Evergreen Wealth Management, LLC - Portfolio overview

Evergreen Wealth Management, LLC has 58 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 7.65%
2. BLV - VANGUARD BD INDEX FDS, 5.58%
3. VYM - VANGUARD WHITEHALL FDS, 5.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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