Evergreen Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$2.96M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.61M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$1.28M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.26M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.01M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab High Yield Bond ETF
SCYB
|
+$580K |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$354K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$12.1K |
| 4 |
Apple
AAPL
|
+$8.07K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.67% |
| 2 | Financials | 0.38% |
| 3 | Consumer Discretionary | 0.24% |
| 4 | Industrials | 0.14% |
| 5 | Communication Services | 0.12% |
Similar funds
Evergreen Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Evergreen Advisors held 168 positions worth $426M, up 3.8% from $410M the previous quarter. Its ten largest holdings account for 97% of the portfolio.
Evergreen Advisors deployed $17.1M of net new capital in Q1 2026, opening 144 new positions and adding to 15 existing holdings. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 20,050 shares worth $1M.
By sector, the portfolio is most concentrated in Technology at 0.67% of assets, up from 0.57% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Schwab High Yield Bond ETF, an estimated $580K trimmed.
- Evergreen Advisors's largest Q1 2026 buy was Vanguard Tax-Exempt Bond Index Fund: 20,050 shares worth $1M.
- Evergreen Advisors added most to Schwab US Broad Market ETF in Q1 2026, an estimated $2.96M increase.
- Evergreen Advisors's biggest Q1 2026 reduction was Schwab High Yield Bond ETF, cutting an estimated $580K.
- Evergreen Advisors's ten largest holdings make up 97% of its $426M portfolio in Q1 2026.
- Evergreen Advisors opened 144 new positions and closed 0 in Q1 2026.
- Evergreen Advisors's portfolio value rose 3.8% quarter-over-quarter to $426M.
Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.