Filed: 7/24/2026ACC: 0001710537-26-000007
📋 What this filing means
EVERSOURCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 4392 equity positions with a total reported market value of $2.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4392
Positions
$2.97B
Total AUM (reported)
40.14M
Total Shares
Allocation by class
ETF$1.73B58.1%
STOCK$1.16B39.0%
ADR$56.92M1.9%
REIT$16.45M0.6%
CEF$11.74M0.4%
CONVERTIBLE PREFERRED$1.03M0.0%
PREFERRED$57.3K0.0%
Portfolio Concentration
Top 3$264.43M8.9%
4–10$337.15M11.4%
11–25$452.60M15.2%
Rest$1.91B64.5%
Top 3 weight
8.9%
Top 10 weight
20.3%
Voting Authority Distribution
Total shares with voting rights: 40.14M
Sole
Full voting authority
40.14M
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)
Sole4392
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4392
Rows:
VANGUARD GROWTH ETF
SOLEShares1.28M
TypeSH
Market value$110.46M
3.72%
Sole
1.28M
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares376.25K
TypeSH
Market value$82.00M
2.76%
Sole
376.25K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares1.01M
TypeSH
Market value$71.97M
2.42%
Sole
1.01M
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP GROWTH ETF
SOLEShares1.51M
TypeSH
Market value$58.91M
1.98%
Sole
1.51M
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares191.65K
TypeSH
Market value$55.46M
1.87%
Sole
191.65K
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP VALUE ETF
SOLEShares1.44M
TypeSH
Market value$50.16M
1.69%
Sole
1.44M
Shared
0.00
None
0.00
iShares Gold Trust ETF
SOLEShares655.37K
TypeSH
Market value$49.49M
1.67%
Sole
655.37K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares242.54K
TypeSH
Market value$48.53M
1.63%
Sole
242.54K
Shared
0.00
None
0.00
APPLIED MATLS INC COM
SOLEShares51.88K
TypeSH
Market value$37.51M
1.26%
Sole
51.88K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares103.81K
TypeSH
Market value$37.10M
1.25%
Sole
103.81K
Shared
0.00
None
0.00
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
SOLEShares382.86K
TypeSH
Market value$35.09M
1.18%
Sole
382.86K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares81.30K
TypeSH
Market value$34.19M
1.15%
Sole
81.30K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares90.87K
TypeSH
Market value$33.62M
1.13%
Sole
90.86K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares140.52K
TypeSH
Market value$33.49M
1.13%
Sole
140.52K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares87.01K
TypeSH
Market value$32.87M
1.11%
Sole
87.01K
Shared
0.00
None
0.00
PACER US CASH COWS 100 ETF
SOLEShares510.24K
TypeSH
Market value$31.74M
1.07%
Sole
510.23K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares45.76K
TypeSH
Market value$31.43M
1.06%
Sole
45.76K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC COM
SOLEShares254.39K
TypeSH
Market value$30.10M
1.01%
Sole
254.39K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares80.33K
TypeSH
Market value$29.96M
1.01%
Sole
80.32K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares123.69K
TypeSH
Market value$29.27M
0.99%
Sole
123.69K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM BOND ETF
SOLEShares369.59K
TypeSH
Market value$28.79M
0.97%
Sole
369.59K
Shared
0.00
None
0.00
ASML HLDG NV N Y REGISTRY SHS
SOLEShares14.14K
TypeSH
Market value$28.13M
0.95%
Sole
14.14K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares580.20K
TypeSH
Market value$25.74M
0.87%
Sole
580.19K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares414.76K
TypeSH
Market value$24.76M
0.83%
Sole
414.76K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN FUND
SOLEShares458.89K
TypeSH
Market value$23.43M
0.79%
Sole
458.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 1.28M | SH | $110.46M 3.72% | 1.28M | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 376.25K | SH | $82.00M 2.76% | 376.25K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.01M | SH | $71.97M 2.42% | 1.01M | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP GROWTH ETFSOLE | ETF | 1.51M | SH | $58.91M 1.98% | 1.51M | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 191.65K | SH | $55.46M 1.87% | 191.65K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP VALUE ETFSOLE | ETF | 1.44M | SH | $50.16M 1.69% | 1.44M | 0.00 | 0.00 |
iShares Gold Trust ETFSOLE | ETF | 655.37K | SH | $49.49M 1.67% | 655.37K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 242.54K | SH | $48.53M 1.63% | 242.54K | 0.00 | 0.00 |
APPLIED MATLS INC COMSOLE | Stock | 51.88K | SH | $37.51M 1.26% | 51.88K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 103.81K | SH | $37.10M 1.25% | 103.81K | 0.00 | 0.00 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 382.86K | SH | $35.09M 1.18% | 382.86K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 81.30K | SH | $34.19M 1.15% | 81.30K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 90.87K | SH | $33.62M 1.13% | 90.86K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 140.52K | SH | $33.49M 1.13% | 140.52K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 87.01K | SH | $32.87M 1.11% | 87.01K | 0.00 | 0.00 |
PACER US CASH COWS 100 ETFSOLE | ETF | 510.24K | SH | $31.74M 1.07% | 510.23K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 45.76K | SH | $31.43M 1.06% | 45.76K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INC COMSOLE | Stock | 254.39K | SH | $30.10M 1.01% | 254.39K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 80.33K | SH | $29.96M 1.01% | 80.32K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 123.69K | SH | $29.27M 0.99% | 123.69K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 369.59K | SH | $28.79M 0.97% | 369.59K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 14.14K | SH | $28.13M 0.95% | 14.14K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 580.20K | SH | $25.74M 0.87% | 580.19K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 414.76K | SH | $24.76M 0.83% | 414.76K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOIN FUNDSOLE | ETF | 458.89K | SH | $23.43M 0.79% | 458.89K | 0.00 | 0.00 |
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