EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q2 2025 to Q3 2025
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 272
- Est. +$16.0M
- Added
- 1,951
- Est. +$221.2M
- Reduced
- 1,600
- Est. −$78.6M
- Sold out
- 194
- Est. −$7.65M
Portfolio value went from $2.21B to $2.53B (+$313.9M (+14.2%)); positions from 4,241 to 4,319 (+78).
All Q3 2025 holdingsAll Q2 2025 holdings
In the shares, value and % of portfolio columns, the top figure is Q3 2025 and the gray one below is Q2 2025. For stocks that split between the two quarters, Q2 2025 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | Added– | 179,714174,226 | +5,488+3.1% | $86.2M$76.4M | +$2.63M | 3.4%3.5% | −0.04 |
| Vanguard Ftse Developed Markets ETF921943858 | Reduced– | 1,072,4091,104,693 | −32,284−2.9% | $64.3M$63.0M | −$1.93M | 2.5%2.8% | −0.30 |
| Vanguard Morningstar Value ETF922908744 | Added– | 329,165325,725 | +3,440+1.1% | $61.4M$57.6M | +$641.5K | 2.4%2.6% | −0.17 |
| IAUiShares Gold Trust | ReducedHistory | 729,330732,123 | −2,793−0.4% | $53.1M$45.7M | −$203.2K | 2.1%2.1% | +0.04 |
| AAPLApple Inc. | AddedHistory | 181,625177,873 | +3,752+2.1% | $46.2M$36.5M | +$955.4K | 1.8%1.6% | +0.18 |
| NVDANVIDIA Corp | AddedHistory | 237,372232,778 | +4,594+2.0% | $44.3M$36.8M | +$857.2K | 1.8%1.7% | +0.09 |
| FBTCFidelity Wise Origin Bitcoin Fund | AddedHistory | 395,574383,065 | +12,509+3.3% | $39.5M$36.0M | +$1.25M | 1.6%1.6% | −0.06 |
| Praxis FDS74006E736 | Added– | 1,034,703853,203 | +181,500+21.3% | $37.0M$28.0M | +$6.50M | 1.5%1.3% | +0.20 |
| Praxis FDS74006E744 | Added– | 1,236,1551,041,021 | +195,134+18.7% | $36.7M$29.5M | +$5.79M | 1.5%1.3% | +0.12 |
| MSFTMicrosoft Corp | AddedHistory | 66,66164,821 | +1,840+2.8% | $34.5M$32.2M | +$953.0K | 1.4%1.5% | −0.09 |
| TSLATesla, Inc. | ReducedHistory | 77,51678,333 | −817−1.0% | $34.5M$24.9M | −$363.3K | 1.4%1.1% | +0.24 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 363,192296,672 | +66,520+22.4% | $33.3M$27.2M | +$6.10M | 1.3%1.2% | +0.09 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 94,78586,795 | +7,990+9.2% | $31.1M$26.4M | +$2.62M | 1.2%1.2% | +0.04 |
| AVGOBroadcom Inc. | ReducedHistory | 93,22194,345 | −1,124−1.2% | $30.8M$26.0M | −$370.8K | 1.2%1.2% | +0.04 |
| PLTRPalantir Technologies Inc. | ReducedHistory | 167,391180,274 | −12,883−7.1% | $30.5M$24.6M | −$2.35M | 1.2%1.1% | +0.10 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 48,38448,592 | −208−0.4% | $29.6M$27.6M | −$127.4K | 1.2%1.2% | −0.07 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 733,602696,150 | +37,452+5.4% | $28.3M$25.0M | +$1.44M | 1.1%1.1% | −0.01 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 489,331403,836 | +85,495+21.2% | $28.1M$22.3M | +$4.91M | 1.1%1.0% | +0.11 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 354,912332,107 | +22,805+6.9% | $28.0M$26.1M | +$1.80M | 1.1%1.2% | −0.07 |
| APOApollo Global Management, Inc. | AddedHistory | 200,767738 | +200,029+27,104.2% | $26.8M$104.8K | +$26.7M | 1.1%<0.1% | +1.05 |
| AMZNAmazon Com Inc | AddedHistory | 119,367116,685 | +2,682+2.3% | $26.2M$25.6M | +$588.9K | 1.0%1.2% | −0.12 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 118,664107,971 | +10,693+9.9% | $25.6M$22.1M | +$2.31M | 1.0%1.0% | +0.01 |
| GOOGLAlphabet Inc. | AddedHistory | 104,019100,834 | +3,185+3.2% | $25.3M$17.8M | +$774.3K | 1.0%0.8% | +0.20 |
| Vanguard Ftse Emerging Markets ETF922042858 | Reduced– | 424,354431,929 | −7,575−1.8% | $23.0M$21.4M | −$410.4K | 0.9%1.0% | −0.06 |
| Elevation Series Trust210322202 | Reduced– | 742,860851,892 | −109,032−12.8% | $22.5M$25.7M | −$3.30M | 0.9%1.2% | −0.27 |
| iShares Core S&P 500 ETF464287200 | Added– | 32,85928,286 | +4,573+16.2% | $22.0M$17.6M | +$3.06M | 0.9%0.8% | +0.08 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 234,925241,092 | −6,167−2.6% | $18.8M$19.2M | −$492.9K | 0.7%0.9% | −0.12 |
| Vanguard Total International Bond ETF92203J407 | Added– | 376,164373,805 | +2,359+0.6% | $18.6M$18.5M | +$116.7K | 0.7%0.8% | −0.10 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 254,232238,943 | +15,289+6.4% | $17.3M$15.3M | +$1.04M | 0.7%0.7% | −0.01 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 155,279154,058 | +1,221+0.8% | $17.2M$16.1M | +$135.1K | 0.7%0.7% | −0.05 |
| Capital Group Core Equity Et14020V108 | Added– | 430,337382,889 | +47,448+12.4% | $17.0M$14.1M | +$1.88M | 0.7%0.6% | +0.03 |
| PGRProgressive Corp | AddedHistory | 68,08266,761 | +1,321+2.0% | $16.8M$17.8M | +$326.2K | 0.7%0.8% | −0.14 |
| METAMeta Platforms, Inc. | AddedHistory | 21,60320,466 | +1,137+5.6% | $15.9M$15.1M | +$835.0K | 0.6%0.7% | −0.05 |
| Vanguard Instl Index FD922040845 | Added– | 207,235138,110 | +69,125+50.1% | $15.7M$10.4M | +$5.23M | 0.6%0.5% | +0.15 |
| ASMLASML Holding NV | AddedHistory | 16,06011,674 | +4,386+37.6% | $15.5M$9.36M | +$4.25M | 0.6%0.4% | +0.19 |
| Invesco QQQ Trust Series I46090E103 | Reduced– | 25,59326,364 | −771−2.9% | $15.4M$14.5M | −$462.9K | 0.6%0.7% | −0.05 |
| CRHCRH Public Ltd Co | AddedHistory | 127,432126,678 | +754+0.6% | $15.3M$11.6M | +$90.4K | 0.6%0.5% | +0.08 |
| Capital Group Intl Focus EQT14019W109 | Added– | 511,251476,785 | +34,466+7.2% | $15.1M$12.9M | +$1.02M | 0.6%0.6% | +0.01 |
| Pgim ETF Tr69344A834 | Reduced– | 289,474294,821 | −5,347−1.8% | $14.9M$15.2M | −$275.4K | 0.6%0.7% | −0.10 |
| Vanguard Morningstar Small-Cap ETF922908751 | Reduced– | 56,79157,743 | −952−1.6% | $14.4M$13.7M | −$242.1K | 0.6%0.6% | −0.05 |
| Dimensional ETF Trust25434V799 | Added– | 435,390389,663 | +45,727+11.7% | $14.3M$12.1M | +$1.50M | 0.6%0.5% | +0.02 |
| iShares MSCI Eafe ETF464287465 | Added– | 150,663140,807 | +9,856+7.0% | $14.1M$12.6M | +$920.3K | 0.6%0.6% | −0.01 |
| Ea Series Trust02072L532 | Added– | 617,070609,278 | +7,792+1.3% | $14.0M$12.4M | +$176.5K | 0.6%0.6% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | ReducedHistory | 20,47522,236 | −1,761−7.9% | $13.6M$13.7M | −$1.17M | 0.5%0.6% | −0.08 |
| KKRKKR & Co. Inc. | AddedHistory | 101,291100,391 | +900+0.9% | $13.2M$13.4M | +$117.0K | 0.5%0.6% | −0.08 |
| HOODRobinhood Markets, Inc. | AddedHistory | 90,65689,986 | +670+0.7% | $13.0M$8.43M | +$95.9K | 0.5%0.4% | +0.13 |
| AZOAutoZone Inc | AddedHistory | 2,8882,883 | +5+0.2% | $12.4M$10.7M | +$21.4K | 0.5%0.5% | +0.01 |
| Vanguard Scottsdale FDS92206C706 | Added– | 205,215175,449 | +29,766+17.0% | $12.3M$10.5M | +$1.79M | 0.5%0.5% | +0.01 |
| American Centy ETF Tr025072703 | Added– | 155,58778,802 | +76,785+97.4% | $12.3M$5.83M | +$6.06M | 0.5%0.3% | +0.22 |
| GOOGAlphabet Inc. | AddedHistory | 49,68349,411 | +272+0.6% | $12.1M$8.77M | +$66.2K | 0.5%0.4% | +0.08 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | Added– | 114,940112,156 | +2,784+2.5% | $12.0M$10.7M | +$291.0K | 0.5%0.5% | −0.01 |
| Capital Group Growth ETF14020G101 | Added– | 271,962247,893 | +24,069+9.7% | $11.9M$10.1M | +$1.06M | 0.5%0.5% | +0.02 |
| BRK.BBerkshire Hathaway Inc | AddedHistory | 23,49720,252 | +3,245+16.0% | $11.8M$9.84M | +$1.63M | 0.5%0.4% | +0.02 |
| Vanguard Whitehall FDS921946810 | Reduced– | 130,946133,300 | −2,354−1.8% | $11.7M$12.0M | −$210.8K | 0.5%0.5% | −0.08 |
| Dimensional ETF Trust25434V625 | Added– | 160,285132,141 | +28,144+21.3% | $11.5M$8.83M | +$2.02M | 0.5%0.4% | +0.06 |
| MSTRStrategy Inc | AddedHistory | 35,33632,691 | +2,645+8.1% | $11.4M$13.2M | +$852.1K | 0.5%0.6% | −0.15 |
| AMATApplied Materials Inc | ReducedHistory | 54,74954,787 | −38−0.1% | $11.2M$10.0M | −$7.78K | 0.4%0.5% | −0.01 |
| ETF Opportunities Trust26923N405 | Added– | 256,620103,674 | +152,946+147.5% | $11.0M$4.06M | +$6.53M | 0.4%0.2% | +0.25 |
| JPMJPMorgan Chase & Co | AddedHistory | 34,22333,691 | +532+1.6% | $10.8M$9.77M | +$167.8K | 0.4%0.4% | −0.01 |
| iShares Tr464288588 | Reduced– | 110,290115,149 | −4,859−4.2% | $10.5M$10.8M | −$462.3K | 0.4%0.5% | −0.07 |
| HDHome Depot, Inc. | ReducedHistory | 25,69125,737 | −46−0.2% | $10.4M$9.44M | −$18.6K | 0.4%0.4% | −0.01 |
| Capital Grp Fixed Incm ETF T14020Y102 | Added– | 444,303424,878 | +19,425+4.6% | $10.1M$9.56M | +$441.3K | 0.4%0.4% | −0.03 |
| Dimensional ETF Trust25434V864 | Added– | 194,371155,266 | +39,105+25.2% | $9.37M$7.45M | +$1.88M | 0.4%0.3% | +0.03 |
| BXBlackstone Inc. | AddedHistory | 54,75954,392 | +367+0.7% | $9.36M$8.14M | +$62.7K | 0.4%0.4% | 0.00 |
| Goldman Sachs ETF Tr381430107 | Added– | 227,371220,359 | +7,012+3.2% | $9.35M$8.74M | +$288.3K | 0.4%0.4% | −0.03 |
| PIMCO ETF Tr72201R585 | Added– | 344,006280,615 | +63,391+22.6% | $9.23M$7.45M | +$1.70M | 0.4%0.3% | +0.03 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Reduced– | 196,547219,277 | −22,730−10.4% | $9.23M$10.2M | −$1.07M | 0.4%0.5% | −0.09 |
| ETF Opportunities Trust26923N397 | Added– | 337,882297,019 | +40,863+13.8% | $9.17M$7.61M | +$1.11M | 0.4%0.3% | +0.02 |
| Dimensional ETF Trust25434V831 | Added– | 241,529237,070 | +4,459+1.9% | $9.12M$8.43M | +$168.4K | 0.4%0.4% | −0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | Reduced– | 115,628116,406 | −778−0.7% | $9.03M$9.00M | −$60.8K | 0.4%0.4% | −0.05 |
| J P Morgan Exchange Traded F46641Q332 | Reduced– | 154,044177,380 | −23,336−13.2% | $8.80M$10.1M | −$1.33M | 0.3%0.5% | −0.11 |
| FANGDiamondback Energy, Inc. | AddedHistory | 60,98545,269 | +15,716+34.7% | $8.73M$6.22M | +$2.25M | 0.3%0.3% | +0.06 |
| WMTWalmart Inc. | AddedHistory | 83,17676,579 | +6,597+8.6% | $8.57M$7.49M | +$679.9K | 0.3%0.3% | 0.00 |
| CRWDCrowdStrike Holdings, Inc. | AddedHistory | 16,44116,350 | +91+0.6% | $8.06M$8.33M | +$44.6K | 0.3%0.4% | −0.06 |
| PFNPIMCO Income Strategy Fund II | AddedHistory | 1,059,1661,016,015 | +43,151+4.2% | $8.04M$7.51M | +$327.5K | 0.3%0.3% | −0.02 |
| Vanguard BD Index FDS921937793 | Reduced– | 113,449113,983 | −534−0.5% | $8.04M$7.93M | −$37.8K | 0.3%0.4% | −0.04 |
| Vanguard Total Bond Market ETF921937835 | Added– | 107,15989,190 | +17,969+20.1% | $7.97M$6.57M | +$1.34M | 0.3%0.3% | +0.02 |
| Vanguard Scottsdale FDS92206C102 | Reduced– | 130,419152,978 | −22,559−14.7% | $7.68M$8.99M | −$1.33M | 0.3%0.4% | −0.10 |
| Dimensional ETF Trust25434V724 | Reduced– | 170,685173,672 | −2,987−1.7% | $7.63M$7.34M | −$133.5K | 0.3%0.3% | −0.03 |
| NFLXNetflix Inc | AddedHistory | 6,1705,365 | +805+15.0% | $7.40M$7.18M | +$965.2K | 0.3%0.3% | −0.03 |
| DHIHorton D R Inc | AddedHistory | 43,46742,630 | +837+2.0% | $7.37M$5.50M | +$141.8K | 0.3%0.2% | +0.04 |
| RBARB Global Inc. | ReducedHistory | 67,45367,640 | −187−0.3% | $7.31M$7.18M | −$20.3K | 0.3%0.3% | −0.04 |
| Vanguard High Dividend Yield Index ETF921946406 | Reduced– | 47,70347,934 | −231−0.5% | $6.72M$6.39M | −$32.6K | 0.3%0.3% | −0.02 |
| Dimensional ETF Trust25434V401 | Reduced– | 90,59191,007 | −416−0.5% | $6.56M$6.10M | −$30.1K | 0.3%0.3% | −0.02 |
| CRSPCRISPR Therapeutics AG | AddedHistory | 97,43492,943 | +4,491+4.8% | $6.31M$4.52M | +$291.1K | 0.2%0.2% | +0.05 |
| VVisa Inc. | ReducedHistory | 17,99218,762 | −770−4.1% | $6.14M$6.66M | −$262.9K | 0.2%0.3% | −0.06 |
| Dimensional ETF Trust25434V872 | Added– | 143,140118,775 | +24,365+20.5% | $6.12M$5.02M | +$1.04M | 0.2%0.2% | +0.02 |
| Vanguard Total World Stock ETF922042742 | Added– | 43,62639,735 | +3,891+9.8% | $6.01M$5.11M | +$536.2K | 0.2%0.2% | +0.01 |
| CVXChevron Corp | ReducedHistory | 38,24045,199 | −6,959−15.4% | $5.94M$6.47M | −$1.08M | 0.2%0.3% | −0.06 |
| Pgim ETF Tr69344A784 | New– | 116,6810 | +116,681 | $5.93M$0 | +$5.93M | 0.2%0.0% | +0.23 |
| iShares Tr464287622 | Added– | 16,14811,083 | +5,065+45.7% | $5.90M$3.76M | +$1.85M | 0.2%0.2% | +0.06 |
| Invesco Exch Traded FD Tr II46138G672 | New– | 44,9280 | +44,928 | $5.62M$0 | +$5.62M | 0.2%0.0% | +0.22 |
| Dimensional ETF Trust25434V658 | Added– | 204,646190,522 | +14,124+7.4% | $5.59M$5.11M | +$385.7K | 0.2%0.2% | −0.01 |
| Dimensional ETF Trust25434V807 | Added– | 119,802118,048 | +1,754+1.5% | $5.53M$5.06M | +$80.9K | 0.2%0.2% | −0.01 |
| iShares Tr46429B655 | Added– | 106,893105,321 | +1,572+1.5% | $5.46M$5.37M | +$80.3K | 0.2%0.2% | −0.03 |
| Northern LTS FD Tr IV66538H419 | Reduced– | 154,168161,430 | −7,262−4.5% | $5.44M$5.53M | −$256.1K | 0.2%0.3% | −0.03 |
| Dimensional ETF Trust25434V765 | Added– | 178,362161,725 | +16,637+10.3% | $5.42M$4.77M | +$505.7K | 0.2%0.2% | 0.00 |
| AMGNAmgen Inc | ReducedHistory | 19,13222,068 | −2,936−13.3% | $5.40M$6.16M | −$828.6K | 0.2%0.3% | −0.06 |
| AMHAmerican Homes 4 Rent | ReducedHistory | 158,289172,745 | −14,456−8.4% | $5.26M$6.23M | −$480.6K | 0.2%0.3% | −0.07 |
| Vanguard World FD921910816 | Reduced– | 12,93614,215 | −1,279−9.0% | $5.21M$5.21M | −$514.7K | 0.2%0.2% | −0.03 |
Estimated amounts 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; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.