Evergreen Advisors, LLC has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of approximately $465.9 million across 31 different securities. This filing, dated October 28, 2026, is significant as it highlights Evergreen's strategic positioning in the investment management sector.

The firm, based in Chattanooga, Tennessee, is classified under the SIC description for investment management. The latest filing may have implications for how investors view Evergreen's market strategies and overall performance in a competitive industry.

Background

Evergreen Advisors, LLC is an investment management firm incorporated in Tennessee. The company is registered under the Central Index Key (CIK) number 0001762294. The firm primarily engages in managing investment portfolios for various clients, including institutional investors. The firm has been active in submitting various forms to the SEC, with its most recent filings including the 13F-HR on October 28, 2026, and prior 13F-HR filings throughout the year.

What the Filing Says

According to the filing, Evergreen Advisors reported a total of $465,923,875 in holdings as of September 30, 2026. The filing included 31 different securities, indicating a diverse investment portfolio. The Chief Compliance Officer, Jayme O'Donnell, signed off on the document, confirming the accuracy of the reported holdings.

Impact

This update may affect various stakeholders, including investors and competitors in the investment management industry. Investors may analyze Evergreen's holdings to gauge its market positioning and investment strategies. Competitors may also take note of Evergreen's choices in securities, which could influence their own investment decisions.

What's Next

The filing does not specify what happens next for Evergreen Advisors, LLC. However, the firm is likely to continue monitoring its investment portfolio and may provide further updates in subsequent filings.