Evergreen Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Evergreen Wealth Management, LLC reported 54 stock positions worth $193.7 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 7.5% of the portfolio, followed by Vanguard Long-Term Bond ETF (BLV, 5.5%) and Vanguard High DVD Yield ETF (VYM, 5.4%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 32 and reduced 16. The biggest buy was a new position in Accenture Class A (ACN) and the biggest sale Johnson & Johnson (JNJ, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- Williamston, MI
- CIK
- 0001965292
- Portfolio Value
- $193.7M (Q1 2026)
- SEC Filing
- 0002085853-26-000553 ↗ filed May 4, 2026
Holdings Value
Holdings 54 stocks · $193.7M
| VIG Vanguard Dividend Apprec ETF | 7.51% | 67,679 | $14.6M | Add +2.5% |
| BLV Vanguard Long-Term Bond ETF | 5.48% | 154,303 | $10.6M | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 5.44% | 71,180 | $10.5M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.86% | 19,665 | $9.4M | Add +45.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.70% | 28,375 | $9.1M | Reduce -9.9% |
| AMZN Amazon.com Inc. | 4.02% | 37,361 | $7.8M | Reduce -3.0% |
| PBI Pitney Bowes Inc. | 3.98% | 698,165 | $7.7M | Reduce -0.0% |
| MKL Markel Group Inc. | 3.68% | 3,728 | $7.1M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 3.60% | 24,244 | $7.0M | Reduce -17.0% |
| REGN Regeneron Pharmaceuticals | 3.33% | 8,344 | $6.4M | Reduce -15.1% |
| BIV Vanguard Intermediate-Term B | 3.28% | 82,274 | $6.3M | Add +1.7% |
| TSM Taiwan Semiconductor-SP ADR | 3.15% | 18,050 | $6.1M | Reduce -26.2% |
| META Meta Platforms Inc. Class A | 2.96% | 10,016 | $5.7M | Add +7.1% |
| ELV Elevance Health Inc. | 2.83% | 18,729 | $5.5M | Add +6.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.49% | 50,146 | $4.8M | Reduce -6.5% |
| RSP Invesco S&P 500 Equal Weight | 2.34% | 23,649 | $4.5M | Add +33.9% |
| PTY PIMCO Corporate & Income Opp | 2.28% | 365,641 | $4.4M | Add +3.8% |
| ACN Accenture PLC Class A | 2.14% | 20,903 | $4.1M | New |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 1.95% | 51,073 | $3.8M | Add +20.5% |
| FCNCA First Citizens Bcshs Class A | 1.70% | 1,752 | $3.3M | Add +1.5% |
| V Visa Inc. Class A | 1.70% | 10,893 | $3.3M | Add +1.1% |
| MSFT Microsoft Corp. | 1.50% | 7,849 | $2.9M | Add +12.6% |
| CVX Chevron Corp. | 1.43% | 13,424 | $2.8M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 1.43% | 36,882 | $2.8M | Reduce -3.2% |
| CSCO Cisco Systems Inc. | 1.41% | 35,275 | $2.7M | Add +1.2% |
| NFLX Netflix Inc. | 1.34% | 26,974 | $2.6M | New |
| VUSB Vanguard Ultra Short Bond Et | 1.31% | 51,111 | $2.5M | Add +9.9% |
| LMT Lockheed Martin Corp. | 1.31% | 4,210 | $2.5M | Reduce -35.1% |
| JPM JPMorgan Chase & Co. | 1.25% | 8,247 | $2.4M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.17% | 5,208 | $2.3M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.15% | 11,312 | $2.2M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 1.10% | 27,215 | $2.1M | Add +1.7% |
| LRN Stride Inc. | 1.08% | 23,629 | $2.1M | New |
| JNJ Johnson & Johnson | 0.98% | 7,755 | $1.9M | Reduce -61.1% |
| AMGN Amgen Inc. | 0.88% | 4,868 | $1.7M | Reduce -17.1% |
| UNH Unitedhealth Group Inc. | 0.82% | 5,881 | $1.6M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.77% | 6,832 | $1.5M | Add +0.0% |
| BKNG Booking Holdings Inc. | 0.73% | 337 | $1.4M | Add +49.1% |
| GOOG Alphabet Inc. Class C | 0.72% | 4,853 | $1.4M | Reduce -36.7% |
| SCHD Schwab US DVD Equity ETF | 0.71% | 44,758 | $1.4M | Reduce -3.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.71% | 7,449 | $1.4M | Add +0.1% |
| CPRT Copart Inc. | 0.69% | 40,167 | $1.3M | Add +67.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.59% | 4,455 | $1.1M | Reduce -0.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.56% | 3,559 | $1.1M | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.51% | 19,471 | $989K | New |
| JXN Jackson Financial Inc. Class A | 0.45% | 8,298 | $877K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.42% | 35,975 | $816K | Add +114.4% |
| NVR NVR Inc. | 0.41% | 121 | $795K | Add +1.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.34% | 4,540 | $662K | Add +2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 9,532 | $515K | Add +3.3% |
| VXUS Vanguard Total Intl Stock | 0.18% | 4,470 | $345K | Add +2.2% |
| CB Chubb Ltd. | 0.13% | 749 | $244K | Add +7.3% |
| AAPL Apple Inc. | 0.12% | 902 | $229K | Reduce -0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 5,698 | $209K | Add +24.1% |
Portfolio Sells Q4 2025 → Q1 2026
| JNJ Johnson & Johnson | Reduce -61.1% | 0.98% | −1.10 |
| GOOGL Alphabet Inc. Class A | Reduce -17.0% | 3.60% | −1.01 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.99 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.77 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.70 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.9% | 4.70% | −0.62 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -26.2% | 3.15% | −0.60 |
| DIS The Walt Disney Co. | Reduce -6.5% | 2.49% | −0.58 |
| GOOG Alphabet Inc. Class C | Reduce -36.7% | 0.72% | −0.49 |
| REGN Regeneron Pharmaceuticals | Reduce -15.1% | 3.33% | −0.49 |
| AMZN Amazon.com Inc. | Reduce -3.0% | 4.02% | −0.46 |
| LMT Lockheed Martin Corp. | Reduce -35.1% | 1.31% | −0.27 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.0% | 1.17% | −0.11 |
| AMGN Amgen Inc. | Reduce -17.1% | 0.88% | −0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.0% | 0.59% | −0.03 |
| AAPL Apple Inc. | Reduce -0.8% | 0.12% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.2% | 1.43% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.2% | 0.71% | +0.07 |
| PBI Pitney Bowes Inc. | Reduce -0.0% | 3.98% | +0.26 |
Portfolio Buys Q4 2025 → Q1 2026
| ACN Accenture PLC Class A | New | 2.14% | +2.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +45.8% | 4.86% | +1.45 |
| NFLX Netflix Inc. | New | 1.34% | +1.34 |
| LRN Stride Inc. | New | 1.08% | +1.08 |
| RSP Invesco S&P 500 Equal Weight | Add +33.9% | 2.34% | +0.64 |
| FND Floor & Decor Holdings Inc. Class A | New | 0.51% | +0.51 |
| CVX Chevron Corp. | Add +1.4% | 1.43% | +0.42 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 5.44% | +0.32 |
| KSPI JSC Kaspi.kz ADR | Add +20.5% | 1.95% | +0.28 |
| CPRT Copart Inc. | Add +67.2% | 0.69% | +0.21 |
| VIG Vanguard Dividend Apprec ETF | Add +2.5% | 7.51% | +0.21 |
| BLV Vanguard Long-Term Bond ETF | Add +1.8% | 5.48% | +0.17 |
| VUSB Vanguard Ultra Short Bond Et | Add +9.9% | 1.31% | +0.15 |
| BKNG Booking Holdings Inc. | Add +49.1% | 0.73% | +0.12 |
| BIV Vanguard Intermediate-Term B | Add +1.7% | 3.28% | +0.11 |
| TTD Trade Desk Inc./the Class A | Add +114.4% | 0.42% | +0.10 |
| CSCO Cisco Systems Inc. | Add +1.2% | 1.41% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 1.15% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.1% | 0.71% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +1.7% | 1.10% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.0% | 0.77% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +2.3% | 0.34% | +0.02 |
| CB Chubb Ltd. | Add +7.3% | 0.13% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +3.3% | 0.27% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +2.2% | 0.18% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +24.1% | 0.11% | −0.01 |
| PTY PIMCO Corporate & Income Opp | Add +3.8% | 2.28% | −0.01 |
| NVR NVR Inc. | Add +1.7% | 0.41% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 1.25% | −0.07 |
| UNH Unitedhealth Group Inc. | Add +1.1% | 0.82% | −0.15 |
| META Meta Platforms Inc. Class A | Add +7.1% | 2.96% | −0.15 |
| FCNCA First Citizens Bcshs Class A | Add +1.5% | 1.70% | −0.16 |
| MSFT Microsoft Corp. | Add +12.6% | 1.50% | −0.20 |
| V Visa Inc. Class A | Add +1.1% | 1.70% | −0.20 |
| MKL Markel Group Inc. | Add +3.1% | 3.68% | −0.23 |
| ELV Elevance Health Inc. | Add +6.0% | 2.83% | −0.29 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $213.3M | VIG, VYM, BLV, PBI, BRK.B |
| Q1 2026 | 54 | $193.7M | VIG, BLV, VYM, BRK.B, VTI |
| Q4 2025 | 54 | $198.6M | VIG, VTI, BLV, VYM, GOOGL |
| Q3 2025 | 51 | $190.8M | VIG, VTI, BLV, VYM, GOOGL |
| Q2 2025 | 50 | $178.3M | VIG, VTI, VYM, BLV, AMZN |
| Q1 2025 | 53 | $167.4M | VIG, VTI, VYM, BRK.B, BLV |
| Q4 2024 | 53 | $169.2M | VIG, VTI, VYM, AMZN, BLV |
| Q3 2024 | 53 | $166.2M | VIG, VYM, VTI, BLV, JEPI |
| Q2 2024 | 55 | $150.9M | VIG, VYM, BSV, VTI, AMZN |
| Q1 2024 | 55 | $147.7M | VIG, VYM, BSV, VTI, AMZN |