Notify me when Evergreen Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 54 | $198,587,593 | +$11,029,737 | -$10,688,418 | +$341,319 | VIG, VTI, BLV, VYM, GOOGL | 13F-HR | 05 Feb 2026, 18:09 |
| Q3 2025 | 51 | $190,775,582 | +$22,850,004 | -$19,157,794 | +$3,692,210 | VIG, VTI, BLV, VYM, GOOGL | 13F-HR | 03 Nov 2025, 08:25 |
| Q2 2025 | 51 | $178,303,544 | +$15,556,574 | -$13,616,925 | +$1,939,649 | VIG, VTI, VYM, BLV, AMZN | 13F-HR | 04 Aug 2025, 07:40 |
| Q1 2025 | 53 | $167,441,983 | +$17,975,488 | -$16,180,551 | +$1,794,937 | VIG, VTI, VYM, BRKB, BLV | 13F-HR | 05 May 2025, 08:54 |
| Q4 2024 | 53 | $168,811,797 | +$8,599,404 | -$4,327,607 | +$4,271,797 | VIG, VTI, VYM, AMZN, BLV | 13F-HR | 31 Jan 2025, 11:26 |
| Q3 2024 | 53 | $166,179,699 | +$29,851,560 | -$22,332,356 | +$7,519,204 | VIG, VYM, VTI, BLV, JEPI | 13F-HR | 06 Nov 2024, 16:46 |
| Q2 2024 | 55 | $150,917,734 | +$803 | $0 | +$803 | VIG, VYM, BSV, VTI, AMZN | 13F-HR | 26 Jul 2024, 15:03 |
| Q1 2024 | 55 | $147,731,752 | +$240,680 | $0 | +$240,680 | VIG, VYM, BSV, VTI, AMZN | 13F-HR | 03 May 2024, 15:54 |
| Q4 2023 | 55 | $135,976,324 | +$7,274,899 | -$8,387,162 | -$1,112,263 | VIG, VYM, BSV, VTI, JEPI | 13F-HR | 06 Feb 2024, 13:57 |
| Q3 2023 | 56 | $126,528,239 | +$10,243,096 | -$8,774,414 | +$1,468,682 | BSV, VIG, VYM, JEPI, VTI | 13F-HR | 14 Nov 2023, 08:40 |
| Q2 2023 | 52 | $127,657,414 | +$14,164,682 | -$6,056,181 | +$8,108,501 | BSV, VIG, VYM, SCHD, VTI | 13F-HR | 03 Aug 2023, 13:07 |
| Q1 2023 | 51 | $112,314,833 | +$16,205,576 | -$8,927,558 | +$7,278,018 | BSV, VIG, VYM, SCHD, META | 13F-HR | 25 Apr 2023, 16:28 |
| Q4 2022 | 63 | $108,150,064 | $0 | $0 | $0 | VGSH, VIG, VYM, SCHD, BND | 13F-HR | 14 Feb 2023, 11:18 |