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

Evergreen Wealth Solutions, LLC

$1.4B in tracked AUM across 408 positions as of Q1 2026.

EW
CIK 0001904432 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
408
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.4B▲ 97.2%
408 positionsView →2025Q4Dec 31
$717M▲ 839.1%
219 positionsView →2025Q3Sep 30
$76M▼ 54.0%
63 positionsView →2025Q2Jun 30
$166M▲ 12.0%
117 positionsLocked2025Q1Mar 31
$148M▲ 3.4%
108 positionsLocked2024Q4Dec 31
$143M▼ 2.6%
102 positionsLocked2024Q3Sep 30
$147M▲ 4.5%
112 positionsLocked2024Q2Jun 30
$141M▲ 4.4%
114 positionsLocked2024Q1Mar 31
$135M▲ 15.4%
120 positionsLocked2023Q4Dec 31
$117M▲ 18.1%
112 positionsLocked2023Q3Sep 30
$99M▼ 0.1%
105 positionsLocked2023Q2Jun 30
$99M▲ 14.7%
103 positionsLocked
Showing 12 of 18