EverSource Wealth Advisors, LLC
CIK 1710537
13F filing for Q2 2026・No. 1,294
- Holdings
- US$2.97B
- Quarter change
- −US$312.89M
- Entries
- 21,449
- Net bought (estimate)
- −US$601.02M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 221
- Sold out 216
- Cut 2,387
- Added 1,420
- Corporate actions 36
- Unchanged 354
Largest holdings
4,382 stocks worth US$2.96B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD GROWTH ETFETF | CutSplit 4:1 | 1,282,340 | US$110.46M | 3.73% |
| VANGUARD VALUE ETFETF | Cut | 376,246 | US$82M | 2.77% |
| VANGUARD FTSE DEVELOPED MARKETS ETFETF | Cut | 1,010,101 | US$71.97M | 2.43% |
| PRAXIS IMPACT LARGE CAP GROWTH ETFETF | Cut | 1,509,765 | US$58.91M | 1.99% |
| AAPLAppleStock | Cut | 191,650 | US$55.46M | 1.87% |
| PRAXIS IMPACT LARGE CAP VALUE ETFETF | Cut | 1,440,018 | US$50.16M | 1.69% |
| iShares Gold Trust ETFETF | Cut | 655,374 | US$49.49M | 1.67% |
| NVDANvidiaStock | Cut | 242,540 | US$48.53M | 1.64% |
| AMATAPPLIED MATLS INC COMStock | Cut | 51,878 | US$37.51M | 1.27% |
| GOOGLAlphabetStock | Cut | 103,812 | US$37.1M | 1.25% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.