EverSource Wealth Advisors, LLC

CIK 0001710537 · Q2 2026

13F Equity AUM

$3.0B

+10.1% QoQ

Positions

3,835

+103 QoQ

AUM Rank

#1,205

Top 14%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #3,987 · Top 48%

vs S&P -1.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 12.8%Top 10: 20.3%Top 20: 31.1%

VUG3.7%

VTV2.8%

VEA2.4%

PRXG2.0%

AAPL1.9%

PRXV1.7%

IAU*1.7%

NVDA1.6%

AMAT1.3%

GOOGL1.3%

Others (3825)79.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services62.4%

Technology14.2%

Consumer Cyclical4.3%

Industrials4.3%

Communication Services3.0%

Healthcare2.9%

Financials2.1%

Other6.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 3835Median: 0.00%Avg: 0.03%

0–0.5%

3790(51.4%)

0.5–1%

26(18.4%)

1–3%

18(26.4%)

3–5%

1(3.7%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 3,835vs 20 funds

0%Low

3,835

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New224Increased1826Decreased1938Exited218

New Positions

EXXONMOBIL HOLDINGS …0.2%

+40K

SPACE EXPLORATION TE…0.0%

+7K

BANK MONTREAL MEDIUM…0.0%

+20K

PROSHARES ULTRASHORT…0.0%

+17K

SPXU0.0%

+15K

DIREXION DAILY SEMIC…0.0%

+140K

SUSB0.0%

+20K

FMUN0.0%

+10K

ICLN0.0%

+22K

HONEYWELL INTL INC C…0.0%

+2K

Increased

VUG3.7%

+1.1M(+498%)

CGCP0.7%

+256K(+37%)

USIG0.3%

+119K(+265%)

PDBC0.1%

+112K(+1813%)

PYLD0.5%

+73K(+15%)

FLTR0.1%

+71K(+6996%)

CGGR0.6%

+60K(+19%)

CGXU0.7%

+59K(+11%)

VGSH0.4%

+55K(+38%)

PRXG2.0%

+50K(+3%)

Decreased

VCSH0.2%

-143,950(-62%)

DFSV0.0%

-123,378(-99%)

BIL1.2%

-96,508(-20%)

DFAC0.9%

-78,763(-12%)

AMH0.0%

-74,468(-79%)

FT20.0%

-70,367(-91%)

DFUV0.2%

-68,901(-37%)

DFSD0.1%

-56,838(-47%)

IIIV0.0%

-47,423(-100%)

IWN0.0%

-47,153(-95%)

Exited

-53,906

-4,440

-138,839

-9,215

-28,290

-2,724

-4,107

-2,390

AMAZON COM INC CLL O…

-600

CTRA

-7,094

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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