Evergreen Advisors, LLC reported 12 positions worth $5.71M for the quarter ended Sep 30, 2026, up 1.9% on the prior quarter. It opened 2 new positions, added to 2, trimmed 0 and exited 2. Its largest holding is Apple Inc. at 24.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 4,242 | $1.41M | 24.73% | +1 | +0.0% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 3,369 | $769.37K | 13.47% | 0 | 0.0% | Unchanged | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 2,009 | $705.54K | 12.35% | 0 | 0.0% | Unchanged | 0% |
| 4 | SMBK Smartfinancial Inc. | Financial Services | 11.9K | $589.01K | 10.31% | +20 | +0.2% | Added | 0.07% |
| 5 | TSLA Tesla, Inc. | Consumer Discretionary | 1,150 | $408.03K | 7.14% | 0 | 0.0% | Unchanged | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 1,028 | $353.71K | 6.19% | 0 | 0.0% | Unchanged | 0% |
| 7 | MSFT Microsoft Corp | Technology | 571 | $292.87K | 5.13% | 0 | 0.0% | Unchanged | 0% |
| 8 | INTC Intel Corp | Technology | 2,313 | $278.09K | 4.87% | 0 | 0.0% | Unchanged | 0% |
| 9 | LOW Lowes Companies Inc | Consumer Discretionary | 1,410 | $259.91K | 4.55% | 0 | 0.0% | Unchanged | 0% |
| 10 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 518 | $236.31K | 4.14% | 0 | 0.0% | Unchanged | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 818 | $203.81K | 3.57% | +818 | – | New | 0% |
| 12 | AMD Advanced Micro Devices Inc | Technology | 331 | $202.49K | 3.55% | +331 | – | New | 0% |
Tip. Select a row to see that position’s full history at Evergreen Advisors.
As of its Q3 2026 13F filing, Evergreen Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 24.7%, Nvidia Corp (NVDA) at 13.5%, Broadcom Inc. (AVGO) at 12.4%, Smartfinancial Inc. (SMBK) at 10.3%, Tesla, Inc. (TSLA) at 7.1% of the reported portfolio.
Evergreen Advisors, LLC reported a 13F portfolio worth $5.71M across 12 positions for Q3 2026. That is up 1.9% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($203.81K), Advanced Micro Devices Inc ($202.49K), Smartfinancial Inc. ($991.43). It opened 2 new positions.
Its largest sales by value were Caterpillar Inc ($224.08K), Home Depot, Inc. ($218.90K). It exited 2 positions entirely.
From the Form 13F-HR reports Evergreen Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.