Institutional Fund
Eversource Wealth Advisors, LLC
Birmingham, ALCIK 17105376 filings on record
Portfolio Value
$3.27B
Q1 2026
Holdings
4,377
Reported positions
New Buys
275
Opened this quarter
QoQ Change
+20.6%
from $2.71B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds4.9%
- Vanguard Tax-Managed Fds3.8%
- Vanguard Index Fds3.8%
- Praxis Impact Large Cap Growth ETF2.4%
- Praxis Impact Large Cap Value ETF2.2%
- Apple Inc2.0%
- Other80.8%
Portfolio Holdings
4,377 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 365.7K | $159.72M | 4.9% | +172.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 1.96M | $125.64M | 3.8% | +910.9K | Added |
| 3 | Vanguard Index Fds | 638.3K | $125.23M | 3.8% | +287.2K | Added |
| 4 | Praxis Impact Large Cap Growth ETF | 2.40M | $78.85M | 2.4% | +1.05M | Added |
| 5 | Praxis Impact Large Cap Value ETF | 2.36M | $73.45M | 2.2% | +986.7K | Added |
| 6 | Apple Inc | 254.8K | $64.66M | 2.0% | +71.7K | Added |
| 7 | Ishares Gold Tr | 666.4K | $58.75M | 1.8% | −57.5K | Reduced |
| 8 | Nvidia Corporation | 273.5K | $47.71M | 1.5% | +33.3K | Added |
| 9 | Vanguard Bd Index Fds | 564.7K | $44.28M | 1.4% | +217.4K | Added |
| 10 | Spdr Series Trust | 479.4K | $43.93M | 1.3% | −78.3K | Reduced |
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