Long-term investor
Evergreen Wealth Management, LLC @evergreenwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965292).
Record
- Tracked since 2025-06-30 (454 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +875.1% · all +875.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 7.7% · long · since 2025-06-30
- 921946406 · 5.4% · long · since 2025-06-30
- 921937793 · 5.2% · long · since 2025-06-30
- PBI · 5.0% · long · since 2025-09-30
- BRK-B · 4.8% · long · since 2025-06-30
- 922908769 · 4.3% · long · since 2025-06-30
- AMZN · 4.2% · long · since 2025-06-30
- MKL · 4.2% · long · since 2025-06-30
- TSM · 3.7% · long · since 2025-06-30
- GOOGL · 3.7% · long · since 2025-06-30
- ELV · 3.2% · long · since 2025-06-30
- 921937819 · 3.1% · long · since 2025-06-30