Evergreen Wealth Management, LLC

CIK

1965292

Location

Williamston, MI

Portfolio Value

Small $115,371,410

Diversification

Diversified

Filing Date

Global Rank

#5,384 / 8,605 ▲ 107 · as of Mar 2026

Top Industry

Internet Content & Information 11.0%

3Y Alpha vs SPY

-1.0%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.7%

SPY

+76.0%

Annualised alpha

-1.0%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.2%

+0.5 pts

Top 5

33.8%

−0.2 pts

Top 10

58.6%

−2.7 pts

HHI

456

Diversified−21

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.0%	$31,110,296	8
Communication Services	18.2%	$20,944,951	5
Technology	17.2%	$19,899,198	6
Healthcare	15.0%	$17,338,999	6
Industrials	10.0%	$11,592,748	3
Consumer Cyclical	8.3%	$9,624,425	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	$56,755
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 positions · $115,371,410 total · 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%	8.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,361	-1,166	$7,781,175	−12.5%	6.74%
PBI	Pitney Bowes Inc /De/ Industrials	Reduced	698,165	-189	$7,714,723	+4.5%	6.69%
MKL	Markel Group Inc. Financial Services	Added	3,728	+112	$7,135,652	−8.2%	6.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,244	-4,975	$6,971,604	−23.8%	6.04%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	8,344	-1,479	$6,446,908	−15.0%	5.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	18,050	-6,416	$6,099,997	−18.0%	5.29%
META	Meta Platforms, Inc. Communication Services	Added	10,016	+663	$5,730,454	−7.2%	4.97%
ELV	Elevance Health, Inc. Healthcare	Added	18,729	+1,065	$5,482,914	−11.5%	4.75%
DIS	Walt Disney Co Communication Services	Reduced	50,146	-3,492	$4,833,071	−20.8%	4.19%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Added	365,641	+13,411	$4,409,630	−3.0%	3.82%
ACN	Accenture plc Technology	NEW	20,903	NEW	$4,144,855	NEW	3.59%
KSPI	Joint Stock Co Kaspi.kz Technology	Added	51,073	+8,681	$3,782,977	+14.2%	3.28%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Added	1,752	+26	$3,301,924	−10.9%	2.86%
V	Visa Inc. Financial Services	Added	10,893	+124	$3,292,300	−12.8%	2.85%
MSFT	Microsoft Corp Technology	Added	7,849	+878	$2,905,464	−13.8%	2.52%
CVX	Chevron Corp Energy	Added	13,424	+185	$2,777,425	+37.6%	2.41%
CSCO	Cisco Systems, Inc. Technology	Added	35,275	+419	$2,736,987	+1.9%	2.37%
NFLX	Netflix Inc Communication Services	NEW	26,974	NEW	$2,593,550	NEW	2.25%
LMT	Lockheed Martin Corp Industrials	Reduced	4,210	-2,275	$2,544,481	−18.9%	2.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,247	+111	$2,425,937	−7.5%	2.10%
LRN	Stride, Inc. Consumer Defensive	NEW	23,629	NEW	$2,083,368	NEW	1.81%
JNJ	Johnson & Johnson Healthcare	Reduced	7,755	-12,160	$1,895,632	−54.0%	1.64%
AMGN	Amgen Inc Healthcare	Reduced	4,868	-1,004	$1,712,805	−10.9%	1.48%
UNH	Unitedhealth Group Inc Healthcare	Added	5,881	+67	$1,591,339	−17.1%	1.38%
CPRT	Copart Inc Industrials	Added	40,167	+16,140	$1,333,544	+41.8%	1.16%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	NEW	19,471	NEW	$989,126	NEW	0.86%
JXN	Jackson Financial Inc. Financial Services	Held	8,298	0	$877,264	−0.9%	0.76%
TTD	Trade Desk, Inc. Communication Services	Added	35,975	+19,195	$816,272	+28.1%	0.71%
NVR	Nvr Inc Consumer Cyclical	Added	121	+2	$797,369	−8.1%	0.69%
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%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	337	+111	$56,755	+17.2%	0.05%