account_balance
Investment manager · 13F filer · SEC CIK 1710537
EverSource Wealth Advisors, LLC
Reported value$3.1Bas of Sep 30, 2026
Positions4,541 322 new, 164 sold out
Top 10 weight20.4%VUG alone is 4%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Morningstar Growth ETF
3.8%
VTVVanguard Morningstar Value ETF
2.6%
VEAVanguard Ftse Developed Markets ETF
2.3%
AAPLApple Inc Com
2.2%Added +6%
PRXGPraxis Impact Large Cap Growth ETF
2.0%Added +2%
NVDANvidia Corporation Com
1.9%Added +5%
PRXVPraxis Impact Large Cap Value ETF
1.6%
BILState Street SPDR Bloomberg 1-3 Month T-bill ETF
1.4%Added +21%
MSFTMicrosoft Corp Com
1.3%
IAUiShares Gold Trust ETF
1.3%Trimmed −23%
AMZNAmazon Com Inc Com
1.2%Added +5%
GOOGLAlphabet Inc Cap STK Cl A
1.2%
VUGVanguard Morningstar Growth ETF
3.8%
VTVVanguard Morningstar Value ETF
2.6%
VEAVanguard Ftse Developed Markets ETF
2.3%
AAPLApple Inc Com
2.2%Added +6%
PRXGPraxis Impact Large Cap Growth ETF
2.0%Added +2%
PRXV1.6%
BIL1.4%
MSFT1.3%IAU1.3%AMZN1.2%GOOGL1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Morningstar Growth ETF 3.8% Held
VTV Vanguard Morningstar Value ETF 2.6% Held
VEA Vanguard Ftse Developed Markets ETF 2.3% Held
AAPL Apple Inc Com 2.2% Added +6%PRXG Praxis Impact Large Cap Growth ETF 2.0% Added +2%
NVDA Nvidia Corporation Com 1.9% Added +5%PRXV Praxis Impact Large Cap Value ETF 1.6% Held
BIL State Street SPDR Bloomberg 1-3 Month T-bill ETF 1.4% Added +21%
MSFT Microsoft Corp Com 1.3% HeldIAU iShares Gold Trust ETF 1.3% Trimmed −23%AMZN Amazon Com Inc Com 1.2% Added +5%GOOGL Alphabet Inc Cap STK Cl A 1.2% HeldWhat changed