Evergreen Wealth Solutions, LLC — 13F holdings

Evergreen Wealth Solutions, LLC reported 517 holdings worth $1.91B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. TRIO EA SERIES TRUST — $122M (6.4%)
  2. IUSG ISHARES TR — $71.2M (3.7%)
  3. IUSV ISHARES TR — $68.3M (3.6%)
  4. JCPB J P MORGAN EXCHANGE TRADED F — $64.1M (3.4%)
  5. IVV ISHARES TR — $57.5M (3.0%)
  6. IEFA ISHARES TR — $53.4M (2.8%)
  7. VOO VANGUARD INDEX FDS — $48.4M (2.5%)
  8. FTCB FIRST TR EXCHANGE-TRADED FD — $45.9M (2.4%)
  9. TCAF T ROWE PRICE ETF INC — $45.8M (2.4%)
  10. NVDA NVIDIA CORPORATION — $43.2M (2.3%)