Evergreen Advisors, LLC - Q42025 Holdings

Evergreen Advisors, LLC holds 24 stocks with a total portfolio value of $ 410.04M as of Q42025. In Q42025, Evergreen Advisors, LLC added 24 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Schwab Strategic Tr (SCHB), representing 39.45% of the total portfolio.