Evergreen Wealth Management, LLC
All 13F Filings
- Location
- Williamston, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 213,279
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/31/2026 | 55 | 213,279 | 13F-HR | Evergreen Wealth Management, LLC |
| 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 | 127.5 K | 59.8% | 9.329 K | 0 | 9.329 K |
| ETFs | 72.5 K | 34.0% | 9.625 K | 0 | 9.625 K |
| Debt | 13.33 K | 6.2% | 581 | 0 | 581 |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
213,279
Holdings
55
QoQ value change ($000)
19,538
(10.1%)
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.