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Evergreen Wealth Management, LLC

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13F filer, CIK 1965292, Williamston, MI

Evergreen Wealth Management, LLC reported $178,303,548 across 50 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-04. Its ten largest share positions make up 47.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-001042

Period
2025-06-30
Reported value
$178M
Holdings
50
Top 10 weight
47.29%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DISadded+33,302$4.13M
REGNadded+4,783$2.51M
AMZNadded+7,602$1.67M
BLVadded+22,736$1.58M
GOOGLadded+8,137$1.43M

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
JEPIexited-120,421-$6.88M
VTIreduced-3,627-$1.1M
AAPLreduced-3,840-$788K
BRK-Breduced-1,457-$708K
DHILreduced-3,994-$580K

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 2025

Share positions as resolved from 13F-HR 0001667731-25-001042, largest first. % of portfolio is the value over $178,303,548, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,502 shares; 2024Q4: 54,034 shares; 2025Q1: 61,948 shares; 2025Q2: 61,168 shares 61,168$12.5M7.02%-780Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,778 shares; 2024Q4: 35,759 shares; 2025Q1: 41,193 shares; 2025Q2: 37,566 shares 37,566$11.4M6.4%-3,627Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,746 shares; 2024Q4: 67,394 shares; 2025Q1: 67,307 shares; 2025Q2: 69,564 shares 69,564$9.27M5.2%+2,257Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,107 shares; 2024Q4: 100,904 shares; 2025Q1: 105,921 shares; 2025Q2: 128,657 shares 128,657$8.95M5.02%+22,736Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,139 shares; 2024Q4: 35,868 shares; 2025Q1: 30,724 shares; 2025Q2: 38,326 shares 38,326$8.41M4.72%+7,602Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,313 shares; 2025Q2: 55,615 shares 55,615$6.9M3.87%+33,302Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,738 shares; 2024Q4: 71,681 shares; 2025Q1: 75,194 shares; 2025Q2: 87,560 shares 87,560$6.77M3.8%+12,366Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,604 shares; 2025Q1: 3,570 shares; 2025Q2: 3,390 shares 3,390$6.77M3.8%-180Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,801 shares; 2024Q4: 10,600 shares; 2025Q1: 9,048 shares; 2025Q2: 9,122 shares 9,122$6.73M3.78%+74Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,414 shares; 2024Q4: 30,452 shares; 2025Q1: 29,197 shares; 2025Q2: 37,334 shares 37,334$6.58M3.69%+8,137Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 14,837 shares; 2025Q1: 14,494 shares; 2025Q2: 13,037 shares 13,037$6.33M3.55%-1,457Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,377 shares; 2024Q4: 26,902 shares; 2025Q1: 27,985 shares; 2025Q2: 26,722 shares 26,722$6.05M3.39%-1,263Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,653 shares; 2025Q2: 10,436 shares 10,436$5.48M3.07%+4,783Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 9,741 shares; 2025Q1: 11,414 shares; 2025Q2: 12,947 shares 12,947$5.04M2.82%+1,533Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,156 shares; 2024Q4: 299,976 shares; 2025Q1: 318,128 shares; 2025Q2: 327,266 shares 327,266$4.55M2.55%+9,138Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 8,440 shares; 2025Q1: 8,496 shares; 2025Q2: 8,546 shares 8,546$4.25M2.38%+50Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,173 shares; 2024Q4: 47,364 shares; 2025Q1: 49,612 shares; 2025Q2: 48,511 shares 48,511$3.82M2.14%-1,101Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,541 shares; 2024Q4: 10,763 shares; 2025Q1: 10,393 shares; 2025Q2: 10,462 shares 10,462$3.71M2.08%+69Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,617 shares; 2024Q4: 21,994 shares; 2025Q1: 22,327 shares; 2025Q2: 21,655 shares 21,655$3.31M1.86%-672Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,527 shares; 2025Q2: 37,705 shares 37,705$3.2M1.8%+1,178Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,173 shares; 2025Q1: 6,297 shares; 2025Q2: 6,357 shares 6,357$2.94M1.65%+60Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,292 shares; 2024Q4: 28,583 shares; 2025Q1: 44,362 shares; 2025Q2: 43,568 shares 43,568$2.91M1.63%-794Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,962 shares; 2024Q4: 36,366 shares; 2025Q1: 34,613 shares; 2025Q2: 35,060 shares 35,060$2.61M1.46%+447Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 10,368 shares; 2025Q1: 8,304 shares; 2025Q2: 8,370 shares 8,370$2.43M1.36%+66Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,228 shares; 2024Q4: 41,274 shares; 2025Q1: 42,288 shares; 2025Q2: 34,672 shares 34,672$2.41M1.35%-7,616Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,702 shares; 2025Q1: 5,576 shares; 2025Q2: 5,444 shares 5,444$2.39M1.34%-132Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,202 shares; 2024Q4: 26,865 shares; 2025Q1: 26,902 shares; 2025Q2: 27,208 shares 27,208$2.37M1.33%+306Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 12,305 shares; 2025Q1: 12,187 shares; 2025Q2: 11,894 shares 11,894$2.1M1.18%-293Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,855 shares; 2025Q1: 10,072 shares; 2025Q2: 13,242 shares 13,242$2.09M1.17%+3,170Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 12,082 shares; 2025Q1: 12,267 shares; 2025Q2: 12,348 shares 12,348$1.97M1.1%+81Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,872 shares; 2025Q1: 8,464 shares; 2025Q2: 6,612 shares 6,612$1.85M1.04%-1,852Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 8,473 shares; 2025Q1: 7,611 shares; 2025Q2: 10,377 shares 10,377$1.84M1.03%+2,766Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 11,294 shares; 2025Q1: 12,742 shares; 2025Q2: 12,808 shares 12,808$1.83M1.03%+66Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,693 shares; 2024Q4: 18,711 shares; 2025Q1: 19,152 shares; 2025Q2: 19,210 shares 19,210$1.56M0.88%+58Timeline
DHILDIAMOND HILL INVT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,454 shares; 2024Q4: 27,179 shares; 2025Q1: 14,622 shares; 2025Q2: 10,628 shares 10,628$1.54M0.87%-3,994Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 313 shares; 2025Q1: 282 shares; 2025Q2: 266 shares 266$1.54M0.86%-16Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,677 shares; 2024Q4: 8,115 shares; 2025Q1: 17,248 shares; 2025Q2: 19,354 shares 19,354$1.39M0.78%+2,106Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,221 shares; 2024Q4: 20,929 shares; 2025Q1: 7,295 shares; 2025Q2: 7,133 shares 7,133$1.39M0.78%-162Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 4,909 shares; 2025Q1: 4,793 shares; 2025Q2: 4,679 shares 4,679$1.33M0.75%-114Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 8,109 shares; 2025Q1: 8,027 shares; 2025Q2: 7,834 shares 7,834$1.29M0.72%-193Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 47,866 shares; 2025Q1: 47,223 shares; 2025Q2: 47,111 shares 47,111$1.25M0.7%-112Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,366 shares; 2024Q4: 12,857 shares; 2025Q1: 9,511 shares; 2025Q2: 5,671 shares 5,671$1.16M0.65%-3,840Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 10,938 shares; 2025Q1: 3,844 shares; 2025Q2: 3,752 shares 3,752$1.04M0.58%-92Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,170 shares; 2025Q1: 2,182 shares; 2025Q2: 2,214 shares 2,214$1.04M0.58%+32Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,594 shares; 2025Q1: 3,173 shares; 2025Q2: 3,188 shares 3,188$994K0.56%+15Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 110 shares; 2025Q1: 107 shares; 2025Q2: 109 shares 109$801K0.45%+2Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,298 shares 8,298$737K0.41%newTimeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,362 shares; 2024Q4: 9,802 shares; 2025Q1: 4,815 shares; 2025Q2: 4,734 shares 4,734$636K0.36%-81Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,526 shares; 2024Q4: 20,429 shares; 2025Q1: 10,023 shares; 2025Q2: 9,863 shares 9,863$488K0.27%-160Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,469 shares; 2025Q1: 4,653 shares; 2025Q2: 4,570 shares 4,570$316K0.18%-83Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JEPIJ P MORGAN EXCHANGE TRADED F120,421$6.88Mshares
WMTWALMART INC6,000$527Kshares
ORLYOREILLY AUTOMOTIVE INC257$368Kshares
CBCHUBB LIMITED663$200Kshares

How Q2 2025 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 0001667731-25-001042 base2025-08-04acceptance time not in the bulk data set