CIK: 0001710537
Total reported value
$3.3B
Reporting period: 2026-03-31 · Number of holdings: 27822
EverSource Wealth Advisors, LLC disclosed 27822 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.3B and a quarterly turnover rate of 29.9%.
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EverSource Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 95 equally-sized positions, well below its 27822 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.73), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 23% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add VEA
+86.8% $60.1M
Add VUG
+89.7% $65.7M
Add VTV
+81.8% $58.2M
Add PRXV
+71.7% $31.7M
Trim VBIL
-40.7% -$13.1M
Add PRXG
+78.1% $29.6M
Showing top 200 holdings (of 27822 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.87% | +1.41% | +89.67% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.83% | +1.42% | +86.77% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.82% | +1.35% | +81.80% | |
| 4 | PRXG | Praxis Impact Large Cap ETF | ETF-Large Cap & Growth | 2.40% | +0.59% | +78.11% | |
| 5 | PRXV | Praxis Imp Large Cap Val ETF | ETF-Large Cap & Growth | 2.24% | +0.71% | +71.72% | |
| 6 | AAPL | Apple INC | Stock-Tech | 1.97% | +0.14% | +39.20% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.79% | — | -7.95% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | -0.20% | +13.84% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.35% | +0.34% | +62.58% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.34% | -0.53% | -14.04% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.29% | +0.45% | +83.88% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | +0.01% | +26.96% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.11% | +0.41% | +93.79% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | — | +37.98% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | — | +13.87% | |
| 16 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.03% | — | +17.07% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.99% | — | +4.30% | |
| 18 | TSLA | Tesla INC | Stock-Consumer Disc | 0.98% | -0.36% | +6.61% | |
| 19 | AVGO | Broadcom INC | Stock-Tech | 0.97% | — | +10.61% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | — | +2.37% | |
| 21 | APO | Apollo Global Management INC | Stock-Financials | 0.88% | -0.55% | -2.85% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.88% | +0.33% | +90.97% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | — | +1.13% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | — | -0.07% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.81% | -0.39% | +5.33% | |
| 26 | AVDE | Avantis International Equity | ETF-Other | 0.72% | +0.16% | +49.03% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | — | +9.95% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.06% | +45.24% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | — | +0.47% | |
| 30 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.64% | +0.13% | +58.33% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.61% | +0.02% | +0.44% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.60% | — | +3.77% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.28% | +0.69% | |
| 34 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.58% | -0.61% | -40.71% | |
| 35 | AMAT | Applied Materials INC | Stock-Tech | 0.58% | +0.04% | -1.89% | |
| 36 | CGUS | Cap Group Core Equity | ETF-Other | 0.58% | — | +6.56% | |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.57% | — | +10.02% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | — | -1.35% | |
| 39 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.55% | — | +1.29% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.55% | +0.20% | +92.09% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.52% | +0.18% | +87.85% | |
| 42 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.50% | — | +3.95% | |
| 43 | CGXU | Cap Group Intl Focus | ETF-Other | 0.50% | — | +2.01% | |
| 44 | SOVF | Sovereign's Capital Flourish | ETF-Other | 0.49% | — | +31.98% | |
| 45 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.49% | +0.19% | +96.44% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.48% | — | +16.59% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | — | +0.87% | |
| 48 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.48% | +0.14% | +73.61% | |
| 49 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.47% | — | +11.43% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | — | +14.14% |
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+17.5%
Based on 82% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 27822 | $3.3B | 30 | |
| 2025-12-31 | 19481 | $2.7B | 18 | |
| 2025-09-30 | 11995 | $2.5B | 40 | |
| 2025-06-30 | 12073 | $2.2B | 0 | |
| 2025-03-31 | 10570 | $1.8B | 0 | |
| 2024-12-31 | 11742 | $1.8B | 0 | |
| 2024-09-30 | 9186 | $1.6B | 0 | |
| 2024-06-30 | 9115 | $1.5B | 0 | |
| 2024-03-31 | 8230 | $1.3B | 0 | |
| 2023-12-31 | 6812 | $1.1B | 0 | |
| 2023-09-30 | 5614 | $942.9M | 0 | |
| 2023-06-30 | 5131 | $907.1M | 0 | |
| 2023-03-31 | 4762 | $803.4M | 0 | |
| 2022-12-31 | 4420 | $660.4M | 0 | |
| 2022-09-30 | 3921 | $436.8M | 0 | |
| 2022-06-30 | 3363 | $387.9M | 0 | |
| 2022-03-31 | 3121 | $394.3M | 0 | |
| 2021-12-31 | 3092 | $357.1M | 0 |
EverSource Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Applied Fin Ivs US Smid ETF (IVSS); New buy: First Trust Low Duration Opp (LMBS); Add: Vanguard Ftse Developed ETF (VEA) — shares +86.77%; Add: Vanguard Growth ETF (VUG) — shares +89.67%; Add: Vanguard Value ETF (VTV) — shares +81.80%.
| # | 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 | RAA | Smi 3fourteen Rl Asst Alloc | +0.1% | +37.26% | Add |
| 31 | GS | Goldman Sachs Group INC | +0.1% | +67.89% | Add |
| 32 | AMAT | Applied Materials INC | 0% | -1.89% | Trim |
| 33 | FANG | Diamondback Energy INC | 0% | +3.35% | Add |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +41.44% | Add |
| 35 | ASML | ASML Holding N.V. | 0% | +0.44% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | +26.96% | Add |
| 37 | SOVF | Sovereign's Capital Flourish | — | +31.98% | Add |
| 38 | HOOD | Robinhood Markets INC - A | -0.2% | +1.73% | Add |
| 39 | NVDA | Nvidia CORP | -0.2% | +13.84% | Add |
| 40 | DUHP | Dimensional US High Profi Et | -0.3% | -60.33% | Trim |
| 41 | PFN | Pimco Income Strategy Fd Ii | -0.3% | -94.85% | Trim |
| 42 | PLTR | Palantir Technologies Inc-a | -0.3% | +0.69% | Add |
| 43 | TSLA | Tesla INC | -0.4% | +6.61% | Add |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | -0.4% | +5.33% | Add |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.5% | -91.08% | Trim |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.5% | -14.04% | Trim |
| 47 | APO | Apollo Global Management INC | -0.6% | -2.85% | Trim |
| 48 | VBIL | Vanguard 0-3m T-bill ETF | -0.6% | -40.71% | Trim |
| 49 | IVSS | Applied Fin Ivs US Smid ETF | — | NEW | New buy |
| 50 | LMBS | First Trust Low Duration Opp | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-18 | Amendment | View on EDGAR |
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-06-11 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-04 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-09 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-01 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-25 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-17 | Amendment | View on EDGAR |
| 2021-12-31 | 2022-02-07 | 13F-HR | View on EDGAR |
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