Evergreen Wealth Management, LLC 13F Holdings

CIK 0001965292 · Williamston, MI

As of Sep 30, 2025, Evergreen Wealth Management, LLC reported 51 positions worth 90.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD DIVIDEND APPREC ETFVIG—61,985 3.4M7.01%
VANGUARD TOTAL STOCK MKT ETFVTI—38,051 2.5M6.55%
VANGUARD LONG-TERM BOND INDEX FUNDBLV—146,354 0.4M5.44%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—69,822$9.8M5.16%
ALPHABET INCGOOGLEquity35,738$8.7M4.55%
AMAZON.COM INCAMZNEquity38,039$8.4M4.38%
MARKEL GROUP INCMKLFinancial Services3,544$6.8M3.55%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology24,019$6.7M3.52%
PITNEY BOWES INCPBIIndustrials586,418$6.7M3.51%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services13,124$6.6M3.46%
META PLATFORMS INCMETACommunication Services8,587$6.3M3.31%
VANGUARD INTERMEDIATE-TERM BBIV—78,064$6.1M3.20%
WALT DISNEY CODISCommunication Services52,625$6.0M3.16%
ELEVANCE HEALTH INCELVHealthcare17,283$5.6M2.93%
REGENERON PHARMACEUTICALS INCREGNHealthcare9,628$5.4M2.84%
FISERV INCFISVTechnology39,254$5.1M2.65%
PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY—336,852$4.9M2.55%
JOHNSON & JOHNSONJNJHealthcare19,926$3.7M1.94%
VISA INC-CLASS A SHARESVFinancial Services10,561$3.6M1.89%
MICROSOFT CORPMSFTTechnology6,925$3.6M1.88%
JOINT STOCK CO KASPIKZKSPITechnology40,603$3.3M1.74%
LOCKHEED MARTIN CORPLMTIndustrials6,340$3.2M1.66%
FIRST CITIZENS BANCSHARES INCFCNCAFinancial Services1,689$3.0M1.58%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—39,761$2.8M1.49%
VANGUARD GROWTH INDEX FUNDVUG—5,450$2.6M1.37%