1y return+13.3%S&P 500 +20.9%
3y return+45.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $161 against $195 in the S&P 500.2
Evergreen Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VIGVanguard Specialized Funds | $16.3M | 7.7% | +2.0% |
| VYMVanguard Whitehall Fds | $11.5M | 5.4% | +2.0% |
| BLVVanguard Bd Index Fds | $11.1M | 5.2% | +4.5% |
| PBIPitney Bowes Inc | $10.6M | 5.0% | −13.3% |
| BRK/BBerkshire Hathaway Inc Del | $10.3M | 4.8% | +4.5% |
| VTIVanguard Index Fds | $9.1M | 4.3% | −13.2% |
| AMZNAmazon Com Inc | $8.9M | 4.2% | |
| MKLMarkel Group Inc | $8.9M | 4.2% | +21.6% |
| TSMTaiwan Semiconductor Manufac | $7.8M | 3.7% | −9.1% |
| GOOGLAlphabet Inc | $7.8M | 3.7% | −10.0% |
| ELVElevance Health Inc Formerly | $6.8M | 3.2% | −6.7% |
| BIVVanguard Bd Index Fds | $6.6M | 3.1% | +4.5% |
| METAMeta Platforms Inc | $5.7M | 2.7% | +1.9% |
| REGNRegeneron Pharmaceuticals | $5.3M | 2.5% | +1.7% |
| PTYPimco Corporate & Income Opp | $4.7M | 2.2% | +6.4% |
| Accenture PLC IrelandCUSIP G1151C101 | $4.4M | 2.1% | +69.6% |
| VOVanguard Index Fds | $4.2M | 2.0% | New |
| VBVanguard Index Fds | $4.1M | 1.9% | New |
| VVisa Inc | $3.9M | 1.8% | +4.6% |
| FCNCAFirst Ctzns Bancshares Inc D | $3.7M | 1.7% | +1.9% |
| MSFTMicrosoft Corp | $3.6M | 1.7% | +22.6% |
| DISDisney Walt Co | $3.4M | 1.6% | −30.0% |
| JPMJpmorgan Chase & Co | $3.2M | 1.5% | +17.7% |
| VEUVanguard Intl Equity Index F | $3.2M | 1.5% | +2.6% |
| KSPIKaspi Kz Jsc | $3.0M | 1.4% | −31.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $7.8M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $5.7M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $7.8M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $1.6M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $8.9M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $3.2M |
| VUGVanguard Index Fds | December 31, 2022 | +142.5% | $2.7M |
| VTIVanguard Index Fds | December 31, 2022 | +93.5% | $9.1M |
| VEUVanguard Intl Equity Index F | December 31, 2022 | +67.0% | $3.2M |
| VVisa Inc | December 31, 2022 | +65.1% | $3.9M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +4.8% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −2.1% | −3.6% |
| June 30, 2023 | +6.7% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Evergreen Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965292&type=13F-HR&dateb=&owner=include&count=40CIK 1965292
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965292/000208585326000919/Filed July 31, 2026 · accession 0002085853-26-000919