13F Insight
DOSSIER · 13F-HR · Q1 2026

Evergreen Wealth Solutions, LLC

Evergreen Wealth Solutions's hedge fund based in London, UK — $1.4B in tracked AUM across 408 positions as of Q1 2026.

EW
Evergreen Wealth Solutions·London, UK·Hedge Fund
CIK 0001904432 · last filed Mar 31, 2026
Total AUM
$1.4B
▼ 17.8%
vs prior
Holdings
408
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Evergreen Wealth Solutions, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TRIO
EA SERIES TRUST
$110M1.8M7.8%
02
MFSG
MFS ACTIVE EXCHANGE TRADED F
$49M1.9M3.4%
03
IUSV
ISHARES TR
$45M443K3.2%
04
IUSG
ISHARES TR
$44M283K3.1%
05
IEFA
ISHARES TR
$42M460K2.9%
06
TCAF
T ROWE PRICE ETF INC
$38M1.1M2.7%
07
GSLC
GOLDMAN SACHS ETF TR
$36M284K2.5%
08
IVV
ISHARES TR
$34M52K2.4%
09
JCPB
J P MORGAN EXCHANGE TRADED F
$31M663K2.2%
10
CGCB
CAPITAL GRP FIXED INCM ETF T
$31M1.2M2.2%

Filing history

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