EverSource Wealth Advisors, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$2.5T
Holdings
4,322
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (4,322 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD GROWTH ETF | 179,714 | $86.2B | 3.41% | |
| 2 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 1,072,409 | $64.3B | 2.54% | |
| 3 | VTVVANGUARD VALUE ETF | 329,165 | $61.4B | 2.43% | |
| 4 | IAU*iShares Gold Trust ETF | 729,330 | $53.1B | 2.10% | |
| 5 | AAPLAPPLE INC COM | 181,625 | $46.2B | 1.83% | |
| 6 | NVDANVIDIA CORPORATION COM | 237,372 | $44.3B | 1.75% | |
| 7 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 395,574 | $39.5B | 1.56% | |
| 8 | PRXGPRAXIS IMPACT LARGE CAP GROWTH ETF | 1,034,703 | $37.0B | 1.47% | |
| 9 | PRXVPRAXIS IMPACT LARGE CAP VALUE ETF | 1,236,155 | $36.7B | 1.45% | |
| 10 | MSFTMICROSOFT CORP COM | 66,661 | $34.5B | 1.37% | |
| 11 | TSLATESLA INC COM | 77,516 | $34.5B | 1.36% | |
| 12 | BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 363,192 | $33.3B | 1.32% | |
| 13 | VTIVANGUARD TOTAL STOCK MARKET ETF | 94,785 | $31.1B | 1.23% | |
| 14 | AVGOBROADCOM INC COM | 93,221 | $30.8B | 1.22% | |
| 15 | PLTRPALANTIR TECHNOLOGIES INC CL A | 167,391 | $30.5B | 1.21% | |
| 16 | VOOVANGUARD S&P 500 ETF | 48,384 | $29.6B | 1.17% | |
| 17 | DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | 733,602 | $28.3B | 1.12% | |
| 18 | COWZPACER US CASH COWS 100 ETF | 489,331 | $28.1B | 1.11% | |
| 19 | BSVVANGUARD SHORT-TERM BOND ETF | 354,912 | $28.0B | 1.11% | |
| 20 | APOAPOLLO GLOBAL MGMT INC COM | 200,767 | $26.8B | 1.06% | |
| 21 | AMZNAMAZON COM INC COM | 119,367 | $26.2B | 1.04% | |
| 22 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 118,664 | $25.6B | 1.01% | |
| 23 | GOOGLALPHABET INC CAP STK CL A | 104,019 | $25.3B | 1.00% | |
| 24 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 424,354 | $23.0B | 0.91% | |
| 25 | SOVFSovereigns Capital Flourish Fund | 742,860 | $22.5B | 0.89% | |
| 26 | IVVISHARES CORE S&P 500 ETF | 32,859 | $22.0B | 0.87% | |
| 27 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 234,925 | $18.8B | 0.74% | |
| 28 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 376,164 | $18.6B | 0.74% | |
| 29 | DGROISHARES CORE DIVIDEND GROWTH ETF | 254,232 | $17.3B | 0.68% | |
| 30 | RWLINVESCO S&P 500 REVENUE ETF | 155,279 | $17.2B | 0.68% | |
| 31 | CGUSCAPITAL GROUP CORE EQUITY ETF | 430,337 | $17.0B | 0.67% | |
| 32 | PGRPROGRESSIVE CORP COM | 68,082 | $16.8B | 0.67% | |
| 33 | METAMETA PLATFORMS INC CL A | 21,603 | $15.9B | 0.63% | |
| 34 | VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | 207,235 | $15.7B | 0.62% | |
| 35 | ASMLASML HOLDING N V N Y REGISTRY SHS | 16,060 | $15.5B | 0.61% | |
| 36 | NDQINVESCO QQQ TRUST SERIES I | 25,593 | $15.4B | 0.61% | |
| 37 | RHCRH PLC ORD | 127,432 | $15.3B | 0.60% | |
| 38 | CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 511,251 | $15.1B | 0.60% | |
| 39 | PAAAPGIM AAA CLO ETF | 289,474 | $14.9B | 0.59% | |
| 40 | VBVANGUARD SMALL-CAP ETF | 56,791 | $14.4B | 0.57% | |
| 41 | DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 435,390 | $14.3B | 0.56% | |
| 42 | EFAISHARES MSCI EAFE ETF | 150,663 | $14.1B | 0.56% | |
| 43 | CTEFEA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | 617,070 | $14.0B | 0.55% | |
| 44 | SPYSPDR S&P 500 ETF TRUST | 20,475 | $13.6B | 0.54% | |
| 45 | KKRKKR & CO INC COM | 101,291 | $13.2B | 0.52% | |
| 46 | HOODROBINHOOD MKTS INC COM CL A | 90,656 | $13.0B | 0.51% | |
| 47 | AZOAUTOZONE INC COM | 2,888 | $12.4B | 0.49% | |
| 48 | VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | 205,215 | $12.3B | 0.49% | |
| 49 | AVDEAVANTIS INTERNATIONAL EQUITY ETF | 155,587 | $12.3B | 0.49% | |
| 50 | GOOGALPHABET INC CAP STK CL C | 49,683 | $12.1B | 0.48% | |
| 51 | SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | 114,940 | $12.0B | 0.48% | |
| 52 | CGGRCAPITAL GROUP GROWTH ETF | 271,962 | $11.9B | 0.47% | |
| 53 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 23,497 | $11.8B | 0.47% | |
| 54 | VIGIVanguard International Dividend Appreciation ETF | 130,946 | $11.7B | 0.46% | |
| 55 | DCORDIMENSIONAL US CORE EQUITY 1 ETF | 160,285 | $11.5B | 0.46% | |
| 56 | MIGASTRATEGY INC CL A NEW | 35,336 | $11.4B | 0.45% | |
| 57 | AMATAPPLIED MATLS INC COM | 54,749 | $11.2B | 0.44% | |
| 58 | VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF | 256,620 | $11.0B | 0.43% | |
| 59 | JPMJPMORGAN CHASE & CO. COM | 34,223 | $10.8B | 0.43% | |
| 60 | MBBISHARES MBS ETF | 110,290 | $10.5B | 0.42% | |
| 61 | HDHOME DEPOT INC COM | 25,691 | $10.4B | 0.41% | |
| 62 | CGCPCAPITAL GROUP CORE PLUS INCOME ETF | 444,303 | $10.1B | 0.40% | |
| 63 | DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 194,371 | $9.4B | 0.37% | |
| 64 | BXBLACKSTONE INC COM | 54,759 | $9.4B | 0.37% | |
| 65 | GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 227,371 | $9.3B | 0.37% | |
| 66 | PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 344,006 | $9.2B | 0.37% | |
| 67 | VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | 196,547 | $9.2B | 0.37% | |
| 68 | RAASMI 3FOURTEEN REAL ASSET ALLOCATION ETF | 337,882 | $9.2B | 0.36% | |
| 69 | DUHPDIMENSIONAL US HIGH PROFITABILITY ETF | 241,529 | $9.1B | 0.36% | |
| 70 | BIVVANGUARD INTERMEDIATE-TERM BOND ETF | 115,628 | $9.0B | 0.36% | |
| 71 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 154,044 | $8.8B | 0.35% | |
| 72 | FANGDIAMONDBACK ENERGY INC COM | 60,985 | $8.7B | 0.35% | |
| 73 | WMTWALMART INC COM | 83,176 | $8.6B | 0.34% | |
| 74 | CRWDCROWDSTRIKE HLDGS INC CL A | 16,441 | $8.1B | 0.32% | |
| 75 | PFNPIMCO INCOME STRATEGY FD II COM | 1,059,166 | $8.0B | 0.32% | |
| 76 | BLVVANGUARD LONG-TERM BOND ETF | 113,449 | $8.0B | 0.32% | |
| 77 | BNDVANGUARD TOTAL BOND MARKET ETF | 107,159 | $8.0B | 0.32% | |
| 78 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 130,419 | $7.7B | 0.30% | |
| 79 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 170,685 | $7.6B | 0.30% | |
| 80 | NFLXNETFLIX INC COM | 6,170 | $7.4B | 0.29% | |
| 81 | DHID R HORTON INC COM | 43,467 | $7.4B | 0.29% | |
| 82 | RBARB GLOBAL INC COM | 67,453 | $7.3B | 0.29% | |
| 83 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 47,703 | $6.7B | 0.27% | |
| 84 | DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | 90,591 | $6.6B | 0.26% | |
| 85 | CRSPCRISPR THERAPEUTICS AG NAMEN AKT | 97,434 | $6.3B | 0.25% | |
| 86 | VVISA INC COM CL A | 17,992 | $6.1B | 0.24% | |
| 87 | DFCFDIMENSIONAL CORE FIXED INCOME ETF | 143,140 | $6.1B | 0.24% | |
| 88 | VTVANGUARD TOTAL WORLD STOCK ETF | 43,626 | $6.0B | 0.24% | |
| 89 | CVXCHEVRON CORP NEW COM | 38,240 | $5.9B | 0.23% | |
| 90 | PSHPGIM SHORT DURATION HIGH YIELD ETF | 116,681 | $5.9B | 0.23% | |
| 91 | IWBISHARES RUSSELL 1000 ETF | 16,148 | $5.9B | 0.23% | |
| 92 | RWKINVESCO S&P MIDCAP 400 REVENUE ETF | 44,928 | $5.6B | 0.22% | |
| 93 | DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF | 204,646 | $5.6B | 0.22% | |
| 94 | DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | 119,802 | $5.5B | 0.22% | |
| 95 | FLOTISHARES FLOATING RATE BOND ETF | 106,893 | $5.5B | 0.22% | |
| 96 | WWJDINSPIRE INTERNATIONAL ETF | 154,168 | $5.4B | 0.22% | |
| 97 | DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 178,362 | $5.4B | 0.21% | |
| 98 | AMGNAMGEN INC COM | 19,132 | $5.4B | 0.21% | |
| 99 | AMHAMERICAN HOMES 4 RENT CL A | 158,289 | $5.3B | 0.21% | |
| 100 | MGKVANGUARD MEGA CAP GROWTH ETF | 12,936 | $5.2B | 0.21% |
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