Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EverSource Wealth Advisors, LLC (CIK 1710537) reported $3.28B across 4,307 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($159.7M, 4.87%), VEA ($125.6M, 3.83%), VTV ($125.2M, 3.82%), PRXG ($78.9M, 2.40%), PRXV ($73.5M, 2.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | $159.7M | 4.87% | 365,669 | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $125.6M | 3.83% | 2.0M | Added |
| 3 | VTV | VANGUARD VALUE ETF | $125.2M | 3.82% | 638,267 | Added |
| 4 | PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | $78.9M | 2.40% | 2.4M | Added |
| 5 | PRXV | PRAXIS IMPACT LARGE CAP VALUE ETF | $73.5M | 2.24% | 2.4M | Added |
| 6 | AAPL | APPLE INC COM | $64.7M | 1.97% | 254,789 | Added |
| 7 | IAU | iShares Gold Trust ETF | $58.8M | 1.79% | 666,445 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION COM | $47.7M | 1.45% | 273,540 | Added |
| 9 | BSV | VANGUARD SHORT-TERM BOND ETF | $44.3M | 1.35% | 564,718 | Added |
| 10 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $43.9M | 1.34% | 479,367 | Trimmed |
| 11 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $42.2M | 1.29% | 780,631 | Added |
| 12 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $39.0M | 1.19% | 121,578 | Added |
| 13 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $36.5M | 1.11% | 760,455 | Added |
| 14 | MSFT | MICROSOFT CORP COM | $35.3M | 1.08% | 95,488 | Added |
| 15 | GOOGL | ALPHABET INC CAP STK CL A | $34.9M | 1.06% | 121,438 | Added |
| 16 | AMZN | AMAZON COM INC COM | $33.8M | 1.03% | 162,143 | Added |
| 17 | COWZ | PACER US CASH COWS 100 ETF | $32.4M | 0.99% | 518,469 | Added |
| 18 | TSLA | TESLA INC COM | $32.2M | 0.98% | 86,484 | Added |
| 19 | AVGO | BROADCOM INC COM | $31.9M | 0.97% | 102,979 | Added |
| 20 | VOO | VANGUARD S&P 500 ETF | $29.1M | 0.89% | 48,650 | Added |
| 21 | APO | APOLLO GLOBAL MGMT INC COM | $29.0M | 0.88% | 260,401 | Trimmed |
| 22 | VB | VANGUARD SMALL-CAP ETF | $28.8M | 0.88% | 110,024 | Added |
| 23 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $27.3M | 0.83% | 126,760 | Added |
| 24 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $26.8M | 0.82% | 689,740 | Trimmed |
| 25 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $26.7M | 0.81% | 452,375 | Added |
Source: SEC Form 13F filings · as of 2026-03-31