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Portfolio (Quarterly) Guide ↗

Evergreen Wealth Management, LLC

· CIK 0001965292
13F Portfolio $213M AUM 55 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 34 Added 14 Reduced 3 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP Industrials 4,264.0 $2.2M 1.02% +54.0 +1.3% $509.50 +6.9%
22 LRN STRIDE INC Consumer Defensive 24,100.0 $2.1M 0.97% +471.0 +2.0% $86.24 +1.2%
23 NFLX NETFLIX INC. Communication Services 28,707.0 $2.0M 0.96% +2K +6.4% $71.40 +13.2%
24 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,374.0 $2.0M 0.95% +11K +3275.1% $178.23 +9.8%
25 JNJ JOHNSON & JOHNSON Healthcare 7,848.0 $2.0M 0.94% +93.0 +1.2% $253.98 +6.8%
26 AMGN AMGEN INC Healthcare 4,964.0 $1.8M 0.84% +96.0 +2.0% $362.13 +21.0%
27 VOE VANGUARD INDEX FDS 7,627.0 $1.5M 0.71% +178.0 +2.4% $197.59 +4.1%
28 CPRT COPART INC Industrials 51,220.0 $1.4M 0.68% +11K +27.5% $28.19 +15.2%
29 VOT VANGUARD INDEX FDS 4,537.0 $1.4M 0.65% +82.0 +1.8% $306.33 -3.2%
30 NVR NVR INC Consumer Cyclical 197.0 $1.3M 0.63% +76.0 +62.8% $6806.37 -7.8%
31 VBK VANGUARD INDEX FDS 3,597.0 $1.3M 0.62% +38.0 +1.1% $365.70 -5.8%
32 NVO NOVO-NORDISK A S Healthcare 5,997.0 $288K 0.14% +299.0 +5.2% $47.94 -5.9%
33 AAPL APPLE INC Technology 952.0 $275K 0.13% +50.0 +5.5% $289.38 +12.4%
34 CB CHUBB LIMITED Financial Services 784.0 $267K 0.12% +35.0 +4.7% $340.76 -0.6%
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.5%
Communication Services 16.9%
Technology 16.6%
Healthcare 16.6%
Industrials 12.6%
Consumer Cyclical 10.9%
Energy 2.0%
Consumer Defensive 1.8%