EVERGREEN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PBI | 698K | $7.71M |
 | DIS | 50K | $4.83M |
 | CPRT | 40K | $1.33M |
 | AMZN | 37K | $7.78M |
 | TTD | 36K | $816.27K |
 | CSCO | 35K | $2.74M |
 | NFLX | 27K | $2.59M |
 | GOOGL | 24K | $6.97M |
 | LRN | 24K | $2.08M |
 | ACN | 21K | $4.14M |
 | BRK-B | 20K | $9.42M |
 | FND | 19K | $989.11K |
 | ELV | 19K | $5.48M |
 | TSM | 18K | $6.10M |
 | CVX | 13K | $2.78M |
 | V | 11K | $3.29M |
 | META | 10K | $5.73M |
 | REGN | 8K | $6.45M |
 | JXN | 8K | $877.26K |
 | JPM | 8K | $2.43M |
Pitney Bowes Inc.
PBI
Shares Held
698K
Value
$7.71M
The Walt Disney Company
DIS
Shares Held
50K
Value
$4.83M
Copart, Inc.
CPRT
Shares Held
40K
Value
$1.33M
Amazon.com, Inc.
AMZN
Shares Held
37K
Value
$7.78M
The Trade Desk, Inc.
TTD
Shares Held
36K
Value
$816.27K
Cisco Systems, Inc.
CSCO
Shares Held
35K
Value
$2.74M
Netflix, Inc.
NFLX
Shares Held
27K
Value
$2.59M
Alphabet Inc.
GOOGL
Shares Held
24K
Value
$6.97M
Stride, Inc.
LRN
Shares Held
24K
Value
$2.08M
Accenture plc
ACN
Shares Held
21K
Value
$4.14M
Berkshire Hathaway Inc.
BRK-B
Shares Held
20K
Value
$9.42M
Floor & Decor Holdings, Inc.
FND
Shares Held
19K
Value
$989.11K
Elevance Health Inc.
ELV
Shares Held
19K
Value
$5.48M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
18K
Value
$6.10M
Chevron Corporation
CVX
Shares Held
13K
Value
$2.78M
Visa Inc.
V
Shares Held
11K
Value
$3.29M
Meta Platforms, Inc.
META
Shares Held
10K
Value
$5.73M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
8K
Value
$6.45M
Jackson Financial Inc.
JXN
Shares Held
8K
Value
$877.26K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.43M