Evergreen Wealth Management
Evergreen Wealth Management reported 55 stocks worth $213M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are VIG (7.7%), VYM (5.4%) and BLV (5.2%). Compared with Q1 2026, the fund opened new positions in VO, VB and ADBE, added to VIG, VYM and BLV, trimmed PBI, VTI and TSM and sold out of CSCO, FND and TTD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIG Vanguard Dividend Appreciation ETF | $16.3M | 7.7% | 69K | +1,374 (+2%) | 8 of 8 | |
| 2 |  VYM Vanguard Whitehall Fds | $11.5M | 5.4% | 73K | +1,430 (+2%) | 8 of 8 | |
| 3 |  BLV Vanguard BD Index Fds | $11.1M | 5.2% | 161K | +6,938 (+4%) | 8 of 8 | |
| 4 |  PBI Pitney Bowes Inc | $10.6M | 5.0% | 605K | −93K (−13%) | 4 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $10.3M | 4.8% | 21K | +889 (+5%) | 8 of 8 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $9.1M | 4.3% | 25K | −3,754 (−13%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $8.9M | 4.2% | 37K | +43 (+0%) | 8 of 8 | |
| 8 |  MKL Markel Group Inc | $8.9M | 4.2% | 4,533 | +805 (+22%) | 8 of 8 | |
| 9 |  TSM Taiwan Semiconductor Mfg Ltd | $7.8M | 3.7% | 16K | −1,646 (−9%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $7.8M | 3.6% | 22K | −2,431 (−10%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Evergreen Wealth Management 13F FAQ
What does Evergreen Wealth Management own?
Evergreen Wealth Management reported 55 stocks worth $213M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are VIG (7.7%), VYM (5.4%) and BLV (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Evergreen Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 36 added to, 15 trimmed and 3 sold out. New positions include VO, VB and ADBE. It sold all of CSCO, FND and TTD.
When will Evergreen Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Evergreen Wealth Management's portfolio worth?
The Q2 2026 filing reports $213M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.