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David C. Bensch

Evergreen Wealth Management, Llc

Assets Managed
$193.741M
Holdings
54
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-2.44%(2Q avg: 0.83%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Evergreen Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Evergreen Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 193.741M in assets, with a quarterly growth rate of -2.44% and a 2-quarter average growth rate of 0.83%. The portfolio is managed by David C. Bensch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.52%
7.52%
$14.555M
67,679 shares@ $215.07 avg price
BLV
Vanguard Long-term Bond Etf
Recent Activity
Increased 1.75%
5.48%
$10.613M
154,303 shares@ $68.78 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.48%
5.45%
$10.542M
71,180 shares@ $148.11 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 45.79%
4.87%
$9.423M
19,665 shares@ $479.2 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -9.9%
4.7%
$9.103M
28,375 shares@ $320.82 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.02%
4.02%
$7.781M
37,361 shares@ $208.27 avg price
PBI
Pitney Bowes Inc
Recent Activity
Decreased -0.02%
3.99%
$7.715M
698,165 shares@ $11.05 avg price
MKL
Markel Group Inc
Recent Activity
Increased 3.1%
3.69%
$7.135M
3,728 shares@ $1913.86 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -17.02%
3.6%
$6.972M
24,244 shares@ $287.56 avg price
REGN
Regeneron Pharmaceuticals
Recent Activity
Decreased -15.05%
3.33%
$6.447M
8,344 shares@ $772.63 avg price

1-10 of 54