StockDriftsStockDriftsTop 50 Evergreen Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 7.66% | 69.1K | $16.3M | +2.03%(+1.37K) | $165.00(+48.52%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 5.38% | 72.6K | $11.5M | +2.01%(+1.43K) | $105.32(+57.87%) | 2026-06-30 | |
| BLV | VANGUARD BD INDEX FDS | 5.21% | 161.2K | $11.1M | +4.50%(+6.94K) | $71.62(-8.69%) | 2026-06-30 | |
| PBI | PITNEY BOWES INC | 4.97% | 605.4K | $10.6M | -13.29%(-92.79K) | $11.13(+50.37%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.82% | 20.6K | $10.3M | +4.52%(+889) | $383.33(+30.78%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.27% | 24.6K | $9.1M | -13.23%(-3.75K) | $229.57(+66.99%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.18% | 37.4K | $8.9M | +0.12%(+43) | $126.57(+107.42%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 4.15% | 4.5K | $8.9M | +21.59%(+805) | $1452.24(+26.33%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.67% | 16.4K | $7.8M | -9.12%(-1.65K) | $108.69(+292.75%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.65% | 21.8K | $7.8M | -10.03%(-2.43K) | $113.57(+203.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.06% | +48.39% | — | — | +68.29% |
| Top 20 Holdings Unweighted | +13.89% | +47.73% | — | — | +74.34% |
Evergreen Wealth Management, LLC reports $213.28M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are VIG (7.7%), VYM (5.4%) and BLV (5.2%). The top 20 holdings account for 71.15% of reported assets. Its disclosed equity book has returned +48.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Evergreen Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Evergreen Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965292). View Evergreen Wealth Management, LLC’s 13F filings on SEC