Evergreen Wealth Solutions
$1.9B 13F equity value
525 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Evergreen Wealth Solutions covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TRIO | EA SERIES TRUST | 1,839,085 | $122M | 6.4% |
| IUSG | ISHARES TR | 365,112 | $71M | 3.7% |
| IUSV | ISHARES TR | 591,891 | $68M | 3.6% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1,384,507 | $64M | 3.4% |
| IVV | ISHARES TR | 73,578 | $57M | 3.0% |
| IEFA | ISHARES TR | 527,521 | $53M | 2.8% |
| VOO | VANGUARD INDEX FDS | 67,651 | $48M | 2.5% |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 2,224,625 | $46M | 2.4% |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 1,065,990 | $46M | 2.4% |
| NVDA | NVIDIA CORPORATION | 188,383 | $42M | 2.2% |
Track Evergreen Wealth Solutions's 13F portfolio: $1.9B in reported holdings, 525 positions. Top holdings and quarterly changes on SentiSense.
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