13F Filings History of EverSource Wealth Advisors, LLC

Latest 13F filing: Q1 2026 - 18 May 2026
Latest reported 13F value: $3,272,153,101
Largest 13F holdings: VUG VEA VTV PRXG PRXV AAPL IAU NVDA BSV BIL VWO VTI
+8 more
BNDX MSFT GOOGL AMZN COWZ TSLA AVGO VOO
Form 13F summary: EverSource Wealth Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
EverSource Wealth Advisors, LLC reported 4375 equity holdings with a total reported market value of $3,272,153,101 for Q1 2026. Top reported holdings included VUG, VEA, VTV, PRXG, and PRXV.
Manager signature: Glenn G. Waddell - Chief Compliance Officer
Manager location: Birmingham, AL

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q1 2026

Latest value

$3,272,153,101

Quarter delta

+$559,143,949

Accepted

15 May 2026, 18:20

Rows shown

1-18 of 18

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q1 2026	4,375	$3,272,153,101	+$731,423,096	-$112,320,787	+$619,102,309	VUG, VEA, VTV, PRXG, PRXV	Restatement	15 May 2026, 18:20
Q4 2025	4,261	$2,713,009,152	+$276,338,053	-$111,659,308	+$164,678,745	VUG, VTV, VEA, IAU, BIL	13F-HR	06 Feb 2026, 14:35
Q3 2025	4,318	$2,525,964,608	+$237,531,808	-$86,726,941	+$150,804,867	VUG, VEA, VTV, IAU, AAPL	13F-HR	10 Nov 2025, 14:57
Q2 2025	4,240	$2,212,078,856	+$352,700,789	-$114,079,519	+$238,621,270	VUG, VEA, VTV, IAU, NVDA	13F-HR	13 Aug 2025, 14:57
Q1 2025	4,008	$1,819,501,522	+$220,434,467	-$139,561,113	+$80,873,354	VUG, VEA, VTV, AAPL, IAU	13F-HR	13 May 2025, 12:10
Q4 2024	3,750	$1,778,972,970	+$232,017,919	-$54,598,466	+$177,419,453	VUG, VEA, VTV, AAPL, IAU	13F-HR	07 Feb 2025, 17:35
Q3 2024	3,034	$1,579,375,597	+$82,364,080	-$56,667,855	+$25,696,225	VUG, VEA, VTV, AAPL, IAU	13F-HR	08 Nov 2024, 16:56
Q2 2024	3,068	$1,469,488,491	+$179,689,561	-$36,772,808	+$142,916,753	VEA, VUG, VTV, AAPL, IAU	13F-HR	13 Aug 2024, 11:50
Q1 2024	2,900	$1,266,175,943	+$208,577,450	-$59,306,699	+$149,270,751	VEA, VUG, VTV, AAPL, BIL	Restatement	11 Jun 2024, 10:33
Q4 2023	2,633	$1,091,836,885	+$118,619,258	-$62,300,112	+$56,319,146	VEA, VUG, VTV, AAPL, IAU	13F-HR	09 Feb 2024, 12:26
Q3 2023	2,498	$942,902,005	+$89,692,001	-$28,520,625	+$61,171,376	VEA, VUG, AAPL, VTV, VCSH	13F-HR	03 Nov 2023, 14:57
Q2 2023	2,488	$907,082,530	+$112,576,664	-$42,189,747	+$70,386,917	VEA, AAPL, VUG, VTV, VCSH	13F-HR	04 Aug 2023, 11:06
Q1 2023	2,375	$803,322,817	+$143,581,845	-$31,178,984	+$112,402,861	VEA, AAPL, VUG, VTV, VCSH	13F-HR	11 May 2023, 11:23
Q4 2022	2,300	$660,402,819	+$229,422,683	-$44,947,510	+$184,475,173	VEA, VCSH, VTV, VIG, VUG	13F-HR	09 Feb 2023, 11:36
Q3 2022	2,082	$436,459,000	+$103,694,565	-$25,724,367	+$77,970,198	VCSH, VEA, AAPL, VTI, VOO	13F-HR	07 Nov 2022, 08:55
Q2 2022	1,815	$387,660,000	+$68,567,181	-$20,604,599	+$47,962,582	VCSH, VEA, IIIV, VTI, VOO	13F-HR	01 Aug 2022, 16:23
Q1 2022	1,766	$394,090,000	+$72,098,738	-$21,208,218	+$50,890,520	VEA, VOO, VTI, IIIV, VCSH	13F-HR	25 May 2022, 13:29
Q4 2021	1,833	$356,951,000	$0	$0	$0	VEA, VCSH, VTI, VOO, VIG	Restatement	17 Feb 2022, 16:03