DOSSIER · 13F-HR · Q2 2026
Evergreen Advisors, LLC
$469M in tracked AUM across 31 positions as of Q2 2026.
EA
CIK 0001762294 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Evergreen Advisors, LLC has reported a significant expansion in its portfolio management activities for the quarter ending June 30, 2025. The total portfolio value surged by 234.2%, growing from $112.96M to $377.49M. This dramatic increase in assets under management (AUM) is accompanied by a structural overhaul of the portfolio's composition. The number of holdings stands at 22, indicating a focused investment approach. The portfolio is heavily concentrate...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 30