EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q1 2026 to Q2 2026
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 212
- Est. +$17.7M
- Added
- 1,404
- Est. +$120.9M
- Reduced
- 2,413
- Est. −$796.8M
- Sold out
- 207
- Est. −$17.4M
Portfolio value went from $3.27B to $2.96B (−$307.8M (−9.4%)); positions from 4,380 to 4,385 (+5).
All Q2 2026 holdingsAll Q1 2026 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2026 and the gray one below is Q1 2026. For stocks that split between the two quarters, Q1 2026 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 | ReducedConverted for a 6-for-1 split– | 1,282,3402,194,014 | −911,674−41.6% | $110.5M$159.7M | −$78.5M | 3.7%4.9% | −1.15 |
| Vanguard Morningstar Value ETF922908744 | Reduced– | 376,246638,267 | −262,021−41.1% | $82.0M$125.2M | −$57.1M | 2.8%3.8% | −1.06 |
| Vanguard Ftse Developed Markets ETF921943858 | Reduced– | 1,010,1011,960,679 | −950,578−48.5% | $72.0M$125.6M | −$67.7M | 2.4%3.8% | −1.41 |
| Praxis FDS74006E736 | Reduced– | 1,509,7652,399,648 | −889,883−37.1% | $58.9M$78.9M | −$34.7M | 2.0%2.4% | −0.42 |
| AAPLApple Inc. | ReducedHistory | 191,650254,789 | −63,139−24.8% | $55.5M$64.7M | −$18.3M | 1.9%2.0% | −0.11 |
| Praxis FDS74006E744 | Reduced– | 1,440,0182,362,628 | −922,610−39.1% | $50.2M$73.5M | −$32.1M | 1.7%2.2% | −0.55 |
| IAUiShares Gold Trust | ReducedHistory | 655,374666,445 | −11,071−1.7% | $49.5M$58.8M | −$836.0K | 1.7%1.8% | −0.13 |
| NVDANVIDIA Corp | ReducedHistory | 242,540273,540 | −31,000−11.3% | $48.5M$47.7M | −$6.20M | 1.6%1.5% | +0.18 |
| AMATApplied Materials Inc | ReducedHistory | 51,87856,093 | −4,215−7.5% | $37.5M$19.2M | −$3.05M | 1.3%0.6% | +0.68 |
| GOOGLAlphabet Inc. | ReducedHistory | 103,812121,438 | −17,626−14.5% | $37.1M$34.9M | −$6.30M | 1.3%1.1% | +0.18 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Reduced– | 382,859479,367 | −96,508−20.1% | $35.1M$43.9M | −$8.84M | 1.2%1.3% | −0.16 |
| TSLATesla, Inc. | ReducedHistory | 81,29986,484 | −5,185−6.0% | $34.2M$32.2M | −$2.18M | 1.2%1.0% | +0.17 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 90,866121,578 | −30,712−25.3% | $33.6M$39.0M | −$11.4M | 1.1%1.2% | −0.06 |
| AMZNAmazon Com Inc | ReducedHistory | 140,524162,143 | −21,619−13.3% | $33.5M$33.8M | −$5.15M | 1.1%1.0% | +0.10 |
| AVGOBroadcom Inc. | ReducedHistory | 87,009102,979 | −15,970−15.5% | $32.9M$31.9M | −$6.03M | 1.1%1.0% | +0.13 |
| Pacer US Cash Cows 100 ETF69374H881 | Reduced– | 510,235518,469 | −8,234−1.6% | $31.7M$32.4M | −$512.2K | 1.1%1.0% | +0.08 |
| Vanguard S&P 500 ETF922908363 | Reduced– | 45,76048,650 | −2,890−5.9% | $31.4M$29.1M | −$1.98M | 1.1%0.9% | +0.17 |
| APOApollo Global Management, Inc. | ReducedHistory | 254,392260,401 | −6,009−2.3% | $30.1M$29.0M | −$710.9K | 1.0%0.9% | +0.13 |
| MSFTMicrosoft Corp | ReducedHistory | 80,32695,488 | −15,162−15.9% | $30.0M$35.3M | −$5.66M | 1.0%1.1% | −0.07 |
| Vanguard Dividend Appreciation ETF921908844 | Reduced– | 123,689126,760 | −3,071−2.4% | $29.3M$27.3M | −$726.7K | 1.0%0.8% | +0.15 |
| Vanguard Short-Term Bond ETF921937827 | Reduced– | 369,592564,718 | −195,126−34.6% | $28.8M$44.3M | −$15.2M | 1.0%1.4% | −0.38 |
| ASMLASML Holding NV | ReducedHistory | 14,13915,058 | −919−6.1% | $28.1M$19.9M | −$1.83M | 0.9%0.6% | +0.34 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Reduced– | 580,195689,740 | −109,545−15.9% | $25.7M$26.8M | −$4.86M | 0.9%0.8% | +0.05 |
| Vanguard Ftse Emerging Markets ETF922042858 | Reduced– | 414,758780,631 | −365,873−46.9% | $24.8M$42.2M | −$21.8M | 0.8%1.3% | −0.45 |
| FBTCFidelity Wise Origin Bitcoin Fund | AddedHistory | 458,888452,375 | +6,513+1.4% | $23.4M$26.7M | +$332.5K | 0.8%0.8% | −0.03 |
| Capital Group Core Equity Et14020V108 | Added– | 521,110495,894 | +25,216+5.1% | $23.2M$19.1M | +$1.12M | 0.8%0.6% | +0.20 |
| SPYSPDR S&P 500 ETF Trust | AddedHistory | 30,40330,081 | +322+1.1% | $22.7M$19.6M | +$240.5K | 0.8%0.6% | +0.17 |
| iShares Core S&P 500 ETF464287200 | Reduced– | 28,27632,099 | −3,823−11.9% | $21.2M$21.0M | −$2.86M | 0.7%0.6% | +0.07 |
| Capital Grp Fixed Incm ETF T14020Y102 | Added– | 949,401692,902 | +256,499+37.0% | $21.2M$15.5M | +$5.72M | 0.7%0.5% | +0.24 |
| Capital Group Intl Focus EQT14019W109 | Added– | 611,144552,499 | +58,645+10.6% | $21.2M$16.3M | +$2.03M | 0.7%0.5% | +0.22 |
| iShares Core Dividend Growth ETF46434V621 | Reduced– | 275,263282,858 | −7,595−2.7% | $20.9M$19.9M | −$575.6K | 0.7%0.6% | +0.10 |
| American Centy ETF Tr025072703 | Reduced– | 231,308277,376 | −46,068−16.6% | $20.6M$23.5M | −$4.11M | 0.7%0.7% | −0.02 |
| Invesco Exch Traded FD Tr II46138G698 | Reduced– | 156,391158,033 | −1,642−1.0% | $20.0M$18.2M | −$209.8K | 0.7%0.6% | +0.12 |
| Vanguard Total International Bond ETF92203J407 | Reduced– | 411,825760,455 | −348,630−45.8% | $19.9M$36.5M | −$16.9M | 0.7%1.1% | −0.44 |
| Invesco QQQ Trust Series I46090E103 | Reduced– | 26,83627,109 | −273−1.0% | $19.8M$15.6M | −$201.0K | 0.7%0.5% | +0.19 |
| Ea Series Trust02072L532 | Added– | 674,171647,398 | +26,773+4.1% | $19.7M$16.4M | +$781.5K | 0.7%0.5% | +0.16 |
| ETF Opportunities Trust26923N405 | Reduced– | 425,032500,722 | −75,690−15.1% | $19.7M$20.9M | −$3.50M | 0.7%0.6% | +0.02 |
| Dimensional ETF Trust25434V799 | Reduced– | 524,928526,521 | −1,593−0.3% | $19.6M$18.7M | −$59.4K | 0.7%0.6% | +0.09 |
| GOOGAlphabet Inc. | ReducedHistory | 51,19073,566 | −22,376−30.4% | $18.1M$21.1M | −$7.91M | 0.6%0.6% | −0.03 |
| Capital Group Growth ETF14020G101 | Added– | 381,423321,269 | +60,154+18.7% | $18.0M$12.9M | +$2.84M | 0.6%0.4% | +0.21 |
| Vanguard Morningstar Small-Cap ETF922908751 | Reduced– | 58,318110,024 | −51,706−47.0% | $17.7M$28.8M | −$15.7M | 0.6%0.9% | −0.28 |
| DELLDell Technologies Inc. | ReducedHistory | 38,63639,865 | −1,229−3.1% | $16.7M$6.54M | −$530.3K | 0.6%0.2% | +0.36 |
| iShares MSCI Eafe ETF464287465 | Added– | 154,929145,421 | +9,508+6.5% | $16.1M$14.1M | +$987.7K | 0.5%0.4% | +0.11 |
| ETF Opportunities Trust26923N397 | Added– | 540,869499,446 | +41,423+8.3% | $15.9M$13.8M | +$1.22M | 0.5%0.4% | +0.12 |
| PLTRPalantir Technologies Inc. | ReducedHistory | 127,814135,699 | −7,885−5.8% | $14.9M$19.9M | −$919.9K | 0.5%0.6% | −0.10 |
| PIMCO ETF Tr72201R585 | Reduced– | 556,814596,847 | −40,033−6.7% | $14.8M$15.6M | −$1.06M | 0.5%0.5% | +0.02 |
| Vanguard Instl Index FD922040845 | Reduced– | 194,532253,575 | −59,043−23.3% | $14.7M$19.2M | −$4.47M | 0.5%0.6% | −0.09 |
| Vanguard Scottsdale FDS92206C706 | Reduced– | 247,096265,925 | −18,829−7.1% | $14.6M$15.8M | −$1.11M | 0.5%0.5% | +0.01 |
| PGRProgressive Corp | ReducedHistory | 66,00768,133 | −2,126−3.1% | $14.4M$13.5M | −$464.4K | 0.5%0.4% | +0.07 |
| CRHCRH Public Ltd Co | ReducedHistory | 134,019135,164 | −1,145−0.8% | $14.3M$14.2M | −$122.5K | 0.5%0.4% | +0.05 |
| Pgim ETF Tr69344A834 | Reduced– | 271,017274,467 | −3,450−1.3% | $13.9M$14.0M | −$176.9K | 0.5%0.4% | +0.04 |
| METAMeta Platforms, Inc. | ReducedHistory | 24,25926,980 | −2,721−10.1% | $13.7M$15.4M | −$1.53M | 0.5%0.5% | −0.01 |
| MUMicron Technology Inc | ReducedHistory | 10,98714,917 | −3,930−26.3% | $12.7M$5.04M | −$4.54M | 0.4%0.2% | +0.27 |
| Dimensional ETF Trust25434V625 | Reduced– | 153,132169,271 | −16,139−9.5% | $12.6M$12.2M | −$1.32M | 0.4%0.4% | +0.05 |
| Elevation Series Trust210322202 | Reduced– | 409,027600,714 | −191,687−31.9% | $12.2M$16.1M | −$5.70M | 0.4%0.5% | −0.08 |
| FANGDiamondback Energy, Inc. | ReducedHistory | 69,03970,254 | −1,215−1.7% | $12.1M$13.9M | −$213.6K | 0.4%0.4% | −0.02 |
| CRWDCrowdStrike Holdings, Inc. | ReducedHistory | 15,52616,472 | −946−5.7% | $11.8M$6.43M | −$721.9K | 0.4%0.2% | +0.20 |
| JPMJPMorgan Chase & Co | ReducedHistory | 35,95050,412 | −14,462−28.7% | $11.8M$14.8M | −$4.73M | 0.4%0.5% | −0.06 |
| iShares Russell 2000 Growth ETF464287648 | Added– | 29,733229 | +29,504+12,883.8% | $11.7M$71.9K | +$11.6M | 0.4%<0.1% | +0.39 |
| Vanguard Scottsdale FDS92206C102 | Added– | 198,148162,479 | +35,669+22.0% | $11.5M$9.51M | +$2.08M | 0.4%0.3% | +0.10 |
| Fidelity Covington Trust31609A404 | Reduced– | 275,674339,918 | −64,244−18.9% | $11.1M$12.6M | −$2.58M | 0.4%0.4% | −0.01 |
| Goldman Sachs ETF Tr381430107 | Added– | 230,319228,463 | +1,856+0.8% | $10.5M$9.85M | +$84.8K | 0.4%0.3% | +0.05 |
| iShares Tr464288588 | Reduced– | 111,311114,489 | −3,178−2.8% | $10.5M$10.9M | −$300.4K | 0.4%0.3% | +0.02 |
| KKRKKR & Co. Inc. | ReducedHistory | 108,313115,809 | −7,496−6.5% | $9.94M$10.7M | −$688.0K | 0.3%0.3% | +0.01 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | Reduced– | 212,186384,290 | −172,104−44.8% | $9.93M$18.0M | −$8.06M | 0.3%0.6% | −0.22 |
| Vanguard Total Bond Market ETF921937835 | Reduced– | 131,163132,570 | −1,407−1.1% | $9.63M$9.76M | −$103.3K | 0.3%0.3% | +0.03 |
| BRK.BBerkshire Hathaway Inc | ReducedHistory | 19,22722,349 | −3,122−14.0% | $9.62M$10.7M | −$1.56M | 0.3%0.3% | 0.00 |
| PANWPalo Alto Networks Inc | ReducedHistory | 28,17836,503 | −8,325−22.8% | $9.61M$5.85M | −$2.84M | 0.3%0.2% | +0.15 |
| Vanguard Intermediate-Term Bond ETF921937819 | Reduced– | 124,258222,339 | −98,081−44.1% | $9.53M$17.2M | −$7.52M | 0.3%0.5% | −0.20 |
| HOODRobinhood Markets, Inc. | AddedHistory | 94,09689,840 | +4,256+4.7% | $9.44M$6.23M | +$426.8K | 0.3%0.2% | +0.13 |
| WMTWalmart Inc. | ReducedHistory | 81,600113,451 | −31,851−28.1% | $9.24M$14.1M | −$3.61M | 0.3%0.4% | −0.12 |
| AZOAutoZone Inc | ReducedHistory | 2,7883,025 | −237−7.8% | $8.91M$10.2M | −$757.3K | 0.3%0.3% | −0.01 |
| LLYEli Lilly & Co | ReducedHistory | 7,3789,620 | −2,242−23.3% | $8.85M$8.85M | −$2.69M | 0.3%0.3% | +0.03 |
| Vanguard BD Index FDS921937793 | Reduced– | 123,953231,633 | −107,680−46.5% | $8.54M$15.9M | −$7.42M | 0.3%0.5% | −0.20 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | Added– | 164,24746,046 | +118,201+256.7% | $8.42M$2.36M | +$6.06M | 0.3%0.1% | +0.21 |
| POOLPool Corp | AddedHistory | 37,236923 | +36,313+3,934.2% | $8.00M$186.8K | +$7.80M | 0.3%<0.1% | +0.26 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 139,974133,423 | +6,551+4.9% | $7.91M$7.56M | +$370.0K | 0.3%0.2% | +0.04 |
| CIENCiena Corp | ReducedHistory | 15,87720,512 | −4,635−22.6% | $7.79M$7.96M | −$2.27M | 0.3%0.2% | +0.02 |
| Dimensional ETF Trust25434V401 | Added– | 93,26393,133 | +130+0.1% | $7.64M$6.60M | +$10.7K | 0.3%0.2% | +0.06 |
| Northern LTS FD Tr IV66537J796 | Added– | 26,54223,454 | +3,088+13.2% | $7.59M$5.88M | +$883.4K | 0.3%0.2% | +0.08 |
| Capital Group Dividend Value14020W106 | Added– | 153,273113,985 | +39,288+34.5% | $7.55M$4.85M | +$1.94M | 0.3%0.1% | +0.11 |
| HQYHealthequity, Inc. | AddedHistory | 83,39365,890 | +17,503+26.6% | $7.53M$5.51M | +$1.58M | 0.3%0.2% | +0.09 |
| HDHome Depot, Inc. | ReducedHistory | 21,33837,212 | −15,874−42.7% | $7.53M$12.2M | −$5.60M | 0.3%0.4% | −0.12 |
| BXBlackstone Inc. | AddedHistory | 63,71462,997 | +717+1.1% | $7.50M$7.24M | +$84.4K | 0.3%0.2% | +0.03 |
| RBARB Global Inc. | ReducedHistory | 64,12268,084 | −3,962−5.8% | $7.47M$6.53M | −$461.4K | 0.3%0.2% | +0.05 |
| Vanguard Total World Stock ETF922042742 | Added– | 45,58545,023 | +562+1.2% | $7.15M$6.23M | +$88.2K | 0.2%0.2% | +0.05 |
| KEXKirby Corp | ReducedHistory | 52,08452,150 | −66−0.1% | $7.08M$6.93M | −$8.97K | 0.2%0.2% | +0.03 |
| Invesco Exch Traded FD Tr II46138G672 | Reduced– | 47,60347,863 | −260−0.5% | $6.96M$6.14M | −$38.0K | 0.2%0.2% | +0.05 |
| Amplify ETF Tr032108722 | Added– | 165,082155,789 | +9,293+6.0% | $6.93M$6.30M | +$390.3K | 0.2%0.2% | +0.04 |
| Dimensional Emerging Core Equity Market ETF25434V302 | Added– | 171,979169,072 | +2,907+1.7% | $6.92M$5.72M | +$116.9K | 0.2%0.2% | +0.06 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 86,651235,621 | −148,970−63.2% | $6.85M$18.7M | −$11.8M | 0.2%0.6% | −0.34 |
| AMDAdvanced Micro Devices Inc | ReducedHistory | 11,54212,252 | −710−5.8% | $6.70M$2.49M | −$412.4K | 0.2%0.1% | +0.15 |
| Amplify ETF Tr032108409 | Reduced– | 144,310153,620 | −9,310−6.1% | $6.59M$6.89M | −$425.5K | 0.2%0.2% | +0.01 |
| Dimensional ETF Trust25434V724 | Reduced– | 119,826188,727 | −68,901−36.5% | $6.59M$9.15M | −$3.79M | 0.2%0.3% | −0.06 |
| GNRCGenerac Holdings Inc. | AddedHistory | 22,4799,017 | +13,462+149.3% | $6.58M$1.76M | +$3.94M | 0.2%0.1% | +0.17 |
| Vanguard High Dividend Yield Index ETF921946406 | Added– | 41,63240,662 | +970+2.4% | $6.58M$6.02M | +$153.3K | 0.2%0.2% | +0.04 |
| CVXChevron Corp | ReducedHistory | 39,46245,548 | −6,086−13.4% | $6.54M$9.42M | −$1.01M | 0.2%0.3% | −0.07 |
| AMGNAmgen Inc | ReducedHistory | 17,47719,686 | −2,209−11.2% | $6.33M$6.93M | −$799.9K | 0.2%0.2% | 0.00 |
| Northern LTS FD Tr IV66538H419 | Added– | 163,517161,514 | +2,003+1.2% | $6.23M$6.04M | +$76.4K | 0.2%0.2% | +0.03 |
| First Trust Rising Dividend Achievers ETF33738R506 | Added– | 76,91667,970 | +8,946+13.2% | $6.23M$4.64M | +$725.1K | 0.2%0.1% | +0.07 |
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.