Evergreen Wealth Solutions, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001904432 · WILLIAMSPORT, PA

As of Sep 30, 2025, Evergreen Wealth Solutions, LLC reported 130 positions worth 77.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF	GSLC	—	372,218	$48.5M	27.34%
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	JEPQ	—	222,590	2.8M	7.22%
NVIDIA CORP	NVDA	Technology	49,829	$9.3M	5.24%
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF	BCI	—	276,992	$6.0M	3.36%
APPLE INC	AAPL	Technology	18,828	$4.8M	2.70%
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF	JMST	—	71,835	$3.7M	2.07%
JANUS HENDERSON AAA CLO ETF	JAAA	—	71,139	$3.6M	2.04%
MICROSOFT CORP	MSFT	Technology	6,912	$3.6M	2.02%
CIENA CORP	CIEN	Technology	24,189	$3.5M	1.99%
ISHARES CORE S&P 500 ETF	IVV	—	4,174	$2.8M	1.57%
ALPHABET INC	GOOGL	Equity	11,035	$2.7M	1.51%
VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF	USTB	—	44,861	$2.3M	1.29%
CAPITAL GROUP CORE BOND ETF	CGCB	—	83,871	$2.2M	1.26%
CAPITAL GROUP GLOBAL EQUITY	CGGE	—	71,355	$2.2M	1.24%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF	IBDR	—	81,421	$2.0M	1.12%
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF	IBDT	—	77,097	$2.0M	1.11%
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF	IBDV	—	88,666	$2.0M	1.11%
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF	IBDX	—	76,557	$2.0M	1.11%
AMAZON.COM INC	AMZN	Equity	8,318	.8M	1.03%
JPMORGAN INCOME ETF	JPIE	—	38,890	.8M	1.02%
STRATEGY INC	MSTR	Technology	5,443	.8M	0.99%
CAPITAL GROUP GROWTH ETF	CGGR	—	38,535	.7M	0.95%
JPMORGAN CHASE & CO	JPM	Financial Services	5,130	.6M	0.91%
CAPITAL GROUP DIVIDEND VALUE ETF	CGDV	—	38,186	.6M	0.90%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	3,035	.5M	0.86%