Evergreen Wealth Management, LLC
CIK 1965292 · Holdings on Jun 30, 2026 · First reported Jul 31, 2026
Top ten holdings
Q2 2026- VIG7.66%
- VYM5.38%
- BLV5.21%
- PBI4.97%
- BRK.B4.82%
- VTI4.27%
- AMZN4.18%
- MKL4.15%
- TSM3.67%
- GOOGL3.65%
Share classes counted separately47.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PBIWeight increased · +0.99 pp3.98% → 4.97%Shares -92.79K (-13.29%)
- DISWeight decreased · -0.91 pp2.49% → 1.58%Shares -15.03K (-29.96%)
- REGNWeight decreased · -0.85 pp3.33% → 2.48%Shares +141 (+1.69%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $16.34M | 7.66% | 69.05K shares | 7.51% → 7.66%+0.15 pp +1.37K (+2.03%) | Added | ▾ |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $11.47M | 5.38% | 72.61K shares | 5.44% → 5.38%-0.06 pp +1.43K (+2.01%) | Added | ▾ |
| 03 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $11.11M | 5.21% | 161.24K shares | 5.48% → 5.21%-0.27 pp +6.94K (+4.50%) | Added | ▾ |
| 04 | PBIPITNEY BOWES INC View history and evidence | $10.61M | 4.97% | 605.38K shares | 3.98% → 4.97%+0.99 pp -92.79K (-13.29%) | Reduced | ▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $10.28M | 4.82% | 20.55K shares | 4.86% → 4.82%-0.04 pp +889 (+4.52%) | Added | ▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $9.11M | 4.27% | 24.62K shares | 4.70% → 4.27%-0.43 pp -3.75K (-13.23%) | Reduced | ▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $8.91M | 4.18% | 37.40K shares | 4.02% → 4.18%+0.16 pp +43 (+0.12%) | Added | ▾ |
| 08 | MKLMARKEL GROUP INC View history and evidence | $8.85M | 4.15% | 4.53K shares | 3.68% → 4.15%+0.47 pp +805 (+21.59%) | Added | ▾ |
| 09 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $7.83M | 3.67% | 16.40K shares | 3.15% → 3.67%+0.52 pp -1.65K (-9.12%) | Reduced | ▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $7.80M | 3.65% | 21.81K shares | 3.60% → 3.65%+0.05 pp -2.43K (-10.03%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CSCO CISCO SYSTEMS INC | Non-derivative | -35,275 | -$2.74M | SEC filing ↗ | SEC filing ↗ |
| FND FLOOR & DECOR HOLDINGS INC-A | Non-derivative | -19,471 | -$989.11K | SEC filing ↗ | SEC filing ↗ |
| TTD TRADE DESK INC/THE -CLASS A | Non-derivative | -35,975 | -$816.27K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965292 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 213278932
}Research all 55 reported holdings.
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