Evergreen Wealth Management, LLC
Evergreen Wealth Management, LLC reported 55 holdings worth US$213M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Evergreen Wealth Management, LLC reported 55 holdings worth US$213M as of Jun 30, 2026. Largest: Pitney Bowes Inc., Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$213M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Pitney Bowes Inc. | 605K | US$10.6M | 5.0% |
| Berkshire Hathaway Inc. | 20,554 | US$10.3M | 4.8% |
| Alphabet Inc (google) Class C | 26,401 | US$9.43M | 4.4% |
| Amazon.com, Inc. | 37,404 | US$8.91M | 4.2% |
| Markel Group Inc. | 4,533 | US$8.85M | 4.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 16,404 | US$7.83M | 3.7% |
| Elevance Health, Inc. | 17,473 | US$6.76M | 3.2% |
| Meta Platforms, Inc. | 10,204 | US$5.75M | 2.7% |
| Regeneron Pharmaceuticals, Inc. | 8,485 | US$5.29M | 2.5% |
| Visa Inc. | 11,396 | US$3.91M | 1.8% |
| First Citizens Bancshares, Inc. | 1,786 | US$3.72M | 1.7% |
| Microsoft Corp. | 9,626 | US$3.59M | 1.7% |
| Walt Disney Company (the) | 35,120 | US$3.38M | 1.6% |
| Jp Morgan Chase & Co. | 9,704 | US$3.18M | 1.5% |
| Unitedhealth Group Incorporated | 6,021 | US$2.5M | 1.2% |
| Adobe Inc. | 11,345 | US$2.33M | 1.1% |
| Chevron Corporation | 13,836 | US$2.29M | 1.1% |
| Lockheed Martin Corporation | 4,264 | US$2.17M | 1.0% |
| Stride, Inc. | 24,100 | US$2.08M | 0.97% |
| Netflix, Inc. | 28,707 | US$2.05M | 0.96% |
| Booking Holdings Inc. Common Stock | 11,374 | US$2.03M | 0.95% |
| Johnson & Johnson | 7,848 | US$1.99M | 0.93% |
| Amgen Inc. | 4,964 | US$1.8M | 0.84% |
| Copart, Inc. | 51,220 | US$1.44M | 0.68% |
| Nvr, Inc. | 197 | US$1.34M | 0.63% |
| Jackson Financial Inc. | 7,198 | US$737K | 0.35% |
| Novo Nordisk A/s Class B | 5,997 | US$288K | 0.13% |
| Apple Inc | 952 | US$275K | 0.13% |
| Asml Holding Nv | 115 | US$229K | 0.11% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Floor & Decor Holdings, Inc. | 0 | US$0 | 0.00% |
| The Trade Desk, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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