Skip to main content
Livermore
Livermore
中文EN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

The latest 13F from EverSource Wealth Advisors, LLC covers Q2 2026 (filed Jul 24, 2026): 4,385 long positions worth $2.96B. The top 10 holdings make up 20.3% of the portfolio, and the largest is Vanguard Morningstar Growth ETF at 3.7%. Livermore has 22 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 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.

Full comparison
New
221
Est. +$18.0M
Added
1412
Est. +$212.1M
Reduced
2398
Est. −$711.8M
Sold out
216
Est. −$17.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Growth ETF922908736
    3.7%$110.5M
  2. Vanguard Morningstar Value ETF922908744
    2.8%$82.0M
  3. Vanguard Ftse Developed Markets ETF921943858
    2.4%$72.0M
  4. Praxis FDS74006E736
    2.0%$58.9M
  5. AAPLApple Inc.
    1.9%$55.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Growth ETF922908736
    +$79.0MAdded
  2. iShares Russell 2000 Growth ETF464287648
    +$11.6MAdded
  3. POOLPool Corp
    +$7.80MAddedHistory
  4. iShares Broad Usd Investment Grade Corporate Bond ETF464288620
    +$6.06MAdded
  5. Capital Grp Fixed Incm ETF T14020Y102
    +$5.72MAdded

Largest weight increases

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

  1. iShares Russell 2000 Growth ETF464287648
    +0.39 pp<0.1% → 0.4%
  2. POOLPool Corp
    +0.26 pp<0.1% → 0.3%History
  3. Capital Grp Fixed Incm ETF T14020Y102
    +0.24 pp0.5% → 0.7%
  4. Capital Group Intl Focus EQT14019W109
    +0.22 pp0.5% → 0.7%
  5. Capital Group Growth ETF14020G101
    +0.21 pp0.4% → 0.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Ftse Developed Markets ETF921943858
    −$67.7MReduced
  2. Vanguard Morningstar Value ETF922908744
    −$57.1MReduced
  3. Praxis FDS74006E736
    −$34.7MReduced
  4. Praxis FDS74006E744
    −$32.1MReduced
  5. Vanguard Ftse Emerging Markets ETF922042858
    −$21.8MReduced

Largest weight decreases

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

  1. Vanguard Ftse Developed Markets ETF921943858
    −1.41 pp3.8% → 2.4%
  2. Vanguard Morningstar Value ETF922908744
    −1.06 pp3.8% → 2.8%
  3. Praxis FDS74006E744
    −0.55 pp2.2% → 1.7%
  4. Vanguard Ftse Emerging Markets ETF922042858
    −0.45 pp1.3% → 0.8%
  5. Vanguard Total International Bond ETF92203J407
    −0.44 pp1.1% → 0.7%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.96B
−$307.8M (−9.4%) vs. prior quarter
Positions
4,385
+5 vs. prior quarter
Top 10 concentration
20.3%
Top 10 as share of value
Turnover
7.4%
Q2 2026, one quarter
Average holding period
16.1 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

19 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: $2.96B
Q4 2021Q2 2026
13F filings of EverSource Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
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