EverSource Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Birmingham, AL
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
4,548
Total value ($000)
$3,107,799
Net value change ($000)
+138,956 (4.7%)
New positions
338
Sold out positions
193
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES 27,472 NEW
AAPL 12,386 22.3%
USRT 12,111 48444.0%
FBTC 11,942 51.0%
VONV 11,442 3003.1%
MSFT 10,984 36.7%
NVDA 9,521 19.6%
PLTR 8,611 57.7%
ISHARES ETHEREUM TRUST ETF 7,544 NEW
BIL 7,255 20.7%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -25,737 -100.0%
DCOR -12,554 -100.0%
AMAT -11,844 -31.6%
IWO -11,533 -98.5%
IAU -9,879 -20.0%
TSLA -4,625 -13.5%
DUHP -3,987 -100.0%
DFAT -3,941 -100.0%
DFAS -3,322 -100.0%
LMBS -3,311 -68.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,789 (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