Evergreen Wealth Management, LLC Portfolio Holdings

Evergreen Wealth Management, LLC

  • $191 Billion
  • Q3 2025

Evergreen Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $191 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 $13.4B, Vanguard Total Stock Market Et with a value of $12.5B, Vanguard Bd Index Fd Inc Long with a value of $10.4B, Vanguard Whitehall Fds (Vangua with a value of $9.84B, and Alphabet Inc. with a value of $8.69B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $178B to 191B.

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 $191 Billion
ETFs: $70 Billion
Financial Services: $28.2 Billion
Technology: $24.2 Billion
Communication Services: $23.4 Billion
Healthcare: $18.3 Billion
Consumer Cyclical: $12.7 Billion
Industrials: $9.86 Billion
Energy: $2.02 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.4 Billion 7.01% of portfolio
61,985
Q3 2025 Added 1.34%
$0
$12.5 Billion 6.55% of portfolio
38,051
Q3 2025 Added 1.29%
$0
$10.4 Billion 5.44% of portfolio
146,354
Q3 2025 Added 13.76%
$0
$9.84 Billion 5.16% of portfolio
69,822
Q3 2025 Added 0.37%
$1.66T
$8.69 Billion 4.55% of portfolio
35,738
Q3 2025 Reduced 4.27%
$2.54T
$8.35 Billion 4.38% of portfolio
38,039
Q3 2025 Reduced 0.75%
$26.8B
$6.77 Billion 3.55% of portfolio
3,544
Q3 2025 Added 4.54%
$1.52T
$6.71 Billion 3.52% of portfolio
24,019
Q3 2025 Reduced 10.12%
$1.67B
$6.69 Billion 3.51% of portfolio
586,418
Q3 2025 New
$635B
$6.6 Billion 3.46% of portfolio
13,124
Q3 2025 Added 0.67%
$1.43T
$6.31 Billion 3.31% of portfolio
8,587
Q3 2025 Reduced 5.86%
$0
$6.1 Billion 3.2% of portfolio
78,064
Q3 2025 Reduced 10.85%
$203B
$6.03 Billion 3.16% of portfolio
52,625
Q3 2025 Reduced 5.38%
$76.3B
$5.58 Billion 2.93% of portfolio
17,283
Q3 2025 Added 33.49%
$67.3B
$5.41 Billion 2.84% of portfolio
9,628
Q3 2025 Reduced 7.74%
$79.5B
$5.06 Billion 2.65% of portfolio
39,254
Q3 2025 New
$489B
$3.69 Billion 1.94% of portfolio
19,926
Q3 2025 Reduced 7.98%
$556B
$3.61 Billion 1.89% of portfolio
10,561
Q3 2025 Added 0.95%
$3.83T
$3.59 Billion 1.88% of portfolio
6,925
Q3 2025 Reduced 18.97%
$13B
$3.32 Billion 1.74% of portfolio
-
Q3 2025 Added 7.69%
$127B
$3.16 Billion 1.66% of portfolio
6,340
Q3 2025 Reduced 0.27%
$27.1B
$3.02 Billion 1.58% of portfolio
1,689
Q3 2025 New
$0
$2.84 Billion 1.49% of portfolio
39,761
Q3 2025 Reduced 8.74%
$0
$2.61 Billion 1.37% of portfolio
5,450
Q3 2025 Added 0.11%
$907B
$2.51 Billion 1.32% of portfolio
7,958
Q3 2025 Reduced 4.92%
$297B
$2.4 Billion 1.26% of portfolio
35,127
Q3 2025 Added 1.31%
$1.69T
$2.39 Billion 1.25% of portfolio
9,821
Q3 2025 Reduced 5.36%
$0
$2.22 Billion 1.17% of portfolio
11,919
Q3 2025 Added 0.21%
$0
$2.04 Billion 1.07% of portfolio
25,791
Q3 2025 Reduced 46.83%
-
$2.03 Billion 1.06% of portfolio
-
Q3 2025 New
$300B
$2.02 Billion 1.06% of portfolio
13,018
Q3 2025 Added 1.64%
$309B
$1.98 Billion 1.04% of portfolio
5,736
Q3 2025 Added 79.92%
$495B
$1.91 Billion 1.0% of portfolio
10,261
Q3 2025 Reduced 22.51%
$159B
$1.63 Billion 0.86% of portfolio
5,787
Q3 2025 Reduced 12.48%
$0
$1.49 Billion 0.78% of portfolio
7,123
Q3 2025 Reduced 0.14%
$0
$1.38 Billion 0.72% of portfolio
4,685
Q3 2025 Added 0.13%
$0
$1.37 Billion 0.72% of portfolio
7,850
Q3 2025 Added 0.2%
$26.5B
$1.22 Billion 0.64% of portfolio
2,230
Q3 2025 Added 0.72%
$0
$1.23 Billion 0.64% of portfolio
45,011
Q3 2025 Reduced 4.46%
$198B
$1.18 Billion 0.62% of portfolio
219
Q3 2025 Reduced 17.67%
$0
$1.11 Billion 0.58% of portfolio
3,745
Q3 2025 Reduced 0.19%
$10.2B
$1.04 Billion 0.55% of portfolio
23,188
Q3 2025 New
$23B
$922 Million 0.48% of portfolio
115
Q3 2025 Added 5.5%
$8.53B
$840 Million 0.44% of portfolio
8,298
Q2 2025 New
$21B
$791 Million 0.41% of portfolio
16,130
Q3 2025 Reduced 16.66%
$0
$668 Million 0.35% of portfolio
4,684
Q3 2025 Reduced 1.06%
$0
$529 Million 0.28% of portfolio
9,761
Q3 2025 Reduced 1.03%
$0
$333 Million 0.17% of portfolio
4,527
Q3 2025 Reduced 0.94%
$4.34T
$233 Million 0.12% of portfolio
915
Q3 2025 Reduced 83.87%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $191 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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