2026 Q2 Portfolio Activity
In 2026 Q2, EverSource Wealth Advisors, LLC maintained a portfolio of 4604 distinct positions. The most significant new addition was PROSHARES ULTRAPRO SHORT S&P50, now representing 0.02% of the total fund value. They heavily accumulated shares in VANGUARD GROWTH ETF, increasing the position by 1076.4%. Conversely, EverSource Wealth Advisors, LLC completely exited their position in ELEVANCE HEALTH INC FORMERLY A.
Position History
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Total Positions
4604
Quarter
2026 Q2
Top Holding
VUG (3.7%)
Top 10 Concentration
20.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 4604
EverSource Wealth Advisors, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VUG
VANGUARD GROWTH...
|
ETF | 3.72% | 1.23% |
#1
3
Prev: #4
|
6.5 |
—
|
1,173,339 | 1076.4% |
P
S
|
1,282,340 | $110,460,762 |
$81.00
+9.5%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
VTV
VANGUARD VALUE ...
|
ETF | 2.76% | 0.98% |
#2
8
Prev: #10
|
5.6 |
—
|
199,950 | 113.4% |
P
S
|
376,246 | $81,995,460 |
$169.64
+32.0%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
VEA
VANGUARD FTSE D...
|
ETF | 2.42% | 1.19% |
#3
3
Prev: #6
|
4.5 |
—
|
309,241 | 44.1% |
P
S
|
1,010,101 | $71,969,643 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PRXG
PRAXIS IMPACT L...
|
ETF | 1.98% | 1.20% |
#4
1
Prev: #5
|
3.8 |
—
|
485,725 | 47.4% |
P
S
|
1,509,765 | $58,911,060 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AAPL
APPLE INC COM
|
Technology | 1.87% | 0.02% |
#5
579
Prev: #584
|
4.2 |
—
|
183,084 | 2137.3% |
P
S
|
191,650 | $55,455,753 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PRXV
PRAXIS IMPACT L...
|
ETF | 1.69% | 0.73% |
#6
18
Prev: #24
|
3.7 |
—
|
684,403 | 90.6% |
P
S
|
1,440,018 | $50,158,556 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IAU
iShares Gold Tr...
|
ETF | 1.67% | 0.37% |
#7
57
Prev: #64
|
3.7 |
—
|
616,073 | 1567.6% |
P
S
|
655,374 | $49,487,292 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.63% | 0.12% |
#8
157
Prev: #165
|
3.7 |
—
|
120,321 | 98.4% |
P
S
|
242,540 | $48,530,051 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.26% | 0.01% |
#9
1605
Prev: #1614
|
3.5 |
—
|
48,223 | 1319.4% |
P
S
|
51,878 | $37,507,775 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 1.25% | 0.06% |
#10
272
Prev: #282
|
3.5 |
—
|
68,817 | 196.6% |
P
S
|
103,812 | $37,098,985 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BIL
STATE STREET SP...
|
ETF | 1.18% | 0.00% |
#11
3574
Prev: #3585
|
3.5 |
—
|
382,693 | 230538.0% |
P
S
|
382,859 | $35,085,166 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 1.15% | 0.04% |
#12
355
Prev: #367
|
3.5 |
—
|
76,943 | 1766.4% |
P
S
|
81,299 | $34,194,516 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 1.13% | 0.11% |
#13
167
Prev: #180
|
3.5 |
—
|
79,184 | 677.8% |
P
S
|
90,866 | $33,623,730 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 1.13% | 0.52% |
#14
26
Prev: #40
|
3.5 |
—
|
53,565 | 61.6% |
P
S
|
140,524 | $33,492,622 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 1.11% | 0.01% |
#15
966
Prev: #981
|
3.4 |
—
|
79,904 | 1124.6% |
P
S
|
87,009 | $32,867,659 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
COWZ
PACER US CASH C...
|
ETF | 1.07% | 0.00% |
#16
2055
Prev: #2071
|
3.4 |
—
|
504,960 | 9572.7% |
P
S
|
510,235 | $31,736,584 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 1.06% | 0.01% |
#17
811
Prev: #828
|
3.4 |
—
|
41,947 | 1100.1% |
P
S
|
45,760 | $31,428,402 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 1.01% | 0.01% |
#18
1379
Prev: #1397
|
3.4 |
—
|
251,515 | 8742.3% |
P
S
|
254,392 | $30,097,208 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 1.01% | 0.04% |
#19
383
Prev: #402
|
3.4 |
—
|
61,611 | 329.2% |
P
S
|
80,326 | $29,962,656 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 0.99% | 0.21% |
#20
85
Prev: #105
|
2.4 |
—
|
10,320 | 9.1% |
P
S
|
123,689 | $29,267,257 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BSV
VANGUARD SHORT-...
|
ETF | 0.97% | 0.51% |
#21
22
Prev: #43
|
3.4 |
—
|
187,179 | 102.6% |
P
S
|
369,592 | $28,794,946 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ASML
ASML HLDG NV N ...
|
Technology | 0.95% | 0.01% |
#22
1504
Prev: #1526
|
3.4 |
—
|
5,908 | 71.8% |
P
S
|
14,139 | $28,128,229 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DFAC
DIMENSIONAL U.S...
|
ETF | 0.87% | 0.93% |
#23
11
Prev: #12
|
3.3 |
—
|
456,894 | 370.6% |
P
S
|
580,195 | $25,737,442 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 0.83% | 0.39% |
#24
36
Prev: #60
|
3.3 |
—
|
177,765 | 75.0% |
P
S
|
414,758 | $24,756,891 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FBTC
FIDELITY WISE O...
|
ETF | 0.79% | 0.06% |
#25
269
Prev: #294
|
3.3 |
—
|
378,453 | 470.5% |
P
S
|
458,888 | $23,426,254 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CGUS
CAPITAL GROUP C...
|
ETF | 0.78% | 0.00% |
#26
2055
Prev: #2081
|
3.3 |
—
|
516,173 | 10455.2% |
P
S
|
521,110 | $23,178,973 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.76% | 0.01% |
#27
1153
Prev: #1180
|
3.3 |
—
|
21,512 | 242.0% |
P
S
|
30,403 | $22,703,697 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.71% | 0.06% |
#28
243
Prev: #271
|
0.3 |
—
|
-21,646 | -43.4% |
P
S
|
28,276 | $21,175,729 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CGCP
CAPITAL GROUP C...
|
ETF | 0.71% | 0.00% |
#29
1665
Prev: #1694
|
3.3 |
—
|
949,155 | 385835.4% |
P
S
|
949,401 | $21,162,156 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CGXU
CAPITAL GROUP I...
|
ETF | 0.71% | 0.08% |
#30
189
Prev: #219
|
3.3 |
—
|
536,295 | 716.5% |
P
S
|
611,144 | $21,157,807 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DGRO
ISHARES CORE DI...
|
ETF | 0.70% | 0.00% |
#31
3453
Prev: #3484
|
3.3 |
—
|
275,163 | 275163.0% |
P
S
|
275,263 | $20,862,186 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVDE
AVANTIS INTERNA...
|
ETF | 0.69% | 0.26% |
#32
49
Prev: #81
|
3.3 |
—
|
110,677 | 91.7% |
P
S
|
231,308 | $20,632,673 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
RWL
INVESCO S&P 500...
|
ETF | 0.67% | 0.00% |
#33
4184
Prev: #4217
|
3.3 |
—
|
156,362 | 539179.3% |
P
S
|
156,391 | $19,980,502 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BNDX
VANGUARD TOTAL ...
|
ETF | 0.67% | 0.44% |
#34
17
Prev: #51
|
2.8 |
—
|
115,866 | 39.1% |
P
S
|
411,825 | $19,944,671 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 0.67% | 0.00% |
#35
3044
Prev: #3079
|
3.3 |
—
|
26,456 | 6962.1% |
P
S
|
26,836 | $19,762,376 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BSVO
EA BRIDGEWAY OM...
|
ETF | 0.66% | 0.00% |
#36
2620
Prev: #2656
|
3.3 |
—
|
673,441 | 92252.2% |
P
S
|
674,171 | $19,678,855 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VSLU
APPLIED FINANCE...
|
ETF | 0.66% | 1.07% |
#37
29
Prev: #8
|
3.3 |
—
|
169,956 | 66.6% |
P
S
|
425,032 | $19,656,173 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DFIC
DIMENSIONAL INT...
|
ETF | 0.66% | 0.03% |
#38
397
Prev: #435
|
3.3 |
—
|
513,638 | 4549.5% |
P
S
|
524,928 | $19,558,832 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.61% | 0.05% |
#39
300
Prev: #339
|
3.2 |
—
|
42,163 | 467.1% |
P
S
|
51,190 | $18,087,245 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.61% | 0.05% |
#40
276
Prev: #316
|
3.2 |
—
|
330,735 | 652.5% |
P
S
|
381,423 | $18,003,163 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 0.60% | 0.25% |
#41
42
Prev: #83
|
2.7 |
—
|
16,503 | 39.5% |
P
S
|
58,318 | $17,677,384 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.56% | 0.01% |
#42
1242
Prev: #1284
|
3.2 |
—
|
26,855 | 228.0% |
P
S
|
38,636 | $16,670,043 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 0.54% | 0.00% |
#43
3954
Prev: #3997
|
3.2 |
—
|
154,923 | 2582050.0% |
P
S
|
154,929 | $16,093,984 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
RAA
SMI 3FOURTEEN R...
|
ETF | 0.54% | 0.01% |
#44
1560
Prev: #1604
|
3.2 |
—
|
539,566 | 41409.5% |
P
S
|
540,869 | $15,948,943 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.50% | 0.01% |
#45
1080
Prev: #1125
|
3.2 |
—
|
120,614 | 1675.2% |
P
S
|
127,814 | $14,912,131 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PYLD
PIMCO MULTISECT...
|
ETF | 0.50% | 0.09% |
#46
154
Prev: #200
|
3.2 |
—
|
441,591 | 383.2% |
P
S
|
556,814 | $14,766,713 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VBIL
VANGUARD 0-3 MO...
|
ETF | 0.50% | 0.13% |
#47
112
Prev: #159
|
3.2 |
—
|
140,333 | 258.9% |
P
S
|
194,532 | $14,722,241 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VGIT
VANGUARD INTERM...
|
ETF | 0.49% | 0.05% |
#48
260
Prev: #308
|
3.2 |
—
|
226,139 | 1079.1% |
P
S
|
247,096 | $14,573,734 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.49% | 0.01% |
#49
778
Prev: #827
|
3.2 |
—
|
59,048 | 848.5% |
P
S
|
66,007 | $14,419,151 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CRH
CRH PLC ORD
|
Basic Materials | 0.48% | 0.13% |
#50
110
Prev: #160
|
3.2 |
—
|
125,606 | 1493.0% |
P
S
|
134,019 | $14,340,993 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-50 of 4604 holdings