EverSource Wealth Advisors, LLC
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,968,843
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 4,392 | 2,968,843 | 13F-HR | EverSource Wealth Advisors, LLC |
| Q1 2026 | 5/15/2026 | 4,386 | 3,281,734 | 13F-HR/A - RESTATEMENT | EverSource Wealth Advisors, LLC |
| Q1 2026 | 5/14/2026 | 4,386 | 3,273,485 | 13F-HR | EverSource Wealth Advisors, LLC |
| Q4 2025 | 2/6/2026 | 4,272 | 2,718,265 | 13F-HR | EverSource Wealth Advisors, LLC |
| Q3 2025 | 11/10/2025 | 4,322 | 2,528,211 | 13F-HR | EverSource Wealth Advisors, LLC |
| Q2 2025 | 8/13/2025 | 4,249 | 2,214,770 | 13F-HR | EverSource Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.517 K
(0.2% of total reported value)
· QoQ Δ:
-5.06 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.238 M | 41.8% | 0 | 30.33 K | -30.33 K |
| ETFs | 1.727 M | 58.2% | 0 | 277.5 K | -277.5 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
2,968,843
Holdings
4392
QoQ value change ($000)
-312,891
(-9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.