Funds › EverSource Wealth Advisors, LLC
EverSource Wealth Advisors, LLC
13F for Q3 2026, filed Nov 4, 2026. 4,539 positions worth $3.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 4, 2026
Reported value
$3.1B
+$139.0M (4.7%) vs Q2 2026
Positions
4,539
4,382 in Q2 2026
Top 10 share
20.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds Mrngstr Grwt Etf | 1.31M | $117.6M | 3.8% | +1.8% | 13F ↗ |
| 2 | Vanguard Index Fds Mrngstr Val Etf | 377,745 | $81.6M | 2.6% | +0.4% | 13F ↗ |
| 3 | Vanguard Tax-Managed Fds | 995,396 | $70.3M | 2.3% | -1.5% | 13F ↗ |
| 4 | AAPL Apple Inc. | 203,719 | $67.8M | 2.2% | +6.3% | 13F ↗ |
| 5 | Praxis Fds Impa La Grow Etf | 1.54M | $62.9M | 2.0% | +2.1% | 13F ↗ |
| 6 | NVDA NVIDIA Corporation | 254,186 | $58.1M | 1.9% | +4.8% | 13F ↗ |
| 7 | Praxis Fds Impa La Valu Etf | 1.45M | $50.2M | 1.6% | +0.7% | 13F ↗ |
| 8 | Spdr Series Trust St Str Blo 1 Etf | 462,027 | $42.3M | 1.4% | +20.7% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 79,833 | $40.9M | 1.3% | -0.6% | 13F ↗ |
| 10 | IAU iShares Gold Trust · Ishares New | 507,143 | $39.6M | 1.3% | -22.6% | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 147,546 | $36.8M | 1.2% | +5.0% | 13F ↗ |
| 12 | GOOGL Alphabet Inc. Class A | 104,610 | $36.0M | 1.2% | +0.8% | 13F ↗ |
| 13 | FBTC Fidelity Wise Origin Bitcoin Fund | 486,894 | $35.4M | 1.1% | +6.1% | 13F ↗ |
| 14 | Vanguard Index Fds Mrngstr Ttl Stk | 93,127 | $34.9M | 1.1% | +2.5% | 13F ↗ |
| 15 | Pacer Fds Tr Us Cash Cows 100 | 500,875 | $33.4M | 1.1% | -1.8% | 13F ↗ |
| 16 | Vanguard Index Fds S&P 500 Etf Shs | 45,166 | $31.7M | 1.0% | -1.3% | 13F ↗ |
| 17 | AVGO Broadcom Inc. | 85,293 | $30.0M | 1.0% | -2.0% | 13F ↗ |
| 18 | Vanguard Specialized Funds Div App Etf | 128,242 | $29.9M | 1.0% | +3.7% | 13F ↗ |
| 19 | TSLA Tesla, Inc. | 83,340 | $29.6M | 1.0% | +2.5% | 13F ↗ |
| 20 | Vanguard Bd Index Fds Short Trm Bond | 382,784 | $29.2M | 0.9% | +3.6% | 13F ↗ |
| 21 | APO Apollo Global Management, Inc. | 241,673 | $28.0M | 0.9% | -5.0% | 13F ↗ |
| 22 | Dfa Invt Dimensions Group Inc U.S. Core Etf | 618,032 | $27.5M | 0.9% | New | 13F ↗ |
| 23 | ASML ASML Holding N.V. · Equities | 14,176 | $25.7M | 0.8% | +0.3% | 13F ↗ |
| 24 | AMAT Applied Materials, Inc. | 50,186 | $25.7M | 0.8% | -3.3% | 13F ↗ |
| 25 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 32,606 | $24.9M | 0.8% | +7.2% | 13F ↗ |
| 26 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 409,751 | $24.3M | 0.8% | -1.2% | 13F ↗ |
| 27 | Capital Group Core Equity Et Units | 539,867 | $24.0M | 0.8% | +3.6% | 13F ↗ |
| 28 | PLTR Palantir Technologies Inc. | 125,760 | $23.5M | 0.8% | -1.6% | 13F ↗ |
| 29 | Capital Group International Focus Eqt Units | 671,144 | $23.0M | 0.7% | +9.8% | 13F ↗ |
| 30 | American Centy ETF Tr Intl Eqt Etf | 247,287 | $22.3M | 0.7% | +6.9% | 13F ↗ |
| 31 | ETF Opportunities Trust Applied Fina Val | 452,701 | $22.0M | 0.7% | +6.5% | 13F ↗ |
| 32 | Dimensional ETF Trust Intl Core Equity | 568,142 | $21.4M | 0.7% | +8.2% | 13F ↗ |
| 33 | Capital Group Growth ETF Units | 447,482 | $21.2M | 0.7% | +17.3% | 13F ↗ |
| 34 | iShares Tr Core Div Grwth | 276,657 | $20.9M | 0.7% | +0.5% | 13F ↗ |
| 35 | Invesco Exch Traded Fd Tr II S&P 500 Revenue | 154,672 | $19.9M | 0.6% | -1.1% | 13F ↗ |
| 36 | Capital Grp Fixed Incm ETF T Core Plus Incm | 934,289 | $19.8M | 0.6% | -1.6% | 13F ↗ |
| 37 | Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 260,573 | $19.7M | 0.6% | +33.9% | 13F ↗ |
| 38 | Invesco Qqq Tr | 26,454 | $19.6M | 0.6% | -1.4% | 13F ↗ |
| 39 | Ea Series Trust Brid Omn Sma Etf | 691,997 | $19.3M | 0.6% | +2.6% | 13F ↗ |
| 40 | Vanguard Charlotte Fds Total Int Bd Etf | 409,630 | $19.2M | 0.6% | -0.5% | 13F ↗ |
| 41 | iShares Tr Core S&P500 Etf | 24,886 | $19.1M | 0.6% | -12.0% | 13F ↗ |
| 42 | DELL Dell Technologies Inc. | 35,090 | $18.9M | 0.6% | -9.2% | 13F ↗ |
| 43 | GOOG Alphabet Inc. Class C | 54,599 | $18.6M | 0.6% | +6.7% | 13F ↗ |
| 44 | META Meta Platforms, Inc. | 23,959 | $17.4M | 0.6% | -1.2% | 13F ↗ |
| 45 | CRWD CrowdStrike Holdings, Inc. | 63,098 | $16.7M | 0.5% | +1.6% | 13F ↗ |
| 46 | ETF Opportunities Trust Smi Real Etf | 557,128 | $16.7M | 0.5% | +3.0% | 13F ↗ |
| 47 | Vanguard Index Fds Mrngstr Sml Cap | 57,958 | $16.5M | 0.5% | -0.6% | 13F ↗ |
| 48 | iShares Tr Msci Eafe Etf | 158,406 | $16.5M | 0.5% | +2.2% | 13F ↗ |
| 49 | Pimco ETF Tr Multisector Bd | 634,024 | $16.1M | 0.5% | +13.9% | 13F ↗ |
| 50 | Vanguard Scottsdale Fds Inter Term Treas | 265,550 | $15.0M | 0.5% | +7.5% | 13F ↗ |
Showing the top 50 of 4,539 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
350 new, 2,203 added to, 1,546 trimmed, 193 exited, 443 unchanged. By estimated dollars.
New positions (350)
| Dfa Invt Dimensions Group Inc U.S. Core Etf | 618,032 | New | $27.5M |
| iShares Ethereum Trust ETF Etf | 374,933 | New | $7.5M |
| Dfa Invt Dimensions Group In U.S. High Relati | 99,836 | New | $4.2M |
| Dfa Invt Dimensions Group Inc U.S. Trgtd Etf | 56,377 | New | $3.7M |
| Dfa Invt Dimensions Group Inc U.S. Sml Etf | 38,170 | New | $3.0M |
| Spdr Series Trust St Str Sp Home | 15,850 | New | $1.5M |
| Schwab Strategic Tr Mun Bd Etf | 43,561 | New | $1.1M |
| Pimco ETF Tr Shtrm Mun Bd Act | 20,449 | New | $1.0M |
| Vanguard International Equity Index F Ftse Europe Etf | 9,329 | — | $809.7K |
| iShares Tr Etf | 9,056 | New | $770.8K |
Added to (2,203)
| iShares Tr Cre U S Reit Etf | 197,075 | +53164% | $12.1M |
| Vanguard Scottsdale Fds Vng RUS1000VAL | 108,766 | +2932% | $11.4M |
| Spdr Series Trust St Str Blo 1 Etf | 462,027 | +20.7% | $7.3M |
| Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 260,573 | +33.9% | $5.0M |
| GNRC Generac Holdlings Inc. | 42,847 | +90.6% | $4.2M |
| AAPL Apple Inc. | 203,719 | +6.3% | $4.0M |
| Spdr Series Trust St Str Sp Biot | 25,184 | +2020% | $3.8M |
| iShares Tr 0-3 Mth Treasury | 75,053 | +90.7% | $3.6M |
| Capital Group Growth ETF Units | 447,482 | +17.3% | $3.1M |
| iShares Tr Core S&P Ttl Stk | 20,406 | +705% | $3.0M |
Trimmed (1,546)
| IAU iShares Gold Trust · Ishares New | 507,143 | -22.6% | -$11.6M |
| iShares Tr Rus 2000 Grw Etf | 508 | -98.3% | -$10.4M |
| First Tr Exchange-Traded Fd Fst Low Oppt Eft | 31,980 | -67.2% | -$3.2M |
| iShares Tr Core S&P500 Etf | 24,886 | -12.0% | -$2.6M |
| Invesco Actvely Mngd Etc Fd Etf | 6,088 | -94.9% | -$2.2M |
| DELL Dell Technologies Inc. | 35,090 | -9.2% | -$1.9M |
| BRK-A Berkshire Hathaway Inc. Class A | 3 | -40.0% | -$1.5M |
| APO Apollo Global Management, Inc. | 241,673 | -5.0% | -$1.5M |
| Invesco Exchange Traded Fd T Aerospace Defn | 913 | -90.4% | -$1.3M |
| Volatility Shs Tr 2X Bitcoin Etf | 11,276 | -84.8% | -$1.2M |
Exited (193)
| Dimensional ETF Trust Us Cor Equ 2 Etf | 580,195 | Exited | -$25.7M |
| Dimensional ETF Trust Us Cor Equ 1 Etf | 153,132 | Exited | -$12.6M |
| Dimensional ETF Trust Us High Prof Etf | 95,547 | Exited | -$4.0M |
| Dimensional ETF Trust Us Targeted Vlu | 56,377 | Exited | -$3.9M |
| Dimensional ETF Trust Us Small Cap Etf | 40,345 | Exited | -$3.3M |
| AB Active Etfs Inc Ultra Short Incm | 20,782 | Exited | -$1.0M |
| Strategy Inc | 16,355 | Exited | -$962.0K |
| FNGD Bank of Montreal · Microsectors Fa | 19,998 | Exited | -$743.1K |
| Angel Oak Funds Trust Oak Ultrashort | 11,694 | Exited | -$596.5K |
| Proshares Tr | 14,999 | Exited | -$556.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 4,548 | $3.1B | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 4,392 | $3.0B | Current | SEC ↗ |
| Q1 2026 | May 18, 2026 | 13F-HR/A (restatement) | 4,386 | $3.3B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 4,386 | $3.3B | Replaced | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 4,272 | $2.7B | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 4,322 | $2.5B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 4,249 | $2.2B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 4,018 | $1.8B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer