Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- Latest filing
- Aug 14, 2026
The latest 13F from Evergreen Wealth Solutions, LLC covers Q2 2026 (filed Aug 14, 2026): 514 long positions worth $1.91B. The top 10 holdings make up 32.4% of the portfolio, and the largest is Ea Series Trust at 6.4%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 120
- Est. +$108.8M
- Added
- 266
- Est. +$351.3M
- Reduced
- 111
- Est. −$144.1M
- Sold out
- 12
- Est. −$10.7M
Top 5 holdings
Share of this quarter's portfolio value
- Ea Series Trust02072Q7706.4%$121.9M
- iShares Core S&P U.S. Growth ETF4642876713.7%$71.2M
- iShares Core S&P US Value ETF4642876633.6%$68.3M
- J P Morgan Exchange Traded F46641Q6703.4%$64.1M
- iShares Core S&P 500 ETF4642872003.0%$57.5M
Biggest buys
New and added positions, by estimated amount bought
- J P Morgan Exchange Traded F46641Q670+$33.4MAdded
- J P Morgan Exchange Traded F46654Q609+$29.0MAdded
- First Tr Exchange-Traded FD33738D788+$25.4MAdded
- Vanguard S&P 500 ETF922908363+$24.3MAdded
- Fidelity Merrimack STR Tr316188309+$18.4MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- J P Morgan Exchange Traded F46654Q609+1.49 pp0.2% → 1.7%
- J P Morgan Exchange Traded F46641Q670+1.15 pp2.2% → 3.4%
- Vanguard S&P 500 ETF922908363+1.11 pp1.4% → 2.5%
- First Tr Exchange-Traded FD33738D788+0.93 pp1.5% → 2.4%
- Fidelity Merrimack STR Tr316188309+0.93 pp0.1% → 1.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- MFS Active Exchange Traded F55286W207−$26.8MReduced
- First Tr Exchange-Traded FD33733E732−$23.1MReduced
- J P Morgan Exchange Traded F46641Q852−$15.1MReduced
- CIENCiena Corp
- Goldman Sachs ETF Tr381430503−$6.13MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- MFS Active Exchange Traded F55286W207−1.78 pp3.4% → 1.7%
- First Tr Exchange-Traded FD33733E732−1.42 pp1.8% → 0.4%
- J P Morgan Exchange Traded F46641Q852−1.10 pp1.2% → 0.1%
- CIENCiena Corp
- Goldman Sachs ETF Tr381430503−0.63 pp2.5% → 1.9%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $1.91B
- +$498.5M (+35.3%) vs. prior quarter
- Positions
- 514
- +108 vs. prior quarter
- Top 10 concentration
- 32.4%
- Top 10 as share of value
- Turnover
- 9.3%
- Q2 2026, one quarter
- Average holding period
- 6.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.
13F filings by quarter
19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $1.91B (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 514 | $1.91B | Ea Series TrustiShares Core S&P U.S. Growth ETFiShares Core S&P US Value ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 406 | $1.41B | Ea Series TrustMFS Active Exchange Traded FiShares Core S&P US Value ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 18, 2026 | 218 | $716.8M | Ea Series TrustMFS Active Exchange Traded FGoldman Sachs ETF Tr | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 130 | $177.4M | Goldman Sachs ETF TrJPMorgan Nasdaq Equity Premium Income ETFNVDA | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 117 | $166.1M | Goldman Sachs ETF TrJPMorgan Nasdaq Equity Premium Income ETFNVDA | vs. Q1 2025 | SEC |
| Q1 2025 | May 14, 2025 | 108 | $148.3M | Goldman Sachs ETF TrJPMorgan Nasdaq Equity Premium Income ETFAbrdn ETFs | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 102 | $143.5M | Goldman Sachs ETF TrJPMorgan Nasdaq Equity Premium Income ETFNVDA | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 110 | $147.3M | Goldman Sachs ETF TrJPMorgan Nasdaq Equity Premium Income ETFiShares Core U.S. Aggregate Bond ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 114 | $140.9M | Goldman Sachs ETF TrJPMorgan Nasdaq Equity Premium Income ETFiShares Core U.S. Aggregate Bond ETF | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 120 | $135.1M | Goldman Sachs ETF TrJPMorgan Nasdaq Equity Premium Income ETFiShares Core U.S. Aggregate Bond ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 7, 2024 | 112 | $117.0M | Goldman Sachs ETF TrJPMorgan Nasdaq Equity Premium Income ETFAAPL | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 105 | $99.1M | JPMorgan Nasdaq Equity Premium Income ETFGoldman Sachs ETF TrAAPL | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 11, 2023 | 103 | $99.1M | JPMorgan Nasdaq Equity Premium Income ETFGoldman Sachs ETF TrAAPL | vs. Q1 2023 | SEC |
| Q1 2023 | May 12, 2023 | 102 | $86.4M | iShares MSCI USA Quality Factor ETFAAPLGoldman Sachs ETF Tr | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 94 | $75.8M | iShares MSCI USA Quality Factor ETFGoldman Sachs ETF TrAAPL | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 93 | $70.5M | iShares MSCI USA Quality Factor ETFAAPLGoldman Sachs ETF Tr | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 99 | $81.5M | iShares MSCI USA Quality Factor ETFAAPLGoldman Sachs ETF Tr | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 22, 2022 | 94 | $103.1M | iShares MSCI USA Quality Factor ETFiShares Core U.S. Aggregate Bond ETFAAPL | vs. Q4 2021 | SEC |
| Q4 2021 | Jan 19, 2022 | 94 | $110.3M | iShares MSCI USA Quality Factor ETFiShares Core U.S. Aggregate Bond ETFiShares Tr | – | SEC |