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 High Dividend Yield Index ETF921946406 | Reduced– | 40,66247,895 | −7,233−15.1% | $6.02M$6.87M | −$1.07M | 0.2%0.3% | −0.07 |
| DHIHorton D R Inc | ReducedHistory | 43,29644,267 | −971−2.2% | $5.94M$6.38M | −$133.2K | 0.2%0.2% | −0.05 |
| Northern LTS FD Tr IV66537J796 | Added– | 23,4547,037 | +16,417+233.3% | $5.88M$1.75M | +$4.11M | 0.2%0.1% | +0.12 |
| VVisa Inc. | AddedHistory | 19,38817,720 | +1,668+9.4% | $5.86M$6.21M | +$504.1K | 0.2%0.2% | −0.05 |
| PANWPalo Alto Networks Inc | AddedHistory | 36,50326,357 | +10,146+38.5% | $5.85M$4.86M | +$1.63M | 0.2%0.2% | 0.00 |
| Applied Finance Ivs US Smid ETF26923W108 | New– | 224,7890 | +224,789 | $5.83M$0 | +$5.83M | 0.2%0.0% | +0.18 |
| Dimensional ETF Trust25434V864 | Reduced– | 121,215172,957 | −51,742−29.9% | $5.80M$8.29M | −$2.48M | 0.2%0.3% | −0.13 |
| Dimensional Emerging Core Equity Market ETF25434V302 | Added– | 169,072148,091 | +20,981+14.2% | $5.72M$4.82M | +$710.4K | 0.2%0.2% | 0.00 |
| iShares Core MSCI Eafe ETF46432F842 | Added– | 62,51655,686 | +6,830+12.3% | $5.66M$4.98M | +$618.3K | 0.2%0.2% | −0.01 |
| SLViShares Silver Trust | AddedHistory | 82,50363,728 | +18,775+29.5% | $5.62M$4.11M | +$1.28M | 0.2%0.2% | +0.02 |
| American Centy ETF Tr025072802 | Added– | 55,38851,428 | +3,960+7.7% | $5.53M$4.83M | +$395.4K | 0.2%0.2% | −0.01 |
| HQYHealthequity, Inc. | AddedHistory | 65,89054,345 | +11,545+21.2% | $5.51M$4.98M | +$964.8K | 0.2%0.2% | −0.02 |
| JNJJohnson & Johnson | AddedHistory | 22,52315,075 | +7,448+49.4% | $5.51M$3.12M | +$1.82M | 0.2%0.1% | +0.05 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | Added– | 25,22816,254 | +8,974+55.2% | $5.48M$3.44M | +$1.95M | 0.2%0.1% | +0.04 |
| Vanguard Whitehall FDS921946810 | Added– | 61,30654,492 | +6,814+12.5% | $5.42M$4.98M | +$602.8K | 0.2%0.2% | −0.02 |
| SOSouthern Co | AddedHistory | 53,97132,404 | +21,567+66.6% | $5.21M$2.83M | +$2.08M | 0.2%0.1% | +0.06 |
| Vanguard Star FDS921909768 | Added– | 65,93653,350 | +12,586+23.6% | $5.08M$4.02M | +$970.5K | 0.2%0.1% | +0.01 |
| MUMicron Technology Inc | AddedHistory | 14,9179,627 | +5,290+54.9% | $5.04M$2.75M | +$1.79M | 0.2%0.1% | +0.05 |
| iShares Tr46434V803 | Added– | 118,14479,142 | +39,002+49.3% | $5.02M$3.27M | +$1.66M | 0.2%0.1% | +0.03 |
| DEDeere & Co | AddedHistory | 8,8828,098 | +784+9.7% | $5.00M$3.77M | +$441.6K | 0.2%0.1% | +0.01 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | AddedHistory | 14,69311,649 | +3,044+26.1% | $4.97M$3.54M | +$1.03M | 0.2%0.1% | +0.02 |
| American Centy ETF Tr025072604 | Added– | 61,15141,929 | +19,222+45.8% | $4.93M$3.23M | +$1.55M | 0.2%0.1% | +0.03 |
| Capital Group Dividend Value14020W106 | Added– | 113,985109,566 | +4,419+4.0% | $4.85M$4.78M | +$188.0K | 0.1%0.2% | −0.03 |
| Vanguard Mun BD FDS922907746 | Reduced– | 97,016101,688 | −4,672−4.6% | $4.84M$5.11M | −$233.1K | 0.1%0.2% | −0.04 |
| First Trust Rising Dividend Achievers ETF33738R506 | Added– | 67,97066,187 | +1,783+2.7% | $4.64M$4.60M | +$121.7K | 0.1%0.2% | −0.03 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | Reduced– | 135,302135,538 | −236−0.2% | $4.60M$4.44M | −$8.02K | 0.1%0.2% | −0.02 |
| Schwab US Dividend Equity ETF808524797 | Added– | 148,934129,852 | +19,082+14.7% | $4.57M$3.56M | +$585.4K | 0.1%0.1% | +0.01 |
| First Tr Exchange-Traded FD33739Q200 | New– | 88,2810 | +88,281 | $4.40M$0 | +$4.40M | 0.1%0.0% | +0.13 |
| Dimensional ETF Trust25434V872 | Reduced– | 103,816127,787 | −23,971−18.8% | $4.38M$5.44M | −$1.01M | 0.1%0.2% | −0.07 |
| Dimensional ETF Trust25434V815 | Added– | 124,378104,061 | +20,317+19.5% | $4.36M$3.42M | +$711.9K | 0.1%0.1% | +0.01 |
| Dimensional ETF Trust25434V658 | Reduced– | 163,087186,954 | −23,867−12.8% | $4.33M$4.94M | −$634.4K | 0.1%0.2% | −0.05 |
| CRSPCRISPR Therapeutics AG | AddedHistory | 89,68357,465 | +32,218+56.1% | $4.27M$3.01M | +$1.53M | 0.1%0.1% | +0.02 |
| JBLJabil Inc | AddedHistory | 15,1147,845 | +7,269+92.7% | $4.01M$1.79M | +$1.93M | 0.1%0.1% | +0.06 |
| Timothy Plan887432342 | Added– | 93,83183,316 | +10,515+12.6% | $3.98M$3.45M | +$446.3K | 0.1%0.1% | −0.01 |
| VanEck ETF Trust92189F106 | Added– | 43,14441,150 | +1,994+4.8% | $3.96M$3.53M | +$183.0K | 0.1%0.1% | −0.01 |
| Dimensional ETF Trust25434V831 | Reduced– | 106,979269,673 | −162,694−60.3% | $3.93M$10.3M | −$5.98M | 0.1%0.4% | −0.26 |
| MSMorgan Stanley | AddedHistory | 23,07414,840 | +8,234+55.5% | $3.80M$2.63M | +$1.36M | 0.1%0.1% | +0.02 |
| iShares Tr464288877 | Added– | 50,58050,130 | +450+0.9% | $3.76M$3.58M | +$33.5K | 0.1%0.1% | −0.02 |
| MRKMerck & Co., Inc. | AddedHistory | 31,03223,202 | +7,830+33.7% | $3.73M$2.44M | +$941.9K | 0.1%0.1% | +0.02 |
| Victory Portfolios II92647X830 | Reduced– | 93,23797,832 | −4,595−4.7% | $3.68M$3.85M | −$181.4K | 0.1%0.1% | −0.03 |
| Ea Series Trust02072L375 | Added– | 104,68184,844 | +19,837+23.4% | $3.65M$2.83M | +$691.5K | 0.1%0.1% | +0.01 |
| iShares S&P 500 Growth ETF464287309 | Added– | 32,13026,037 | +6,093+23.4% | $3.63M$3.21M | +$689.2K | 0.1%0.1% | −0.01 |
| MAMastercard Inc | AddedHistory | 7,2316,264 | +967+15.4% | $3.61M$3.58M | +$483.1K | 0.1%0.1% | −0.02 |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | Added– | 106,58388,260 | +18,323+20.8% | $3.60M$3.11M | +$618.2K | 0.1%0.1% | 0.00 |
| iShares Core MSCI Emerging Markets ETF46434G103 | Added– | 51,54645,727 | +5,819+12.7% | $3.60M$3.07M | +$405.9K | 0.1%0.1% | 0.00 |
| BRK.ABerkshire Hathaway Inc | UnchangedHistory | 55 | 00.0% | $3.59M$3.77M | $0 | 0.1%0.1% | −0.03 |
| ORCLOracle Corp | AddedHistory | 24,37516,459 | +7,916+48.1% | $3.59M$3.21M | +$1.16M | 0.1%0.1% | −0.01 |
| Dimensional U.S. Targeted Value ETF25434V609 | Added– | 57,37256,820 | +552+1.0% | $3.58M$3.38M | +$34.5K | 0.1%0.1% | −0.02 |
| State Street Technology Select Sector SPDR ETF81369Y803 | Added– | 26,93524,428 | +2,507+10.3% | $3.58M$3.52M | +$333.2K | 0.1%0.1% | −0.02 |
| iShares Tr46429B655 | Reduced– | 69,977109,715 | −39,738−36.2% | $3.57M$5.58M | −$2.02M | 0.1%0.2% | −0.10 |
| Dimensional U.S. Small Cap ETF25434V500 | Reduced– | 49,47953,754 | −4,275−8.0% | $3.52M$3.75M | −$304.1K | 0.1%0.1% | −0.03 |
| MPCMarathon Petroleum Corp | AddedHistory | 14,1359,113 | +5,022+55.1% | $3.45M$1.48M | +$1.23M | 0.1%0.1% | +0.05 |
| iShares Core S&P Mid-Cap ETF464287507 | Added– | 50,78649,528 | +1,258+2.5% | $3.43M$3.27M | +$85.0K | 0.1%0.1% | −0.02 |
| PSLVSprott Physical Silver Trust | AddedHistory | 137,018121,643 | +15,375+12.6% | $3.34M$2.88M | +$375.0K | 0.1%0.1% | 0.00 |
| MCKMcKesson Corp | AddedHistory | 3,7962,281 | +1,515+66.4% | $3.28M$1.87M | +$1.31M | 0.1%0.1% | +0.03 |
| iShares Tr464287622 | Reduced– | 9,16010,502 | −1,342−12.8% | $3.27M$3.92M | −$478.5K | 0.1%0.1% | −0.04 |
| CATCaterpillar Inc | AddedHistory | 4,5984,507 | +91+2.0% | $3.26M$2.58M | +$64.5K | 0.1%0.1% | 0.00 |
| Dimensional ETF Trust25434V732 | Added– | 94,26489,550 | +4,714+5.3% | $3.26M$2.96M | +$162.9K | 0.1%0.1% | −0.01 |
| GEGeneral Electric Co | AddedHistory | 11,3999,416 | +1,983+21.1% | $3.23M$2.90M | +$562.7K | 0.1%0.1% | −0.01 |
| CSCOCisco Systems, Inc. | AddedHistory | 41,02328,323 | +12,700+44.8% | $3.18M$2.18M | +$985.4K | 0.1%0.1% | +0.02 |
| IBITiShares Bitcoin Trust ETF | AddedHistory | 82,73262,525 | +20,207+32.3% | $3.18M$3.10M | +$776.4K | 0.1%0.1% | −0.02 |
| KOCoca Cola Co | AddedHistory | 40,64726,095 | +14,552+55.8% | $3.09M$1.82M | +$1.11M | 0.1%0.1% | +0.03 |
| Pacer US Small Cap Cash Cows ETF69374H857 | Reduced– | 68,43982,305 | −13,866−16.8% | $3.07M$3.65M | −$622.2K | 0.1%0.1% | −0.04 |
| LMTLockheed Martin Corp | AddedHistory | 4,9883,303 | +1,685+51.0% | $3.01M$1.60M | +$1.02M | 0.1%0.1% | +0.03 |
| ABBVAbbVie Inc. | AddedHistory | 13,82712,010 | +1,817+15.1% | $3.01M$2.74M | +$395.2K | 0.1%0.1% | −0.01 |
| TJXTJX Companies Inc | AddedHistory | 18,73813,686 | +5,052+36.9% | $2.99M$2.10M | +$806.8K | 0.1%0.1% | +0.01 |
| GEVGE Vernova Inc. | AddedHistory | 3,4063,148 | +258+8.2% | $2.97M$2.06M | +$225.2K | 0.1%0.1% | +0.02 |
| KNXKnight-Swift Transportation Holdings Inc. | AddedHistory | 51,17042,353 | +8,817+20.8% | $2.95M$2.21M | +$507.7K | 0.1%0.1% | +0.01 |
| iShares Tr46436E718 | Added– | 28,70616,390 | +12,316+75.1% | $2.89M$1.65M | +$1.24M | 0.1%0.1% | +0.03 |
| VLOValero Energy Corp | AddedHistory | 11,6127,772 | +3,840+49.4% | $2.87M$1.27M | +$948.8K | 0.1%<0.1% | +0.04 |
| CLHClean Harbors Inc | AddedHistory | 9,9489,887 | +61+0.6% | $2.85M$2.32M | +$17.5K | 0.1%0.1% | 0.00 |
| RTXRTX Corp | AddedHistory | 14,54613,117 | +1,429+10.9% | $2.81M$2.41M | +$275.6K | 0.1%0.1% | 0.00 |
| iShares Russell 1000 Growth ETF464287614 | Added– | 6,4454,790 | +1,655+34.6% | $2.75M$2.27M | +$705.7K | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | AddedHistory | 18,81610,430 | +8,386+80.4% | $2.72M$1.49M | +$1.21M | 0.1%0.1% | +0.03 |
| MASMasco Corp | AddedHistory | 44,75144,169 | +582+1.3% | $2.70M$2.80M | +$35.1K | 0.1%0.1% | −0.02 |
| Fidelity Covington Tr31609A800 | Added– | 78,88451,654 | +27,230+52.7% | $2.69M$1.68M | +$929.9K | 0.1%0.1% | +0.02 |
| COPConocoPhillips | ReducedHistory | 20,26720,590 | −323−1.6% | $2.68M$1.93M | −$42.6K | 0.1%0.1% | +0.01 |
| LINLinde PLC | AddedHistory | 5,3724,265 | +1,107+26.0% | $2.66M$1.82M | +$548.7K | 0.1%0.1% | +0.01 |
| AMHAmerican Homes 4 Rent | ReducedHistory | 95,057100,475 | −5,418−5.4% | $2.65M$3.23M | −$151.3K | 0.1%0.1% | −0.04 |
| KLACKLA Corp | AddedHistory | 1,7931,586 | +207+13.1% | $2.64M$1.93M | +$304.7K | 0.1%0.1% | +0.01 |
| SGISomnigroup International Inc. | AddedHistory | 34,91134,342 | +569+1.7% | $2.58M$3.07M | +$42.1K | 0.1%0.1% | −0.03 |
| Pacer FDS Tr69374H709 | Added– | 55,51738,473 | +17,044+44.3% | $2.57M$1.59M | +$788.1K | 0.1%0.1% | +0.02 |
| iShares Inc46434G764 | Added– | 31,93628,546 | +3,390+11.9% | $2.51M$2.07M | +$266.7K | 0.1%0.1% | 0.00 |
| WFCWells Fargo & Company | AddedHistory | 31,45126,777 | +4,674+17.5% | $2.50M$2.50M | +$372.1K | 0.1%0.1% | −0.02 |
| AMDAdvanced Micro Devices Inc | AddedHistory | 12,25210,962 | +1,290+11.8% | $2.49M$2.35M | +$262.4K | 0.1%0.1% | −0.01 |
| iShares Tr464288158 | Added– | 23,36417,132 | +6,232+36.4% | $2.49M$1.83M | +$663.7K | 0.1%0.1% | +0.01 |
| OXYOccidental Petroleum Corp | AddedHistory | 37,93528,010 | +9,925+35.4% | $2.47M$1.15M | +$645.1K | 0.1%<0.1% | +0.03 |
| iShares MSCI USA Quality Factor ETF46432F339 | Added– | 12,82810,924 | +1,904+17.4% | $2.46M$2.17M | +$365.2K | 0.1%0.1% | 0.00 |
| iShares Russell Midcap ETF464287499 | Reduced– | 25,14125,259 | −118−0.5% | $2.44M$2.43M | −$11.5K | 0.1%0.1% | −0.01 |
| FIXComfort Systems USA Inc | AddedHistory | 1,7311,544 | +187+12.1% | $2.39M$1.44M | +$257.9K | 0.1%0.1% | +0.02 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | Added– | 46,04645,222 | +824+1.8% | $2.36M$2.34M | +$42.2K | 0.1%0.1% | −0.01 |
| Timothy Plan887432359 | Reduced– | 50,51059,969 | −9,459−15.8% | $2.35M$2.73M | −$439.3K | 0.1%0.1% | −0.03 |
| Dimensional ETF Trust25434V575 | Reduced– | 44,46159,381 | −14,920−25.1% | $2.33M$3.13M | −$782.6K | 0.1%0.1% | −0.04 |
| Invesco Exchange Traded FD T46137V357 | Added– | 12,11610,817 | +1,299+12.0% | $2.33M$2.07M | +$249.3K | 0.1%0.1% | −0.01 |
| CEGConstellation Energy Corp | AddedHistory | 8,3096,090 | +2,219+36.4% | $2.32M$2.15M | +$619.7K | 0.1%0.1% | −0.01 |
| CBChubb Ltd | ReducedHistory | 7,1167,273 | −157−2.2% | $2.32M$2.27M | −$51.2K | 0.1%0.1% | −0.01 |
| WDCWestern Digital Corp | AddedHistory | 8,5487,105 | +1,443+20.3% | $2.31M$1.22M | +$390.3K | 0.1%<0.1% | +0.03 |
| State Street SPDR S&P Biotech ETF78464A870 | Reduced– | 18,09228,718 | −10,626−37.0% | $2.31M$3.50M | −$1.36M | 0.1%0.1% | −0.06 |
| PHYSSprott Physical Gold Trust | AddedHistory | 65,20156,518 | +8,683+15.4% | $2.31M$1.87M | +$307.7K | 0.1%0.1% | 0.00 |
| Northern LTS FD Tr IV66538H534 | Reduced– | 48,57687,608 | −39,032−44.6% | $2.29M$3.95M | −$1.84M | 0.1%0.1% | −0.08 |
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.