EverSource Wealth Advisors, LLC
Q2 2026 13F filing
Updated 48 days ago21,449 disclosed positions worth $3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IAU iShares Gold Trust ETF | $49.1M | 650.3K | 1.65% | Added(+1737.9%) |
| 2 | V VGES VANGUARD GROWTH ETF | $45.2M | 524.7K | 1.52% | Added(+475.3%) |
| 3 | V VGES VANGUARD FTSE DEVELOPED MARKETS ETF | $35.3M | 495.4K | 1.19% | Trimmed(-3.5%) |
| 4 | A AMAT APPLIED MATLS INC COM | $35.3M | 48.8K | 1.19% | Added(+487720.0%) |
| 5 | S STT-PG STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $35M | 381.8K | 1.18% | New Position |
| 6 | V VGES VANGUARD VALUE ETF | $34.3M | 157.5K | 1.16% | Trimmed(-1.0%) |
| 7 | V VGES VANGUARD GROWTH ETF | $33.6M | 389.8K | 1.13% | Added(+327.4%) |
| 8 | ? N/A PRAXIS IMPACT LARGE CAP GROWTH ETF | $32.5M | 833.7K | 1.10% | Added(+5.1%) |
| 9 | Q QCOM PACER US CASH COWS 100 ETF | $31.7M | 509.3K | 1.07% | Added(+199641.2%) |
| 10 | V VGES VANGUARD GROWTH ETF | $31.6M | 366.3K | 1.06% | Added(+301.7%) |
| 11 | V VGES VANGUARD FTSE DEVELOPED MARKETS ETF | $30.1M | 422.5K | 1.01% | Trimmed(-17.7%) |
| 12 | A APOS APOLLO GLOBAL MGMT INC COM | $30M | 253.4K | 1.01% | Added(+175861.1%) |
| 13 | V VGES VANGUARD S&P 500 ETF | $29.8M | 43.4K | 1.00% | Added(+2171500.0%) |
| 14 | T TSLA TESLA INC COM | $29.3M | 69.8K | 0.99% | Added(+697600.0%) |
| 15 | N NVDA NVIDIA CORPORATION COM | $28.5M | 142.6K | 0.96% | Added(+22746.8%) |
| 16 | B BX VANGUARD DIVIDEND APPRECIATION ETF | $28.2M | 119.1K | 0.95% | Added(+38941.3%) |
| 17 | ? N/A PRAXIS IMPACT LARGE CAP VALUE ETF | $27.2M | 781.6K | 0.92% | Added(+3.9%) |
| 18 | A ASMLF ASML HLDG NV N Y REGISTRY SHS | $26.2M | 13.2K | 0.88% | Added(+18748.6%) |
| 19 | V VGES VANGUARD VALUE ETF | $24.9M | 114.0K | 0.84% | Trimmed(-28.3%) |
| 20 | A AAPL APPLE INC COM | $24.5M | 84.7K | 0.82% | Added(+16178.9%) |
| 21 | G GOOGN ALPHABET INC CAP STK CL A | $23.7M | 66.4K | 0.80% | Added(+19779.3%) |
| 22 | F FBTC FIDELITY WISE ORIGIN BITCOIN FUND | $23.4M | 458.9K | 0.79% | Added(+470.5%) |
| 23 | C COF-PN CAPITAL GROUP CORE EQUITY ETF | $23.1M | 518.5K | 0.78% | Added(+1571030.3%) |
| 24 | V VGES VANGUARD VALUE ETF | $22.4M | 102.9K | 0.76% | Trimmed(-35.3%) |
| 25 | ? N/A DIMENSIONAL U.S. CORE EQUITY 2 ETF | $22.4M | 504.1K | 0.75% | Added(+20525.2%) |
| 26 | A AVGO BROADCOM INC COM | $21.8M | 57.8K | 0.74% | Added(+52449.1%) |
| 27 | C COF-PN CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $21.2M | 611.1K | 0.71% | Added(+716.5%) |
| 28 | C COF-PN CAPITAL GROUP CORE PLUS INCOME ETF | $21.1M | 948.3K | 0.71% | Added(+817399.1%) |
| 29 | E ETHA ISHARES CORE DIVIDEND GROWTH ETF | $20.8M | 274.2K | 0.70% | Added(+274056.0%) |
| 30 | ? N/A PRAXIS IMPACT LARGE CAP GROWTH ETF | $20.7M | 531.1K | 0.70% | Trimmed(-33.0%) |
| 31 | A AMZN AMAZON COM INC COM | $20.3M | 85.1K | 0.68% | Added(+170054.0%) |
| 32 | I IVZ INVESCO S&P 500 REVENUE ETF | $20M | 156.4K | 0.67% | Added(+539179.3%) |
| 33 | V VGES VANGUARD TOTAL STOCK MARKET ETF | $19.7M | 53.1K | 0.66% | Added(+4681.6%) |
| 34 | Q QQQ INVESCO QQQ TRUST SERIES I | $19.4M | 26.3K | 0.65% | Added(+375514.3%) |
| 35 | ? N/A DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $18.9M | 508.5K | 0.64% | Added(+60801.9%) |
| 36 | S SPY STATE STREET SPDR S&P 500 ETF | $18.6M | 24.9K | 0.63% | Added(+1072.7%) |
| 37 | C COF-PN CAPITAL GROUP GROWTH ETF | $17.9M | 380.0K | 0.60% | Added(+25800.9%) |
| 38 | E ETHA ISHARES CORE S&P 500 ETF | $17.7M | 23.6K | 0.60% | Added(+11414.6%) |
| 39 | ? N/A PRAXIS IMPACT LARGE CAP VALUE ETF | $16.2M | 463.8K | 0.54% | Trimmed(-38.4%) |
| 40 | E ETHA ISHARES MSCI EAFE ETF | $16.1M | 154.9K | 0.54% | Added(+2582050.0%) |
| 41 | ? N/A SMI 3FOURTEEN REAL ASSET ALLOCATION ETF | $15.9M | 540.9K | 0.54% | Added(+41409.5%) |
| 42 | ? N/A EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $15.7M | 539.3K | 0.53% | Added(+641919.1%) |
| 43 | D DELL DELL TECHNOLOGIES INC CL C | $15.4M | 35.8K | 0.52% | Added(+91566.7%) |
| 44 | ? N/A AVANTIS INTERNATIONAL EQUITY ETF | $14.4M | 161.3K | 0.48% | Added(+237.0%) |
| 45 | V VGES VANGUARD TOTAL INTERNATIONAL BOND ETF | $14.2M | 293.8K | 0.48% | Trimmed(-0.0%) |
| 46 | P PLTR PALANTIR TECHNOLOGIES INC CL A | $14M | 120.4K | 0.47% | Added(+59498.0%) |
| 47 | R RH CRH PLC ORD | $13.9M | 129.9K | 0.47% | Added(+64835.0%) |
| 48 | ? N/A PGIM AAA CLO ETF | $13.9M | 271.0K | 0.47% | Added(+630172.1%) |
| 49 | P PGR PROGRESSIVE CORP COM | $13.8M | 63.0K | 0.46% | Added(+170213.5%) |
| 50 | V VGES VANGUARD SHORT-TERM BOND ETF | $13.5M | 173.3K | 0.45% | Added(+0.5%) |