13F HOLDINGS REPORT
Evergreen Wealth Management, LLC
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0002085853-25-000212
Total Value
$190.8M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 921908844 | 61,985 | $13.4M | 7.01% |
| 2 | VANGUARD INDEX FDS | 922908769 | 38,051 | $12.5M | 6.55% |
| 3 | VANGUARD BD INDEX FDS | 921937793 | 146,354 | $10.4M | 5.44% |
| 4 | VANGUARD WHITEHALL FDS | 921946406 | 69,822 | $9.8M | 5.16% |
| 5 | ALPHABET INC | GOOG | 35,738 | $8.7M | 4.55% |
| 6 | AMAZON COM INC | AMZN | 38,039 | $8.4M | 4.38% |
| 7 | MARKEL GROUP INC | MKL | 3,544 | $6.8M | 3.55% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 24,019 | $6.7M | 3.52% |
| 9 | PITNEY BOWES INC | PBI-PB | 586,418 | $6.7M | 3.51% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13,124 | $6.6M | 3.46% |
| 11 | META PLATFORMS INC | META | 8,587 | $6.3M | 3.31% |
| 12 | VANGUARD BD INDEX FDS | 921937819 | 78,064 | $6.1M | 3.20% |
| 13 | DISNEY WALT CO | 254687106 | 52,625 | $6.0M | 3.16% |
| 14 | ELEVANCE HEALTH INC FORMERLY | ELV | 17,283 | $5.6M | 2.93% |
| 15 | REGENERON PHARMACEUTICALS | REGN | 9,628 | $5.4M | 2.84% |
| 16 | FISERV INC | FISV | 39,254 | $5.1M | 2.65% |
| 17 | PIMCO CORPORATE & INCOME OPP | PTY | 336,852 | $4.9M | 2.55% |
| 18 | JOHNSON & JOHNSON | JNJ | 19,926 | $3.7M | 1.94% |
| 19 | VISA INC | V | 10,561 | $3.6M | 1.89% |
| 20 | MICROSOFT CORP | MSFT | 6,925 | $3.6M | 1.88% |
| 21 | KASPI KZ JSC | 48581R205 | 40,603 | $3.3M | 1.74% |
| 22 | LOCKHEED MARTIN CORP | LMT | 6,340 | $3.2M | 1.66% |
| 23 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 1,689 | $3.0M | 1.58% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042775 | 39,761 | $2.8M | 1.49% |
| 25 | VANGUARD INDEX FDS | 922908736 | 5,450 | $2.6M | 1.37% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 7,958 | $2.5M | 1.32% |
| 27 | CISCO SYS INC | CSCO | 35,127 | $2.4M | 1.26% |
| 28 | ALPHABET INC | GOOG | 9,821 | $2.4M | 1.25% |
| 29 | VANGUARD INDEX FDS | 922908744 | 11,919 | $2.2M | 1.17% |
| 30 | VANGUARD BD INDEX FDS | 921937827 | 25,791 | $2.0M | 1.07% |
| 31 | VANGUARD BD INDEX FDS | 92203C303 | 40,582 | $2.0M | 1.06% |
| 32 | CHEVRON CORP NEW | CVX | 13,018 | $2.0M | 1.06% |
| 33 | UNITEDHEALTH GROUP INC | UNH | 5,736 | $2.0M | 1.04% |
| 34 | NVIDIA CORPORATION | NVDA | 10,261 | $1.9M | 1.00% |
| 35 | AMGEN INC | AMGN | 5,787 | $1.6M | 0.86% |
| 36 | VANGUARD INDEX FDS | 922908611 | 7,123 | $1.5M | 0.78% |
| 37 | VANGUARD INDEX FDS | 922908538 | 4,685 | $1.4M | 0.72% |
| 38 | VANGUARD INDEX FDS | 922908512 | 7,850 | $1.4M | 0.72% |
| 39 | SCHWAB STRATEGIC TR | 808524797 | 45,011 | $1.2M | 0.64% |
| 40 | ULTA BEAUTY INC | ULTA | 2,230 | $1.2M | 0.64% |
| 41 | BOOKING HOLDINGS INC | BKNG | 219 | $1.2M | 0.62% |
| 42 | VANGUARD INDEX FDS | 922908595 | 3,745 | $1.1M | 0.58% |
| 43 | COPART INC | CPRT | 23,188 | $1.0M | 0.55% |
| 44 | NVR INC | NVR | 115 | $921,848 | 0.48% |
| 45 | JACKSON FINANCIAL INC | JXN-PA | 8,298 | $840,007 | 0.44% |
| 46 | THE TRADE DESK INC | 88339J105 | 16,130 | $790,539 | 0.41% |
| 47 | VANGUARD INTL EQUITY INDEX F | 922042718 | 4,684 | $667,724 | 0.35% |
| 48 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,761 | $528,875 | 0.28% |
| 49 | VANGUARD STAR FDS | 921909768 | 4,527 | $332,548 | 0.17% |
| 50 | APPLE INC | AAPL | 915 | $232,918 | 0.12% |
| 51 | ASML HOLDING N V | ASMLF | 226 | $218,914 | 0.11% |