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Portfolio (Quarterly) Guide ↗

Evergreen Wealth Management, LLC

· CIK 0001965292
13F Portfolio $199M AUM 54 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 66,018.0 $14.5M 7.31% NEW $219.78 +6.1%
2 VTI VANGUARD INDEX FDS 31,494.0 $10.6M 5.32% NEW $335.27 +10.2%
3 BLV VANGUARD BD INDEX FDS 151,656.0 $10.5M 5.31% NEW $69.52 -1.6%
4 VYM VANGUARD WHITEHALL FDS 70,844.0 $10.2M 5.12% NEW $143.52 +10.4%
5 GOOGL ALPHABET INC Communication Services 29,219.0 $9.1M 4.61% NEW $313.00 +25.0%
6 AMZN AMAZON COM INC Consumer Cyclical 38,527.0 $8.9M 4.48% NEW $230.82 +17.5%
7 MKL MARKEL GROUP INC Financial Services 3,616.0 $7.8M 3.91% NEW $2149.54 -13.5%
8 REGN REGENERON PHARMACEUTICALS Healthcare 9,823.0 $7.6M 3.82% NEW $771.83 -18.2%
9 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 24,466.0 $7.4M 3.74% NEW $303.89 +39.2%
10 PBI PITNEY BOWES INC Industrials 698,354.0 $7.4M 3.72% NEW $10.57 +48.9%
11 BERKSHIRE HATHAWAY INC DEL 13,489.0 $6.8M 3.41% NEW $502.63
12 BIV VANGUARD BD INDEX FDS 80,887.0 $6.3M 3.17% NEW $77.88 -1.6%
13 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 17,664.0 $6.2M 3.12% NEW $350.55 +10.8%
14 META META PLATFORMS INC Communication Services 9,353.0 $6.2M 3.11% NEW $660.06 -4.0%
15 DIS DISNEY WALT CO Communication Services 53,638.0 $6.1M 3.07% NEW $113.77 -8.6%
16 PTY PIMCO CORPORATE & INCOME OPP Financial Services 352,230.0 $4.5M 2.29% NEW $12.90 -8.3%
17 JNJ JOHNSON & JOHNSON Healthcare 19,915.0 $4.1M 2.08% NEW $206.95 +12.2%
18 V VISA INC Financial Services 10,769.0 $3.8M 1.90% NEW $350.70 -6.2%
19 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,726.0 $3.7M 1.87% NEW $2146.75 -7.3%
20 RSP INVESCO EXCHANGE TRADED FD T 17,665.0 $3.4M 1.70% NEW $191.56 +8.4%
Page 1 of 3  ·  54 positions

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 22.1%
Communication Services 21.0%
Healthcare 19.4%
Technology 14.6%
Consumer Cyclical 10.9%
Industrials 10.1%
Energy 1.8%