Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Evergreen Wealth Solutions, LLC (CIK 1904432) reported $1.41B across 406 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TRIO ($110.1M, 7.79%), MFSG ($48.6M, 3.44%), IUSV ($45.3M, 3.20%), IUSG ($43.8M, 3.10%), IEFA ($41.7M, 2.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRIO | EA SERIES TRUST | $110.1M | 7.79% | 1.8M | Added |
| 2 | MFSG | MFS ACTIVE EXCHANGE TRADED F | $48.6M | 3.44% | 1.9M | Trimmed |
| 3 | IUSV | ISHARES TR | $45.3M | 3.20% | 442,950 | New |
| 4 | IUSG | ISHARES TR | $43.8M | 3.10% | 282,672 | New |
| 5 | IEFA | ISHARES TR | $41.7M | 2.95% | 460,349 | New |
| 6 | TCAF | T ROWE PRICE ETF INC | $38.0M | 2.68% | 1.1M | Added |
| 7 | GSLC | GOLDMAN SACHS ETF TR | $35.6M | 2.52% | 284,450 | Trimmed |
| 8 | IVV | ISHARES TR | $34.2M | 2.42% | 52,351 | Added |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | $31.2M | 2.21% | 663,236 | Added |
| 10 | CGCB | CAPITAL GRP FIXED INCM ETF T | $30.5M | 2.16% | 1.2M | Added |
| 11 | IJR | ISHARES TR | $30.0M | 2.12% | 241,048 | New |
| 12 | NVDA | NVIDIA CORPORATION | $28.3M | 2.00% | 162,433 | Added |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $26.6M | 1.88% | 577,197 | Added |
| 14 | WCMI | FIRST TR EXCHANGE-TRADED FD | $26.0M | 1.84% | 1.6M | Added |
| 15 | AAPL | APPLE INC | $26.0M | 1.84% | 102,304 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $24.7M | 1.75% | 114,894 | Added |
| 17 | QQQ | INVESCO QQQ TR | $24.1M | 1.71% | 41,809 | Added |
| 18 | GPIX | GOLDMAN SACHS ETF TR | $21.6M | 1.53% | 431,589 | Added |
| 19 | FTCB | FIRST TR EXCHANGE-TRADED FD | $20.8M | 1.47% | 991,815 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $20.1M | 1.42% | 33,641 | New |
| 21 | USTB | VICTORY PORTFOLIOS II | $19.8M | 1.40% | 392,069 | Added |
| 22 | AMZN | AMAZON COM INC | $19.5M | 1.38% | 93,606 | Added |
| 23 | IJH | ISHARES TR | $17.9M | 1.26% | 264,695 | New |
| 24 | JPIB | J P MORGAN EXCHANGE TRADED F | $17.3M | 1.23% | 362,816 | Added |
| 25 | MSFT | MICROSOFT CORP | $17.2M | 1.22% | 46,443 | Added |
Source: SEC Form 13F filings · as of 2026-03-31