Evergreen Advisors, LLC
CIK 1762294
13F filing for Q2 2026・No. 4,058
- Holdings
- US$468.56M
- Quarter change
- +US$42.77M
- Entries
- 31
- Net bought (estimate)
- +US$3.74M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 137
- Cut 2
- Added 20
- Corporate actions 0
- Unchanged 9
Largest holdings
31 stocks worth US$468.56M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Added | 6,300,530 | US$182.46M | 38.94% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 2,478,368 | US$68.65M | 14.65% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 637,756 | US$52.71M | 11.25% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 1,568,137 | US$49.73M | 10.61% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 601,308 | US$35.47M | 7.57% |
| VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | Added | 714,446 | US$33.44M | 7.14% |
| ISHARES TRCORE S&P SCP ETF | Added | 185,830 | US$27.56M | 5.88% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 4,538 | US$3.39M | 0.72% |
| SCHWAB STRATEGIC TRUS LCAP VA ETF | Added | 65,818 | US$2.29M | 0.49% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 6,883 | US$1.63M | 0.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.