Holdings
Evergreen Wealth Management, LLC
As of Jun 30, 2026, Evergreen Wealth Management, LLC reported 29 positions worth US$115M. Largest: Pitney Bowes Inc., Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Pitney Bowes Inc. | 605K | US$10.6M | −92,790 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 20,554 | US$10.3M | +889 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 26,401 | US$9.43M | −2,685 | Jun 30, 2026 |
| Amazon.com, Inc. | 37,404 | US$8.91M | +43 | Jun 30, 2026 |
| Markel Group Inc. | 4,533 | US$8.85M | +805 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 16,404 | US$7.83M | −1,646 | Jun 30, 2026 |
| Elevance Health, Inc. | 17,473 | US$6.76M | −1,256 | Jun 30, 2026 |
| Meta Platforms, Inc. | 10,204 | US$5.75M | +188 | Jun 30, 2026 |
| Regeneron Pharmaceuticals, Inc. | 8,485 | US$5.29M | +141 | Jun 30, 2026 |
| Visa Inc. | 11,396 | US$3.91M | +503 | Jun 30, 2026 |