EverSource Wealth Advisors, LLC

EverSource Wealth Advisors, LLC is an Investment Adviser institutional filer with the SEC under CIK 1710537, reporting 4,382 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: AL
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-24

Top 10 portfolio positions

The largest reported holdings in EverSource Wealth Advisors, LLC's most recent 13F filing, ranked by reported market value.

1. VANGUARD GROWTH ETF (VUG)
2. VANGUARD VALUE ETF (VTV)
3. VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
4. PRAXIS IMPACT LARGE CAP GROWTH ETF (PRXG)
5. APPLE INC COM (AAPL)
6. PRAXIS IMPACT LARGE CAP VALUE ETF (PRXV)
7. iShares Gold Trust ETF (IAU)
8. NVIDIA CORPORATION COM (NVDA)
9. APPLIED MATLS INC COM (AMAT)
10. ALPHABET INC CAP STK CL A (GOOGL)