Institutional Investor · CIK 0001965292
EVERGREEN WEALTH MANAGEMENT, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
56
Total Value
$223.56M
Total Shares
2.16M
Latest Filing
Jul 31, 2026
CIK
0001965292
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 69,053 | $16.34M | 0.0128% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 72,610 | $11.47M | 0.0122% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 161,241 | $11.11M | 0.1226% | SH | — | View | |
Pitney Bowes Inc.(PBI) | Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-31 | 605,375 | $10.61M | 0.4416% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 20,554 | $10.28M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 24,621 | $9.11M | 0.0004% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 37,404 | $8.91M | 0.0003% | SH | — | View |
Markel Corporation(MKL) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-31 | 4,533 | $8.85M | 0.0366% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 16,404 | $7.83M | 0.0003% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 21,813 | $7.80M | 0.0002% | SH | — | View |
Elevance Health Inc.(ELV) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 17,473 | $6.76M | 0.0081% | SH | — | View |
Elevance Health Inc.(ANTM) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 17,473 | $6.76M | 0.0074% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 85,937 | $6.59M | 0.0124% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 10,204 | $5.75M | 0.0004% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 10,204 | $5.75M | 0.0004% | SH | — | View |
| Healthcare | Biotechnology | 2026-06-30 | 2026-07-31 | 8,485 | $5.29M | 0.0082% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 388,873 | $4.68M | 0.1834% | SH | — | View | |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-06-30 | 2026-07-31 | 35,458 | $4.41M | 0.0058% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 52,579 | $4.24M | 0.0019% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 13,673 | $4.14M | 0.0021% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 11,396 | $3.91M | 0.0006% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-31 | 1,786 | $3.72M | 0.0157% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 9,626 | $3.59M | 0.0001% | SH | — | View |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-31 | 35,120 | $3.38M | 0.0020% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-31 | 9,704 | $3.18M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 37,853 | $3.17M | 0.0033% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 35,120 | $3.04M | 0.0185% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 31,866 | $2.74M | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 11,568 | $2.52M | 0.0010% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 6,021 | $2.50M | 0.0007% | SH | — | View |
Adobe Inc.(ADB.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 11,345 | $2.33M | 0.0029% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 13,836 | $2.29M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 28,421 | $2.21M | 0.0032% | SH | — | View | |
Lockheed Martin Corporation(LMT.SW) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 4,264 | $2.17M | 0.0018% | SH | — | View |
Stride, Inc.(LRN) | Consumer Defensive | Education & Training Services | 2026-06-30 | 2026-07-31 | 24,100 | $2.08M | 0.0567% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 28,707 | $2.05M | 0.0007% | SH | — | View |
Booking Holdings Inc.(PCE1.DE) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-31 | 11,374 | $2.03M | 0.0015% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 7,848 | $1.99M | 0.0003% | SH | — | View |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-31 | 4,964 | $1.80M | 0.0009% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,812 | $1.66M | 0.0025% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 4,640 | $1.64M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 7,627 | $1.51M | 0.0042% | SH | — | View | |
Copart, Inc.(CPRT) | Industrials | Specialty Business Services | 2026-06-30 | 2026-07-31 | 51,220 | $1.44M | 0.0055% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 44,858 | $1.42M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,537 | $1.39M | 0.0039% | SH | — | View | |
NVR, Inc.(NVR) | Consumer Cyclical | Residential Construction | 2026-06-30 | 2026-07-31 | 197 | $1.34M | 0.0073% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,597 | $1.32M | 0.0026% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 4,841 | $1.03M | 0.0011% | SH | — | View | |
| Financial Services | Insurance - Life | 2026-06-30 | 2026-07-31 | 7,198 | $737.00K | 0.0103% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 4,477 | $690.82K | 0.0049% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 9,296 | $554.87K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 4,403 | $376.39K | 0.0001% | SH | — | View | |
Novo Nordisk A/S(NVO) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 5,997 | $287.51K | 0.0001% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 952 | $275.49K | 0.0000% | SH | — | View |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-31 | 784 | $267.16K | 0.0002% | SH | — | View |
ASML Holding N.V.(ASME.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 115 | $229.37K | 0.0000% | SH | — | View |
Showing 1 to 56 of 56 results
1