EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q4 2025 to Q1 2026
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 266
- Est. +$23.7M
- Added
- 2,727
- Est. +$707.5M
- Reduced
- 1,007
- Est. −$103.4M
- Sold out
- 152
- Est. −$6.92M
Portfolio value went from $2.71B to $3.27B (+$559.1M (+20.6%)); positions from 4,266 to 4,380 (+114).
All Q1 2026 holdingsAll Q4 2025 holdings
In the shares, value and % of portfolio columns, the top figure is Q1 2026 and the gray one below is Q4 2025. For stocks that split between the two quarters, Q4 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– | 365,669192,796 | +172,873+89.7% | $159.7M$94.1M | +$75.5M | 4.9%3.5% | +1.41 |
| Vanguard Ftse Developed Markets ETF921943858 | Added– | 1,960,6791,049,797 | +910,882+86.8% | $125.6M$65.6M | +$58.4M | 3.8%2.4% | +1.42 |
| Vanguard Morningstar Value ETF922908744 | Added– | 638,267351,076 | +287,191+81.8% | $125.2M$67.1M | +$56.3M | 3.8%2.5% | +1.36 |
| Praxis FDS74006E736 | Added– | 2,399,6481,347,271 | +1,052,377+78.1% | $78.9M$49.2M | +$34.6M | 2.4%1.8% | +0.60 |
| Praxis FDS74006E744 | Added– | 2,362,6281,375,888 | +986,740+71.7% | $73.5M$41.7M | +$30.7M | 2.2%1.5% | +0.71 |
| AAPLApple Inc. | AddedHistory | 254,789183,044 | +71,745+39.2% | $64.7M$49.8M | +$18.2M | 2.0%1.8% | +0.14 |
| IAUiShares Gold Trust | ReducedHistory | 666,445723,987 | −57,542−7.9% | $58.8M$58.8M | −$5.07M | 1.8%2.2% | −0.37 |
| NVDANVIDIA Corp | AddedHistory | 273,540240,285 | +33,255+13.8% | $47.7M$44.8M | +$5.80M | 1.5%1.7% | −0.19 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 564,718347,340 | +217,378+62.6% | $44.3M$27.4M | +$17.0M | 1.4%1.0% | +0.34 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Reduced– | 479,367557,665 | −78,298−14.0% | $43.9M$51.0M | −$7.18M | 1.3%1.9% | −0.54 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 780,631424,542 | +356,089+83.9% | $42.2M$22.8M | +$19.2M | 1.3%0.8% | +0.45 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 121,57895,759 | +25,819+27.0% | $39.0M$32.1M | +$8.28M | 1.2%1.2% | +0.01 |
| Vanguard Total International Bond ETF92203J407 | Added– | 760,455392,419 | +368,036+93.8% | $36.5M$19.0M | +$17.7M | 1.1%0.7% | +0.42 |
| MSFTMicrosoft Corp | AddedHistory | 95,48869,203 | +26,285+38.0% | $35.3M$33.5M | +$9.73M | 1.1%1.2% | −0.15 |
| GOOGLAlphabet Inc. | AddedHistory | 121,438106,643 | +14,795+13.9% | $34.9M$33.4M | +$4.25M | 1.1%1.2% | −0.16 |
| AMZNAmazon Com Inc | AddedHistory | 162,143138,496 | +23,647+17.1% | $33.8M$32.0M | +$4.92M | 1.0%1.2% | −0.15 |
| Pacer US Cash Cows 100 ETF69374H881 | Added– | 518,469497,102 | +21,367+4.3% | $32.4M$29.9M | +$1.34M | 1.0%1.1% | −0.11 |
| TSLATesla, Inc. | AddedHistory | 86,48481,124 | +5,360+6.6% | $32.2M$36.5M | +$1.99M | 1.0%1.3% | −0.36 |
| AVGOBroadcom Inc. | AddedHistory | 102,97993,097 | +9,882+10.6% | $31.9M$32.2M | +$3.06M | 1.0%1.2% | −0.21 |
| Vanguard S&P 500 ETF922908363 | Added– | 48,65047,525 | +1,125+2.4% | $29.1M$29.8M | +$672.2K | 0.9%1.1% | −0.21 |
| APOApollo Global Management, Inc. | ReducedHistory | 260,401268,028 | −7,627−2.8% | $29.0M$38.8M | −$849.8K | 0.9%1.4% | −0.54 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 110,02457,614 | +52,410+91.0% | $28.8M$14.9M | +$13.7M | 0.9%0.5% | +0.33 |
| Vanguard Dividend Appreciation ETF921908844 | Added– | 126,760125,345 | +1,415+1.1% | $27.3M$27.5M | +$304.3K | 0.8%1.0% | −0.18 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Reduced– | 689,740690,258 | −518−0.1% | $26.8M$27.3M | −$20.1K | 0.8%1.0% | −0.19 |
| FBTCFidelity Wise Origin Bitcoin Fund | AddedHistory | 452,375429,503 | +22,872+5.3% | $26.7M$32.7M | +$1.35M | 0.8%1.2% | −0.39 |
| American Centy ETF Tr025072703 | Added– | 277,376186,126 | +91,250+49.0% | $23.5M$15.3M | +$7.74M | 0.7%0.6% | +0.15 |
| GOOGAlphabet Inc. | AddedHistory | 73,56650,651 | +22,915+45.2% | $21.1M$15.9M | +$6.57M | 0.6%0.6% | +0.06 |
| iShares Core S&P 500 ETF464287200 | Added– | 32,09931,949 | +150+0.5% | $21.0M$21.9M | +$98.0K | 0.6%0.8% | −0.17 |
| ETF Opportunities Trust26923N405 | Added– | 500,722316,246 | +184,476+58.3% | $20.9M$14.0M | +$7.71M | 0.6%0.5% | +0.12 |
| ASMLASML Holding NV | AddedHistory | 15,05814,992 | +66+0.4% | $19.9M$16.0M | +$87.2K | 0.6%0.6% | +0.02 |
| iShares Core Dividend Growth ETF46434V621 | Added– | 282,858272,573 | +10,285+3.8% | $19.9M$18.9M | +$721.8K | 0.6%0.7% | −0.09 |
| PLTRPalantir Technologies Inc. | AddedHistory | 135,699134,772 | +927+0.7% | $19.9M$24.0M | +$135.6K | 0.6%0.9% | −0.28 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 30,08127,086 | +2,995+11.1% | $19.6M$18.5M | +$1.95M | 0.6%0.7% | −0.08 |
| Vanguard Instl Index FD922040845 | Reduced– | 253,575427,697 | −174,122−40.7% | $19.2M$32.3M | −$13.2M | 0.6%1.2% | −0.60 |
| AMATApplied Materials Inc | ReducedHistory | 56,09357,175 | −1,082−1.9% | $19.2M$14.7M | −$369.8K | 0.6%0.5% | +0.04 |
| Capital Group Core Equity Et14020V108 | Added– | 495,894465,364 | +30,530+6.6% | $19.1M$18.7M | +$1.17M | 0.6%0.7% | −0.11 |
| Dimensional ETF Trust25434V799 | Added– | 526,521478,570 | +47,951+10.0% | $18.7M$16.5M | +$1.70M | 0.6%0.6% | −0.04 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 235,621238,835 | −3,214−1.3% | $18.7M$19.0M | −$254.8K | 0.6%0.7% | −0.13 |
| Invesco Exch Traded FD Tr II46138G698 | Added– | 158,033156,019 | +2,014+1.3% | $18.2M$17.9M | +$231.4K | 0.6%0.7% | −0.10 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Added– | 384,290200,060 | +184,230+92.1% | $18.0M$9.42M | +$8.65M | 0.6%0.3% | +0.20 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 222,339118,357 | +103,982+87.9% | $17.2M$9.22M | +$8.03M | 0.5%0.3% | +0.18 |
| Ea Series Trust02072L532 | Added– | 647,398622,811 | +24,587+3.9% | $16.4M$14.5M | +$623.8K | 0.5%0.5% | −0.03 |
| Capital Group Intl Focus EQT14019W109 | Added– | 552,499541,588 | +10,911+2.0% | $16.3M$16.0M | +$321.8K | 0.5%0.6% | −0.09 |
| Elevation Series Trust210322202 | Added– | 600,714455,163 | +145,551+32.0% | $16.1M$13.3M | +$3.90M | 0.5%0.5% | 0.00 |
| Vanguard BD Index FDS921937793 | Added– | 231,633117,916 | +113,717+96.4% | $15.9M$8.20M | +$7.82M | 0.5%0.3% | +0.18 |
| Vanguard Scottsdale FDS92206C706 | Added– | 265,925228,090 | +37,835+16.6% | $15.8M$13.7M | +$2.25M | 0.5%0.5% | −0.02 |
| Invesco QQQ Trust Series I46090E103 | Added– | 27,10926,875 | +234+0.9% | $15.6M$16.5M | +$135.1K | 0.5%0.6% | −0.13 |
| PIMCO ETF Tr72201R585 | Added– | 596,847343,780 | +253,067+73.6% | $15.6M$9.17M | +$6.63M | 0.5%0.3% | +0.14 |
| Capital Grp Fixed Incm ETF T14020Y102 | Added– | 692,902621,845 | +71,057+11.4% | $15.5M$14.1M | +$1.59M | 0.5%0.5% | −0.05 |
| METAMeta Platforms, Inc. | AddedHistory | 26,98023,637 | +3,343+14.1% | $15.4M$15.6M | +$1.91M | 0.5%0.6% | −0.10 |
| JPMJPMorgan Chase & Co | AddedHistory | 50,41235,641 | +14,771+41.4% | $14.8M$11.5M | +$4.35M | 0.5%0.4% | +0.03 |
| CRHCRH Public Ltd Co | AddedHistory | 135,164129,050 | +6,114+4.7% | $14.2M$16.1M | +$642.7K | 0.4%0.6% | −0.16 |
| iShares MSCI Eafe ETF464287465 | Reduced– | 145,421153,377 | −7,956−5.2% | $14.1M$14.7M | −$772.8K | 0.4%0.5% | −0.11 |
| WMTWalmart Inc. | AddedHistory | 113,45190,883 | +22,568+24.8% | $14.1M$10.1M | +$2.80M | 0.4%0.4% | +0.06 |
| Pgim ETF Tr69344A834 | Reduced– | 274,467289,817 | −15,350−5.3% | $14.0M$14.9M | −$785.6K | 0.4%0.5% | −0.12 |
| FANGDiamondback Energy, Inc. | AddedHistory | 70,25467,977 | +2,277+3.3% | $13.9M$10.2M | +$450.4K | 0.4%0.4% | +0.05 |
| ETF Opportunities Trust26923N397 | Added– | 499,446363,866 | +135,580+37.3% | $13.8M$10.0M | +$3.74M | 0.4%0.4% | +0.05 |
| PGRProgressive Corp | AddedHistory | 68,13367,817 | +316+0.5% | $13.5M$15.4M | +$62.6K | 0.4%0.6% | −0.16 |
| Capital Group Growth ETF14020G101 | Added– | 321,269299,777 | +21,492+7.2% | $12.9M$13.3M | +$863.8K | 0.4%0.5% | −0.10 |
| Fidelity Covington Trust31609A404 | Added– | 339,918208,720 | +131,198+62.9% | $12.6M$7.63M | +$4.88M | 0.4%0.3% | +0.11 |
| HDHome Depot, Inc. | AddedHistory | 37,21228,704 | +8,508+29.6% | $12.2M$9.88M | +$2.80M | 0.4%0.4% | +0.01 |
| Dimensional ETF Trust25434V625 | Added– | 169,271168,430 | +841+0.5% | $12.2M$12.4M | +$60.6K | 0.4%0.5% | −0.08 |
| iShares Tr464288588 | Added– | 114,489112,863 | +1,626+1.4% | $10.9M$10.7M | +$154.4K | 0.3%0.4% | −0.06 |
| KKRKKR & Co. Inc. | AddedHistory | 115,809103,193 | +12,616+12.2% | $10.7M$13.2M | +$1.17M | 0.3%0.5% | −0.16 |
| BRK.BBerkshire Hathaway Inc | ReducedHistory | 22,34923,272 | −923−4.0% | $10.7M$11.7M | −$442.3K | 0.3%0.4% | −0.10 |
| XOMExxonMobil Holdings Corp | AddedHistory | 60,92749,527 | +11,400+23.0% | $10.3M$5.96M | +$1.93M | 0.3%0.2% | +0.10 |
| AZOAutoZone Inc | AddedHistory | 3,0252,791 | +234+8.4% | $10.2M$9.46M | +$790.2K | 0.3%0.3% | −0.04 |
| Goldman Sachs ETF Tr381430107 | Added– | 228,463228,348 | +115+0.1% | $9.85M$9.81M | +$4.96K | 0.3%0.4% | −0.06 |
| Vanguard Total Bond Market ETF921937835 | Added– | 132,570117,073 | +15,497+13.2% | $9.76M$8.67M | +$1.14M | 0.3%0.3% | −0.02 |
| Vanguard Scottsdale FDS92206C102 | Added– | 162,479154,223 | +8,256+5.4% | $9.51M$9.06M | +$483.3K | 0.3%0.3% | −0.04 |
| CVXChevron Corp | AddedHistory | 45,54839,539 | +6,009+15.2% | $9.42M$6.03M | +$1.24M | 0.3%0.2% | +0.07 |
| iShares Tr464287630 | Added– | 49,5961,090 | +48,506+4,450.1% | $9.40M$197.6K | +$9.20M | 0.3%<0.1% | +0.28 |
| Dimensional ETF Trust25434V724 | Added– | 188,727180,368 | +8,359+4.6% | $9.15M$8.40M | +$405.1K | 0.3%0.3% | −0.03 |
| LLYEli Lilly & Co | AddedHistory | 9,6207,129 | +2,491+34.9% | $8.85M$7.66M | +$2.29M | 0.3%0.3% | −0.01 |
| CIENCiena Corp | ReducedHistory | 20,51224,113 | −3,601−14.9% | $7.96M$5.64M | −$1.40M | 0.2%0.2% | +0.04 |
| J P Morgan Exchange Traded F46641Q332 | Reduced– | 133,423157,373 | −23,950−15.2% | $7.56M$9.01M | −$1.36M | 0.2%0.3% | −0.10 |
| BXBlackstone Inc. | AddedHistory | 62,99756,001 | +6,996+12.5% | $7.24M$8.63M | +$804.5K | 0.2%0.3% | −0.10 |
| Vanguard World FD921910840 | Added– | 49,57131,365 | +18,206+58.0% | $7.19M$4.43M | +$2.64M | 0.2%0.2% | +0.06 |
| GSGoldman Sachs Group Inc | AddedHistory | 8,2874,936 | +3,351+67.9% | $7.01M$4.34M | +$2.83M | 0.2%0.2% | +0.05 |
| MSTRStrategy Inc | AddedHistory | 55,86152,606 | +3,255+6.2% | $6.97M$7.99M | +$406.2K | 0.2%0.3% | −0.08 |
| KEXKirby Corp | ReducedHistory | 52,15052,718 | −568−1.1% | $6.93M$5.81M | −$75.5K | 0.2%0.2% | 0.00 |
| AMGNAmgen Inc | AddedHistory | 19,68619,555 | +131+0.7% | $6.93M$6.40M | +$46.1K | 0.2%0.2% | −0.02 |
| Amplify ETF Tr032108409 | Added– | 153,62074,764 | +78,856+105.5% | $6.89M$3.33M | +$3.54M | 0.2%0.1% | +0.09 |
| GLDSPDR Gold Trust | AddedHistory | 16,00510,184 | +5,821+57.2% | $6.89M$4.04M | +$2.50M | 0.2%0.1% | +0.06 |
| NFLXNetflix Inc | AddedHistory | 69,25062,036 | +7,214+11.6% | $6.66M$5.82M | +$693.6K | 0.2%0.2% | −0.01 |
| Dimensional ETF Trust25434V401 | Added– | 93,13389,403 | +3,730+4.2% | $6.60M$6.63M | +$264.5K | 0.2%0.2% | −0.04 |
| DELLDell Technologies Inc. | AddedHistory | 39,86526,199 | +13,666+52.2% | $6.54M$3.30M | +$2.24M | 0.2%0.1% | +0.08 |
| RBARB Global Inc. | AddedHistory | 68,08467,669 | +415+0.6% | $6.53M$6.96M | +$39.8K | 0.2%0.3% | −0.06 |
| CRWDCrowdStrike Holdings, Inc. | AddedHistory | 16,47216,287 | +185+1.1% | $6.43M$7.63M | +$72.2K | 0.2%0.3% | −0.08 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | Added– | 34,88123,404 | +11,477+49.0% | $6.43M$4.15M | +$2.11M | 0.2%0.2% | +0.04 |
| Vanguard World FD921910816 | Added– | 17,48810,940 | +6,548+59.9% | $6.43M$4.52M | +$2.41M | 0.2%0.2% | +0.03 |
| COSTCostco Wholesale Corp | AddedHistory | 6,3294,724 | +1,605+34.0% | $6.31M$4.07M | +$1.60M | 0.2%0.2% | +0.04 |
| Amplify ETF Tr032108722 | Added– | 155,78941,209 | +114,580+278.0% | $6.30M$1.58M | +$4.64M | 0.2%0.1% | +0.13 |
| TPLTexas Pacific Land Corp | AddedHistory | 13,24311,159 | +2,084+18.7% | $6.28M$3.21M | +$989.0K | 0.2%0.1% | +0.07 |
| Vanguard Total World Stock ETF922042742 | Reduced– | 45,02345,773 | −750−1.6% | $6.23M$6.46M | −$103.7K | 0.2%0.2% | −0.05 |
| HOODRobinhood Markets, Inc. | AddedHistory | 89,84088,314 | +1,526+1.7% | $6.23M$9.99M | +$105.8K | 0.2%0.4% | −0.18 |
| Dimensional ETF Trust25434V807 | Reduced– | 117,830118,026 | −196−0.2% | $6.22M$5.89M | −$10.3K | 0.2%0.2% | −0.03 |
| Invesco Exch Traded FD Tr II46138G672 | Added– | 47,86344,423 | +3,440+7.7% | $6.14M$5.62M | +$441.2K | 0.2%0.2% | −0.02 |
| Pgim ETF Tr69344A784 | Added– | 122,883119,412 | +3,471+2.9% | $6.09M$6.01M | +$172.1K | 0.2%0.2% | −0.04 |
| Northern LTS FD Tr IV66538H419 | Reduced– | 161,514164,212 | −2,698−1.6% | $6.04M$5.99M | −$100.9K | 0.2%0.2% | −0.04 |
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.