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Livermore
Livermore
ZHEN

Evergreen Wealth Management, LLC

SEC CIK
0001965292
Latest filing
Jul 31, 2026

The latest 13F from Evergreen Wealth Management, LLC covers Q2 2026 (filed Jul 31, 2026): 55 long positions worth $213.3M. The top 10 holdings make up 48.0% of the portfolio, and the largest is Vanguard Dividend Appreciation ETF at 7.7%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$10.9M
Added
36
Est. +$9.14M
Reduced
15
Est. −$12.5M
Sold out
3
Est. −$4.54M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Dividend Appreciation ETF921908844
    7.7%$16.3M
  2. Vanguard High Dividend Yield Index ETF921946406
    5.4%$11.5M
  3. Vanguard BD Index FDS921937793
    5.2%$11.1M
  4. PBIPitney Bowes Inc
    5.0%$10.6MHistory
  5. BRK.BBerkshire Hathaway Inc
    4.8%$10.3MHistory

Share of portfolio

Top 5 holdings and the other 50 positions, by share of portfolio value

  1. Vanguard Dividend Appreciation ETF7.7%
  2. Vanguard High Dividend Yield Index ETF5.4%
  3. Vanguard BD Index FDS5.2%
  4. PBI5.0%
  5. BRK.B4.8%
  6. Other 50 positions72.0%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Mid-Cap ETF922908629
    +$4.24MNew
  2. Vanguard Morningstar Small-Cap ETF922908751
    +$4.14MNew
  3. ADBEAdobe Inc.
    +$2.33MNewHistory
  4. ACNAccenture plc
    +$1.81MAddedHistory
  5. MKLMarkel Group Inc.
    +$1.57MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Mid-Cap ETF922908629
    +1.99 pp0.0% → 2.0%
  2. Vanguard Morningstar Small-Cap ETF922908751
    +1.94 pp0.0% → 1.9%
  3. ADBEAdobe Inc.
    +1.09 pp0.0% → 1.1%History
  4. MKLMarkel Group Inc.
    +0.47 pp3.7% → 4.2%History
  5. UNHUnitedHealth Group Inc
    +0.35 pp0.8% → 1.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Invesco Exchange Traded FD T46137V357
    −$4.00MReduced
  2. CSCOCisco Systems, Inc.
    −$2.74MSold outHistory
  3. PBIPitney Bowes Inc
    −$1.63MReducedHistory
  4. DISWalt Disney Co
    −$1.45MReducedHistory
  5. Vanguard Morningstar Total Stock Market ETF922908769
    −$1.39MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Invesco Exchange Traded FD T46137V357
    −1.86 pp2.3% → 0.5%
  2. CSCOCisco Systems, Inc.
    −1.41 pp1.4% → 0.0%History
  3. DISWalt Disney Co
    −0.91 pp2.5% → 1.6%History
  4. KSPIJoint Stock Co Kaspi.kz
    −0.53 pp2.0% → 1.4%History
  5. FNDFloor & Decor Holdings, Inc.
    −0.51 pp0.5% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$213.3M
+$19.5M (+10.1%) vs. prior quarter
Positions
55
+1 vs. prior quarter
Top 10 concentration
48.0%
Top 10 as share of value
Turnover
8.4%
Q2 2026, one quarter
Average holding period
11.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $213.3M (Q2 2026)

Q4 2022: $108.7MQ1 2023: $112.6MQ2 2023: $127.7MQ3 2023: $126.5MQ4 2023: $136.0MQ1 2024: $147.7MQ2 2024: $150.9MQ3 2024: $166.2MQ4 2024: $169.2MQ1 2025: $167.4MQ2 2025: $178.3MQ3 2025: $190.8MQ4 2025: $198.6MQ1 2026: $193.7MQ2 2026: $213.3M
Q4 2022Q2 2026
13F filings of Evergreen Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 202655$213.3MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard BD Index FDSvs. Q1 2026SEC
Q1 2026May 4, 202654$193.7MVanguard Dividend Appreciation ETFVanguard BD Index FDSVanguard High Dividend Yield Index ETFvs. Q4 2025SEC
Q4 2025Feb 6, 202654$198.6MVanguard Dividend Appreciation ETFVanguard Morningstar Total Stock Market ETFVanguard BD Index FDSvs. Q3 2025SEC
Q3 2025Nov 3, 202551$190.8MVanguard Dividend Appreciation ETFVanguard Morningstar Total Stock Market ETFVanguard BD Index FDSvs. Q2 2025SEC
Q2 2025Aug 4, 202550$178.3MVanguard Dividend Appreciation ETFVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFvs. Q1 2025SEC
Q1 2025May 5, 202553$167.4MVanguard Dividend Appreciation ETFVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFvs. Q4 2024SEC
Q4 2024Jan 31, 202553$169.2MVanguard Dividend Appreciation ETFVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFvs. Q3 2024SEC
Q3 2024Nov 6, 202453$166.2MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2024SEC
Q2 2024Jul 26, 202455$150.9MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Short-Term Bond ETFvs. Q1 2024SEC
Q1 2024May 3, 202455$147.7MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Short-Term Bond ETFvs. Q4 2023SEC
Q4 2023Feb 6, 202455$136.0MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Short-Term Bond ETFvs. Q3 2023SEC
Q3 2023Nov 14, 202356$126.5MVanguard Short-Term Bond ETFVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFvs. Q2 2023SEC
Q2 2023Aug 3, 202352$127.7MVanguard Short-Term Bond ETFVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFvs. Q1 2023SEC
Q1 2023Apr 25, 202351$112.6MVanguard Short-Term Bond ETFVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFvs. Q4 2022SEC
Q4 2022Feb 14, 202354$108.7MVanguard Scottsdale FDSVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETF–SEC