EverSource Wealth Advisors, LLC portfolio

Q2 2026 · Holdings as of 30 Jun 2026 · Filed 24 Jul 2026 · $2,964,325,465 reported in Form 13F

All quarters Options holdings View SEC source

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What changed in Q2 2026?

Comparable share positions since Q1 2026.

View all holdings

New: 221
Increased: 1,412
Reduced: 2,396
Exited: 216

2 positions with incomplete comparison or price data excluded.

Largest disclosed changes

VUG Increased
VANGUARD GROWTH ETF

916,671 shares

+$78,962,036 estimated

Weight -1.15 percentage points
VEA Reduced
VANGUARD FTSE DEVELOPED MARKETS ETF

-950,578 shares

-$67,728,632 estimated

Weight -1.41 percentage points
VTV Reduced
VANGUARD VALUE ETF

-262,021 shares

-$57,102,354 estimated

Weight -1.06 percentage points
PRXG Reduced
PRAXIS IMPACT LARGE CAP GROWTH ETF

-889,883 shares

-$34,723,252 estimated

Weight -0.42 percentage points
PRXV Reduced
PRAXIS IMPACT LARGE CAP VALUE ETF

-922,610 shares

-$32,136,255 estimated

Weight -0.55 percentage points

Estimates use share changes and filing prices. They are not trade proceeds. Options and principal positions are excluded.

Compare with Q1 2026

Holdings

Show detailed columns

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value change	SEC-reported value	SEC-reported price	Shares	Principal

Filing details and SEC source

Portfolio date: 30 Jun 2026
Reported 13F value: $2,964,325,465
Reported 13F holdings: 4,380
Largest 13F holdings: VUG VTV VEA PRXG AAPL PRXV IAU NVDA AMAT GOOGL BIL TSLA
+8 more
VTI AMZN AVGO COWZ VOO APO MSFT VIG
What this filing covers: Period
Q2 2026
Calendar quarter covered by the filing.
13F holdings
4,380
Parsed equity rows, excluding option-only view rows.
Reported value
$2,964,325,465
SEC Form 13F market value, not total AUM.
Accepted by SEC
24 Jul 2026
EDGAR acceptance date.
How to read this filing
Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
Manager signature: Glenn G. Waddell - Chief Compliance Officer
Manager location: Birmingham, AL
Accepted by SEC: 24 Jul 2026, 12:20:41 UTC
SEC form: 13F-HR
Prior SEC filing: Q1 2026 - 18 May 2026
Source filing: View source filing
Options holdings: Showing equity holdings. Open options holdings.

This view compares filing 2026 Q2 with 2026 Q1 - Restatement. Changes are calculated against the previous SEC filing.

Compare Q2 2026 to

SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
^* marks a reported price that did not pass the local price check.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Glenn G. Waddell	Chief Compliance Officer	Birmingham, Alabama	24 Jul 2026

Other Included Managers (2):

Num	Name	Location	File Number
1	BMSS Wesson Wealth Solutions, LLC	Birmingham, AL
2	Christy Capital Management	Macon, GA