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EverSource Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $3,107,798,681
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD MORNINGSTAR GROWTH ETF · ETF · 922908736 · shares: $117,605,306
- VANGUARD MORNINGSTAR VALUE ETF · ETF · 922908744 · shares: $81,623,209
- VANGUARD FTSE DEVELOPED MARKETS ETF · ETF · 921943858 · shares: $70,284,912
- APPLE INC COM · Stock · 037833100 · shares: $67,842,346
- PRAXIS IMPACT LARGE CAP GROWTH ETF · ETF · 74006E736 · shares: $62,936,235
- NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $58,051,311
- PRAXIS IMPACT LARGE CAP VALUE ETF · ETF · 74006E744 · shares: $50,237,595
- STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF · ETF · 78468R663 · shares: $42,340,212
- MICROSOFT CORP COM · Stock · 594918104 · shares: $40,946,692
- iShares Gold Trust ETF · ETF · 464285204 · shares: $39,607,868
Reported holdings
19,881 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH ETF | ETF | 922908736 | — | 515,210 shares | $46,425,544 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 78468R663 | — | 460,183 shares | $42,171,194 |
| iShares Gold Trust ETF | ETF | 464285204 | — | 501,979 shares | $39,204,560 |
| VANGUARD MORNINGSTAR GROWTH ETF | ETF | 922908736 | — | 415,506 shares | $37,441,236 |
| FIDELITY WISE ORIGIN BITCOIN FUND | ETF | 315948109 | — | 486,894 shares | $35,368,012 |
| PRAXIS IMPACT LARGE CAP GROWTH ETF | ETF | 74006E736 | — | 856,968 shares | $34,995,392 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | — | 487,309 shares | $34,408,879 |
| VANGUARD MORNINGSTAR GROWTH ETF | ETF | 922908736 | — | 372,759 shares | $33,589,304 |
| PACER US CASH COWS 100 ETF | ETF | 69374H881 | — | 500,309 shares | $33,400,616 |
| VANGUARD MORNINGSTAR VALUE ETF | ETF | 922908744 | — | 150,825 shares | $32,590,300 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 140,548 shares | $32,098,290 |
| APPLE INC COM | Stock | 037833100 | — | 91,619 shares | $30,510,961 |
| VANGUARD S&P 500 ETF | ETF | 922908363 | — | 42,500 shares | $29,786,579 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | — | 411,745 shares | $29,073,291 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | — | 122,483 shares | $28,576,588 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 240,939 shares | $27,963,380 |
| PRAXIS IMPACT LARGE CAP VALUE ETF | ETF | 74006E744 | — | 792,523 shares | $27,445,063 |
| TESLA INC COM | Stock | 88160R101 | — | 70,364 shares | $24,965,981 |
| VANGUARD MORNINGSTAR VALUE ETF | ETF | 922908744 | — | 115,053 shares | $24,860,661 |
| U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES | ETF | 25239Y212 | — | 539,696 shares | $23,989,487 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 46,842 shares | $23,954,252 |
| VANGUARD MORNINGSTAR VALUE ETF | ETF | 922908744 | — | 110,354 shares | $23,845,318 |
| CAPITAL GROUP CORE EQUITY ETF | ETF | 14020V108 | — | 535,259 shares | $23,819,027 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 13,022 shares | $23,592,009 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 67,573 shares | $23,250,499 |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | ETF | 14019W109 | — | 667,971 shares | $22,904,728 |
| PRAXIS IMPACT LARGE CAP GROWTH ETF | ETF | 74006E736 | — | 539,997 shares | $22,051,473 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 117,291 shares | $21,939,250 |
| AMAZON COM INC COM | Stock | 023135106 | — | 85,641 shares | $21,337,546 |
| CAPITAL GROUP GROWTH ETF | ETF | 14020G101 | — | 446,430 shares | $21,174,180 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | — | 275,550 shares | $20,773,726 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | ETF | 25434V799 | — | 551,715 shares | $20,749,991 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | ETF | 922908769 | — | 53,944 shares | $20,188,158 |
| INVESCO S&P 500 REVENUE ETF | ETF | 46138G698 | — | 154,672 shares | $19,903,253 |
| CAPITAL GROUP CORE PLUS INCOME ETF | ETF | 14020Y102 | — | 933,187 shares | $19,755,575 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 25,549 shares | $19,484,787 |
| BROADCOM INC COM | Stock | 11135F101 | — | 54,304 shares | $19,071,069 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | — | 25,694 shares | $19,007,877 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 31,958 shares | $17,192,535 |
| SMI 3FOURTEEN REAL ASSET ALLOCATION ETF | ETF | 26923N397 | — | 557,128 shares | $16,664,595 |
| ISHARES MSCI EAFE ETF | ETF | 464287465 | — | 158,406 shares | $16,456,802 |
| PRAXIS IMPACT LARGE CAP VALUE ETF | ETF | 74006E744 | — | 468,633 shares | $16,228,762 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 31,635 shares | $16,225,742 |
| AVANTIS INTERNATIONAL EQUITY ETF | ETF | 025072703 | — | 175,730 shares | $15,835,017 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 58,642 shares | $15,525,470 |
| ISHARES CORE S&P 500 ETF | ETF | 464287200 | — | 20,076 shares | $15,375,666 |
| APPLIED FINANCE VALUATION LARGE CAP ETF | ETF | 26923N405 | — | 315,761 shares | $15,323,874 |
| EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | ETF | 02072L532 | — | 547,525 shares | $15,308,310 |
| PGIM AAA CLO ETF | ETF | 69344A834 | — | 288,788 shares | $14,811,950 |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | ETF | 922040845 | — | 191,777 shares | $14,521,340 |
| APPLE INC COM | Stock | 037833100 | — | 43,330 shares | $14,429,714 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 92203J407 | — | 297,452 shares | $13,941,575 |
| VANGUARD SHORT-TERM BOND ETF | ETF | 921937827 | — | 175,380 shares | $13,399,032 |
| VANGUARD SHORT-TERM BOND ETF | ETF | 921937827 | — | 173,020 shares | $13,218,696 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | ETF | 922908769 | — | 34,829 shares | $13,034,504 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 61,913 shares | $12,835,084 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | — | 211,447 shares | $12,540,937 |
| DIAMONDBACK ENERGY INC COM | Stock | 25278X109 | — | 67,834 shares | $12,468,833 |
| ISHARES CORE U.S. REIT ETF | ETF | 464288521 | — | 197,075 shares | $12,135,881 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 | — | 468,987 shares | $11,907,586 |
| VANGUARD RUSSELL 1000 VALUE ETF | ETF | 92206C714 | — | 108,766 shares | $11,822,830 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | 92206C706 | — | 207,398 shares | $11,751,159 |
| CRH PLC ORD | Stock | G25508105 | — | 141,010 shares | $11,675,759 |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | ETF | 381430107 | — | 226,430 shares | $10,379,557 |
| VANGUARD SHORT-TERM TREASURY ETF | ETF | 92206C102 | — | 177,863 shares | $10,237,815 |
| ROBINHOOD MKTS INC COM CL A | Stock | 770700102 | — | 89,166 shares | $10,031,180 |
| ISHARES MBS ETF | ETF | 464288588 | — | 111,155 shares | $9,961,715 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | — | 140,285 shares | $9,840,963 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 13,179 shares | $9,557,291 |
| KKR & CO INC COM | Stock | 48251W104 | — | 103,278 shares | $9,429,439 |
| STRATEGY INC CL A NEW | Stock | 594972408 | — | 58,904 shares | $9,017,619 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 41,864 shares | $8,663,755 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 20,359 shares | $8,088,874 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | — | 135,575 shares | $8,040,948 |
| CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 | — | 161,681 shares | $7,898,129 |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288620 | — | 158,590 shares | $7,724,922 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF | ETF | 922908751 | — | 26,562 shares | $7,556,620 |
| ISHARES ETHEREUM TRUST ETF | ETF | 46438R204 | — | 374,305 shares | $7,531,017 |
| FIDELITY ENHANCED INTERNATIONAL ETF | ETF | 31609A404 | — | 186,584 shares | $7,446,567 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | — | 73,845 shares | $7,434,694 |
| AUTOZONE INC COM | Stock | 053332102 | — | 2,611 shares | $7,389,182 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 46641Q332 | — | 130,585 shares | $7,341,492 |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | ETF | 25434V302 | — | 182,882 shares | $7,189,091 |
| INSPIRE 500 ETF | ETF | 66537J796 | — | 26,407 shares | $7,186,327 |
| VANGUARD TOTAL WORLD STOCK ETF | ETF | 922042742 | — | 45,418 shares | $7,169,299 |
| HEALTHEQUITY INC COM | Stock | 42226A107 | — | 80,639 shares | $7,133,326 |
| AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | ETF | 032108722 | — | 169,059 shares | $7,022,728 |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | ETF | 032108409 | — | 147,292 shares | $6,847,621 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | ETF | 025072802 | — | 62,098 shares | $6,792,305 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF | ETF | 922908751 | — | 23,616 shares | $6,718,455 |
| KIRBY CORP COM | Stock | 497266106 | — | 50,718 shares | $6,656,738 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 19,529 shares | $6,654,478 |
| AMGEN INC COM | Stock | 031162100 | — | 15,778 shares | $6,650,586 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | — | 42,836 shares | $6,648,137 |
| INVESCO S&P MIDCAP 400 REVENUE ETF | ETF | 46138G672 | — | 47,595 shares | $6,587,184 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | ETF | 92206C771 | — | 146,247 shares | $6,494,829 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | — | 91,542 shares | $6,463,814 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 921937819 | — | 86,900 shares | $6,331,534 |
| CRISPR THERAPEUTICS AG NAMEN AKT | Stock | H17182108 | — | 112,581 shares | $6,227,972 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 33738R506 | — | 79,531 shares | $6,226,597 |