13F-HR filed by Evergreen Advisors, LLC
Evergreen Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-05, with 168 holding rows worth $425,788,848.
- Accession
- 0001762294-26-000003
- Filer
- CIK 1762294
- Filed
- 2026-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 168 entries on the cover page, a total value of $425,788,848 stated on the cover page (in dollars after the unit check, H1), rows summing to $425,788,848 with VALUE read as dollars as filed, 13F file number 028-18975. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 6,280,152 | $157,631,813 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 2,470,899 | $61,154,746 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 614,910 | $50,883,772 | dollars as filed | |
| SCHD | 808524797 | COM | 1,551,080 | $47,587,136 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 580,530 | $34,570,540 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 692,834 | $32,528,542 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 182,591 | $22,697,896 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,599 | $2,990,914 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 6,895 | $1,482,871 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,240 | $1,076,085 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 20,050 | $1,000,291 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,128 | $882,030 | dollars as filed | |
| VTI | 922908769 | COM | 2,663 | $854,288 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 8,101 | $804,186 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 9,831 | $738,295 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 22,894 | $698,267 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,759 | $544,428 | dollars as filed | |
| SMARTFINANCIAL INC | 83190L208 | COMMON STOCK | 11,836 | $462,553 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,968 | $343,223 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,410 | $333,183 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,028 | $295,612 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 898 | $235,237 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 499 | $218,062 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 571 | $211,367 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 620 | $203,867 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 396 | $189,763 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,038 | $188,314 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 818 | $170,365 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,288 | $160,073 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 720 | $148,972 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 210 | $148,957 | dollars as filed | |
| PINNACLE FINL PARTNERS INC | 72348N109 | COM | 1,604 | $138,145 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 660 | $137,339 | dollars as filed | |
| General Electric Company | 369604301 | COM | 476 | $135,083 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 439 | $129,136 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 128 | $117,731 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 800 | $117,024 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 269 | $114,702 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 751 | $110,480 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 692 | $102,464 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,313 | $102,073 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 115 | $100,384 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 1,000 | $98,460 | dollars as filed | |
| UNITED CMNTY BKS BLAIRSVLE G | 90984P303 | COM | 2,949 | $92,849 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 268 | $90,571 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 367 | $89,604 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 305 | $87,492 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 127 | $82,958 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 712 | $80,748 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 2,000 | $76,600 | dollars as filed | |
| UNUM GROUP COM | 91529Y106 | Stock | 1,000 | $73,030 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 451 | $68,286 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 331 | $67,335 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 153 | $56,878 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 599 | $56,294 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 155 | $55,208 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 55 | $54,804 | dollars as filed | |
| VODAFONE GROUP PLC SPONSORED ADR | 92857W308 | ADR | 3,623 | $54,417 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 188 | $53,904 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 366 | $53,414 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524631 | HIGH YIEL BD ETF | 2,010 | $52,260 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 151 | $51,610 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 534 | $49,496 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 55 | $46,529 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 280 | $46,295 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 1,753 | $44,958 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 145 | $43,825 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 359 | $43,184 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 390 | $43,052 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 347 | $41,877 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 205 | $40,129 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 9 | $37,893 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 105 | $36,918 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 253 | $36,543 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 276 | $36,432 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 254 | $36,426 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 225 | $35,933 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 272 | $35,616 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 75 | $34,574 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 123 | $33,283 | dollars as filed | |
| American Express Company | 025816109 | COM | 109 | $32,883 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 162 | $31,269 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 266 | $29,183 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 922 | $28,559 | dollars as filed | |
| ING GROEP N.V. SPONSORED ADR | 456837103 | ADR | 1,062 | $27,665 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 515 | $26,489 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 570 | $26,448 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 355 | $26,448 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 161 | $25,002 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 209 | $24,815 | dollars as filed | |
| Southern Company | 842587107 | COM | 255 | $24,651 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 115 | $24,282 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 249 | $24,019 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 120 | $23,789 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 129 | $23,533 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 39 | $22,313 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 725 | $21,105 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 100 | $20,318 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 381 | $19,147 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 86 | $18,626 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T107 | US LRG CP CORE | 148 | $18,527 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 87 | $18,119 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 197 | $17,606 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 576 | $16,687 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 439 | $16,510 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 216 | $16,427 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X150 | INDLS PROD DUR | 189 | $15,444 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 396 | $15,440 | dollars as filed | |
| FISERV INC | 337738108 | COM | 270 | $15,066 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 214 | $15,036 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 49 | $14,713 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 112 | $14,674 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 78 | $14,210 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 202 | $12,391 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 1,000 | $12,360 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 156 | $11,084 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 400 | $10,352 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 361 | $10,067 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 95 | $9,297 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 139 | $8,919 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 122 | $8,543 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 302 | $8,475 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 135 | $8,461 | dollars as filed | |
| MARA HOLDINGS INC COM | 565788106 | Stock | 1,000 | $8,160 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G474 | S&P SM EN ET NEW | 121 | $7,355 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 107 | $7,232 | dollars as filed | |
| CAPRI HOLDINGS LIMITED | G1890L107 | SHS | 400 | $7,048 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 23 | $6,733 | dollars as filed | |
| ISHARES TR MSCI CHINA ETF | 46429B671 | MSCI CHINA ETF | 107 | $6,011 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 100 | $5,940 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092303 | CONSMR STAPLES | 111 | $5,789 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092709 | MSCI INDL INDX | 63 | $5,467 | dollars as filed | |
| SPDW | 78463X889 | COM | 113 | $5,167 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 150 | $4,802 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 30 | $4,265 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 99 | $4,078 | dollars as filed | |
| CORCEPT THERAPEUTICS INC | 218352102 | COM | 100 | $4,031 | dollars as filed | |
| CORNING INC | 219350105 | COM | 24 | $3,315 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 42 | $2,836 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E362 | S&P500 HDL VOL | 54 | $2,680 | dollars as filed | |
| CRACKER BARREL OLD CTRY STOR | 22410J106 | COM | 93 | $2,605 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 31 | $2,298 | dollars as filed | |
| SPDR PORTFOLIO TIPS ETF | 78464A656 | PORTFLI TIPS ETF | 80 | $2,076 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 15 | $1,966 | dollars as filed | |
| IJH | 464287507 | COM | 27 | $1,823 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 5 | $1,554 | dollars as filed | |
| BIT DIGITAL INC | G1144A105 | COMMON STOCK | 1,000 | $1,310 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 150 | $1,275 | dollars as filed | |
| IPG PHOTONICS CORP | 44980X109 | COM | 11 | $1,260 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 5 | $1,250 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 6 | $1,244 | dollars as filed | |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | Stock | 16 | $1,239 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 136 | $1,123 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 18 | $1,031 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 4 | $864 | dollars as filed | |
| FIRST UNITED CORP | 33741H107 | COMMON STOCK | 23 | $843 | dollars as filed | |
| GRAYSCALE ETHEREUM TRUST ETF | 389638107 | SHS | 48 | $819 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 65 | $750 | dollars as filed | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 9 | $675 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 22 | $604 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 22 | $575 | dollars as filed | |
| RAMACO RES INC | 75134P600 | COM CL A | 30 | $464 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 32 | $436 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 10 | $270 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5 | $261 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1 | $238 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1 | $230 | dollars as filed | |
| KRISPY KREME INC | 50101L106 | COMMON STOCK | 3 | $10 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001762294-26-000003 | this filing | 2026-05-05 | acceptance time not in the bulk data set |