§ 13F · FUND PROFILE
Evergreen Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $377.5T (13F)Positions · 22Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$410.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 6.17M | $161.8T | 39.5% | NEW |
| 2 | SCHF | SCHWAB STRATEGIC TR | 2.45M | $58.9T | 14.4% | NEW |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 584K | $48.9T | 11.9% | NEW |
| 4 | SCHD | SCHWAB STRATEGIC TR | 1.52M | $41.6T | 10.2% | NEW |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 560K | $33.5T | 8.2% | NEW |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | 666K | $31.3T | 7.6% | NEW |
| 7 | IJR | ISHARES TR | 178K | $21.3T | 5.2% | NEW |
| 8 | SPY | SPDR S&P 500 ETF TR | 5K | $3.5T | 0.9% | NEW |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1.3T | 0.3% | NEW |
| 10 | AAPL | APPLE INC | 4K | $1.2T | 0.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERGREEN SIGNAL
AC read
Evergreen Advisors, LLC is a Other fund managing $377486.2 trillion in assets. The fund runs a focused portfolio of just 22 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed