13F Insight
DOSSIER · 13F-HR · Q2 2026

EverSource Wealth Advisors, LLC

$3.0B in tracked AUM across 21,449 positions as of Q2 2026.

EW
CIK 0001710537 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
21,449
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

EverSource Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD GROWTH ETF
$110M1.3M3.7%02
VTV
VANGUARD VALUE ETF
$82M376K2.8%03
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$72M1.0M2.4%04
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
$59M1.5M2.0%05
AAPL
APPLE INC COM
$55M192K1.9%06
PRXV
PRAXIS IMPACT LARGE CAP VALUE ETF
$50M1.4M1.7%07
IAU
iShares Gold Trust ETF
$49M655K1.7%08
NVDA
NVIDIA CORPORATION COM
$49M243K1.6%09
AMAT
APPLIED MATLS INC COM
$38M52K1.3%10
GOOGL
ALPHABET INC CAP STK CL A
$37M104K1.2%

Filing history

2026Q2Jun 30
$3.0B▼ 9.5%
21,449 positionsView →2026Q1Mar 31
$3.3B▲ 20.7%
27,822 positionsView →2025Q4Dec 31
$2.7B▲ 7.5%
19,481 positionsView →2025Q3Sep 30
$2.5B▲ 14.2%
11,995 positionsView →2025Q2Jun 30
$2.2B▲ 21.6%
12,073 positionsLocked2025Q1Mar 31
$1.8B▲ 2.4%
10,570 positionsLocked2024Q4Dec 31
$1.8B▲ 12.6%
11,742 positionsLocked2024Q3Sep 30
$1.6B▲ 4.9%
9,186 positionsLocked2024Q2Jun 30
$1.5B▲ 18.4%
9,115 positionsLocked2024Q1Mar 31
$1.3B▲ 16.5%
8,230 positionsLocked2023Q4Dec 31
$1.1B▲ 15.8%
6,812 positionsLocked2023Q3Sep 30
$943M▲ 3.9%
5,614 positionsLocked
Showing 12 of 19