EverSource Wealth Advisors, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$2.7B
Holdings
4,271
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (4,271 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AQLTISHARES CORE MSCI EAFE ETF | 55,686 | $5.0M | 0.18% | |
| 102 | HQYHEALTHEQUITY INC COM | 54,345 | $5.0M | 0.18% | |
| 103 | DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF | 186,954 | $4.9M | 0.18% | |
| 104 | PANWPALO ALTO NETWORKS INC COM | 26,357 | $4.8M | 0.18% | |
| 105 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 51,428 | $4.8M | 0.18% | |
| 106 | DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 148,091 | $4.8M | 0.18% | |
| 107 | CGDGCAPITAL GROUP DIVIDEND VALUE ETF | 109,566 | $4.8M | 0.18% | |
| 108 | RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 66,187 | $4.6M | 0.17% | |
| 109 | MGKVANGUARD MEGA CAP GROWTH ETF | 10,940 | $4.5M | 0.17% | |
| 110 | DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 135,538 | $4.4M | 0.16% | |
| 111 | MGVVANGUARD MEGA CAP VALUE ETF | 31,365 | $4.4M | 0.16% | |
| 112 | GSGOLDMAN SACHS GROUP INC COM | 4,936 | $4.3M | 0.16% | |
| 113 | VOEVANGUARD MID-CAP VALUE ETF | 23,404 | $4.1M | 0.15% | |
| 114 | SLViShares Silver Trust ETF | 63,728 | $4.1M | 0.15% | |
| 115 | COSTCOSTCO WHOLESALE CORPORATION COM | 4,724 | $4.1M | 0.15% | |
| 116 | GQ9SPDR Gold Shares ETF | 10,184 | $4.0M | 0.15% | |
| 117 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 53,350 | $4.0M | 0.15% | |
| 118 | BIBLINSPIRE 100 ETF | 87,608 | $4.0M | 0.15% | |
| 119 | IWBISHARES RUSSELL 1000 ETF | 10,502 | $3.9M | 0.14% | |
| 120 | VFLOVICTORYSHARES FREE CASH FLOW ETF | 97,832 | $3.9M | 0.14% | |
| 121 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 5 | $3.8M | 0.14% | |
| 122 | DEDEERE & CO COM | 8,098 | $3.8M | 0.14% | |
| 123 | DFASDIMENSIONAL U.S. SMALL CAP ETF | 53,754 | $3.7M | 0.14% | |
| 124 | CALFPACER US SMALL CAP CASH COWS ETF | 82,305 | $3.7M | 0.13% | |
| 125 | EFVISHARES MSCI EAFE VALUE ETF | 50,130 | $3.6M | 0.13% | |
| 126 | MAMASTERCARD INCORPORATED CL A | 6,264 | $3.6M | 0.13% | |
| 127 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 129,852 | $3.6M | 0.13% | |
| 128 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 11,649 | $3.5M | 0.13% | |
| 129 | GDXVANECK GOLD MINERS ETF | 41,150 | $3.5M | 0.13% | |
| 130 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 24,428 | $3.5M | 0.13% | |
| 131 | XBISTATE STREET SPDR S&P BIOTECH ETF | 28,718 | $3.5M | 0.13% | |
| 132 | TPSCTIMOTHY PLAN US SMALL CAP CORE ETF | 83,316 | $3.5M | 0.13% | |
| 133 | VBRVANGUARD SMALL CAP VALUE ETF | 16,254 | $3.4M | 0.13% | |
| 134 | DFSVDIMENSIONAL US SMALL CAP VALUE ETF | 104,061 | $3.4M | 0.13% | |
| 135 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 56,820 | $3.4M | 0.12% | |
| 136 | DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 74,764 | $3.3M | 0.12% | |
| 137 | DELLDELL TECHNOLOGIES INC CL C | 26,199 | $3.3M | 0.12% | |
| 138 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 79,142 | $3.3M | 0.12% | |
| 139 | IJHISHARES CORE S&P MID-CAP ETF | 49,528 | $3.3M | 0.12% | |
| 140 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 41,929 | $3.2M | 0.12% | |
| 141 | AMHAMERICAN HOMES 4 RENT CL A | 100,475 | $3.2M | 0.12% | |
| 142 | IVWISHARES S&P 500 GROWTH ETF | 26,037 | $3.2M | 0.12% | |
| 143 | TPLTEXAS PACIFIC LAND CORPORATION COM | 11,159 | $3.2M | 0.12% | |
| 144 | ORCLORACLE CORP COM | 16,459 | $3.2M | 0.12% | |
| 145 | DFGXDIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 59,381 | $3.1M | 0.11% | |
| 146 | SNOWSNOWFLAKE INC COM SHS | 14,264 | $3.1M | 0.11% | |
| 147 | JNJJOHNSON & JOHNSON COM | 15,075 | $3.1M | 0.11% | |
| 148 | COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 88,260 | $3.1M | 0.11% | |
| 149 | IBITISHARES BITCOIN TRUST ETF | 62,525 | $3.1M | 0.11% | |
| 150 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 45,727 | $3.1M | 0.11% | |
| 151 | TPDSOMNIGROUP INTERNATIONAL INC COM | 34,342 | $3.1M | 0.11% | |
| 152 | CRSPCRISPR THERAPEUTICS AG NAMEN AKT | 57,465 | $3.0M | 0.11% | |
| 153 | DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 89,550 | $3.0M | 0.11% | |
| 154 | GEGE AEROSPACE COM NEW | 9,416 | $2.9M | 0.11% | |
| 155 | PSLV/USPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 121,643 | $2.9M | 0.11% | |
| 156 | TBGTBG DIVIDEND FOCUS ETF | 84,844 | $2.8M | 0.10% | |
| 157 | SOSOUTHERN CO COM | 32,404 | $2.8M | 0.10% | |
| 158 | MASMASCO CORP COM | 44,169 | $2.8M | 0.10% | |
| 159 | MUMICRON TECHNOLOGY INC COM | 9,627 | $2.7M | 0.10% | |
| 160 | ABBVABBVIE INC COM | 12,010 | $2.7M | 0.10% | |
| 161 | TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF | 59,969 | $2.7M | 0.10% | |
| 162 | DWDMORGAN STANLEY COM NEW | 14,840 | $2.6M | 0.10% | |
| 163 | CATCATERPILLAR INC COM | 4,507 | $2.6M | 0.09% | |
| 164 | WFCWELLS FARGO & CO COM | 26,777 | $2.5M | 0.09% | |
| 165 | MRKMERCK & CO INC COM | 23,202 | $2.4M | 0.09% | |
| 166 | IWRISHARES RUSSELL MIDCAP ETF | 25,259 | $2.4M | 0.09% | |
| 167 | CRMSALESFORCE INC COM | 9,193 | $2.4M | 0.09% | |
| 168 | TMEDT. ROWE PRICE BLUE CHIP GROWTH ETF | 48,629 | $2.4M | 0.09% | |
| 169 | RTXRTX CORPORATION COM | 13,117 | $2.4M | 0.09% | |
| 170 | BACBANK AMERICA CORP COM | 43,512 | $2.4M | 0.09% | |
| 171 | AMDADVANCED MICRO DEVICES INC COM | 10,962 | $2.3M | 0.09% | |
| 172 | USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 45,222 | $2.3M | 0.09% | |
| 173 | CLHCLEAN HARBORS INC COM | 9,887 | $2.3M | 0.09% | |
| 174 | IWFISHARES RUSSELL 1000 GROWTH ETF | 4,790 | $2.3M | 0.08% | |
| 175 | CBCHUBB LIMITED COM | 7,273 | $2.3M | 0.08% | |
| 176 | KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A | 42,353 | $2.2M | 0.08% | |
| 177 | AXPAMERICAN EXPRESS CO COM | 5,924 | $2.2M | 0.08% | |
| 178 | ARKBARK 21SHARES BITCOIN ETF | 75,227 | $2.2M | 0.08% | |
| 179 | CSCOCISCO SYS INC COM | 28,323 | $2.2M | 0.08% | |
| 180 | VOOGVANGUARD S&P 500 GROWTH ETF | 4,881 | $2.2M | 0.08% | |
| 181 | SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | 73,252 | $2.2M | 0.08% | |
| 182 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 10,924 | $2.2M | 0.08% | |
| 183 | CEGCONSTELLATION ENERGY CORP COM | 6,090 | $2.1M | 0.08% | |
| 184 | TPIFTIMOTHY PLAN INTERNATIONAL ETF | 61,516 | $2.1M | 0.08% | |
| 185 | IWDISHARES RUSSELL 1000 VALUE ETF | 10,097 | $2.1M | 0.08% | |
| 186 | DGCBDIMENSIONAL GLOBAL CREDIT ETF | 38,931 | $2.1M | 0.08% | |
| 187 | TJXTJX COS INC NEW COM | 13,686 | $2.1M | 0.08% | |
| 188 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 10,817 | $2.1M | 0.08% | |
| 189 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 28,546 | $2.1M | 0.08% | |
| 190 | GEVGE VERNOVA INC COM | 3,148 | $2.1M | 0.08% | |
| 191 | SPYSPY 271217P00690000 SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT | 3,000 | $2.0M | 0.08% | Put |
| 192 | DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 63,897 | $2.0M | 0.07% | |
| 193 | PNFPPINNACLE FINL PARTNERS INC COM | 21,060 | $2.0M | 0.07% | |
| 194 | NEARISHARES SHORT DURATION BOND ACTIVE ETF | 37,999 | $1.9M | 0.07% | |
| 195 | BUFRFT VEST LADDERED BUFFER ETF | 56,435 | $1.9M | 0.07% | |
| 196 | KLACKLA CORP COM NEW | 1,586 | $1.9M | 0.07% | |
| 197 | COPCONOCOPHILLIPS COM | 20,590 | $1.9M | 0.07% | |
| 198 | CGSMCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 72,098 | $1.9M | 0.07% | |
| 199 | PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 56,518 | $1.9M | 0.07% | |
| 200 | MCKMCKESSON CORP COM | 2,281 | $1.9M | 0.07% |