Q2 2026 13F · SEC CIK 1710537

EverSource Wealth Advisors, LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.0B
Reported positions: 4,382
Top holdings a year, 3 yrs: +17.7%
Assets under management: $5.1B

EverSource Wealth Advisors, LLC is a wealth manager that reported 4,382 positions worth $3.0B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Vanguard Indx Fd (VUG, 3.7%), Vanguard Value ETF (VTV, 2.8%), Vanguard Tax-Managed Fds (VEA, 2.4%). A portfolio copying its top holdings returned 17.7% a year over the last 3 years, against 20.4% for the S&P 500.

EverSource Wealth Advisors, LLC holdings largest 50 of 4,382 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

EverSource Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	3.7%	4.9%	1,282,340	+250.7%	$110.5M
VTVVanguard Value ETF	2.8%	3.8%	376,246	-41.1%	$82.0M
VEAVanguard Tax-Managed Fds	2.4%	3.8%	1,010,101	-48.5%	$72.0M
PRXGPraxis Fds	2.0%	2.4%	1,509,765	-37.1%	$58.9M
AAPLApple Inc	1.9%	2.0%	191,650	-24.8%	$55.5M
PRXVPraxis Fds	1.7%	2.2%	1,440,018	-39.1%	$50.2M
IAUIshares Gold Trust	1.7%	1.8%	655,374	-1.7%	$49.5M
NVDANvidia Corporation Com	1.6%	1.5%	242,540	-11.3%	$48.5M
AMATApplied Matls Inc	1.3%	0.6%	51,878	-7.5%	$37.5M
GOOGLAlphabet Inc	1.3%	1.1%	103,812	-14.5%	$37.1M
BILSPDR Brcy1-3 Ser	1.2%	1.3%	382,859	-20.1%	$35.1M
TSLATesla Inc Com	1.2%	1.0%	81,299	-6.0%	$34.2M
VTIVanguard Index Fds	1.1%	1.2%	90,866	-25.3%	$33.6M
AMZNAmazon Com Inc Com	1.1%	1.0%	140,524	-13.3%	$33.5M
AVGOBroadcom Inc	1.1%	1.0%	87,009	-15.5%	$32.9M
COWZPacer Fds Tr	1.1%	1.0%	510,235	-1.6%	$31.7M
VOOVanguard S&p 500 ETF	1.1%	0.9%	45,760	-5.9%	$31.4M
APOApollo Global Mgmt Inc Nclass	1.0%	0.9%	254,392	-2.3%	$30.1M
MSFTMicrosoft Corp	1.0%	1.1%	80,326	-15.9%	$30.0M
VIGVanguard Dividend Appreciation ETF	1.0%	0.8%	123,689	-2.4%	$29.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.0%	1.4%	369,592	-34.6%	$28.8M
ASMLAsml Hldg NV	0.9%	0.6%	14,139	-6.1%	$28.1M
DFACDimensional U.s. Core Equity 2	0.9%	0.8%	580,195	-15.9%	$25.7M
VWOVanguard Intl Equity Index F	0.8%	1.3%	414,758	-46.9%	$24.8M
FBTCFidelity Wise Origin Bitcoin	0.8%	0.8%	458,888	+1.4%	$23.4M
CGUSCapital Group Core Equity Et	0.8%	0.6%	521,110	+5.1%	$23.2M
SPYSpdr S&p 500 ETF Tr	0.8%	0.6%	30,403	+1.1%	$22.7M
IVVIshares Core S&p 500 ETF	0.7%	0.6%	28,276	-11.9%	$21.2M
CGCPCapital Grp Fixed Incm ETF T	0.7%	0.5%	949,401	+37.0%	$21.2M
CGXUCapital Group Intl Focus Eqt	0.7%	0.5%	611,144	+10.6%	$21.2M
DGROIshares Core Dividend Growth ETF	0.7%	0.6%	275,263	-2.7%	$20.9M
AVDEAvantis International Equity ETF	0.7%	0.7%	231,308	-16.6%	$20.6M
RWLInvesco S&p 500 Revenue ETF	0.7%	0.6%	156,391	-1.0%	$20.0M
BNDXVanguard Charlotte Fds	0.7%	1.1%	411,825	-45.8%	$19.9M
QQQInvesco Qqq Tr	0.7%	0.5%	26,836	-1.0%	$19.8M
BSVOEa Bridgeway Omni Small-Cap Value ETF	0.7%	0.5%	674,171	+4.1%	$19.7M
VSLUETF Opportunities Trust	0.7%	0.6%	425,032	-15.1%	$19.7M
DFICDfa Dimensional Intl Core Equit	0.7%	0.6%	524,928	-0.3%	$19.6M
GOOGAlphabet Inc	0.6%	0.6%	51,190	-30.4%	$18.1M
CGGRCapital Group Growth ETF	0.6%	—	381,423	—	$18.0M
VBVanguard Indx Fd	0.6%	0.9%	58,318	-47.0%	$17.7M
DELLDell Technologies Inc	0.6%	—	38,636	—	$16.7M
EFAiShs MSCI EAFE	0.5%	—	154,929	—	$16.1M
RAAETF Opportunities Trust	0.5%	—	540,869	—	$15.9M
PLTRPalantir Technologies Inclass Class A	0.5%	0.6%	127,814	-5.8%	$14.9M
PYLDPimco Multisector Bond Active Exchange-T	0.5%	0.5%	556,814	-6.7%	$14.8M
VBILVanguard Instl Index Fd	0.5%	0.6%	194,532	-23.3%	$14.7M
VGITVanguard Intermediate Treasury ETF	0.5%	0.5%	247,096	-7.1%	$14.6M
PGRProgressive Corp.	0.5%	—	66,007	—	$14.4M
CRHCrh PLC	0.5%	—	134,019	—	$14.3M

What EverSource Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+250.7% shares
CGCP Capital Grp Fixed Incm ETF T+37.0% shares
CGXU Capital Group Intl Focus Eqt+10.6% shares
CGUS Capital Group Core Equity Et+5.1% shares

Reduced

VEA Vanguard Tax-Managed Fds-48.5% shares
VB Vanguard Indx Fd-47.0% shares
VWO Vanguard Intl Equity Index F-46.9% shares
BNDX Vanguard Charlotte Fds-45.8% shares
VTV Vanguard Value ETF-41.1% shares
PRXV Praxis Fds-39.1% shares
PRXG Praxis Fds-37.1% shares
BSV Vanguard Bd Index Fds Vanguard Short Ter-34.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.4% /yr; S&P 500 +20.1%
3 years: +17.7% /yr; S&P 500 +20.4%
5 years: +14.0% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.0B	4,382
Q1 2026	$3.3B	4,377
Q4 2025	$2.7B	4,264
Q3 2025	$2.5B	4,319
Q2 2025	$2.2B	4,240
Q1 2025	$1.8B	4,008
Q4 2024	$1.8B	3,749
Q3 2024	$1.6B	3,033
Q2 2024	$1.5B	3,061
Q1 2024	$1.3B	2,895
Q4 2023	$1.1B	2,634
Q3 2023	$942.9M	2,492

Questions about EverSource Wealth Advisors, LLC's portfolio

What stocks does EverSource Wealth Advisors, LLC own?

EverSource Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 4,382 positions worth $3.0B. The largest are Vanguard Indx Fd (VUG) at 3.7%, Vanguard Value ETF (VTV) at 2.8%, Vanguard Tax-Managed Fds (VEA) at 2.4%, Praxis Fds (PRXG) at 2.0% and Apple Inc (AAPL) at 1.9%.

What did EverSource Wealth Advisors, LLC buy last quarter?

In Q2 2026, EverSource Wealth Advisors, LLC added Vanguard Indx Fd (VUG) (+250.7% shares), Capital Grp Fixed Incm ETF T (CGCP) (+37.0% shares) and Capital Group Intl Focus Eqt (CGXU) (+10.6% shares), compared with its Q1 2026 filing.

What did EverSource Wealth Advisors, LLC sell last quarter?

In Q2 2026, EverSource Wealth Advisors, LLC cut from its top 50 Vanguard Scottsdale Fds (VCSH), cut from its top 50 Vmbs (VMBS), cut from its top 50 Vanguard Bd Index Fds (BIV), cut from its top 50 Elevation Series Trust (SOVF), cut from its top 50 Vanguard Bd Index Fds (BLV), Vanguard Tax-Managed Fds (VEA) (-48.5% shares), Vanguard Indx Fd (VB) (-47.0% shares) and Vanguard Intl Equity Index F (VWO) (-46.9% shares), compared with its Q1 2026 filing.

How has EverSource Wealth Advisors, LLC's portfolio performed?

A portfolio copying EverSource Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.4% against +20.1%. Over 5 years: +14.0% a year against +16.8%.

When is EverSource Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. EverSource Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does EverSource Wealth Advisors, LLC manage?

EverSource Wealth Advisors, LLC reported $5.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.0B.