# EDGAR Filing Document

**Accession Number:** 0001904432
**File Stem:** 0001904432-23-000001
**Filing Date:** 2023-2
**Character Count:** 12386
**Document Hash:** 9c4c30511b3a5e61e3d9b80c00df7ffc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001904432-23-000001.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001904432-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Evergreen Wealth Solutions, LLC
- **CENTRAL INDEX KEY:** 0001904432
- **IRS NUMBER:** 833073638
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21456
- **FILM NUMBER:** 23626361

**BUSINESS ADDRESS:**
- **STREET 1:** 1000 COMMERCE PARK DRIVE, #407
- **CITY:** WILLIAMSPORT
- **STATE:** PA
- **ZIP:** 08247
- **BUSINESS PHONE:** 570-601-6960

**MAIL ADDRESS:**
- **STREET 1:** 1000 COMMERCE PARK DRIVE, #407
- **CITY:** WILLIAMSPORT
- **STATE:** PA
- **ZIP:** 08247

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Evergreen Wealth Solutions LLC<br>**Address:** 1000 COMMERCE PARK DRIVE #407<br>WILLIAMSPORT, PA 08247

**Form 13F File Number:** 028-21456

**CRD Number (if applicable):** 000299407

**SEC File Number (if applicable):** 801-114485

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JORDAN GREEN<br>**Title:** COUNSEL<br>**Phone:** 6098810101

**Signature, Place, and Date of Signing:**

JORDAN GREEN  Stone Harbor, NJ  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $75778

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 23ANDME HOLDING CO | CLASS A COM | 90138Q108 |  | 41 | 18993 | SH |  | SOLE |  | 0 | 0 | 18993 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 980 | 3674 | SH |  | SOLE |  | 0 | 0 | 3674 |
| ALLSTATE CORP | COM | 020002101 |  | 279 | 2055 | SH |  | SOLE |  | 0 | 0 | 2055 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2184 | 24750 | SH |  | SOLE |  | 0 | 0 | 24750 |
| AMAZON COM INC | COM | 023135106 |  | 1001 | 11917 | SH |  | SOLE |  | 0 | 0 | 11917 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 689 | 2213 | SH |  | SOLE |  | 0 | 0 | 2213 |
| APPLE INC | COM | 037833100 |  | 3694 | 28430 | SH |  | SOLE |  | 0 | 0 | 28430 |
| APTIV PLC | SHS | G6095L109 |  | 368 | 3951 | SH |  | SOLE |  | 0 | 0 | 3951 |
| BANK AMERICA CORP | COM | 060505104 |  | 349 | 10552 | SH |  | SOLE |  | 0 | 0 | 10552 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1786 | 5782 | SH |  | SOLE |  | 0 | 0 | 5782 |
| BIOGEN INC | COM | 09062X103 |  | 712 | 2571 | SH |  | SOLE |  | 0 | 0 | 2571 |
| CELANESE CORP DEL | COM | 150870103 |  | 273 | 2668 | SH |  | SOLE |  | 0 | 0 | 2668 |
| CF INDS HLDGS INC | COM | 125269100 |  | 235 | 2753 | SH |  | SOLE |  | 0 | 0 | 2753 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1563 | 8710 | SH |  | SOLE |  | 0 | 0 | 8710 |
| CIA ENERGETICA DE MINAS GERA | SP ADR N-V PFD | 204409601 |  | 55 | 26892 | SH |  | SOLE |  | 0 | 0 | 26892 |
| CISCO SYS INC | COM | 17275R102 |  | 1256 | 26357 | SH |  | SOLE |  | 0 | 0 | 26357 |
| CITIZENS  NORTHN CORP | COM | 172922106 |  | 269 | 11751 | SH |  | SOLE |  | 0 | 0 | 11751 |
| COMPASS DIVERSIFIED | SH BEN INT | 20451Q104 |  | 192 | 10530 | SH |  | SOLE |  | 0 | 0 | 10530 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 493 | 4174 | SH |  | SOLE |  | 0 | 0 | 4174 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 1247 | 5382 | SH |  | SOLE |  | 0 | 0 | 5382 |
| CUMMINS INC | COM | 231021106 |  | 488 | 2016 | SH |  | SOLE |  | 0 | 0 | 2016 |
| CVS HEALTH CORP | COM | 126650100 |  | 236 | 2535 | SH |  | SOLE |  | 0 | 0 | 2535 |
| DANAHER CORPORATION | COM | 235851102 |  | 577 | 2172 | SH |  | SOLE |  | 0 | 0 | 2172 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 470 | 3399 | SH |  | SOLE |  | 0 | 0 | 3399 |
| DISNEY WALT CO | COM | 254687106 |  | 986 | 11355 | SH |  | SOLE |  | 0 | 0 | 11355 |
| DTE ENERGY CO | COM | 233331107 |  | 1407 | 11970 | SH |  | SOLE |  | 0 | 0 | 11970 |
| ECOLAB INC | COM | 278865100 |  | 496 | 3407 | SH |  | SOLE |  | 0 | 0 | 3407 |
| EQT CORP | COM | 26884L109 |  | 428 | 12661 | SH |  | SOLE |  | 0 | 0 | 12661 |
| ERICSSON | ADR B SEK 10 | 294821608 |  | 66 | 11336 | SH |  | SOLE |  | 0 | 0 | 11336 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 800 | 8469 | SH |  | SOLE |  | 0 | 0 | 8469 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 |  | 227 | 7312 | SH |  | SOLE |  | 0 | 0 | 7312 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 322 | 6421 | SH |  | SOLE |  | 0 | 0 | 6421 |
| FISERV INC | COM | 337738108 |  | 458 | 4528 | SH |  | SOLE |  | 0 | 0 | 4528 |
| FORD MTR CO DEL | COM | 345370860 |  | 518 | 44509 | SH |  | SOLE |  | 0 | 0 | 44509 |
| GENERAC HLDGS INC | COM | 368736104 |  | 344 | 3413 | SH |  | SOLE |  | 0 | 0 | 3413 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 3875 | 50895 | SH |  | SOLE |  | 0 | 0 | 50895 |
| HOST HOTELS  RESORTS INC | COM | 44107P104 |  | 218 | 13582 | SH |  | SOLE |  | 0 | 0 | 13582 |
| HP INC | COM | 40434L105 |  | 232 | 8650 | SH |  | SOLE |  | 0 | 0 | 8650 |
| INTEL CORP | COM | 458140100 |  | 946 | 35798 | SH |  | SOLE |  | 0 | 0 | 35798 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 592 | 4200 | SH |  | SOLE |  | 0 | 0 | 4200 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 266 | 3135 | SH |  | SOLE |  | 0 | 0 | 3135 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1576 | 16245 | SH |  | SOLE |  | 0 | 0 | 16245 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 492 | 7488 | SH |  | SOLE |  | 0 | 0 | 7488 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 406 | 3850 | SH |  | SOLE |  | 0 | 0 | 3850 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1061 | 10057 | SH |  | SOLE |  | 0 | 0 | 10057 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 5138 | 45085 | SH |  | SOLE |  | 0 | 0 | 45085 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 1307 | 54985 | SH |  | SOLE |  | 0 | 0 | 54985 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 298 | 4540 | SH |  | SOLE |  | 0 | 0 | 4540 |
| ISHARES TR | MSCI GBL SUS DEV | 46435G532 |  | 508 | 6433 | SH |  | SOLE |  | 0 | 0 | 6433 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 453 | 9690 | SH |  | SOLE |  | 0 | 0 | 9690 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 1015 | 20076 | SH |  | SOLE |  | 0 | 0 | 20076 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 1513 | 30182 | SH |  | SOLE |  | 0 | 0 | 30182 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1235 | 6992 | SH |  | SOLE |  | 0 | 0 | 6992 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1638 | 12213 | SH |  | SOLE |  | 0 | 0 | 12213 |
| KEYCORP | COM | 493267108 |  | 535 | 30689 | SH |  | SOLE |  | 0 | 0 | 30689 |
| KLA CORP | COM NEW | 482480100 |  | 644 | 1708 | SH |  | SOLE |  | 0 | 0 | 1708 |
| LKQ CORP | COM | 501889208 |  | 243 | 4550 | SH |  | SOLE |  | 0 | 0 | 4550 |
| LOWES COS INC | COM | 548661107 |  | 1462 | 7338 | SH |  | SOLE |  | 0 | 0 | 7338 |
| MASCO CORP | COM | 574599106 |  | 507 | 10857 | SH |  | SOLE |  | 0 | 0 | 10857 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1766 | 5078 | SH |  | SOLE |  | 0 | 0 | 5078 |
| MCKESSON CORP | COM | 58155Q103 |  | 723 | 1927 | SH |  | SOLE |  | 0 | 0 | 1927 |
| MERCK  CO INC | COM | 58933Y105 |  | 658 | 5933 | SH |  | SOLE |  | 0 | 0 | 5933 |
| META PLATFORMS INC | CL A | 30303M102 |  | 373 | 3096 | SH |  | SOLE |  | 0 | 0 | 3096 |
| METLIFE INC | COM | 59156R108 |  | 379 | 5230 | SH |  | SOLE |  | 0 | 0 | 5230 |
| MICROSOFT CORP | COM | 594918104 |  | 2540 | 10590 | SH |  | SOLE |  | 0 | 0 | 10590 |
| NETFLIX INC | COM | 64110L106 |  | 771 | 2615 | SH |  | SOLE |  | 0 | 0 | 2615 |
| NOKIA CORP | SPONSORED ADR | 654902204 |  | 60 | 12933 | SH |  | SOLE |  | 0 | 0 | 12933 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 210 | 1551 | SH |  | SOLE |  | 0 | 0 | 1551 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 690 | 4722 | SH |  | SOLE |  | 0 | 0 | 4722 |
| PENNS WOODS BANCORP INC | COM | 708430103 |  | 406 | 15242 | SH |  | SOLE |  | 0 | 0 | 15242 |
| PFIZER INC | COM | 717081103 |  | 1417 | 27663 | SH |  | SOLE |  | 0 | 0 | 27663 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 1116 | 11222 | SH |  | SOLE |  | 0 | 0 | 11222 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 471 | 7679 | SH |  | SOLE |  | 0 | 0 | 7679 |
| QUANTA SVCS INC | COM | 74762E102 |  | 386 | 2708 | SH |  | SOLE |  | 0 | 0 | 2708 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 463 | 642 | SH |  | SOLE |  | 0 | 0 | 642 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 1518 | 3513 | SH |  | SOLE |  | 0 | 0 | 3513 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 498 | 14804 | SH |  | SOLE |  | 0 | 0 | 14804 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 235 | 1878 | SH |  | SOLE |  | 0 | 0 | 1878 |
| STANLEY BLACK  DECKER INC | COM | 854502101 |  | 722 | 9613 | SH |  | SOLE |  | 0 | 0 | 9613 |
| STRYKER CORPORATION | COM | 863667101 |  | 634 | 2592 | SH |  | SOLE |  | 0 | 0 | 2592 |
| TARGET CORP | COM | 87612E106 |  | 987 | 6623 | SH |  | SOLE |  | 0 | 0 | 6623 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1565 | 2842 | SH |  | SOLE |  | 0 | 0 | 2842 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 328 | 1751 | SH |  | SOLE |  | 0 | 0 | 1751 |
| TYSON FOODS INC | CL A | 902494103 |  | 207 | 3330 | SH |  | SOLE |  | 0 | 0 | 3330 |
| UNION PAC CORP | COM | 907818108 |  | 428 | 2068 | SH |  | SOLE |  | 0 | 0 | 2068 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1165 | 2198 | SH |  | SOLE |  | 0 | 0 | 2198 |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 |  | 218 | 2020 | SH |  | SOLE |  | 0 | 0 | 2020 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 263 | 2071 | SH |  | SOLE |  | 0 | 0 | 2071 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1411 | 35800 | SH |  | SOLE |  | 0 | 0 | 35800 |
| VISA INC | COM CL A | 92826C839 |  | 293 | 1408 | SH |  | SOLE |  | 0 | 0 | 1408 |
| WABTEC | COM | 929740108 |  | 247 | 2479 | SH |  | SOLE |  | 0 | 0 | 2479 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 262 | 7009 | SH |  | SOLE |  | 0 | 0 | 7009 |
| WALMART INC | COM | 931142103 |  | 508 | 3586 | SH |  | SOLE |  | 0 | 0 | 3586 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 211 | 895 | SH |  | SOLE |  | 0 | 0 | 895 |

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