# EDGAR Filing Document

**Accession Number:** 0001965292
**File Stem:** 0002085853-26-000211
**Filing Date:** 2026-2
**Character Count:** 9172
**Document Hash:** 135e614bd805a71dfefa8e31c00fb9e4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000211.hdr.sgml**: 20260206

**ACCESSION NUMBER**: 0002085853-26-000211

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260206

**DATE AS OF CHANGE**: 20260205

**EFFECTIVENESS DATE**: 20260206

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Evergreen Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001965292

**ORGANIZATION NAME:**
- **EIN:** 203901910
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23008
- **FILM NUMBER:** 26604428

**BUSINESS ADDRESS:**
- **STREET 1:** 319 WEST GRAND RIVER AVE.
- **CITY:** WILLIAMSTON
- **STATE:** MI
- **ZIP:** 48895
- **BUSINESS PHONE:** 517-655-2118

**MAIL ADDRESS:**
- **STREET 1:** 319 WEST GRAND RIVER AVE.
- **CITY:** WILLIAMSTON
- **STATE:** MI
- **ZIP:** 48895

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Evergreen Wealth Management LLC<br>**Address:** 319 West Grand River Ave.<br>Williamston, MI 48895

**Form 13F File Number:** 028-23008

**CRD Number (if applicable):** 000174090

**SEC File Number (if applicable):** 801-125737

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David C. Bensch<br>**Title:** Chief Compliance Officer<br>**Phone:** 517-655-2118

**Signature, Place, and Date of Signing:**

/s/ David C. Bensch  WILLIAMSTON, MI  02-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 54

**Form 13F Information Table Value Total:** $198587593

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9145656 | 29219 | SH |  | SOLE |  | 29219 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2404783 | 7663 | SH |  | SOLE |  | 7663 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 8892717 | 38527 | SH |  | SOLE |  | 38527 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1922058 | 5872 | SH |  | SOLE |  | 5872 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 247212 | 909 | SH |  | SOLE |  | 909 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 251798 | 235 | SH |  | SOLE |  | 235 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6780014 | 13489 | SH |  | SOLE |  | 13489 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1211007 | 226 | SH |  | SOLE |  | 226 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2017682 | 13239 | SH |  | SOLE |  | 13239 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 217970 | 698 | SH |  | SOLE |  | 698 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 2684937 | 34856 | SH |  | SOLE |  | 34856 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 940674 | 24027 | SH |  | SOLE |  | 24027 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 6102398 | 53638 | SH |  | SOLE |  | 53638 | 0 | 0 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 6192071 | 17664 | SH |  | SOLE |  | 17664 | 0 | 0 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 |  | 3705283 | 1726 | SH |  | SOLE |  | 1726 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3383951 | 17665 | SH |  | SOLE |  | 17665 | 0 | 0 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 |  | 884982 | 8298 | SH |  | SOLE |  | 8298 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 4121448 | 19915 | SH |  | SOLE |  | 19915 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2621532 | 8136 | SH |  | SOLE |  | 8136 | 0 | 0 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 |  | 3312089 | 42392 | SH |  | SOLE |  | 42392 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 3136762 | 6485 | SH |  | SOLE |  | 6485 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 7772720 | 3616 | SH |  | SOLE |  | 3616 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 6173548 | 9353 | SH |  | SOLE |  | 9353 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3371497 | 6971 | SH |  | SOLE |  | 6971 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 233663 | 4592 | SH |  | SOLE |  | 4592 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1963412 | 10528 | SH |  | SOLE |  | 10528 | 0 | 0 |
| NVR INC | COM | 62944T105 |  | 864806 | 119 | SH |  | SOLE |  | 119 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 1538802 | 26358 | SH |  | SOLE |  | 26358 | 0 | 0 |
| PIMCO CORPORATE  INCOME OPP | COM | 72201B101 |  | 4543762 | 352230 | SH |  | SOLE |  | 352230 | 0 | 0 |
| PITNEY BOWES INC | COM | 724479100 |  | 7381597 | 698354 | SH |  | SOLE |  | 698354 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 7581727 | 9823 | SH |  | SOLE |  | 9823 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1267837 | 46221 | SH |  | SOLE |  | 46221 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 7434977 | 24466 | SH |  | SOLE |  | 24466 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 636975 | 16780 | SH |  | SOLE |  | 16780 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 1392798 | 2302 | SH |  | SOLE |  | 2302 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1919356 | 5814 | SH |  | SOLE |  | 5814 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 2318342 | 46516 | SH |  | SOLE |  | 46516 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2108052 | 26749 | SH |  | SOLE |  | 26749 | 0 | 0 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 10543135 | 151656 | SH |  | SOLE |  | 151656 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 6299512 | 80887 | SH |  | SOLE |  | 80887 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 1243752 | 4456 | SH |  | SOLE |  | 4456 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2159410 | 11306 | SH |  | SOLE |  | 11306 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2541328 | 5209 | SH |  | SOLE |  | 5209 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1075210 | 3559 | SH |  | SOLE |  | 3559 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 10558995 | 31494 | SH |  | SOLE |  | 31489 | 0 | 5 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1446506 | 6830 | SH |  | SOLE |  | 6830 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 1320598 | 7445 | SH |  | SOLE |  | 7445 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 496195 | 9230 | SH |  | SOLE |  | 9230 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 636431 | 4440 | SH |  | SOLE |  | 4440 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 2802066 | 38092 | SH |  | SOLE |  | 38088 | 0 | 4 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 14509472 | 66018 | SH |  | SOLE |  | 66018 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 329862 | 4373 | SH |  | SOLE |  | 4373 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 10167502 | 70844 | SH |  | SOLE |  | 70844 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 3776724 | 10769 | SH |  | SOLE |  | 10769 | 0 | 0 |

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