Top Institutional Investors

EverSource Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1710537 · latest 13F-HR filed 2026-07-24

Backtest portfolio

EverSource Wealth Advisors, LLC manages $2.97B in 13F-reported U.S. long-equity assets across 21,449 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IAU (1.65%), VUG (1.52%), VEA (1.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 221 new positions, exited 216, added to 1,787, and trimmed 1,957.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3500 COLONNADE PKWY
SUITE 150
BIRMINGHAM, AL 35243
Phone
(205) 982-5515
Filing Manager
EverSource Wealth Advisors, LLC
BIRMINGHAM, AL
Signatory
Glenn G. Waddell
Chief Compliance Officer
Loading holdings…
AUM

$2.97B

Long-equity book

Holdings

21,449

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+221 / −216 / ↑1787 / ↓1957

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLIED MATLS INC COM$18.3M +95.6%
  • ISHARES RUSSELL 2000 GROWTH ETF$11.6M +16199.3%
  • DELL TECHNOLOGIES INC CL C$10.1M +154.8%
  • ASML HLDG NV N Y REGISTRY SHS$8.2M +41.4%
  • POOL CORP COM$7.8M +4184.5%
Show all 1787 →

Top Trims

  • VANGUARD FTSE DEVELOPED MARKETS ETF-$53.7M -42.7%
  • VANGUARD GROWTH ETF-$49.3M -30.8%
  • VANGUARD VALUE ETF-$43.2M -34.5%
  • PRAXIS IMPACT LARGE CAP VALUE ETF-$23.3M -31.7%
  • PRAXIS IMPACT LARGE CAP GROWTH ETF-$19.9M -25.3%
Show all 1957 →

New Positions

  • EXXONMOBIL HOLDINGS CORP COM SHS$5.5M
  • SPACE EXPLORATION TECHN CORP CLASS A COM STK$1.3M
  • BANK MONTREAL MEDIUM MICROSECTORS FA$743.1K
  • PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL$588.4K
  • PROSHARES ULTRAPRO SHORT S&P500$556.0K
Show all 221 →

Exited Positions

  • EXXON MOBIL CORP COM$10.3M
  • HONEYWELL INTL INC COM$1.1M
  • PROSHARES ULTRA BLOOMBERG NATURAL GAS$540.6K
  • BRAZIL POTASH CORP COMMON SHARES$449.8K
  • DIMENSIONAL NATIONAL MUNICIPAL BOND ETF$441.7K
Show all 216 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 iShares Gold Trust ETF IAU 464285204 $49.1M 1.65% 650,296 SH
2 VANGUARD GROWTH ETF VUG 922908736 $45.2M 1.52% 524,669 SH
3 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $35.3M 1.19% 495,411 SH
4 APPLIED MATLS INC COM AMAT 038222105 $35.3M 1.19% 48,782 SH
5 STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF BIL 78468R663 $35.0M 1.18% 381,792 SH
6 VANGUARD VALUE ETF VTV 922908744 $34.3M 1.16% 157,496 SH
7 VANGUARD GROWTH ETF VUG 922908736 $33.6M 1.13% 389,774 SH
8 PRAXIS IMPACT LARGE CAP GROWTH ETF PRXG 74006E736 $32.5M 1.10% 833,674 SH
9 PACER US CASH COWS 100 ETF COWZ 69374H881 $31.7M 1.07% 509,340 SH
10 VANGUARD GROWTH ETF VUG 922908736 $31.6M 1.06% 366,319 SH
11 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $30.1M 1.01% 422,453 SH
12 APOLLO GLOBAL MGMT INC COM APO 03769M106 $30.0M 1.01% 253,384 SH
13 VANGUARD S&P 500 ETF VOO 922908363 $29.8M 1.00% 43,432 SH
14 TESLA INC COM TSLA 88160R101 $29.3M 0.99% 69,770 SH
15 NVIDIA CORPORATION COM NVDA 67066G104 $28.5M 0.96% 142,564 SH
16 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $28.2M 0.95% 119,076 SH
17 PRAXIS IMPACT LARGE CAP VALUE ETF PRXV 74006E744 $27.2M 0.92% 781,639 SH
18 ASML HLDG NV N Y REGISTRY SHS ASML N07059210 $26.2M 0.88% 13,194 SH
19 VANGUARD VALUE ETF VTV 922908744 $24.9M 0.84% 114,040 SH
20 APPLE INC COM AAPL 037833100 $24.5M 0.83% 84,650 SH
21 ALPHABET INC CAP STK CL A GOOGL 02079K305 $23.7M 0.80% 66,397 SH
22 FIDELITY WISE ORIGIN BITCOIN FUND FBTC 315948109 $23.4M 0.79% 458,888 SH
23 CAPITAL GROUP CORE EQUITY ETF CGUS 14020V108 $23.1M 0.78% 518,473 SH
24 VANGUARD VALUE ETF VTV 922908744 $22.4M 0.76% 102,920 SH
25 DIMENSIONAL U.S. CORE EQUITY 2 ETF DFAC 25434V708 $22.4M 0.75% 504,080 SH
26 BROADCOM INC COM AVGO 11135F101 $21.8M 0.74% 57,804 SH
27 CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF CGXU 14019W109 $21.2M 0.71% 611,144 SH
28 CAPITAL GROUP CORE PLUS INCOME ETF CGCP 14020Y102 $21.1M 0.71% 948,299 SH
29 ISHARES CORE DIVIDEND GROWTH ETF DGRO 46434V621 $20.8M 0.70% 274,156 SH
30 PRAXIS IMPACT LARGE CAP GROWTH ETF PRXG 74006E736 $20.7M 0.70% 531,067 SH
31 AMAZON COM INC COM AMZN 023135106 $20.3M 0.68% 85,077 SH
32 INVESCO S&P 500 REVENUE ETF RWL 46138G698 $20.0M 0.67% 156,391 SH
33 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $19.7M 0.66% 53,124 SH
34 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $19.4M 0.65% 26,293 SH
35 DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF DFIC 25434V799 $18.9M 0.64% 508,531 SH
36 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $18.6M 0.63% 24,944 SH
37 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $17.9M 0.60% 379,966 SH
38 ISHARES CORE S&P 500 ETF IVV 464287200 $17.7M 0.60% 23,605 SH
39 PRAXIS IMPACT LARGE CAP VALUE ETF PRXV 74006E744 $16.2M 0.54% 463,769 SH
40 ISHARES MSCI EAFE ETF EFA 464287465 $16.1M 0.54% 154,929 SH
41 SMI 3FOURTEEN REAL ASSET ALLOCATION ETF RAA 26923N397 $15.9M 0.54% 540,869 SH
42 EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF BSVO 02072L532 $15.7M 0.53% 539,296 SH
43 DELL TECHNOLOGIES INC CL C DELL 24703L202 $15.4M 0.52% 35,750 SH
44 AVANTIS INTERNATIONAL EQUITY ETF AVDE 025072703 $14.4M 0.48% 161,291 SH
45 VANGUARD TOTAL INTERNATIONAL BOND ETF BNDX 92203J407 $14.2M 0.48% 293,774 SH
46 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $14.0M 0.47% 120,388 SH
47 CRH PLC ORD CRH G25508105 $13.9M 0.47% 129,870 SH
48 PGIM AAA CLO ETF PAAA 69344A834 $13.9M 0.47% 271,017 SH
49 PROGRESSIVE CORP COM PGR 743315103 $13.8M 0.46% 63,016 SH
50 VANGUARD SHORT-TERM BOND ETF BSV 921937827 $13.5M 0.45% 173,347 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $2.97B 21,449 0001710537-26-000007
2026-03-31 2026-05-14 $3.27B 27,822 0001710537-26-000005
2026-03-31 2026-05-18 $3.28B 27,822 0001710537-26-000006
2025-12-31 2026-02-06 $2.72B 19,481 0001710537-26-000001
2025-09-30 2025-11-10 $2.53B 11,995 0001710537-25-000009