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Evergreen Wealth Management, LLC

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13F filer, CIK 1965292, Williamston, MI

Evergreen Wealth Management, LLC reported $190,775,582 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-03. Its ten largest share positions make up 47.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-25-000212

Period
2025-09-30
Reported value
$191M
Holdings
51
Top 10 weight
47.12%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PBInew+586,418$6.69M
FISVnew+39,254$5.06M
FCNCAnew+1,689$3.02M
VUSBnew+40,582$2.03M
ELVadded+4,336$1.4M

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
PYPLexited-35,060-$2.61M
MDTexited-27,208-$2.37M
QCOMexited-12,348-$1.97M
BSVreduced-22,720-$1.79M
FISexited-19,210-$1.56M

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, Q3 2025

Share positions as resolved from 13F-HR 0002085853-25-000212, largest first. % of portfolio is the value over $190,775,582, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,502 shares; 2024Q4: 54,034 shares; 2025Q1: 61,948 shares; 2025Q2: 61,168 shares; 2025Q3: 61,985 shares 61,985$13.4M7.01%+817Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,778 shares; 2024Q4: 35,759 shares; 2025Q1: 41,193 shares; 2025Q2: 37,566 shares; 2025Q3: 38,051 shares 38,051$12.5M6.55%+485Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,107 shares; 2024Q4: 100,904 shares; 2025Q1: 105,921 shares; 2025Q2: 128,657 shares; 2025Q3: 146,354 shares 146,354$10.4M5.44%+17,697Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,746 shares; 2024Q4: 67,394 shares; 2025Q1: 67,307 shares; 2025Q2: 69,564 shares; 2025Q3: 69,822 shares 69,822$9.84M5.16%+258Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,414 shares; 2024Q4: 30,452 shares; 2025Q1: 29,197 shares; 2025Q2: 37,334 shares; 2025Q3: 35,738 shares 35,738$8.69M4.55%-1,596Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,139 shares; 2024Q4: 35,868 shares; 2025Q1: 30,724 shares; 2025Q2: 38,326 shares; 2025Q3: 38,039 shares 38,039$8.35M4.38%-287Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,604 shares; 2025Q1: 3,570 shares; 2025Q2: 3,390 shares; 2025Q3: 3,544 shares 3,544$6.77M3.55%+154Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,377 shares; 2024Q4: 26,902 shares; 2025Q1: 27,985 shares; 2025Q2: 26,722 shares; 2025Q3: 24,019 shares 24,019$6.71M3.52%-2,703Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 586,418 shares 586,418$6.69M3.51%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 14,837 shares; 2025Q1: 14,494 shares; 2025Q2: 13,037 shares; 2025Q3: 13,124 shares 13,124$6.6M3.46%+87Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,801 shares; 2024Q4: 10,600 shares; 2025Q1: 9,048 shares; 2025Q2: 9,122 shares; 2025Q3: 8,587 shares 8,587$6.31M3.31%-535Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,738 shares; 2024Q4: 71,681 shares; 2025Q1: 75,194 shares; 2025Q2: 87,560 shares; 2025Q3: 78,064 shares 78,064$6.1M3.2%-9,496Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,313 shares; 2025Q2: 55,615 shares; 2025Q3: 52,625 shares 52,625$6.03M3.16%-2,990Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 9,741 shares; 2025Q1: 11,414 shares; 2025Q2: 12,947 shares; 2025Q3: 17,283 shares 17,283$5.58M2.93%+4,336Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,653 shares; 2025Q2: 10,436 shares; 2025Q3: 9,628 shares 9,628$5.41M2.84%-808Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,254 shares 39,254$5.06M2.65%newTimeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,156 shares; 2024Q4: 299,976 shares; 2025Q1: 318,128 shares; 2025Q2: 327,266 shares; 2025Q3: 336,852 shares 336,852$4.86M2.55%+9,586Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,617 shares; 2024Q4: 21,994 shares; 2025Q1: 22,327 shares; 2025Q2: 21,655 shares; 2025Q3: 19,926 shares 19,926$3.69M1.94%-1,729Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,541 shares; 2024Q4: 10,763 shares; 2025Q1: 10,393 shares; 2025Q2: 10,462 shares; 2025Q3: 10,561 shares 10,561$3.61M1.89%+99Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 8,440 shares; 2025Q1: 8,496 shares; 2025Q2: 8,546 shares; 2025Q3: 6,925 shares 6,925$3.59M1.88%-1,621Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,527 shares; 2025Q2: 37,705 shares; 2025Q3: 40,603 shares 40,603$3.32M1.74%+2,898Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,173 shares; 2025Q1: 6,297 shares; 2025Q2: 6,357 shares; 2025Q3: 6,340 shares 6,340$3.16M1.66%-17Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,689 shares 1,689$3.02M1.58%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,292 shares; 2024Q4: 28,583 shares; 2025Q1: 44,362 shares; 2025Q2: 43,568 shares; 2025Q3: 39,761 shares 39,761$2.84M1.49%-3,807Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,702 shares; 2025Q1: 5,576 shares; 2025Q2: 5,444 shares; 2025Q3: 5,450 shares 5,450$2.61M1.37%+6Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 10,368 shares; 2025Q1: 8,304 shares; 2025Q2: 8,370 shares; 2025Q3: 7,958 shares 7,958$2.51M1.32%-412Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,228 shares; 2024Q4: 41,274 shares; 2025Q1: 42,288 shares; 2025Q2: 34,672 shares; 2025Q3: 35,127 shares 35,127$2.4M1.26%+455Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 8,473 shares; 2025Q1: 7,611 shares; 2025Q2: 10,377 shares; 2025Q3: 9,821 shares 9,821$2.39M1.25%-556Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 12,305 shares; 2025Q1: 12,187 shares; 2025Q2: 11,894 shares; 2025Q3: 11,919 shares 11,919$2.22M1.17%+25Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,173 shares; 2024Q4: 47,364 shares; 2025Q1: 49,612 shares; 2025Q2: 48,511 shares; 2025Q3: 25,791 shares 25,791$2.04M1.07%-22,720Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,582 shares 40,582$2.03M1.06%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 11,294 shares; 2025Q1: 12,742 shares; 2025Q2: 12,808 shares; 2025Q3: 13,018 shares 13,018$2.02M1.06%+210Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,594 shares; 2025Q1: 3,173 shares; 2025Q2: 3,188 shares; 2025Q3: 5,736 shares 5,736$1.98M1.04%+2,548Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,855 shares; 2025Q1: 10,072 shares; 2025Q2: 13,242 shares; 2025Q3: 10,261 shares 10,261$1.91M1%-2,981Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,872 shares; 2025Q1: 8,464 shares; 2025Q2: 6,612 shares; 2025Q3: 5,787 shares 5,787$1.63M0.86%-825Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,221 shares; 2024Q4: 20,929 shares; 2025Q1: 7,295 shares; 2025Q2: 7,133 shares; 2025Q3: 7,123 shares 7,123$1.49M0.78%-10Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 4,909 shares; 2025Q1: 4,793 shares; 2025Q2: 4,679 shares; 2025Q3: 4,685 shares 4,685$1.38M0.72%+6Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 8,109 shares; 2025Q1: 8,027 shares; 2025Q2: 7,834 shares; 2025Q3: 7,850 shares 7,850$1.37M0.72%+16Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 47,866 shares; 2025Q1: 47,223 shares; 2025Q2: 47,111 shares; 2025Q3: 45,011 shares 45,011$1.23M0.64%-2,100Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,170 shares; 2025Q1: 2,182 shares; 2025Q2: 2,214 shares; 2025Q3: 2,230 shares 2,230$1.22M0.64%+16Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 313 shares; 2025Q1: 282 shares; 2025Q2: 266 shares; 2025Q3: 219 shares 219$1.18M0.62%-47Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 10,938 shares; 2025Q1: 3,844 shares; 2025Q2: 3,752 shares; 2025Q3: 3,745 shares 3,745$1.11M0.58%-7Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,188 shares 23,188$1.04M0.55%newTimeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 110 shares; 2025Q1: 107 shares; 2025Q2: 109 shares; 2025Q3: 115 shares 115$922K0.48%+6Timeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,298 shares; 2025Q3: 8,298 shares 8,298$840K0.44%0Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,677 shares; 2024Q4: 8,115 shares; 2025Q1: 17,248 shares; 2025Q2: 19,354 shares; 2025Q3: 16,130 shares 16,130$791K0.41%-3,224Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,362 shares; 2024Q4: 9,802 shares; 2025Q1: 4,815 shares; 2025Q2: 4,734 shares; 2025Q3: 4,684 shares 4,684$668K0.35%-50Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,526 shares; 2024Q4: 20,429 shares; 2025Q1: 10,023 shares; 2025Q2: 9,863 shares; 2025Q3: 9,761 shares 9,761$529K0.28%-102Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,469 shares; 2025Q1: 4,653 shares; 2025Q2: 4,570 shares; 2025Q3: 4,527 shares 4,527$333K0.17%-43Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,366 shares; 2024Q4: 12,857 shares; 2025Q1: 9,511 shares; 2025Q2: 5,671 shares; 2025Q3: 915 shares 915$233K0.12%-4,756Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares 226$219K0.11%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
PYPLPAYPAL HLDGS INC35,060$2.61Mshares
MDTMEDTRONIC PLC27,208$2.37Mshares
QCOMQUALCOMM INC12,348$1.97Mshares
FISFIDELITY NATL INFORMATION SV19,210$1.56Mshares
DHILDIAMOND HILL INVT GROUP INC10,628$1.54Mshares

How Q3 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 0002085853-25-000212 base2025-11-03acceptance time not in the bulk data set