9.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 37.33K | SH | $6.58M 3.69% | 37.33K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.04K | SH | $6.33M 3.55% | 13.04K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 26.72K | SH | $6.05M 3.39% | 26.72K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 10.44K | SH | $5.48M 3.07% | 10.44K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 12.95K | SH | $5.04M 2.82% | 12.95K | 0.00 | 0.00 |
PIMCO CORPORATE & INCOME OPPSOLE | COM | 327.27K | SH | $4.55M 2.55% | 327.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.55K | SH | $4.25M 2.38% | 8.55K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 48.51K | SH | $3.82M 2.14% | 48.51K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.46K | SH | $3.71M 2.08% | 10.46K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 21.66K | SH | $3.31M 1.86% | 21.66K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 37.70K | SH | $3.20M 1.80% | 37.70K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 6.36K | SH | $2.94M 1.65% | 6.36K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 43.57K | SH | $2.91M 1.63% | 43.30K | 0.00 | 4.00 |
PAYPAL HLDGS INCSOLE | COM | 35.06K | SH | $2.61M 1.46% | 35.06K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 8.37K | SH | $2.43M 1.36% | 8.37K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 34.67K | SH | $2.41M 1.35% | 34.67K | 0.00 | 0.00 |
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