# EverSource Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1710537. Source: https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/

- Reported value: $3.0B
- Positions: 4,391
- Weight of the ten largest: 20.3%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $110.5M | 1,282,340 | 3.7% | 19 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $82.0M | 376,246 | 2.8% | 19 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $72.0M | 1,010,101 | 2.4% | 19 |
| PRAXIS FDS | [PRXG](https://holderbook.com/stocks/PRXG/) | $58.9M | 1,509,765 | 2.0% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $55.5M | 191,650 | 1.9% | 19 |
| PRAXIS FDS | [PRXV](https://holderbook.com/stocks/PRXV/) | $50.2M | 1,440,018 | 1.7% | 5 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $49.5M | 655,374 | 1.7% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $48.5M | 242,540 | 1.6% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $37.5M | 51,878 | 1.3% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $37.1M | 103,812 | 1.2% | 19 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $35.1M | 382,859 | 1.2% | 15 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $34.2M | 81,299 | 1.2% | 19 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $33.6M | 90,866 | 1.1% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $33.5M | 140,524 | 1.1% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $32.9M | 87,009 | 1.1% | 19 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $31.7M | 510,235 | 1.1% | 18 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $31.4M | 45,760 | 1.1% | 19 |
| APOLLO GLOBAL MGMT INC | [APO](https://holderbook.com/stocks/APO/) | $30.1M | 254,392 | 1.0% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $30.0M | 80,326 | 1.0% | 19 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $29.3M | 123,689 | 1.0% | 19 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $28.8M | 369,592 | 1.0% | 19 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $28.1M | 14,139 | 0.9% | 19 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $25.7M | 580,195 | 0.9% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $24.8M | 414,758 | 0.8% | 19 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $23.4M | 458,888 | 0.8% | 10 |
| CAPITAL GROUP CORE EQUITY ET | [CGUS](https://holderbook.com/stocks/CGUS/) | $23.2M | 521,110 | 0.8% | 16 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $23.0M | 30,403 | 0.8% | 19 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $21.2M | 28,276 | 0.7% | 19 |
| CAPITAL GRP FIXED INCM ETF T | [CGCP](https://holderbook.com/stocks/CGCP/) | $21.2M | 949,401 | 0.7% | 16 |
| CAPITAL GROUP INTL FOCUS EQT | [CGXU](https://holderbook.com/stocks/CGXU/) | $21.2M | 611,144 | 0.7% | 18 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $20.9M | 275,263 | 0.7% | 15 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $20.6M | 231,308 | 0.7% | 19 |
| INVESCO EXCH TRADED FD TR II | [RWL](https://holderbook.com/stocks/RWL/) | $20.0M | 156,391 | 0.7% | 15 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $19.9M | 411,825 | 0.7% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $19.8M | 26,836 | 0.7% | 19 |
| EA SERIES TRUST | [BSVO](https://holderbook.com/stocks/BSVO/) | $19.7M | 674,171 | 0.7% | 14 |
| ETF OPPORTUNITIES TRUST | [VSLU](https://holderbook.com/stocks/VSLU/) | $19.7M | 425,032 | 0.7% | 8 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $19.6M | 524,928 | 0.7% | 16 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $18.1M | 51,190 | 0.6% | 19 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $18.0M | 381,423 | 0.6% | 16 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $17.7M | 58,318 | 0.6% | 19 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $16.7M | 38,636 | 0.6% | 19 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $16.1M | 154,929 | 0.5% | 19 |
| ETF OPPORTUNITIES TRUST | [RAA](https://holderbook.com/stocks/RAA/) | $15.9M | 540,869 | 0.5% | 6 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $14.9M | 127,814 | 0.5% | 16 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $14.8M | 556,814 | 0.5% | 10 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $14.7M | 194,532 | 0.5% | 6 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $14.6M | 247,096 | 0.5% | 19 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $14.4M | 66,007 | 0.5% | 19 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $14.3M | 134,019 | 0.5% | 12 |
| PGIM ETF TR | [PAAA](https://holderbook.com/stocks/PAAA/) | $13.9M | 271,017 | 0.5% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $13.7M | 24,259 | 0.5% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $12.7M | 10,987 | 0.4% | 19 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $12.6M | 153,132 | 0.4% | 11 |
| ELEVATION SERIES TRUST | [SOVF](https://holderbook.com/stocks/SOVF/) | $12.2M | 409,027 | 0.4% | 11 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $12.1M | 69,039 | 0.4% | 19 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $11.8M | 15,526 | 0.4% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $11.8M | 35,950 | 0.4% | 19 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $11.7M | 29,733 | 0.4% | 15 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $11.5M | 198,148 | 0.4% | 19 |
| FIDELITY COVINGTON TRUST | [FENI](https://holderbook.com/stocks/FENI/) | $11.1M | 275,674 | 0.4% | 6 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $10.5M | 230,319 | 0.4% | 19 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $10.5M | 111,311 | 0.4% | 19 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $9.9M | 108,313 | 0.3% | 16 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $9.9M | 212,186 | 0.3% | 19 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $9.6M | 131,163 | 0.3% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $9.6M | 19,227 | 0.3% | 19 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $9.6M | 28,178 | 0.3% | 19 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $9.5M | 124,258 | 0.3% | 19 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $9.4M | 94,096 | 0.3% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $9.2M | 81,600 | 0.3% | 19 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $8.9M | 2,788 | 0.3% | 18 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $8.9M | 7,378 | 0.3% | 19 |
| VANGUARD BD INDEX FDS | [BLV](https://holderbook.com/stocks/BLV/) | $8.5M | 123,953 | 0.3% | 19 |
| ISHARES TR | [USIG](https://holderbook.com/stocks/USIG/) | $8.4M | 164,247 | 0.3% | 19 |
| POOL CORP | [POOL](https://holderbook.com/stocks/POOL/) | $8.0M | 37,236 | 0.3% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $7.9M | 139,974 | 0.3% | 14 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $7.8M | 15,877 | 0.3% | 19 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $7.6M | 93,263 | 0.3% | 19 |
| NORTHERN LTS FD TR IV | [PTL](https://holderbook.com/stocks/PTL/) | $7.6M | 26,542 | 0.3% | 7 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $7.6M | 153,273 | 0.3% | 16 |
| HEALTHEQUITY INC | [HQY](https://holderbook.com/stocks/HQY/) | $7.5M | 83,393 | 0.3% | 14 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.5M | 21,338 | 0.3% | 19 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $7.5M | 63,714 | 0.3% | 19 |
| RB GLOBAL INC | [RBA](https://holderbook.com/stocks/RBA/) | $7.5M | 64,122 | 0.3% | 13 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $7.2M | 45,585 | 0.2% | 19 |
| KIRBY CORP | [KEX](https://holderbook.com/stocks/KEX/) | $7.1M | 52,084 | 0.2% | 10 |
| INVESCO EXCH TRADED FD TR II | [RWK](https://holderbook.com/stocks/RWK/) | $7.0M | 47,603 | 0.2% | 4 |
| AMPLIFY ETF TR | [IDVO](https://holderbook.com/stocks/IDVO/) | $6.9M | 165,082 | 0.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $6.9M | 171,979 | 0.2% | 15 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $6.8M | 86,651 | 0.2% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $6.7M | 11,542 | 0.2% | 19 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $6.6M | 144,310 | 0.2% | 10 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $6.6M | 119,826 | 0.2% | 17 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $6.6M | 22,479 | 0.2% | 19 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $6.6M | 41,632 | 0.2% | 19 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $6.5M | 39,462 | 0.2% | 19 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $6.3M | 17,477 | 0.2% | 19 |
| NORTHERN LTS FD TR IV | [WWJD](https://holderbook.com/stocks/WWJD/) | $6.2M | 163,517 | 0.2% | 19 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $6.2M | 76,916 | 0.2% | 13 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.2% | +14.8% | -3.6% | 100% |
| Q1 2026 | -2.3% | -4.6% | +2.4% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +7.3% | +7.8% | -0.5% | 100% |
| Q2 2025 | +8.7% | +10.5% | -1.8% | 100% |
| Q1 2025 | -2.3% | -4.6% | +2.3% | 100% |
| Q4 2024 | +1.6% | +2.1% | -0.6% | 100% |
| Q3 2024 | +6.3% | +5.4% | +0.8% | 105% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.0B | 4,391 |
| Q1 2026 | $3.3B | 4,382 |
| Q4 2025 | $2.7B | 4,269 |
| Q3 2025 | $2.5B | 4,322 |
| Q2 2025 | $2.2B | 4,248 |
| Q1 2025 | $1.8B | 4,010 |
| Q4 2024 | $1.8B | 3,749 |
| Q3 2024 | $1.6B | 3,033 |
| Q2 2024 | $1.5B | 3,061 |
| Q1 2024 | $1.3B | 2,895 |
| Q4 2023 | $1.1B | 2,634 |
| Q3 2023 | $942.9M | 2,492 |