StockDriftsStockDriftsTop 50 EverSource Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 3.73% | 1.28M | $110.5M | -41.55%(-911.67K) | $62.59(+42.49%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 2.77% | 376.2K | $82.0M | -41.05%(-262.02K) | $168.83(+34.76%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.43% | 1.01M | $72.0M | -48.48%(-950.58K) | $54.26(+36.39%) | 2026-06-30 | |
| PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | 1.99% | 1.51M | $58.9M | -37.08%(-889.88K) | $34.19(+18.58%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 1.87% | 191.7K | $55.5M | -24.78%(-63.14K) | $192.56(+58.59%) | 2026-06-30 | |
| PRXV | PRAXIS IMPACT LARGE CAP VALUE ETF | 1.69% | 1.44M | $50.2M | -39.05%(-922.61K) | $29.48(+23.78%) | 2026-06-30 | |
| IAU | iShares Gold Trust ETF | 1.67% | 655.4K | $49.5M | -1.66%(-11.07K) | $37.35(+122.20%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 1.64% | 242.5K | $48.5M | -11.33%(-31.00K) | $83.02(+172.29%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC COM | 1.27% | 51.9K | $37.5M | -7.51%(-4.21K) | $116.66(+355.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.25% | 103.8K | $37.1M | -14.51%(-17.63K) | $144.30(+138.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.64% | +58.68% | — | — | +44.75% |
| Top 20 Holdings Unweighted | +16.71% | +58.96% | — | — | +42.62% |
EverSource Wealth Advisors, LLC reports $2.97B in US-listed equity holdings across 4,385 positions in its most recent 13F filing. Its largest disclosed positions are VUG (3.7%), VTV (2.8%) and VEA (2.4%). The top 20 holdings account for 31.16% of reported assets. Its disclosed equity book has returned +58.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from EverSource Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1710537). View EverSource Wealth Advisors, LLC’s 13F filings on SEC