Titelia

Holdings of Evergreen Wealth Management, LLC

52 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 47.7 % of the equity sleeve

Sector breakdown

  • Communication 11.4 %
  • Health care 9.2 %
  • Financials 8.0 %
  • Consumer discretionary 7.7 %
  • Technology 6.3 %
  • Industrials 1.3 %
  • Unattributed 56.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 94.7 %
  • TW 3.2 %
  • KZ 2.0 %
  • DK 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US49179.3M $94.67 %
2TW16.1M $3.22 %
3KZ13.8M $2.00 %
4DK1209.4K $0.11 %

Positions

RankCompanySharesValueWeight
1VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 67,67914.6M $
2Vanguard Bond Index Funds 154,30310.6M $
3Vanguard High Dividend Yield E 71,18010.5M $
4Berkshire Hathaway Inc 19,6659.4M $
5Vanguard Total Stock Market ETF 28,3759.1M $
6Amazon.com Inc 37,3617.8M $
7Pitney Bowes Inc 698,1657.7M $
8Markel Group Inc 3,7287.1M $
9Alphabet Inc 24,2447M $
10Regeneron Pharmaceuticals, Inc. 8,3446.4M $
11Vanguard Bond Index Funds 82,2746.3M $
12Taiwan Semiconductor Manufacturing Co Ltd 18,0506.1M $
13Meta Platforms Inc 10,0165.7M $
14Elevance Health Inc 18,7295.5M $
15Walt Disney Co/The 50,1464.8M $
16Invesco S&P 500 Equal Weight ETF 23,6494.5M $
17Pimco Corporate & Income Opportunity Fund 365,6414.4M $
18Kaspi.KZ JSC 51,0733.8M $
19First Citizens BancShares Inc/NC 1,7523.3M $
20Visa Inc 10,8933.3M $
21Microsoft Corp 7,8492.9M $
22Chevron Corp 13,4242.8M $
23Vanguard FTSE All-World ex-US ETF 36,8822.8M $
24Cisco Systems, Inc. 35,2752.7M $
25Netflix Inc 26,9742.6M $
26Vanguard Ultra Short Bond ETF 51,1112.5M $
27Lockheed Martin Corp 4,2102.5M $
28JPMorgan Chase & Co 8,2472.4M $
29Vanguard Growth ETF 5,2082.3M $
30Vanguard Value ETF 11,3122.2M $
31Vanguard Short-term Bond Etf 27,2152.1M $
32Stride Inc 23,6292.1M $
33Johnson & Johnson 7,7551.9M $
34Amgen Inc 4,8681.7M $
35UnitedHealth Group Inc 5,8811.6M $
36Vanguard Index Funds 6,8321.5M $
37Booking Holdings Inc 3371.4M $
38Alphabet Inc 4,8531.4M $
39Schwab US Dividend Equity ETF 44,7581.4M $
40Vanguard Index Funds 7,4491.4M $
41Copart Inc 40,1671.3M $
42Vanguard Mid-Cap Growth ETF 4,4551.1M $
43Vanguard Index Funds 3,5591.1M $
44Floor & Decor Holdings Inc 19,471989.1K $
45Jackson Financial Inc 8,298877.3K $
46Trade Desk Inc/The 35,975816.3K $
47NVR Inc 121795.5K $
48Vanguard FTSE All World ex-US 4,540661.9K $
49Vanguard International Equity Index Funds 9,532515.2K $
50Vanguard Total International S 4,470344.7K $
51Apple Inc 902228.9K $
52Novo Nordisk A/S 5,698209.4K $