Evergreen Wealth Solutions
$1.4B Assets Reported
418 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TRIO | EA SERIES TRUST | 1,822,032 | $110M | 7.8% |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | 1,900,432 | $49M | 3.4% |
| IUSV | ISHARES TR | 442,950 | $45M | 3.2% |
| IUSG | ISHARES TR | 282,672 | $44M | 3.1% |
| IEFA | ISHARES TR | 460,349 | $42M | 2.9% |
| TCAF | T ROWE PRICE ETF INC | 1,066,340 | $38M | 2.7% |
| GSLC | GOLDMAN SACHS ETF TR | 284,450 | $36M | 2.5% |
| IVV | ISHARES TR | 52,351 | $34M | 2.4% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 663,236 | $31M | 2.2% |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 1,162,985 | $31M | 2.2% |
Track Evergreen Wealth Solutions's 13F portfolio: $1.4B in reported holdings, 418 positions. Top holdings, AUM, and quarterly changes on SentiSense.