Evergreen Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Jayme O'Donnell, lists 31 total positions held by the firm.
The largest holding disclosed in the report is the Schwab Strategic Trust U.S. Broad Market ETF, which accounts for 6,240,311 shares. This is followed by the Schwab Strategic Trust International Equity ETF, with 2,437,863 shares. The portfolio also includes significant positions in the Vanguard Specialized Funds Dividend Appreciation ETF (6,906 shares) and the Vanguard Index Funds Total Stock Market ETF (2,677 shares).
Among individual equities, the filing shows Evergreen Advisors holds a position in Taiwan Semiconductor Manufacturing Sponsored ADS (518 shares) and Broadcom Inc. (2,009 shares). The firm also lists positions in Amazon.com Inc. (818 shares), Advanced Micro Devices Inc. (331 shares), Intel Corp. (2,313 shares), and Microsoft Corp. (571 shares). Other notable individual stock holdings include Lowes Cos. Inc. (1,410 shares), Alphabet Inc. Class A (1,028 shares), and Tesla Inc. (1,150 shares).
The filing indicates that all positions listed are held in a Sole capacity, with no shared investment discretion noted.
