EverSource Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
4,392
Total value ($000)
$2,968,843
Net value change ($000)
-312,891 (-9.5%)
New positions
221
Sold out positions
216
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 18,336 95.6%
IWO 11,642 16169.4%
DELL 10,127 154.8%
ASML 8,239 41.4%
POOL 7,815 4179.1%
MU 7,642 151.6%
USIG 6,065 257.1%
CGCP 5,683 36.7%
EXXONMOBIL HOLDINGS CORP COM SHS 5,507 NEW
CRWD 5,417 84.2%
Top Reduces (Value $000, Stocks/ETFs)
VEA -53,670 -42.7%
VUG -49,259 -30.8%
VTV -43,233 -34.5%
PRXV -23,295 -31.7%
PRXG -19,941 -25.3%
VWO -17,436 -41.3%
BNDX -16,595 -45.4%
BSV -15,485 -35.0%
VCSH -11,830 -63.3%
VB -11,141 -38.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,516 (0.2% 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