EverSource Wealth Advisors, LLC reported 3,376 positions worth $1.32B for the quarter ended Jun 30, 2026, down 31.5% on the prior quarter. It opened 110 new positions, added to 1,108, trimmed 2,154 and exited 71. Its largest holding is Apple Inc. at 4.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +183.1K | +2,137.3% | $52.98M | 4.22% |
| IAU Ishares Gold Trust | +616.1K | +1,567.6% | $46.52M | 3.76% |
| AMAT Applied Materials Inc | +48.2K | +1,319.4% | $34.87M | 2.85% |
| TSLA Tesla, Inc. | +76.9K | +1,766.4% | $32.36M | 2.6% |
| AVGO Broadcom Inc. | +79.9K | +1,124.6% | $30.18M | 2.5% |
| APO Apollo Global Management, Inc. | +251.5K | +8,742.3% | $29.76M | 2.29% |
| GOOGL Alphabet Inc. | +68.8K | +196.6% | $24.59M | 2.82% |
| NVDA Nvidia Corp | +120.3K | +98.4% | $24.08M | 3.69% |
| MSFT Microsoft Corp | +61.6K | +329.2% | $22.98M | 2.28% |
| FBTC Fidelity Wise Origin Bitcoin Fund | +378.5K | +470.5% | $19.32M | 1.78% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BKNG Booking Holdings Inc. | -12.16M | -100.0% | $2.17B | 0.068% |
| BRK-A Berkshire Hathaway Inc | -347 | -98.6% | $259.85M | 0.285% |
| ELV Elevance Health, Inc. | -661.6K | -99.8% | $256.05M | 0.044% |
| JPM Jpmorgan Chase & Co | -749.5K | -95.4% | $245.34M | 0.895% |
| CRM Salesforce, Inc. | -525.9K | -98.7% | $82.39M | 0.081% |
| CVX Chevron Corp | -382.8K | -90.7% | $63.45M | 0.497% |
| HIG Hartford Insurance Group, Inc. | -420.0K | -99.3% | $55.66M | 0.031% |
| MTB M&T Bank Corp | -195.6K | -99.3% | $46.57M | 0.024% |
| MKL Markel Group Inc. | -21.2K | -99.7% | $41.34M | 0.011% |
| LEN-B Lennar Corp | -454.3K | -100.0% | $40.36M | <0.01% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +7,496 | $1.28M | 0.097% |
| SCO ProShares Trust II | +16.8K | $588.44K | 0.045% |
| HONA Honeywell Aerospace Inc. | +1,620 | $358.15K | 0.027% |
| FDXF FedEx Freight Holding Company, Inc. | +2,337 | $352.89K | 0.027% |
| MELI Mercadolibre Inc | +72 | $122.21K | <0.01% |
| ATII Archimedes Tech SPAC Partners II Co. | +8,500 | $91.63K | <0.01% |
| RLMD Relmada Therapeutics, Inc. | +6,816 | $47.17K | <0.01% |
| VPG Vishay Precision Group, Inc. | +247 | $37.03K | <0.01% |
| XPRO Expro Ltd | +1,731 | $25.57K | <0.01% |
| VGNT Versigent PLC | +563 | $23.65K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SNBRQ Sleep Number Corp | -20.8K | $533.73K | 0.028% |
| ACLX GILEAD SCIENCES INC- CVR CONTINGENT VALUE RIGHT | -7,912 | $103.15K | <0.01% |
| DAO Youdao, Inc. | -1,751 | $66.75K | <0.01% |
| LNZA LanzaTech Global, Inc. | -291 | $63.29K | <0.01% |
| TGEN Tecogen Inc. | -1,873 | $52.07K | <0.01% |
| NBTX Nanobiotix S.A. | -882 | $46.50K | <0.01% |
| AMRN Amarin Corp Plc\Uk | -234 | $44.24K | <0.01% |
| MBUU Malibu Boats, Inc. | -330 | $32.61K | <0.01% |
| AVAL Grupo Aval Acciones Y Valores S.A. | -1,299 | $30.96K | <0.01% |
| TRMD TORM plc | -257 | $25.55K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 191.7K | $55.46M | 4.22% | +183.1K | +2,137.3% | Added | 0% |
| 2 | IAU Ishares Gold Trust | Others | 655.4K | $49.49M | 3.76% | +616.1K | +1,567.6% | Added | 0.08% |
| 3 | NVDA Nvidia Corp | Technology | 242.5K | $48.53M | 3.69% | +120.3K | +98.4% | Added | 0% |
| 4 | AMAT Applied Materials Inc | Technology | 51.9K | $37.51M | 2.85% | +48.2K | +1,319.4% | Added | 0.01% |
| 5 | GOOGL Alphabet Inc. | Technology | 103.8K | $37.10M | 2.82% | +68.8K | +196.6% | Added | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 81.3K | $34.19M | 2.6% | +76.9K | +1,766.4% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 140.5K | $33.49M | 2.55% | +53.6K | +61.6% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 87.0K | $32.87M | 2.5% | +79.9K | +1,124.6% | Added | 0% |
| 9 | APO Apollo Global Management, Inc. | Financial Services | 254.4K | $30.10M | 2.29% | +251.5K | +8,742.3% | Added | 0.04% |
| 10 | MSFT Microsoft Corp | Technology | 80.3K | $29.96M | 2.28% | +61.6K | +329.2% | Added | 0% |
| 11 | ASML Asml Holding Nv | Technology | 14.1K | $28.13M | 2.14% | +5,908 | +71.8% | Added | 0% |
| 12 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 458.9K | $23.43M | 1.78% | +378.5K | +470.5% | Added | 0.23% |
| 13 | GOOG Alphabet Inc. | Technology | 51.2K | $18.09M | 1.38% | +42.2K | +467.1% | Added | 0% |
| 14 | DELL Dell Technologies Inc. | Technology | 38.6K | $16.67M | 1.27% | +26.9K | +228.0% | Added | 0.01% |
| 15 | PLTR Palantir Technologies Inc. | Technology | 127.8K | $14.91M | 1.13% | +120.6K | +1,675.2% | Added | 0.01% |
Tip. Select a row to see that position’s full history at EverSource Wealth Advisors.
As of its Q2 2026 13F filing, EverSource Wealth Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 4.2%, Ishares Gold Trust (IAU) at 3.8%, Nvidia Corp (NVDA) at 3.7%, Applied Materials Inc (AMAT) at 2.9%, Alphabet Inc. (GOOGL) at 2.8% of the reported portfolio.
EverSource Wealth Advisors, LLC reported a 13F portfolio worth $1.32B across 3,376 positions for Q2 2026. That is down 31.5% from the previous quarter.
Its largest purchases by value were Apple Inc. ($52.98M), Ishares Gold Trust ($46.52M), Applied Materials Inc ($34.87M). It opened 110 new positions.
Its largest sales by value were Booking Holdings Inc. ($2.17B), Berkshire Hathaway Inc ($259.85M), Elevance Health, Inc. ($256.05M). It exited 71 positions entirely.
From the Form 13F-HR reports EverSource Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.