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Evergreen Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $256,264,971
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $16,069,458
- VANGUARD WHITEHALL FDS · HIGH DIV YLD · 921946406 · shares: $11,246,690
- VANGUARD BD INDEX FDS · LONG TERM BOND · 921937793 · shares: $10,626,508
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $10,327,478
- PITNEY BOWES INC · COM · 724479100 · shares: $9,796,990
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $9,391,384
- AMAZON COM INC · COM · 023135106 · shares: $9,380,157
- VANGUARD MONEY MARKET RESERVES · FED PORTFOLIO · 922906300 · shares: $8,197,086
- MARKEL GROUP INC · COM · 570535104 · shares: $7,982,850
- CONSTELLATION SOFTWARE INC · COM · 21037X100 · shares: $7,807,749
Reported holdings
69 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 68,876 shares | $16,069,458 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 72,466 shares | $11,246,690 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 169,401 shares | $10,626,508 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 20,740 shares | $10,327,478 |
| PITNEY BOWES INC | COM | 724479100 | — | 600,306 shares | $9,796,990 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 25,095 shares | $9,391,384 |
| AMAZON COM INC | COM | 023135106 | — | 37,649 shares | $9,380,157 |
| VANGUARD MONEY MARKET RESERVES | FED PORTFOLIO | 922906300 | — | 8,197,086 shares | $8,197,086 |
| MARKEL GROUP INC | COM | 570535104 | — | 4,662 shares | $7,982,850 |
| CONSTELLATION SOFTWARE INC | COM | 21037X100 | — | 3,851 shares | $7,807,749 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 21,888 shares | $7,531,322 |
| TAIWAN SEMICONDUCTOR MANUFACT | SPONSORED ADS | 874039100 | — | 16,378 shares | $7,471,685 |
| META PLATFORMS INC | CL A | 30303M102 | — | 10,228 shares | $7,416,862 |
| ELEVANCE HEALTH INC FORMERLY A | COM | 036752103 | — | 17,332 shares | $6,738,889 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 36,062 shares | $6,612,632 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 90,140 shares | $6,567,575 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 8,491 shares | $6,438,514 |
| VANGUARD FIXED INCOME SECS FD | HIYLD CORP ADM | 922031760 | — | 1,132,705 shares | $5,992,011 |
| PIMCO FDS | INCOM FD INSTL | 72201F490 | — | 537,784 shares | $5,533,797 |
| LORD ABBETT INVT TR | SH DURA INCM I | 543916688 | — | 1,443,704 shares | $5,442,763 |
| MICROSOFT CORP | COM | 594918104 | — | 9,627 shares | $4,937,830 |
| PIMCO CORPORATE & INCOME OPPOR | COM | 72201B101 | — | 419,062 shares | $4,613,876 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 16,185 shares | $4,604,377 |
| VISA INC | COM CL A | 92826C839 | — | 11,441 shares | $4,111,157 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 50,755 shares | $3,980,225 |
| VANGUARD INTL EQUITY INDEX FDS | ALLWRLD EX US | 922042775 | — | 46,076 shares | $3,822,916 |
| FIRST CTZNS BANCSHARES INC DEL | CL A | 31946M103 | — | 1,792 shares | $3,692,202 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | — | 37,043 shares | $3,484,251 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 9,749 shares | $3,225,313 |
| COPART INC | COM | 217204106 | — | 110,983 shares | $3,027,609 |
| DISNEY WALT CO | COM | 254687106 | — | 28,550 shares | $2,994,927 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 31,764 shares | $2,862,272 |
| CHEVRON CORPORATION | COM | 166764100 | — | 13,863 shares | $2,831,015 |
| ADOBE INC | COM | 00724F101 | — | 11,618 shares | $2,787,741 |
| NETFLIX INC. | COM | 64110L106 | — | 36,914 shares | $2,568,470 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 11,539 shares | $2,493,317 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 31,378 shares | $2,397,298 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 46,771 shares | $2,317,506 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 6,019 shares | $2,209,509 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 4,287 shares | $2,183,251 |
| AMGEN INC | COM | 031162100 | — | 4,971 shares | $2,095,193 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 7,856 shares | $2,079,779 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 11,569 shares | $1,884,759 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 4,644 shares | $1,582,429 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 6,784 shares | $1,567,285 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 7,607 shares | $1,487,344 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 43,792 shares | $1,424,565 |
| IMPERIAL BRANDS PLC | SPON ADR | 45262P102 | — | 42,419 shares | $1,376,483 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 4,523 shares | $1,321,173 |
| INVESCO EXCHANGE TRADED FD TR | S&P500 EQL WGT | 46137V357 | — | 5,927 shares | $1,232,979 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 3,579 shares | $1,209,226 |
| NVR INC | COM | 62944T105 | — | 181 shares | $1,115,496 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 | — | 7,198 shares | $930,845 |
| SHELTON FDS | NASD 100 INV SHS | 82301Q726 | — | 14,634 shares | $801,060 |
| VANGUARD INTL EQUITY INDEX FDS | FTSE SMCAP ETF | 922042718 | — | 3,803 shares | $590,391 |
| VANGUARD INTL EQUITY INDEX FDS | FTSE EMR MKT ETF | 922042858 | — | 9,148 shares | $542,595 |
| FAIRFAX FINL HLDGS LTD | SUB VTG | 303901102 | — | 266 shares | $416,430 |
| CHUBB LIMITED | COM | H1467J104 | — | 1,041 shares | $338,595 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 3,734 shares | $317,267 |
| APPLE INC | COM | 037833100 | — | 949 shares | $315,938 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $286,170 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 153 shares | $277,673 |
| MARUBENI CORP | ADR | 573810207 | — | 8,936 shares | $271,734 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 3,459 shares | $244,240 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 6,114 shares | $231,788 |
| MITSUI & CO LTD | SPONSORED ADR | 606827202 | — | 335 shares | $208,921 |
| VANGUARD WINDSOR FDS | WINDSOR II ADM | 922018304 | — | 2,211 shares | $201,241 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 14,439 shares | $182,795 |
| VANGUARD MONEY MARKET RESERVES | CSH RSRVS ADMIRL | 922906508 | — | 13,115 shares | $13,115 |