Evergreen Wealth Management, LLC
CIK: 0001965292SEC EDGAR →
Portfolio Value
$198.0M
Holdings
54
As of
Q4 2025
New Positions
54
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 66,018 | $14.0M | 7.07% |
| 2 | VANGUARD INDEX FDS | 31,494 | $10.0M | 5.05% |
| 3 | VANGUARD WHITEHALL FDS | 70,844 | $10.0M | 5.05% |
| 4 | VANGUARD BD INDEX FDS | 151,656 | $10.0M | 5.05% |
| 5 | ALPHABET INC | 29,219 | $9.0M | 4.55% |
| 6 | AMAZON COM INC | 38,527 | $8.0M | 4.04% |
| 7 | PITNEY BOWES INC | 698,354 | $7.0M | 3.54% |
| 8 | REGENERON PHARMACEUTICALS | 9,823 | $7.0M | 3.54% |
| 9 | MARKEL GROUP INC | 3,616 | $7.0M | 3.54% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 24,466 | $7.0M | 3.54% |
Quarterly Changes
New Positions (54)
$14.0M · 66K shares
$10.0M · 71K shares
$10.0M · 31K shares
$10.0M · 152K shares
$9.0M · 29K shares
$8.0M · 39K shares
$7.0M · 10K shares
$7.0M · 698K shares
$7.0M · 24K shares
$7.0M · 4K shares
$6.0M · 9K shares
$6.0M · 13K shares
$6.0M · 54K shares
$6.0M · 81K shares
$6.0M · 18K shares
$4.0M · 20K shares
$4.0M · 352K shares
$3.0M · 7K shares
$3.0M · 11K shares
$3.0M · 42K shares
$3.0M · 2K shares
$3.0M · 18K shares
$3.0M · 6K shares
$2.0M · 8K shares
$2.0M · 38K shares
$2.0M · 11K shares
$2.0M · 5K shares
$2.0M · 47K shares
$2.0M · 8K shares
$2.0M · 27K shares
$2.0M · 35K shares
$2.0M · 13K shares
$1.0M · 11K shares
$1.0M · 6K shares
$1.0M · 4K shares
$1.0M · 6K shares
$1.0M · 2K shares
$1.0M · 7K shares
$1.0M · 46K shares
$1.0M · 4K shares
$1.0M · 26K shares
$1.0M · 226 shares
$1.0M · 7K shares
$0 · 698 shares
$0 · 17K shares
$0 · 9K shares
$0 · 119 shares
$0 · 5K shares
$0 · 909 shares
$0 · 4K shares
$0 · 4K shares
$0 · 235 shares
$0 · 8K shares
$0 · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $84.0M | 48.3% |
| Communication Services | 4 | $23.0M | 13.2% |
| Technology | 9 | $20.0M | 11.5% |
| Healthcare | 6 | $19.0M | 10.9% |
| Consumer Cyclical | 4 | $10.0M | 5.7% |
| Industrials | 3 | $10.0M | 5.7% |
| Unknown | 1 | $6.0M | 3.4% |
| Energy | 1 | $2.0M | 1.1% |