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

Currently, Evergreen Wealth Management, LLC holds 54 types of securities in its portfolio with a total value $193.7M. In the most recent quarter, they have increased their positions in N/A (+20.9K shares, valued at $4.1M), N/A (+6.2K shares, valued at $3.0M), NFLX (+27.0K shares, valued at $2.6M); decreased their positions in JNJ (-12.2K shares, valued at $3.0M), TSM (-6.4K shares, valued at $2.2M), N/A (-5.0K shares, valued at $1.4M); initiated new positions in N/A (+20.9K shares, valued at $4.1M), NFLX (+27.0K shares, valued at $2.6M), LRN (+23.6K shares, valued at $2.1M).

1M P&L

+2.4M+1.39%

3M P&L

-4.4M-2.44%

HY P&L

+1.9M+1.10%

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/A75.5M

46.0%

2Internet Retail7.8M

4.7%

3Integrated Freight & Logistics7.7M

4.7%

Top Industries by Stock Count

1N/A19 stocks

39.6%

2Drug Manufacturers - General3 stocks

6.3%

3Insurance - Property & Casualty2 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS67.7K shares2.52%2026-03-312026-05-04

BLV VANGUARD BD INDEX FDS154.3K shares1.75%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS71.2K shares0.47%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.7K shares45.79%2026-03-312026-05-04

VTI VANGUARD INDEX FDS28.4K shares-9.90%2026-03-312026-05-04

AMZN AMAZON COM INC37.4K shares-3.03%2026-03-312026-05-04

PBI PITNEY BOWES INC698.2K shares-0.03%2026-03-312026-05-04

MKL MARKEL GROUP INC3.7K shares3.10%2026-03-312026-05-04

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ALPHABET INC ALPHABET INC24.2K shares-17.03%2026-03-312026-05-04

REGN REGENERON PHARMACEUTICALS8.3K shares-15.06%2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS82.3K shares1.71%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC18.1K shares-26.22%2026-03-312026-05-04

META META PLATFORMS INC10.0K shares7.09%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY18.7K shares6.03%2026-03-312026-05-04

DIS DISNEY WALT CO50.1K shares-6.51%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T23.6K shares33.87%2026-03-312026-05-04

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PTY PIMCO CORPORATE & INCOME OPP365.6K shares3.81%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND20.9K sharesnew addition2026-03-312026-05-04

KSPI KASPI KZ JSC51.1K shares20.48%2026-03-312026-05-04

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D1.8K shares1.51%2026-03-312026-05-04

V VISA INC10.9K shares1.15%2026-03-312026-05-04

MSFT MICROSOFT CORP7.8K shares12.60%2026-03-312026-05-04

CVX CHEVRON CORPORATION13.4K shares1.40%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F36.9K shares-3.18%2026-03-312026-05-04

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CSCO CISCO SYS INC35.3K shares1.20%2026-03-312026-05-04

NFLX NETFLIX INC.27.0K sharesnew addition2026-03-312026-05-04

VUSB VANGUARD BD INDEX FDS51.1K shares9.88%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP4.2K shares-35.08%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO8.2K shares1.36%2026-03-312026-05-04

VUG VANGUARD INDEX FDS5.2K shares-0.02%2026-03-312026-05-04

VTV VANGUARD INDEX FDS11.3K shares0.05%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS27.2K shares1.74%2026-03-312026-05-04

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LRN STRIDE INC23.6K sharesnew addition2026-03-312026-05-04

JNJ JOHNSON & JOHNSON7.8K shares-61.06%2026-03-312026-05-04

AMGN AMGEN INC4.9K shares-17.10%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC5.9K shares1.15%2026-03-312026-05-04

VBR VANGUARD INDEX FDS6.8K shares0.03%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC337 shares49.12%2026-03-312026-05-04

ALPHABET INC ALPHABET INC4.9K shares-36.67%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR44.8K shares-3.17%2026-03-312026-05-04

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VOE VANGUARD INDEX FDS7.4K shares0.05%2026-03-312026-05-04

CPRT COPART INC40.2K shares67.17%2026-03-312026-05-04

VOT VANGUARD INDEX FDS4.5K shares-0.02%2026-03-312026-05-04

VBK VANGUARD INDEX FDS3.6K shares0.00%2026-03-312026-05-04

FND FLOOR & DECOR HLDGS INC19.5K sharesnew addition2026-03-312026-05-04

JXN JACKSON FINANCIAL INC8.3K shares0.00%2026-03-312026-05-04

TTD THE TRADE DESK INC36.0K shares114.39%2026-03-312026-05-04

NVR NVR INC121 shares1.68%2026-03-312026-05-04

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VSS VANGUARD INTL EQUITY INDEX F4.5K shares2.25%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F9.5K shares3.27%2026-03-312026-05-04

VXUS VANGUARD STAR FDS4.5K shares2.22%2026-03-312026-05-04

CB CHUBB LTD SWITZ749 shares7.31%2026-03-312026-05-04

AAPL APPLE INC902 shares-0.77%2026-03-312026-05-04

NVO NOVO-NORDISK A S5.7K shares24.09%2026-03-312026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

2.52%

Shares67.7K

Event2026-03-31

Filed2026-05-04

BLV

VANGUARD BD INDEX FDS

1.75%

Shares154.3K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

0.47%

Shares71.2K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

45.79%

Shares19.7K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-9.90%

Shares28.4K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-3.03%

Shares37.4K

Event2026-03-31

Filed2026-05-04

PBI

PITNEY BOWES INC

-0.03%

Shares698.2K

Event2026-03-31

Filed2026-05-04

MKL

MARKEL GROUP INC

3.10%

Shares3.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-17.03%

Shares24.2K

Event2026-03-31

Filed2026-05-04

REGN

REGENERON PHARMACEUTICALS

-15.06%

Shares8.3K

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

1.71%

Shares82.3K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-26.22%

Shares18.1K

Event2026-03-31

Filed2026-05-04