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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
4,266
−53 vs. Q3 2025
Portfolio value
$2.71B
+$187.0M (+7.4%) vs. Q3 2025
Filed
Feb 6, 2026
SEC
Holdings of EverSource Wealth Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Growth ETF922908736ETF192,796$94.1M3.5%+13,082+7.3%Added–
Vanguard Morningstar Value ETF922908744ETF351,076$67.1M2.5%+21,911+6.7%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,049,797$65.6M2.4%−22,612−2.1%Reduced–
IAUiShares Gold TrustETF723,987$58.8M2.2%−5,343−0.7%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF557,665$51.0M1.9%+194,473+53.5%Added–
AAPLApple Inc.Stock183,044$49.8M1.8%+1,419+0.8%AddedHistory
Praxis FDS74006E736IMPACT LARGE CAP1,347,271$49.2M1.8%+312,568+30.2%Added–
NVDANVIDIA CorpStock240,285$44.8M1.7%+2,913+1.2%AddedHistory
Praxis FDS74006E744IMPACT LARGE CAP1,375,888$41.7M1.5%+139,733+11.3%Added–
APOApollo Global Management, Inc.COM268,028$38.8M1.4%+67,261+33.5%AddedHistory
TSLATesla, Inc.Stock81,124$36.5M1.3%+3,608+4.7%AddedHistory
MSFTMicrosoft CorpStock69,203$33.5M1.2%+2,542+3.8%AddedHistory
GOOGLAlphabet Inc.Stock106,643$33.4M1.2%+2,624+2.5%AddedHistory
FBTCFidelity Wise Origin Bitcoin FundSHS429,503$32.7M1.2%+33,929+8.6%AddedHistory
Vanguard Instl Index FD9220408450 3 MO TR BI ETF427,697$32.3M1.2%+220,462+106.4%Added–
AVGOBroadcom Inc.Stock93,097$32.2M1.2%−124−0.1%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF95,759$32.1M1.2%+974+1.0%Added–
AMZNAmazon Com IncStock138,496$32.0M1.2%+19,129+16.0%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF497,102$29.9M1.1%+7,771+1.6%Added–
Vanguard S&P 500 ETF922908363ETF47,525$29.8M1.1%−859−1.8%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF125,345$27.5M1.0%+6,681+5.6%Added–
Vanguard Short-Term Bond ETF921937827ETF347,340$27.4M1.0%−7,572−2.1%Reduced–
Dimensional U.S. Core Equity 2 ETF25434V708ETF690,258$27.3M1.0%−43,344−5.9%Reduced–
PLTRPalantir Technologies Inc.Stock134,772$24.0M0.9%−32,619−19.5%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF424,542$22.8M0.8%+1880.0%Added–
iShares Core S&P 500 ETF464287200ETF31,949$21.9M0.8%−910−2.8%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD238,835$19.0M0.7%+3,910+1.7%Added–
Vanguard Total International Bond ETF92203J407ETF392,419$19.0M0.7%+16,255+4.3%Added–
iShares Core Dividend Growth ETF46434V621ETF272,573$18.9M0.7%+18,341+7.2%Added–
Capital Group Core Equity Et14020V108SHS CREAT UNIT465,364$18.7M0.7%+35,027+8.1%Added–
SPYSPDR S&P 500 ETF TrustETF27,086$18.5M0.7%+6,611+32.3%AddedHistory
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE156,019$17.9M0.7%+740+0.5%Added–
Invesco QQQ Trust Series I46090E103ETF26,875$16.5M0.6%+1,282+5.0%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY478,570$16.5M0.6%+43,180+9.9%Added–
CRHCRH Public Ltd CoORD129,050$16.1M0.6%+1,618+1.3%AddedHistory
ASMLASML Holding NVADR14,992$16.0M0.6%−1,068−6.7%ReducedHistory
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT541,588$16.0M0.6%+30,337+5.9%Added–
GOOGAlphabet Inc.Stock50,651$15.9M0.6%+968+1.9%AddedHistory
METAMeta Platforms, Inc.Stock23,637$15.6M0.6%+2,034+9.4%AddedHistory
PGRProgressive CorpStock67,817$15.4M0.6%−265−0.4%ReducedHistory
American Centy ETF Tr025072703INTL EQT ETF186,126$15.3M0.6%+30,539+19.6%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF57,614$14.9M0.5%+823+1.4%Added–
Pgim ETF Tr69344A834AAA CLO ETF289,817$14.9M0.5%+343+0.1%Added–
iShares MSCI Eafe ETF464287465ETF153,377$14.7M0.5%+2,714+1.8%Added–
AMATApplied Materials IncStock57,175$14.7M0.5%+2,426+4.4%AddedHistory
Ea Series Trust02072L532BRID OMN SMA ETF622,811$14.5M0.5%+5,741+0.9%Added–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM621,845$14.1M0.5%+177,542+40.0%Added–
ETF Opportunities Trust26923N405APPLIED FINA VAL316,246$14.0M0.5%+59,626+23.2%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS228,090$13.7M0.5%+22,875+11.1%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF127,147$13.6M0.5%+12,207+10.6%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT299,777$13.3M0.5%+27,815+10.2%Added–
Elevation Series Trust210322202SOVE CAP FLOU FD455,163$13.3M0.5%−287,697−38.7%Reduced–
KKRKKR & Co. Inc.COM103,193$13.2M0.5%+1,902+1.9%AddedHistory
Dimensional ETF Trust25434V625US COR EQU 1 ETF168,430$12.4M0.5%+8,145+5.1%Added–
BRK.BBerkshire Hathaway IncStock23,272$11.7M0.4%−225−1.0%ReducedHistory
JPMJPMorgan Chase & CoStock35,641$11.5M0.4%+1,418+4.1%AddedHistory
iShares Tr464288588MBS ETF112,863$10.7M0.4%+2,573+2.3%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF269,673$10.3M0.4%+28,144+11.7%Added–
FANGDiamondback Energy, Inc.Stock67,977$10.2M0.4%+6,992+11.5%AddedHistory
WMTWalmart Inc.Stock90,883$10.1M0.4%+7,707+9.3%AddedHistory
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE363,866$10.0M0.4%+25,984+7.7%Added–
HOODRobinhood Markets, Inc.Stock88,314$9.99M0.4%−2,342−2.6%ReducedHistory
HDHome Depot, Inc.Stock28,704$9.88M0.4%+3,013+11.7%AddedHistory
Goldman Sachs ETF Tr381430107ACTIVEBETA INT228,348$9.81M0.4%+977+0.4%Added–
AZOAutoZone IncCOM2,791$9.46M0.3%−97−3.4%ReducedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF200,060$9.42M0.3%+3,513+1.8%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF118,357$9.22M0.3%+2,729+2.4%Added–
PIMCO ETF Tr72201R585MULTISECTOR BD343,780$9.17M0.3%−226−0.1%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS154,223$9.06M0.3%+23,804+18.3%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM157,373$9.01M0.3%+3,329+2.2%Added–
Vanguard Total Bond Market ETF921937835ETF117,073$8.67M0.3%+9,914+9.3%Added–
BXBlackstone Inc.COM56,001$8.63M0.3%+1,242+2.3%AddedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE180,368$8.40M0.3%+9,683+5.7%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF172,957$8.29M0.3%−21,414−11.0%Reduced–
Vanguard BD Index FDS921937793LONG TERM BOND117,916$8.20M0.3%+4,467+3.9%Added–
MSTRStrategy IncStock52,606$7.99M0.3%+17,270+48.9%AddedHistory
PFNPIMCO Income Strategy Fund IICOM1,065,739$7.99M0.3%+6,573+0.6%AddedHistory
LLYEli Lilly & CoStock7,129$7.66M0.3%+733+11.5%AddedHistory
Fidelity Covington Trust31609A404ENHANCED INTL208,720$7.63M0.3%+206,853+11,079.4%Added–
CRWDCrowdStrike Holdings, Inc.Stock16,287$7.63M0.3%−154−0.9%ReducedHistory
RBARB Global Inc.COM67,669$6.96M0.3%+216+0.3%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF47,895$6.87M0.3%+192+0.4%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF89,403$6.63M0.2%−1,188−1.3%Reduced–
Vanguard Total World Stock ETF922042742ETF45,773$6.46M0.2%+2,147+4.9%Added–
AMGNAmgen IncStock19,555$6.40M0.2%+423+2.2%AddedHistory
DHIHorton D R IncCOM44,267$6.38M0.2%+800+1.8%AddedHistory
VVisa Inc.Stock17,720$6.21M0.2%−272−1.5%ReducedHistory
CVXChevron CorpStock39,539$6.03M0.2%+1,299+3.4%AddedHistory
Pgim ETF Tr69344A784SHRT DUR HGH YLD119,412$6.01M0.2%+2,731+2.3%Added–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF164,212$5.99M0.2%+10,044+6.5%Added–
XOMExxonMobil Holdings CorpCOM49,527$5.96M0.2%+10,813+27.9%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL118,026$5.89M0.2%−1,776−1.5%Reduced–
NFLXNetflix IncStock62,036$5.82M0.2%+336+0.5%AddedConverted for a 10-for-1 splitHistory
KEXKirby CorpCOM52,718$5.81M0.2%+2,068+4.1%AddedHistory
CIENCiena CorpCOM NEW24,113$5.64M0.2%−1,638−6.4%ReducedHistory
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV44,423$5.62M0.2%−505−1.1%Reduced–
iShares Tr46429B655FLTG RATE NT ETF109,715$5.58M0.2%+2,822+2.6%Added–
Dimensional ETF Trust25434V872CORE FIXE IN ETF127,787$5.44M0.2%−15,353−10.7%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD101,688$5.11M0.2%+10,612+11.7%Added–
Vanguard Whitehall FDS921946810INTL DVD ETF54,492$4.98M0.2%−76,454−58.4%Reduced–

Options (6)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q4 2025
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$2.05M–
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$1.84M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$1.28M–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$34.0K
PDD 270617C00120000 PDD Holdings Inc CLL Opt 06/27 105.0 Cal7863999WUStock–$31.9K
Dis 260220C00120000 Disney Walt Co CLL Opt 02/26 120.0 Cal8123579LHStock–$23.1K

Sold out since Q3 2025 (243)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 243 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
PNFPPinnacle Financial Partners, Inc.COM20,320$1.91M0.1%History
AMCRAmcor plcORD201,053$1.64M0.1%History
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY45,596$881.8K<0.1%–
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF140,023$723.9K<0.1%–
ProShares Tr74347G192ULTRAPRO SHT QQQ39,558$602.5K<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF19,966$565.8K<0.1%–
AZNAstraZeneca PLCSPONSORED ADR7,232$554.8K<0.1%History
Emx Rty Corp26873J107COM97,900$504.2K<0.1%–
COOPMaverick Merger Sub 2, LLCCOM1,694$357.1K<0.1%History
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$344.6K<0.1%–
ULUnilever PLCSPON ADR NEW4,531$268.6K<0.1%History
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,893$230.2K<0.1%History
SORSource CapitalCEF4,916$221.3K<0.1%History
VRNAVerona Pharma plcSPONSORED ADS1,974$210.6K<0.1%History
TYTRI-CONTINENTAL CorpCOM6,137$208.7K<0.1%History
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM7,342$202.3K<0.1%History
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR21,009$172.5K<0.1%–
FFAFirst Trust Enhanced Equity Income FundCOM7,993$172.0K<0.1%History
Timothy Plan887432284US LARGE MID CP6,225$171.5K<0.1%–
KKellanovaStock1,438$118.0K<0.1%History
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM7,392$117.5K<0.1%History
ALEAllete IncCOM NEW1,725$114.5K<0.1%History
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS3,900$107.1K<0.1%History
iShares Tr464287515EXPANDED TECH920$105.8K<0.1%–
Kraneshares Trust500767652MOUNT LUCAS ETF3,898$105.0K<0.1%–
LNWOLight & Wonder, Inc.COM1,170$98.2K<0.1%History
QGENQiagen N.V.COMMON STOCK2,184$97.6K<0.1%History
ETF Ser Solutions26922A321DISTILLATE US1,643$95.2K<0.1%–
Timothy Plan887432276HIGH DIVIDEND3,465$90.5K<0.1%–
WNSWNS (Holdings) LtdCOM SHS1,164$88.8K<0.1%History
ProShares Ultrapro Short S&P50074349Y845ETF6,354$85.8K<0.1%–
PINCPremier, Inc.CL A2,798$77.8K<0.1%History
Direxion Shares ETF Trust25460E190DA 500 BE 3X ETF2,006$76.2K<0.1%–
Dole PLC Ord Shs256603101Stock4,338$58.3K<0.1%–
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$57.7K<0.1%History
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW860$54.7K<0.1%–
VBTXVeritex Holdings, Inc.COM1,510$50.6K<0.1%History
BRYBerry Corp (bry)COM11,844$44.8K<0.1%History
HSIIHeidrick & Struggles International IncCOM819$40.8K<0.1%History
Copel-ADR20441B605ADR4,095$40.1K<0.1%–
INFAInformatica Inc.COM CL A1,574$39.1K<0.1%History
SCSSteelcase IncCL A2,209$38.0K<0.1%History
VRNTVerint Systems IncCOM1,855$37.6K<0.1%History
IPGInterpublic Group of Companies, Inc.COM1,283$35.8K<0.1%History
Capital Grp Fixed Incm ETF T14020Y888ULTRA SHORT ETF1,184$29.9K<0.1%–
HBIHanesbrands Inc.COM3,651$24.1K<0.1%History
Metals Acquisition CorpG60409110ORD SHS1,701$20.8K<0.1%–
MRCMRC Global Inc.COM1,301$18.8K<0.1%History
SRDXSurmodics IncCOM562$16.8K<0.1%History
GNTYGuaranty Bancshares IncCOM284$13.8K<0.1%History
SEI Exchange Traded Funds81589A304QIM US LARGE VAL350$13.6K<0.1%–
HONEHarborOne Bancorp, Inc.COM NEW954$13.0K<0.1%History
iShares Tr464288117INTL TREA BD ETF267$11.4K<0.1%–
PROPROS Holdings, Inc.COM470$10.8K<0.1%History
PKEPark Aerospace CorpCOM504$10.3K<0.1%History
MSBMesabi TrustCTF BEN INT345$9.96K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A257$9.92K<0.1%History
SPDR Series Trust78464A292ST STR PFD ETF280$9.26K<0.1%–
TRMLTourmaline Bio, Inc.COM183$8.75K<0.1%History
Innovator ETFs Trust45782C722INTRNL DEV JULY250$8.17K<0.1%–
FOXFFox Factory Holding CorpCOM320$7.77K<0.1%History
FCFranklin Covey CoCOM395$7.67K<0.1%History
ODPODP CorpCOM269$7.49K<0.1%History
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$6.96K<0.1%–
WYHGWing Yip Food Holdings Group LtdADS4,723$6.09K<0.1%History
VTLEVital Energy, Inc.COM324$5.47K<0.1%History
AVDXAvidXchange Holdings, Inc.COM537$5.34K<0.1%History
iShares Tr46434V4070-5YR HI YL CP112$4.85K<0.1%–
Sandstorm Gold Ltd Com New80013R206Stock372$4.66K<0.1%–
SLMTBrera Holdings PLCCLASS B ORD150$4.50K<0.1%History
ASPNAspen Aerogels IncCOM641$4.46K<0.1%History
KOSKosmos Energy Ltd.COM2,682$4.45K<0.1%History
Aris Water Solutions, Inc.04041L106CLASS A COM180$4.44K<0.1%–
ETNB89bio, Inc.COM294$4.32K<0.1%History
KRROKorro Bio, Inc.COM89$4.26K<0.1%History
IASIntegral Ad Science Holding Corp.COM398$4.05K<0.1%History
HNVRHanover Bancorp, Inc.COM NEW180$4.04K<0.1%History
Global X FDS37954Y780INTERNET OF THNG103$4.02K<0.1%–
PHLTPerformant Healthcare IncCOM507$3.92K<0.1%History
HSAIHesai GroupSPONSORED ADS137$3.85K<0.1%History
MTSRMetsera, Inc.COM72$3.77K<0.1%History
PARPar Technology CorpCOM88$3.48K<0.1%History
TURBTurbo Energy, S.A.SPON ADS611$3.29K<0.1%History
AOUTAmerican Outdoor Brands, Inc.COM363$3.15K<0.1%History
ZIMVZimVie Inc.Stock164$3.11K<0.1%History
iShares Inc464286400MSCI BRAZIL ETF100$3.10K<0.1%–
MGRMMonogram Technologies Inc.COM511$3.00K<0.1%History
AKROAkero Therapeutics, Inc.COM60$2.85K<0.1%History
CCMConcord Medical Services Holdings LtdSPON ADR CL A440$2.70K<0.1%History
HTTHigh Templar Tech LtdSPON ADS610$2.60K<0.1%History
Alps ETF Tr00162Q478DISRUPTIVE TECH50$2.58K<0.1%–
Oneconnect Finl Technology C68248T204SPONSORED ADS338$2.56K<0.1%–
PBPBPotbelly CorpCOM149$2.54K<0.1%History
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS912$2.45K<0.1%History
LMBLimbach Holdings, Inc.COM23$2.23K<0.1%History
TICTIC Solutions, Inc.COM163$2.17K<0.1%History
TOURTuniu CorpSPONSORED ADS A2,216$2.11K<0.1%History
SPDR Index Shs FDS78463X871ST INTL CAP ETF52$2.09K<0.1%–
Global X FDS37954Y343GLBL X MLP ETF41$1.99K<0.1%–
IROQIF Bancorp, Inc.COM75$1.94K<0.1%History