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CIK: 0001710537
Total reported value
$3.0B
$3.0B
4385 檔
19.0%
As reported in its official Q1 2026 Form 13F filing, EverSource Wealth Advisors, LLC's tracked investment portfolio stood at $3.0B with 4385 total positions.
In Q1 2026, EverSource Wealth Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 153 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4385 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.87% | -1.15% | +89.67% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.83% | -1.41% | +86.77% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.82% | -1.06% | +81.80% | |
| 4 | PRXG | Praxis Impact Large Cap ETF | ETF-Large Cap & Growth | 2.40% | -0.42% | +78.11% | |
| 5 | PRXV | Praxis Imp Large Cap Val ETF | ETF-Large Cap & Growth | 2.24% | -0.55% | +71.72% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.97% | -0.10% | +39.20% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.79% | -0.12% | -7.95% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.18% | +13.84% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.35% | -0.38% | +62.58% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.34% | -0.16% | -14.04% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.29% | -0.46% | +83.88% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | -0.06% | +26.96% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.11% | -0.44% | +93.79% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.07% | +37.98% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.19% | +13.87% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.10% | +17.07% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.99% | +0.08% | +4.30% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | +0.17% | +6.61% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.14% | +10.61% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.17% | +2.37% | |
| 21 | APO | Apollo Global Management Inc | Stock-Financials | 0.88% | +0.13% | -2.85% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.88% | -0.28% | +90.97% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | +0.16% | +1.13% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | +0.05% | -0.07% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.81% | -0.02% | +5.33% | |
| 26 | AVDE | Avantis International Equity | ETF-Other | 0.72% | -0.02% | +49.03% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.11% | +9.95% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.03% | +45.24% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.07% | +0.47% | |
| 30 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.64% | +0.02% | +58.33% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.61% | +0.34% | +0.44% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.60% | +0.10% | +3.77% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.10% | +0.69% | |
| 34 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.58% | -0.08% | -40.71% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | +0.68% | -1.89% | |
| 36 | CGUS | Cap Group Core Equity | ETF-Other | 0.58% | +0.20% | +6.56% | |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.57% | +0.09% | +10.02% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | -0.34% | -1.35% | |
| 39 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.55% | +0.12% | +1.29% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.55% | -0.22% | +92.09% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.52% | -0.20% | +87.85% | |
| 42 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.50% | +0.16% | +3.95% | |
| 43 | CGXU | Cap Group Intl Focus | ETF-Other | 0.50% | +0.21% | +2.01% | |
| 44 | SOVF | Sovereign's Capital Flourish | ETF-Other | 0.49% | -0.08% | +31.98% | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.49% | -0.20% | +96.44% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.48% | +0.01% | +16.59% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.19% | +0.87% | |
| 48 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.48% | +0.02% | +73.61% | |
| 49 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.47% | +0.24% | +11.43% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.01% | +14.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.4% | +86.77% | Add |
| 2 | VUG | Vanguard Growth ETF | +1.4% | +89.67% | Add |
| 3 | VTV | Vanguard Value ETF | +1.4% | +81.80% | Add |
| 4 | PRXV | Praxis Imp Large Cap Val ETF | +0.7% | +71.72% | Add |
| 5 | PRXG | Praxis Impact Large Cap ETF | +0.6% | +78.11% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +83.88% | Add |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +93.79% | Add |
| 8 | BSV | Vanguard Short-term Bond ETF | +0.3% | +62.58% | Add |
| 9 | VB | Vanguard Small-cap ETF | +0.3% | +90.97% | Add |
| 10 | IWN | Ishares Russell 2000 Value E | +0.3% | +4450.09% | Add |
| 11 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +92.09% | Add |
| 12 | BLV | Vanguard Long-term Bond ETF | +0.2% | +96.44% | Add |
| 13 | BIV | Vanguard Intermediate-term B | +0.2% | +87.85% | Add |
| 14 | AVDE | Avantis International Equity | +0.2% | +49.03% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +39.20% | Add |
| 16 | PYLD | Pimco Multisector Bond Actv | +0.1% | +73.61% | Add |
| 17 | VSLU | Applied Finance Valuat ETF | +0.1% | +58.33% | Add |
| 18 | IDVO | Amplify Cwp Intl Enh Dvd Inc | +0.1% | +278.05% | Add |
| 19 | PTL | Inspire 500 ETF | +0.1% | +233.30% | Add |
| 20 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +62.86% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +23.02% | Add |
| 22 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +105.47% | Add |
| 23 | DELL | Dell Technologies -c | +0.1% | +52.16% | Add |
| 24 | CVX | Chevron CORP | +0.1% | +15.20% | Add |
| 25 | TPL | Texas Pacific Land CORP | +0.1% | +18.68% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | +45.24% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +24.83% | Add |
| 28 | GLD | Spdr Gold Shares | +0.1% | +57.16% | Add |
| 29 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +58.05% | Add |
| 30 | JNJ | Johnson & Johnson | +0.1% | +49.41% | Add |
| 31 | SO | Southern Co/the | +0.1% | +66.56% | Add |
| 32 | MPC | Marathon Petroleum CORP | +0.1% | +55.11% | Add |
| 33 | MINT | Pimco Enhanced Short Maturit | +0.1% | +6619.19% | Add |
| 34 | RAA | Smi 3fourteen Rl Asst Alloc | +0.1% | +37.26% | Add |
| 35 | GS | Goldman Sachs Group Inc | +0.1% | +67.89% | Add |
| 36 | MU | Micron Technology Inc | +0.1% | +54.95% | Add |
| 37 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +49.04% | Add |
| 38 | JBL | Jabil Inc | +0.1% | +92.66% | Add |
| 39 | COPY | Tweedy Browne Insdr+valu ETF | +0.1% | +733.74% | Add |
| 40 | GNRC | Generac Holdings Inc | +0.1% | +1204.92% | Add |
| 41 | AMAT | Applied Materials Inc | 0% | -1.89% | Trim |
| 42 | FANG | Diamondback Energy Inc | 0% | +3.35% | Add |
| 43 | COST | Costco Wholesale CORP | 0% | +33.98% | Add |
| 44 | VBR | Vanguard Small-cap Value ETF | 0% | +55.21% | Add |
| 45 | ✓ | Spy 271217c00815000 Spdr S&p 500 ETF Tr Cll Opt 12/27 815.0 Cal | 0% | +100.00% | Add |
| 46 | VLO | Valero Energy CORP | 0% | +49.41% | Add |
| 47 | AFL | Aflac Inc | 0% | +360.75% | Add |
| 48 | OXY | Occidental Petroleum CORP | 0% | +35.43% | Add |
| 49 | JPM | Jpmorgan Chase & Co | 0% | +41.44% | Add |
| 50 | CIEN | Ciena CORP | 0% | -14.93% | Trim |
According to official SEC Form 13F filings, EverSource Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 4385 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VTV) accounted for 19.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
IVSS
市值: $5.8M
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $1.5M
During Q1 2026, EverSource Wealth Advisors, LLC's top holdings by market value included VUG (4.9%)、VEA (3.8%)、VTV (3.8%). The largest single position, VUG, represented 4.9% of total portfolio value.
In Q1 2026, EverSource Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 9 new buys, adding to 153 positions, trimming 35 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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