Evergreen Wealth Management, LLC
Top Portfolio Positions
34 positions ·
$116,733,532 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
19,665 | $9,423,468 | 8.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,361 | $7,781,175 | 6.67% | |
| PBI |
Pitney Bowes Inc /De/
Industrials
|
698,165 | $7,714,723 | 6.61% | |
| MKL |
Markel Group Inc.
Financial Services
|
3,728 | $7,135,652 | 6.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,244 | $6,971,604 | 5.97% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
8,344 | $6,446,908 | 5.52% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
18,050 | $6,099,997 | 5.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,016 | $5,730,454 | 4.91% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
18,729 | $5,482,914 | 4.70% | |
| DIS |
Walt Disney Co
Communication Services
|
50,146 | $4,833,071 | 4.14% |
Portfolio Trend
14 quarters · across all stocks
Holdings in KSPI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,782,977 | 51,073 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,312,086 | 42,392 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,316,453 | 40,603 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,200,777 | 37,705 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,391,531 | 36,527 | Shares | Sole | 2025-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||