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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Nov 4, 2026

The latest 13F from EverSource Wealth Advisors, LLC covers Q3 2026 (filed Nov 4, 2026): 4,541 long positions worth $3.10B. The top 10 holdings make up 20.4% of the portfolio, and the largest is Vanguard Morningstar Growth ETF at 3.8%. Livermore has 23 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q3 2026

Full comparison

Share counts compared with Q2 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

New
339
Est. +$49.8M
Added
2207
Est. +$231.8M
Reduced
1551
Est. −$99.3M
Sold out
183
Est. −$58.1M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Growth ETF922908736
    3.8%$117.6M
  2. Vanguard Morningstar Value ETF922908744
    2.6%$81.6M
  3. Vanguard Ftse Developed Markets ETF921943858
    2.3%$70.3M
  4. AAPLApple Inc.
    2.2%$67.8MHistory
  5. Praxis FDS74006E736
    2.0%$62.9M

Share of portfolio

Top 5 holdings and the other 4,536 positions, by share of portfolio value

  1. Vanguard Morningstar Growth ETF3.8%
  2. Vanguard Morningstar Value ETF2.6%
  3. Vanguard Ftse Developed Markets ETF2.3%
  4. AAPL2.2%
  5. Praxis FDS2.0%
  6. Other 4,536 positions87.1%

Biggest buys

New and added positions, by estimated amount bought

  1. Dfa Invt Dimensions Group Inc U.S. Core Eqty 225239Y212
    +$27.5MNew
  2. iShares Tr464288521
    +$12.1MAdded
  3. Vanguard Scottsdale FDS92206C714
    +$11.4MAdded
  4. ETHAiShares Ethereum Trust ETF
    +$7.31MAddedHistory
  5. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +$7.25MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dfa Invt Dimensions Group Inc U.S. Core Eqty 225239Y212
    +0.89 pp0.0% → 0.9%
  2. iShares Tr464288521
    +0.39 pp<0.1% → 0.4%
  3. Vanguard Scottsdale FDS92206C714
    +0.37 pp<0.1% → 0.4%
  4. FBTCFidelity Wise Origin Bitcoin Fund
    +0.35 pp0.8% → 1.1%History
  5. AAPLApple Inc.
    +0.32 pp1.9% → 2.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    −$25.7MSold out
  2. Dimensional ETF Trust25434V625
    −$12.6MSold out
  3. IAUiShares Gold Trust
    −$11.6MReducedHistory
  4. iShares Russell 2000 Growth ETF464287648
    −$10.4MReduced
  5. Direxion Daily Semiconductor Bear 3X ETF25461H291
    −$4.64MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    −0.87 pp0.9% → 0.0%
  2. AMATApplied Materials Inc
    −0.44 pp1.3% → 0.8%History
  3. Dimensional ETF Trust25434V625
    −0.42 pp0.4% → 0.0%
  4. IAUiShares Gold Trust
    −0.39 pp1.7% → 1.3%History
  5. iShares Russell 2000 Growth ETF464287648
    −0.39 pp0.4% → <0.1%

Metrics

13F metrics for Q3 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.10B
+$138.7M (+4.7%) vs. prior quarter
Positions
4,541
+156 vs. prior quarter
Top 10 concentration
20.4%
Top 10 as share of value
Turnover
5.2%
Q3 2026, one quarter
Average holding period
16.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.27B (Q1 2026)

Q4 2021: $357.1MQ1 2022: $394.3MQ2 2022: $387.9MQ3 2022: $436.8MQ4 2022: $660.4MQ1 2023: $803.3MQ2 2023: $907.1MQ3 2023: $942.9MQ4 2023: $1.09BQ1 2024: $1.27BQ2 2024: $1.51BQ3 2024: $1.58BQ4 2024: $1.78BQ1 2025: $1.82BQ2 2025: $2.21BQ3 2025: $2.53BQ4 2025: $2.71BQ1 2026: $3.27BQ2 2026: $2.96BQ3 2026: $3.10B
Q4 2021Q3 2026
13F filings of EverSource Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2026Nov 4, 20264,541$3.10BVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard Ftse Developed Markets ETFvs. Q2 2026SEC
Q2 2026Jul 24, 20264,385$2.96BVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard Ftse Developed Markets ETFvs. Q1 2026SEC
Q1 2026May 18, 2026Amended4,380$3.27BVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFvs. Q4 2025SEC
Q4 2025Feb 6, 20264,266$2.71BVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard Ftse Developed Markets ETFvs. Q3 2025SEC
Q3 2025Nov 10, 20254,319$2.53BVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFvs. Q2 2025SEC
Q2 2025Aug 13, 20254,241$2.21BVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFvs. Q1 2025SEC
Q1 2025May 13, 20254,009$1.82BVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFvs. Q4 2024SEC
Q4 2024Feb 10, 20253,750$1.78BVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFvs. Q3 2024SEC
Q3 2024Nov 8, 20243,038$1.58BVanguard Morningstar Growth ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Value ETFvs. Q2 2024SEC
Q2 2024Aug 13, 20243,067$1.51BVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q1 2024SEC
Q1 2024Jun 11, 2024Amended2,900$1.27BVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2023SEC
Q4 2023Feb 9, 20242,637$1.09BVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q3 2023SEC
Q3 2023Nov 3, 20232,495$942.9MVanguard Ftse Developed Markets ETFVanguard Morningstar Growth ETFAAPLvs. Q2 2023SEC
Q2 2023Aug 4, 20232,491$907.1MVanguard Ftse Developed Markets ETFAAPLVanguard Morningstar Growth ETFvs. Q1 2023SEC
Q1 2023May 11, 20232,376$803.3MVanguard Ftse Developed Markets ETFAAPLVanguard Morningstar Growth ETFvs. Q4 2022SEC
Q4 2022Feb 9, 20232,302$660.4MVanguard Ftse Developed Markets ETFVanguard Scottsdale FDSVanguard Morningstar Value ETFvs. Q3 2022SEC
Q3 2022Nov 7, 20222,038$436.8MVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFAAPLvs. Q2 2022SEC
Q2 2022Aug 1, 20221,748$387.9MVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFIIIVvs. Q1 2022SEC
Q1 2022May 25, 20221,717$394.3MVanguard Ftse Developed Markets ETFVanguard S&P 500 ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2021SEC
Q4 2021Feb 17, 2022Amended1,783$357.1MVanguard Ftse Developed Markets ETFVanguard Scottsdale FDSVanguard Morningstar Total Stock Market ETF–SEC