Evergreen Wealth Management, LLC ETF holdings
Williamston, MI
Reported $85.8M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$85.8M
ETFs held
21
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
40.2%
of $213.3M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | $16.3M | 69,053 | +1,374 shares |
| VYM | Vanguard High Dividend Yield ETF | $11.5M | 72,610 | +1,430 shares |
| BLV | Vanguard Long-Term Bond ETF | $11.1M | 161,241 | +6,938 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $9.1M | 24,621 | −3,754 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $6.6M | 85,937 | +3,663 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $4.2M | 52,579 | New position |
| VB | Vanguard Morningstar Small-Cap ETF | $4.1M | 13,673 | New position |
| VEU | Vanguard FTSE All-World ex-US ETF | $3.2M | 37,853 | +971 shares |
| VUG | Vanguard Morningstar Growth ETF | $2.7M | 31,866 | +26,658 shares |
| VTV | Vanguard Morningstar Value ETF | $2.5M | 11,568 | +256 shares |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001965292. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Evergreen Wealth Management, LLC own?
Evergreen Wealth Management, LLC reported 21 ETF positions worth $85.8M in its Form 13F for June 30, 2026. The largest was VIG, at $16.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.