13F HOLDINGS REPORT

Evergreen Wealth Solutions, LLC

Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001904432-26-000002

Total Value

$716.8M

Positions

219

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (219)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	EA SERIES TRUST	02072Q770	1,788,683	$109.3M	15.24%
2	MFS ACTIVE EXCHANGE TRADED F	55286W207	1,925,487	$54.5M	7.60%
3	GOLDMAN SACHS ETF TR	NVGLF	340,429	$45.1M	6.29%
4	T ROWE PRICE ETF INC	87283Q867	1,029,276	$39.3M	5.49%
5	J P MORGAN EXCHANGE TRADED F	46641Q670	626,181	$29.6M	4.14%
6	FIRST TR EXCHANGE-TRADED FD	33733E732	1,534,543	$26.1M	3.64%
7	VANGUARD SPECIALIZED FUNDS	921908844	100,281	$22.0M	3.07%
8	GOLDMAN SACHS ETF TR	NVGLF	408,546	$21.6M	3.01%
9	FIRST TR EXCHANGE-TRADED FD	33738D788	931,440	$19.8M	2.76%
10	J P MORGAN EXCHANGE TRADED F	46641Q852	355,700	$17.3M	2.42%
11	J P MORGAN EXCHANGE TRADED F	46641Q159	360,269	$16.7M	2.33%
12	JANUS DETROIT STR TR	47103U845	328,170	$16.6M	2.32%
13	CAPITAL GRP FIXED INCM ETF T	14020Y508	578,823	$15.4M	2.14%
14	J P MORGAN EXCHANGE TRADED F	46654Q203	215,597	$12.5M	1.75%
15	VICTORY PORTFOLIOS II	92647N535	216,542	$11.0M	1.54%
16	GOLDMAN SACHS ETF TR	NVGLF	145,086	$11.0M	1.53%
17	NVIDIA CORPORATION	NVDA	57,775	$10.8M	1.50%
18	APPLE INC	AAPL	30,969	$8.4M	1.17%
19	ISHARES TR	464288638	129,251	$7.0M	0.97%
20	CAPITAL GROUP DIVIDEND VALUE	14020W106	154,605	$6.7M	0.94%
21	MICROSOFT CORP	MSFT	13,472	$6.5M	0.91%
22	FIDELITY MERRIMACK STR TR	316188705	144,832	$6.4M	0.89%
23	INVESCO EXCH TRD SLF IDX FD	IVZ	232,921	$5.8M	0.81%
24	ALPHABET INC	GOOG	17,931	$5.6M	0.78%
25	ABRDN ETFS	003261104	277,201	$5.4M	0.76%
26	ISHARES TR	464287200	7,869	$5.4M	0.75%
27	JANUS DETROIT STR TR	47103U209	65,749	$5.4M	0.75%
28	CIENA CORP	CIEN	22,693	$5.3M	0.74%
29	INVESCO EXCH TRD SLF IDX FD	IVZ	262,626	$5.2M	0.72%
30	SSGA ACTIVE TR	78470P820	192,336	$4.8M	0.67%
31	INVESCO EXCH TRD SLF IDX FD	IVZ	229,759	$4.7M	0.66%
32	AMAZON COM INC	AMZN	19,645	$4.5M	0.63%
33	VANECK ETF TRUST	92189F643	41,048	$4.3M	0.59%
34	CAPITAL GROUP GLOBAL EQUITY	14020R107	129,670	$4.1M	0.57%
35	SPDR S&P 500 ETF TR	SPY	5,724	$3.9M	0.54%
36	INVESCO EXCH TRD SLF IDX FD	IVZ	199,702	$3.8M	0.52%
37	INVESCO EXCH TRADED FD TR II	IVZ	172,922	$3.7M	0.52%
38	J P MORGAN EXCHANGE TRADED F	46641Q654	68,317	$3.5M	0.49%
39	SPDR SERIES TRUST	78468R648	55,012	$3.3M	0.46%
40	ISHARES TR	464289511	60,678	$3.1M	0.43%
41	JPMORGAN CHASE & CO.	VYLD	9,289	$3.0M	0.42%
42	FIRST TR EXCHNG TRADED FD VI	33740F847	47,627	$2.6M	0.36%
43	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,150	$2.6M	0.36%
44	SCHWAB STRATEGIC TR	808524300	70,788	$2.3M	0.32%
45	ABBVIE INC	ABBV	10,064	$2.3M	0.32%
46	ISHARES TR	46435GAA0	90,154	$2.2M	0.30%
47	INVESCO EXCH TRADED FD TR II	IVZ	17,357	$2.1M	0.29%
48	CAPITAL GROUP GROWTH ETF	14020G101	46,220	$2.1M	0.29%
49	INVESCO EXCH TRADED FD TR II	IVZ	19,140	$2.0M	0.28%
50	ISHARES TR	46436E726	88,919	$2.0M	0.27%
51	ISHARES TR	46435U515	77,020	$2.0M	0.27%
52	ISHARES TR	46436E312	76,677	$2.0M	0.27%
53	PGIM ETF TR	69344A107	35,242	$1.7M	0.24%
54	TIDAL TRUST I	886364231	69,423	$1.7M	0.24%
55	FIRST TR EXCHNG TRADED FD VI	33740F722	28,900	$1.6M	0.23%
56	VANECK ETF TRUST	92189F676	4,548	$1.6M	0.23%
57	ELI LILLY & CO	LLY	1,501	$1.6M	0.23%
58	META PLATFORMS INC	META	2,290	$1.5M	0.21%
59	TESLA INC	TSLA	3,322	$1.5M	0.21%
60	INTERNATIONAL BUSINESS MACHS	INTR	4,766	$1.4M	0.20%
61	BROADCOM INC	AVGO	4,050	$1.4M	0.20%
62	VANGUARD SCOTTSDALE FDS	92206C409	15,856	$1.3M	0.18%
63	FIRST TR EXCHNG TRADED FD VI	33740U208	22,586	$1.3M	0.18%
64	ISHARES TR	464287481	9,144	$1.3M	0.17%
65	VERIZON COMMUNICATIONS INC	VZ	30,691	$1.3M	0.17%
66	VANGUARD BD INDEX FDS	921937827	15,557	$1.2M	0.17%
67	MASTERCARD INCORPORATED	MA	2,143	$1.2M	0.17%
68	FIRST TR EXCHANGE TRADED FD	33738R118	12,632	$1.2M	0.17%
69	FIRST TR EXCHNG TRADED FD VI	33740F862	23,031	$1.2M	0.17%
70	CISCO SYS INC	CSCO	15,352	$1.2M	0.16%
71	CAPITAL GROUP CORE EQUITY ET	14020V108	29,112	$1.2M	0.16%
72	LOWES COS INC	548661107	4,772	$1.2M	0.16%
73	FIRST TR EXCHANGE TRADED FD	33738R704	10,849	$1.1M	0.15%
74	CATERPILLAR INC	CAT	1,817	$1.0M	0.15%
75	COSTCO WHSL CORP NEW	22160K105	1,174	$1.0M	0.14%
76	ISHARES TR	464287226	10,028	$1.0M	0.14%
77	TIDAL TRUST II	88636J600	16,827	$992,118	0.14%
78	FIDELITY COVINGTON TRUST	316092808	4,279	$961,392	0.13%
79	FIRST TR EXCHNG TRADED FD VI	33740F888	37,972	$955,759	0.13%
80	ISHARES TR	46432F339	4,717	$936,793	0.13%
81	GOLDMAN SACHS ETF TR	NVGLF	17,450	$922,582	0.13%
82	M & T BK CORP	55261F104	4,489	$904,444	0.13%
83	VANGUARD TAX-MANAGED FDS	921943858	14,412	$900,347	0.13%
84	MCKESSON CORP	MCK	1,089	$893,296	0.12%
85	JOHNSON & JOHNSON	JNJ	4,308	$891,587	0.12%
86	FIRST TR EXCHNG TRADED FD VI	33740F623	16,977	$878,560	0.12%
87	PALANTIR TECHNOLOGIES INC	PLTR	4,845	$861,199	0.12%
88	SPDR INDEX SHS FDS	78463X889	19,230	$854,023	0.12%
89	FIRST TR EXCHANGE-TRADED FD	33735T109	48,584	$850,221	0.12%
90	INVESCO QQQ TR	IVZ	1,381	$848,443	0.12%
91	INTEL CORP	INTC	22,943	$846,581	0.12%
92	FIRST TR EXCH TRADED FD III	33739N108	16,025	$819,456	0.11%
93	MARSH & MCLENNAN COS INC	571748102	4,376	$811,836	0.11%
94	FIRST TR EXCHNG TRADED FD VI	33740F748	14,964	$799,826	0.11%
95	STRATEGY INC	STRK	5,143	$781,479	0.11%
96	CHEVRON CORP NEW	CVX	5,023	$765,544	0.11%
97	ROPER TECHNOLOGIES INC	ROP	1,705	$758,972	0.11%
98	VISA INC	V	2,137	$749,485	0.10%
99	WALMART INC	WMT	6,673	$743,439	0.10%
100	FIRST TR EXCHNG TRADED FD VI	33740F763	12,651	$716,300	0.10%
101	ALPHABET INC	GOOG	2,199	$690,046	0.10%
102	FIRST TR EXCHNG TRADED FD VI	33740U307	13,167	$678,891	0.09%
103	J P MORGAN EXCHANGE TRADED F	46641Q647	13,328	$673,070	0.09%
104	KLA CORP	KLAC	549	$667,228	0.09%
105	INVESCO EXCH TRD SLF IDX FD	IVZ	34,058	$666,686	0.09%
106	CAPITAL GRP FIXED INCM ETF T	14020Y201	24,284	$664,904	0.09%
107	SCHWAB STRATEGIC TR	808524409	21,184	$627,248	0.09%
108	ISHARES TR	464287614	1,315	$622,402	0.09%
109	ISHARES TR	464287598	2,913	$612,712	0.09%
110	DISNEY WALT CO	254687106	5,215	$593,290	0.08%
111	ISHARES TR	464287655	2,392	$588,913	0.08%
112	FRANKLIN TEMPLETON ETF TR	FGDL	23,465	$583,575	0.08%
113	AMERIPRISE FINL INC	03076C106	1,174	$575,760	0.08%
114	STRYKER CORPORATION	SYK	1,597	$561,314	0.08%
115	EXXON MOBIL CORP	XOM	4,644	$558,913	0.08%
116	NUCOR CORP	NUE	3,416	$557,150	0.08%
117	ISHARES TR	46435G532	6,467	$544,681	0.08%
118	PRUDENTIAL FINL INC	PUKPF	4,711	$531,746	0.07%
119	DTE ENERGY CO	DTK	4,080	$526,284	0.07%
120	MICROCHIP TECHNOLOGY INC.	MCHPP	8,206	$522,886	0.07%
121	VANGUARD INDEX FDS	922908769	1,548	$518,998	0.07%
122	EXELON CORP	EXC	11,791	$513,956	0.07%
123	MERCK & CO INC	MRK	4,845	$510,017	0.07%
124	AMERICAN EXPRESS CO	AXP	1,328	$491,318	0.07%
125	FORD MTR CO	345370860	37,334	$489,822	0.07%
126	J P MORGAN EXCHANGE TRADED F	46654Q740	7,236	$489,693	0.07%
127	SPDR S&P MIDCAP 400 ETF TR	MDY	766	$462,112	0.06%
128	AIR PRODS & CHEMS INC	AIIR	1,866	$460,939	0.06%
129	BANK AMERICA CORP	060505104	8,307	$456,875	0.06%
130	UNION PAC CORP	UNP	1,950	$450,966	0.06%
131	NOVO-NORDISK A S	NONOF	8,838	$449,697	0.06%
132	ISHARES TR	46429B663	3,698	$449,679	0.06%
133	NORTHWEST BANCSHARES INC MD	NWBI	36,778	$441,336	0.06%
134	PFIZER INC	PFE	16,528	$411,547	0.06%
135	ISHARES TR	46436E205	17,244	$403,596	0.06%
136	TJX COS INC NEW	872540109	2,622	$402,740	0.06%
137	SELECT SECTOR SPDR TR	81369Y803	2,723	$392,060	0.05%
138	QUANTA SVCS INC	74762E102	926	$390,832	0.05%
139	CORNING INC	GLW	4,455	$390,067	0.05%
140	ISHARES TR	46435UAA9	15,919	$386,513	0.05%
141	MARATHON PETE CORP	MARA	2,369	$385,300	0.05%
142	INVESCO ACTVELY MNGD ETC FD	IVZ	28,749	$380,928	0.05%
143	NOVARTIS AG	NVSEF	2,751	$379,280	0.05%
144	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,242	$377,578	0.05%
145	SCHWAB STRATEGIC TR	808524680	11,885	$376,761	0.05%
146	RTX CORPORATION	RTX	2,008	$368,349	0.05%
147	HARRIS OAKMARK ETF TRUST	41456U106	12,843	$364,242	0.05%
148	MASCO CORP	MAS	5,691	$361,140	0.05%
149	PROCTER AND GAMBLE CO	742718109	2,502	$358,529	0.05%
150	HARTFORD INSURANCE GROUP INC	HIG-PG	2,599	$358,142	0.05%
151	DEERE & CO	DE	763	$355,257	0.05%
152	NETFLIX INC	NFLX	3,775	$353,944	0.05%
153	AMERICAN ELEC PWR CO INC	025537101	3,062	$353,079	0.05%
154	PARK NATL CORP	700658107	2,318	$352,753	0.05%
155	TOTALENERGIES SE	TTE	5,270	$344,763	0.05%
156	AMPLIFY ETF TR	032108664	4,244	$341,101	0.05%
157	CITIZENS & NORTHN CORP	CIA	16,897	$340,812	0.05%
158	PHILIP MORRIS INTL INC	718172109	2,124	$340,721	0.05%
159	AMGEN INC	AMGN	994	$325,420	0.05%
160	ABBOTT LABS	ABLZF	2,588	$324,305	0.05%
161	CAPITAL GROUP INTL FOCUS EQT	14019W109	10,898	$322,036	0.04%
162	VANGUARD INTL EQUITY INDEX F	922042858	5,903	$317,345	0.04%
163	ISHARES TR	46436E486	14,950	$316,193	0.04%
164	WISDOMTREE TR	WT	2,739	$314,904	0.04%
165	PEPSICO INC	PEP	2,186	$313,735	0.04%
166	WISDOMTREE TR	WT	6,662	$311,166	0.04%
167	SPDR SERIES TRUST	78464A763	2,216	$308,310	0.04%
168	ORACLE CORP	ORCL-PD	1,557	$303,491	0.04%
169	VANGUARD INDEX FDS	922908736	621	$303,173	0.04%
170	VALVOLINE INC	VVV	10,290	$299,027	0.04%
171	BONDBLOXX ETF TRUST	09789C754	5,754	$296,204	0.04%
172	J P MORGAN EXCHANGE TRADED F	46641Q837	5,750	$290,893	0.04%
173	WABTEC	929740108	1,346	$287,318	0.04%
174	HOME DEPOT INC	HD	828	$285,056	0.04%
175	FIRST TR EXCHNG TRADED FD VI	33740U885	6,416	$284,999	0.04%
176	ASML HOLDING N V	ASMLF	266	$284,601	0.04%
177	THERMO FISHER SCIENTIFIC INC	TMO	490	$283,969	0.04%
178	ISHARES TR	464288158	2,557	$272,832	0.04%
179	SCHWAB CHARLES CORP	SCHW-PJ	2,708	$270,556	0.04%
180	QUALCOMM INC	QCOM	1,565	$267,717	0.04%
181	METLIFE INC	MET-PF	3,372	$266,186	0.04%
182	ISHARES TR	46435U713	4,874	$256,460	0.04%
183	GILEAD SCIENCES INC	GILD	2,085	$255,913	0.04%
184	KRATOS DEFENSE & SEC SOLUTIO	50077B207	3,327	$252,553	0.04%
185	HONDA MOTOR LTD	HNDAF	8,530	$251,464	0.04%
186	CAPITAL GROUP CORE BALANCED	14021D107	7,095	$250,650	0.03%
187	PHILLIPS 66	PSX	1,906	$245,913	0.03%
188	UNITEDHEALTH GROUP INC	UNH	739	$243,967	0.03%
189	TARGET CORP	TGT	2,481	$242,526	0.03%
190	FS SPECIALTY LENDING FD	644323107	17,144	$242,416	0.03%
191	UNIVERSAL DISPLAY CORP	OLED	2,072	$242,013	0.03%
192	ISHARES SILVER TR	SLV	3,661	$235,842	0.03%
193	GLOBAL X FDS	37960A529	3,606	$233,612	0.03%
194	ISHARES TR	464287473	1,654	$233,352	0.03%
195	INVESCO EXCHANGE TRADED FD T	IVZ	1,217	$233,086	0.03%
196	ISHARES TR	464287119	2,217	$230,657	0.03%
197	PROSHARES TR	74348A467	2,206	$229,617	0.03%
198	US BANCORP DEL	USB-PS	4,217	$225,019	0.03%
199	TELEFONAKTIEBOLAGET LM ERICS	294821608	23,302	$224,864	0.03%
200	NEXTERA ENERGY INC	NEE-PW	2,785	$223,583	0.03%
201	ACCENTURE PLC IRELAND	ACN	824	$221,124	0.03%
202	MARRIOTT INTL INC NEW	571903202	709	$219,960	0.03%
203	NATWEST GROUP PLC	RBSPF	12,513	$218,978	0.03%
204	FIRST TR EXCHNG TRADED FD VI	33740U505	4,244	$217,220	0.03%
205	NUSCALE PWR CORP	NU	15,309	$216,929	0.03%
206	ISHARES TR	464288257	1,490	$210,820	0.03%
207	ISHARES TR	464288513	2,591	$208,912	0.03%
208	INVESCO EXCH TRADED FD TR II	IVZ	826	$208,856	0.03%
209	ISHARES TR	46436E825	9,500	$208,478	0.03%
210	ING GROEP N.V.	INGVF	7,370	$206,360	0.03%
211	SPDR GOLD TR	GLD	516	$204,496	0.03%
212	ISHARES GOLD TR	IAU	2,499	$202,844	0.03%
213	PENTAIR PLC	PNR	1,946	$202,662	0.03%
214	HOST HOTELS & RESORTS INC	HST	10,366	$183,789	0.03%
215	QUANTUMSCAPE CORP	QS	16,240	$169,221	0.02%
216	CIENA CORP	CIEN	22,000	$101,200	0.01%
217	LLOYDS BANKING GROUP PLC	LLOBF	14,731	$78,074	0.01%
218	CIA ENERGETICA DE MINAS GERA	204409601	30,176	$60,352	0.01%
219	BRANDYWINE RLTY TR	105368203	14,479	$42,279	0.01%