Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Growth ETFETF | ETF | $110M | 3.7% |
| Vanguard Value ETFETF | ETF | $82M | 2.8% |
| Vanguard FTSE Developed Markets ETFETF | ETF | $72M | 2.4% |
| Praxis Impact Large Cap Growth ETFETF | ETF | $58.9M | 2.0% |
| Apple Inc.Stock | Stock | $55.5M | 1.9% |
| Praxis Impact Large Cap Value ETFETF | ETF | $50.2M | 1.7% |
| iShares Gold Trust ETFETF | ETF | $49.5M | 1.7% |
| Nvidia CorporationStock | Stock | $48.5M | 1.6% |
| Applied Matls Inc.Stock | Stock | $37.5M | 1.3% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $37.1M | 1.2% |
| State Street SPDR Bloomberg 1-3 Month T-bill ETFETF | ETF | $35.1M | 1.2% |
| Tesla Inc.Stock | Stock | $34.2M | 1.2% |
| Vanguard Total Stock Market ETFETF | ETF | $33.6M | 1.1% |
| Amazon Com Inc.Stock | Stock | $33.5M | 1.1% |
| Broadcom Inc.Stock | Stock | $32.9M | 1.1% |
| Pacer US Cash Cows 100 ETFETF | ETF | $31.7M | 1.1% |
| Vanguard S&P 500 ETFETF | ETF | $31.4M | 1.1% |
| Apollo Global Mgmt Inc.Stock | Stock | $30.1M | 1.0% |
| Microsoft Corp.Stock | Stock | $30M | 1.0% |
| Vanguard Dividend Appreciation ETFETF | ETF | $29.3M | 1.0% |
| Vanguard Short-term Bond ETFETF | ETF | $28.8M | 1.0% |
| ASML Hldg NV N Y Registry ShsADR | ADR | $28.1M | 0.9% |
| Dimensional U.S. Core Equity 2 ETFETF | ETF | $25.7M | 0.9% |
| Vanguard FTSE Emerging Markets ETFETF | ETF | $24.8M | 0.8% |
| Fidelity Wise Origin Bitcoin FundETF | ETF | $23.4M | 0.8% |
| Capital Group Core Equity ETFETF | ETF | $23.2M | 0.8% |
| State Street SPDR S&P 500 ETFETF | ETF | $22.7M | 0.8% |
| iShares Core S&P 500 ETFETF | ETF | $21.2M | 0.7% |
| Capital Group Core Plus Income ETFETF | ETF | $21.2M | 0.7% |
| Capital Group International Focus Equity ETFETF | ETF | $21.2M | 0.7% |
| iShares Core Dividend Growth ETFETF | ETF | $20.9M | 0.7% |
| Avantis International Equity ETFETF | ETF | $20.6M | 0.7% |
| Invesco S&P 500 Revenue ETFETF | ETF | $20M | 0.7% |
| Vanguard Total International Bond ETFETF | ETF | $19.9M | 0.7% |
| Invesco Qqq Trust Series IETF | ETF | $19.8M | 0.7% |
| EA Bridgeway Omni Small-cap Value ETFETF | ETF | $19.7M | 0.7% |
| Applied Finance Valuation Large Cap ETFETF | ETF | $19.7M | 0.7% |
| Dimensional International Core Equity 2 ETFETF | ETF | $19.6M | 0.7% |
| Alphabet Inc. Cap Stk CL CStock | Stock | $18.1M | 0.6% |
| Capital Group Growth ETFETF | ETF | $18M | 0.6% |
| Vanguard Small-cap ETFETF | ETF | $17.7M | 0.6% |
| Dell Technologies Inc. CL CStock | Stock | $16.7M | 0.6% |
| iShares MSCI Eafe ETFETF | ETF | $16.1M | 0.5% |
| Smi 3fourteen Real Asset Allocation ETFETF | ETF | $15.9M | 0.5% |
| Palantir Technologies Inc. CL AStock | Stock | $14.9M | 0.5% |
| Pimco Multisector Bond Active Exchange-traded FundETF | ETF | $14.8M | 0.5% |
| Vanguard 0-3 Month Treasury Bill ETFETF | ETF | $14.7M | 0.5% |
| Vanguard Intermediate-term Treasury ETFETF | ETF | $14.6M | 0.5% |
| Progressive Corp.Stock | Stock | $14.4M | 0.5% |
| Crh PLC OrdStock | Stock | $14.3M | 0.5% |
Vanguard Growth ETFETF$110M
- Class
- ETF
- Share
- 3.7%
Vanguard Value ETFETF$82M
- Class
- ETF
- Share
- 2.8%
Vanguard FTSE Developed Markets ETFETF$72M
- Class
- ETF
- Share
- 2.4%
Praxis Impact Large Cap Growth ETFETF$58.9M
- Class
- ETF
- Share
- 2.0%
Apple Inc.Stock$55.5M
- Class
- Stock
- Share
- 1.9%
Praxis Impact Large Cap Value ETFETF$50.2M
- Class
- ETF
- Share
- 1.7%
iShares Gold Trust ETFETF$49.5M
- Class
- ETF
- Share
- 1.7%
Nvidia CorporationStock$48.5M
- Class
- Stock
- Share
- 1.6%
Applied Matls Inc.Stock$37.5M
- Class
- Stock
- Share
- 1.3%
Alphabet Inc. Cap Stk CL AStock$37.1M
- Class
- Stock
- Share
- 1.2%
State Street SPDR Bloomberg 1-3 Month T-bill ETFETF$35.1M
- Class
- ETF
- Share
- 1.2%
Tesla Inc.Stock$34.2M
- Class
- Stock
- Share
- 1.2%
Vanguard Total Stock Market ETFETF$33.6M
- Class
- ETF
- Share
- 1.1%
Amazon Com Inc.Stock$33.5M
- Class
- Stock
- Share
- 1.1%
Broadcom Inc.Stock$32.9M
- Class
- Stock
- Share
- 1.1%
Pacer US Cash Cows 100 ETFETF$31.7M
- Class
- ETF
- Share
- 1.1%
Vanguard S&P 500 ETFETF$31.4M
- Class
- ETF
- Share
- 1.1%
Apollo Global Mgmt Inc.Stock$30.1M
- Class
- Stock
- Share
- 1.0%
Microsoft Corp.Stock$30M
- Class
- Stock
- Share
- 1.0%
Vanguard Dividend Appreciation ETFETF$29.3M
- Class
- ETF
- Share
- 1.0%
Vanguard Short-term Bond ETFETF$28.8M
- Class
- ETF
- Share
- 1.0%
ASML Hldg NV N Y Registry ShsADR$28.1M
- Class
- ADR
- Share
- 0.9%
Dimensional U.S. Core Equity 2 ETFETF$25.7M
- Class
- ETF
- Share
- 0.9%
Vanguard FTSE Emerging Markets ETFETF$24.8M
- Class
- ETF
- Share
- 0.8%
Fidelity Wise Origin Bitcoin FundETF$23.4M
- Class
- ETF
- Share
- 0.8%
Capital Group Core Equity ETFETF$23.2M
- Class
- ETF
- Share
- 0.8%
State Street SPDR S&P 500 ETFETF$22.7M
- Class
- ETF
- Share
- 0.8%
iShares Core S&P 500 ETFETF$21.2M
- Class
- ETF
- Share
- 0.7%
Capital Group Core Plus Income ETFETF$21.2M
- Class
- ETF
- Share
- 0.7%
Capital Group International Focus Equity ETFETF$21.2M
- Class
- ETF
- Share
- 0.7%
iShares Core Dividend Growth ETFETF$20.9M
- Class
- ETF
- Share
- 0.7%
Avantis International Equity ETFETF$20.6M
- Class
- ETF
- Share
- 0.7%
Invesco S&P 500 Revenue ETFETF$20M
- Class
- ETF
- Share
- 0.7%
Vanguard Total International Bond ETFETF$19.9M
- Class
- ETF
- Share
- 0.7%
Invesco Qqq Trust Series IETF$19.8M
- Class
- ETF
- Share
- 0.7%
EA Bridgeway Omni Small-cap Value ETFETF$19.7M
- Class
- ETF
- Share
- 0.7%
Applied Finance Valuation Large Cap ETFETF$19.7M
- Class
- ETF
- Share
- 0.7%
Dimensional International Core Equity 2 ETFETF$19.6M
- Class
- ETF
- Share
- 0.7%
Alphabet Inc. Cap Stk CL CStock$18.1M
- Class
- Stock
- Share
- 0.6%
Capital Group Growth ETFETF$18M
- Class
- ETF
- Share
- 0.6%
Vanguard Small-cap ETFETF$17.7M
- Class
- ETF
- Share
- 0.6%
Dell Technologies Inc. CL CStock$16.7M
- Class
- Stock
- Share
- 0.6%
iShares MSCI Eafe ETFETF$16.1M
- Class
- ETF
- Share
- 0.5%
Smi 3fourteen Real Asset Allocation ETFETF$15.9M
- Class
- ETF
- Share
- 0.5%
Palantir Technologies Inc. CL AStock$14.9M
- Class
- Stock
- Share
- 0.5%
Pimco Multisector Bond Active Exchange-traded FundETF$14.8M
- Class
- ETF
- Share
- 0.5%
Vanguard 0-3 Month Treasury Bill ETFETF$14.7M
- Class
- ETF
- Share
- 0.5%
Vanguard Intermediate-term Treasury ETFETF$14.6M
- Class
- ETF
- Share
- 0.5%
Progressive Corp.Stock$14.4M
- Class
- Stock
- Share
- 0.5%
Crh PLC OrdStock$14.3M
- Class
- Stock
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 4,392 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1710537
- File number
- 028-21626
- Options
- 4 call, 3 put
- In the 25 largest
- 35.5%
- Prior quarter
- $3.28B at 31 March 2026
- Positions opened
- 224
- Positions closed
- 218
Common questions
What are EverSource Wealth Advisors’ 13F holdings worth?
$2.97 billion across 4,392 positions for the quarter ended 30 June 2026.
What is EverSource Wealth Advisors’ largest 13F holding?
VANGUARD GROWTH ETF (ETF) was the largest position at $110 million, or 3.7% of reported 13F value, as of 30 June 2026.
How concentrated is EverSource Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 20.3% of reported value and the twenty-five largest for 35.5%, across 4,392 positions as of 30 June 2026.
Does Form 13F show everything EverSource Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does EverSource Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.