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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 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 9,626.0 $3.6M 1.68% +2K +22.6% $373.00 +34.3%
22 DIS DISNEY WALT CO Communication Services 35,120.0 $3.4M 1.58% -15K -30.0% $96.25 +10.4%
23 JPM JPMORGAN CHASE & CO Financial Services 9,704.0 $3.2M 1.49% +1K +17.7% $327.33 +8.4%
24 VEU VANGUARD INTL EQUITY INDEX F 37,853.0 $3.2M 1.49% +971.0 +2.6% $83.75 +1.1%
25 KASPI KZ JSC 35,120.0 $3.0M 1.43% -16K -31.2% $86.64
26 VUG VANGUARD INDEX FDS 31,866.0 $2.7M 1.29% +27K +511.9% $86.14 +1.4%
27 VTV VANGUARD INDEX FDS 11,568.0 $2.5M 1.18% +256.0 +2.3% $217.94 +2.8%
28 UNH UNITEDHEALTH GROUP INC Healthcare 6,021.0 $2.5M 1.17% +140.0 +2.4% $415.63 -4.6%
29 ADBE ADOBE INC Technology 11,345.0 $2.3M 1.09% NEW $205.01 +39.5%
30 CVX CHEVRON CORPORATION Energy 13,836.0 $2.3M 1.07% +412.0 +3.1% $165.76 +27.3%
31 VUSB VANGUARD BD INDEX FDS 44,659.0 $2.2M 1.04% -6K -12.6% $49.78 -0.5%
32 BSV VANGUARD BD INDEX FDS 28,421.0 $2.2M 1.04% +1K +4.4% $77.91 -1.0%
33 LMT LOCKHEED MARTIN CORP Industrials 4,264.0 $2.2M 1.02% +54.0 +1.3% $509.50 +6.9%
34 LRN STRIDE INC Consumer Defensive 24,100.0 $2.1M 0.97% +471.0 +2.0% $86.24 +1.2%
35 NFLX NETFLIX INC. Communication Services 28,707.0 $2.0M 0.96% +2K +6.4% $71.40 +13.2%
36 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,374.0 $2.0M 0.95% +11K +3275.1% $178.23 +9.8%
37 JNJ JOHNSON & JOHNSON Healthcare 7,848.0 $2.0M 0.94% +93.0 +1.2% $253.98 +6.8%
38 AMGN AMGEN INC Healthcare 4,964.0 $1.8M 0.84% +96.0 +2.0% $362.13 +21.0%
39 VBR VANGUARD INDEX FDS 6,812.0 $1.7M 0.78% $242.97 +0.3%
40 GOOG ALPHABET INC 4,640.0 $1.6M 0.77% -213.0 -4.4% $353.34
Page 2 of 3  ·  55 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%