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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CSCO	CISCO SYS INC	Technology	35,275	$2.7M	1.41%	SOLD
2	FND	FLOOR & DECOR HLDGS INC	Consumer Cyclical	19,471	$989K	0.51%	SOLD
3	TTD	THE TRADE DESK INC	Technology	35,975	$816K	0.42%	SOLD

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%