Evergreen Wealth Management, LLC has released its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing, made on November 6, 2026, indicates a total portfolio value of approximately $256 million. This report is crucial as it provides insights into the firm’s investment strategy and asset allocation.

Founded in Michigan, Evergreen Wealth Management operates in the wealth management sector, focusing on managing investments for clients. The firm’s recent filing highlights its approach to portfolio management, showcasing its ability to navigate the complexities of the market.

The filing reveals that Evergreen holds a diverse array of investments across various sectors. Notable holdings include significant stakes in major companies such as Apple Inc., Amazon.com Inc., and Microsoft Corp. The report lists a total of 69 entries, reflecting a well-rounded investment strategy aimed at capitalizing on growth opportunities.

According to the filing, the total value of the portfolio is $256,264,971, indicating a robust investment strategy that aligns with current market trends. The firm has maintained its focus on high-value stocks, which may suggest a bullish outlook on the technology and healthcare sectors, among others.

This update is particularly relevant for stakeholders in the wealth management industry, as it provides a glimpse into the investment strategies employed by Evergreen Wealth Management. Competitors may analyze this data to gauge market trends and adjust their own strategies accordingly.

Looking ahead, the filing does not specify any immediate actions or upcoming events for Evergreen Wealth Management. However, the firm’s continued focus on high-value investments may lead to further filings and updates in the future.

As the wealth management landscape evolves, Evergreen’s strategic decisions will likely be closely monitored by industry peers and investors alike.