Loading…
CIK 0001965292 • 6 13F filings • May 5, 2025 – Jul 31, 2026
Import this data to Google Sheets with:
=jivedata("evergreen-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $4.1M | 2.1% | 20,903 SH | New |
| ALPHABET INC | CAP STK CL A | $7.0M | 3.6%Prev: 2.7% | 24,244 SH | Increased-4,953 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.7%Prev: 0.7% | 4,853 SH | Increased-2,758 SH |
| AMAZON COM INC | COM | $7.8M | 4.0%Prev: 3.5% | 37,361 SH | Increased+6,637 SH |
| AMGEN INC | COM | $1.7M | 0.9%Prev: 1.6% | 4,868 SH | Decreased-3,596 SH |
| APPLE INC | COM | $229K | 0.1%Prev: 1.3% | 902 SH | Decreased-8,609 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.4M | 4.9%Prev: 4.6% | 19,665 SH | Increased+5,171 SH |
| BOOKING HOLDINGS INC | COM | $1.4M | 0.7%Prev: 0.8% | 337 SH | Increased+55 SH |
| CHEVRON CORPORATION | COM | $2.8M | 1.4% | 13,424 SH | New |
| CHUBB LTD SWITZ | COM | $244K | 0.1% | 749 SH | New |
| CISCO SYS INC | COM | $2.7M | 1.4%Prev: 1.6% | 35,275 SH | Increased-7,013 SH |
| COPART INC | COM | $1.3M | 0.7% | 40,167 SH | New |
| DISNEY WALT CO | COM | $4.8M | 2.5%Prev: 1.3% | 50,146 SH | Increased+27,833 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $5.5M | 2.8% | 18,729 SH | New |
| FIRST CTZNS BANCSHARES INC D | CL A | $3.3M | 1.7% | 1,752 SH | New |
| FLOOR & DECOR HLDGS INC | CL A | $989K | 0.5% | 19,471 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.5M | 2.3% | 23,649 SH | New |
| JACKSON FINANCIAL INC | COM CL A | $877K | 0.5% | 8,298 SH | New |
| JOHNSON & JOHNSON | COM | $1.9M | 1.0%Prev: 2.2% | 7,755 SH | Decreased-14,572 SH |
| JPMORGAN CHASE & CO | COM | $2.4M | 1.3% | 8,247 SH | New |
| KASPI KZ JSC | SPONSORED ADS | $3.8M | 2.0%Prev: 2.0% | 51,073 SH | Increased+14,546 SH |
| LOCKHEED MARTIN CORP | COM | $2.5M | 1.3%Prev: 1.7% | 4,210 SH | Decreased-2,087 SH |
| MARKEL GROUP INC | COM | $7.1M | 3.7%Prev: 4.0% | 3,728 SH | Increased+158 SH |
| META PLATFORMS INC | CL A | $5.7M | 3.0%Prev: 3.1% | 10,016 SH | Increased+968 SH |
| MICROSOFT CORP | COM | $2.9M | 1.5%Prev: 1.9% | 7,849 SH | Decreased-647 SH |
| NETFLIX INC. | COM | $2.6M | 1.3% | 26,974 SH | New |
| NOVO-NORDISK A S | ADR | $209K | 0.1% | 5,698 SH | New |
| NVR INC | COM | $795K | 0.4%Prev: 0.5% | 121 SH | Increased+14 SH |
| PIMCO CORPORATE & INCOME OPP | COM | $4.4M | 2.3%Prev: 2.7% | 365,641 SH | Decreased+47,513 SH |
| PITNEY BOWES INC | COM | $7.7M | 4.0% | 698,165 SH | New |
| REGENERON PHARMACEUTICALS | COM | $6.4M | 3.3%Prev: 2.1% | 8,344 SH | Increased+2,691 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 0.7%Prev: 0.8% | 44,758 SH | Increased-2,465 SH |
| STRIDE INC | COM | $2.1M | 1.1% | 23,629 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $6.1M | 3.1% | 18,050 SH | New |
| THE TRADE DESK INC | COM CL A | $816K | 0.4%Prev: 0.6% | 35,975 SH | Decreased+18,727 SH |
| UNITEDHEALTH GROUP INC | COM | $1.6M | 0.8%Prev: 1.0% | 5,881 SH | Decreased+2,708 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $6.3M | 3.3%Prev: 3.4% | 82,274 SH | Increased+7,080 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $10.6M | 5.5%Prev: 4.5% | 154,303 SH | Increased+48,382 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.1M | 1.1%Prev: 2.3% | 27,215 SH | Decreased-22,397 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.5M | 1.3% | 51,111 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $2.3M | 1.2%Prev: 1.2% | 5,208 SH | Increased-368 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.1M | 0.6%Prev: 0.7% | 4,455 SH | Decreased-338 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.4M | 0.7%Prev: 0.8% | 7,449 SH | Increased-578 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.5M | 0.8%Prev: 0.8% | 6,832 SH | Increased-463 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.1M | 0.6%Prev: 0.6% | 3,559 SH | Increased-285 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.1M | 4.7%Prev: 6.8% | 28,375 SH | Decreased-12,818 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.2M | 1.1%Prev: 1.3% | 11,312 SH | Increased-875 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.8M | 1.4%Prev: 1.6% | 36,882 SH | Increased-7,480 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $515K | 0.3%Prev: 0.3% | 9,532 SH | Increased-491 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $662K | 0.3%Prev: 0.3% | 4,540 SH | Increased-275 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $14.6M | 7.5%Prev: 7.2% | 67,679 SH | Increased+5,731 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $345K | 0.2%Prev: 0.2% | 4,470 SH | Increased-183 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $10.5M | 5.4%Prev: 5.2% | 71,180 SH | Increased+3,873 SH |
| VISA INC | COM CL A | $3.3M | 1.7%Prev: 2.2% | 10,893 SH | Decreased+500 SH |
| 13F-HR |
| 0002085853-26-000919 |
| $213.3M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001042 | $178.3M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000553 | $193.7M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000590 | $167.4M | View |