Evergreen Advisors, LLC - Q12026 Holdings

Evergreen Advisors, LLC holds 168 stocks with a total portfolio value of $ 425.79M as of Q12026. In Q12026, Evergreen Advisors, LLC added 144 new positions, increased stakes in 15 stocks, reduced 4 holdings, and fully exited 0 positions. The largest holding is Schwab Strategic Tr (SCHB), representing 37.02% of the total portfolio.