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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 Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 28,375.0 $9.1M 4.70% -3K -9.9% $320.81 +15.2%
2 AMZN AMAZON COM INC Consumer Cyclical 37,361.0 $7.8M 4.02% -1K -3.0% $208.27 +30.3%
3 GOOGL ALPHABET INC Communication Services 24,244.0 $7.0M 3.60% -5K -17.0% $287.56 +35.8%
4 REGN REGENERON PHARMACEUTICALS Healthcare 8,344.0 $6.4M 3.33% -1K -15.1% $772.62 -18.0%
5 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 18,050.0 $6.1M 3.15% -6K -26.2% $337.95 +25.0%
6 DIS DISNEY WALT CO Communication Services 50,146.0 $4.8M 2.50% -3K -6.5% $96.38 +7.7%
7 VEU VANGUARD INTL EQUITY INDEX F 36,882.0 $2.8M 1.43% -1K -3.2% $75.10 +11.6%
8 LMT LOCKHEED MARTIN CORP Industrials 4,210.0 $2.5M 1.31% -2K -35.1% $604.33 -11.8%
9 JNJ JOHNSON & JOHNSON Healthcare 7,755.0 $1.9M 0.98% -12K -61.1% $244.44 -5.0%
10 AMGN AMGEN INC Healthcare 4,868.0 $1.7M 0.88% -1K -17.1% $351.83 -4.1%
11 GOOG ALPHABET INC Communication Services 4,853.0 $1.4M 0.72% -3K -36.7% $286.84 +34.7%
12 SCHD SCHWAB STRATEGIC TR 44,758.0 $1.4M 0.71% -1K -3.2% $30.68 +6.1%
13 AAPL APPLE INC Technology 902.0 $229K 0.12% -7.0 -0.8% $253.82 +22.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%