Latest Evergreen Wealth Solutions, LLC Stock Portfolio
$1.91Billion | No. of Holdings #511
Evergreen Wealth Solutions, LLC Performance
2026 Q2+6.98%
YTD+5.88%
2025+10.80%
About Evergreen Wealth Solutions, LLC and 13F Hedge Fund Stock Holdings
On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, KINTRA WEALTH, LLC reported an equity portfolio of $1.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of KINTRA WEALTH, LLC are , IJR, IJR. The fund has invested 6.4% of it's portfolio in EA SERIES TRUST and 3.7% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (IIGD), SPDR SERIES TRUST (BIL) and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), SSGA ACTIVE TR (EMTL) and ISHARES TR (DMXF). KINTRA WEALTH, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), AMERICAN CENTY ETF TR (AEMB) and FIRST TR EXCHANGE-TRADED FD (ECLN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), J P MORGAN EXCHANGE TRADED F and FIDELITY MERRIMACK STR TR (FBND).
Evergreen Wealth Solutions, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$1.91Billion
as of Aug 14, 2026Evergreen Wealth Solutions, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that KINTRA WEALTH, LLC made a return of 6.98% in the last quarter. In trailing 12 months, it's portfolio return was 13.13%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 10,015,700 |
| american centy etf tr | 6,841,770 |
| first tr exchange-traded fd | 6,492,950 |
| first tr exchng traded fd vi | 6,342,620 |
| pimco etf tr | 6,117,030 |
| j p morgan exchange traded f | 5,138,940 |
| invesco exch trd slf idx fd | 4,499,640 |
| j p morgan exchange traded f | 3,975,980 |
New stocks bought by Evergreen Wealth Solutions, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 2,015 |
| j p morgan exchange traded f | 1,059 |
| fidelity merrimack str tr | 1,016 |
| vanguard world fd | 741 |
| vanguard index fds | 674 |
| vanguard admiral fds inc | 501 |
| vanguard world fd | 425 |
| ishares tr | 415 |
Additions to existing portfolio by Evergreen Wealth Solutions, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -94.92 |
| ssga active tr | -94.01 |
| ishares tr | -92.49 |
| j p morgan exchange traded f | -86.48 |
| vanguard scottsdale fds | -81.65 |
| fidelity merrimack str tr | -81.29 |
| invesco exchange traded fd t | -77.21 |
| ishares tr | -74.87 |
Evergreen Wealth Solutions, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Evergreen Wealth Solutions, LLC
Sector Distribution
KINTRA WEALTH, LLC has about 79.2% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Consumer Cyclical
- Healthcare
- Communication Services
- Industrials
| Sector | % |
|---|---|
| Others | 79.2 |
| Technology | 8.4 |
| Financial Services | 2.6 |
| Consumer Cyclical | 2.1 |
| Healthcare | 1.9 |
| Communication Services | 1.8 |
| Industrials | 1.2 |
Market Cap. Distribution
KINTRA WEALTH, LLC has about 20.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 79.2 |
| MEGA-CAP | 14.9 |
| LARGE-CAP | 5.6 |
Stocks belong to which Index?
About 19.4% of the stocks held by KINTRA WEALTH, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 80.3 |
| S&P 500 | 19.4 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 12.9 M |
ea series trust | 10.7 M | |
| NVDA | nvidia corporation | 8.9 M |
| IJR | ishares tr | 8.1 M |
| TAGG | t rowe price exchange-traded | 7.9 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VAW | vanguard world fd | -72.3 % |
| VB | vanguard index fds | -69.8 % |
| IVOG | vanguard admiral fds inc | -68.7 % |
| AMPS | ishares tr | -68.5 % |
| EDV | vanguard world fd | -64.3 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -22.2 M |
| EDV | vanguard world fd | -11.9 M |
| IVOG | vanguard admiral fds inc | -9.5 M |
| IJR | ishares tr | -6.4 M |
| VB | vanguard index fds | -5.2 M |
Evergreen Wealth Solutions, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Evergreen Wealth Solutions, LLC
KINTRA WEALTH, LLC has 511 stocks in it's portfolio. About 32.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for KINTRA WEALTH, LLC last quarter.
$1.91BTotal Value
499Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.13% | 133,385 | $40.72M 2.13% | 30.38%increased 30.38 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.72% | 176,942 | $13.79M 0.72% | 2015.77%increased 2015.77 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.07% | 5,514 | $1.38M 0.07% | 0.99%decreased 0.99 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 10,678 | $1.13M 0.06% | 149.66%increased 149.66 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 10,507 | $1.12M 0.06% | 201.15%increased 201.15 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 13,631 | $1.12M 0.06% | 54.83%increased 54.83 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 6,757 | $859.1K 0.04% | 17.7%increased 17.7 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 5,400 | $430.9K 0.02% | 0.06%increased 0.06 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 7,120 | $316.1K 0.02% | 74.87%decreased 74.87 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 4,945 | $259.1K 0.01% | 94.92%decreased 94.92 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 1,490 | $242.1K 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 2,138 | $210.0K 0.01% | Newnew position | |
 Abbvie Inc Abbvie IncABBV Evergreen Wealth Solutions, LLC's holding in Abbvie Inc over time | 0.27% | 20,908 | $5.24M 0.27% | 3.13%increased 3.13 percentadded | |
 Abbott Laboratories Evergreen Wealth Solutions, LLC's holding in Abbott Laboratories over time | 0.03% | 5,342 | $594.4K 0.03% | 37.34%decreased 37.34 percentreduced | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0.03% | 7,161 | $628.5K 0.03% | 0.13%increased 0.13 percentadded | |
ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0.02% | 2,404 | $380.4K 0.02% | Newnew position | |
 Accenture Plc Ireland Evergreen Wealth Solutions, LLC's holding in Accenture Plc Ireland over time | 0.01% | 1,375 | $245.4K 0.01% | Newnew position | |
 ACWF Ishares TrIshares TrACWF | 0.05% | 24,468 | $1.03M 0.05% | 1.83%decreased 1.83 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.01% | 5,445 | $295.4K 0.01% | Newnew position | |
 Analog Devices Inc Evergreen Wealth Solutions, LLC's holding in Analog Devices Inc over time | 0.03% | 1,440 | $549.1K 0.03% | 46.64%increased 46.64 percentadded | |
