Evergreen Wealth Management, LLC

CIK

1965292

Location

Williamston, MI

Portfolio Value

Small $116,733,532

Diversification

Diversified

Filing Date

Global Rank

#5,366 / 8,623 ▲ 108 · as of Mar 2026

Top Industry

Internet Content & Information 10.9%

3Y Alpha vs SPY

-1.2%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+67.6%

SPY

+65.3%

Annualised alpha

+0.5%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

34 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

+0.5 pts

Top 5

33.4%

−0.3 pts

Top 10

57.9%

−2.8 pts

HHI

447

Diversified−22

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.7%	$31,110,296	8
Communication Services	17.9%	$20,944,951	5
Technology	17.0%	$19,899,198	6
Healthcare	14.9%	$17,338,999	6
Industrials	9.9%	$11,592,748	3
Consumer Cyclical	9.4%	$10,986,547	4
Energy	2.4%	$2,777,425	1
Consumer Defensive	1.8%	$2,083,368	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
TTD	Trade Desk, Inc.	+19,195	35,975	$816,272
CPRT	Copart Inc	+16,140	40,167	$1,333,544
PTY	Pimco Corporate & Income Opportunity Fund	+13,411	365,641	$4,409,630
KSPI	Joint Stock Co Kaspi.kz	+8,681	51,073	$3,782,977
BRK-B	Berkshire Hathaway Inc	+6,176	19,665	$9,423,468
NVO	Novo Nordisk A S	+1,106	5,698	$209,401
ELV	Elevance Health, Inc.	+1,065	18,729	$5,482,914
MSFT	Microsoft Corp	+878	7,849	$2,905,464
META	Meta Platforms, Inc.	+663	10,016	$5,730,454
CSCO	Cisco Systems, Inc.	+419	35,275	$2,736,987
CVX	Chevron Corp	+185	13,424	$2,777,425
V	Visa Inc.	+124	10,893	$3,292,300
MKL	Markel Group Inc.	+112	3,728	$7,135,652
JPM	Jpmorgan Chase & Co	+111	8,247	$2,425,937
BKNG	Booking Holdings Inc.	+111	337	$1,418,877
UNH	Unitedhealth Group Inc	+67	5,881	$1,591,339
CB	Chubb Ltd	+51	749	$244,121
FCNCA	First Citizens Bancshares Inc /De/	+26	1,752	$3,301,924
NVR	Nvr Inc	+2	121	$797,369
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	−12,160	7,755	$1,895,632
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−6,416	18,050	$6,099,997
GOOGL	Alphabet Inc.	−4,975	24,244	$6,971,604
DIS	Walt Disney Co	−3,492	50,146	$4,833,071
LMT	Lockheed Martin Corp	−2,275	4,210	$2,544,481
REGN	Regeneron Pharmaceuticals, Inc.	−1,479	8,344	$6,446,908
AMZN	Amazon Com Inc	−1,166	37,361	$7,781,175
AMGN	Amgen Inc	−1,004	4,868	$1,712,805
PBI	Pitney Bowes Inc /De/	−189	698,165	$7,714,723
AAPL	Apple Inc.	−7	902	$228,918
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	20,903	$4,144,855
NFLX	Netflix Inc	26,974	$2,593,550
LRN	Stride, Inc.	23,629	$2,083,368
FND	Floor & Decor Holdings, Inc.	19,471	$989,126
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	10,528	$1,963,472
PYPL	PayPal Holdings, Inc.	26,358	$1,538,780
ULTA	Ulta Beauty, Inc.	2,302	$1,392,733
ASML	Asml Holding NV	235	$251,417
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $116,733,532 total · filing declares 56 positions · $193,740,896 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,665	+6,176	$9,423,468	+39.0%	8.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,361	-1,166	$7,781,175	−12.5%	6.67%
PBI	Pitney Bowes Inc /De/ Industrials	Reduced	698,165	-189	$7,714,723	+4.5%	6.61%
MKL	Markel Group Inc. Financial Services	Added	3,728	+112	$7,135,652	−8.2%	6.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,244	-4,975	$6,971,604	−23.8%	5.97%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	8,344	-1,479	$6,446,908	−15.0%	5.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	18,050	-6,416	$6,099,997	−18.0%	5.23%
META	Meta Platforms, Inc. Communication Services	Added	10,016	+663	$5,730,454	−7.2%	4.91%
ELV	Elevance Health, Inc. Healthcare	Added	18,729	+1,065	$5,482,914	−11.5%	4.70%
DIS	Walt Disney Co Communication Services	Reduced	50,146	-3,492	$4,833,071	−20.8%	4.14%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Added	365,641	+13,411	$4,409,630	−3.0%	3.78%
ACN	Accenture plc Technology	NEW	20,903	NEW	$4,144,855	NEW	3.55%
KSPI	Joint Stock Co Kaspi.kz Technology	Added	51,073	+8,681	$3,782,977	+14.2%	3.24%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Added	1,752	+26	$3,301,924	−10.9%	2.83%
V	Visa Inc. Financial Services	Added	10,893	+124	$3,292,300	−12.8%	2.82%
MSFT	Microsoft Corp Technology	Added	7,849	+878	$2,905,464	−13.8%	2.49%
CVX	Chevron Corp Energy	Added	13,424	+185	$2,777,425	+37.6%	2.38%
CSCO	Cisco Systems, Inc. Technology	Added	35,275	+419	$2,736,987	+1.9%	2.34%
NFLX	Netflix Inc Communication Services	NEW	26,974	NEW	$2,593,550	NEW	2.22%
LMT	Lockheed Martin Corp Industrials	Reduced	4,210	-2,275	$2,544,481	−18.9%	2.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,247	+111	$2,425,937	−7.5%	2.08%
LRN	Stride, Inc. Consumer Defensive	NEW	23,629	NEW	$2,083,368	NEW	1.78%
JNJ	Johnson & Johnson Healthcare	Reduced	7,755	-12,160	$1,895,632	−54.0%	1.62%
AMGN	Amgen Inc Healthcare	Reduced	4,868	-1,004	$1,712,805	−10.9%	1.47%
UNH	Unitedhealth Group Inc Healthcare	Added	5,881	+67	$1,591,339	−17.1%	1.36%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	337	+111	$1,418,877	+17.2%	1.22%
CPRT	Copart Inc Industrials	Added	40,167	+16,140	$1,333,544	+41.8%	1.14%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	NEW	19,471	NEW	$989,126	NEW	0.85%
JXN	Jackson Financial Inc. Financial Services	Held	8,298	0	$877,264	−0.9%	0.75%
TTD	Trade Desk, Inc. Communication Services	Added	35,975	+19,195	$816,272	+28.1%	0.70%
NVR	Nvr Inc Consumer Cyclical	Added	121	+2	$797,369	−8.1%	0.68%
CB	Chubb Ltd Financial Services	Added	749	+51	$244,121	+12.1%	0.21%
AAPL	Apple Inc. Technology	Reduced	902	-7	$228,918	−7.4%	0.20%
NVO	Novo Nordisk A S Healthcare	Added	5,698	+1,106	$209,401	−10.4%	0.18%

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.