Institutions / EverSource Wealth Advisors, LLC
EverSource Wealth Advisors, LLC
CIK 1710537 · Institution · as of Dec 31, 2025
Portfolio value
$2.71B
Positions
4,266
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 4,266 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Growth ETF | $94.06M | 3.5% |
| Vanguard Value ETF | $67.05M | 2.5% |
| Vanguard Ftse Developed Markets ETF | $65.58M | 2.4% |
| iShares Gold Trust ETF | $58.77M | 2.2% |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $50.96M | 1.9% |
| Apple Inc. | $49.76M | 1.8% |
| Praxis Impact Large Cap Growth ETF | $49.20M | 1.8% |
| NVIDIA Corp | $44.81M | 1.7% |
| Praxis Impact Large Cap Value ETF | $41.72M | 1.5% |
| Apollo Global Management, Inc. | $38.80M | 1.4% |
| Tesla Inc | $36.48M | 1.3% |
| Microsoft Corp | $33.47M | 1.2% |
| Alphabet Inc. | $33.38M | 1.2% |
| Fidelity Wise Origin Bitcoin Fund | $32.74M | 1.2% |
| Vanguard 0-3 Month Treasury Bill ETF | $32.26M | 1.2% |
| Broadcom Inc. | $32.22M | 1.2% |
| Vanguard Total Stock Market ETF | $32.11M | 1.2% |
| Amazon.com Inc | $31.97M | 1.2% |
| Pacer US Cash Cows 100 ETF | $29.91M | 1.1% |
| Vanguard S&P 500 ETF | $29.80M | 1.1% |
| Vanguard Dividend Appreciation ETF | $27.55M | 1.0% |
| Vanguard Short-Term Bond ETF | $27.37M | 1.0% |
| Dimensional U.S. Core Equity 2 ETF | $27.33M | 1.0% |
| Palantir Technologies Inc | $23.96M | 0.9% |
| Vanguard Ftse Emerging Markets ETF | $22.82M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.