1y return+17.3%S&P 500 +20.9%
3y return+55.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $143 against $157 in the S&P 500.2
EverSource Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Growth Etf | $110.5M | 3.7% | −41.6% |
| VTVVanguard Value Etf | $82.0M | 2.8% | −41.1% |
| VEAVanguard Ftse Developed Markets Etf | $72.0M | 2.4% | −48.5% |
| PRXGPraxis Impact Large Cap Growth Etf | $58.9M | 2.0% | −37.1% |
| AAPLApple Inc Com | $55.5M | 1.9% | −24.8% |
| PRXVPraxis Impact Large Cap Value Etf | $50.2M | 1.7% | −39.1% |
| IAUiShares Gold Trust ETF | $49.5M | 1.7% | −1.7% |
| NVDANvidia Corporation Com | $48.5M | 1.6% | −11.3% |
| AMATApplied Matls Inc Com | $37.5M | 1.3% | −7.5% |
| GOOGLAlphabet Inc Cap Stk Cl A | $37.1M | 1.3% | −14.5% |
| BILState Street Spdr Bloomberg 1-3 Month T-bill Etf | $35.1M | 1.2% | −20.1% |
| TSLATesla Inc Com | $34.2M | 1.2% | −6.0% |
| VTIVanguard Total Stock Market Etf | $33.6M | 1.1% | −25.3% |
| AMZNAmazon Com Inc Com | $33.5M | 1.1% | −13.3% |
| AVGOBroadcom Inc Com | $32.9M | 1.1% | −15.5% |
| COWZPacer Us Cash Cows 100 Etf | $31.7M | 1.1% | −1.6% |
| VOOVanguard S&p 500 Etf | $31.4M | 1.1% | −5.9% |
| APOApollo Global Mgmt Inc Com | $30.1M | 1.0% | −2.3% |
| MSFTMicrosoft Corp Com | $30.0M | 1.0% | −15.9% |
| VIGVanguard Dividend Appreciation Etf | $29.3M | 1.0% | −2.4% |
| BSVVanguard Short-term Bond Etf | $28.8M | 1.0% | −34.6% |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | $28.1M | 0.9% | −6.1% |
| Dimensional U.s. Core Equity 2 EtfCUSIP 25434V708 | $25.7M | 0.9% | −15.9% |
| VWOVanguard Ftse Emerging Markets Etf | $24.8M | 0.8% | −46.9% |
| FBTCFidelity Wise Origin Bitcoin Fund | $23.4M | 0.8% | +1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | December 31, 2021 | +580.3% | $48.5M |
| AVGOBroadcom Inc Com | December 31, 2021 | +467.7% | $32.9M |
| AMATApplied Matls Inc Com | December 31, 2021 | +359.5% | $37.5M |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | December 31, 2021 | +149.9% | $28.1M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2021 | +146.7% | $37.1M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2021 | +144.2% | $18.1M |
| CGGRCapital Group Growth Etf | September 30, 2022 | +141.9% | $18.0M |
| CGUSCapital Group Core Equity Etf | September 30, 2022 | +118.3% | $23.2M |
| IAUiShares Gold Trust ETF | December 31, 2021 | +116.9% | $49.5M |
| DFICDimensional International Core Equity 2 Etf | September 30, 2022 | +94.5% | $19.6M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $10.3M
- Honeywell Intl Inc ComCUSIP 438516106 was $1.1M
- Proshares Ultra Bloomberg Natural GasCUSIP 74347Y748 was $541K
- GROBrazil Potash Corp Common Shares was $450K
- DFNMDimensional National Municipal Bond Etf was $442K
- UFOXDefiance Connective Technologies Etf was $280K
- CTRACoterra Energy Inc Com was $264K
- JNKState Street Spdr Bloomberg High Yield Bond Etf was $229K
- Dupont De Nemours Inc ComCUSIP 26614N102 was $217K
- Nextplat Corp Com NewCUSIP 68557F100 was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +1.5% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.1% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: EverSource Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1710537&type=13F-HR&dateb=&owner=include&count=40CIK 1710537
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1710537/000171053726000007/Filed July 24, 2026 · accession 0001710537-26-000007