Filed: 11/10/2025ACC: 0001710537-25-000009
📋 What this filing means
EVERSOURCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 4322 equity positions with a total reported market value of $2.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4322
Positions
$2.53B
Total AUM (reported)
37.01M
Total Shares
Allocation by class
ETF$1.46B57.8%
STOCK$986.37M39.0%
ADR$45.48M1.8%
REIT$18.51M0.7%
CEF$17.09M0.7%
CONVERTIBLE PREFERRED$70.2K0.0%
Portfolio Concentration
Top 3$211.84M8.4%
4–10$291.35M11.5%
11–25$423.59M16.8%
Rest$1.60B63.3%
Top 3 weight
8.4%
Top 10 weight
19.9%
Voting Authority Distribution
Total shares with voting rights: 37.01M
Sole
Full voting authority
37.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4322
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4322
Rows:
VANGUARD GROWTH ETF
SOLEShares179.71K
TypeSH
Market value$86.19M
3.41%
Sole
179.71K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares1.07M
TypeSH
Market value$64.26M
2.54%
Sole
1.07M
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares329.17K
TypeSH
Market value$61.39M
2.43%
Sole
329.17K
Shared
0.00
None
0.00
iShares Gold Trust ETF
SOLEShares729.33K
TypeSH
Market value$53.07M
2.10%
Sole
729.33K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares181.63K
TypeSH
Market value$46.25M
1.83%
Sole
181.62K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares237.37K
TypeSH
Market value$44.29M
1.75%
Sole
237.37K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN FUND
SOLEShares395.57K
TypeSH
Market value$39.48M
1.56%
Sole
395.57K
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP GROWTH ETF
SOLEShares1.03M
TypeSH
Market value$37.04M
1.47%
Sole
1.03M
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP VALUE ETF
SOLEShares1.24M
TypeSH
Market value$36.68M
1.45%
Sole
1.24M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares66.66K
TypeSH
Market value$34.53M
1.37%
Sole
66.66K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares77.52K
TypeSH
Market value$34.47M
1.36%
Sole
77.51K
Shared
0.00
None
0.00
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
SOLEShares363.19K
TypeSH
Market value$33.32M
1.32%
Sole
363.19K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares94.78K
TypeSH
Market value$31.11M
1.23%
Sole
94.78K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares93.22K
TypeSH
Market value$30.75M
1.22%
Sole
93.22K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC CL A
SOLEShares167.39K
TypeSH
Market value$30.54M
1.21%
Sole
167.39K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares48.38K
TypeSH
Market value$29.63M
1.17%
Sole
48.38K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares733.60K
TypeSH
Market value$28.30M
1.12%
Sole
733.60K
Shared
0.00
None
0.00
PACER US CASH COWS 100 ETF
SOLEShares489.33K
TypeSH
Market value$28.12M
1.11%
Sole
489.33K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM BOND ETF
SOLEShares354.91K
TypeSH
Market value$28.01M
1.11%
Sole
354.91K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC COM
SOLEShares200.77K
TypeSH
Market value$26.76M
1.06%
Sole
200.77K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares119.37K
TypeSH
Market value$26.21M
1.04%
Sole
119.36K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares118.66K
TypeSH
Market value$25.61M
1.01%
Sole
118.66K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares104.02K
TypeSH
Market value$25.29M
1.00%
Sole
104.02K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares424.35K
TypeSH
Market value$22.99M
0.91%
Sole
424.35K
Shared
0.00
None
0.00
Sovereigns Capital Flourish Fund
SOLEShares742.86K
TypeSH
Market value$22.50M
0.89%
Sole
742.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 179.71K | SH | $86.19M 3.41% | 179.71K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.07M | SH | $64.26M 2.54% | 1.07M | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 329.17K | SH | $61.39M 2.43% | 329.17K | 0.00 | 0.00 |
iShares Gold Trust ETFSOLE | ETF | 729.33K | SH | $53.07M 2.10% | 729.33K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 181.63K | SH | $46.25M 1.83% | 181.62K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 237.37K | SH | $44.29M 1.75% | 237.37K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOIN FUNDSOLE | ETF | 395.57K | SH | $39.48M 1.56% | 395.57K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP GROWTH ETFSOLE | ETF | 1.03M | SH | $37.04M 1.47% | 1.03M | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP VALUE ETFSOLE | ETF | 1.24M | SH | $36.68M 1.45% | 1.24M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 66.66K | SH | $34.53M 1.37% | 66.66K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 77.52K | SH | $34.47M 1.36% | 77.51K | 0.00 | 0.00 |
SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 363.19K | SH | $33.32M 1.32% | 363.19K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 94.78K | SH | $31.11M 1.23% | 94.78K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 93.22K | SH | $30.75M 1.22% | 93.22K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 167.39K | SH | $30.54M 1.21% | 167.39K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 48.38K | SH | $29.63M 1.17% | 48.38K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 733.60K | SH | $28.30M 1.12% | 733.60K | 0.00 | 0.00 |
PACER US CASH COWS 100 ETFSOLE | ETF | 489.33K | SH | $28.12M 1.11% | 489.33K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 354.91K | SH | $28.01M 1.11% | 354.91K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INC COMSOLE | Stock | 200.77K | SH | $26.76M 1.06% | 200.77K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 119.37K | SH | $26.21M 1.04% | 119.36K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 118.66K | SH | $25.61M 1.01% | 118.66K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 104.02K | SH | $25.29M 1.00% | 104.02K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 424.35K | SH | $22.99M 0.91% | 424.35K | 0.00 | 0.00 |
Sovereigns Capital Flourish FundSOLE | ETF | 742.86K | SH | $22.50M 0.89% | 742.86K | 0.00 | 0.00 |
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