Evergreen Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Evergreen Advisors, LLC reported 24 stock positions worth $410.0 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 39.5% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 14.4%) and Vanguard Int-Term Corporate (VCIT, 11.9%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001762294
- Portfolio Value
- $410.0M (Q4 2025)
- SEC Filing
- 0001762294-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 24 stocks · $410.0M
| SCHB Schwab US Broad Market ETF | 39.45% | 6,167,435 | $161.8M | — |
| SCHF Schwab Intl Equity ETF | 14.37% | 2,450,245 | $58.9M | — |
| VCIT Vanguard Int-Term Corporate | 11.92% | 583,718 | $48.9M | — |
| SCHD Schwab US DVD Equity ETF | 10.15% | 1,517,678 | $41.6M | — |
| VGIT Vanguard Intermediate-Term T | 8.18% | 559,518 | $33.5M | — |
| VMBS Vanguard Mortgage-Backed Sec | 7.64% | 665,812 | $31.3M | — |
| IJR iShares Core S&P Small-Cap E | 5.20% | 177,537 | $21.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 5,120 | $3.5M | — |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 5,804 | $1.3M | — |
| AAPL Apple Inc. | 0.28% | 4,271 | $1.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,699 | $905K | — |
| IWD iShares Russell 1000 Value E | 0.21% | 4,128 | $868K | — |
| AGG iShares Core U.S. Aggregate | 0.20% | 8,101 | $809K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.18% | 9,816 | $722K | — |
| SCYB Schwab High Yield Bond ETF | 0.15% | 24,010 | $634K | — |
| AVGO Broadcom Inc. | 0.15% | 1,759 | $609K | — |
| SMBK Smartfinancial Inc. | 0.11% | 11,812 | $437K | — |
| NVDA Nvidia Corp. | 0.07% | 1,622 | $303K | — |
| MSFT Microsoft Corp. | 0.06% | 522 | $252K | — |
| GOOGL Alphabet Inc. Class A | 0.06% | 783 | $245K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 499 | $243K | — |
| LOW Lowe's Cos Inc. | 0.06% | 977 | $236K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 895 | $231K | — |
| IYW iShares Ustechnology ETF | 0.05% | 1,038 | $207K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.
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 |