Evergreen Wealth Management, LLC Portfolio Holdings

Evergreen Wealth Management, LLC

  • $178 Billion
  • Q2 2025

Evergreen Wealth Management, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $12.5B, Vanguard Total Stock Market Et with a value of $11.4B, Vanguard Whitehall Fds (Vangua with a value of $9.27B, Vanguard Bd Index Fd Inc Long with a value of $8.95B, and Amazon Com Inc with a value of $8.41B.

Examining the 13F form we can see an increase of $10.9B in the current position value, from $167B to 178B.

Evergreen Wealth Management, LLC is based out at Williamston, MI

Below you can find more details about Evergreen Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $67.9 Billion
Financial Services: $28.7 Billion
Technology: $24.1 Billion
Communication Services: $22 Billion
Healthcare: $19 Billion
Consumer Cyclical: $11.8 Billion
Industrials: $2.94 Billion
Energy: $1.83 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.5 Billion 7.02% of portfolio
61,168
Q2 2025 Reduced 1.26%
$0
$11.4 Billion 6.4% of portfolio
37,566
Q2 2025 Reduced 8.8%
$0
$9.27 Billion 5.2% of portfolio
69,564
Q2 2025 Added 3.35%
$0
$8.95 Billion 5.02% of portfolio
128,657
Q2 2025 Added 21.47%
$2.26T
$8.41 Billion 4.72% of portfolio
38,326
Q2 2025 Added 24.74%
$210B
$6.9 Billion 3.87% of portfolio
55,615
Q2 2025 Added 149.25%
$0
$6.77 Billion 3.8% of portfolio
87,560
Q2 2025 Added 16.45%
$26.5B
$6.77 Billion 3.8% of portfolio
3,390
Q2 2025 Reduced 5.04%
$1.72T
$6.73 Billion 3.78% of portfolio
9,122
Q2 2025 Added 0.82%
$1.16T
$6.58 Billion 3.69% of portfolio
37,334
Q2 2025 Added 27.87%
$611B
$6.33 Billion 3.55% of portfolio
13,037
Q2 2025 Reduced 10.05%
$1.2T
$6.05 Billion 3.39% of portfolio
26,722
Q2 2025 Reduced 4.51%
$59.5B
$5.48 Billion 3.07% of portfolio
10,436
Q2 2025 Added 84.61%
$66.3B
$5.04 Billion 2.82% of portfolio
12,947
Q2 2025 Added 13.43%
$0
$4.55 Billion 2.55% of portfolio
327,266
Q2 2025 Added 2.87%
$3.91T
$4.25 Billion 2.38% of portfolio
8,546
Q2 2025 Added 0.59%
$555B
$3.71 Billion 2.08% of portfolio
10,462
Q2 2025 Added 0.66%
$446B
$3.31 Billion 1.86% of portfolio
21,655
Q2 2025 Reduced 3.01%
$13B
$3.2 Billion 1.8% of portfolio
-
Q2 2025 Added 3.23%
$114B
$2.94 Billion 1.65% of portfolio
6,357
Q2 2025 Added 0.95%
$0
$2.91 Billion 1.63% of portfolio
43,568
Q2 2025 Reduced 1.79%
$80.3B
$2.61 Billion 1.46% of portfolio
35,060
Q2 2025 Added 1.29%
$855B
$2.43 Billion 1.36% of portfolio
8,370
Q2 2025 Added 0.79%
$284B
$2.41 Billion 1.35% of portfolio
34,672
Q2 2025 Reduced 18.01%
$0
$2.39 Billion 1.34% of portfolio
5,444
Q2 2025 Reduced 2.37%
$119B
$2.37 Billion 1.33% of portfolio
27,208
Q2 2025 Added 1.14%
$0
$2.1 Billion 1.18% of portfolio
11,894
Q2 2025 Reduced 2.4%
$447B
$2.09 Billion 1.17% of portfolio
13,242
Q2 2025 Added 31.47%
$164B
$1.97 Billion 1.1% of portfolio
12,348
Q2 2025 Added 0.66%
$152B
$1.85 Billion 1.04% of portfolio
6,612
Q2 2025 Reduced 21.88%
$1.2T
$1.84 Billion 1.03% of portfolio
10,377
Q2 2025 Added 36.34%
$299B
$1.83 Billion 1.03% of portfolio
12,808
Q2 2025 Added 0.52%
$42.5B
$1.56 Billion 0.88% of portfolio
19,210
Q2 2025 Added 0.3%
$427M
$1.54 Billion 0.87% of portfolio
10,628
Q2 2025 Reduced 27.32%
$220B
$1.54 Billion 0.86% of portfolio
266
Q2 2025 Reduced 5.67%
$39.8B
$1.39 Billion 0.78% of portfolio
19,354
Q2 2025 Added 12.21%
$0
$1.39 Billion 0.78% of portfolio
7,133
Q2 2025 Reduced 2.22%
$0
$1.33 Billion 0.75% of portfolio
4,679
Q2 2025 Reduced 2.38%
$0
$1.29 Billion 0.72% of portfolio
7,834
Q2 2025 Reduced 2.4%
$0
$1.25 Billion 0.7% of portfolio
47,111
Q2 2025 Reduced 0.24%
$3.43T
$1.16 Billion 0.65% of portfolio
5,671
Q2 2025 Reduced 40.37%
$26.4B
$1.04 Billion 0.58% of portfolio
2,214
Q2 2025 Added 1.47%
$0
$1.04 Billion 0.58% of portfolio
3,752
Q2 2025 Reduced 2.39%
$230B
$994 Million 0.56% of portfolio
3,188
Q2 2025 Added 0.47%
$25.3B
$801 Million 0.45% of portfolio
109
Q2 2025 Added 1.87%
$7.87B
$737 Million 0.41% of portfolio
8,298
Q2 2025 New
$0
$636 Million 0.36% of portfolio
4,734
Q2 2025 Reduced 1.68%
$0
$488 Million 0.27% of portfolio
9,863
Q2 2025 Reduced 1.6%
$0
$316 Million 0.18% of portfolio
4,570
Q2 2025 Reduced 1.78%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $178 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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