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The Analysis of Evergreen Wealth Management, LLC's Holdings & P&L

Currently, Evergreen Wealth Management, LLC holds 55 types of securities in its portfolio with a total value $213.3M. In the most recent quarter, they have increased their positions in VO (+52.6K shares, valued at $4.2M), VB (+13.7K shares, valued at $4.1M), N/A (+11.3K shares, valued at $2.3M); decreased their positions in RSP (-18.8K shares, valued at $4.0M), PBI (-92.8K shares, valued at $1.6M), DIS (-15.0K shares, valued at $1.4M); initiated new positions in VO (+52.6K shares, valued at $4.2M), VB (+13.7K shares, valued at $4.1M), N/A (+11.3K shares, valued at $2.3M).

1M P&L

+4.7M+2.80%

3M P&L

+7.2M+4.33%

HY P&L

-10.5M-5.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A81.4M

45.3%

2Integrated Freight & Logistics10.6M

5.9%

3Insurance - Diversified10.3M

5.7%

Top Industries by Stock Count

1N/A21 stocks

45.7%

2Drug Manufacturers - General3 stocks

6.5%

3Internet Content & Information2 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS69.1K shares2.03%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS72.6K shares2.01%2026-06-302026-07-31

BLV VANGUARD BD INDEX FDS161.2K shares4.50%2026-06-302026-07-31

PBI PITNEY BOWES INC605.4K shares-13.29%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL20.6K shares4.52%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS24.6K shares-13.23%2026-06-302026-07-31

AMZN AMAZON COM INC37.4K shares0.12%2026-06-302026-07-31

MKL MARKEL GROUP INC4.5K shares21.59%2026-06-302026-07-31

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC16.4K shares-9.12%2026-06-302026-07-31

GOOGL ALPHABET INC21.8K shares-10.03%2026-06-302026-07-31

ELV ELEVANCE HEALTH INC FORMERLY17.5K shares-6.71%2026-06-302026-07-31

BIV VANGUARD BD INDEX FDS85.9K shares4.45%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC10.2K shares1.88%2026-06-302026-07-31

REGN REGENERON PHARMACEUTICALS8.5K shares1.69%2026-06-302026-07-31

PTY PIMCO CORPORATE & INCOME OPP388.9K shares6.35%2026-06-302026-07-31

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND35.5K shares69.63%2026-06-302026-07-31

Sponsored

VO VANGUARD INDEX FDS52.6K sharesnew addition2026-06-302026-07-31

VB VANGUARD INDEX FDS13.7K sharesnew addition2026-06-302026-07-31

VISA INC VISA INC11.4K shares4.62%2026-06-302026-07-31

FCNCA FIRST CTZNS BANCSHARES INC D1.8K shares1.94%2026-06-302026-07-31

MSFT MICROSOFT CORP9.6K shares22.64%2026-06-302026-07-31

DIS DISNEY WALT CO35.1K shares-29.96%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.7K shares17.67%2026-06-302026-07-31

VEU VANGUARD INTL EQUITY INDEX F37.9K shares2.63%2026-06-302026-07-31

Sponsored

KSPI KASPI KZ JSC35.1K shares-31.24%2026-06-302026-07-31

VUG VANGUARD INDEX FDS31.9K shares511.87%2026-06-302026-07-31

VTV VANGUARD INDEX FDS11.6K shares2.26%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.0K shares2.38%2026-06-302026-07-31

ADOBE INC ADOBE INC11.3K sharesnew addition2026-06-302026-07-31

CVX CHEVRON CORPORATION13.8K shares3.07%2026-06-302026-07-31

VUSB VANGUARD BD INDEX FDS44.7K shares-12.62%2026-06-302026-07-31

BSV VANGUARD BD INDEX FDS28.4K shares4.43%2026-06-302026-07-31

Sponsored

LMT LOCKHEED MARTIN CORP4.3K shares1.28%2026-06-302026-07-31

LRN STRIDE INC24.1K shares1.99%2026-06-302026-07-31

NETFLIX INC. NETFLIX INC.28.7K shares6.42%2026-06-302026-07-31

BKNG BOOKING HOLDINGS INC11.4K shares3275.07%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON7.8K shares1.20%2026-06-302026-07-31

AMGN AMGEN INC5.0K shares1.97%2026-06-302026-07-31

VBR VANGUARD INDEX FDS6.8K shares-0.29%2026-06-302026-07-31

GOOG ALPHABET INC4.6K shares-4.39%2026-06-302026-07-31

Sponsored

VOE VANGUARD INDEX FDS7.6K shares2.39%2026-06-302026-07-31

CPRT COPART INC51.2K shares27.52%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR44.9K shares0.22%2026-06-302026-07-31

VOT VANGUARD INDEX FDS4.5K shares1.84%2026-06-302026-07-31

NVR NVR INC197 shares62.81%2026-06-302026-07-31

VBK VANGUARD INDEX FDS3.6K shares1.07%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T4.8K shares-79.53%2026-06-302026-07-31

JXN JACKSON FINANCIAL INC7.2K shares-13.26%2026-06-302026-07-31

Sponsored

VSS VANGUARD INTL EQUITY INDEX F4.5K shares-1.39%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F9.3K shares-2.48%2026-06-302026-07-31

VXUS VANGUARD STAR FDS4.4K shares-1.50%2026-06-302026-07-31

NVO NOVO-NORDISK A S6.0K shares5.25%2026-06-302026-07-31

AAPL APPLE INC952 shares5.54%2026-06-302026-07-31

CHUBB LIMITED CHUBB LIMITED784 shares4.67%2026-06-302026-07-31

ASML ASML HLDG NV115 sharesnew addition2026-06-302026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

2.03%

Shares69.1K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

2.01%

Shares72.6K

Event2026-06-30

Filed2026-07-31

BLV

VANGUARD BD INDEX FDS

4.50%

Shares161.2K

Event2026-06-30

Filed2026-07-31

PBI

PITNEY BOWES INC

-13.29%

Shares605.4K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.52%

Shares20.6K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-13.23%

Shares24.6K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

0.12%

Shares37.4K

Event2026-06-30

Filed2026-07-31

MKL

MARKEL GROUP INC

21.59%

Shares4.5K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-9.12%

Shares16.4K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-10.03%

Shares21.8K

Event2026-06-30

Filed2026-07-31

ELV

ELEVANCE HEALTH INC FORMERLY

-6.71%

Shares17.5K

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD BD INDEX FDS

4.45%

Shares85.9K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

1.88%

Shares10.2K

Event2026-06-30

Filed2026-07-31

REGN

REGENERON PHARMACEUTICALS

1.69%

Shares8.5K

Event2026-06-30

Filed2026-07-31

PTY

PIMCO CORPORATE & INCOME OPP

6.35%

Shares388.9K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND

69.63%

Shares35.5K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

New

Shares52.6K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

New

Shares13.7K

Event2026-06-30

Filed2026-07-31

VISA INC

4.62%

Shares11.4K

Event2026-06-30

Filed2026-07-31

FCNCA

FIRST CTZNS BANCSHARES INC D

1.94%

Shares1.8K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

22.64%

Shares9.6K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

-29.96%

Shares35.1K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

17.67%

Shares9.7K

Event2026-06-30

Filed2026-07-31

VEU

VANGUARD INTL EQUITY INDEX F

2.63%

Shares37.9K

Event2026-06-30

Filed2026-07-31

KSPI

KASPI KZ JSC

-31.24%

Shares35.1K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

511.87%

Shares31.9K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

2.26%

Shares11.6K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

2.38%

Shares6.0K

Event2026-06-30

Filed2026-07-31

ADOBE INC

New

Shares11.3K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

3.07%

Shares13.8K

Event2026-06-30

Filed2026-07-31

VUSB

VANGUARD BD INDEX FDS

-12.62%

Shares44.7K

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD BD INDEX FDS

4.43%

Shares28.4K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

1.28%

Shares4.3K

Event2026-06-30

Filed2026-07-31

LRN

STRIDE INC

1.99%

Shares24.1K

Event2026-06-30

Filed2026-07-31

NETFLIX INC.

6.42%

Shares28.7K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

3275.07%

Shares11.4K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

1.20%

Shares7.8K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

1.97%

Shares5.0K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

-0.29%

Shares6.8K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-4.39%

Shares4.6K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

2.39%

Shares7.6K

Event2026-06-30

Filed2026-07-31

CPRT

COPART INC

27.52%

Shares51.2K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

0.22%

Shares44.9K

Event2026-06-30

Filed2026-07-31

VOT

VANGUARD INDEX FDS

1.84%

Shares4.5K

Event2026-06-30

Filed2026-07-31

NVR

NVR INC

62.81%

Shares197

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

1.07%

Shares3.6K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

-79.53%

Shares4.8K

Event2026-06-30

Filed2026-07-31

JXN

JACKSON FINANCIAL INC

-13.26%

Shares7.2K

Event2026-06-30

Filed2026-07-31

VSS

VANGUARD INTL EQUITY INDEX F

-1.39%

Shares4.5K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

-2.48%

Shares9.3K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

-1.50%

Shares4.4K

Event2026-06-30

Filed2026-07-31

NVO

NOVO-NORDISK A S

5.25%

Shares6.0K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

5.54%

Shares952

Event2026-06-30

Filed2026-07-31

CHUBB LIMITED

4.67%

Shares784

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

New

Shares115

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available