Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 406
- +188 vs. Q4 2025
- Portfolio value
- $1.41B
- +$696.8M (+97.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Global X FDS37960A529 | DEFENSE TECH ETF | 4,847 | $343.3K | <0.1% | +1,241+34.4% | Added | – |
| VVVValvoline Inc | COM | 10,290 | $346.6K | <0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 1,190 | $347.2K | <0.1% | +1,190 | New | History |
| MOAltria Group, Inc. | Stock | 5,264 | $347.4K | <0.1% | +5,264 | New | History |
| YUMYum Brands Inc | Stock | 2,236 | $347.6K | <0.1% | +2,236 | New | History |
| Capital Group Conservative E14020U100 | SHS | 11,813 | $352.1K | <0.1% | +11,813 | New | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,785 | $352.4K | <0.1% | +4,785 | New | – |
| TMOThermo Fisher Scientific Inc. | Stock | 719 | $353.5K | <0.1% | +229+46.7% | Added | History |
| CBChubb Ltd | Stock | 1,085 | $353.6K | <0.1% | +1,085 | New | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 3,989 | $356.3K | <0.1% | +3,989 | New | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 6,103 | $356.8K | <0.1% | +6,103 | New | History |
| BMOBank of Montreal | COM | 2,660 | $360.0K | <0.1% | +2,660 | New | History |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,334 | $364.6K | <0.1% | +3,090+72.8% | Added | – |
| NVONovo Nordisk A S | ADR | 9,927 | $364.8K | <0.1% | +1,089+12.3% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 1,472 | $368.9K | <0.1% | +1,472 | New | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,062 | $370.2K | <0.1% | +5,062 | New | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,489 | $371.6K | <0.1% | +932+36.4% | Added | – |
| CZNCCitizens & Northern Corp | COM | 16,897 | $377.5K | <0.1% | 00.0% | Unchanged | History |
| PRKPark National Corp | COM | 2,362 | $386.1K | <0.1% | +44+1.9% | Added | History |
| SLViShares Silver Trust | ETF | 5,671 | $386.4K | <0.1% | +2,010+54.9% | Added | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,903 | $392.7K | <0.1% | +3,903 | New | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,062 | $394.5K | <0.1% | +4,062 | New | – |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 9,427 | $395.1K | <0.1% | +9,427 | New | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 10,183 | $396.7K | <0.1% | +10,183 | New | – |
| HIGHartford Insurance Group, Inc. | Stock | 2,970 | $401.6K | <0.1% | +371+14.3% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,903 | $401.8K | <0.1% | +1,903 | New | – |
| CCitigroup Inc | Stock | 3,547 | $402.3K | <0.1% | +3,547 | New | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,711 | $407.0K | <0.1% | +3,711 | New | – |
| MSMorgan Stanley | Stock | 2,525 | $415.6K | <0.1% | +2,525 | New | History |
| SHOPShopify Inc. | Stock | 3,533 | $419.1K | <0.1% | +3,533 | New | History |
| RIORio Tinto PLC | ADR | 4,550 | $424.5K | <0.1% | +4,550 | New | History |
| Bondbloxx ETF Trust09789C879 | JP MOR USD 1 ETF | 9,664 | $424.7K | <0.1% | +9,664 | New | – |
| DUKDuke Energy CORP | Stock | 3,247 | $425.1K | <0.1% | +3,247 | New | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 5,397 | $429.4K | <0.1% | +2,806+108.3% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,119 | $431.1K | <0.1% | +2,119 | New | History |
| WATWaters Corp | COM | 1,448 | $431.2K | <0.1% | +1,448 | New | History |
| SBUXStarbucks Corp | Stock | 4,815 | $431.4K | <0.1% | +4,815 | New | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 6,919 | $433.7K | <0.1% | +6,919 | New | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 6,681 | $436.1K | <0.1% | −555−7.7% | Reduced | – |
| CMCSAComcast Corp | Stock | 15,338 | $440.4K | <0.1% | +15,338 | New | History |
| iShares Tr46435U713 | US INFRASTRUC | 7,772 | $444.5K | <0.1% | +2,898+59.5% | Added | – |
| CLColgate Palmolive Co | Stock | 5,313 | $452.8K | <0.1% | +5,313 | New | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,277 | $454.0K | <0.1% | +4,277 | New | – |
| NSCNorfolk Southern Corp | Stock | 1,591 | $456.5K | <0.1% | +1,591 | New | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 9,031 | $458.9K | <0.1% | +9,031 | New | – |
| LMTLockheed Martin Corp | Stock | 762 | $460.5K | <0.1% | +762 | New | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 3,981 | $460.7K | <0.1% | +1,242+45.3% | Added | – |
| PEGPublic Service Enterprise Group Inc | COM | 5,771 | $467.2K | <0.1% | +5,771 | New | History |
| AXONAxon Enterprise, Inc. | COM | 1,108 | $470.6K | <0.1% | +1,108 | New | History |
| QCOMQualcomm Inc | Stock | 3,666 | $472.1K | <0.1% | +2,101+134.2% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,025 | $480.5K | <0.1% | +5,025 | New | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 5,801 | $487.0K | <0.1% | −666−10.3% | Reduced | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 7,152 | $487.6K | <0.1% | +7,152 | New | – |
| ALLAllstate Corp | Stock | 2,375 | $492.4K | <0.1% | +2,375 | New | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 28,454 | $492.8K | <0.1% | −295−1.0% | Reduced | – |
| WELLWelltower Inc. | REIT | 2,497 | $493.7K | <0.1% | +2,497 | New | History |
| PSXPhillips 66 | Stock | 2,757 | $502.3K | <0.1% | +851+44.6% | Added | History |
| ROPRoper Technologies Inc | Stock | 1,450 | $513.1K | <0.1% | −255−15.0% | Reduced | History |
| FFord Motor Co | Stock | 44,607 | $514.8K | <0.1% | +7,273+19.5% | Added | History |
| AZNAstraZeneca PLC | ADR | 2,610 | $514.8K | <0.1% | +2,610 | New | History |
| DTEDte Energy Co | COM | 3,524 | $515.3K | <0.1% | −556−13.6% | Reduced | History |
| RTXRTX Corp | Stock | 2,675 | $516.0K | <0.1% | +667+33.2% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,599 | $524.5K | <0.1% | +1,945+117.6% | Added | – |
| NVSNovartis AG | ADR | 3,441 | $525.6K | <0.1% | +690+25.1% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,700 | $528.6K | <0.1% | +5,700 | New | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 11,685 | $528.9K | <0.1% | +11,685 | New | – |
| BSXBoston Scientific Corp | Stock | 8,432 | $529.1K | <0.1% | +8,432 | New | History |
| iShares U S ETF Tr46431W606 | IT RT HDG HGYL | 6,236 | $533.8K | <0.1% | +6,236 | New | – |
| MARMarriott International Inc | Stock | 1,635 | $534.8K | <0.1% | +926+130.6% | Added | History |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 13,065 | $536.5K | <0.1% | +13,065 | New | – |
| SOSouthern Co | Stock | 5,595 | $540.0K | <0.1% | +5,595 | New | History |
| TJXTJX Companies Inc | Stock | 3,390 | $541.4K | <0.1% | +768+29.3% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,999 | $543.0K | <0.1% | +10,999 | New | – |
| AMPAmeriprise Financial Inc | COM | 1,228 | $545.9K | <0.1% | +54+4.6% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 898 | $554.0K | <0.1% | +132+17.2% | Added | History |
| EXCExelon Corp | Stock | 11,332 | $555.5K | <0.1% | −459−3.9% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 4,262 | $558.7K | <0.1% | +1,200+39.2% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,930 | $560.6K | <0.1% | +64+3.4% | Added | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 8,363 | $572.6K | <0.1% | +8,363 | New | – |
| PRUPrudential Financial Inc | Stock | 6,048 | $590.9K | <0.1% | +1,337+28.4% | Added | History |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 22,606 | $591.6K | <0.1% | +22,606 | New | – |
| UNPUnion Pacific Corp | Stock | 2,450 | $594.5K | <0.1% | +500+25.6% | Added | History |
| iShares Tr464287556 | ISHARES BIOTECH | 3,575 | $603.7K | <0.1% | +3,575 | New | – |
| GLDSPDR Gold Trust | ETF | 1,416 | $609.3K | <0.1% | +900+174.4% | Added | History |
| iShares Tr464287838 | U.S. BAS MTL ETF | 3,532 | $621.3K | <0.1% | +3,532 | New | – |
| TTETotalEnergies SE | ACT | 6,841 | $622.4K | <0.1% | +1,571+29.8% | Added | History |
| DEDeere & Co | Stock | 1,112 | $626.6K | <0.1% | +349+45.7% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,741 | $639.4K | <0.1% | +5,741 | New | – |
| MSTRStrategy Inc | Stock | 5,124 | $639.5K | <0.1% | −19−0.4% | Reduced | History |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 25,858 | $641.0K | <0.1% | +2,393+10.2% | Added | – |
| GLWCorning Inc | COM | 4,763 | $647.6K | <0.1% | +308+6.9% | Added | History |
| SYKStryker Corp | Stock | 1,974 | $648.8K | <0.1% | +377+23.6% | Added | History |
| Capital Group Dividend Growe14021L109 | SHS ETF | 18,086 | $649.3K | <0.1% | +18,086 | New | – |
| iShares Tr464288877 | EAFE VALUE ETF | 8,804 | $654.6K | <0.1% | +8,804 | New | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,434 | $661.1K | <0.1% | +1,434 | New | History |
| KLACKLA Corp | COM NEW | 455 | $670.3K | <0.1% | −94−17.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 2,221 | $671.9K | <0.1% | +893+67.2% | Added | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 12,040 | $672.4K | <0.1% | −611−4.8% | Reduced | – |
| BABoeing Co | Stock | 3,379 | $672.5K | <0.1% | +3,379 | New | History |
| Pgim Rock ETF Tr69420N817 | PGIM US LARGE C | 22,993 | $681.6K | <0.1% | +22,993 | New | – |
Sold out since Q4 2025 (12)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Tidal Trust I886364231 | FUND GRAN US ETF | 69,423 | $1.72M | 0.2% | – |
| MCHPMicrochip Technology Inc | Stock | 8,206 | $522.9K | 0.1% | History |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 17,244 | $403.6K | 0.1% | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 11,885 | $376.8K | 0.1% | – |
| Harris Oakmark ETF Trust41456U106 | OAKMARK U S LRG | 12,843 | $364.2K | 0.1% | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 4,244 | $341.1K | <0.1% | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 8,530 | $251.5K | <0.1% | History |
| FSSLFS Specialty Lending Fund | COM SH BEN INT | 17,144 | $242.4K | <0.1% | History |
| OLEDUniversal Display Corp | COM | 2,072 | $242.0K | <0.1% | History |
| ACNAccenture plc | Stock | 824 | $221.1K | <0.1% | History |
| INGING Groep NV | SPONSORED ADR | 7,370 | $206.4K | <0.1% | History |
| PNRPENTAIR plc | SHS | 1,946 | $202.7K | <0.1% | History |