Portfolio (Quarterly) Guide ↗

Evergreen Wealth Management, LLC

· CIK 0001965292

13F Portfolio $194M AUM 56 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 28 Added 13 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NVDA	NVIDIA CORPORATION	Technology	10,528	$2.0M	0.99%	SOLD
2	PYPL	PAYPAL HLDGS INC	Financial Services	26,358	$1.5M	0.78%	SOLD
3	ULTA	ULTA BEAUTY INC	Consumer Cyclical	2,302	$1.4M	0.70%	SOLD
4	ASML	ASML HOLDING N V	Technology	235	$252K	0.13%	SOLD

Sector Allocation

Financial Services 20.7%

Communication Services 20.5%

Healthcare 16.5%

Technology 16.1%

Industrials 11.0%

Consumer Cyclical 10.5%

Energy 2.6%

Consumer Defensive 2.0%