Evergreen Wealth Management, LLC
All 13F Filings
- Location
- Williamston, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 193,741
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 54 | 193,741 | 13F-HR | Evergreen Wealth Management, LLC |
| Q4 2025 | 2/6/2026 | 54 | 198,588 | 13F-HR | Evergreen Wealth Management, LLC |
| Q3 2025 | 11/3/2025 | 51 | 190,776 | 13F-HR | Evergreen Wealth Management, LLC |
| Q2 2025 | 8/4/2025 | 50 | 178,304 | 13F-HR | Evergreen Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 118.1 K | 61.0% | 0 | 42.64 K | -42.64 K |
| ETFs | 62.87 K | 32.5% | 37.69 K | 0 | 37.69 K |
| Debt | 12.75 K | 6.6% | 96 | 0 | 96 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
193,741
Holdings
54
QoQ value change ($000)
-4,847
(-2.4%)
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.