2026 Q1 Portfolio Activity
In 2026 Q1, Evergreen Advisors, LLC maintained a portfolio of 168 distinct positions. The most significant new addition was VANGUARD MUN BD FDS, now representing 0.23% of the total fund value. They heavily accumulated shares in VANGUARD SPECIALIZED FUNDS, increasing the position by 18.8%.
Position History
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Total Positions
168
Quarter
2026 Q1
Top Holding
SCHB (37.0%)
Top 10 Concentration
96.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 168
Evergreen Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHB
SCHWAB STRATEGI...
|
ETF | 37.02% | 39.45% |
#1
Prev: #1
|
6.5 |
—
|
112,717 | 1.8% |
P
S
|
6,280,152 | $157,631,813 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 14.36% | 14.37% |
#2
Prev: #2
|
6.0 |
—
|
20,654 | 0.8% |
P
S
|
2,470,899 | $61,154,746 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 11.95% | 11.92% |
#3
Prev: #3
|
7.0 |
—
|
31,192 | 5.3% |
P
S
|
614,910 | $50,883,772 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 11.18% | 10.15% |
#4
Prev: #4
|
5.0 |
—
|
33,402 | 2.2% |
P
S
|
1,551,080 | $47,587,136 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 8.12% | 8.18% |
#5
Prev: #5
|
4.2 |
—
|
21,012 | 3.8% |
P
S
|
580,530 | $34,570,540 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 7.64% | 7.64% |
#6
Prev: #6
|
3.6 |
—
|
27,022 | 4.1% |
P
S
|
692,834 | $32,528,542 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJR
ISHARES TR
|
ETF | 5.33% | 5.20% |
#7
Prev: #7
|
2.6 |
—
|
5,054 | 2.8% |
P
S
|
182,591 | $22,697,896 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.70% | 0.85% |
#8
Prev: #8
|
0.8 |
—
|
-521 | -10.2% |
P
S
|
4,599 | $2,990,914 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.35% | 0.31% |
#9
Prev: #9
|
2.1 |
—
|
1,091 | 18.8% |
P
S
|
6,895 | $1,482,871 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAPL
APPLE INC
|
Technology | 0.25% | 0.28% |
#10
Prev: #10
|
0.6 |
—
|
-31 | -0.7% |
P
S
|
4,240 | $1,076,085 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.23% | — |
#11
Prev: #—
|
3.6 |
—
|
20,050 | — |
NEW
|
20,050 | $1,000,291 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWD
ISHARES TR
|
ETF | 0.21% | 0.21% |
#12
Prev: #12
|
1.1 |
—
|
no change | no change |
P
S
|
4,128 | $882,030 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.20% | 0.22% |
#13
2
Prev: #11
|
0.6 |
—
|
-36 | -1.3% |
P
S
|
2,663 | $854,288 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AGG
ISHARES TR
|
ETF | 0.19% | 0.20% |
#14
1
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
8,101 | $804,186 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.17% | 0.18% |
#15
1
Prev: #14
|
0.6 |
—
|
15 | 0.2% |
P
S
|
9,831 | $738,295 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.16% | — |
#16
Prev: #—
|
3.6 |
—
|
22,894 | — |
NEW
|
22,894 | $698,267 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.13% | 0.15% |
#17
1
Prev: #16
|
1.1 |
—
|
no change | no change |
P
S
|
1,759 | $544,428 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SMBK
SMARTFINANCIAL ...
|
Financial Services | 0.11% | 0.11% |
#18
1
Prev: #17
|
0.5 |
—
|
24 | 0.2% |
P
S
|
11,836 | $462,553 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.08% | 0.07% |
#19
1
Prev: #18
|
2.5 |
—
|
346 | 21.3% |
P
S
|
1,968 | $343,223 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.08% | 0.06% |
#20
2
Prev: #22
|
2.5 |
—
|
433 | 44.3% |
P
S
|
1,410 | $333,183 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.07% | 0.06% |
#21
1
Prev: #20
|
2.5 |
—
|
245 | 31.3% |
P
S
|
1,028 | $295,612 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.06% | 0.06% |
#22
1
Prev: #23
|
0.5 |
—
|
3 | 0.3% |
P
S
|
898 | $235,237 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.05% | 0.06% |
#23
2
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
499 | $218,062 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.05% | 0.06% |
#24
5
Prev: #19
|
2.0 |
—
|
49 | 9.4% |
P
S
|
571 | $211,367 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.05% | — |
#25
Prev: #—
|
3.5 |
—
|
620 | — |
NEW
|
620 | $203,867 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.04% | — |
#26
Prev: #—
|
3.5 |
—
|
396 | — |
NEW
|
396 | $189,763 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IYW
ISHARES TR
|
ETF | 0.04% | 0.05% |
#27
3
Prev: #24
|
1.0 |
—
|
no change | no change |
P
S
|
1,038 | $188,314 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.04% | — |
#28
Prev: #—
|
3.5 |
—
|
818 | — |
NEW
|
818 | $170,365 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.04% | — |
#29
Prev: #—
|
3.5 |
—
|
1,288 | — |
NEW
|
1,288 | $160,073 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.03% | — |
#30
Prev: #—
|
3.5 |
—
|
720 | — |
NEW
|
720 | $148,972 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.03% | — |
#31
Prev: #—
|
3.5 |
—
|
210 | — |
NEW
|
210 | $148,957 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PNFP
PINNACLE FINL P...
|
Financial Services | 0.03% | — |
#32
Prev: #—
|
3.5 |
—
|
1,604 | — |
NEW
|
1,604 | $138,145 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.03% | — |
#33
Prev: #—
|
3.5 |
—
|
660 | — |
NEW
|
660 | $137,339 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.03% | — |
#34
Prev: #—
|
3.5 |
—
|
476 | — |
NEW
|
476 | $135,083 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.03% | — |
#35
Prev: #—
|
3.5 |
—
|
439 | — |
NEW
|
439 | $129,136 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.03% | — |
#36
Prev: #—
|
3.5 |
—
|
128 | — |
NEW
|
128 | $117,731 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.03% | — |
#37
Prev: #—
|
3.5 |
—
|
800 | — |
NEW
|
800 | $117,024 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWF
ISHARES TR
|
ETF | 0.03% | — |
#38
Prev: #—
|
3.5 |
—
|
269 | — |
NEW
|
269 | $114,702 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.03% | — |
#39
Prev: #—
|
3.5 |
—
|
751 | — |
NEW
|
751 | $110,480 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.02% | — |
#40
Prev: #—
|
3.5 |
—
|
692 | — |
NEW
|
692 | $102,464 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
INTC
INTEL CORP
|
Technology | 0.02% | — |
#41
Prev: #—
|
3.5 |
—
|
2,313 | — |
NEW
|
2,313 | $102,073 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.02% | — |
#42
Prev: #—
|
3.5 |
—
|
115 | — |
NEW
|
115 | $100,384 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MHK
MOHAWK INDS INC
|
Consumer Cyclical | 0.02% | — |
#43
Prev: #—
|
3.5 |
—
|
1,000 | — |
NEW
|
1,000 | $98,460 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
UCB
UNITED CMNTY BK...
|
Financial Services | 0.02% | — |
#44
Prev: #—
|
3.5 |
—
|
2,949 | — |
NEW
|
2,949 | $92,849 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.02% | — |
#45
Prev: #—
|
3.5 |
—
|
268 | — |
NEW
|
268 | $90,571 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.02% | — |
#46
Prev: #—
|
3.5 |
—
|
367 | — |
NEW
|
367 | $89,604 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.02% | — |
#47
Prev: #—
|
3.5 |
—
|
305 | — |
NEW
|
305 | $87,492 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IVV
ISHARES TR
|
ETF | 0.02% | — |
#48
Prev: #—
|
3.5 |
—
|
127 | — |
NEW
|
127 | $82,958 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.02% | — |
#49
Prev: #—
|
3.5 |
—
|
712 | — |
NEW
|
712 | $80,748 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BILL
BILL HOLDINGS I...
|
Technology | 0.02% | — |
#50
Prev: #—
|
3.5 |
—
|
2,000 | — |
NEW
|
2,000 | $76,600 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 168 holdings