EverSource Wealth Advisors, LLC

Q1 2026 13F-HR/A Holdings

Location
Birmingham, AL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
4,386
Total value ($000)
$3,281,734
Net value change ($000)
+563,469 (20.7%)
New positions
274
Sold out positions
161
Turnover %
0.9%
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)
VUG 65,662 69.8%
VEA 60,059 91.6%
VTV 58,176 86.8%
PRXV 31,734 76.1%
PRXG 29,650 60.3%
VWO 19,370 84.9%
BNDX 17,578 92.7%
BSV 16,906 61.8%
AAPL 14,901 29.9%
VB 13,956 93.9%
Top Reduces (Value $000, Stocks/ETFs)
VBIL -13,078 -40.5%
SPYG -12,456 -91.8%
APO -9,786 -25.2%
PFN -7,615 -95.3%
BIL -7,030 -13.8%
DUHP -6,323 -61.7%
FBTC -6,037 -18.4%
TSLA -4,332 -11.9%
PLTR -4,106 -17.1%
HOOD -3,762 -37.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9,578 (0.3% 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