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 $2.97B across 4,378 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($110.5M, 3.72%), VTV ($82.0M, 2.76%), VEA ($72.0M, 2.42%), PRXG ($58.9M, 1.98%), AAPL ($55.5M, 1.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | $110.5M | 3.72% | 1.3M | Added |
| 2 | VTV | VANGUARD VALUE ETF | $82.0M | 2.76% | 376,246 | Trimmed |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $72.0M | 2.42% | 1.0M | Trimmed |
| 4 | PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | $58.9M | 1.98% | 1.5M | Trimmed |
| 5 | AAPL | APPLE INC COM | $55.5M | 1.87% | 191,650 | Trimmed |
| 6 | PRXV | PRAXIS IMPACT LARGE CAP VALUE ETF | $50.2M | 1.69% | 1.4M | Trimmed |
| 7 | IAU | iShares Gold Trust ETF | $49.5M | 1.67% | 655,374 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION COM | $48.5M | 1.63% | 242,540 | Trimmed |
| 9 | AMAT | APPLIED MATLS INC COM | $37.5M | 1.26% | 51,878 | Trimmed |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $37.1M | 1.25% | 103,812 | Trimmed |
| 11 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $35.1M | 1.18% | 382,859 | Trimmed |
| 12 | TSLA | TESLA INC COM | $34.2M | 1.15% | 81,299 | Trimmed |
| 13 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $33.6M | 1.13% | 90,866 | Trimmed |
| 14 | AMZN | AMAZON COM INC COM | $33.5M | 1.13% | 140,524 | Trimmed |
| 15 | AVGO | BROADCOM INC COM | $32.9M | 1.11% | 87,009 | Trimmed |
| 16 | COWZ | PACER US CASH COWS 100 ETF | $31.7M | 1.07% | 510,235 | Trimmed |
| 17 | VOO | VANGUARD S&P 500 ETF | $31.4M | 1.06% | 45,760 | Trimmed |
| 18 | MSFT | MICROSOFT CORP COM | $30.0M | 1.01% | 80,326 | Trimmed |
| 19 | APO | APOLLO GLOBAL MGMT INC COM | $30.1M | 1.01% | 254,392 | Trimmed |
| 20 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $29.3M | 0.99% | 123,689 | Trimmed |
| 21 | BSV | VANGUARD SHORT-TERM BOND ETF | $28.8M | 0.97% | 369,592 | Trimmed |
| 22 | ASML | ASML HLDG NV N Y REGISTRY SHS | $28.1M | 0.95% | 14,139 | Trimmed |
| 23 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $25.7M | 0.87% | 580,195 | Trimmed |
| 24 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $24.8M | 0.83% | 414,758 | Trimmed |
| 25 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $23.4M | 0.79% | 458,888 | Added |
Source: SEC Form 13F filings · as of 2026-06-30