Filed: 2/6/2026ACC: 0001710537-26-000001
📋 What this filing means
EVERSOURCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 4272 equity positions with a total reported market value of $2.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4272
Positions
$2.72B
Total AUM (reported)
38.90M
Total Shares
Allocation by class
ETF$1.59B58.4%
STOCK$1.05B38.6%
ADR$46.08M1.7%
CEF$18.67M0.7%
REIT$16.21M0.6%
CONVERTIBLE PREFERRED$68.7K0.0%
Portfolio Concentration
Top 3$226.69M8.3%
4–10$334.02M12.3%
11–25$453.37M16.7%
Rest$1.70B62.7%
Top 3 weight
8.3%
Top 10 weight
20.6%
Voting Authority Distribution
Total shares with voting rights: 38.90M
Sole
Full voting authority
38.90M
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)
Sole4272
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4272
Rows:
VANGUARD GROWTH ETF
SOLEShares192.80K
TypeSH
Market value$94.06M
3.46%
Sole
192.80K
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares351.08K
TypeSH
Market value$67.05M
2.47%
Sole
351.07K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares1.05M
TypeSH
Market value$65.58M
2.41%
Sole
1.05M
Shared
0.00
None
0.00
iShares Gold Trust ETF
SOLEShares723.99K
TypeSH
Market value$58.77M
2.16%
Sole
723.99K
Shared
0.00
None
0.00
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
SOLEShares557.66K
TypeSH
Market value$50.96M
1.87%
Sole
557.66K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares183.04K
TypeSH
Market value$49.76M
1.83%
Sole
183.04K
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP GROWTH ETF
SOLEShares1.35M
TypeSH
Market value$49.20M
1.81%
Sole
1.35M
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares240.28K
TypeSH
Market value$44.81M
1.65%
Sole
240.28K
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP VALUE ETF
SOLEShares1.38M
TypeSH
Market value$41.72M
1.53%
Sole
1.38M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC COM
SOLEShares268.03K
TypeSH
Market value$38.80M
1.43%
Sole
268.03K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares81.12K
TypeSH
Market value$36.48M
1.34%
Sole
81.12K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares69.20K
TypeSH
Market value$33.47M
1.23%
Sole
69.20K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares106.64K
TypeSH
Market value$33.38M
1.23%
Sole
106.64K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN FUND
SOLEShares429.50K
TypeSH
Market value$32.74M
1.20%
Sole
429.50K
Shared
0.00
None
0.00
VANGUARD 0-3 MONTH TREASURY BILL ETF
SOLEShares427.70K
TypeSH
Market value$32.26M
1.19%
Sole
427.70K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares93.10K
TypeSH
Market value$32.22M
1.19%
Sole
93.09K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares95.76K
TypeSH
Market value$32.11M
1.18%
Sole
95.76K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares138.50K
TypeSH
Market value$31.97M
1.18%
Sole
138.50K
Shared
0.00
None
0.00
PACER US CASH COWS 100 ETF
SOLEShares497.10K
TypeSH
Market value$29.91M
1.10%
Sole
497.10K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares47.52K
TypeSH
Market value$29.80M
1.10%
Sole
47.52K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares125.34K
TypeSH
Market value$27.55M
1.01%
Sole
125.34K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM BOND ETF
SOLEShares347.34K
TypeSH
Market value$27.37M
1.01%
Sole
347.34K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares690.26K
TypeSH
Market value$27.33M
1.01%
Sole
690.26K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC CL A
SOLEShares134.77K
TypeSH
Market value$23.96M
0.88%
Sole
134.77K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares424.54K
TypeSH
Market value$22.82M
0.84%
Sole
424.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 192.80K | SH | $94.06M 3.46% | 192.80K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 351.08K | SH | $67.05M 2.47% | 351.07K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.05M | SH | $65.58M 2.41% | 1.05M | 0.00 | 0.00 |
iShares Gold Trust ETFSOLE | ETF | 723.99K | SH | $58.77M 2.16% | 723.99K | 0.00 | 0.00 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 557.66K | SH | $50.96M 1.87% | 557.66K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 183.04K | SH | $49.76M 1.83% | 183.04K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP GROWTH ETFSOLE | ETF | 1.35M | SH | $49.20M 1.81% | 1.35M | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 240.28K | SH | $44.81M 1.65% | 240.28K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP VALUE ETFSOLE | ETF | 1.38M | SH | $41.72M 1.53% | 1.38M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INC COMSOLE | Stock | 268.03K | SH | $38.80M 1.43% | 268.03K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 81.12K | SH | $36.48M 1.34% | 81.12K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 69.20K | SH | $33.47M 1.23% | 69.20K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 106.64K | SH | $33.38M 1.23% | 106.64K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOIN FUNDSOLE | ETF | 429.50K | SH | $32.74M 1.20% | 429.50K | 0.00 | 0.00 |
VANGUARD 0-3 MONTH TREASURY BILL ETFSOLE | ETF | 427.70K | SH | $32.26M 1.19% | 427.70K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 93.10K | SH | $32.22M 1.19% | 93.09K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 95.76K | SH | $32.11M 1.18% | 95.76K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 138.50K | SH | $31.97M 1.18% | 138.50K | 0.00 | 0.00 |
PACER US CASH COWS 100 ETFSOLE | ETF | 497.10K | SH | $29.91M 1.10% | 497.10K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 47.52K | SH | $29.80M 1.10% | 47.52K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 125.34K | SH | $27.55M 1.01% | 125.34K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 347.34K | SH | $27.37M 1.01% | 347.34K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 690.26K | SH | $27.33M 1.01% | 690.26K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 134.77K | SH | $23.96M 0.88% | 134.77K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 424.54K | SH | $22.82M 0.84% | 424.54K | 0.00 | 0.00 |
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