EverSource Wealth Advisors, LLC - Portfolio overview

EverSource Wealth Advisors, LLC has 4684 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD VALUE ETF, 4.53%
2. VUG - VANGUARD GROWTH ETF, 3.93%
3. FBTC - FIDELITY WISE ORIGIN BITCOIN FUND, 3.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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