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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) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 687 shares | $313,403 |
| SCHWAB 1-5 YEAR CORPORATE BOND ETF | ETF | 808524714 | — | 12,970 shares | $312,568 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 2,362 shares | $312,516 |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF | ETF | 922908512 | — | 1,598 shares | $312,457 |
| EASTGROUP PPTYS INC COM | REIT | 277276101 | — | 1,582 shares | $312,387 |
| GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | ETF | 37954Y368 | — | 7,767 shares | $312,338 |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | — | 6,034 shares | $312,320 |
| PHILLIPS 66 COM | Stock | 718546104 | — | 1,223 shares | $312,147 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 626 shares | $311,717 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 949 shares | $311,670 |
| NEWS CORP NEW CL A | Stock | 65249B109 | — | 10,865 shares | $311,282 |
| HP INC COM | Stock | 40434L105 | — | 9,944 shares | $311,048 |
| ENBRIDGE INC COM | Stock | 29250N105 | — | 6,681 shares | $310,622 |
| OWENS CORNING NEW COM | Stock | 690742101 | — | 2,645 shares | $308,777 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 988 shares | $308,633 |
| ORACLE CORP COM | Stock | 68389X105 | — | 2,245 shares | $308,263 |
| 3M CO COM | Stock | 88579Y101 | — | 1,873 shares | $307,406 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 | — | 3,418 shares | $306,327 |
| PACCAR INC COM | Stock | 693718108 | — | 2,788 shares | $306,109 |
| QUALYS INC COM | Stock | 74758T303 | — | 1,629 shares | $304,949 |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | ETF | 14020Y300 | — | 11,615 shares | $304,661 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 1,564 shares | $304,603 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | — | 4,295 shares | $303,270 |
| CBRE GROUP INC CL A | Stock | 12504L109 | — | 2,354 shares | $302,418 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 493 shares | $301,598 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | — | 5,980 shares | $301,315 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 4,826 shares | $301,125 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 2,071 shares | $300,937 |
| LOWES COS INC COM | Stock | 548661107 | — | 1,632 shares | $300,808 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288646 | — | 5,864 shares | $300,395 |
| AMERICAN INTL GROUP INC COM NEW | Stock | 026874784 | — | 4,034 shares | $300,210 |
| COMFORT SYS USA INC COM | Stock | 199908104 | — | 181 shares | $299,390 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 902 shares | $298,409 |
| INSPIRE GROWTH ETF | ETF | 66538H369 | — | 7,863 shares | $298,084 |
| PFIZER INC COM | Stock | 717081103 | — | 10,445 shares | $297,891 |
| PFIZER INC COM | Stock | 717081103 | — | 10,444 shares | $297,863 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 1,462 shares | $297,649 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 49338L103 | — | 817 shares | $297,421 |
| CORPAY INC COM SHS | Stock | 219948106 | — | 765 shares | $297,279 |
| VANECK MORNINGSTAR WIDE MOAT ETF | ETF | 92189F643 | — | 2,812 shares | $297,257 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 753 shares | $297,036 |
| INNOVATOR U.S. EQUITY BUFFER ETF - JULY | ETF | 45782C789 | — | 5,352 shares | $296,607 |
| ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | 464289438 | — | 1,004 shares | $296,090 |
| FORTINET INC COM | Stock | 34959E109 | — | 1,654 shares | $295,721 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 1,052 shares | $294,685 |
| PIMCO INCOME STRATEGY FD II COM | CEF | 72201J104 | — | 47,197 shares | $294,512 |
| EOG RES INC COM | Stock | 26875P101 | — | 2,135 shares | $294,118 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 2,803 shares | $294,035 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 3,004 shares | $293,611 |
| PAYPAL HLDGS INC COM | Stock | 70450Y103 | — | 5,589 shares | $293,590 |
| PLEXUS CORP COM | Stock | 729132100 | — | 1,122 shares | $292,786 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 3,471 shares | $292,585 |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | ETF | 33739Q200 | — | 6,032 shares | $292,311 |
| CAPITAL ONE FINL CORP COM | Stock | 14040H105 | — | 1,513 shares | $292,097 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 | — | 3,412 shares | $291,112 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 584 shares | $290,803 |
| PINNACLE FINL PARTNERS INC COM | Stock | 72348N109 | — | 3,099 shares | $290,097 |
| VANGUARD MORNINGSTAR LARGE-CAP ETF | ETF | 922908637 | — | 824 shares | $289,924 |
| PFIZER INC COM | Stock | 717081103 | — | 10,152 shares | $289,526 |
| EVENTIDE LARGE CAP GROWTH ETF | ETF | 86280R118 | — | 10,194 shares | $289,301 |
| JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | ETF | 46641Q886 | — | 2,432 shares | $289,241 |
| ELEVANCE HEALTH INC FORMERLY A COM | Stock | 036752103 | — | 742 shares | $288,504 |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | ETF | 87283Q867 | — | 6,820 shares | $288,281 |
| ARROW ELECTRS INC COM | Stock | 042735100 | — | 1,269 shares | $288,063 |
| WOORI FINL GROUP INC SPONSORED ADS | ADR | 981064108 | — | 3,812 shares | $287,958 |
| LAMAR ADVERTISING CO CL A | REIT | 512816109 | — | 1,994 shares | $287,355 |
| WELLTOWER INC COM | REIT | 95040Q104 | — | 1,248 shares | $287,340 |
| EQUINIX INC COM | REIT | 29444U700 | — | 284 shares | $287,289 |
| UNITY SOFTWARE INC COM | Stock | 91332U101 | — | 7,017 shares | $287,206 |
| AMERICAN TOWER CORP COM | REIT | 03027X100 | — | 1,751 shares | $286,662 |
| T-MOBILE US INC COM | Stock | 872590104 | — | 1,758 shares | $286,628 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 78468R853 | — | 5,405 shares | $285,710 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 836 shares | $284,973 |
| MONOLITHIC PWR SYS INC COM | Stock | 609839105 | — | 211 shares | $284,447 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 874 shares | $284,269 |
| SCHWAB U.S. MID-CAP ETF | ETF | 808524508 | — | 8,343 shares | $283,826 |
| IQVIA HLDGS INC COM | Stock | 46266C105 | — | 1,055 shares | $283,637 |
| COCA COLA CONS INC COM | Stock | 191098102 | — | 1,497 shares | $283,337 |
| INSPIRE GLOBAL HOPE ETF | ETF | 66538H658 | — | 5,993 shares | $283,128 |
| EVENTIDE LARGE CAP GROWTH ETF | ETF | 86280R118 | — | 9,976 shares | $283,118 |
| FIDELITY ENHANCED EMERGING MARKETS ETF | ETF | 31609A800 | — | 6,859 shares | $282,316 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 2,179 shares | $282,137 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 | — | 1,265 shares | $281,133 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 | — | 1,264 shares | $280,937 |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | ETF | 46641Q852 | — | 6,012 shares | $280,760 |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | ETF | 37954Y632 | — | 4,306 shares | $280,579 |
| ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | — | 1,962 shares | $279,114 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | — | 3,285 shares | $279,090 |
| HARTFORD ALPHA CAPTURE VALUE ETF | ETF | 41653L859 | — | 8,962 shares | $278,375 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 1,050 shares | $277,977 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 286 shares | $277,780 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 2,919 shares | $277,411 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 515 shares | $277,044 |
| TESLA INC COM | Stock | 88160R101 | — | 780 shares | $276,752 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 752 shares | $276,132 |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | ETF | 78468R721 | — | 6,451 shares | $275,909 |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 78467Y107 | — | 420 shares | $275,818 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 2,058 shares | $275,748 |
| OSHKOSH CORP COM | Stock | 688239201 | — | 2,131 shares | $274,515 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 675 shares | $274,475 |