Evergreen Advisors, LLC

13F filer · CIK 0001762294

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$469MU.S. long equity reported on 13F

Positions130 new · 103 closed

Net flow last quarter-$3.59MBuys minus sells

Top 10 positions weight1.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202613 positions
SPYSPDR S&P 500 ETF Trust	$3.39M	0.72%	Not reported	-1.3%	Q4 2018
AAPLApple Inc.	$1.23M	0.26%	0.00%	0.0%	Q4 2019
AVGOBroadcom Inc.	$759K	0.16%	0.00%	+14.2%	Q4 2025
NVDANvidia Corp	$674K	0.14%	0.00%	+71.2%	Q4 2024
SMBKSmartfinancial Inc.	$557K	0.12%	0.07%	+0.2%	Q4 2018
TSLATesla, Inc.	$484K	0.10%	0.00%	+651.6%	Q1 2021
GOOGLAlphabet Inc.	$367K	0.08%	0.00%	Not reported	Q4 2025
INTCIntel Corp	$323K	0.07%	0.00%	Not reported	Q1 2026
LOWLowes Companies Inc	$311K	0.07%	0.00%	Not reported	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$247K	0.05%	0.00%	+93.3%	Q1 2026
CATCaterpillar Inc	$224K	0.05%	0.00%	Not reported	Q1 2026
HDHome Depot, Inc.	$219K	0.05%	0.00%	+0.2%	Q1 2026
MSFTMicrosoft Corp	$213K	0.05%	0.00%	Not reported	Q4 2024
Q1 2026Reported May 5, 2026116 positions
SPYSPDR S&P 500 ETF Trust	$2.99M	0.70%	Not reported	-10.2%	Q4 2018
AAPLApple Inc.	$1.08M	0.25%	0.00%	-0.7%	Q4 2019
AVGOBroadcom Inc.	$544K	0.13%	0.00%	Not reported	Q4 2025
SMBKSmartfinancial Inc.	$463K	0.11%	0.07%	+0.2%	Q4 2018
NVDANvidia Corp	$343K	0.08%	0.00%	+21.3%	Q4 2024
LOWLowes Companies Inc	$333K	0.08%	0.00%	+44.3%	Q3 2023
GOOGLAlphabet Inc.	$296K	0.07%	0.00%	+31.3%	Q4 2025
MSFTMicrosoft Corp	$211K	0.05%	0.00%	+9.4%	Q4 2024
HDHome Depot, Inc.	$204K	0.05%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$190K	0.04%	Not reported	New	Q1 2026
AMZNAmazon Com Inc	$170K	0.04%	0.00%	Not reported	Q2 2023
WMTWalmart Inc.	$160K	0.04%	0.00%	New	Q1 2026
CVXChevron Corp	$149K	0.03%	0.00%	New	Q1 2026
CATCaterpillar Inc	$149K	0.03%	0.00%	New	Q1 2026
PNFPPinnacle Financial Partners, Inc.	$138K	0.03%	0.00%	New	Q1 2026
PNCPNC Financial Services Group, Inc.	$137K	0.03%	0.00%	New	Q1 2026
GEGeneral Electric Co	$135K	0.03%	0.00%	New	Q1 2026
JPMJPMorgan Chase & Co	$129K	0.03%	0.00%	New	Q1 2026
LLYELI LILLY & Co	$118K	0.03%	0.00%	New	Q1 2026
PLTRPalantir Technologies Inc.	$117K	0.03%	0.00%	New	Q1 2026
ORCLOracle Corp	$110K	0.03%	0.00%	New	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$102K	0.02%	Not reported	New	Q1 2026
INTCIntel Corp	$102K	0.02%	0.00%	New	Q1 2026
GEVGE Vernova Inc.	$100K	0.02%	0.00%	New	Q1 2026
MHKMohawk Industries Inc	$98.5K	0.02%	0.00%	New	Q1 2026
UCBUnited Community Banks Inc	$92.8K	0.02%	0.00%	Not reported	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$90.6K	0.02%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$89.6K	0.02%	0.00%	New	Q1 2026
GOOGAlphabet Inc.	$87.5K	0.02%	Not reported	New	Q1 2026
CCitigroup Inc	$80.7K	0.02%	0.00%	New	Q1 2026
BILLBILL Holdings, Inc.	$76.6K	0.02%	0.00%	New	Q1 2026
UNMUnum Group	$73K	0.02%	0.00%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$67.3K	0.02%	0.00%	New	Q1 2026
TSLATesla, Inc.	$56.9K	0.01%	0.00%	Not reported	Q1 2021
SCHWSchwab Charles Corp	$56.3K	0.01%	0.00%	New	Q1 2026
FDXFedex Corp	$55.2K	0.01%	0.00%	New	Q1 2026
COSTCostco Wholesale Corp	$54.8K	0.01%	0.00%	New	Q1 2026
VODVodafone Group Public Ltd Co	$54.4K	0.01%	0.00%	New	Q1 2026
NSCNorfolk Southern Corp	$53.9K	0.01%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$51.6K	0.01%	0.00%	New	Q1 2026
GLDMWorld Gold Trust	$49.5K	0.01%	0.00%	New	Q1 2026
GSGoldman Sachs Group Inc	$46.5K	0.01%	0.00%	New	Q1 2026
PMPhilip Morris International Inc.	$46.3K	0.01%	0.00%	New	Q1 2026
VVisa Inc.	$43.8K	0.01%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$43.2K	0.01%	0.00%	New	Q1 2026
BKNGBooking Holdings Inc.	$37.9K	0.01%	0.00%	New	Q1 2026
AMGNAmgen Inc	$36.9K	0.01%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$36.5K	0.01%	0.00%	New	Q1 2026
COPConocophillips	$36.4K	0.01%	0.00%	New	Q1 2026
ARWArrow Electronics, Inc.	$36.4K	0.01%	0.00%	New	Q1 2026

Q4 2025Reported Feb 5, 20268 positions
SPYSPDR S&P 500 ETF Trust	$3.49M	0.85%	Not reported	-2.1%	Q4 2018
AAPLApple Inc.	$1.16M	0.28%	0.00%	+20.5%	Q4 2019
AVGOBroadcom Inc.	$609K	0.15%	0.00%	New	Q4 2025
SMBKSmartfinancial Inc.	$437K	0.11%	0.07%	+0.4%	Q4 2018
NVDANvidia Corp	$303K	0.07%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$252K	0.06%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$245K	0.06%	0.00%	New	Q4 2025
LOWLowes Companies Inc	$236K	0.06%	0.00%	+2.7%	Q3 2023
Q2 2025Reported Aug 4, 20256 positions
SPYSPDR S&P 500 ETF Trust	$3.23M	0.86%	Not reported	-0.4%	Q4 2018
AAPLApple Inc.	$727K	0.19%	0.00%	+1.9%	Q4 2019
SMBKSmartfinancial Inc.	$397K	0.11%	0.07%	+0.3%	Q4 2018
MSFTMicrosoft Corp	$260K	0.07%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$256K	0.07%	0.00%	-34.6%	Q4 2024
LOWLowes Companies Inc	$211K	0.06%	0.00%	Not reported	Q3 2023

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