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.
Back to all 31 share positions
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| 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 |
| FIDUFIDELITY COVINGTON TRUST | 63 | $5.47K | shares |
| SPDWSPDR INDEX SHS FDS | 113 | $5.17K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 150 | $4.8K | shares |
| CHRDCHORD ENERGY CORPORATION | 30 | $4.26K | shares |
| CSXCSX CORP | 99 | $4.08K | shares |
| CORTCORCEPT THERAPEUTICS INC | 100 | $4.03K | shares |
| GLWCORNING INC | 24 | $3.31K | shares |
| RDVYFIRST TR EXCHANGE TRADED FD | 42 | $2.84K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 54 | $2.68K | shares |
| CBRLCRACKER BARREL OLD CTRY STOR | 93 | $2.6K | shares |
| BNDVANGUARD BD INDEX FDS | 31 | $2.3K | shares |
| SPIPSPDR SERIES TRUST | 80 | $2.08K | shares |
| AEPAMERICAN ELEC PWR CO INC | 15 | $1.97K | shares |
| IJHISHARES TR | 27 | $1.82K | shares |
| MCDMCDONALDS CORP | 5 | $1.55K | shares |
| BTBTBIT DIGITAL INC | 1,000 | $1.31K | shares |
| RDWREDWIRE CORPORATION | 150 | $1.27K | shares |
| IPGPIPG PHOTONICS CORP | 11 | $1.26K | shares |
| WABWABTEC | 5 | $1.25K | shares |
| ALLALLSTATE CORP | 6 | $1.24K | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 16 | $1.24K | shares |
| JOBYJOBY AVIATION INC | 136 | $1.12K | shares |
| CARRCARRIER GLOBAL CORPORATION | 18 | $1.03K | shares |
| CHTRCHARTER COMMUNICATIONS INC | 4 | $864 | shares |
| FUNCFIRST UTD CORP | 23 | $843 | shares |
| ETHEGRAYSCALE ETHEREUM STAKING E | 48 | $819 | shares |
| FFORD MTR CO | 65 | $750 | shares |
| OTISOTIS WORLDWIDE CORP | 9 | $675 | shares |
| WBDWARNER BROS DISCOVERY INC | 22 | $604 | shares |
| RFREGIONS FINANCIAL CORP NEW | 22 | $575 | shares |
| METCRAMACO RES INC | 30 | $464 | shares |
| VTRSVIATRIS INC | 32 | $436 | shares |
| CHWYCHEWY INC | 10 | $270 | shares |
| BACBANK OF AMER CORP | 5 | $261 | shares |
| QQQMINVESCO EXCH TRADED FD TR II | 1 | $238 | shares |
| VBRVANGUARD INDEX FDS | 1 | $230 | shares |
| DNUTKRISPY KREME INC | 3 | $10 | 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 |