13F Insight
DOSSIER · 13F-HR · Q2 2026

Evergreen Wealth Solutions, LLC

$1.9B in tracked AUM across 517 positions as of Q2 2026.

EW
CIK 0001904432 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
517
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Evergreen Wealth Solutions, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TRIO
EA SERIES TRUST
$122M1.8M6.4%02
IUSG
ISHARES TR
$71M365K3.7%03
IUSV
ISHARES TR
$68M592K3.6%04
JCPB
J P MORGAN EXCHANGE TRADED F
$64M1.4M3.4%05
IVV
ISHARES TR
$57M74K3.0%06
IEFA
ISHARES TR
$53M528K2.8%07
VOO
VANGUARD INDEX FDS
$48M68K2.5%08
FTCB
FIRST TR EXCHANGE-TRADED FD
$46M2.2M2.4%09
TCAF
T ROWE PRICE EXCHANGE-TRADED
$46M1.1M2.4%10
NVDA
NVIDIA CORPORATION
$43M192K2.3%

Filing history

2026Q2Jun 30
$1.9B▲ 35.3%
517 positionsView →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 positionsLocked
Showing 12 of 19