13F filer

EverSource Wealth Advisors

As of Jun 30, 2026 Filed Jul 24, 2026 CIK 1710537 SEC filings ↗

13F Value

$2.97B

Positions

4,392

Top Position

VUG3.7%

Top 5

12.8%

Latest filing changes

vs Mar 31, 2026

1 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +250.7%+$79.0M

2 IWO iShares Russell 2000 Growth ETF >999%+$11.6M

3 POOL Pool >999%+$7.8M

4 USIG iShares Broad USD Investment Grade Corporate Bond ETF +256.7%+$6.1M

5 CGCP Capital Group Core Plus Income ETF — Share Class +37.0%+$5.7M

Holdings4,392

#
1	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	3.7%	$110.5M	+250.7%	1.28M	4.9%	ETF
2	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.8%	$82.0M	-41.1%	376.2K	3.8%	ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.4%	$72.0M	-48.5%	1.01M	3.8%	ETF
4	PRXG Praxis Impact Large Cap Growth ETF	2.0%	$58.9M	-37.1%	1.51M	2.4%	ETF
5	AAPL Apple	1.9%	$55.5M	-24.8%	191.7K	2.0%	Common Stock
6	PRXV Praxis Impact Large Cap Value ETF	1.7%	$50.2M	-39.1%	1.44M	2.2%	ETF
7	IAU iShares Gold Trust Filing details 464285204 Jun 30, 2026 655,374 reported quantity $49,487,292 reported value	1.7%	$49.5M	-1.7%	655.4K	1.8%	ETF
8	NVDA NVIDIA	1.6%	$48.5M	-11.3%	242.5K	1.5%	Common Stock
9	AMAT Applied Materials	1.3%	$37.5M	-7.5%	51.9K	0.6%	Common Stock
10	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 103,812 reported quantity $37,098,985 reported value	1.2%	$37.1M	-14.5%	103.8K	1.1%	Common Stock
11	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	1.2%	$35.1M	-20.1%	382.9K	1.3%	ETF
12	TSLA Tesla	1.2%	$34.2M	-6.0%	81.3K	1.0%	Common Stock
13	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.1%	$33.6M	-25.3%	90.9K	1.2%	ETF
14	AMZN Amazon	1.1%	$33.5M	-13.3%	140.5K	1.0%	Common Stock
15	AVGO Broadcom	1.1%	$32.9M	-15.5%	87.0K	1.0%	Common Stock
16	COWZ Pacer US Cash Cows 100 ETF	1.1%	$31.7M	-1.6%	510.2K	1.0%	ETF
17	VOO Vanguard 500 Index Fund — ETF Shares	1.1%	$31.4M	-5.9%	45.8K	0.9%	ETF
18	APO Apollo Global Mgmt	1.0%	$30.1M	-2.3%	254.4K	0.9%	Common Stock
19	MSFT Microsoft	1.0%	$30.0M	-15.9%	80.3K	1.1%	Common Stock
20	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	1.0%	$29.3M	-2.4%	123.7K	0.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing201

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.