Evergreen Advisors, LLC
Follow13F filer, CIK 1762294, CHATTANOOGA, TN
Evergreen Advisors, LLC reported $468,561,299 across 31 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-04. Its ten largest share positions make up 97.6% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001762294-26-000004
- Period
- 2026-06-30
- Reported value
- $469M
- Holdings
- 31
- Top 10 weight
- 97.6%
- New
- 0
- Sold out
- 137
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VCITadded | +22,846 | $1.89M |
| SCHVadded | +42,924 | $1.49M |
| VGITadded | +20,778 | $1.23M |
| VMBSadded | +21,612 | $1.01M |
| SCHBadded | +20,378 | $590K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BRK-Bexited | -396 | -$190K |
| AMZNexited | -818 | -$170K |
| WMTexited | -1,288 | -$160K |
| CVXexited | -720 | -$149K |
| PNFPexited | -1,604 | -$138K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001762294-26-000004, largest first. % of portfolio is the value over $468,561,299, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SCHBSCHWAB STRATEGIC TR | 6,300,530 | $182M | 38.94% | +20,378 | Timeline | ||
| SCHFSCHWAB STRATEGIC TR | 2,478,368 | $68.7M | 14.65% | +7,469 | Timeline | ||
| VCITVANGUARD SCOTTSDALE FDS | 637,756 | $52.7M | 11.25% | +22,846 | Timeline | ||
| SCHDSCHWAB STRATEGIC TR | 1,568,137 | $49.7M | 10.61% | +17,057 | Timeline | ||
| VGITVANGUARD SCOTTSDALE FDS | 601,308 | $35.5M | 7.57% | +20,778 | Timeline | ||
| VMBSVANGUARD SCOTTSDALE FDS | 714,446 | $33.4M | 7.14% | +21,612 | Timeline | ||
| IJRISHARES TR | 185,830 | $27.6M | 5.88% | +3,239 | Timeline | ||
| SPYSTATE STR SPDR S&P 500 ETF T | 4,538 | $3.39M | 0.72% | -61 | Timeline | ||
| SCHVSCHWAB STRATEGIC TR | 65,818 | $2.29M | 0.49% | +42,924 | Timeline | ||
| VIGVANGUARD SPECIALIZED FUNDS | 6,883 | $1.63M | 0.35% | -12 | Timeline | ||
| AAPLAPPLE INC | 4,241 | $1.23M | 0.26% | +1 | Timeline | ||
| VTEBVANGUARD MUN BD FDS | 20,050 | $1.01M | 0.22% | 0 | Timeline | ||
| IWDISHARES TR | 4,128 | $1M | 0.21% | 0 | Timeline | ||
| VTIVANGUARD INDEX FDS | 2,670 | $988K | 0.21% | +7 | Timeline | ||
| VEUVANGUARD INTL EQUITY INDEX F | 9,877 | $827K | 0.18% | +46 | Timeline | ||
| AGGISHARES TR | 8,101 | $802K | 0.17% | 0 | Timeline | ||
| AVGOBROADCOM INC | 2,009 | $759K | 0.16% | +250 | Timeline | ||
| NVDANVIDIA CORPORATION | 3,369 | $674K | 0.14% | +1,401 | Timeline | ||
| SMBKSMARTFINANCIAL INC | 11,862 | $557K | 0.12% | +26 | Timeline | ||
| TSLATESLA INC | 1,150 | $484K | 0.1% | +997 | Timeline | ||
| GOOGLALPHABET INC | 1,028 | $367K | 0.08% | 0 | Timeline | ||
| INTCINTEL CORP | 2,313 | $323K | 0.07% | 0 | Timeline | ||
| LOWLOWES COS INC | 1,410 | $311K | 0.07% | 0 | Timeline | ||
| VBVANGUARD INDEX FDS | 901 | $273K | 0.06% | +3 | Timeline | ||
| IYWISHARES TR | 1,038 | $262K | 0.06% | 0 | Timeline | ||
| VUGVANGUARD INDEX FDS | 3,010 | $259K | 0.06% | +2,511 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 518 | $247K | 0.05% | +250 | Timeline | ||
| CATCATERPILLAR INC | 210 | $224K | 0.05% | 0 | Timeline | ||
| HDHOME DEPOT INC | 621 | $219K | 0.05% | +1 | Timeline | ||
| MSFTMICROSOFT CORP | 571 | $213K | 0.05% | 0 | Timeline | ||
| VTVVANGUARD INDEX FDS | 929 | $202K | 0.04% | +724 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 137. All 137
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BRK-BBERKSHIRE HATHAWAY INC DEL | 396 | $190K | shares |
| AMZNAMAZON COM INC | 818 | $170K | shares |
| WMTWALMART INC | 1,288 | $160K | shares |
| CVXCHEVRON CORPORATION | 720 | $149K | shares |
| PNFPPINNACLE FINL PARTNERS INC | 1,604 | $138K | shares |
| PNCPNC FINL SVCS GROUP INC | 660 | $137K | shares |
| GEGE AEROSPACE | 476 | $135K | shares |
| JPMJPMORGAN CHASE & CO | 439 | $129K | shares |
| LLYELI LILLY & CO | 128 | $118K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 800 | $117K | shares |
| IWFISHARES TR | 269 | $115K | shares |
| ORCLORACLE CORP | 751 | $110K | shares |
| VYMVANGUARD WHITEHALL FDS | 692 | $102K | shares |
| GEVGE VERNOVA INC | 115 | $100K | shares |
| MHKMOHAWK INDS INC | 1,000 | $98.5K | shares |
| UCBUNITED CMNTY BKS BLAIRSVLE G | 2,949 | $92.8K | shares |
| JNJJOHNSON & JOHNSON | 367 | $89.6K | shares |
| GOOGALPHABET INC | 305 | $87.5K | shares |
| IVVISHARES TR | 127 | $83K | shares |
| CCITIGROUP INC | 712 | $80.7K | shares |
| BILLBILL HOLDINGS INC | 2,000 | $76.6K | shares |
| UNMUNUM GROUP | 1,000 | $73K | shares |
| DVYISHARES TR | 451 | $68.3K | shares |
| AMDADVANCED MICRO DEVICES INC | 331 | $67.3K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 599 | $56.3K | shares |
| FDXFEDEX CORP | 155 | $55.2K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 55 | $54.8K | shares |
| VODVODAFONE GROUP PLC | 3,623 | $54.4K | shares |
| NSCNORFOLK SOUTHN CORP | 188 | $53.9K | shares |
| SDYSPDR SERIES TRUST | 366 | $53.4K | shares |
| SCYBSCHWAB STRATEGIC TR | 2,010 | $52.3K | shares |
| AMATAPPLIED MATLS INC | 151 | $51.6K | shares |
| GLDMWORLD GOLD TR | 534 | $49.5K | shares |
| GSGOLDMAN SACHS GROUP INC | 55 | $46.5K | shares |
| PMPHILIP MORRIS INTL INC | 280 | $46.3K | shares |
| SCHXSCHWAB STRATEGIC TR | 1,753 | $45K | shares |
| VVISA INC | 145 | $43.8K | shares |
| MRKMERCK & CO INC | 359 | $43.2K | shares |
| SHVISHARES TR | 390 | $43.1K | shares |
| VFHVANGUARD WORLD FD | 347 | $41.9K | shares |
| BKNGBOOKING HOLDINGS INC | 9 | $37.9K | shares |
| AMGNAMGEN INC | 105 | $36.9K | shares |
| PGPROCTER & GAMBLE CO | 253 | $36.5K | shares |
| COPCONOCOPHILLIPS | 276 | $36.4K | shares |
| ARWARROW ELECTRS INC | 254 | $36.4K | shares |
| TJXTJX COS INC NEW | 225 | $35.9K | shares |
| DUKDUKE ENERGY CORP NEW | 272 | $35.6K | shares |
| ISRGINTUITIVE SURGICAL INC | 75 | $34.6K | shares |
| UNHUNITEDHEALTH GROUP INC | 123 | $33.3K | shares |
| AXPAMERICAN EXPRESS CO | 109 | $32.9K | shares |
| RTXRTX CORPORATION | 162 | $31.3K | shares |
| AFLAFLAC INC | 266 | $29.2K | shares |
| SCHMSCHWAB STRATEGIC TR | 922 | $28.6K | shares |
| INGING GROEP N.V. | 1,062 | $27.7K | shares |
| SLBSLB LIMITED | 515 | $26.5K | shares |
| FASTFASTENAL CO | 570 | $26.4K | shares |
| GMGENERAL MTRS CO | 355 | $26.4K | shares |
| PEPPEPSICO INC | 161 | $25K | shares |
| DGDOLLAR GEN CORP | 209 | $24.8K | shares |
| SOSOUTHERN CO | 255 | $24.7K | shares |
| IVEISHARES TR | 115 | $24.3K | shares |
| DISDISNEY WALT CO | 249 | $24K | shares |
| PGRPROGRESSIVE CORP | 120 | $23.8K | shares |
| COFCAPITAL ONE FINL CORP | 129 | $23.5K | shares |
| METAMETA PLATFORMS INC | 39 | $22.3K | shares |
| SCHGSCHWAB STRATEGIC TR | 725 | $21.1K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 100 | $20.3K | shares |
| VZVERIZON COMMUNICATIONS INC | 381 | $19.1K | shares |
| AJGGALLAGHER ARTHUR J & CO | 86 | $18.6K | shares |
| BKLCBNY MELLON ETF TRUST | 148 | $18.5K | shares |
| FTECFIDELITY COVINGTON TRUST | 87 | $18.1K | shares |
| SBUXSTARBUCKS CORP | 197 | $17.6K | shares |
| TAT&T INC | 576 | $16.7K | shares |
| LUVSOUTHWEST AIRLS CO | 439 | $16.5K | shares |
| KOCOCA COLA CO | 216 | $16.4K | shares |
| FXRFIRST TR EXCHANGE-TRADED FD | 189 | $15.4K | shares |
| HALHALLIBURTON CO | 396 | $15.4K | shares |
| FISVFISERV INC | 270 | $15.1K | shares |
| FHLCFIDELITY COVINGTON TRUST | 214 | $15K | shares |
| VVVANGUARD INDEX FDS | 49 | $14.7K | shares |
| EMREMERSON ELEC CO | 112 | $14.7K | shares |
| PSXPHILLIPS 66 | 78 | $14.2K | shares |
| XLESELECT SECTOR SPDR TR | 202 | $12.4K | shares |
| RIOTRIOT PLATFORMS INC | 1,000 | $12.4K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 156 | $11.1K | shares |
| CCLCARNIVAL CORP | 400 | $10.4K | shares |
| FNDXSCHWAB STRATEGIC TR | 361 | $10.1K | shares |
| SPYGSPDR SERIES TRUST | 95 | $9.3K | shares |
| TSNTYSON FOODS INC | 139 | $8.92K | shares |
| FNCLFIDELITY COVINGTON TRUST | 122 | $8.54K | shares |
| PFEPFIZER INC | 302 | $8.47K | shares |
| COWZPACER FDS TR | 135 | $8.46K | shares |
| MARAMARA HOLDINGS INC | 1,000 | $8.16K | shares |
| PSCEINVESCO EXCH TRADED FD TR II | 121 | $7.36K | shares |
| ARKKARK ETF TR | 107 | $7.23K | shares |
| CPRICAPRI HOLDINGS LIMITED | 400 | $7.05K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 23 | $6.73K | shares |
| MCHIISHARES TR | 107 | $6.01K | shares |
| USRTISHARES TR | 100 | $5.94K | shares |
| FSTAFIDELITY COVINGTON TRUST | 111 | $5.79K | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001762294-26-000004 | base | 2026-08-04 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001762294-26-000004 | Quarter ended 2026-06-30 | 2026-08-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-26-000003 | Quarter ended 2026-03-31 | 2026-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-26-000001 | Quarter ended 2025-12-31 | 2026-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-25-000005 | Quarter ended 2025-06-30 | 2025-08-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001483467-25-000005 | Quarter ended 2025-03-31 | 2025-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-25-000002 | Quarter ended 2024-12-31 | 2025-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-24-000003 | Quarter ended 2024-09-30 | 2024-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0002011274-24-000006 | Quarter ended 2024-06-30 | 2024-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0002011274-24-000004 | Quarter ended 2024-03-31 | 2024-05-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-24-000002 | Quarter ended 2023-12-31 | 2024-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-23-000003 | Quarter ended 2023-09-30 | 2023-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001478179-23-000005 | Quarter ended 2023-06-30 | 2023-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001841767-23-000003 | Quarter ended 2023-03-31 | 2023-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-23-000001 | Quarter ended 2022-12-31 | 2023-02-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-22-000008 | Quarter ended 2022-09-30 | 2022-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-22-000004 | Quarter ended 2022-06-30 | 2022-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-22-000003 | Quarter ended 2022-03-31 | 2022-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-22-000001 | Quarter ended 2021-12-31 | 2022-02-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-21-000002 | Quarter ended 2021-09-30 | 2021-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001762294-21-000001 | Quarter ended 2021-06-30 | 2021-07-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-21-002304 | Quarter ended 2021-03-31 | 2021-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-21-000204 | Quarter ended 2020-12-31 | 2021-01-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-20-003947 | Quarter ended 2020-09-30 | 2020-11-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-20-002662 | Quarter ended 2020-06-30 | 2020-07-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-20-001803 | Quarter ended 2020-03-31 | 2020-04-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-20-000639 | Quarter ended 2019-12-31 | 2020-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-19-004722 | Quarter ended 2019-09-30 | 2019-10-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-19-003236 | Quarter ended 2019-06-30 | 2019-07-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-19-001928 | Quarter ended 2019-03-31 | 2019-04-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001580642-19-000298 | Quarter ended 2018-12-31 | 2019-01-24 | acceptance time not in the bulk data set |