Evergreen Wealth Management

Williamston, MIfiles as Evergreen Wealth Management, LLC

$213m in 55 US stocks at the end of 30 June 2026. The top 10 are 48.0% of the money. It changed about 9.6% of the portfolio this quarter.

Value

$213m

Stocks

Top 10 share

48.0%

Turnover

9.6%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Index FDSVO
2.0% of the fund
Vanguard Index FDSVB
1.9% of the fund
AdobeADBE
1.1% of the fund
ASML Holding NVASML
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Specialized FundsVIG
7.7% of the fund
+2%
Vanguard Whitehall FDSVYM
5.4% of the fund
+2%
Vanguard BD Index FDSBLV
5.2% of the fund
+5%
Berkshire HathawayBRK-B
4.8% of the fund
+5%
Markel GroupMKL
4.2% of the fund
+22%
Vanguard BD Index FDSBIV
3.1% of the fund
+4%
Pimco Corporate & Income Opportunity FundPTY
2.2% of the fund
+6%
AccentureACN
2.1% of the fund
+70%
VisaV
1.8% of the fund
+5%
MicrosoftMSFT
1.7% of the fund
+23%
JPMorgan ChaseJPM
1.5% of the fund
+18%
Vanguard Intl Equity Index FVEU
1.5% of the fund
+3%
Vanguard Index FDSVTV
1.2% of the fund
+2%
UnitedHealth GroupUNH
1.2% of the fund
+2%
ChevronCVX
1.1% of the fund
+3%
Vanguard BD Index FDSBSV
1.0% of the fund
+4%
NetflixNFLX
1.0% of the fund
+6%
Booking HoldingsBKNG
1.0% of the fund
+35%
Vanguard Index FDSVOE
0.7% of the fund
+2%
CopartCPRT
0.7% of the fund
+28%
NVRNVR
0.6% of the fund
+63%
Novo Nordisk A SNVO
0.1% of the fund
+5%
AppleAAPL
0.1% of the fund
+6%
ChubbCB
0.1% of the fund
+5%

Cut

Sold some of their stake.

Pitney BowesPBI
5.0% of the fund
-13%
Vanguard Index FDSVTI
4.3% of the fund
-13%
Taiwan Semiconductor ManufacturingTSM
3.7% of the fund
-9%
AlphabetGOOGL
3.7% of the fund
-10%
Elevance HealthELV
3.2% of the fund
-7%
Walt DisneyDIS
1.6% of the fund
-30%
Joint Stock Co Kaspi.kzKSPI
1.4% of the fund
-31%
Vanguard BD Index FDSVUSB
1.0% of the fund
-13%
AlphabetGOOG
0.8% of the fund
-4%
Invesco Exchange Traded FD TRSP
0.5% of the fund
-80%
Jackson FinancialJXN
0.3% of the fund
-13%
Vanguard Intl Equity Index FVWO
0.3% of the fund
-2%

Sold out

Sold their entire stake.

Holdings

Vanguard Specialized FundsVIG
Share
7.7%
Value
$16m
Shares
69,053
+2%
Vanguard Whitehall FDSVYM
Share
5.4%
Value
$11m
Shares
72,610
+2%
Vanguard BD Index FDSBLV
Share
5.2%
Value
$11m
Shares
161,241
+5%
Pitney BowesPBI
Share
5.0%
Value
$11m
Shares
605,375
-13%
Berkshire HathawayBRK-B
Share
4.8%
Value
$10m
Shares
20,554
+5%
Vanguard Index FDSVTI
Share
4.3%
Value
$9m
Shares
24,621
-13%
Amazon.comAMZN
Share
4.2%
Value
$9m
Shares
37,404
Held
Markel GroupMKL
Share
4.2%
Value
$9m
Shares
4,533
+22%
Taiwan Semiconductor ManufacturingTSM
Share
3.7%
Value
$8m
Shares
16,404
-9%
AlphabetGOOGL
Share
3.7%
Value
$8m
Shares
21,813
-10%
Elevance HealthELV
Share
3.2%
Value
$7m
Shares
17,473
-7%
Vanguard BD Index FDSBIV
Share
3.1%
Value
$7m
Shares
85,937
+4%
Meta PlatformsMETA
Share
2.7%
Value
$6m
Shares
10,204
Held
Regeneron PharmaceuticalsREGN
Share
2.5%
Value
$5m
Shares
8,485
Held
Pimco Corporate & Income Opportunity FundPTY
Share
2.2%
Value
$5m
Shares
388,873
+6%
AccentureACN
Share
2.1%
Value
$4m
Shares
35,458
+70%
Vanguard Index FDSVO
Share
2.0%
Value
$4m
Shares
52,579
New
Vanguard Index FDSVB
Share
1.9%
Value
$4m
Shares
13,673
New
VisaV
Share
1.8%
Value
$4m
Shares
11,396
+5%
First Citizens BancsharesFCNCA
Share
1.7%
Value
$4m
Shares
1,786
Held
MicrosoftMSFT
Share
1.7%
Value
$4m
Shares
9,626
+23%
Walt DisneyDIS
Share
1.6%
Value
$3m
Shares
35,120
-30%
JPMorgan ChaseJPM
Share
1.5%
Value
$3m
Shares
9,704
+18%
Vanguard Intl Equity Index FVEU
Share
1.5%
Value
$3m
Shares
37,853
+3%
Joint Stock Co Kaspi.kzKSPI
Share
1.4%
Value
$3m
Shares
35,120
-31%
Vanguard Index FDSVUG
Share
1.3%
Value
$3m
Shares
31,866
Held
Vanguard Index FDSVTV
Share
1.2%
Value
$3m
Shares
11,568
+2%
UnitedHealth GroupUNH
Share
1.2%
Value
$3m
Shares
6,021
+2%
AdobeADBE
Share
1.1%
Value
$2m
Shares
11,345
New
ChevronCVX
Share
1.1%
Value
$2m
Shares
13,836
+3%
Vanguard BD Index FDSVUSB
Share
1.0%
Value
$2m
Shares
44,659
-13%
Vanguard BD Index FDSBSV
Share
1.0%
Value
$2m
Shares
28,421
+4%
Lockheed MartinLMT
Share
1.0%
Value
$2m
Shares
4,264
Held
StrideLRN
Share
1.0%
Value
$2m
Shares
24,100
Held
NetflixNFLX
Share
1.0%
Value
$2m
Shares
28,707
+6%
Booking HoldingsBKNG
Share
1.0%
Value
$2m
Shares
11,374
+35%
Johnson & JohnsonJNJ
Share
0.9%
Value
$2m
Shares
7,848
Held
AmgenAMGN
Share
0.8%
Value
$2m
Shares
4,964
Held
Vanguard Index FDSVBR
Share
0.8%
Value
$2m
Shares
6,812
Held
AlphabetGOOG
Share
0.8%
Value
$2m
Shares
4,640
-4%
Vanguard Index FDSVOE
Share
0.7%
Value
$2m
Shares
7,627
+2%
CopartCPRT
Share
0.7%
Value
$1m
Shares
51,220
+28%
Schwab Strategic TRSCHD
Share
0.7%
Value
$1m
Shares
44,858
Held
Vanguard Index FDSVOT
Share
0.7%
Value
$1m
Shares
4,537
Held
NVRNVR
Share
0.6%
Value
$1m
Shares
197
+63%
Vanguard Index FDSVBK
Share
0.6%
Value
$1m
Shares
3,597
Held
Invesco Exchange Traded FD TRSP
Share
0.5%
Value
$1m
Shares
4,841
-80%
Jackson FinancialJXN
Share
0.3%
Value
$737,003
Shares
7,198
-13%
Vanguard Intl Equity Index FVSS
Share
0.3%
Value
$690,820
Shares
4,477
Held
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$554,869
Shares
9,296
-2%
Vanguard Star FDSVXUS
Share
0.2%
Value
$376,395
Shares
4,403
Held
Novo Nordisk A SNVO
Share
0.1%
Value
$287,513
Shares
5,997
+5%
AppleAAPL
Share
0.1%
Value
$275,486
Shares
952
+6%
ChubbCB
Share
0.1%
Value
$267,159
Shares
784
+5%
ASML Holding NVASML
Share
0.1%
Value
$229,372
Shares
115
New

Company	Share of fund	Value	Shares	Change
Vanguard Specialized FundsVIG	7.7%	$16m	69,053	+2%
Vanguard Whitehall FDSVYM	5.4%	$11m	72,610	+2%
Vanguard BD Index FDSBLV	5.2%	$11m	161,241	+5%
Pitney BowesPBI	5.0%	$11m	605,375	-13%
Berkshire HathawayBRK-B	4.8%	$10m	20,554	+5%
Vanguard Index FDSVTI	4.3%	$9m	24,621	-13%
Amazon.comAMZN	4.2%	$9m	37,404	Held
Markel GroupMKL	4.2%	$9m	4,533	+22%
Taiwan Semiconductor ManufacturingTSM	3.7%	$8m	16,404	-9%
AlphabetGOOGL	3.7%	$8m	21,813	-10%
Elevance HealthELV	3.2%	$7m	17,473	-7%
Vanguard BD Index FDSBIV	3.1%	$7m	85,937	+4%
Meta PlatformsMETA	2.7%	$6m	10,204	Held
Regeneron PharmaceuticalsREGN	2.5%	$5m	8,485	Held
Pimco Corporate & Income Opportunity FundPTY	2.2%	$5m	388,873	+6%
AccentureACN	2.1%	$4m	35,458	+70%
Vanguard Index FDSVO	2.0%	$4m	52,579	New
Vanguard Index FDSVB	1.9%	$4m	13,673	New
VisaV	1.8%	$4m	11,396	+5%
First Citizens BancsharesFCNCA	1.7%	$4m	1,786	Held
MicrosoftMSFT	1.7%	$4m	9,626	+23%
Walt DisneyDIS	1.6%	$3m	35,120	-30%
JPMorgan ChaseJPM	1.5%	$3m	9,704	+18%
Vanguard Intl Equity Index FVEU	1.5%	$3m	37,853	+3%
Joint Stock Co Kaspi.kzKSPI	1.4%	$3m	35,120	-31%
Vanguard Index FDSVUG	1.3%	$3m	31,866	Held
Vanguard Index FDSVTV	1.2%	$3m	11,568	+2%
UnitedHealth GroupUNH	1.2%	$3m	6,021	+2%
AdobeADBE	1.1%	$2m	11,345	New
ChevronCVX	1.1%	$2m	13,836	+3%
Vanguard BD Index FDSVUSB	1.0%	$2m	44,659	-13%
Vanguard BD Index FDSBSV	1.0%	$2m	28,421	+4%
Lockheed MartinLMT	1.0%	$2m	4,264	Held
StrideLRN	1.0%	$2m	24,100	Held
NetflixNFLX	1.0%	$2m	28,707	+6%
Booking HoldingsBKNG	1.0%	$2m	11,374	+35%
Johnson & JohnsonJNJ	0.9%	$2m	7,848	Held
AmgenAMGN	0.8%	$2m	4,964	Held
Vanguard Index FDSVBR	0.8%	$2m	6,812	Held
AlphabetGOOG	0.8%	$2m	4,640	-4%
Vanguard Index FDSVOE	0.7%	$2m	7,627	+2%
CopartCPRT	0.7%	$1m	51,220	+28%
Schwab Strategic TRSCHD	0.7%	$1m	44,858	Held
Vanguard Index FDSVOT	0.7%	$1m	4,537	Held
NVRNVR	0.6%	$1m	197	+63%
Vanguard Index FDSVBK	0.6%	$1m	3,597	Held
Invesco Exchange Traded FD TRSP	0.5%	$1m	4,841	-80%
Jackson FinancialJXN	0.3%	$737,003	7,198	-13%
Vanguard Intl Equity Index FVSS	0.3%	$690,820	4,477	Held
Vanguard Intl Equity Index FVWO	0.3%	$554,869	9,296	-2%
Vanguard Star FDSVXUS	0.2%	$376,395	4,403	Held
Novo Nordisk A SNVO	0.1%	$287,513	5,997	+5%
AppleAAPL	0.1%	$275,486	952	+6%
ChubbCB	0.1%	$267,159	784	+5%
ASML Holding NVASML	0.1%	$229,372	115	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.6% since 30 June 2025.

Where the money is

Technology15.0%

Financial services14.5%

Media & telecom9.7%

Health care8.7%

Retail & consumer6.7%

Industrials1.8%

Energy1.1%

Other42.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.