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 |
|---|---|---|---|---|---|---|---|
| VRTXVertex Pharmaceuticals Inc | Stock | 1,535 | $685.4K | <0.1% | +1,535 | New | History |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 13,677 | $688.4K | <0.1% | +510+3.9% | Added | – |
| HONHoneywell International Inc | COM | 3,048 | $689.0K | <0.1% | +3,048 | New | History |
| NEENextera Energy Inc | Stock | 7,564 | $702.6K | <0.1% | +4,779+171.6% | Added | History |
| NFLXNetflix Inc | Stock | 7,341 | $705.8K | <0.1% | +3,566+94.5% | Added | History |
| BXBlackstone Inc. | COM | 6,158 | $708.1K | 0.1% | +6,158 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 4,924 | $720.3K | 0.1% | +79+1.6% | Added | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,157 | $723.9K | 0.1% | +9,157 | New | – |
| Vanguard Utilities ETF92204A876 | ETF | 3,658 | $724.8K | 0.1% | +3,658 | New | – |
| PMPhilip Morris International Inc. | Stock | 4,415 | $729.9K | 0.1% | +2,291+107.9% | Added | History |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 16,226 | $752.9K | 0.1% | +16,226 | New | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 19,116 | $753.6K | 0.1% | +19,116 | New | – |
| PANWPalo Alto Networks Inc | Stock | 4,734 | $759.0K | 0.1% | +4,734 | New | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 38,864 | $759.0K | 0.1% | +4,806+14.1% | Added | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 18,800 | $766.6K | 0.1% | +18,800 | New | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 26,570 | $783.5K | 0.1% | +15,672+143.8% | Added | – |
| NUENucor Corp | COM | 4,661 | $788.2K | 0.1% | +1,245+36.4% | Added | History |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 16,011 | $800.4K | 0.1% | +2,683+20.1% | Added | – |
| GEVGE Vernova Inc. | Stock | 917 | $800.4K | 0.1% | +917 | New | History |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 24,012 | $801.3K | 0.1% | +24,012 | New | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 15,584 | $822.8K | 0.1% | +620+4.1% | Added | – |
| KOCoca Cola Co | Stock | 10,927 | $831.0K | 0.1% | +10,927 | New | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 27,289 | $832.3K | 0.1% | +6,105+28.8% | Added | – |
| CVSCVS Health Corp | Stock | 11,638 | $835.8K | 0.1% | +11,638 | New | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,882 | $846.8K | 0.1% | +506+11.6% | Added | History |
| TAT&T Inc. | Stock | 29,275 | $848.7K | 0.1% | +29,275 | New | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 18,625 | $850.3K | 0.1% | −605−3.1% | Reduced | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 16,977 | $855.8K | 0.1% | 00.0% | Unchanged | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 22,053 | $857.0K | 0.1% | +22,053 | New | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,488 | $864.9K | 0.1% | +1,096+45.8% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,584 | $875.1K | 0.1% | +3,861+141.8% | Added | – |
| ABTAbbott Laboratories | Stock | 8,526 | $875.4K | 0.1% | +5,938+229.4% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 28,879 | $886.0K | 0.1% | +28,879 | New | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 7,956 | $891.9K | 0.1% | −9,401−54.2% | Reduced | – |
| MTBM&T Bank Corp | COM | 4,411 | $911.8K | 0.1% | −78−1.7% | Reduced | History |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 18,607 | $920.9K | 0.1% | +1,157+6.6% | Added | – |
| MCDMcDonalds Corp | Stock | 2,999 | $932.0K | 0.1% | +2,999 | New | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,493 | $934.7K | 0.1% | +214+5.0% | Added | – |
| iShares Select Dividend ETF464287168 | ETF | 6,228 | $943.0K | 0.1% | +6,228 | New | – |
| GLGlobe Life Inc. | COM | 6,792 | $945.2K | 0.1% | +6,792 | New | History |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 18,742 | $949.5K | 0.1% | +2,717+17.0% | Added | – |
| iShares Core High Dividend ETF46429B663 | ETF | 7,056 | $957.7K | 0.1% | +3,358+90.8% | Added | – |
| PEPPepsiCo Inc | Stock | 6,226 | $966.8K | 0.1% | +4,040+184.8% | Added | History |
| INTCIntel Corp | Stock | 21,934 | $967.9K | 0.1% | −1,009−4.4% | Reduced | History |
| iShares Tr464287515 | EXPANDED TECH | 12,096 | $968.3K | 0.1% | +12,096 | New | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 44,004 | $983.0K | 0.1% | +44,004 | New | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,409 | $983.3K | 0.1% | +1,409 | New | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 10,176 | $996.4K | 0.1% | +10,176 | New | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 20,319 | $1.01M | 0.1% | −40,359−66.5% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,937 | $1.03M | 0.1% | +6,937 | New | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,383 | $1.03M | 0.1% | +666+14.1% | Added | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 24,925 | $1.05M | 0.1% | +24,925 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,046 | $1.06M | 0.1% | +4,046 | New | – |
| GEGeneral Electric Co | Stock | 3,736 | $1.06M | 0.1% | +3,736 | New | History |
| WMWaste Management Inc | Stock | 4,620 | $1.06M | 0.1% | +4,620 | New | History |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 43,652 | $1.08M | 0.1% | +5,680+15.0% | Added | – |
| MPCMarathon Petroleum Corp | Stock | 4,491 | $1.10M | 0.1% | +2,122+89.6% | Added | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 11,925 | $1.12M | 0.1% | −707−5.6% | Reduced | – |
| MCKMcKesson Corp | Stock | 1,381 | $1.20M | 0.1% | +292+26.8% | Added | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 28,337 | $1.21M | 0.1% | +28,337 | New | – |
| iShares Tr464288760 | US AER DEF ETF | 5,569 | $1.22M | 0.1% | +5,569 | New | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,128 | $1.22M | 0.1% | +3,128 | New | History |
| Vanguard Health Care ETF92204A504 | ETF | 4,533 | $1.23M | 0.1% | +4,533 | New | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 24,223 | $1.25M | 0.1% | +1,192+5.2% | Added | – |
| NWBINorthwest Bancshares, Inc. | COM | 98,902 | $1.26M | 0.1% | +62,124+168.9% | Added | History |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 23,126 | $1.27M | 0.1% | +540+2.4% | Added | – |
| METMetlife Inc | Stock | 18,040 | $1.28M | 0.1% | +14,668+435.0% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,786 | $1.29M | 0.1% | +17,883+302.9% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,938 | $1.33M | 0.1% | +2,696+217.1% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,823 | $1.33M | 0.1% | +967+6.1% | Added | – |
| LOWLowes Companies Inc | Stock | 5,690 | $1.34M | 0.1% | +918+19.2% | Added | History |
| PFEPfizer Inc | Stock | 49,023 | $1.38M | 0.1% | +32,495+196.6% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 30,494 | $1.40M | 0.1% | +30,494 | New | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 12,574 | $1.44M | 0.1% | +12,574 | New | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 53,038 | $1.44M | 0.1% | +53,038 | New | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 18,908 | $1.46M | 0.1% | +18,908 | New | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 13,493 | $1.49M | 0.1% | +2,644+24.4% | Added | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 67,534 | $1.51M | 0.1% | +67,534 | New | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,889 | $1.51M | 0.1% | +6,672+548.2% | Added | – |
| DISWalt Disney Co | Stock | 15,971 | $1.54M | 0.1% | +10,756+206.3% | Added | History |
| Capital Group International14021T102 | SHS | 47,190 | $1.56M | 0.1% | +47,190 | New | – |
| Vanguard Energy ETF92204A306 | ETF | 9,136 | $1.58M | 0.1% | +9,136 | New | – |
| CSCOCisco Systems, Inc. | Stock | 20,510 | $1.59M | 0.1% | +5,158+33.6% | Added | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 22,180 | $1.67M | 0.1% | +22,180 | New | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 29,572 | $1.67M | 0.1% | +672+2.3% | Added | – |
| TXNTexas Instruments Inc | Stock | 8,637 | $1.68M | 0.1% | +8,637 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,893 | $1.69M | 0.1% | +5,893 | New | – |
| WPCW. P. Carey Inc. | COM | 26,816 | $1.82M | 0.1% | +26,816 | New | History |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 67,461 | $1.83M | 0.1% | +43,177+177.8% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 40,211 | $1.83M | 0.1% | +40,211 | New | – |
| BACBank of America Corp | Stock | 38,182 | $1.86M | 0.1% | +29,875+359.6% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 18,928 | $1.86M | 0.1% | +18,928 | New | History |
| VanEck Semiconductor ETF92189F676 | ETF | 5,317 | $2.04M | 0.1% | +769+16.9% | Added | – |
| CATCaterpillar Inc | Stock | 2,879 | $2.04M | 0.1% | +1,062+58.4% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,012 | $2.09M | 0.1% | +30,012 | New | – |
| GDGeneral Dynamics Corp | Stock | 6,177 | $2.12M | 0.1% | +6,177 | New | History |
| AMATApplied Materials Inc | Stock | 6,272 | $2.14M | 0.2% | +6,272 | New | History |
| IBMInternational Business Machines Corp | Stock | 8,869 | $2.15M | 0.2% | +4,103+86.1% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 76,320 | $2.22M | 0.2% | +5,532+7.8% | Added | – |
| AMGNAmgen Inc | Stock | 6,387 | $2.25M | 0.2% | +5,393+542.6% | Added | History |
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 |