EverSource Wealth Advisors, LLC - Portfolio Stock Holdings
EverSource Wealth Advisors, LLC disclosed 4446 stock positions in a recent SEC 13F filing. $3,105,781,007 of stock holdings were filed, with the largest holdings including VTV, VEA, and PRXG. This filing represented positions held on March 31, 2026, and was filed on May 14, 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:
March 31, 2026No. of Stocks:
4446Est. Stock Holding Value:
$3,105,781,007Top Stock Holdings By Sector
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Portfolio Stock Holdings - EverSource Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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