EverSource Wealth Advisors, LLC: 13F holdings
CIK 17105372026Q2
| Positions | 4,391 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 4,391 (+6 vs prior quarter) |
|---|
| Reported value | $3.0bn (-9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD GROWTH ETF | 1,282,340 | $110.5m | 3.7% |
| VTV VANGUARD VALUE ETF | 376,246 | $82.0m | 2.8% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 1,010,101 | $72.0m | 2.4% |
| PRAXIS IMPACT LARGE CAP GROWTH ETF | 1,509,765 | $58.9m | 2.0% |
| AAPL APPLE INC COM | 191,650 | $55.5m | 1.9% |
| PRAXIS IMPACT LARGE CAP VALUE ETF | 1,440,018 | $50.2m | 1.7% |
| IAU iShares Gold Trust ETF | 655,374 | $49.5m | 1.7% |
| NVDA NVIDIA CORPORATION COM | 242,540 | $48.5m | 1.6% |
| AMAT APPLIED MATLS INC COM | 51,878 | $37.5m | 1.3% |
| GOOGL ALPHABET INC CAP STK CL A | 103,812 | $37.1m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1710537")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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