EverSource Wealth Advisors, LLC ETF holdings
Birmingham, AL
Reported $1.7B in 841 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.7B
ETFs held
841
Change from prior quarter
-13.8%
With price moves
ETFs as a share of its 13F
58.2%
of $3.0B
Top 10 of 841 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $110.5M | 1,282,340 | +916,671 shares |
| VTV | Vanguard Morningstar Value ETF | $82.0M | 376,246 | −262,021 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $72.0M | 1,010,101 | −950,578 shares |
| PRXG | Praxis Impact Large Cap Growth ETF | $58.9M | 1,509,765 | −889,883 shares |
| PRXV | Praxis Impact Large Cap Value ETF | $50.2M | 1,440,018 | −922,610 shares |
| IAU | iShares Gold Trust | $49.5M | 655,374 | −11,071 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $35.1M | 382,859 | −96,508 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $33.6M | 90,866 | −30,712 shares |
| COWZ | Pacer US Cash Cows 100 ETF | $31.7M | 510,235 | −8,234 shares |
| VOO | Vanguard S&P 500 ETF | $31.4M | 45,760 | −2,890 shares |
831 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001710537. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does EverSource Wealth Advisors, LLC own?
EverSource Wealth Advisors, LLC reported 841 ETF positions worth $1.7B in its Form 13F for June 30, 2026. The largest was VUG, at $110.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.