Evergreen Advisors, LLC
CIK
1762294
Location
CHATTANOOGA, TN
Portfolio Value
Small
$468,560,990
Diversification
Highly concentrated
Filing Date
Global Rank
#3,995
/ 8,797
▼ 213
· as of Jun 2026
Top Industry
Semiconductors
35.7%
Period ended 3 months ago
Filed Aug 4, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
64.7%
−2.0 pts
Top 5
98.0%
+0.5 pts
Top 10
99.2%
+0.7 pts
HHI
4,899
Highly concentrated−412
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 98.8% | $462,956,310 |
| Technology | 0.7% | $3,443,516 |
| Consumer Cyclical | 0.2% | $1,013,594 |
| Financial Services | 0.1% | $556,565 |
| Communication Services | 0.1% | $367,376 |
| Industrials | 0.0% | $223,629 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | +82,057 | 10,412,853 | $303,130,889 | |
| BNDW | Vanguard Total World Bond ETF | +65,236 | 1,953,510 | $121,618,895 | |
| VB | Vanguard Morningstar Small-Cap ETF | +3,195 | 7,510 | $1,722,854 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +1,653 | 198,059 | $29,363,034 | |
| NVDA | Nvidia Corp | +1,401 | 3,369 | $674,103 | |
| TSLA | Tesla, Inc. | +997 | 1,150 | $483,690 | |
| AVGO | Broadcom Inc. | +250 | 2,009 | $758,899 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +250 | 518 | $247,381 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +46 | 9,877 | $827,198 | |
| SMBK | Smartfinancial Inc. | +26 | 11,862 | $556,565 | |
| HD | Home Depot, Inc. | +1 | 621 | $219,014 | |
| AAPL | Apple Inc. | +1 | 4,241 | $1,227,175 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 396 | $189,763 | |
| AMZN | Amazon Com Inc | 818 | $170,364 | |
| WMT | Walmart Inc. | 1,288 | $160,072 | |
| CVX | Chevron Corp | 720 | $148,968 | |
| PNFP | Pinnacle Financial Partners, Inc. | 1,604 | $138,168 | |
| PNC | Pnc Financial Services Group, Inc. | 660 | $137,339 | |
| GE | General Electric Co | 476 | $135,074 | |
| JPM | Jpmorgan Chase & Co | 439 | $129,136 | |
| LLY | ELI LILLY & Co | 128 | $117,730 | |
| PLTR | Palantir Technologies Inc. | 800 | $117,024 | |
| ORCL | Oracle Corp | 751 | $110,479 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 692 | $102,485 | |
| GEV | GE Vernova Inc. | 115 | $100,383 | |
| MHK | Mohawk Industries Inc | 1,000 | $98,460 | |
| UCB | United Community Banks Inc | 2,949 | $92,864 | |
| JNJ | Johnson & Johnson | 367 | $89,709 | |
| C | Citigroup Inc | 712 | $80,747 | |
| BILL | BILL Holdings, Inc. | 2,000 | $76,600 | |
| UNM | Unum Group | 1,000 | $73,030 | |
| AMD | Advanced Micro Devices Inc | 331 | $67,335 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 541 | $64,795 | |
| SCHW | Schwab Charles Corp | 599 | $56,294 | |
| FDX | Fedex Corp | 155 | $55,207 | |
| COST | Costco Wholesale Corp /New | 55 | $54,803 | |
| VOD | Vodafone Group Public Ltd Co | 3,623 | $54,417 | |
| No positions match the current search. | ||||
21 tracked positions ·
$468,560,990 total
· filing declares
31 positions · $468,561,299
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 10,412,853 | $303,130,889 | 64.69% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 1,953,510 | $121,618,895 | 25.96% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 198,059 | $29,363,034 | 6.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,538 | $3,388,842 | 0.72% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 7,510 | $1,722,854 | 0.37% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 6,883 | $1,628,655 | 0.35% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,241 | $1,227,175 | 0.26% | |
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
Held | 20,050 | $1,014,129 | 0.22% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 9,877 | $827,198 | 0.18% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,009 | $758,899 | 0.16% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,369 | $674,103 | 0.14% | |
| SMBK |
Smartfinancial Inc.
Financial Services
|
Added | 11,862 | $556,565 | 0.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,150 | $483,690 | 0.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,028 | $367,376 | 0.08% | |
| INTC |
Intel Corp
Technology
|
Held | 2,313 | $322,964 | 0.07% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 1,410 | $310,890 | 0.07% | |
| BKF |
iShares MSCI BIC ETF
|
Held | 1,038 | $261,814 | 0.06% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 518 | $247,381 | 0.05% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 210 | $223,629 | 0.05% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 621 | $219,014 | 0.05% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 571 | $212,994 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.