13F HOLDINGS REPORT
Evergreen Wealth Management, LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0002085853-26-000211
Total Value
$198.6M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 921908844 | 66,018 | $14.5M | 7.31% |
| 2 | VANGUARD INDEX FDS | 922908769 | 31,494 | $10.6M | 5.32% |
| 3 | VANGUARD BD INDEX FDS | 921937793 | 151,656 | $10.5M | 5.31% |
| 4 | VANGUARD WHITEHALL FDS | 921946406 | 70,844 | $10.2M | 5.12% |
| 5 | ALPHABET INC | GOOG | 29,219 | $9.1M | 4.61% |
| 6 | AMAZON COM INC | AMZN | 38,527 | $8.9M | 4.48% |
| 7 | MARKEL GROUP INC | MKL | 3,616 | $7.8M | 3.91% |
| 8 | REGENERON PHARMACEUTICALS | REGN | 9,823 | $7.6M | 3.82% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 24,466 | $7.4M | 3.74% |
| 10 | PITNEY BOWES INC | PBI-PB | 698,354 | $7.4M | 3.72% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13,489 | $6.8M | 3.41% |
| 12 | VANGUARD BD INDEX FDS | 921937819 | 80,887 | $6.3M | 3.17% |
| 13 | ELEVANCE HEALTH INC FORMERLY | ELV | 17,664 | $6.2M | 3.12% |
| 14 | META PLATFORMS INC | META | 9,353 | $6.2M | 3.11% |
| 15 | DISNEY WALT CO | 254687106 | 53,638 | $6.1M | 3.07% |
| 16 | PIMCO CORPORATE & INCOME OPP | PTY | 352,230 | $4.5M | 2.29% |
| 17 | JOHNSON & JOHNSON | JNJ | 19,915 | $4.1M | 2.08% |
| 18 | VISA INC | V | 10,769 | $3.8M | 1.90% |
| 19 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 1,726 | $3.7M | 1.87% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 17,665 | $3.4M | 1.70% |
| 21 | MICROSOFT CORP | MSFT | 6,971 | $3.4M | 1.70% |
| 22 | KASPI KZ JSC | 48581R205 | 42,392 | $3.3M | 1.67% |
| 23 | LOCKHEED MARTIN CORP | LMT | 6,485 | $3.1M | 1.58% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042775 | 38,092 | $2.8M | 1.41% |
| 25 | CISCO SYS INC | CSCO | 34,856 | $2.7M | 1.35% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 8,136 | $2.6M | 1.32% |
| 27 | VANGUARD INDEX FDS | 922908736 | 5,209 | $2.5M | 1.28% |
| 28 | ALPHABET INC | GOOG | 7,663 | $2.4M | 1.21% |
| 29 | VANGUARD BD INDEX FDS | 92203C303 | 46,516 | $2.3M | 1.17% |
| 30 | VANGUARD INDEX FDS | 922908744 | 11,306 | $2.2M | 1.09% |
| 31 | VANGUARD BD INDEX FDS | 921937827 | 26,749 | $2.1M | 1.06% |
| 32 | CHEVRON CORP NEW | CVX | 13,239 | $2.0M | 1.02% |
| 33 | NVIDIA CORPORATION | NVDA | 10,528 | $2.0M | 0.99% |
| 34 | AMGEN INC | AMGN | 5,872 | $1.9M | 0.97% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 5,814 | $1.9M | 0.97% |
| 36 | PAYPAL HLDGS INC | PYPL | 26,358 | $1.5M | 0.77% |
| 37 | VANGUARD INDEX FDS | 922908611 | 6,830 | $1.4M | 0.73% |
| 38 | ULTA BEAUTY INC | ULTA | 2,302 | $1.4M | 0.70% |
| 39 | VANGUARD INDEX FDS | 922908512 | 7,445 | $1.3M | 0.66% |
| 40 | SCHWAB STRATEGIC TR | 808524797 | 46,221 | $1.3M | 0.64% |
| 41 | VANGUARD INDEX FDS | 922908538 | 4,456 | $1.2M | 0.63% |
| 42 | BOOKING HOLDINGS INC | BKNG | 226 | $1.2M | 0.61% |
| 43 | VANGUARD INDEX FDS | 922908595 | 3,559 | $1.1M | 0.54% |
| 44 | COPART INC | CPRT | 24,027 | $940,674 | 0.47% |
| 45 | JACKSON FINANCIAL INC | JXN-PA | 8,298 | $884,982 | 0.45% |
| 46 | NVR INC | NVR | 119 | $864,806 | 0.44% |
| 47 | THE TRADE DESK INC | 88339J105 | 16,780 | $636,975 | 0.32% |
| 48 | VANGUARD INTL EQUITY INDEX F | 922042718 | 4,440 | $636,431 | 0.32% |
| 49 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,230 | $496,195 | 0.25% |
| 50 | VANGUARD STAR FDS | 921909768 | 4,373 | $329,862 | 0.17% |
| 51 | ASML HOLDING N V | ASMLF | 235 | $251,798 | 0.13% |
| 52 | APPLE INC | AAPL | 909 | $247,212 | 0.12% |
| 53 | NOVO-NORDISK A S | NONOF | 4,592 | $233,663 | 0.12% |
| 54 | CHUBB LIMITED | CB | 698 | $217,970 | 0.11% |