EverSource Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
4,386
Total value ($000)
$3,273,485
Net value change ($000)
+555,220 (20.4%)
New positions
274
Sold out positions
161
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ELV 57,679 8216.4%
BKNG 43,499 3207.9%
OGN 41,729 154551.9%
CRM 33,752 1386.1%
NWFL 32,387 3238700.0%
DEI 29,107 153194.7%
ESUM 29,095 2236.4%
HIG 27,032 4923.9%
VBK 26,837 9128.2%
LEN 26,833 157841.2%
Top Reduces (Value $000, Stocks/ETFs)
VUG -53,631 -57.0%
BIL -50,949 -100.0%
AAPL -49,049 -98.6%
IAU -46,677 -79.4%
NVDA -40,733 -90.9%
APO -38,583 -99.4%
VTV -35,129 -52.4%
TSLA -35,111 -96.2%
MSFT -32,295 -96.5%
AVGO -31,852 -98.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 235 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type