account_balance

Investment manager · 13F filer · SEC CIK 1965292

Evergreen Wealth Management, LLC

Reported value$256Mas of Sep 30, 2026
Positions69 15 new, 1 sold out
Top 10 weight39.3%VIG alone is 6%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VIG Vanguard Specialized Funds 6.3% Held
VYM Vanguard Whitehall FDS 4.4% Held
BLV Vanguard Bd Index FDS 4.1% Added +5%
BRK-B Berkshire Hathaway Inc 4.0% HeldPBI Pitney Bowes Inc 3.8% Held
VTI Vanguard Index FDS 3.7% Held
AMZN Amazon.com Inc 3.7% Held
Vanguard Money Market Reserves 3.2% New
MKL Markel Group Inc. 3.1% Added +3%
CNSWF Constellation Software Inc 3.0% New
GOOGL Alphabet Inc. 2.9% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • Vanguard Money Market Reserves $8.2M
  • CNSWF $7.81M
  • Vanguard Fixed Income Secs Fd $5.99M
  • Pimco FDS $5.53M
arrow_upwardAdded
arrow_downwardTrimmed
  • DIS −19%
  • VSS −15%
  • NVR −8%
  • VO −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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