Evergreen Wealth Solutions, LLC Portfolio Holdings

Evergreen Wealth Solutions, LLC

  • $170 Million
  • Q3 2025

Evergreen Wealth Solutions, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $48.5M, J P Morgan ETF Tr Nasdaq Equit with a value of $12.8M, Nvidia Corp with a value of $9.3M, Abrdn Etfs Abrdn Bloomberg All with a value of $5.97M, and Apple Inc. with a value of $4.79M.

Examining the 13F form we can see an increase of $10M in the current position value, from $160M to 170M.

Evergreen Wealth Solutions, LLC is based out at Williamsport, PA

Below you can find more details about Evergreen Wealth Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $99.2 Million
Technology: $31.3 Million
Financial Services: $8.67 Million
Communication Services: $6.61 Million
Healthcare: $5.28 Million
Industrials: $4.06 Million
Consumer Cyclical: $3.86 Million
Consumer Defensive: $1.96 Million
Other: $4.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.5 Million 28.48% of portfolio
372,218
Q3 2025 Reduced 1.17%
$0
$12.8 Million 7.52% of portfolio
222,590
Q3 2025 Added 0.55%
$465B
$9.3 Million 5.46% of portfolio
49,829
Q3 2025 Added 1.27%
$0
$5.97 Million 3.5% of portfolio
276,992
Q3 2025 Added 1.28%
$4.3T
$4.79 Million 2.82% of portfolio
18,828
Q3 2025 Reduced 20.95%
$0
$3.67 Million 2.15% of portfolio
71,835
Q3 2025 Reduced 10.51%
$0
$3.61 Million 2.12% of portfolio
71,139
Q3 2025 Reduced 13.35%
$3.78T
$3.58 Million 2.1% of portfolio
6,912
Q3 2025 Added 1.27%
$28.4B
$3.52 Million 2.07% of portfolio
24,189
Q2 2024 New
$0
$2.79 Million 1.64% of portfolio
4,174
Q3 2025 Added 8.61%
$1.65T
$2.68 Million 1.57% of portfolio
11,035
Q3 2025 Reduced 7.65%
$0
$2.29 Million 1.34% of portfolio
44,861
Q3 2025 Added 12.3%
$0
$1.97 Million 1.16% of portfolio
77,097
Q3 2025 Added 0.55%
$0
$1.96 Million 1.15% of portfolio
76,557
Q3 2025 Added 0.95%
$0
$1.96 Million 1.15% of portfolio
88,666
Q3 2025 Added 0.83%
$0
$1.93 Million 1.14% of portfolio
81,421
Q3 2025 Added 0.41%
$0
$1.8 Million 1.06% of portfolio
38,890
Q3 2025 Added 27.68%
$1.87B
$1.75 Million 1.03% of portfolio
5,443
Q1 2025 Added 0.8%
$0
$1.69 Million 0.99% of portfolio
38,535
Q3 2025 Reduced 1.54%
$881B
$1.62 Million 0.95% of portfolio
5,130
Q3 2025 Reduced 0.6%
$0
$1.6 Million 0.94% of portfolio
38,186
Q3 2025 Reduced 1.02%
$662B
$1.53 Million 0.9% of portfolio
3,035
Q3 2025 Reduced 2.16%
$172B
$1.33 Million 0.78% of portfolio
30,347
Q3 2025 Reduced 2.81%
$0
$1.24 Million 0.73% of portfolio
49,255
Q3 2025 Reduced 0.7%
$512B
$1.22 Million 0.71% of portfolio
2,139
Q3 2025 Reduced 16.38%
$0
$1.19 Million 0.7% of portfolio
8,336
Q3 2025 Added 4.27%
$0
$1.14 Million 0.67% of portfolio
28,800
Q3 2025 Reduced 0.6%
$319B
$1.12 Million 0.66% of portfolio
16,431
Q3 2025 Reduced 8.95%
$1.37T
$1.11 Million 0.65% of portfolio
1,508
Q3 2025 Reduced 24.64%
$266B
$1.11 Million 0.65% of portfolio
3,933
Q3 2025 Reduced 11.26%
$139B
$1.09 Million 0.64% of portfolio
3,294
Q3 2025 Reduced 28.02%
$404B
$985,000 0.58% of portfolio
1,065
Q3 2025 Reduced 8.9%
$140B
$955,000 0.56% of portfolio
3,802
Q3 2025 Reduced 1.71%
$47.7B
$879,000 0.52% of portfolio
1,764
Q3 2025 Reduced 1.34%
$32.3B
$886,000 0.52% of portfolio
4,486
Q3 2025 Reduced 0.93%
$121B
$860,000 0.51% of portfolio
1,114
Q3 2025 Reduced 1.07%
$0
$861,000 0.51% of portfolio
3,879
Q3 2025 Added 1.49%
$143B
$868,000 0.51% of portfolio
25,885
Q3 2025 Reduced 8.05%
$414B
$839,000 0.49% of portfolio
3,625
Q3 2025 Reduced 10.43%
$161B
$781,000 0.46% of portfolio
725
Q3 2025 Reduced 2.16%
$0
$772,000 0.45% of portfolio
18,049
Q3 2025 New
$342B
$726,000 0.43% of portfolio
3,985
Q3 2025 Added 1.61%
$26.6B
$722,000 0.42% of portfolio
5,107
Q3 2025 Reduced 2.18%
$522B
$694,000 0.41% of portfolio
3,744
Q3 2025 Reduced 4.73%
$303B
$703,000 0.41% of portfolio
4,530
Q3 2025 Reduced 13.6%
$0
$689,000 0.4% of portfolio
27,850
Q3 2025 Reduced 6.7%
$0
$619,000 0.36% of portfolio
7,440
Q3 2025 Added 0.2%
$193B
$602,000 0.35% of portfolio
5,263
Q3 2025 Reduced 9.68%
$47B
$572,000 0.34% of portfolio
1,165
Q3 2025 Reduced 2.75%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $170 Million
  • Prior Value $160 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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