Filed: 5/14/2026ACC: 0001710537-26-000005
📋 What this filing means
EVERSOURCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 4386 equity positions with a total reported market value of $3.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4386
Positions
$3.27B
Total AUM (reported)
46.91M
Total Shares
Allocation by class
STOCK$2.05B62.6%
ETF$953.62M29.1%
REIT$134.38M4.1%
ADR$73.23M2.2%
CEF$59.00M1.8%
PREFERRED$3.56M0.1%
CONVERTIBLE PREFERRED$166.8K0.0%
Portfolio Concentration
Top 3$144.99M4.4%
4–10$254.02M7.8%
11–25$400.42M12.2%
Rest$2.47B75.6%
Top 3 weight
4.4%
Top 10 weight
12.2%
Voting Authority Distribution
Total shares with voting rights: 46.92M
Sole
Full voting authority
46.92M
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)
Sole4386
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4386
Rows:
ELEVANCE HEALTH INC FORMERLY A COM
SOLEShares663.13K
TypeSH
Market value$58.38M
1.78%
Sole
2.01K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC COM
SOLEShares486.80K
TypeSH
Market value$44.85M
1.37%
Sole
305.00
Shared
0.00
None
0.00
ORGANON & CO COMMON STOCK
SOLEShares126.29K
TypeSH
Market value$41.76M
1.28%
Sole
3.72K
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
SOLEShares109K
TypeSH
Market value$40.43M
1.23%
Sole
365.67K
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP GROWTH ETF
SOLEShares1.02M
TypeSH
Market value$39.15M
1.20%
Sole
2.40M
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares700.86K
TypeSH
Market value$38.84M
1.19%
Sole
1.96M
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares532.71K
TypeSH
Market value$36.19M
1.11%
Sole
11.24K
Shared
0.00
None
0.00
APPLIED FINANCE VALUATION LARGE CAP ETF
SOLEShares255.08K
TypeSH
Market value$35.11M
1.07%
Sole
500.72K
Shared
0.00
None
0.00
NORWOOD FINANCIAL CORP COM
SOLEShares517.42K
TypeSH
Market value$32.39M
0.99%
Sole
36.00
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares176.30K
TypeSH
Market value$31.92M
0.98%
Sole
638.27K
Shared
0.00
None
0.00
EVENTIDE US MARKET ETF
SOLEShares980.38K
TypeSH
Market value$30.40M
0.93%
Sole
85.43K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares123.30K
TypeSH
Market value$30.30M
0.93%
Sole
689.74K
Shared
0.00
None
0.00
DOUGLAS EMMETT INC COM
SOLEShares264.07K
TypeSH
Market value$29.13M
0.89%
Sole
2.48K
Shared
0.00
None
0.00
HARTFORD INSURANCE GROUP INC COM
SOLEShares423.05K
TypeSH
Market value$27.58M
0.84%
Sole
4.20K
Shared
0.00
None
0.00
CHEVRON CORPORATION COM
SOLEShares422.24K
TypeSH
Market value$27.30M
0.83%
Sole
45.54K
Shared
0.00
None
0.00
VANGUARD SMALL-CAP GROWTH ETF
SOLEShares62.30K
TypeSH
Market value$27.13M
0.83%
Sole
762.00
Shared
0.00
None
0.00
LENNAR CORP CL B
SOLEShares454.48K
TypeSH
Market value$26.85M
0.82%
Sole
180.00
Shared
0.00
None
0.00
IONQ INC COM
SOLEShares63.41K
TypeSH
Market value$26.27M
0.80%
Sole
959.00
Shared
0.00
None
0.00
STEPSTONE GROUP INC COM CL A
SOLEShares70.82K
TypeSH
Market value$26.14M
0.80%
Sole
2.97K
Shared
0.00
None
0.00
LXP INDUSTRIAL TRUST COM
SOLEShares47.29K
TypeSH
Market value$26.10M
0.80%
Sole
874.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares785.47K
TypeSH
Market value$25.94M
0.79%
Sole
50.41K
Shared
0.00
None
0.00
TC ENERGY CORP COM
SOLEShares119.11K
TypeSH
Market value$25.53M
0.78%
Sole
4.13K
Shared
0.00
None
0.00
QUANTUM SI INC COM CL A
SOLEShares627.08K
TypeSH
Market value$24.37M
0.74%
Sole
5.46K
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP VALUE ETF
SOLEShares755.62K
TypeSH
Market value$23.85M
0.73%
Sole
2.36M
Shared
0.00
None
0.00
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares148.85K
TypeSH
Market value$23.54M
0.72%
Sole
49.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELEVANCE HEALTH INC FORMERLY A COMSOLE | Stock | 663.13K | SH | $58.38M 1.78% | 2.01K | 0.00 | 0.00 |
BOOKING HOLDINGS INC COMSOLE | Stock | 486.80K | SH | $44.85M 1.37% | 305.00 | 0.00 | 0.00 |
ORGANON & CO COMMON STOCKSOLE | Stock | 126.29K | SH | $41.76M 1.28% | 3.72K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | ETF | 109K | SH | $40.43M 1.23% | 365.67K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP GROWTH ETFSOLE | ETF | 1.02M | SH | $39.15M 1.20% | 2.40M | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 700.86K | SH | $38.84M 1.19% | 1.96M | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | Stock | 532.71K | SH | $36.19M 1.11% | 11.24K | 0.00 | 0.00 |
APPLIED FINANCE VALUATION LARGE CAP ETFSOLE | ETF | 255.08K | SH | $35.11M 1.07% | 500.72K | 0.00 | 0.00 |
NORWOOD FINANCIAL CORP COMSOLE | Stock | 517.42K | SH | $32.39M 0.99% | 36.00 | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 176.30K | SH | $31.92M 0.98% | 638.27K | 0.00 | 0.00 |
EVENTIDE US MARKET ETFSOLE | ETF | 980.38K | SH | $30.40M 0.93% | 85.43K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 123.30K | SH | $30.30M 0.93% | 689.74K | 0.00 | 0.00 |
DOUGLAS EMMETT INC COMSOLE | REIT | 264.07K | SH | $29.13M 0.89% | 2.48K | 0.00 | 0.00 |
HARTFORD INSURANCE GROUP INC COMSOLE | Stock | 423.05K | SH | $27.58M 0.84% | 4.20K | 0.00 | 0.00 |
CHEVRON CORPORATION COMSOLE | Stock | 422.24K | SH | $27.30M 0.83% | 45.54K | 0.00 | 0.00 |
VANGUARD SMALL-CAP GROWTH ETFSOLE | ETF | 62.30K | SH | $27.13M 0.83% | 762.00 | 0.00 | 0.00 |
LENNAR CORP CL BSOLE | Stock | 454.48K | SH | $26.85M 0.82% | 180.00 | 0.00 | 0.00 |
IONQ INC COMSOLE | Stock | 63.41K | SH | $26.27M 0.80% | 959.00 | 0.00 | 0.00 |
STEPSTONE GROUP INC COM CL ASOLE | Stock | 70.82K | SH | $26.14M 0.80% | 2.97K | 0.00 | 0.00 |
LXP INDUSTRIAL TRUST COMSOLE | REIT | 47.29K | SH | $26.10M 0.80% | 874.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 785.47K | SH | $25.94M 0.79% | 50.41K | 0.00 | 0.00 |
TC ENERGY CORP COMSOLE | Stock | 119.11K | SH | $25.53M 0.78% | 4.13K | 0.00 | 0.00 |
QUANTUM SI INC COM CL ASOLE | Stock | 627.08K | SH | $24.37M 0.74% | 5.46K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP VALUE ETFSOLE | ETF | 755.62K | SH | $23.85M 0.73% | 2.36M | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 148.85K | SH | $23.54M 0.72% | 49.48K | 0.00 | 0.00 |
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