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 $1.91B across 514 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TRIO ($121.9M, 6.37%), IUSG ($71.2M, 3.72%), IUSV ($68.3M, 3.57%), JCPB ($64.1M, 3.35%), IVV ($57.5M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRIO | EA SERIES TRUST | $121.9M | 6.37% | 1.8M | Added |
| 2 | IUSG | ISHARES TR | $71.2M | 3.72% | 365,112 | Added |
| 3 | IUSV | ISHARES TR | $68.3M | 3.57% | 591,891 | Added |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $64.1M | 3.35% | 1.4M | Added |
| 5 | IVV | ISHARES TR | $57.5M | 3.01% | 73,578 | Added |
| 6 | IEFA | ISHARES TR | $53.4M | 2.79% | 527,521 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $48.4M | 2.53% | 67,651 | Added |
| 8 | FTCB | FIRST TR EXCHANGE-TRADED FD | $45.9M | 2.40% | 2.2M | Added |
| 9 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $45.8M | 2.39% | 1.1M | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $43.2M | 2.26% | 191,583 | Added |
| 11 | IJR | ISHARES TR | $41.7M | 2.18% | 278,262 | Added |
| 12 | AAPL | APPLE INC | $40.7M | 2.13% | 133,385 | Added |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $39.0M | 2.04% | 848,974 | Added |
| 14 | GSLC | GOLDMAN SACHS ETF TR | $36.2M | 1.89% | 243,260 | Trimmed |
| 15 | CGCB | CAPITAL GRP FIXED INCM ETF T | $33.7M | 1.76% | 1.3M | Added |
| 16 | QQQ | INVESCO QQQ TR | $33.0M | 1.73% | 45,145 | Added |
| 17 | MFSG | MFS ACTIVE EXCHANGE TRADED F | $31.8M | 1.66% | 1.0M | Trimmed |
| 18 | JGRO | J P MORGAN EXCHANGE TRADED F | $31.8M | 1.66% | 327,929 | Added |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $30.8M | 1.61% | 124,804 | Added |
| 20 | GPIX | GOLDMAN SACHS ETF TR | $27.8M | 1.45% | 490,051 | Added |
| 21 | AMZN | AMAZON COM INC | $27.7M | 1.45% | 104,575 | Added |
| 22 | MSFT | MICROSOFT CORP | $25.3M | 1.32% | 51,004 | Added |
| 23 | IJH | ISHARES TR | $22.8M | 1.19% | 291,005 | Added |
| 24 | USTB | VICTORY PORTFOLIOS II | $21.4M | 1.12% | 424,283 | Added |
| 25 | FBND | FIDELITY MERRIMACK STR TR | $20.2M | 1.06% | 448,871 | Added |
Source: SEC Form 13F filings · as of 2026-06-30