Evergreen Wealth Solutions, LLC
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$1.4B
Holdings
405
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TRIO
EA SERIES TRUST
Held since at least Q1 2024
7.8%
02
$MFSG
MFS ACTIVE EXCHANGE TRADED F
Held since at least Q1 2024
3.4%
03
$IUSV
ISHARES TR
Held since at least Q1 2024
3.2%
04
$IUSG
ISHARES TR
Held since at least Q1 2024
3.1%
05
$IEFA
ISHARES TR
Held since at least Q1 2024
2.9%
06
$TCAF
T ROWE PRICE ETF INC
Held since at least Q1 2024
2.7%
07
$GSLC
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
2.5%
08
$IVV
ISHARES TR
Held since at least Q1 2024
2.4%
09
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.2%
10
$CGCB
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:33 UTC.