EverSource Wealth Advisors, LLC - Portfolio Stock Holdings
EverSource Wealth Advisors, LLC disclosed 4504 stock positions in a recent SEC 13F filing. $2,948,899,323 of stock holdings were filed, with the largest holdings including VUG, VTV, and VEA. This filing represented positions held on June 30, 2026, and was filed on July 24, 2026.We estimate the fund has a total AUM of $5,095,829,877 and has 76 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
4504Est. Stock Holding Value:
$2,948,899,323Top Stock Holdings By Sector
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Portfolio Stock Holdings - EverSource Wealth Advisors, LLC
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Portfolio Options Holdings - EverSource Wealth Advisors, LLC
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