Top Institutional Investors

EverSource Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1710537 · latest 13F-HR filed 2026-05-18

Backtest portfolio

EverSource Wealth Advisors, LLC manages $3.28B in 13F-reported U.S. long-equity assets across 27,822 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IAU (1.77%), BIL (1.34%), VUG (1.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 1,474, and trimmed 2,822.

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.

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AUM

$3.28B

Long-equity book

Holdings

27,822

Distinct positions

Period

2026-03-31

Filed 2026-05-18

Q/Q Activity

+0 / −0 / ↑1474 / ↓2822

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD GROWTH ETF$119.3M +295.1%
  • VANGUARD VALUE ETF$93.3M +292.3%
  • VANGUARD FTSE DEVELOPED MARKETS ETF$86.8M +223.5%
  • APPLE INC COM$63.9M +8966.9%
  • PRAXIS IMPACT LARGE CAP VALUE ETF$49.6M +208.0%
Show all 1474 →

Top Trims

  • ELEVANCE HEALTH INC FORMERLY A COM-$57.8M -99.0%
  • BOOKING HOLDINGS INC COM-$43.6M -97.1%
  • ORGANON & CO COMMON STOCK-$41.7M -99.9%
  • SALESFORCE INC COM-$34.1M -94.2%
  • NORWOOD FINANCIAL CORP COM-$32.4M -100.0%
Show all 2822 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 $58.2M 1.77% 660,134 SH
2 STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF BIL 78468R663 $43.8M 1.34% 478,141 SH
3 VANGUARD GROWTH ETF VUG 922908736 $39.8M 1.21% 91,198 SH
4 VANGUARD GROWTH ETF VUG 922908736 $39.8M 1.21% 91,198 SH
5 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $32.9M 1.00% 513,477 SH
6 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $32.9M 1.00% 513,477 SH
7 PACER US CASH COWS 100 ETF COWZ 69374H881 $32.3M 0.99% 517,076 SH
8 VANGUARD VALUE ETF VTV 922908744 $31.2M 0.95% 159,137 SH
9 VANGUARD VALUE ETF VTV 922908744 $31.2M 0.95% 159,137 SH
10 APOLLO GLOBAL MGMT INC COM APO 03769M106 $28.9M 0.88% 259,374 SH
11 VANGUARD GROWTH ETF VUG 922908736 $27.1M 0.83% 62,104 SH
12 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $26.7M 0.81% 417,116 SH
13 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $26.7M 0.81% 417,116 SH
14 FIDELITY WISE ORIGIN BITCOIN FUND FBTC 315948109 $26.7M 0.81% 452,375 SH
15 VANGUARD GROWTH ETF VUG 922908736 $26.1M 0.79% 59,662 SH
16 VANGUARD GROWTH ETF VUG 922908736 $26.1M 0.79% 59,662 SH
17 PRAXIS IMPACT LARGE CAP GROWTH ETF PRXG 74006E736 $26.1M 0.79% 792,950 SH
18 PRAXIS IMPACT LARGE CAP GROWTH ETF PRXG 74006E736 $26.1M 0.79% 792,950 SH
19 VANGUARD S&P 500 ETF VOO 922908363 $26.0M 0.79% 43,481 SH
20 TESLA INC COM TSLA 88160R101 $25.9M 0.79% 69,759 SH
21 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $25.4M 0.77% 118,101 SH
22 PRAXIS IMPACT LARGE CAP VALUE ETF PRXV 74006E744 $23.4M 0.71% 752,592 SH
23 PRAXIS IMPACT LARGE CAP VALUE ETF PRXV 74006E744 $23.4M 0.71% 752,592 SH
24 NVIDIA CORPORATION COM NVDA 67066G104 $23.2M 0.71% 132,771 SH
25 DIMENSIONAL U.S. CORE EQUITY 2 ETF DFAC 25434V708 $22.6M 0.69% 580,790 SH
26 VANGUARD VALUE ETF VTV 922908744 $21.3M 0.65% 108,525 SH
27 VANGUARD VALUE ETF VTV 922908744 $21.3M 0.65% 108,525 SH
28 APPLE INC COM AAPL 037833100 $20.2M 0.62% 79,569 SH
29 ISHARES CORE DIVIDEND GROWTH ETF DGRO 46434V621 $19.9M 0.60% 282,858 SH
30 VANGUARD VALUE ETF VTV 922908744 $19.7M 0.60% 100,634 SH
31 ALPHABET INC CAP STK CL A GOOGL 02079K305 $19.2M 0.58% 66,717 SH
32 CAPITAL GROUP CORE EQUITY ETF CGUS 14020V108 $19.0M 0.58% 493,450 SH
33 BROADCOM INC COM AVGO 11135F101 $18.8M 0.57% 60,896 SH
34 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $18.2M 0.55% 124,439 SH
35 INVESCO S&P 500 REVENUE ETF RWL 46138G698 $18.2M 0.55% 158,033 SH
36 ASML HLDG NV N Y REGISTRY SHS ASML N07059210 $18.1M 0.55% 13,710 SH
37 APPLIED MATLS INC COM AMAT 038222105 $17.9M 0.55% 52,338 SH
38 VANGUARD SHORT-TERM CORPORATE BOND ETF VCSH 92206C409 $17.9M 0.54% 225,242 SH
39 PRAXIS IMPACT LARGE CAP GROWTH ETF PRXG 74006E736 $17.1M 0.52% 519,585 SH
40 DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF DFIC 25434V799 $16.7M 0.51% 469,987 SH
41 AMAZON COM INC COM AMZN 023135106 $16.6M 0.51% 79,893 SH
42 ISHARES CORE S&P 500 ETF IVV 464287200 $16.6M 0.51% 25,445 SH
43 CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF CGXU 14019W109 $16.3M 0.50% 552,499 SH
44 CAPITAL GROUP CORE PLUS INCOME ETF CGCP 14020Y102 $15.5M 0.47% 691,800 SH
45 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $15.3M 0.47% 26,462 SH
46 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $15.3M 0.46% 47,556 SH
47 PRAXIS IMPACT LARGE CAP VALUE ETF PRXV 74006E744 $14.4M 0.44% 462,853 SH
48 ISHARES MSCI EAFE ETF EFA 464287465 $14.1M 0.43% 145,421 SH
49 VANGUARD TOTAL INTERNATIONAL BOND ETF BNDX 92203J407 $14.1M 0.43% 293,792 SH
50 VANGUARD TOTAL INTERNATIONAL BOND ETF BNDX 92203J407 $14.1M 0.43% 293,792 SH
Filing History
Period Filed AUM Holdings Accession
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