§ 13F · FUND PROFILE
Evergreen Wealth Management, LLC.
AUM · $213M (13F)Positions · 55Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 69K | $16M | 7.7% | +2% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 73K | $11M | 5.4% | +2% |
| 3 | BLV | VANGUARD BD INDEX FDS | 161K | $11M | 5.2% | +5% |
| 4 | PBI | PITNEY BOWES INC | 605K | $11M | 5.0% | −13% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21K | $10M | 4.8% | +5% |
| 6 | VTI | VANGUARD INDEX FDS | 25K | $9M | 4.3% | −13% |
| 7 | AMZN | AMAZON COM INC | 37K | $9M | 4.2% | ±0% |
| 8 | MKL | MARKEL GROUP INC | 5K | $9M | 4.2% | +22% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 16K | $8M | 3.7% | −9% |
| 10 | GOOGL | ALPHABET INC | 22K | $8M | 3.7% | −10% |
§ 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 $213 million in assets. The fund runs a portfolio of 55 positions.
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