Evergreen Wealth Management, LLC - Q12026 Holdings

Evergreen Wealth Management, LLC holds 54 stocks with a total portfolio value of $ 193.74M as of Q12026. In Q12026, Evergreen Wealth Management, LLC added 4 new positions, increased stakes in 32 stocks, reduced 16 holdings, and fully exited 4 positions. The largest holding is Vanguard Specialized Funds (VIG), representing 7.51% of the total portfolio.