EverSource Wealth Advisors
EverSource Wealth Advisors reported 4,385 stocks worth $3B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VUG (3.7%), VTV (2.8%) and VEA (2.4%). Compared with Q1 2026, the fund added to VUG, FBTC and CGUS, trimmed VTV, VEA and PRXG and sold out of XOM, GRO and DFNM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $110M | 3.7% | 1.3M | +917K (+251%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $82M | 2.8% | 376K | −262K (−41%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $72M | 2.4% | 1M | −951K (−48%) | 8 of 8 | |
| 4 |  PRXG Praxis Fds | $58.9M | 2.0% | 1.5M | −890K (−37%) | 5 of 8 | |
| 5 |  AAPL Apple Inc | $55.5M | 1.9% | 192K | −63K (−25%) | 8 of 8 | |
| 6 |  PRXV Praxis Fds | $50.2M | 1.7% | 1.4M | −923K (−39%) | 5 of 8 | |
| 7 |  IAU Ishares Gold TR | $49.5M | 1.7% | 655K | −11K (−2%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $48.5M | 1.6% | 243K | −31K (−11%) | 8 of 8 | |
| 9 |  AMAT Applied Matls Inc | $37.5M | 1.3% | 52K | −4,215 (−8%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $37.1M | 1.3% | 104K | −18K (−15%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $10.3M | 61K |
HONEYWELL INTL INC | $1.1M | 4,901 |
PROSHARES TR II | $541K | 34K |
 GRO Brazil Potash Corp | $450K | 139K |
 DFNM Dimensional Nationl | $442K | 9,215 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SPY 271217C00815000 SPDR S&P 500 ETF TR CLL OPT 12/27 | Call | $2M | 2,700 | −2,700 |
AAPL 271217P00210000 APPLE INC PUT OPT 12/27 210.0 PUT | Put | $1.4M | 4,700 | −4,700 |
SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT | Put | $821K | 1,100 | −1,100 |
 SPY Spdr S&P 500 ETF TR | Put | $299K | 400 | −2,600 |
SOFI TECHNOLOGIES INC CLL OPT 12/26 16.0 CAL | Call | $9K | 500 | +500 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →EverSource Wealth Advisors 13F FAQ
What does EverSource Wealth Advisors own?
EverSource Wealth Advisors reported 4,385 stocks worth $3B in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VUG (3.7%), VTV (2.8%) and VEA (2.4%). The table above lists every position in the filing (the top 10 without an account).
What did EverSource Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 221 new positions, 1,407 added to, 2,394 trimmed and 216 sold out. It sold all of XOM, GRO and DFNM.
When will EverSource Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is EverSource Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.