Filed: 11/3/2025ACC: 0002085853-25-000212
📋 What this filing means
EVERGREEN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $190.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$190.78M
Total AUM (reported)
2M
Total Shares
Allocation by class
COM$76.28M40.0%
DIV APP ETF$13.38M7.0%
TOTAL STK MKT$12.49M6.5%
LONG TERM BOND$10.37M5.4%
SPONSORED ADS$10.02M5.3%
HIGH DIV YLD$9.84M5.2%
CL A$9.33M4.9%
Portfolio Concentration
Top 3$36.23M19.0%
4–10$53.65M28.1%
11–25$65.19M34.2%
Rest$35.70M18.7%
Top 3 weight
19.0%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 2M
Sole
Full voting authority
2M
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)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
VANGUARD SPECIALIZED FUNDS
SOLEShares61.98K
TypeSH
Market value$13.38M
7.01%
Sole
61.98K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares38.05K
TypeSH
Market value$12.49M
6.55%
Sole
38.05K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares146.35K
TypeSH
Market value$10.37M
5.44%
Sole
146.35K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares69.82K
TypeSH
Market value$9.84M
5.16%
Sole
69.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares35.74K
TypeSH
Market value$8.69M
4.55%
Sole
35.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares38.04K
TypeSH
Market value$8.35M
4.38%
Sole
38.04K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares3.54K
TypeSH
Market value$6.77M
3.55%
Sole
3.54K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares24.02K
TypeSH
Market value$6.71M
3.52%
Sole
24.02K
Shared
0.00
None
0.00
PITNEY BOWES INC
SOLEShares586.42K
TypeSH
Market value$6.69M
3.51%
Sole
586.42K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.12K
TypeSH
Market value$6.60M
3.46%
Sole
13.12K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares8.59K
TypeSH
Market value$6.31M
3.31%
Sole
8.59K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares78.06K
TypeSH
Market value$6.10M
3.20%
Sole
78.06K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares52.63K
TypeSH
Market value$6.03M
3.16%
Sole
52.63K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares17.28K
TypeSH
Market value$5.58M
2.93%
Sole
17.28K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares9.63K
TypeSH
Market value$5.41M
2.84%
Sole
9.63K
Shared
0.00
None
0.00
FISERV INC
SOLEShares39.25K
TypeSH
Market value$5.06M
2.65%
Sole
39.25K
Shared
0.00
None
0.00
PIMCO CORPORATE & INCOME OPP
SOLEShares336.85K
TypeSH
Market value$4.86M
2.55%
Sole
336.85K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares19.93K
TypeSH
Market value$3.69M
1.94%
Sole
19.93K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.56K
TypeSH
Market value$3.61M
1.89%
Sole
10.56K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.92K
TypeSH
Market value$3.59M
1.88%
Sole
6.92K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares40.60K
TypeSH
Market value$3.32M
1.74%
Sole
40.60K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares6.34K
TypeSH
Market value$3.16M
1.66%
Sole
6.34K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC D
SOLEShares1.69K
TypeSH
Market value$3.02M
1.58%
Sole
1.69K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares39.76K
TypeSH
Market value$2.84M
1.49%
Sole
39.76K
Shared
0.00
None
4.00
VANGUARD INDEX FDS
SOLEShares5.45K
TypeSH
Market value$2.61M
1.37%
Sole
5.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 61.98K | SH | $13.38M 7.01% | 61.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 38.05K | SH | $12.49M 6.55% | 38.05K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 146.35K | SH | $10.37M 5.44% | 146.35K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 69.82K | SH | $9.84M 5.16% | 69.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 35.74K | SH | $8.69M 4.55% | 35.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 38.04K | SH | $8.35M 4.38% | 38.04K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 3.54K | SH | $6.77M 3.55% | 3.54K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 24.02K | SH | $6.71M 3.52% | 24.02K | 0.00 | 0.00 |
PITNEY BOWES INCSOLE | COM | 586.42K | SH | $6.69M 3.51% | 586.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.12K | SH | $6.60M 3.46% | 13.12K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.59K | SH | $6.31M 3.31% | 8.59K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 78.06K | SH | $6.10M 3.20% | 78.06K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 52.63K | SH | $6.03M 3.16% | 52.63K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 17.28K | SH | $5.58M 2.93% | 17.28K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 9.63K | SH | $5.41M 2.84% | 9.63K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 39.25K | SH | $5.06M 2.65% | 39.25K | 0.00 | 0.00 |
PIMCO CORPORATE & INCOME OPPSOLE | COM | 336.85K | SH | $4.86M 2.55% | 336.85K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 19.93K | SH | $3.69M 1.94% | 19.93K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.56K | SH | $3.61M 1.89% | 10.56K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.92K | SH | $3.59M 1.88% | 6.92K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 40.60K | SH | $3.32M 1.74% | 40.60K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 6.34K | SH | $3.16M 1.66% | 6.34K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 1.69K | SH | $3.02M 1.58% | 1.69K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 39.76K | SH | $2.84M 1.49% | 39.76K | 0.00 | 4.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.45K | SH | $2.61M 1.37% | 5.45K | 0.00 | 0.00 |
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