§ 13F · FUND PROFILE
EverSource Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2528.2T (13F)Positions · 11995Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$107.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | iShares Gold Trust ETF | 718K | $58.3T | 2.1% | — |
| 2 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 556K | $50.8T | 1.9% | — |
| 3 | VUG | VANGUARD GROWTH ETF | 85K | $41.3T | 1.5% | NEW |
| 4 | APO | APOLLO GLOBAL MGMT INC COM | 267K | $38.7T | 1.4% | NEW |
| 5 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 430K | $32.7T | 1.2% | +9% |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 523K | $32.7T | 1.2% | −51% |
| 7 | TSLA | TESLA INC COM | 69K | $31.1T | 1.1% | −3% |
| 8 | COWZ | PACER US CASH COWS 100 ETF | 496K | $29.8T | 1.1% | +1% |
| 9 | VTV | VANGUARD VALUE ETF | 153K | $29.1T | 1.1% | −54% |
| 10 | VUG | VANGUARD GROWTH ETF | 59K | $28.6T | 1.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EVERSOURCE SIGNAL
AC read
EverSource Wealth Advisors, LLC is a Other fund managing $2528211.5 trillion in assets. The fund runs a massive portfolio of 11,995 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed