CIK 1710537
EverSource Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
4,271
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 4,271
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 430K | $1M+ | SH |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 346K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 59K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 273K | $1M+ | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 234K | $1M+ | SH |
| RWL | INVESCO S&P 500 REVENUE ETF | 156K | $1M+ | SH |
| PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | 476K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 542K | $1M+ | SH |
| PAAA | PGIM AAA CLO ETF | 290K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 153K | $1M+ | SH |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 622K | $1M+ | SH |
| PRXV | PRAXIS IMPACT LARGE CAP VALUE ETF | 454K | $1M+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 149K | $1M+ | SH |
| DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | 154K | $1M+ | SH |
| RAA | SMI 3FOURTEEN REAL ASSET ALLOCATION ETF | 364K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 228K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 157K | $1M+ | SH |
| PFN | PIMCO INCOME STRATEGY FD II COM | 1.1M | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 100K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 47K | $1M+ | SH |
| PSH | PGIM SHORT DURATION HIGH YIELD ETF | 119K | $1M+ | SH |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | 44K | $1M+ | SH |
| FLOT | ISHARES FLOATING RATE BOND ETF | 110K | $1M+ | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 66K | $1M+ | SH |
| VIGI | Vanguard International Dividend Appreciation ETF | 50K | $1M+ | SH |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | 98K | $1M+ | SH |
| GDX | VANECK GOLD MINERS ETF | 41K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 128K | $1M+ | SH |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | 29K | $1M+ | SH |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 75K | $1M+ | SH |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | 135K | $1M+ | SH |
| DFGX | DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 58K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 40K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 122K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 58K | $1M+ | SH |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 81K | $1M+ | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 36K | $1M+ | SH |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 44K | $1M+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 75K | $1M+ | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 5K | $1M+ | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 73K | $1M+ | SH |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | 38K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 11K | $1M+ | SH |
| BUFR | FT VEST LADDERED BUFFER ETF | 56K | $1M+ | SH |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 72K | $1M+ | SH |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 59K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 57K | $1M+ | SH |
| — | SPY 271217C00815000 SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL | 3K | $1M+ | SH (Call) |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 56K | $1M+ | SH |
| UPRO | PROSHARES ULTRAPRO S&P500 | 16K | $1M+ | SH |