Evergreen Advisors, LLC
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 468,561
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 31 | 468,561 | 13F-HR | Evergreen Advisors, LLC |
| Q1 2026 | 5/5/2026 | 168 | 425,789 | 13F-HR | Evergreen Advisors, LLC |
| Q4 2025 | 2/5/2026 | 24 | 410,036 | 13F-HR | Evergreen Advisors, LLC |
| Q2 2025 | 8/4/2025 | 22 | 377,486 | 13F-HR | Evergreen Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.605 K | 1.2% | 0 | 2.156 K | -2.156 K |
| ETFs | 463 K | 98.8% | 44.94 K | 0 | 44.94 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
468,561
Holdings
31
QoQ value change ($000)
42,772
(10.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.