§ 13F · FUND PROFILE
Evergreen Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178.3T (13F)Positions · 51Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.4T 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 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 66K | $14.5T | 7.3% | +7% |
| 2 | VTI | VANGUARD INDEX FDS | 31K | $10.6T | 5.3% | −17% |
| 3 | BLV | VANGUARD BD INDEX FDS | 152K | $10.5T | 5.3% | +4% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 71K | $10.2T | 5.1% | +1% |
| 5 | GOOGL | ALPHABET INC | 29K | $9.1T | 4.6% | −18% |
| 6 | AMZN | AMAZON COM INC | 39K | $8.9T | 4.5% | +1% |
| 7 | MKL | MARKEL GROUP INC | 4K | $7.8T | 3.9% | +2% |
| 8 | REGN | REGENERON PHARMACEUTICALS | 10K | $7.6T | 3.8% | +2% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 24K | $7.4T | 3.7% | +2% |
| 10 | PBI | PITNEY BOWES INC | 698K | $7.4T | 3.7% | +19% |
§ 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 $178303.5 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed