Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evergreen Wealth Management, LLC (CIK 1965292) reported $193.7M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($14.6M, 7.51%), BLV ($10.6M, 5.48%), VYM ($10.5M, 5.44%), BRK/B ($9.4M, 4.86%), VTI ($9.1M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $14.6M | 7.51% | 67,679 | Added |
| 2 | BLV | VANGUARD BD INDEX FDS | $10.6M | 5.48% | 154,303 | Added |
| 3 | VYM | VANGUARD WHITEHALL FDS | $10.5M | 5.44% | 71,180 | Added |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.4M | 4.86% | 19,665 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $9.1M | 4.70% | 28,375 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $7.8M | 4.02% | 37,361 | Trimmed |
| 7 | PBI | PITNEY BOWES INC | $7.7M | 3.98% | 698,165 | Trimmed |
| 8 | MKL | MARKEL GROUP INC | $7.1M | 3.68% | 3,728 | Added |
| 9 | GOOGL | ALPHABET INC | $7.0M | 3.60% | 24,244 | Trimmed |
| 10 | REGN | REGENERON PHARMACEUTICALS | $6.4M | 3.33% | 8,344 | Trimmed |
| 11 | BIV | VANGUARD BD INDEX FDS | $6.3M | 3.28% | 82,274 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.1M | 3.15% | 18,050 | Trimmed |
| 13 | META | META PLATFORMS INC | $5.7M | 2.96% | 10,016 | Added |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | $5.5M | 2.83% | 18,729 | Added |
| 15 | DIS | DISNEY WALT CO | $4.8M | 2.49% | 50,146 | Trimmed |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $4.5M | 2.34% | 23,649 | Added |
| 17 | PTY | PIMCO CORPORATE & INCOME OPP | $4.4M | 2.28% | 365,641 | Added |
| 18 | ACN | ACCENTURE PLC IRELAND | $4.1M | 2.14% | 20,903 | New |
| 19 | KSPI | KASPI KZ JSC | $3.8M | 1.95% | 51,073 | Added |
| 20 | FCNCA | FIRST CTZNS BANCSHARES INC D | $3.3M | 1.70% | 1,752 | Added |
| 21 | V | VISA INC | $3.3M | 1.70% | 10,893 | Added |
| 22 | MSFT | MICROSOFT CORP | $2.9M | 1.50% | 7,849 | Added |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $2.8M | 1.43% | 36,882 | Trimmed |
| 24 | CVX | CHEVRON CORPORATION | $2.8M | 1.43% | 13,424 | Added |
| 25 | CSCO | CISCO SYS INC | $2.7M | 1.41% | 35,275 | Added |
Source: SEC Form 13F filings · as of 2026-03-31