Evergreen Wealth Management, LLC

CIK

1965292

Location

Williamston, MI

Portfolio Value

Micro $10,986,547

Diversification

Diversified

Filing Date

Global Rank

#5,006 / 8,232 ▲ 237

Top Industry

Internet Content & Information 10.9%

3Y Alpha vs SPY

-1.3%

Period ended 2 months ago

Filed May 4, 2026 · 40d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+70.8%

SPY

+76.5%

Annualised alpha

-1.3%

Max drawdown

−16.1%

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

8.1%

+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

4 positions · $10,986,547 total · Consumer Cyclical only · 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
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,361	-1,166	$7,781,175	−12.5%	70.82%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	337	+111	$1,418,877	+17.2%	12.91%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	NEW	19,471	NEW	$989,126	NEW	9.00%
NVR	Nvr Inc Consumer Cyclical	Added	121	+2	$797,369	−8.1%	7.26%