Evergreen Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Evergreen Advisors, LLC reported 17 stock positions worth $360.2 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 37.5% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 13.5%) and Vanguard Int-Term Corporate (VCIT, 13.0%). Compared with Q4 2024, it sold out of 3, added to 8 and reduced 9. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +3%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001762294
- Portfolio Value
- $360.2M (Q1 2025)
- SEC Filing
- 0001483467-25-000005 ↗ filed May 7, 2025
Holdings Value
Holdings 17 stocks · $360.2M
| SCHB Schwab US Broad Market ETF | 37.50% | 6,274,467 | $135.1M | Reduce -1.4% |
| SCHF Schwab Intl Equity ETF | 13.51% | 2,460,423 | $48.7M | Reduce -1.4% |
| VCIT Vanguard Int-Term Corporate | 12.98% | 571,724 | $46.7M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 11.18% | 1,440,267 | $40.3M | Reduce -0.3% |
| VGIT Vanguard Intermediate-Term T | 9.11% | 552,207 | $32.8M | Add +0.2% |
| VMBS Vanguard Mortgage-Backed Sec | 8.28% | 644,467 | $29.8M | Add +1.6% |
| IJR iShares Core S&P Small-Cap E | 4.94% | 170,182 | $17.8M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 5,253 | $2.9M | Reduce -10.4% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 5,674 | $1.1M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 3,888 | $1.1M | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 0.26% | 9,439 | $934K | Reduce -3.1% |
| AAPL Apple Inc. | 0.21% | 3,478 | $773K | Reduce -4.3% |
| IWD iShares Russell 1000 Value E | 0.21% | 4,082 | $768K | Add +23.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 9,830 | $596K | Add +13.9% |
| SMBK Smartfinancial Inc. | 0.10% | 11,732 | $365K | Add +0.2% |
| NVDA Nvidia Corp. | 0.07% | 2,479 | $269K | Reduce -19.2% |
| LOW Lowe's Cos Inc. | 0.06% | 951 | $222K | Reduce -19.8% |
Portfolio Sells Q4 2024 → Q1 2025
| SCHB Schwab US Broad Market ETF | Reduce -1.4% | 37.50% | −2.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 4.94% | −0.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.4% | 0.82% | −0.12 |
| PTF Invesco Dorsey Wright Tech | Sold out | 0.00% | −0.06 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.06 |
| NVDA Nvidia Corp. | Reduce -19.2% | 0.07% | −0.04 |
| AAPL Apple Inc. | Reduce -4.3% | 0.21% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -19.8% | 0.06% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -3.1% | 0.26% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.3% | 11.18% | +0.39 |
| SCHF Schwab Intl Equity ETF | Reduce -1.4% | 13.51% | +0.89 |
Portfolio Buys Q4 2024 → Q1 2025
| VCIT Vanguard Int-Term Corporate | Add +2.6% | 12.98% | +0.74 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1.6% | 8.28% | +0.42 |
| VGIT Vanguard Intermediate-Term T | Add +0.2% | 9.11% | +0.37 |
| IWD iShares Russell 1000 Value E | Add +23.4% | 0.21% | +0.05 |
| VEU Vanguard Ftse All-World Ex-U | Add +13.9% | 0.17% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.31% | +0.00 |
| SMBK Smartfinancial Inc. | Add +0.2% | 0.10% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.30% | −0.01 |
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 |