Evergreen Wealth Management, LLC Diversified Active

Name: Evergreen Wealth Management, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Evergreen Wealth Management, LLC
Published: 2026-07-31

Location: Williamston, MI

CIK: 0001965292 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 31, 2026

Total Value: $213M (100.0% shares, 0.0% debt)

Holdings (55)

New Positions (4)

VO VANGUARD INDEX FDS 2.0%

Value $4.236M Shares 52,579 Est. Cost $80.57 Unrealized —

VB VANGUARD INDEX FDS 1.9%

Value $4.145M Shares 13,673 Est. Cost $303.13 Unrealized —

ADBE ADOBE INC 1.1%

Value $2.326M Shares 11,345 Est. Cost $205.01 Unrealized —

ASML ASML HLDG NV 0.1%

Value $229K Shares 115 Est. Cost $1994.54 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VO	VANGUARD INDEX FDS	52,579	$4.236M	2.0%	$80.57	—	MID CAP ETF	922908629
VB	VANGUARD INDEX FDS	13,673	$4.145M	1.9%	$303.13	—	SMALL CP ETF	922908751
ADBE	ADOBE INC	11,345	$2.326M	1.1%	$205.01	—	COM	00724F101
ASML	ASML HLDG NV	115	$229K	0.1%	$1994.54	—	N Y REGISTRY SHS	N07059210

Increased Positions (34)

VIG VANGUARD SPECIALIZED FUNDS 7.7%

Value $16.34M (+12.3%) Shares 69,053 (+2.0%) Est. Cost $94.07 Unrealized —

MKL MARKEL GROUP INC 4.2%

Value $8.853M (+24.1%) Shares 4,533 (+21.6%) Est. Cost $1480.44 Unrealized —

REGN REGENERON PHARMACEUTICALS 2.5%

Value $5.291M (-17.9%) Shares 8,485 (+1.7%) Est. Cost $626.63 Unrealized —

VYM VANGUARD WHITEHALL FDS 5.4%

Value $11.47M (+8.8%) Shares 72,610 (+2.0%) Est. Cost $110.05 Unrealized —

UNH UNITEDHEALTH GROUP INC 1.2%

Value $2.502M (+57.3%) Shares 6,021 (+2.4%) Est. Cost $411.94 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 4.8%

Value $10.28M (+9.1%) Shares 20,554 (+4.5%) Est. Cost $389.17 Unrealized —

JPM JPMORGAN CHASE & CO 1.5%

Value $3.176M (+30.9%) Shares 9,704 (+17.7%) Est. Cost $157.51 Unrealized —

MSFT MICROSOFT CORP 1.7%

Value $3.591M (+23.6%) Shares 9,626 (+22.6%) Est. Cost $282.62 Unrealized —

V VISA INC 1.8%

Value $3.91M (+18.8%) Shares 11,396 (+4.6%) Est. Cost $216.22 Unrealized —

BKNG BOOKING HOLDINGS INC 1.0%

Value $2.027M (+42.8%) Shares 11,374 (+3275.1%) Est. Cost $277.20 Unrealized —

NVR NVR INC 0.6%

Value $1.341M (+68.6%) Shares 197 (+62.8%) Est. Cost $5984.53 Unrealized —

NFLX NETFLIX INC. 1.0%

Value $2.05M (-21.0%) Shares 28,707 (+6.4%) Est. Cost $83.09 Unrealized —

BLV VANGUARD BD INDEX FDS 5.2%

Value $11.11M (+4.7%) Shares 161,241 (+4.5%) Est. Cost $73.21 Unrealized —

CVX CHEVRON CORPORATION 1.1%

Value $2.293M (-17.4%) Shares 13,836 (+3.1%) Est. Cost $142.63 Unrealized —

VUG VANGUARD INDEX FDS 1.3%

Value $2.745M (+20.7%) Shares 31,866 (+511.9%) Est. Cost $107.24 Unrealized —

FCNCA FIRST CTZNS BANCSHARES INC D 1.7%

Value $3.717M (+12.6%) Shares 1,786 (+1.9%) Est. Cost $1970.24 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 1.5%

Value $3.17M (+14.5%) Shares 37,853 (+2.6%) Est. Cost $57.10 Unrealized —

LMT LOCKHEED MARTIN CORP 1.0%

Value $2.173M (-14.6%) Shares 4,264 (+1.3%) Est. Cost $442.87 Unrealized —

VTV VANGUARD INDEX FDS 1.2%

Value $2.521M (+13.6%) Shares 11,568 (+2.3%) Est. Cost $141.95 Unrealized —

— PIMCO CORPORATE & INCOME OPP 2.2%

Value $4.678M (+6.1%) Shares 388,873 (+6.4%) Est. Cost $12.45 Unrealized —

ACN ACCENTURE PLC IRELAND 2.1%

Value $4.412M (+6.5%) Shares 35,458 (+69.6%) Est. Cost $200.36 Unrealized —

VOT VANGUARD INDEX FDS 0.7%

Value $1.39M (+21.2%) Shares 4,537 (+1.8%) Est. Cost $106.99 Unrealized —

BIV VANGUARD BD INDEX FDS 3.1%

Value $6.591M (+3.8%) Shares 85,937 (+4.5%) Est. Cost $76.94 Unrealized —

VBK VANGUARD INDEX FDS 0.6%

Value $1.315M (+22.3%) Shares 3,597 (+1.1%) Est. Cost $214.10 Unrealized —

VOE VANGUARD INDEX FDS 0.7%

Value $1.507M (+9.8%) Shares 7,627 (+2.4%) Est. Cost $147.91 Unrealized —

CPRT COPART INC 0.7%

Value $1.444M (+8.3%) Shares 51,220 (+27.5%) Est. Cost $40.44 Unrealized —

JNJ JOHNSON & JOHNSON 0.9%

Value $1.993M (+5.1%) Shares 7,848 (+1.2%) Est. Cost $155.56 Unrealized —

AMGN AMGEN INC 0.8%

Value $1.798M (+5.0%) Shares 4,964 (+2.0%) Est. Cost $258.51 Unrealized —

BSV VANGUARD BD INDEX FDS 1.0%

Value $2.214M (+3.8%) Shares 28,421 (+4.4%) Est. Cost $76.28 Unrealized —

NVO NOVO-NORDISK A S 0.1%

Value $288K (+37.3%) Shares 5,997 (+5.2%) Est. Cost $48.13 Unrealized —

AAPL APPLE INC 0.1%

Value $275K (+20.3%) Shares 952 (+5.5%) Est. Cost $164.23 Unrealized —

CB CHUBB LIMITED 0.1%

Value $267K (+9.5%) Shares 784 (+4.7%) Est. Cost $296.11 Unrealized —

META META PLATFORMS INC 2.7%

Value $5.748M (+0.3%) Shares 10,204 (+1.9%) Est. Cost $201.20 Unrealized —

LRN STRIDE INC 1.0%

Value $2.078M (-0.2%) Shares 24,100 (+2.0%) Est. Cost $78.30 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VIG	VANGUARD SPECIALIZED FUNDS	69,053 (+2.0%)	$16.34M (+12.3%)	7.7%	$94.07	—	DIV APP ETF	921908844
MKL	MARKEL GROUP INC	4,533 (+21.6%)	$8.853M (+24.1%)	4.2%	$1480.44	—	COM	570535104
REGN	REGENERON PHARMACEUTICALS	8,485 (+1.7%)	$5.291M (-17.9%)	2.5%	$626.63	—	COM	75886F107
VYM	VANGUARD WHITEHALL FDS	72,610 (+2.0%)	$11.47M (+8.8%)	5.4%	$110.05	—	HIGH DIV YLD	921946406
UNH	UNITEDHEALTH GROUP INC	6,021 (+2.4%)	$2.502M (+57.3%)	1.2%	$411.94	—	COM	91324P102
BRK/B	BERKSHIRE HATHAWAY INC DEL	20,554 (+4.5%)	$10.28M (+9.1%)	4.8%	$389.17	—	CL B NEW	084670702
JPM	JPMORGAN CHASE & CO	9,704 (+17.7%)	$3.176M (+30.9%)	1.5%	$157.51	—	COM	46625H100
MSFT	MICROSOFT CORP	9,626 (+22.6%)	$3.591M (+23.6%)	1.7%	$282.62	—	COM	594918104
V	VISA INC	11,396 (+4.6%)	$3.91M (+18.8%)	1.8%	$216.22	—	COM CL A	92826C839
BKNG	BOOKING HOLDINGS INC	11,374 (+3275.1%)	$2.027M (+42.8%)	1.0%	$277.20	—	COM	09857L108
NVR	NVR INC	197 (+62.8%)	$1.341M (+68.6%)	0.6%	$5984.53	—	COM	62944T105
NFLX	NETFLIX INC.	28,707 (+6.4%)	$2.05M (-21.0%)	1.0%	$83.09	—	COM	64110L106
BLV	VANGUARD BD INDEX FDS	161,241 (+4.5%)	$11.11M (+4.7%)	5.2%	$73.21	—	LONG TERM BOND	921937793
CVX	CHEVRON CORPORATION	13,836 (+3.1%)	$2.293M (-17.4%)	1.1%	$142.63	—	COM	166764100
VUG	VANGUARD INDEX FDS	31,866 (+511.9%)	$2.745M (+20.7%)	1.3%	$107.24	—	GROWTH ETF	922908736
FCNCA	FIRST CTZNS BANCSHARES INC D	1,786 (+1.9%)	$3.717M (+12.6%)	1.7%	$1970.24	—	CL A	31946M103
VEU	VANGUARD INTL EQUITY INDEX F	37,853 (+2.6%)	$3.17M (+14.5%)	1.5%	$57.10	—	ALLWRLD EX US	922042775
LMT	LOCKHEED MARTIN CORP	4,264 (+1.3%)	$2.173M (-14.6%)	1.0%	$442.87	—	COM	539830109
VTV	VANGUARD INDEX FDS	11,568 (+2.3%)	$2.521M (+13.6%)	1.2%	$141.95	—	VALUE ETF	922908744
—	PIMCO CORPORATE & INCOME OPP	388,873 (+6.4%)	$4.678M (+6.1%)	2.2%	$12.45	—	COM	72201B101
ACN	ACCENTURE PLC IRELAND	35,458 (+69.6%)	$4.412M (+6.5%)	2.1%	$200.36	—	SHS CLASS A	G1151C101
VOT	VANGUARD INDEX FDS	4,537 (+1.8%)	$1.39M (+21.2%)	0.7%	$106.99	—	MCAP GR IDXVIP	922908538
BIV	VANGUARD BD INDEX FDS	85,937 (+4.5%)	$6.591M (+3.8%)	3.1%	$76.94	—	INTERMED TERM	921937819
VBK	VANGUARD INDEX FDS	3,597 (+1.1%)	$1.315M (+22.3%)	0.6%	$214.10	—	SML CP GRW ETF	922908595
VOE	VANGUARD INDEX FDS	7,627 (+2.4%)	$1.507M (+9.8%)	0.7%	$147.91	—	MCAP VL IDXVIP	922908512
CPRT	COPART INC	51,220 (+27.5%)	$1.444M (+8.3%)	0.7%	$40.44	—	COM	217204106
JNJ	JOHNSON & JOHNSON	7,848 (+1.2%)	$1.993M (+5.1%)	0.9%	$155.56	—	COM	478160104
AMGN	AMGEN INC	4,964 (+2.0%)	$1.798M (+5.0%)	0.8%	$258.51	—	COM	031162100
BSV	VANGUARD BD INDEX FDS	28,421 (+4.4%)	$2.214M (+3.8%)	1.0%	$76.28	—	SHORT TRM BOND	921937827
NVO	NOVO-NORDISK A S	5,997 (+5.2%)	$288K (+37.3%)	0.1%	$48.13	—	ADR	670100205
AAPL	APPLE INC	952 (+5.5%)	$275K (+20.3%)	0.1%	$164.23	—	COM	037833100
CB	CHUBB LIMITED	784 (+4.7%)	$267K (+9.5%)	0.1%	$296.11	—	COM	H1467J104
META	META PLATFORMS INC	10,204 (+1.9%)	$5.748M (+0.3%)	2.7%	$201.20	—	CL A	30303M102
LRN	STRIDE INC	24,100 (+2.0%)	$2.078M (-0.2%)	1.0%	$78.30	—	COM	86333M108

Exited Positions (3)

CSCO CISCO SYS INC 1.3%

Value $2.737M Shares 35,275 Est. Cost $44.31 Unrealized —

FND FLOOR & DECOR HLDGS INC 0.5%

Value $989K Shares 19,471 Est. Cost $69.95 Unrealized —

TTD THE TRADE DESK INC 0.4%

Value $816K Shares 35,975 Est. Cost $58.71 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CSCO	CISCO SYS INC	35,275	$2.737M	1.3%	$44.31	—	—	17275R102
FND	FLOOR & DECOR HLDGS INC	19,471	$989K	0.5%	$69.95	—	—	339750101
TTD	THE TRADE DESK INC	35,975	$816K	0.4%	$58.71	—	—	88339J105

Decreased Positions (14)

RSP INVESCO EXCHANGE TRADED FD T 0.5%

Value $1.03M (-77.3%) Shares 4,841 (-79.5%) Est. Cost $191.65 Unrealized —

PBI PITNEY BOWES INC 5.0%

Value $10.61M (+37.5%) Shares 605,375 (-13.3%) Est. Cost $11.44 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 3.7%

Value $7.834M (+28.4%) Shares 16,404 (-9.1%) Est. Cost $110.70 Unrealized —

DIS DISNEY WALT CO 1.6%

Value $3.38M (-30.1%) Shares 35,120 (-30.0%) Est. Cost $104.30 Unrealized —

ELV ELEVANCE HEALTH INC FORMERLY 3.2%

Value $6.757M (+23.2%) Shares 17,473 (-6.7%) Est. Cost $394.06 Unrealized —

GOOGL ALPHABET INC 3.7%

Value $7.795M (+11.8%) Shares 21,813 (-10.0%) Est. Cost $114.50 Unrealized —

KSPI KASPI KZ JSC 1.4%

Value $3.043M (-19.6%) Shares 35,120 (-31.2%) Est. Cost $88.33 Unrealized —

VUSB VANGUARD BD INDEX FDS 1.0%

Value $2.223M (-12.6%) Shares 44,659 (-12.6%) Est. Cost $49.96 Unrealized —

GOOG ALPHABET INC 0.8%

Value $1.639M (+17.8%) Shares 4,640 (-4.4%) Est. Cost $119.78 Unrealized —

JXN JACKSON FINANCIAL INC 0.3%

Value $737K (-16.0%) Shares 7,198 (-13.3%) Est. Cost $79.10 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 0.3%

Value $555K (+7.7%) Shares 9,296 (-2.5%) Est. Cost $40.39 Unrealized —

VXUS VANGUARD STAR FDS 0.2%

Value $376K (+9.2%) Shares 4,403 (-1.5%) Est. Cost $54.13 Unrealized —

VSS VANGUARD INTL EQUITY INDEX F 0.3%

Value $691K (+4.4%) Shares 4,477 (-1.4%) Est. Cost $107.15 Unrealized —

VTI VANGUARD INDEX FDS 4.3%

Value $9.111M (+0.1%) Shares 24,621 (-13.2%) Est. Cost $234.38 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RSP	INVESCO EXCHANGE TRADED FD T	4,841 (-79.5%)	$1.03M (-77.3%)	0.5%	$191.65	—	S&P500 EQL WGT	46137V357
PBI	PITNEY BOWES INC	605,375 (-13.3%)	$10.61M (+37.5%)	5.0%	$11.44	—	COM	724479100
TSM	TAIWAN SEMICONDUCTOR MANUFAC	16,404 (-9.1%)	$7.834M (+28.4%)	3.7%	$110.70	—	SPONSORED ADS	874039100
DIS	DISNEY WALT CO	35,120 (-30.0%)	$3.38M (-30.1%)	1.6%	$104.30	—	COM	254687106
ELV	ELEVANCE HEALTH INC FORMERLY	17,473 (-6.7%)	$6.757M (+23.2%)	3.2%	$394.06	—	COM	036752103
GOOGL	ALPHABET INC	21,813 (-10.0%)	$7.795M (+11.8%)	3.7%	$114.50	—	CAP STK CL A	02079K305
KSPI	KASPI KZ JSC	35,120 (-31.2%)	$3.043M (-19.6%)	1.4%	$88.33	—	SPONSORED ADS	48581R205
VUSB	VANGUARD BD INDEX FDS	44,659 (-12.6%)	$2.223M (-12.6%)	1.0%	$49.96	—	VANGUARD ULTRA	92203C303
GOOG	ALPHABET INC	4,640 (-4.4%)	$1.639M (+17.8%)	0.8%	$119.78	—	CAP STK CL C	02079K107
JXN	JACKSON FINANCIAL INC	7,198 (-13.3%)	$737K (-16.0%)	0.3%	$79.10	—	COM CL A	46817M107
VWO	VANGUARD INTL EQUITY INDEX F	9,296 (-2.5%)	$555K (+7.7%)	0.3%	$40.39	—	FTSE EMR MKT ETF	922042858
VXUS	VANGUARD STAR FDS	4,403 (-1.5%)	$376K (+9.2%)	0.2%	$54.13	—	VG TL INTL STK F	921909768
VSS	VANGUARD INTL EQUITY INDEX F	4,477 (-1.4%)	$691K (+4.4%)	0.3%	$107.15	—	FTSE SMCAP ETF	922042718
VTI	VANGUARD INDEX FDS	24,621 (-13.2%)	$9.111M (+0.1%)	4.3%	$234.38	—	TOTAL STK MKT	922908769

Unchanged Positions (3)

AMZN AMAZON COM INC 4.2%

Value $8.915M Shares 37,404 Est. Cost $124.96 Unrealized —

VBR VANGUARD INDEX FDS 0.8%

Value $1.655M Shares 6,812 Est. Cost $163.59 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.7%

Value $1.422M Shares 44,858 Est. Cost $43.60 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	37,404	$8.915M	4.2%	$124.96	—	COM	023135106
VBR	VANGUARD INDEX FDS	6,812	$1.655M	0.8%	$163.59	—	SM CP VAL ETF	922908611
SCHD	SCHWAB STRATEGIC TR	44,858	$1.422M	0.7%	$43.60	—	US DIVIDEND EQ	808524797