Evergreen Advisors, LLC - Portfolio Stock Holdings
Evergreen Advisors, LLC disclosed 168 stock positions in a recent SEC 13F filing. $468,561,004 of stock holdings were filed, with the largest holdings including SCHB, SCHF, and VCIT. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $522,799,366 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
168Est. Stock Holding Value:
$468,561,004Top Stock Holdings By Sector
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Portfolio Stock Holdings - Evergreen Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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