EverSource Wealth Advisors, LLC holds a diversified book of 4377 reported positions worth $3.3B as of Q1 2026 (disclosed May 18, 2026, a ~48-day 13F lag). This quarter Sunbelt Rentals Holdings Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Applied Fin Ivs US Smid ETF and trimmed Ishares Gold Trust. Their largest long position is Vanguard Growth ETF at 5% of the reported non-option book. They also disclosed $5.8M in put options (a bearish bet) and $3.8M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2022 would be +52% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
EverSource Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +54.7%, a 3.2-point gap that is the cost of the ~48-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning EverSource Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~48 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as EverSource Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 24 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $236.8M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Kearns & Associates LLC | 16 / 80 | $193.6M |
| Prosperity Advisers, LLC | 23 / 80 | $124.1M |
| Draper Asset Management, LLC | 10 / 80 | $175.0M |
Ranked by the share of each fund's own book sitting in the names it shares with EverSource Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Growth ETF ETF | $159.7M | 365.7K | 4.9% | ▲+90% Added · +173K sh | |
| 2 | Vanguard Ftse Developed Markets ETF ETF | $125.6M | 1.96M | 3.8% | ▲+87% Added · +911K sh | |
| 3 | Vanguard Value ETF ETF | $125.2M | 638.3K | 3.8% | ▲+82% Added · +287K sh | |
| 4 | Praxis Impact Large Cap Growth ETF ETF | $78.9M | 2.40M | 2.4% | ▲+78% Added · +1.1M sh | |
| 5 | Praxis Impact Large Cap Value ETF ETF | $73.5M | 2.36M | 2.2% | ▲+72% Added · +987K sh | |
| 6 | Apple Inc Com Stock | $64.7M | 254.8K | 2.0% | ▲+39% Added · +72K sh | |
| 7 | iShares Gold Trust ETF ETF | $58.8M | 666.4K | 1.8% | ▼−7.9% Reduced · −58K sh | |
| 8 | Nvidia Corporation Com Stock | $47.7M | 273.5K | 1.5% | ▲+14% Added · +33K sh | |
| 9 | Vanguard Short-Term Bond ETF ETF | $44.3M | 564.7K | 1.4% | ▲+63% Added · +217K sh | |
| 10 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF ETF | $43.9M | 479.4K | 1.3% | ▼−14% Reduced · −78K sh | |
| 11 | Vanguard Ftse Emerging Markets ETF ETF | $42.2M | 780.6K | 1.3% | ▲+84% Added · +356K sh | |
| 12 | Vanguard Total Stock Market ETF ETF | $39.0M | 121.6K | 1.2% | ▲+27% Added · +26K sh | |
| 13 | Vanguard Total International Bond ETF ETF | $36.5M | 760.5K | 1.1% | ▲+94% Added · +368K sh | |
| 14 | Microsoft Corp Com Stock | $35.3M | 95.5K | 1.1% | ▲+38% Added · +26K sh | |
| 15 | Alphabet Inc Cap STK CL A Stock | $34.9M | 121.4K | 1.1% | ▲+14% Added · +15K sh | |
| 16 | Amazon Com Inc Com Stock | $33.8M | 162.1K | 1.0% | ▲+17% Added · +24K sh | |
| 17 | Pacer US Cash Cows 100 ETF ETF | $32.4M | 518.5K | 1.0% | ▲+4.3% Added · +21K sh | |
| 18 | Tesla Inc Com Stock | $32.2M | 86.5K | 1.0% | ▲+6.6% Added · +5K sh | |
| 19 | Broadcom Inc Com Stock | $31.9M | 103.0K | 1.0% | ▲+11% Added · +10K sh | |
| 20 | Vanguard S&P 500 ETF ETF | $29.1M | 48.6K | 0.9% | ▲+2.4% Added · +1K sh | |
| 21 | Apollo Global Mgmt Inc Com Stock | $29.0M | 260.4K | 0.9% | ▼−2.8% Reduced · −8K sh | |
| 22 | Vanguard Small-Cap ETF ETF | $28.8M | 110.0K | 0.9% | ▲+91% Added · +52K sh | |
| 23 | Vanguard Dividend Appreciation ETF ETF | $27.3M | 126.8K | 0.8% | ▲+1.1% Added · +1K sh | |
| 24 | Dimensional U.S. Core Equity 2 ETF ETF | $26.8M | 689.7K | 0.8% | ▼−0.1% Reduced · −518 sh | |
| 25 | Fidelity Wise Origin Bitcoin Fund ETF | $26.7M | 452.4K | 0.8% | ▲+5.3% Added · +23K sh | |
| 26 | Avantis International Equity ETF ETF | $23.5M | 277.4K | 0.7% | ▲+49% Added · +91K sh | |
| 27 | Alphabet Inc Cap STK CL C Stock | $21.1M | 73.6K | 0.6% | ▲+45% Added · +23K sh | |
| 28 | Ishares Core S&P 500 ETF ETF | $21.0M | 32.1K | 0.6% | ▲+0.5% Added · +150 sh | |
| 29 | Applied Finance Valuation Large Cap ETF ETF | $20.9M | 500.7K | 0.6% | ▲+58% Added · +184K sh | |
| 30 | ASML Hldg NV N Y Registry SHS ADR | $19.9M | 15.1K | 0.6% | ▲+0.4% Added · +66 sh | |
| 31 | Ishares Core Dividend Growth ETF ETF | $19.9M | 282.9K | 0.6% | ▲+3.8% Added · +10K sh | |
| 32 | Palantir Technologies Inc CL A Stock | $19.9M | 135.7K | 0.6% | ▲+0.7% Added · +927 sh | |
| 33 | State Street SPDR S&P 500 ETF ETF | $19.6M | 30.1K | 0.6% | ▲+11% Added · +3K sh | |
| 34 | Vanguard 0-3 Month Treasury Bill ETF ETF | $19.2M | 253.6K | 0.6% | ▼−41% Reduced · −174K sh | |
| 35 | Applied Matls Inc Com Stock | $19.2M | 56.1K | 0.6% | ▼−1.9% Reduced · −1K sh | |
| 36 | Capital Group Core Equity ETF ETF | $19.1M | 495.9K | 0.6% | ▲+6.6% Added · +31K sh | |
| 37 | Dimensional International Core Equity 2 ETF ETF | $18.7M | 526.5K | 0.6% | ▲+10% Added · +48K sh | |
| 38 | Vanguard Short-Term Corporate Bond ETF ETF | $18.7M | 235.6K | 0.6% | ▼−1.3% Reduced · −3K sh | |
| 39 | Invesco S&P 500 Revenue ETF ETF | $18.2M | 158.0K | 0.6% | ▲+1.3% Added · +2K sh | |
| 40 | Vanguard Mortgage-Backed Securities ETF ETF | $18.0M | 384.3K | 0.6% | ▲+92% Added · +184K sh | |
| 41 | Vanguard Intermediate-Term Bond ETF ETF | $17.2M | 222.3K | 0.5% | ▲+88% Added · +104K sh | |
| 42 | Ea Bridgeway Omni Small-Cap Value ETF ETF | $16.4M | 647.4K | 0.5% | ▲+3.9% Added · +25K sh | |
| 43 | Capital Group International Focus Equity ETF ETF | $16.3M | 552.5K | 0.5% | ▲+2.0% Added · +11K sh | |
| 44 | Sovereigns Capital Flourish Fund ETF | $16.1M | 600.7K | 0.5% | ▲+32% Added · +146K sh | |
| 45 | Vanguard Long-Term Bond ETF ETF | $15.9M | 231.6K | 0.5% | ▲+96% Added · +114K sh | |
| 46 | Vanguard Intermediate-Term Treasury ETF ETF | $15.8M | 265.9K | 0.5% | ▲+17% Added · +38K sh | |
| 47 | Invesco QQQ Trust Series I ETF | $15.6M | 27.1K | 0.5% | ▲+0.9% Added · +234 sh | |
| 48 | Pimco Multisector Bond Active Exchange-Traded Fund ETF | $15.6M | 596.8K | 0.5% | ▲+74% Added · +253K sh | |
| 49 | Capital Group Core Plus Income ETF ETF | $15.5M | 692.9K | 0.5% | ▲+11% Added · +71K sh | |
| 50 | Meta Platforms Inc CL A Stock | $15.4M | 27.0K | 0.5% | ▲+14% Added · +3K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show EverSource Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL | $3.5M | 5K |
| PUT · bearish | APPLE INC PUT OPT 12/27 210.0 PUT | $2.4M | 9K |
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $2.0M | 3K |
| PUT · bearish | SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT | $1.4M | 2K |
| CALL · bullish | AMAZON COM INC CLL OPT 12/27 230.0 CAL | $173K | 600 |
| CALL · bullish | ALPHABET INC CLL OPT 12/27 300.0 CAL | $125K | 600 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 48d | 27,822 | $3.3B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 19,481 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 11,995 | $2.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 12,073 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 10,570 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 11,742 | $1.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 9,186 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 44d | 9,115 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Jun 11, 2024 | 72d | 8,230 | $1.3B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 40d | 6,812 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 3, 2023 | 34d | 5,614 | $942.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 4, 2023 | 35d | 5,131 | $907.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 41d | 4,762 | $803.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 40d | 4,420 | $660.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 38d | 3,921 | $436.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 32d | 3,363 | $387.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 25, 2022 | 55d | 3,121 | $394.3M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 17, 2022 | 48d | 3,092 | $357.1M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.