Evergreen Wealth Management, LLC
Net seller this quarter
$213M
37
-$2.4M
39.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $11.5M | 5.38% | Not reported | +2.0% | Q4 2022 |
 PBI | $10.6M | 4.97% | 0.45% | -13.3% | Q3 2025 |
 BRK.B | $10.3M | 4.82% | Not reported | +4.5% | Q4 2022 |
 AMZN | $8.91M | 4.18% | 0.00% | +0.1% | Q4 2022 |
 MKL | $8.85M | 4.15% | 0.04% | +21.6% | Q4 2022 |
 TSM | $7.83M | 3.67% | 0.00% | -9.1% | Q4 2022 |
 GOOGL | $7.8M | 3.65% | 0.00% | -10.0% | Q4 2022 |
 ELV | $6.76M | 3.17% | 0.01% | -6.7% | Q2 2023 |
 META | $5.75M | 2.69% | Not reported | +1.9% | Q4 2022 |
 REGN | $5.29M | 2.48% | 0.01% | +1.7% | Q1 2025 |
| PTY | $4.68M | 2.19% | Not reported | +6.4% | Q4 2022 |
 ACN | $4.41M | 2.07% | 0.01% | +69.6% | Q1 2026 |
 V | $3.91M | 1.83% | 0.00% | +4.6% | Q4 2022 |
 FCNCA | $3.72M | 1.74% | Not reported | +1.9% | Q3 2025 |
 MSFT | $3.59M | 1.68% | 0.00% | +22.6% | Q4 2022 |
 DIS | $3.38M | 1.58% | 0.00% | -30.0% | Q1 2025 |
 JPM | $3.18M | 1.49% | 0.00% | +17.7% | Q4 2022 |
 KSPI | $3.04M | 1.43% | 0.02% | -31.2% | Q1 2025 |
 UNH | $2.5M | 1.17% | 0.00% | +2.4% | Q4 2022 |
 ADBE | $2.33M | 1.09% | 0.00% | New | Q2 2026 |
 CVX | $2.29M | 1.08% | 0.00% | +3.1% | Q4 2022 |
 BSVN | $2.21M | 1.04% | 0.30% | +4.4% | Q4 2022 |
 LMT | $2.17M | 1.02% | 0.00% | +1.3% | Q4 2022 |
 LRN | $2.08M | 0.97% | 0.06% | +2.0% | Q1 2026 |
 NFLX | $2.05M | 0.96% | 0.00% | +6.4% | Q1 2026 |
 BKNG | $2.03M | 0.95% | 0.00% | +35.0% | Q2 2023 |
 JNJ | $1.99M | 0.93% | 0.00% | +1.2% | Q4 2022 |
 AMGN | $1.8M | 0.84% | 0.00% | +2.0% | Q3 2023 |
| GOOG | $1.64M | 0.77% | Not reported | -4.4% | Q4 2022 |
 CPRT | $1.44M | 0.68% | 0.01% | +27.5% | Q3 2025 |
| VOT | $1.39M | 0.65% | Not reported | +1.8% | Q4 2022 |
 NVR | $1.34M | 0.63% | 0.01% | +62.8% | Q4 2022 |
 JXN | $737K | 0.35% | 0.01% | -13.3% | Q2 2025 |
 NVO | $288K | 0.13% | Not reported | +5.3% | Q4 2025 |
 AAPL | $275K | 0.13% | 0.00% | +5.5% | Q4 2022 |
 CB | $267K | 0.13% | 0.00% | +4.7% | Q1 2025 |
 ASML | $229K | 0.11% | 0.00% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| VYM | $10.5M | 5.44% | Not reported | +0.5% | Q4 2022 |
| BRK.B | $9.42M | 4.86% | Not reported | +45.8% | Q4 2022 |
| AMZN | $7.78M | 4.02% | 0.00% | -3.0% | Q4 2022 |
| PBI | $7.71M | 3.98% | 0.47% | 0.0% | Q3 2025 |
| MKL | $7.13M | 3.68% | 0.03% | +3.1% | Q4 2022 |
| GOOGL | $6.97M | 3.60% | 0.00% | -17.0% | Q4 2022 |
| REGN | $6.45M | 3.33% | 0.01% | -15.1% | Q1 2025 |
| TSM | $6.1M | 3.15% | 0.00% | -26.2% | Q4 2022 |
| META | $5.73M | 2.96% | Not reported | +7.1% | Q4 2022 |
| ELV | $5.48M | 2.83% | 0.01% | +6.0% | Q2 2023 |
| DIS | $4.83M | 2.49% | 0.00% | -6.5% | Q1 2025 |
| PTY | $4.41M | 2.28% | Not reported | +3.8% | Q4 2022 |
| ACN | $4.14M | 2.14% | 0.00% | New | Q1 2026 |
| KSPI | $3.78M | 1.95% | 0.03% | +20.5% | Q1 2025 |
| FCNCA | $3.3M | 1.70% | Not reported | +1.5% | Q3 2025 |
| V | $3.29M | 1.70% | 0.00% | +1.2% | Q4 2022 |
| MSFT | $2.91M | 1.50% | 0.00% | +12.6% | Q4 2022 |
| CVX | $2.78M | 1.43% | 0.00% | +1.4% | Q4 2022 |
 CSCO | $2.74M | 1.41% | 0.00% | +1.2% | Q4 2022 |
| NFLX | $2.59M | 1.34% | 0.00% | New | Q1 2026 |
| LMT | $2.54M | 1.31% | 0.00% | -35.1% | Q4 2022 |
| JPM | $2.43M | 1.25% | 0.00% | +1.4% | Q4 2022 |
| BSVN | $2.13M | 1.10% | 0.29% | +1.7% | Q4 2022 |
| LRN | $2.08M | 1.08% | 0.06% | New | Q1 2026 |
| JNJ | $1.9M | 0.98% | 0.00% | -61.1% | Q4 2022 |
| AMGN | $1.71M | 0.88% | 0.00% | -17.1% | Q3 2023 |
| UNH | $1.59M | 0.82% | 0.00% | +1.2% | Q4 2022 |
| BKNG | $1.42M | 0.73% | 0.00% | +49.1% | Q2 2023 |
| GOOG | $1.39M | 0.72% | Not reported | -36.7% | Q4 2022 |
| CPRT | $1.33M | 0.69% | 0.00% | +67.2% | Q3 2025 |
| VOT | $1.15M | 0.59% | Not reported | 0.0% | Q4 2022 |
 FND | $989K | 0.51% | 0.02% | New | Q1 2026 |
| JXN | $877K | 0.45% | 0.01% | Not reported | Q2 2025 |
 TTD | $816K | 0.42% | Not reported | +114.4% | Q3 2024 |
| NVR | $795K | 0.41% | 0.00% | +1.7% | Q4 2022 |
| CB | $244K | 0.13% | 0.00% | +7.3% | Q1 2025 |
| AAPL | $229K | 0.12% | 0.00% | -0.8% | Q4 2022 |
| NVO | $209K | 0.11% | Not reported | +24.1% | Q4 2025 |
| Q4 2025 | |||||
| VYM | $10.2M | 5.12% | Not reported | +1.5% | Q4 2022 |
| GOOGL | $9.15M | 4.61% | 0.00% | -18.2% | Q4 2022 |
| AMZN | $8.89M | 4.48% | 0.00% | +1.3% | Q4 2022 |
| MKL | $7.77M | 3.91% | 0.03% | +2.0% | Q4 2022 |
| REGN | $7.58M | 3.82% | 0.01% | +2.0% | Q1 2025 |
| TSM | $7.43M | 3.74% | 0.00% | +1.9% | Q4 2022 |
| PBI | $7.38M | 3.72% | 0.43% | +19.1% | Q3 2025 |
| BRK.B | $6.78M | 3.41% | Not reported | +2.8% | Q4 2022 |
| ELV | $6.19M | 3.12% | 0.01% | +2.2% | Q2 2023 |
| META | $6.17M | 3.11% | Not reported | +8.9% | Q4 2022 |
| DIS | $6.1M | 3.07% | 0.00% | +1.9% | Q1 2025 |
| PTY | $4.54M | 2.29% | Not reported | +4.6% | Q4 2022 |
| JNJ | $4.12M | 2.08% | 0.00% | -0.1% | Q4 2022 |
| V | $3.78M | 1.90% | 0.00% | +2.0% | Q4 2022 |
| FCNCA | $3.71M | 1.87% | Not reported | +2.2% | Q3 2025 |
| MSFT | $3.37M | 1.70% | 0.00% | +0.7% | Q4 2022 |
| KSPI | $3.31M | 1.67% | 0.02% | +4.4% | Q1 2025 |
| LMT | $3.14M | 1.58% | 0.00% | +2.3% | Q4 2022 |
| CSCO | $2.68M | 1.35% | 0.00% | -0.8% | Q4 2022 |
| JPM | $2.62M | 1.32% | 0.00% | +2.2% | Q4 2022 |
| GOOG | $2.4M | 1.21% | Not reported | -22.0% | Q4 2022 |
| BSVN | $2.11M | 1.06% | 0.28% | +3.7% | Q4 2022 |
| CVX | $2.02M | 1.02% | 0.00% | +1.7% | Q4 2022 |
 NVDA | $1.96M | 0.99% | 0.00% | +2.6% | Q4 2024 |
| AMGN | $1.92M | 0.97% | 0.00% | +1.5% | Q3 2023 |
| UNH | $1.92M | 0.97% | 0.00% | +1.4% | Q4 2022 |
 PYPL | $1.54M | 0.77% | 0.00% | Not reported | Q3 2023 |
 ULTA | $1.39M | 0.70% | 0.01% | +3.2% | Q3 2023 |
| VOT | $1.24M | 0.63% | Not reported | -4.9% | Q4 2022 |
| BKNG | $1.21M | 0.61% | 0.00% | +3.2% | Q2 2023 |
| CPRT | $941K | 0.47% | 0.00% | +3.6% | Q3 2025 |
| JXN | $885K | 0.45% | 0.01% | Not reported | Q2 2025 |
| NVR | $865K | 0.44% | 0.00% | +3.5% | Q4 2022 |
| TTD | $637K | 0.32% | Not reported | +4.0% | Q3 2024 |
| ASML | $252K | 0.13% | 0.00% | +4.0% | Q3 2025 |
| AAPL | $247K | 0.12% | 0.00% | -0.7% | Q4 2022 |
| NVO | $234K | 0.12% | Not reported | New | Q4 2025 |
| CB | $218K | 0.11% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| VYM | $9.84M | 5.16% | Not reported | +0.4% | Q4 2022 |
| GOOGL | $8.69M | 4.55% | 0.00% | -4.3% | Q4 2022 |
| AMZN | $8.35M | 4.38% | 0.00% | -0.8% | Q4 2022 |
| MKL | $6.77M | 3.55% | 0.03% | +4.5% | Q4 2022 |
| TSM | $6.71M | 3.52% | 0.00% | -10.1% | Q4 2022 |
| PBI | $6.69M | 3.51% | 0.34% | New | Q3 2025 |
| BRK.B | $6.6M | 3.46% | Not reported | +0.7% | Q4 2022 |
| META | $6.31M | 3.31% | Not reported | -5.9% | Q4 2022 |
| DIS | $6.03M | 3.16% | 0.00% | -5.4% | Q1 2025 |
| ELV | $5.58M | 2.93% | 0.01% | +33.5% | Q2 2023 |
| REGN | $5.41M | 2.84% | 0.01% | -7.7% | Q1 2025 |
 FISV | $5.06M | 2.65% | 0.01% | New | Q3 2025 |
| PTY | $4.86M | 2.55% | Not reported | +2.9% | Q4 2022 |
| JNJ | $3.69M | 1.94% | 0.00% | -8.0% | Q4 2022 |
| V | $3.61M | 1.89% | 0.00% | +1.0% | Q4 2022 |
| MSFT | $3.59M | 1.88% | 0.00% | -19.0% | Q4 2022 |
| KSPI | $3.32M | 1.74% | 0.02% | +7.7% | Q1 2025 |
| LMT | $3.16M | 1.66% | 0.00% | -0.3% | Q4 2022 |
| FCNCA | $3.02M | 1.58% | Not reported | New | Q3 2025 |
| JPM | $2.51M | 1.32% | 0.00% | -4.9% | Q4 2022 |
| CSCO | $2.4M | 1.26% | 0.00% | +1.3% | Q4 2022 |
| GOOG | $2.39M | 1.25% | Not reported | -5.4% | Q4 2022 |
| BSVN | $2.04M | 1.07% | 0.27% | -46.8% | Q4 2022 |
| CVX | $2.02M | 1.06% | 0.00% | +1.6% | Q4 2022 |
| UNH | $1.98M | 1.04% | 0.00% | +79.9% | Q4 2022 |
| NVDA | $1.91M | 1.00% | 0.00% | -22.5% | Q4 2024 |
| AMGN | $1.63M | 0.86% | 0.00% | -12.5% | Q3 2023 |
| VOT | $1.38M | 0.72% | Not reported | +0.1% | Q4 2022 |
| ULTA | $1.22M | 0.64% | 0.01% | +0.7% | Q3 2023 |
| BKNG | $1.18M | 0.62% | 0.00% | -17.7% | Q2 2023 |
| CPRT | $1.04M | 0.55% | 0.00% | New | Q3 2025 |
| NVR | $922K | 0.48% | 0.00% | +5.5% | Q4 2022 |
| JXN | $840K | 0.44% | 0.01% | Not reported | Q2 2025 |
| TTD | $791K | 0.41% | Not reported | -16.7% | Q3 2024 |
| AAPL | $233K | 0.12% | 0.00% | -83.9% | Q4 2022 |
| ASML | $219K | 0.11% | 0.00% | New | Q3 2025 |