Evergreen Wealth Solutions, LLC
13F Reported Value
ⓘ$1.9B
incl. option notional
Equity Holdings
ⓘ$1.9B
Option Notional
ⓘ$720,960
$720,960 puts / $0 calls
Holdings
515
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Evergreen Wealth Solutions, LLC disclosed 515 positions worth $1.9B in its Form 13F-HR for Q2 2026 — $1.9B in common stock plus $720,960 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 114 new positions and exited 11. The portfolio is most concentrated in Other (72.4% of disclosed assets). All figures are sourced directly from Evergreen Wealth Solutions, LLC’s Form 13F-HR filing with the SEC under CIK 1904432.
AI Fund Analysis
Stable
$NVDA
$AAPL$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
EA SERIES TRUST - MC TR EQ BU ETF
—Quality
$121.9M1,839,085 shISHARES TR - CORE S&P US GWT
—Quality
$71.2M365,112 shISHARES TR - CORE S&P US VLU
—Quality
$68.3M591,891 shJ P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$64.1M1,384,507 shISHARES TR - CORE S&P500 ETF
—Quality
$57.5M73,578 shISHARES TR - CORE MSCI EAFE
—Quality
$53.4M527,521 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$48.4M67,651 shFIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT
—Quality
$45.9M2,224,625 sh- 58.0
Quality
$45.8M1,065,990 sh - 85.9
Quality
$42.4M188,383 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| EA SERIES TRUST - MC TR EQ BU ETF | — | $121.9M | 1,839,085 |
| ISHARES TR - CORE S&P US GWT | — | $71.2M | 365,112 |
| ISHARES TR - CORE S&P US VLU | — | $68.3M | 591,891 |
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $64.1M | 1,384,507 |
| ISHARES TR - CORE S&P500 ETF | — | $57.5M | 73,578 |
| ISHARES TR - CORE MSCI EAFE | — | $53.4M | 527,521 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $48.4M | 67,651 |
| FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | — | $45.9M | 2,224,625 |
 Booz Allen Hamilton Holding Corp$BAH | 58.0 | $45.8M | 1,065,990 |
| NVIDIA CORP$NVDA | 85.9 | $42.4M | 188,383 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evergreen Wealth Solutions, LLC's 515 positions.
Showing top 10 of 515 holdings.
Sector Allocation
Other
$1.4B
Technology
$245.6M
Financials
$112.2M
Consumer Discretionary
$44.6M
Healthcare
$37.0M
Industrials
$31.5M
Energy
$17.8M
Consumer Staples
$11.8M
Top Holdings — Evergreen Wealth Solutions, LLC (Q2 2026)
Top 150 of 515 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | EA SERIES TRUST - MC TR EQ BU ETF | $121.9M | 6.4% | +1% | — |
| 2 | — | ISHARES TR - CORE S&P US GWT | $71.2M | 3.7% | +29% | — |
| 3 | — | ISHARES TR - CORE S&P US VLU | $68.3M | 3.6% | +34% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $64.1M | 3.4% | +109% | — |
| 5 | — | ISHARES TR - CORE S&P500 ETF | $57.5M | 3.0% | +41% | — |
| 6 | — | ISHARES TR - CORE MSCI EAFE | $53.4M | 2.8% | +15% | — |
| 7 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $48.4M | 2.5% | +101% | — |
| 8 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $45.9M | 2.4% | +124% | — |
| 9 | $BAH | Booz Allen Hamilton Holding Corp | $45.8M | 2.4% | -0% | 58 |
| 10 | $NVDA | NVIDIA CORP | $42.4M | 2.2% | +16% | 85.9 |
| 11 | — | ISHARES TR - CORE S&P SCP ETF | $41.7M | 2.2% | +15% | — |
| 12 | $AAPL | Apple Inc. | $40.7M | 2.1% | +30% | 76.4 |
| 13 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $39.0M | 2.0% | +47% | — |
| 14 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $36.2M | 1.9% | -14% | — |
| 15 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $33.7M | 1.8% | +12% | — |
| 16 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $33.0M | 1.7% | +8% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $31.8M | 1.7% | +1060% | — |
| 18 | — | MFS ACTIVE EXCHANGE TRADED F - GROWTH ETF | $31.8M | 1.7% | -46% | — |
| 19 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $30.8M | 1.6% | +9% | — |
| 20 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $27.8M | 1.4% | +14% | — |
| 21 |  $AMZN | AMAZON COM INC | $27.7M | 1.4% | +12% | 68.7 |
| 22 |  $MSFT | MICROSOFT CORP | $25.3M | 1.3% | +10% | 79.8 |
| 23 | — | ISHARES TR - CORE S&P MCP ETF | $22.8M | 1.2% | +10% | — |
| 24 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $21.4M | 1.1% | +8% | — |
| 25 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $20.2M | 1.1% | +1016% | — |
| 26 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $17.6M | 0.9% | +2% | — |
| 27 |  $SPY | SPDR S&P 500 ETF TRUST | $17.2M | 0.9% | -11% | — |
| 28 | — | ISHARES TR - CORE US AGGBD ET | $15.7M | 0.8% | +106% | — |
| 29 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $14.4M | 0.8% | +1% | — |
| 30 | — | ISHARES TR - MSCI ACWI EX US | $13.8M | 0.7% | +2016% | — |
| 31 |  $GS | GOLDMAN SACHS GROUP INC | $13.7M | 0.7% | -1% | 73.5 |
| 32 |  $GOOG | Alphabet Inc. | $12.6M | 0.7% | +18% | 78.2 |
| 33 | — | VANGUARD INDEX FDS - VALUE ETF | $11.1M | 0.6% | -14% | — |
| 34 |  $GOOGL | Alphabet Inc. | $10.9M | 0.6% | +14% | 78.2 |
| 35 |  $CIEN | CIENA CORP | $10.8M | 0.6% | -45% | 72.9 |
| 36 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | $10.3M | 0.5% | +31% | — |
| 37 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $10.0M | 0.5% | NEW | — |
| 38 | — | VANGUARD INDEX FDS - GROWTH ETF | $9.6M | 0.5% | +410% | — |
| 39 |  $JPM | JPMORGAN CHASE & CO | $9.5M | 0.5% | +35% | 70.7 |
| 40 |  $JNJ | JOHNSON & JOHNSON | $8.6M | 0.5% | +8% | 69 |
| 41 |  $TROW | PRICE T ROWE GROUP INC | $8.6M | 0.5% | +32% | 69 |
| 42 |  $AVGO | Broadcom Inc. | $8.5M | 0.5% | +15% | 84.5 |
| 43 |  $XOM.R34088 | EXXON MOBIL CORP | $8.4M | 0.4% | +75% | 57.9 |
| 44 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $8.4M | 0.4% | -19% | — |
| 45 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $8.3M | 0.4% | +2% | — |
| 46 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $8.0M | 0.4% | -7% | — |
| 47 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | $8.0M | 0.4% | -74% | — |
| 48 | — | CAPITAL GROUP CORE BALANCED - SHS | $7.7M | 0.4% | +86% | — |
| 49 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $7.7M | 0.4% | +37% | — |
| 50 | — | ABRDN ETFS - BBRG ALL COMD K1 | $7.6M | 0.4% | -2% | — |
| 51 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $6.8M | 0.4% | NEW | — |
| 52 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $6.6M | 0.3% | +425% | — |
| 53 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.5M | 0.3% | -0% | 73.8 |
| 54 | — | FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF | $6.5M | 0.3% | NEW | — |
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $6.3M | 0.3% | NEW | — |
| 56 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $6.3M | 0.3% | +52% | — |
| 57 |  $IVZ | Invesco Ltd. | $6.1M | 0.3% | +13% | — |
| 58 | — | PIMCO ETF TR - MULTISECTOR BD | $6.1M | 0.3% | NEW | — |
| 59 | — | ISHARES TR - RUS MD CP GR ETF | $6.0M | 0.3% | +19% | — |
| 60 | — | ISHARES TR - RUS 1000 VAL ETF | $5.9M | 0.3% | +14% | — |
| 61 | $IVZ | Invesco Ltd. | $5.6M | 0.3% | +15% | — |
| 62 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5.5M | 0.3% | +26% | — |
| 63 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $5.3M | 0.3% | +189% | — |
| 64 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.3M | 0.3% | -28% | — |
| 65 |  $ABBV | AbbVie Inc. | $5.2M | 0.3% | +3% | 72.6 |
| 66 |  $META | Meta Platforms, Inc. | $5.2M | 0.3% | -37% | 79.6 |
| 67 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | $5.1M | 0.3% | NEW | — |
| 68 |  $V | VISA INC. | $5.1M | 0.3% | +85% | 82.9 |
| 69 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $5.0M | 0.3% | -27% | — |
| 70 |  $MRK | Merck & Co., Inc. | $5.0M | 0.3% | +5% | 59.9 |
| 71 |  $DOV | DOVER Corp | $5.0M | 0.3% | -32% | 58.1 |
| 72 | $IVZ | Invesco Ltd. | $4.9M | 0.3% | +31% | — |
| 73 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $4.6M | 0.2% | -1% | — |
| 74 | $IVZ | Invesco Ltd. | $4.5M | 0.2% | NEW | — |
| 75 | — | ISHARES TR - IBONDS DEC 2032 | $4.5M | 0.2% | +1% | — |
| 76 | — | ISHARES TR - RUS 1000 GRW ETF | $4.5M | 0.2% | +386% | — |
| 77 | — | ISHARES TR - IBDS DEC28 ETF | $4.4M | 0.2% | -2% | — |
| 78 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $4.3M | 0.2% | +502% | — |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.2M | 0.2% | +51% | 66.2 |
| 80 |  $PG | PROCTER & GAMBLE Co | $4.1M | 0.2% | +10% | 64.6 |
| 81 | $IVZ | Invesco Ltd. | $4.1M | 0.2% | +3% | — |
| 82 | — | ISHARES TR - BROAD USD HIGH | $4.1M | 0.2% | -18% | — |
| 83 |  $TSLA | Tesla, Inc. | $4.1M | 0.2% | +19% | 53.9 |
| 84 | — | J P MORGAN EXCHANGE TRADED F - FLEXI DEBT ETF | $4.0M | 0.2% | NEW | — |
| 85 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $4.0M | 0.2% | +12% | — |
| 86 | — | JANUS DETROIT STR TR - HENDERSN SML ETF | $4.0M | 0.2% | -40% | — |
| 87 |  $AMAT | APPLIED MATERIALS INC /DE | $4.0M | 0.2% | +18% | 72.3 |
| 88 | $META | Meta Platforms, Inc. | $3.9M | 0.2% | +8% | 79.6 |
| 89 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.8M | 0.2% | +674% | — |
| 90 |  $WMT | Walmart Inc. | $3.8M | 0.2% | +16% | 60.2 |
| 91 |  $LLY | ELI LILLY & Co | $3.8M | 0.2% | +5% | 87.5 |
| 92 | — | PGIM ETF TR - PGIM ULTRA SH BD | $3.6M | 0.2% | +4% | — |
| 93 | — | VICTORY PORTFOLIOS II - USAA MSCI USA SM | $3.6M | 0.2% | NEW | — |
| 94 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.3M | 0.2% | +94% | — |
| 95 | — | ISHARES TR - 0-3 MTH TREASURY | $3.3M | 0.2% | +12% | — |
| 96 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $3.3M | 0.2% | -27% | — |
| 97 | — | SPDR SERIES TRUST - SP KENSHO NEWEC | $3.2M | 0.2% | -15% | — |
| 98 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $3.1M | 0.2% | +1% | — |
| 99 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.1M | 0.2% | -30% | — |
| 100 |  $CRWD | CrowdStrike Holdings, Inc. | $3.0M | 0.2% | +329% | 67.7 |
| 101 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.0M | 0.2% | +21% | 67.6 |
| 102 |  $HD | HOME DEPOT, INC. | $3.0M | 0.2% | +24% | 60.3 |
| 103 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $3.0M | 0.1% | -36% | — |
| 104 | — | ISHARES TR - IBONDS DEC 2030 | $2.9M | 0.1% | +12% | — |
| 105 |  $WT | WisdomTree, Inc. | $2.9M | 0.1% | NEW | 59.9 |
| 106 | — | SPDR SERIES TRUST - ST STR SP DIV | $2.9M | 0.1% | +6% | — |
| 107 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.8M | 0.1% | +123% | — |
| 108 |  $TXN | TEXAS INSTRUMENTS INC | $2.8M | 0.1% | +17% | 73.4 |
| 109 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.8M | 0.1% | -3% | — |
| 110 |  $AMGN | AMGEN INC | $2.8M | 0.1% | +3% | 79.2 |
| 111 |  $CVX | CHEVRON CORP | $2.8M | 0.1% | +26% | 62.8 |
| 112 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $2.7M | 0.1% | -5% | — |
| 113 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $2.7M | 0.1% | -2% | — |
| 114 |  $MA | Mastercard Inc | $2.7M | 0.1% | +1% | 85.1 |
| 115 | — | ISHARES TR - IBONDS DEC 2031 | $2.6M | 0.1% | -1% | — |
| 116 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.5M | 0.1% | NEW | — |
| 117 | — | ISHARES TR - IBONDS DEC 29 | $2.5M | 0.1% | NEW | — |
| 118 |  $UPS | UNITED PARCEL SERVICE INC | $2.5M | 0.1% | +25% | 58.6 |
| 119 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $2.5M | 0.1% | -28% | — |
| 120 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $2.4M | 0.1% | +204% | — |
| 121 | — | ISHARES TR - IBONDS 27 ETF | $2.4M | 0.1% | -12% | — |
| 122 |  $GD | GENERAL DYNAMICS CORP | $2.4M | 0.1% | -0% | 68.7 |
| 123 | — | ISHARES TR - IBONDS DEC2026 | $2.4M | 0.1% | +1% | — |
| 124 |  $CAT | CATERPILLAR INC | $2.4M | 0.1% | -4% | 66.5 |
| 125 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $2.4M | 0.1% | -86% | — |
| 126 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $2.3M | 0.1% | +137% | — |
| 127 |  $INTC | INTEL CORP | $2.3M | 0.1% | +1% | 45.6 |
| 128 |  $VZ | VERIZON COMMUNICATIONS INC | $2.3M | 0.1% | +6% | 65.8 |
| 129 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.1% | -2% | 70.3 |
| 130 | — | ISHARES INC - CORE MSCI EMKT | $2.3M | 0.1% | -7% | — |
| 131 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.3M | 0.1% | +7% | 70 |
| 132 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $2.2M | 0.1% | +124% | — |
| 133 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $2.2M | 0.1% | NEW | — |
| 134 | — | BITWISE FUNDS TRUST - CRYPTO INDUSTRY | $2.1M | 0.1% | NEW | — |
| 135 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $2.1M | 0.1% | NEW | — |
| 136 | — | CAPITAL GROUP INTERNATIONAL - SHS | $2.0M | 0.1% | +17% | — |
| 137 |  $MU | MICRON TECHNOLOGY INC | $2.0M | 0.1% | +161% | 86.2 |
| 138 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $2.0M | 0.1% | NEW | — |
| 139 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.0M | 0.1% | +8% | — |
| 140 |  $MET | METLIFE INC | $2.0M | 0.1% | +11% | 56.2 |
| 141 |  $WPC | W. P. Carey Inc. | $1.9M | 0.1% | +1% | 65.9 |
| 142 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $1.9M | 0.1% | +33% | — |
| 143 |  $AMD | ADVANCED MICRO DEVICES INC | $1.9M | 0.1% | +81% | 79.8 |
| 144 | $IVZ | Invesco Ltd. | $1.8M | 0.1% | +5% | — |
| 145 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $1.8M | 0.1% | +158% | — |
| 146 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.8M | 0.1% | +9% | — |
| 147 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.8M | 0.1% | +24% | — |
| 148 |  $DIS | Walt Disney Co | $1.8M | 0.1% | +5% | 60.1 |
| 149 |  $PANW | Palo Alto Networks Inc | $1.7M | 0.1% | -9% | 65.5 |
| 150 |  $NEE | NEXTERA ENERGY INC | $1.7M | 0.1% | +154% | 64.6 |
New Positions (114)
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