Evergreen Wealth Management, LLC
•CIK: 1965292•Filing: Q4 2025
**Evergreen Wealth Management, LLC** manages $199M across a diversified portfolio of 54 positions. The strategy exhibits a notable allocation toward established growth and dividend-paying equities, highlighted by top holdings including VIG ($14.5M) and VTI ($10.6M). Significant exposure is maintained in technology and healthcare sectors, with positions in GOOGL ($9.1M), AMZN ($8.9M), and REGN ($7.6M). This concentrated approach balances income generation with exposure to market leaders.
Total AUM
$198.6M
QoQ Performance
+4.1%
Positions
42
Top 10 Concentration
47.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
VTI
BLV
VYM
VIG7.3%
VTI5.3%
BLV5.3%
VYM5.1%
GOOGL4.6%
AMZN4.5%
MKL3.9%
REGN3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.4%
Technology13.1%
Financial6.7%
Consumer5.1%
Healthcare4.0%
Communication3.1%
Industrial1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑33 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023