EdgeMarket › What Eversource Wealth Advisors, Llc reported owning
What Eversource Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.3BPositions
4,386Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VUG Vanguard Morningstar Growth ETF | 159.7M | 4.9% | 365.7K | 87.50 | +15.9% |
| VEA Vanguard FTSE Developed Markets ETF | 125.6M | 3.8% | 2.0M | 73.42 | +24.7% |
| VTV Vanguard Morningstar Value ETF | 125.2M | 3.8% | 638.3K | 226.40 | +24.6% |
| PRXG Praxis Impact Large Cap Growth ETF | 78.9M | 2.4% | 2.4M | 39.61 | +17.1% |
| PRXV Praxis Impact Large Cap Value ETF | 73.5M | 2.2% | 2.4M | 36.39 | +25.0% |
| AAPL Apple Inc. | 64.7M | 2.0% | 254.8K | 309.35 | +36.9% |
| IAU ISHARES GOLD TRUST | 58.8M | 1.8% | 666.4K | 86.79 | +37.5% |
| NVDA NVIDIA CORP | 47.7M | 1.5% | 273.5K | 214.72 | +22.4% |
| BSV Vanguard Short-Term Bond ETF | 44.3M | 1.3% | 564.7K | 77.57 | -1.4% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 43.9M | 1.3% | 479.4K | 91.60 | -0.1% |
| VWO Vanguard FTSE Emerging Markets ETF | 42.2M | 1.3% | 780.6K | 60.45 | +17.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 39.0M | 1.2% | 121.6K | 378.24 | +20.5% |
| BNDX Vanguard Total International Bond ETF | 36.5M | 1.1% | 760.5K | 47.65 | -3.3% |
| MSFT MICROSOFT CORP | 35.3M | 1.1% | 95.5K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 34.9M | 1.1% | 121.4K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 33.8M | 1.0% | 162.1K | 258.63 | +15.6% |
| COWZ Pacer US Cash Cows 100 ETF | 32.4M | 1.0% | 518.5K | 72.02 | +26.3% |
| TSLA Tesla, Inc. | 32.2M | 1.0% | 86.5K | 362.86 | +12.0% |
| AVGO Broadcom Inc. | 31.9M | 1.0% | 103.0K | 368.45 | +26.5% |
| VOO Vanguard S&P 500 ETF | 29.1M | 0.9% | 48.6K | 703.71 | +20.0% |
| APO Apollo Global Management, Inc. | 29.0M | 0.9% | 260.4K | 132.69 | -2.0% |
| VB Vanguard Morningstar Small-Cap ETF | 28.8M | 0.9% | 110.0K | 304.76 | +24.4% |
| VIG Vanguard Div Appreciation ETF | 27.3M | 0.8% | 126.8K | 243.91 | +16.2% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 26.8M | 0.8% | 689.7K | 45.61 | +22.8% |
| FBTC Fidelity Wise Origin Bitcoin Fund | 26.7M | 0.8% | 452.4K | 67.02 | -32.8% |
| AVDE Avantis International Equity ETF | 23.5M | 0.7% | 277.4K | 94.26 | +22.4% |
| GOOG Alphabet Inc. | 21.1M | 0.6% | 73.6K | 341.75 | +70.7% |
| IVV iShares Core S&P 500 ETF | 21.0M | 0.6% | 32.1K | 769.31 | +20.0% |
| VSLU Applied Finance Valuation Large Cap ETF | 20.9M | 0.6% | 500.7K | 48.77 | +19.4% |
| ASML ASML HOLDING NV | 19.9M | 0.6% | 15.1K | 1,763.76 | +135.3% |
| DGRO iShares Core Dividend Growth ETF | 19.9M | 0.6% | 282.9K | 79.61 | +20.0% |
| PLTR Palantir Technologies Inc. | 19.9M | 0.6% | 135.7K | 179.94 | +15.3% |
| SPY SPDR S&P 500 ETF TRUST | 19.6M | 0.6% | 30.1K | 765.72 | +20.0% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 19.2M | 0.6% | 253.6K | 75.66 | +0.2% |
| AMAT APPLIED MATERIALS INC /DE | 19.2M | 0.6% | 56.1K | 492.32 | +205.9% |
| CGUS Capital Group Core Equity ETF | 19.1M | 0.6% | 495.9K | 45.14 | +18.5% |
| DFIC Dimensional International Core Equity 2 ETF | 18.7M | 0.6% | 526.5K | 39.41 | +22.0% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 18.7M | 0.6% | 235.6K | 78.59 | -1.3% |
| RWL Invesco S&P 500 Revenue ETF | 18.2M | 0.6% | 158.0K | 133.89 | +25.3% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 18.0M | 0.5% | 384.3K | 46.15 | -0.4% |
| BIV Vanguard Intermediate-Term Bond ETF | 17.2M | 0.5% | 222.3K | 75.43 | -2.5% |
| BSVO EA Bridgeway Omni Small-Cap Value ETF | 16.4M | 0.5% | 647.4K | 29.62 | +36.7% |
| CGXU Capital Group International Focus Equity ETF | 16.3M | 0.5% | 552.5K | 35.14 | +25.9% |
| SOVF Sovereign's Capital Flourish Fund | 16.1M | 0.5% | 600.7K | 32.13 | +5.4% |
| BLV Vanguard Long-Term Bond ETF | 15.9M | 0.5% | 231.6K | 65.84 | -4.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 15.8M | 0.5% | 265.9K | 58.31 | -2.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 15.6M | 0.5% | 27.1K | 713.44 | +26.1% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 15.6M | 0.5% | 596.8K | 26.16 | -1.4% |
| CGCP Capital Group Core Plus Income ETF | 15.5M | 0.5% | 692.9K | 22.00 | -2.5% |
| META Meta Platforms, Inc. | 15.4M | 0.5% | 27.0K | 549.90 | -26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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