§ 13F · FUND PROFILE
Evergreen Wealth Solutions, LLC.
AUM · $177M (13F)Positions · 130Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$109M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TRIO | EA SERIES TRUST | 1.84M | $122M | 6.4% | +1% |
| 2 | IUSG | ISHARES TR | 365K | $71M | 3.7% | +29% |
| 3 | IUSV | ISHARES TR | 592K | $68M | 3.6% | +34% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.38M | $64M | 3.4% | +109% |
| 5 | IVV | ISHARES TR | 74K | $57M | 3.0% | +41% |
| 6 | IEFA | ISHARES TR | 528K | $53M | 2.8% | +15% |
| 7 | VOO | VANGUARD INDEX FDS | 68K | $48M | 2.5% | +101% |
| 8 | FTCB | FIRST TR EXCHANGE-TRADED FD | 2.22M | $46M | 2.4% | +124% |
| 9 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 1.07M | $46M | 2.4% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 188K | $42M | 2.2% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERGREEN SIGNAL
AC read
Evergreen Wealth Solutions, LLC is a Other fund managing $177 million in assets. The fund runs a portfolio of 130 positions.
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