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Evergreen Advisors, LLC

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206,318 shares; 2024Q4: 6,366,873 shares; 2025Q1: 6,274,467 shares; 2025Q2: 6,170,240 shares; 2025Q3: not loaded; 2025Q4: 6,167,435 shares; 2026Q1: 6,280,152 shares; 2026Q2: 6,300,530 shares 6,300,530$182M38.94%+20,378Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202,788 shares; 2024Q4: 2,496,042 shares; 2025Q1: 2,460,423 shares; 2025Q2: 2,419,768 shares; 2025Q3: not loaded; 2025Q4: 2,450,245 shares; 2026Q1: 2,470,899 shares; 2026Q2: 2,478,368 shares 2,478,368$68.7M14.65%+7,469Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,240 shares; 2024Q4: 557,423 shares; 2025Q1: 571,724 shares; 2025Q2: 564,549 shares; 2025Q3: not loaded; 2025Q4: 583,718 shares; 2026Q1: 614,910 shares; 2026Q2: 637,756 shares 637,756$52.7M11.25%+22,846Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,099 shares; 2024Q4: 1,445,156 shares; 2025Q1: 1,440,267 shares; 2025Q2: 1,444,389 shares; 2025Q3: not loaded; 2025Q4: 1,517,678 shares; 2026Q1: 1,551,080 shares; 2026Q2: 1,568,137 shares 1,568,137$49.7M10.61%+17,057Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,821 shares; 2024Q4: 551,001 shares; 2025Q1: 552,207 shares; 2025Q2: 543,032 shares; 2025Q3: not loaded; 2025Q4: 559,518 shares; 2026Q1: 580,530 shares; 2026Q2: 601,308 shares 601,308$35.5M7.57%+20,778Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552,364 shares; 2024Q4: 634,610 shares; 2025Q1: 644,467 shares; 2025Q2: 645,774 shares; 2025Q3: not loaded; 2025Q4: 665,812 shares; 2026Q1: 692,834 shares; 2026Q2: 714,446 shares 714,446$33.4M7.14%+21,612Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,633 shares; 2024Q4: 171,964 shares; 2025Q1: 170,182 shares; 2025Q2: 169,036 shares; 2025Q3: not loaded; 2025Q4: 177,537 shares; 2026Q1: 182,591 shares; 2026Q2: 185,830 shares 185,830$27.6M5.88%+3,239Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,123 shares; 2024Q4: 5,864 shares; 2025Q1: 5,253 shares; 2025Q2: 5,232 shares; 2025Q3: not loaded; 2025Q4: 5,120 shares; 2026Q1: 4,599 shares; 2026Q2: 4,538 shares 4,538$3.39M0.72%-61Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 22,894 shares; 2026Q2: 65,818 shares 65,818$2.29M0.49%+42,924Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,604 shares; 2024Q4: 5,648 shares; 2025Q1: 5,674 shares; 2025Q2: 5,673 shares; 2025Q3: not loaded; 2025Q4: 5,804 shares; 2026Q1: 6,895 shares; 2026Q2: 6,883 shares 6,883$1.63M0.35%-12Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,104 shares; 2024Q4: 3,636 shares; 2025Q1: 3,478 shares; 2025Q2: 3,545 shares; 2025Q3: not loaded; 2025Q4: 4,271 shares; 2026Q1: 4,240 shares; 2026Q2: 4,241 shares 4,241$1.23M0.26%+1Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 20,050 shares; 2026Q2: 20,050 shares 20,050$1.01M0.22%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,480 shares; 2024Q4: 3,309 shares; 2025Q1: 4,082 shares; 2025Q2: 4,228 shares; 2025Q3: not loaded; 2025Q4: 4,128 shares; 2026Q1: 4,128 shares; 2026Q2: 4,128 shares 4,128$1M0.21%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 3,874 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: not loaded; 2025Q4: 2,699 shares; 2026Q1: 2,663 shares; 2026Q2: 2,670 shares 2,670$988K0.21%+7Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,490 shares; 2024Q4: 8,629 shares; 2025Q1: 9,830 shares; 2025Q2: 9,899 shares; 2025Q3: not loaded; 2025Q4: 9,816 shares; 2026Q1: 9,831 shares; 2026Q2: 9,877 shares 9,877$827K0.18%+46Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,507 shares; 2024Q4: 9,742 shares; 2025Q1: 9,439 shares; 2025Q2: 9,035 shares; 2025Q3: not loaded; 2025Q4: 8,101 shares; 2026Q1: 8,101 shares; 2026Q2: 8,101 shares 8,101$802K0.17%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,759 shares; 2026Q1: 1,759 shares; 2026Q2: 2,009 shares 2,009$759K0.16%+250Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 2,479 shares; 2025Q2: 1,622 shares; 2025Q3: not loaded; 2025Q4: 1,622 shares; 2026Q1: 1,968 shares; 2026Q2: 3,369 shares 3,369$674K0.14%+1,401Timeline
SMBKSMARTFINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,680 shares; 2024Q4: 11,706 shares; 2025Q1: 11,732 shares; 2025Q2: 11,761 shares; 2025Q3: not loaded; 2025Q4: 11,812 shares; 2026Q1: 11,836 shares; 2026Q2: 11,862 shares 11,862$557K0.12%+26Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 153 shares; 2026Q2: 1,150 shares 1,150$484K0.1%+997Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 783 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028$367K0.08%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,313 shares; 2026Q2: 2,313 shares 2,313$323K0.07%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,185 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: not loaded; 2025Q4: 977 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410$311K0.07%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 873 shares; 2024Q4: 879 shares; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: not loaded; 2025Q4: 895 shares; 2026Q1: 898 shares; 2026Q2: 901 shares 901$273K0.06%+3Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares 1,038$262K0.06%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: not loaded; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 3,010 shares 3,010$259K0.06%+2,511Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 268 shares; 2026Q2: 518 shares 518$247K0.05%+250Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 210 shares 210$224K0.05%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 620 shares; 2026Q2: 621 shares 621$219K0.05%+1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 518 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: not loaded; 2025Q4: 522 shares; 2026Q1: 571 shares; 2026Q2: 571 shares 571$213K0.05%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 929 shares 929$202K0.04%+724Timeline

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

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL396$190Kshares
AMZNAMAZON COM INC818$170Kshares
WMTWALMART INC1,288$160Kshares
CVXCHEVRON CORPORATION720$149Kshares
PNFPPINNACLE FINL PARTNERS INC1,604$138Kshares
PNCPNC FINL SVCS GROUP INC660$137Kshares
GEGE AEROSPACE476$135Kshares
JPMJPMORGAN CHASE & CO439$129Kshares
LLYELI LILLY & CO128$118Kshares
PLTRPALANTIR TECHNOLOGIES INC800$117Kshares
IWFISHARES TR269$115Kshares
ORCLORACLE CORP751$110Kshares
VYMVANGUARD WHITEHALL FDS692$102Kshares
GEVGE VERNOVA INC115$100Kshares
MHKMOHAWK INDS INC1,000$98.5Kshares
UCBUNITED CMNTY BKS BLAIRSVLE G2,949$92.8Kshares
JNJJOHNSON & JOHNSON367$89.6Kshares
GOOGALPHABET INC305$87.5Kshares
IVVISHARES TR127$83Kshares
CCITIGROUP INC712$80.7Kshares
BILLBILL HOLDINGS INC2,000$76.6Kshares
UNMUNUM GROUP1,000$73Kshares
DVYISHARES TR451$68.3Kshares
AMDADVANCED MICRO DEVICES INC331$67.3Kshares
SCHWCHARLES SCHWAB CORP (THE)599$56.3Kshares
FDXFEDEX CORP155$55.2Kshares
COSTCOSTCO WHOLESALE CORPORATION55$54.8Kshares
VODVODAFONE GROUP PLC3,623$54.4Kshares
NSCNORFOLK SOUTHN CORP188$53.9Kshares
SDYSPDR SERIES TRUST366$53.4Kshares
SCYBSCHWAB STRATEGIC TR2,010$52.3Kshares
AMATAPPLIED MATLS INC151$51.6Kshares
GLDMWORLD GOLD TR534$49.5Kshares
GSGOLDMAN SACHS GROUP INC55$46.5Kshares
PMPHILIP MORRIS INTL INC280$46.3Kshares
SCHXSCHWAB STRATEGIC TR1,753$45Kshares
VVISA INC145$43.8Kshares
MRKMERCK & CO INC359$43.2Kshares
SHVISHARES TR390$43.1Kshares
VFHVANGUARD WORLD FD347$41.9Kshares
BKNGBOOKING HOLDINGS INC9$37.9Kshares
AMGNAMGEN INC105$36.9Kshares
PGPROCTER & GAMBLE CO253$36.5Kshares
COPCONOCOPHILLIPS276$36.4Kshares
ARWARROW ELECTRS INC254$36.4Kshares
TJXTJX COS INC NEW225$35.9Kshares
DUKDUKE ENERGY CORP NEW272$35.6Kshares
ISRGINTUITIVE SURGICAL INC75$34.6Kshares
UNHUNITEDHEALTH GROUP INC123$33.3Kshares
AXPAMERICAN EXPRESS CO109$32.9Kshares
RTXRTX CORPORATION162$31.3Kshares
AFLAFLAC INC266$29.2Kshares
SCHMSCHWAB STRATEGIC TR922$28.6Kshares
INGING GROEP N.V.1,062$27.7Kshares
SLBSLB LIMITED515$26.5Kshares
FASTFASTENAL CO570$26.4Kshares
GMGENERAL MTRS CO355$26.4Kshares
PEPPEPSICO INC161$25Kshares
DGDOLLAR GEN CORP209$24.8Kshares
SOSOUTHERN CO255$24.7Kshares
IVEISHARES TR115$24.3Kshares
DISDISNEY WALT CO249$24Kshares
PGRPROGRESSIVE CORP120$23.8Kshares
COFCAPITAL ONE FINL CORP129$23.5Kshares
METAMETA PLATFORMS INC39$22.3Kshares
SCHGSCHWAB STRATEGIC TR725$21.1Kshares
ADPAUTOMATIC DATA PROCESSING IN100$20.3Kshares
VZVERIZON COMMUNICATIONS INC381$19.1Kshares
AJGGALLAGHER ARTHUR J & CO86$18.6Kshares
BKLCBNY MELLON ETF TRUST148$18.5Kshares
FTECFIDELITY COVINGTON TRUST87$18.1Kshares
SBUXSTARBUCKS CORP197$17.6Kshares
TAT&T INC576$16.7Kshares
LUVSOUTHWEST AIRLS CO439$16.5Kshares
KOCOCA COLA CO216$16.4Kshares
FXRFIRST TR EXCHANGE-TRADED FD189$15.4Kshares
HALHALLIBURTON CO396$15.4Kshares
FISVFISERV INC270$15.1Kshares
FHLCFIDELITY COVINGTON TRUST214$15Kshares
VVVANGUARD INDEX FDS49$14.7Kshares
EMREMERSON ELEC CO112$14.7Kshares
PSXPHILLIPS 6678$14.2Kshares
XLESELECT SECTOR SPDR TR202$12.4Kshares
RIOTRIOT PLATFORMS INC1,000$12.4Kshares
GEHCGE HEALTHCARE TECHNOLOGIES I156$11.1Kshares
CCLCARNIVAL CORP400$10.4Kshares
FNDXSCHWAB STRATEGIC TR361$10.1Kshares
SPYGSPDR SERIES TRUST95$9.3Kshares
TSNTYSON FOODS INC139$8.92Kshares
FNCLFIDELITY COVINGTON TRUST122$8.54Kshares
PFEPFIZER INC302$8.47Kshares
COWZPACER FDS TR135$8.46Kshares
MARAMARA HOLDINGS INC1,000$8.16Kshares
PSCEINVESCO EXCH TRADED FD TR II121$7.36Kshares
ARKKARK ETF TR107$7.23Kshares
CPRICAPRI HOLDINGS LIMITED400$7.05Kshares
ELVELEVANCE HEALTH INC FORMERLY23$6.73Kshares
MCHIISHARES TR107$6.01Kshares
USRTISHARES TR100$5.94Kshares
FSTAFIDELITY COVINGTON TRUST111$5.79Kshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001762294-26-000004 base2026-08-04acceptance 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.

FilingSubjectFiledAcceptedIngested
13F-HR 0001762294-26-000004 Quarter ended 2026-06-302026-08-04acceptance time not in the bulk data set
13F-HR 0001762294-26-000003 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0001762294-26-000001 Quarter ended 2025-12-312026-02-05acceptance time not in the bulk data set
13F-HR 0001762294-25-000005 Quarter ended 2025-06-302025-08-04acceptance time not in the bulk data set
13F-HR 0001483467-25-000005 Quarter ended 2025-03-312025-05-07acceptance time not in the bulk data set
13F-HR 0001762294-25-000002 Quarter ended 2024-12-312025-02-05acceptance time not in the bulk data set
13F-HR 0001762294-24-000003 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set
13F-HR 0002011274-24-000006 Quarter ended 2024-06-302024-08-08acceptance time not in the bulk data set
13F-HR 0002011274-24-000004 Quarter ended 2024-03-312024-05-03acceptance time not in the bulk data set
13F-HR 0001762294-24-000002 Quarter ended 2023-12-312024-02-07acceptance time not in the bulk data set
13F-HR 0001762294-23-000003 Quarter ended 2023-09-302023-11-03acceptance time not in the bulk data set
13F-HR 0001478179-23-000005 Quarter ended 2023-06-302023-07-31acceptance time not in the bulk data set
13F-HR 0001841767-23-000003 Quarter ended 2023-03-312023-05-05acceptance time not in the bulk data set
13F-HR 0001762294-23-000001 Quarter ended 2022-12-312023-02-02acceptance time not in the bulk data set
13F-HR 0001762294-22-000008 Quarter ended 2022-09-302022-11-01acceptance time not in the bulk data set
13F-HR 0001762294-22-000004 Quarter ended 2022-06-302022-07-29acceptance time not in the bulk data set
13F-HR 0001762294-22-000003 Quarter ended 2022-03-312022-05-05acceptance time not in the bulk data set
13F-HR 0001762294-22-000001 Quarter ended 2021-12-312022-02-03acceptance time not in the bulk data set
13F-HR 0001762294-21-000002 Quarter ended 2021-09-302021-11-03acceptance time not in the bulk data set
13F-HR 0001762294-21-000001 Quarter ended 2021-06-302021-07-14acceptance time not in the bulk data set
13F-HR 0001580642-21-002304 Quarter ended 2021-03-312021-05-10acceptance time not in the bulk data set
13F-HR 0001580642-21-000204 Quarter ended 2020-12-312021-01-21acceptance time not in the bulk data set
13F-HR 0001580642-20-003947 Quarter ended 2020-09-302020-11-02acceptance time not in the bulk data set
13F-HR 0001580642-20-002662 Quarter ended 2020-06-302020-07-17acceptance time not in the bulk data set
13F-HR 0001580642-20-001803 Quarter ended 2020-03-312020-04-28acceptance time not in the bulk data set
13F-HR 0001580642-20-000639 Quarter ended 2019-12-312020-02-10acceptance time not in the bulk data set
13F-HR 0001580642-19-004722 Quarter ended 2019-09-302019-10-16acceptance time not in the bulk data set
13F-HR 0001580642-19-003236 Quarter ended 2019-06-302019-07-17acceptance time not in the bulk data set
13F-HR 0001580642-19-001928 Quarter ended 2019-03-312019-04-16acceptance time not in the bulk data set
13F-HR 0001580642-19-000298 Quarter ended 2018-12-312019-01-24acceptance time not in the bulk data set