Institutional Fund
Evergreen Wealth Management, LLC
Williamston, MICIK 19652925 filings on record
Portfolio Value
$193.74M
Q1 2026
Holdings
54
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.4%
from $198.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Specialized Funds7.5%
- Vanguard Bd Index Fds5.5%
- Vanguard Whitehall Fds5.4%
- Berkshire Hathaway Inc Del4.9%
- Vanguard Index Fds4.7%
- Amazon Com Inc4.0%
- Other68.0%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 67.7K | $14.56M | 7.5% | +1.7K | Added |
| 2 | Vanguard Bd Index Fds | 154.3K | $10.61M | 5.5% | +2.6K | Added |
| 3 | Vanguard Whitehall Fds | 71.2K | $10.54M | 5.4% | +336 | Added |
| 4 | Berkshire Hathaway Inc Del | 19.7K | $9.42M | 4.9% | +6.2K | Added |
| 5 | Vanguard Index Fds | 28.4K | $9.10M | 4.7% | −3.1K | Reduced |
| 6 | Amazon Com Inc | 37.4K | $7.78M | 4.0% | −1.2K | Reduced |
| 7 | Pitney Bowes Inc | 698.2K | $7.71M | 4.0% | −189 | Reduced |
| 8 | Markel Group Inc | 3.7K | $7.13M | 3.7% | +112 | Added |
| 9 | Alphabet Inc | 24.2K | $6.97M | 3.6% | −5.0K | Reduced |
| 10 | Regeneron Pharmaceuticals | 8.3K | $6.45M | 3.3% | −1.5K | Reduced |
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