Evergreen Wealth Management, LLC — 13F holdings

Evergreen Wealth Management, LLC reported 55 holdings worth $213M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. VIG VANGUARD SPECIALIZED FUNDS — $16.3M (7.7%)
2. VYM VANGUARD WHITEHALL FDS — $11.5M (5.4%)
3. BLV VANGUARD BD INDEX FDS — $11.1M (5.2%)
4. PBI PITNEY BOWES INC — $10.6M (5.0%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $10.3M (4.8%)
6. VTI VANGUARD INDEX FDS — $9.11M (4.3%)
7. AMZN AMAZON COM INC — $8.91M (4.2%)
8. MKL MARKEL GROUP INC — $8.85M (4.2%)
9. TSM TAIWAN SEMICONDUCTOR MFG LTD — $7.83M (3.7%)
10. GOOGL ALPHABET INC — $7.80M (3.7%)