13F Filings History of Evergreen Wealth Solutions, LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$716,689,310
Signature - Title
Jordan Green - Counsel
Location
Williamsport, PA
Summary
This page shows a list of all the recent 13F filings made by Evergreen Wealth Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evergreen Wealth Solutions, LLC reported 219 stock holdings with total value $716,689,310 as of Q4 2025. Top holdings included TRIO, MFSG, GSLC, TCAF, and JCPB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 219 $716,689,310 +$546,935,775 -$10,339,682 +$536,596,093 TRIO, MFSG, GSLC, TCAF, JCPB 13F-HR 17 Feb 2026, 18:19
Q3 2025 130 $177,388,921 +$7,025,495 -$7,354,994 -$329,499 GSLC, JEPQ, NVDA, BCI, AAPL 13F-HR 14 Nov 2025, 15:38
Q2 2025 117 $166,097,858 +$15,125,884 -$9,383,256 +$5,742,628 GSLC, JEPQ, NVDA, BCI, AAPL 13F-HR 14 Aug 2025, 16:31
Q1 2025 108 $148,275,178 +$20,816,112 -$10,171,635 +$10,644,477 GSLC, JEPQ, BCI, JAAA, NVDA 13F-HR 14 May 2025, 17:27
Q4 2024 102 $143,468,962 +$14,562,383 -$21,023,383 -$6,461,000 GSLC, JEPQ, NVDA, AAPL, MSFT 13F-HR 14 Feb 2025, 17:09
Q3 2024 110 $147,266,661 +$13,661,795 -$13,007,109 +$654,686 GSLC, JEPQ, AGG, NVDA, AAPL 13F-HR 14 Nov 2024, 16:43
Q2 2024 114 $140,942,643 +$21,603,506 -$13,443,931 +$8,159,575 GSLC, JEPQ, AGG, NVDA, AAPL 13F-HR 14 Aug 2024, 17:06
Q1 2024 120 $135,064,901 +$18,677,517 -$9,868,702 +$8,808,815 GSLC, JEPQ, AGG, AAPL, NVDA 13F-HR 15 May 2024, 16:42
Q4 2023 112 $116,998,289 +$13,611,527 -$4,531,169 +$9,080,358 GSLC, JEPQ, AAPL, AGG, MSFT 13F-HR 07 Feb 2024, 15:14
Q3 2023 105 $99,068,270 +$8,022,450 -$4,956,224 +$3,066,226 JEPQ, GSLC, AAPL, AGG, MSFT 13F-HR 13 Nov 2023, 21:51
Q2 2023 103 $99,138,760 +$18,100,616 -$11,398,483 +$6,702,133 JEPQ, GSLC, AAPL, AGG, MSFT 13F-HR 11 Aug 2023, 15:31
Q1 2023 102 $86,445,000 +$10,815,147 -$4,509,221 +$6,305,926 QUAL, AAPL, GSLC, MSFT, GOOGL 13F-HR 12 May 2023, 16:38
Q4 2022 94 $75,778,000 +$6,819,333 -$5,993,359 +$825,974 QUAL, GSLC, AAPL, MSFT, GOOGL 13F-HR 14 Feb 2023, 13:23
Q3 2022 93 $70,479,000 +$8,021,312 -$12,993,622 -$4,972,310 QUAL, AAPL, GSLC, MSFT, GOOGL 13F-HR 14 Nov 2022, 16:32
Q2 2022 99 $81,501,000 +$14,021,093 -$19,842,596 -$5,821,503 QUAL, AAPL, GSLC, JMST, MSFT 13F-HR 15 Aug 2022, 18:00
Q1 2022 94 $103,119,000 +$4,077,496 -$5,540,751 -$1,463,255 QUAL, AGG, AAPL, IQLT, GSLC 13F-HR 22 Apr 2022, 10:01
Q4 2021 94 $110,286,000 $0 $0 $0 QUAL, AGG, IQLT, AAPL, GSLC 13F-HR 19 Jan 2022, 09:59