Evergreen Wealth Management, LLC

Registered adviser

CIK

1965292

Location

Williamston, MI

Portfolio Value

Small $219,645,068

Diversification

Diversified

Filing Date

Global Rank

#6,337 / 8,827 ▼ 145 · as of Jun 2026

Top Industry

Internet Content & Information 12.3%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 174090

Roster of Nov 1, 2026

Regulatory AUM

$248,707,109

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$248,707,109	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$211,031,724	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$174,529,984	Individuals and high net worth (100%)
May 2023 to Mar 2024	$142,919,041	Individuals and high net worth (100%)
Apr 2023	$142,919,041	Individuals and high net worth (100%)
Jun 2022 to Mar 2023	$119,432,938	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 63.1% of the book (60%+)

Turnover

Medium turnover

31.9% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 11.9 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 80.5%; sector active share 35.2% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

58 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

13.2%

−0.3 pts

Top 5

40.6%

−1.2 pts

Top 10

60.5%

−2.5 pts

HHI

536

Diversified−19

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.7%	$85,083,821	22
Financial Services	16.6%	$36,568,676	11
Technology	11.8%	$25,886,961	7
Communication Services	10.1%	$22,094,131	5
Healthcare	9.0%	$19,793,856	6
Industrials	6.8%	$15,007,763	3
Consumer Cyclical	5.6%	$12,378,897	3
Energy	1.3%	$2,830,963	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	+59,763	110,983	$3,027,616
PTY	Pimco Corporate & Income Opportunity Fund	+30,189	419,062	$4,613,872
VEU	Vanguard International Equity Index Funds	+8,223	46,076	$3,822,925
NFLX	Netflix Inc	+8,207	36,914	$2,568,476
BLV	VANGUARD LONG-TERM BOND INDEX FUND	+8,160	169,401	$10,626,524
BIV	Vanguard Bond Index Funds	+4,203	90,140	$6,567,600
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+2,957	31,378	$2,397,279
VB	Vanguard Index Funds	+2,512	16,185	$4,604,470
VUSB	VANGUARD ULTRA-SHORT BOND ETF	+2,112	46,771	$2,317,503
KSPI	Joint Stock Co Kaspi.kz	+1,923	37,043	$3,484,264
RSP	Victory Portfolios II	+1,086	5,927	$0
ACN	Accenture plc	+604	36,062	$6,612,688
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+474	25,095	$9,391,552
ADBE	Adobe Inc.	+273	11,618	$2,787,622
CB	Chubb Ltd	+257	1,041	$338,585
AMZN	Amazon Com Inc	+245	37,649	$9,380,248
BKNG	Booking Holdings Inc.	+195	11,569	$1,884,705
BRK-B	Berkshire Hathaway Inc	+186	20,740	$10,327,483
MKL	Markel Group Inc.	+129	4,662	$7,983,441
NVO	Novo Nordisk A S	+117	6,114	$231,781
GOOGL	Alphabet Inc.	+75	21,888	$7,531,223
JPM	Jpmorgan Chase & Co	+45	9,749	$3,225,261
V	Visa Inc.	+45	11,441	$4,111,094
ASML	Asml Holding NV	+38	153	$277,185
CVX	Chevron Corp	+27	13,863	$2,830,963
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	−6,570	28,550	$2,994,895
PBI	Pitney Bowes Inc	−5,069	600,306	$9,796,993
VO	VANGUARD MID-CAP INDEX FUND	−1,824	50,755	$3,980,207
SCHD	Schwab U.S. Dividend Equity ETF	−1,066	43,792	$1,424,553
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	−674	3,803	$590,415
VXUS	Vanguard Total International Stock ETF	−669	3,734	$317,240
VIG	Vanguard Specialized Funds	−177	68,876	$16,069,459
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−148	9,148	$542,567
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−144	72,466	$11,246,723
ELV	Elevance Health, Inc.	−141	17,332	$6,739,028
VUG	VANGUARD GROWTH INDEX FUND	−102	31,764	$2,862,254
VTV	VANGUARD VALUE INDEX FUND	−29	11,539	$2,493,347
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−28	6,784	$1,567,307
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−26	16,378	$7,471,479
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−20	7,607	$1,487,396
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−18	3,579	$1,209,093
NVR	Nvr Inc	−16	181	$1,113,944
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−14	4,523	$1,321,168
AAPL	Apple Inc.	−3	949	$316,035
UNH	Unitedhealth Group Inc	−2	6,019	$2,209,454
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BRK-A	Berkshire Hathaway Inc	1	$747,005
FRFHF	Fairfax Financial Holdings Ltd	266	$416,415
VEA	Vanguard FTSE Developed Markets ETF	3,459	$244,239
NU	Nu Holdings Ltd.	14,439	$182,797
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LRN	Stride, Inc.	24,100	$2,078,384
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $219,645,068 total · filing declares 69 positions · $256,264,971 · as of Sep 30, 2026

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

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VIG	Vanguard Specialized Funds	Reduced	68,876	-177	$16,069,459	−1.7%	7.32%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	72,466	-144	$11,246,723	−2.0%	5.12%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Added	169,401	+8,160	$10,626,524	−4.4%	4.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	20,740	+186	$10,327,483	+0.4%	4.70%
PBI	Pitney Bowes Inc Industrials	Reduced	600,306	-5,069	$9,796,993	−7.6%	4.46%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	25,095	+474	$9,391,552	+3.1%	4.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	37,649	+245	$9,380,248	+5.2%	4.27%
MKL	Markel Group Inc. Financial Services	Added	4,662	+129	$7,983,441	−9.8%	3.63%
GOOGL	Alphabet Inc. Communication Services	Added	21,888	+75	$7,531,223	−3.4%	3.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,378	-26	$7,471,479	−4.6%	3.40%
META	Meta Platforms, Inc. Communication Services	Added	10,228	+24	$7,417,141	+29.0%	3.38%
ELV	Elevance Health, Inc. Healthcare	Reduced	17,332	-141	$6,739,028	−0.3%	3.07%
ACN	Accenture plc Technology	Added	36,062	+604	$6,612,688	+49.9%	3.01%
BIV	Vanguard Bond Index Funds	Added	90,140	+4,203	$6,567,600	−0.4%	2.99%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	8,491	+6	$6,438,470	+21.7%	2.93%
MSFT	Microsoft Corp Technology	Added	9,627	+1	$4,937,688	+37.5%	2.25%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Added	419,062	+30,189	$4,613,872	−1.4%	2.10%
VB	Vanguard Index Funds	Added	16,185	+2,512	$4,604,470	+11.1%	2.10%
V	Visa Inc. Financial Services	Added	11,441	+45	$4,111,094	+5.1%	1.87%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	50,755	-1,824	$3,980,207	−6.0%	1.81%
VEU	Vanguard International Equity Index Funds	Added	46,076	+8,223	$3,822,925	+20.6%	1.74%
FCNCA	First Citizens Bancshares Inc Financial Services	Added	1,792	+6	$3,691,878	−0.7%	1.68%
KSPI	Joint Stock Co Kaspi.kz Technology	Added	37,043	+1,923	$3,484,264	+14.5%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,749	+45	$3,225,261	+1.5%	1.47%
CPRT	Copart Inc Industrials	Added	110,983	+59,763	$3,027,616	+109.7%	1.38%
DIS	Walt Disney Co Communication Services	Reduced	28,550	-6,570	$2,994,895	−11.4%	1.36%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	31,764	-102	$2,862,254	+4.3%	1.30%
CVX	Chevron Corp Energy	Added	13,863	+27	$2,830,963	+23.4%	1.29%
ADBE	Adobe Inc. Technology	Added	11,618	+273	$2,787,622	+19.8%	1.27%
NFLX	Netflix Inc Communication Services	Added	36,914	+8,207	$2,568,476	+25.3%	1.17%
VTV	VANGUARD VALUE INDEX FUND	Reduced	11,539	-29	$2,493,347	−1.1%	1.14%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	31,378	+2,957	$2,397,279	+8.3%	1.09%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Added	46,771	+2,112	$2,317,503	+4.2%	1.06%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,019	-2	$2,209,454	−11.7%	1.01%
LMT	Lockheed Martin Corp Industrials	Added	4,287	+23	$2,183,154	+0.5%	0.99%
AMGN	Amgen Inc Healthcare	Added	4,971	+7	$2,095,326	+16.6%	0.95%
JNJ	Johnson & Johnson Healthcare	Added	7,856	+8	$2,079,797	+4.3%	0.95%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	11,569	+195	$1,884,705	−7.0%	0.86%
GOOG	Alphabet Inc. Communication Services	Added	4,644	+4	$1,582,396	−3.5%	0.72%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	6,784	-28	$1,567,307	−5.3%	0.71%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	7,607	-20	$1,487,396	−1.3%	0.68%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	43,792	-1,066	$1,424,553	+0.1%	0.65%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	4,523	-14	$1,321,168	−4.9%	0.60%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	3,579	-18	$1,209,093	−8.1%	0.55%
NVR	Nvr Inc Consumer Cyclical	Reduced	181	-16	$1,113,944	−17.0%	0.51%
JXN	Jackson Financial Inc. Financial Services	Held	7,198	0	$930,845	+26.3%	0.42%
BRK-A	Berkshire Hathaway Inc Financial Services	NEW	1	NEW	$747,005	NEW	0.34%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Reduced	3,803	-674	$590,415	−14.5%	0.27%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	9,148	-148	$542,567	−2.2%	0.25%
FRFHF	Fairfax Financial Holdings Ltd Financial Services	NEW	266	NEW	$416,415	NEW	0.19%

Showing the top 50 of 58 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.