Evergreen Wealth Solutions, LLC
RIA/Wealth
Evergreen Wealth Solutions, LLC is a RIA/Wealth based in Raleigh, NC led by Andrew C Harris, reporting $460.9M in AUM as of Q3 2025 with 61% ETF concentration, 56% concentrated in top 10 holdings, and 27% allocation to GSLC.
Managing PartnerAndrew C Harris
- Portfolio Value
- $177.4M
- Positions
- 130
- Top Holding
- GSLC at 27.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Evergreen Wealth Solutions, LLC's portfolio (55.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $48.5M | 27.34% | -$572.7K Sold | — 372.2K shares | |
ETF ETF | $12.8M | 7.22% | +$70.4K Bought | — 222.6K shares | |
Semiconductors Technology | $9.3M | 5.24% | +$117.0K Bought | 0.00% 49.8K shares | |
ETF ETF | $6.0M | 3.36% | +$75.5K Bought | — 277.0K shares | |
Consumer Electronics Technology | $4.8M | 2.70% | -$1.3M Sold | 0.00% 18.8K shares | |
ETF ETF | $3.7M | 2.07% | -$430.4K Sold | — 71.8K shares | |
ETF ETF | $3.6M | 2.04% | -$556.6K Sold | — 71.1K shares | |
Software - Infrastructure Technology | $3.6M | 2.02% | +$45.1K Bought | 0.00% 6.9K shares | |
Communication Equipment Technology | $3.5M | 1.99% | — | 0.02% 24.2K shares | |
ETF ETF | $2.8M | 1.57% | +$221.5K Bought | — 4.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Evergreen Wealth Solutions, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-60.84% | |
-42.08% |
Analytics
Portfolio insights and performance metrics for Evergreen Wealth Solutions, LLC
GthenA