13F Insight
DOSSIER · 13F-HR · Q2 2026

Evergreen Wealth Management, LLC

$213M in tracked AUM across 55 positions as of Q2 2026.

EW
CIK 0001965292 · last filed Jun 30, 2026
Total AUM
$213M
as of Q2 2026
Holdings
55
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Evergreen Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
VIG
VANGUARD SPECIALIZED FUNDS
$16M69K7.7%02
VYM
VANGUARD WHITEHALL FDS
$11M73K5.4%03
BLV
VANGUARD BD INDEX FDS
$11M161K5.2%04
PBI
PITNEY BOWES INC
$11M605K5.0%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M21K4.8%06
VTI
VANGUARD INDEX FDS
$9M25K4.3%07
AMZN
AMAZON COM INC
$9M37K4.2%08
MKL
MARKEL GROUP INC
$9M5K4.2%09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$8M16K3.7%10
GOOGL
ALPHABET INC
$8M22K3.7%

Filing history

2026Q2Jun 30
$213M▲ 10.1%
55 positionsView →2026Q1Mar 31
$194M▼ 2.4%
56 positionsView →2025Q4Dec 31
$199M▲ 4.1%
54 positionsView →2025Q3Sep 30
$191M▲ 7.0%
51 positionsView →2025Q2Jun 30
$178M▲ 6.5%
51 positionsLocked2025Q1Mar 31
$167M▼ 1.0%
54 positionsLocked2024Q4Dec 31
$169M▲ 1.8%
53 positionsLocked2024Q3Sep 30
$166M▲ 10.1%
54 positionsLocked2024Q2Jun 30
$151M▲ 2.2%
56 positionsLocked2024Q1Mar 31
$148M▲ 8.6%
55 positionsLocked2023Q4Dec 31
$136M▲ 7.5%
55 positionsLocked2023Q3Sep 30
$127M▼ 0.9%
58 positionsLocked
Showing 12 of 15