Latest Evergreen Wealth Management, LLC Stock Portfolio

Evergreen Wealth Management, LLC Performance:

2025 Q4: 3.61%YTD: 12.08%2024: 15.03%

Performance for 2025 Q4 is 3.61%, and YTD is 12.08%, and 2024 is 15.03%.

About Evergreen Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evergreen Wealth Management, LLC reported an equity portfolio of $198.6 Millions as of 31 Dec, 2025.

The top stock holdings of Evergreen Wealth Management, LLC are VIG, VB, BIV. The fund has invested 7.3% of it's portfolio in VANGUARD SPECIALIZED FUNDS and 5.3% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off FISERV INC stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), VANGUARD INDEX FDS (VB) and VANGUARD INTL EQUITY INDEX F (VEU). Evergreen Wealth Management, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), PAYPAL HLDGS INC (PYPL) and NOVO-NORDISK A S. The fund showed a lot of confidence in some stocks as they added substantially to PITNEY BOWES INC (PBI), VANGUARD BD INDEX FDS (VUSB) and META PLATFORMS INC (META).

Evergreen Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Evergreen Wealth Management, LLC made a return of 3.61% in the last quarter. In trailing 12 months, it's portfolio return was 12.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco exchange traded fd t	3,383,950
paypal hldgs inc	1,538,800
novo-nordisk a s	233,663
chubb limited	217,970

New stocks bought by Evergreen Wealth Management, LLC

Additions

Ticker	% Inc.
pitney bowes inc	19.09
vanguard bd index fds	14.62
meta platforms inc	8.92
vanguard specialized funds	6.51
pimco corporate & income opp	4.57
kaspi kz jsc	4.41
the trade desk inc	4.03
asml holding n v	3.98

Additions to existing portfolio by Evergreen Wealth Management, LLC

Reductions

Ticker	% Reduced
alphabet inc	-21.97
alphabet inc	-18.24
vanguard index fds	-17.23
vanguard intl equity index f	-5.44
vanguard intl equity index f	-5.21
vanguard index fds	-5.16
vanguard index fds	-5.14
vanguard index fds	-4.97

Evergreen Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
fiserv inc	-5,061,010

Evergreen Wealth Management, LLC got rid off the above stocks

Sector Distribution

Evergreen Wealth Management, LLC has about 51.1% of it's holdings in Others sector.

Sector	%
Others	51.1
Communication Services	12
Healthcare	10.9
Financial Services	8.5
Consumer Cyclical	6.2
Industrials	5.8
Technology	4.5

Market Cap. Distribution

Evergreen Wealth Management, LLC has about 44.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	51.1
MEGA-CAP	23.5
LARGE-CAP	21.2
SMALL-CAP	3.7

Stocks belong to which Index?

About 44.7% of the stocks held by Evergreen Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	55.3
S&P 500	40.5
RUSSELL 2000	4.2

Top 5 Winners (%)		%
REGN	regeneron pharmaceuticals	36.8 %
GOOG	alphabet inc	26.1 %
GOOG	alphabet inc	25.7 %
FCNCA	first ctzns bancshares inc d	19.8 %
AMGN	amgen inc	15.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.3 M
REGN	regeneron pharmaceuticals	2.0 M
MKL	markel group inc	0.9 M
GOOG	alphabet inc	0.6 M
FCNCA	first ctzns bancshares inc d	0.6 M

Top 5 Losers (%)		%
TTD	the trade desk inc	-22.2 %
CPRT	copart inc	-12.7 %
	pimco corporate & income opp	-10.5 %
META	meta platforms inc	-9.8 %
NVR	nvr inc	-9.2 %

Top 5 Losers ($)		$
META	meta platforms inc	-0.7 M
PBI	pitney bowes inc	-0.5 M
	pimco corporate & income opp	-0.5 M
MSFT	microsoft corp	-0.2 M
BIV	vanguard bd index fds	-0.2 M

Evergreen Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Evergreen Wealth Management, LLC

Evergreen Wealth Management, LLC has 54 stocks in it's portfolio. About 47.3% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Evergreen Wealth Management, LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.12	909	247,212	reduced	-0.66

AMGN	amgen inc	0.97	5,872	1,922,060	added	1.47

AMZN	amazon com inc	4.48	38,527	8,892,720	added	1.28

BIV	vanguard bd index fds	5.31	151,656	10,543,100	added	3.62

BIV	vanguard bd index fds	3.17	80,887	6,299,510	added	3.62

BIV	vanguard bd index fds	1.06	26,749	2,108,050	added	3.71

BKNG	booking holdings inc	0.61	226	1,211,010	added	3.2

CB	chubb limited	0.11	698	217,970	new

CPRT	copart inc	0.47	24,027	940,674	added	3.62

CSCO	cisco sys inc	1.35	34,856	2,684,940	reduced	-0.77

CSD	invesco exchange traded fd t	1.70	17,665	3,383,950	new

CVX	chevron corp new	1.02	13,239	2,017,680	added	1.7

DIS	disney walt co	3.07	53,638	6,102,400	added	1.92

ELV	elevance health inc formerly	3.12	17,664	6,192,070	added	2.2

FCNCA	first ctzns bancshares inc d	1.87	1,726	3,705,280	added	2.19

FNDA	schwab strategic tr	0.64	46,221	1,267,840	added	2.69

GOOG	alphabet inc	4.61	29,219	9,145,660	reduced	-18.24

GOOG	alphabet inc	1.21	7,663	2,404,780	reduced	-21.97

JNJ	johnson & johnson	2.08	19,915	4,121,450	reduced	-0.06

JPM	jpmorgan chase & co.	1.32	8,136	2,621,530	added	2.24