Evergreen Wealth Management, LLC
Evergreen Wealth Management, LLC reported 55 positions worth $213.3M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VIG (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $16.3M | 7.66% | 69,053 | — | — | |
| ▸ 2 | VYM | SH | $11.5M | 5.38% | 72,610 | — | — | |
| ▸ 3 | BLV | SH | $11.1M | 5.21% | 161,241 | — | — | |
| ▸ 4 | PBI | SH | $10.6M | 4.97% | 605,375 | — | — | |
| ▸ 5 | BRK-B | SH | $10.3M | 4.82% | 20,554 | — | — | |
| ▸ 6 | VTI | SH | $9.1M | 4.27% | 24,621 | — | — | |
| ▸ 7 | AMZN | SH | $8.9M | 4.18% | 37,404 | — | — | |
| ▸ 8 | MKL | SH | $8.9M | 4.15% | 4,533 | — | — | |
| ▸ 9 | TSM | SH | $7.8M | 3.67% | 16,404 | — | — | |
| ▸ 10 | GOOGL | SH | $7.8M | 3.65% | 21,813 | — | — |
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Frequently Asked Questions
What stocks does Evergreen Wealth Management, LLC hold as of Q2 2026?
Evergreen Wealth Management, LLC reported 55 positions worth $213.3M in its Q2 2026 13F filing. Largest positions: VIG (7.7%), VYM (5.4%), BLV (5.2%), PBI (5.0%) and BRK-B (4.8%).
What did Evergreen Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Evergreen Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.