Evergreen Wealth Management, LLC - Portfolio Stock Holdings
Evergreen Wealth Management, LLC disclosed 58 stock positions in a recent SEC 13F filing. $213,279,699 of stock holdings were filed, with the largest holdings including VIG, VYM, and BLV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $248,707,109 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
58Est. Stock Holding Value:
$213,279,699Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Evergreen Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...