Filed: 5/4/2026ACC: 0002085853-26-000553
📋 What this filing means
EVERGREEN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $193.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$193.74M
Total AUM (reported)
2.24M
Total Shares
Allocation by class
COM$71.09M36.7%
DIV APP ETF$14.56M7.5%
LONG TERM BOND$10.61M5.5%
HIGH DIV YLD$10.54M5.4%
CL A$10.02M5.2%
SPONSORED ADS$9.88M5.1%
CL B NEW$9.42M4.9%
Portfolio Concentration
Top 3$35.71M18.4%
4–10$54.58M28.2%
11–25$63.16M32.6%
Rest$40.30M20.8%
Top 3 weight
18.4%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Sole
Full voting authority
2.24M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
VANGUARD SPECIALIZED FUNDS
SOLEShares67.68K
TypeSH
Market value$14.56M
7.51%
Sole
67.68K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares154.30K
TypeSH
Market value$10.61M
5.48%
Sole
154.30K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares71.18K
TypeSH
Market value$10.54M
5.44%
Sole
71.18K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.66K
TypeSH
Market value$9.42M
4.86%
Sole
19.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares28.38K
TypeSH
Market value$9.10M
4.70%
Sole
28.37K
Shared
0.00
None
2.00
AMAZON COM INC
SOLEShares37.36K
TypeSH
Market value$7.78M
4.02%
Sole
37.36K
Shared
0.00
None
0.00
PITNEY BOWES INC
SOLEShares698.16K
TypeSH
Market value$7.71M
3.98%
Sole
698.16K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares3.73K
TypeSH
Market value$7.13M
3.68%
Sole
3.73K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.24K
TypeSH
Market value$6.97M
3.60%
Sole
24.24K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares8.34K
TypeSH
Market value$6.45M
3.33%
Sole
8.34K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares82.27K
TypeSH
Market value$6.35M
3.28%
Sole
82.27K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares18.05K
TypeSH
Market value$6.10M
3.15%
Sole
18.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares10.02K
TypeSH
Market value$5.73M
2.96%
Sole
10.02K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares18.73K
TypeSH
Market value$5.48M
2.83%
Sole
18.73K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares50.15K
TypeSH
Market value$4.83M
2.49%
Sole
50.15K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares23.65K
TypeSH
Market value$4.54M
2.34%
Sole
23.65K
Shared
0.00
None
0.00
PIMCO CORPORATE & INCOME OPP
SOLEShares365.64K
TypeSH
Market value$4.41M
2.28%
Sole
365.64K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares20.90K
TypeSH
Market value$4.14M
2.14%
Sole
20.90K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares51.07K
TypeSH
Market value$3.78M
1.95%
Sole
51.07K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC D
SOLEShares1.75K
TypeSH
Market value$3.30M
1.70%
Sole
1.75K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.89K
TypeSH
Market value$3.29M
1.70%
Sole
10.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.85K
TypeSH
Market value$2.91M
1.50%
Sole
7.85K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares13.42K
TypeSH
Market value$2.78M
1.43%
Sole
13.42K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares36.88K
TypeSH
Market value$2.77M
1.43%
Sole
36.88K
Shared
0.00
None
4.00
CISCO SYS INC
SOLEShares35.27K
TypeSH
Market value$2.74M
1.41%
Sole
35.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 67.68K | SH | $14.56M 7.51% | 67.68K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 154.30K | SH | $10.61M 5.48% | 154.30K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 71.18K | SH | $10.54M 5.44% | 71.18K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.66K | SH | $9.42M 4.86% | 19.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.38K | SH | $9.10M 4.70% | 28.37K | 0.00 | 2.00 |
AMAZON COM INCSOLE | COM | 37.36K | SH | $7.78M 4.02% | 37.36K | 0.00 | 0.00 |
PITNEY BOWES INCSOLE | COM | 698.16K | SH | $7.71M 3.98% | 698.16K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 3.73K | SH | $7.13M 3.68% | 3.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.24K | SH | $6.97M 3.60% | 24.24K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 8.34K | SH | $6.45M 3.33% | 8.34K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 82.27K | SH | $6.35M 3.28% | 82.27K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 18.05K | SH | $6.10M 3.15% | 18.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 10.02K | SH | $5.73M 2.96% | 10.02K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 18.73K | SH | $5.48M 2.83% | 18.73K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 50.15K | SH | $4.83M 2.49% | 50.15K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 23.65K | SH | $4.54M 2.34% | 23.65K | 0.00 | 0.00 |
PIMCO CORPORATE & INCOME OPPSOLE | COM | 365.64K | SH | $4.41M 2.28% | 365.64K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 20.90K | SH | $4.14M 2.14% | 20.90K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 51.07K | SH | $3.78M 1.95% | 51.07K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 1.75K | SH | $3.30M 1.70% | 1.75K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.89K | SH | $3.29M 1.70% | 10.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.85K | SH | $2.91M 1.50% | 7.85K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 13.42K | SH | $2.78M 1.43% | 13.42K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 36.88K | SH | $2.77M 1.43% | 36.88K | 0.00 | 4.00 |
CISCO SYS INCSOLE | COM | 35.27K | SH | $2.74M 1.41% | 35.27K | 0.00 | 0.00 |
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