Evergreen Wealth Management, LLC: 13F holdings
CIK 19652922026Q2
| Positions | 55 |
|---|
| Reported value | $213.3m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 55 (+1 vs prior quarter) |
|---|
| Reported value | $213.3m (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG VANGUARD SPECIALIZED FUNDS | 69,053 | $16.3m | 7.7% |
| VYM VANGUARD WHITEHALL FDS | 72,610 | $11.5m | 5.4% |
| BLV VANGUARD BD INDEX FDS | 161,241 | $11.1m | 5.2% |
| PBI PITNEY BOWES INC | 605,375 | $10.6m | 5.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 20,554 | $10.3m | 4.8% |
| VTI VANGUARD INDEX FDS | 24,621 | $9.1m | 4.3% |
| AMZN AMAZON COM INC | 37,404 | $8.9m | 4.2% |
| MKL MARKEL GROUP INC | 4,533 | $8.9m | 4.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 16,404 | $7.8m | 3.7% |
| GOOGL ALPHABET INC | 21,813 | $7.8m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965292")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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