13F Insight
DOSSIER · 13F-HR · Q1 2026

EverSource Wealth Advisors, LLC

EverSource Wealth's pension fund based in Chicago, IL — $3.3B in tracked AUM across 27,822 positions as of Q1 2026.

EW
EverSource Wealth·Chicago, IL·Pension Fund
CIK 0001710537 · last filed Mar 31, 2026
Total AUM
$3.3B
▲ 5.9%
vs prior
Holdings
27,822
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

EverSource Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD GROWTH ETF
$160M366K4.9%
02
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$126M2.0M3.8%
03
VTV
VANGUARD VALUE ETF
$125M638K3.8%
04
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
$79M2.4M2.4%
05
PRXV
PRAXIS IMPACT LARGE CAP VALUE ETF
$73M2.4M2.2%
06
AAPL
APPLE INC COM
$65M255K2.0%
07
IAU
iShares Gold Trust ETF
$59M666K1.8%
08
NVDA
NVIDIA CORPORATION COM
$48M274K1.5%
09
BSV
VANGUARD SHORT-TERM BOND ETF
$44M565K1.3%
10
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$44M479K1.3%

Filing history

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