Evergreen Wealth Management, LLC reported 33 positions worth $122.77M for the quarter ended Jun 30, 2026, up 8.0% on the prior quarter. It opened 2 new positions, added to 23, trimmed 8 and exited 3. Its largest holding is Pitney Bowes Inc at 8.6% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ADBE Adobe Inc. | +11.3K | – | $2.33M | 1.89% |
| ACN Accenture plc | +14.6K | +69.6% | $1.81M | 3.59% |
| MKL Markel Group Inc. | +805 | +21.6% | $1.57M | 7.21% |
| MSFT Microsoft Corp | +1,777 | +22.6% | $662.83K | 2.92% |
| BKNG Booking Holdings Inc. | +2,949 | +35.0% | $525.61K | 1.65% |
| NVR Nvr Inc | +76 | +62.8% | $517.28K | 1.09% |
| JPM Jpmorgan Chase & Co | +1,457 | +17.7% | $476.92K | 2.59% |
| BRK-B Berkshire Hathaway Inc | +889 | +4.5% | $444.84K | 8.38% |
| CPRT Copart Inc | +11.1K | +27.5% | $311.58K | 1.18% |
| ASML Asml Holding Nv | +115 | – | $229.37K | 0.187% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CSCO Cisco Systems, Inc. | -35.3K | -100.0% | $2.74M | Exited |
| PBI Pitney Bowes Inc | -92.8K | -13.3% | $1.63M | 8.64% |
| DIS Walt Disney Co | -15.0K | -30.0% | $1.45M | 2.75% |
| KSPI Joint Stock Co Kaspi.kz | -16.0K | -31.2% | $1.38M | 2.48% |
| FND Floor & Decor Holdings, Inc. | -19.5K | -100.0% | $989.11K | Exited |
| GOOGL Alphabet Inc. | -2,431 | -10.0% | $868.75K | 6.35% |
| TTD Trade Desk, Inc. | -36.0K | -100.0% | $816.27K | Exited |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -1,646 | -9.1% | $786.07K | 6.38% |
| ELV Elevance Health, Inc. | -1,256 | -6.7% | $485.73K | 5.5% |
| JXN Jackson Financial Inc. | -1,100 | -13.3% | $112.63K | 0.6% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PBI Pitney Bowes Inc | Industrials | 605.4K | $10.61M | 8.64% | -92.8K | -13.3% | Reduced | 0.44% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 20.6K | $10.28M | 8.38% | +889 | +4.5% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 37.4K | $8.91M | 7.26% | +43 | +0.1% | Added | 0% |
| 4 | MKL Markel Group Inc. | Financial Services | 4,533 | $8.85M | 7.21% | +805 | +21.6% | Added | 0.04% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 16.4K | $7.83M | 6.38% | -1,646 | -9.1% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 21.8K | $7.80M | 6.35% | -2,431 | -10.0% | Reduced | 0% |
| 7 | ELV Elevance Health, Inc. | Healthcare | 17.5K | $6.76M | 5.5% | -1,256 | -6.7% | Reduced | 0.01% |
| 8 | META Meta Platforms, Inc. | Technology | 10.2K | $5.75M | 4.68% | +188 | +1.9% | Added | 0% |
| 9 | REGN Regeneron Pharmaceuticals, Inc. | Healthcare | 8,485 | $5.29M | 4.31% | +141 | +1.7% | Added | 0.01% |
| 10 | ACN Accenture plc | Industrials | 35.5K | $4.41M | 3.59% | +14.6K | +69.6% | Added | 0.01% |
| 11 | V Visa Inc. | Financial Services | 11.4K | $3.91M | 3.18% | +503 | +4.6% | Added | 0% |
| 12 | FCNCA First Citizens Bancshares Inc | Financial Services | 1,786 | $3.72M | 3.03% | +34 | +1.9% | Added | 0.02% |
| 13 | MSFT Microsoft Corp | Technology | 9,626 | $3.59M | 2.92% | +1,777 | +22.6% | Added | 0% |
| 14 | DIS Walt Disney Co | Communication Services | 35.1K | $3.38M | 2.75% | -15.0K | -30.0% | Reduced | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 9,704 | $3.18M | 2.59% | +1,457 | +17.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Evergreen Wealth Management.
As of its Q2 2026 13F filing, Evergreen Wealth Management, LLC’s five largest positions were Pitney Bowes Inc (PBI) at 8.6%, Berkshire Hathaway Inc (BRK-B) at 8.4%, Amazon Com Inc (AMZN) at 7.3%, Markel Group Inc. (MKL) at 7.2%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 6.4% of the reported portfolio.
Evergreen Wealth Management, LLC reported a 13F portfolio worth $122.77M across 33 positions for Q2 2026. That is up 8.0% from the previous quarter.
Its largest purchases by value were Adobe Inc. ($2.33M), Accenture plc ($1.81M), Markel Group Inc. ($1.57M). It opened 2 new positions.
Its largest sales by value were Cisco Systems, Inc. ($2.74M), Pitney Bowes Inc ($1.63M), Walt Disney Co ($1.45M). It exited 3 positions entirely.
From the Form 13F-HR reports Evergreen Wealth Management, 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.