Evergreen Wealth Management, LLC filed its 13F report for Q2 2026 on July 31, 2026. The portfolio totaled 213.28 M reflecting a +10.08% change from the prior quarter, spanning 55 assets. The top 10 holdings comprised 48.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.
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Evergreen Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/31/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Evergreen Wealth Management reported a managed portfolio value of 213.28 M, consisting of 55 individual positions.
This page displays the raw filing documents. To see which stocks Evergreen Wealth Management bought or sold during Q2 2026, please visit Evergreen Wealth Management's Portfolio Analysis page.