Holders — by stockHoldings — by fund
EverSource Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1710537
$2.97B
disclosed book value
4,391
positions
3.7%
largest position share
Positions, as of 2026-06-30
top 100 of 4,391 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VUGVANGUARD GROWTH ETF | 1.3M | $110.5M | 3.7% |
| 2 | VTVVANGUARD VALUE ETF | 376,246 | $82.0M | 2.8% |
| 3 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 1.0M | $72.0M | 2.4% |
| 4 | PRAXIS IMPACT LARGE CAP GROWTH ETF | 1.5M | $58.9M | 2% |
| 5 | AAPLAPPLE INC COM | 191,650 | $55.5M | 1.9% |
| 6 | PRAXIS IMPACT LARGE CAP VALUE ETF | 1.4M | $50.2M | 1.7% |
| 7 | IAUiShares Gold Trust ETF | 655,374 | $49.5M | 1.7% |
| 8 | NVDANVIDIA CORPORATION COM | 242,540 | $48.5M | 1.6% |
| 9 | AMATAPPLIED MATLS INC COM | 51,878 | $37.5M | 1.3% |
| 10 | GOOGLALPHABET INC CAP STK CL A | 103,812 | $37.1M | 1.2% |
| 11 | BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 382,859 | $35.1M | 1.2% |
| 12 | TSLATESLA INC COM | 81,299 | $34.2M | 1.2% |
| 13 | VTIVANGUARD TOTAL STOCK MARKET ETF | 90,866 | $33.6M | 1.1% |
| 14 | AMZNAMAZON COM INC COM | 140,524 | $33.5M | 1.1% |
| 15 | AVGOBROADCOM INC COM | 87,009 | $32.9M | 1.1% |
| 16 | COWZPACER US CASH COWS 100 ETF | 510,235 | $31.7M | 1.1% |
| 17 | VOOVANGUARD S&P 500 ETF | 45,760 | $31.4M | 1.1% |
| 18 | APOAPOLLO GLOBAL MGMT INC COM | 254,392 | $30.1M | 1% |
| 19 | MSFTMICROSOFT CORP COM | 80,326 | $30.0M | 1% |
| 20 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 123,689 | $29.3M | 1% |
| 21 | BSVVANGUARD SHORT-TERM BOND ETF | 369,592 | $28.8M | 1% |
| 22 | ASML HLDG NV N Y REGISTRY SHS | 14,139 | $28.1M | 0.9% |
| 23 | DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | 580,195 | $25.7M | 0.9% |
| 24 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 414,758 | $24.8M | 0.8% |
| 25 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 458,888 | $23.4M | 0.8% |
| 26 | CGUSCAPITAL GROUP CORE EQUITY ETF | 521,110 | $23.2M | 0.8% |
| 27 | SPYSTATE STREET SPDR S&P 500 ETF | 30,403 | $22.7M | 0.8% |
| 28 | IVVISHARES CORE S&P 500 ETF | 28,276 | $21.2M | 0.7% |
| 29 | CGCPCAPITAL GROUP CORE PLUS INCOME ETF | 949,401 | $21.2M | 0.7% |
| 30 | CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 611,144 | $21.2M | 0.7% |
| 31 | DGROISHARES CORE DIVIDEND GROWTH ETF | 275,263 | $20.9M | 0.7% |
| 32 | AVDEAVANTIS INTERNATIONAL EQUITY ETF | 231,308 | $20.6M | 0.7% |
| 33 | RWLINVESCO S&P 500 REVENUE ETF | 156,391 | $20.0M | 0.7% |
| 34 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 411,825 | $19.9M | 0.7% |
| 35 | QQQINVESCO QQQ TRUST SERIES I | 26,836 | $19.8M | 0.7% |
| 36 | BSVOEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | 674,171 | $19.7M | 0.7% |
| 37 | APPLIED FINANCE VALUATION LARGE CAP ETF | 425,032 | $19.7M | 0.7% |
| 38 | DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 524,928 | $19.6M | 0.7% |
| 39 | GOOGALPHABET INC CAP STK CL C | 51,190 | $18.1M | 0.6% |
| 40 | CGGRCAPITAL GROUP GROWTH ETF | 381,423 | $18.0M | 0.6% |
| 41 | VBVANGUARD SMALL-CAP ETF | 58,318 | $17.7M | 0.6% |
| 42 | DELLDELL TECHNOLOGIES INC CL C | 38,636 | $16.7M | 0.6% |
| 43 | EFAISHARES MSCI EAFE ETF | 154,929 | $16.1M | 0.5% |
| 44 | SMI 3FOURTEEN REAL ASSET ALLOCATION ETF | 540,869 | $15.9M | 0.5% |
| 45 | PLTRPALANTIR TECHNOLOGIES INC CL A | 127,814 | $14.9M | 0.5% |
| 46 | PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 556,814 | $14.8M | 0.5% |
| 47 | VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | 194,532 | $14.7M | 0.5% |
| 48 | VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | 247,096 | $14.6M | 0.5% |
| 49 | PGRPROGRESSIVE CORP COM | 66,007 | $14.4M | 0.5% |
| 50 | CRH PLC ORD | 134,019 | $14.3M | 0.5% |
| 51 | PAAAPGIM AAA CLO ETF | 271,017 | $13.9M | 0.5% |
| 52 | METAMETA PLATFORMS INC CL A | 24,259 | $13.7M | 0.5% |
| 53 | MUMICRON TECHNOLOGY INC COM | 10,987 | $12.7M | 0.4% |
| 54 | DCORDIMENSIONAL US CORE EQUITY 1 ETF | 153,132 | $12.6M | 0.4% |
| 55 | Sovereigns Capital Flourish Fund | 409,027 | $12.2M | 0.4% |
| 56 | FANGDIAMONDBACK ENERGY INC COM | 69,039 | $12.1M | 0.4% |
| 57 | CRWDCROWDSTRIKE HLDGS INC CL A | 15,526 | $11.8M | 0.4% |
| 58 | JPMJPMORGAN CHASE & CO COM | 35,950 | $11.8M | 0.4% |
| 59 | IWOISHARES RUSSELL 2000 GROWTH ETF | 29,733 | $11.7M | 0.4% |
| 60 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 198,148 | $11.5M | 0.4% |
| 61 | FENIFIDELITY ENHANCED INTERNATIONAL ETF | 275,674 | $11.1M | 0.4% |
| 62 | GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 230,319 | $10.5M | 0.4% |
| 63 | MBBISHARES MBS ETF | 111,311 | $10.5M | 0.4% |
| 64 | KKRKKR & CO INC COM | 108,313 | $9.9M | 0.3% |
| 65 | VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | 212,186 | $9.9M | 0.3% |
| 66 | BNDVANGUARD TOTAL BOND MARKET ETF | 131,163 | $9.6M | 0.3% |
| 67 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 19,227 | $9.6M | 0.3% |
| 68 | PANWPALO ALTO NETWORKS INC COM | 28,178 | $9.6M | 0.3% |
| 69 | BIVVANGUARD INTERMEDIATE-TERM BOND ETF | 124,258 | $9.5M | 0.3% |
| 70 | HOODROBINHOOD MKTS INC COM CL A | 94,096 | $9.4M | 0.3% |
| 71 | WMTWALMART INC COM | 81,600 | $9.2M | 0.3% |
| 72 | AZOAUTOZONE INC COM | 2,788 | $8.9M | 0.3% |
| 73 | LLYELI LILLY & CO COM | 7,378 | $8.9M | 0.3% |
| 74 | BLVVANGUARD LONG-TERM BOND ETF | 123,953 | $8.5M | 0.3% |
| 75 | USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 164,247 | $8.4M | 0.3% |
| 76 | POOLPOOL CORP COM | 37,236 | $8.0M | 0.3% |
| 77 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 139,974 | $7.9M | 0.3% |
| 78 | CIENCIENA CORP COM NEW | 15,877 | $7.8M | 0.3% |
| 79 | DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | 93,263 | $7.6M | 0.3% |
| 80 | INSPIRE 500 ETF | 26,542 | $7.6M | 0.3% |
| 81 | CGDVCAPITAL GROUP DIVIDEND VALUE ETF | 153,273 | $7.6M | 0.3% |
| 82 | HQYHEALTHEQUITY INC COM | 83,393 | $7.5M | 0.3% |
| 83 | HDHOME DEPOT INC COM | 21,338 | $7.5M | 0.3% |
| 84 | BXBLACKSTONE INC COM | 63,714 | $7.5M | 0.3% |
| 85 | RBARB GLOBAL INC COM | 64,122 | $7.5M | 0.3% |
| 86 | VTVANGUARD TOTAL WORLD STOCK ETF | 45,585 | $7.2M | 0.2% |
| 87 | KEXKIRBY CORP COM | 52,084 | $7.1M | 0.2% |
| 88 | RWKINVESCO S&P MIDCAP 400 REVENUE ETF | 47,603 | $7.0M | 0.2% |
| 89 | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | 165,082 | $6.9M | 0.2% |
| 90 | DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 171,979 | $6.9M | 0.2% |
| 91 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 86,651 | $6.8M | 0.2% |
| 92 | AMDADVANCED MICRO DEVICES INC COM | 11,542 | $6.7M | 0.2% |
| 93 | DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 144,310 | $6.6M | 0.2% |
| 94 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 119,826 | $6.6M | 0.2% |
| 95 | GNRCGENERAC HLDGS INC COM | 22,479 | $6.6M | 0.2% |
| 96 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 41,632 | $6.6M | 0.2% |
| 97 | CVXCHEVRON CORPORATION COM | 39,462 | $6.5M | 0.2% |
| 98 | AMGNAMGEN INC COM | 17,477 | $6.3M | 0.2% |
| 99 | INSPIRE INTERNATIONAL ETF | 163,517 | $6.2M | 0.2% |
| 100 | RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 76,916 | $6.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.