§ 13F · FUND PROFILE
Evergreen Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $191M (13F)Positions · 51Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 68K | $15M | 7.5% | +3% |
| 2 | BLV | VANGUARD BD INDEX FDS | 154K | $11M | 5.5% | +2% |
| 3 | VYM | VANGUARD WHITEHALL FDS | 71K | $11M | 5.4% | ±0% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 20K | $9M | 4.9% | +46% |
| 5 | VTI | VANGUARD INDEX FDS | 28K | $9M | 4.7% | −10% |
| 6 | AMZN | AMAZON COM INC | 37K | $8M | 4.0% | −3% |
| 7 | PBI | PITNEY BOWES INC | 698K | $8M | 4.0% | ±0% |
| 8 | MKL | MARKEL GROUP INC | 4K | $7M | 3.7% | +3% |
| 9 | GOOGL | ALPHABET INC | 24K | $7M | 3.6% | −17% |
| 10 | REGN | REGENERON PHARMACEUTICALS | 8K | $6M | 3.3% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERGREEN SIGNAL
AC read
Evergreen Wealth Management, LLC is a Other fund managing $191 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed