Evergreen Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Evergreen Advisors, LLC reported 31 stock positions worth $468.6 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 38.9% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 14.7%) and Vanguard Int-Term Corporate (VCIT, 11.2%). Compared with Q1 2026, it sold out of 137, added to 20 and reduced 2. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +0%) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001762294
- Portfolio Value
- $468.6M (Q2 2026)
- SEC Filing
- 0001762294-26-000004 ↗ filed Aug 4, 2026
Holdings Value
Holdings 31 stocks · $468.6M
| SCHB Schwab US Broad Market ETF | 38.94% | 6,300,530 | $182.5M | Add +0.3% |
| SCHF Schwab Intl Equity ETF | 14.65% | 2,478,368 | $68.7M | Add +0.3% |
| VCIT Vanguard Int-Term Corporate | 11.25% | 637,756 | $52.7M | Add +3.7% |
| SCHD Schwab US DVD Equity ETF | 10.61% | 1,568,137 | $49.7M | Add +1.1% |
| VGIT Vanguard Intermediate-Term T | 7.57% | 601,308 | $35.5M | Add +3.6% |
| VMBS Vanguard Mortgage-Backed Sec | 7.14% | 714,446 | $33.4M | Add +3.1% |
| IJR iShares Core S&P Small-Cap E | 5.88% | 185,830 | $27.6M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 4,538 | $3.4M | Reduce -1.3% |
| SCHV Schwab US Large-Cap Value | 0.49% | 65,818 | $2.3M | Add +187.5% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 6,883 | $1.6M | Reduce -0.2% |
| AAPL Apple Inc. | 0.26% | 4,241 | $1.2M | Add +0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 20,050 | $1.0M | No change |
| IWD iShares Russell 1000 Value E | 0.21% | 4,128 | $1.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 2,670 | $988K | Add +0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.18% | 9,877 | $827K | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 0.17% | 8,101 | $802K | No change |
| AVGO Broadcom Inc. | 0.16% | 2,009 | $759K | Add +14.2% |
| NVDA Nvidia Corp. | 0.14% | 3,369 | $674K | Add +71.2% |
| SMBK Smartfinancial Inc. | 0.12% | 11,862 | $557K | Add +0.2% |
| TSLA Tesla Inc. | 0.10% | 1,150 | $484K | Add +651.6% |
| GOOGL Alphabet Inc. Class A | 0.08% | 1,028 | $367K | No change |
| INTC Intel Corp. | 0.07% | 2,313 | $323K | No change |
| LOW Lowe's Cos Inc. | 0.07% | 1,410 | $311K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 901 | $273K | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.06% | 1,038 | $262K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 3,010 | $259K | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 518 | $247K | Add +93.3% |
| CAT Caterpillar Inc. | 0.05% | 210 | $224K | No change |
| HD Home Depot Inc. | 0.05% | 621 | $219K | Add +0.2% |
| MSFT Microsoft Corp. | 0.05% | 571 | $213K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 929 | $202K | Add +353.2% |
Portfolio Sells Q1 2026 → Q2 2026
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.04 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.04 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.04 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.04 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.03 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.03 |
| GE General Electric | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.03 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.02 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.02 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.02 |
| UCB United Community Banks | Sold out | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.02 |
| C Citigroup Inc. | Sold out | 0.00% | −0.02 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.02 |
| UNM Unum Group | Sold out | 0.00% | −0.02 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.02 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.01 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.01 |
| VOD Vodafone Group PLC-SP ADR | Sold out | 0.00% | −0.01 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.01 |
| SCYB Schwab High Yield Bond ETF | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.01 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −0.01 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.01 |
| PM Philip Morris International | Sold out | 0.00% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.01 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.01 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.01 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.01 |
| ARW Arrow Electronics Inc. | Sold out | 0.00% | −0.01 |
| COP Conocophillips | Sold out | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.01 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.01 |
| AXP American Express Co. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHB Schwab US Broad Market ETF | Add +0.3% | 38.94% | +1.92 |
| IJR iShares Core S&P Small-Cap E | Add +1.8% | 5.88% | +0.55 |
| SCHV Schwab US Large-Cap Value | Add +187.5% | 0.49% | +0.33 |
| SCHF Schwab Intl Equity ETF | Add +0.3% | 14.65% | +0.29 |
| TSLA Tesla Inc. | Add +651.6% | 0.10% | +0.09 |
| NVDA Nvidia Corp. | Add +71.2% | 0.14% | +0.06 |
| AVGO Broadcom Inc. | Add +14.2% | 0.16% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +353.2% | 0.04% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +93.3% | 0.05% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.21% | +0.01 |
| SMBK Smartfinancial Inc. | Add +0.2% | 0.12% | +0.01 |
| AAPL Apple Inc. | Add +0.0% | 0.26% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.5% | 0.06% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.5% | 0.18% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.06% | +0.00 |
| HD Home Depot Inc. | Add +0.2% | 0.05% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Add +3.1% | 7.14% | −0.50 |
| VGIT Vanguard Intermediate-Term T | Add +3.6% | 7.57% | −0.55 |
| SCHD Schwab US DVD Equity ETF | Add +1.1% | 10.61% | −0.56 |
| VCIT Vanguard Int-Term Corporate | Add +3.7% | 11.25% | −0.70 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $468.6M | SCHB, SCHF, VCIT, SCHD, VGIT |
| Q1 2026 | 168 | $425.8M | SCHB, SCHF, VCIT, SCHD, VGIT |
| Q4 2025 | 24 | $410.0M | SCHB, SCHF, VCIT, SCHD, VGIT |
| Q2 2025 | 22 | $377.5M | SCHB, SCHF, VCIT, SCHD, VGIT |
| Q1 2025 | 17 | $360.2M | SCHB, SCHF, VCIT, SCHD, VGIT |
| Q4 2024 | 20 | $365.8M | SCHB, SCHF, VCIT, SCHD, VGIT |
| Q3 2024 | 17 | $362.2M | SCHB, SCHF, VCIT, SCHD, VGIT |
| Q2 2024 | 16 | $334.0M | SCHB, SCHF, VCIT, SCHD, VGIT |
| Q1 2024 | 18 | $327.4M | SCHB, SCHF, VCIT, SCHD, VGIT |