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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 MID-CAP VALUE ETF | ETF | 922908512 | — | 930 shares | $181,908 |
| COCA COLA CONS INC COM | Stock | 191098102 | — | 960 shares | $181,732 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 553 shares | $181,666 |
| PPG INDS INC COM | Stock | 693506107 | — | 1,741 shares | $181,639 |
| UNION PAC CORP COM | Stock | 907818108 | — | 667 shares | $181,611 |
| AMGEN INC COM | Stock | 031162100 | — | 430 shares | $181,377 |
| ISHARES RUSSELL 2000 GROWTH ETF | ETF | 464287648 | — | 508 shares | $181,329 |
| PRINCIPAL FINANCIAL GROUP INC COM | Stock | 74251V102 | — | 1,619 shares | $181,263 |
| SANDISK CORP COM | Stock | 80004C200 | — | 104 shares | $180,949 |
| GENERAL MTRS CO COM | Stock | 37045V100 | — | 2,348 shares | $180,796 |
| VISTRA CORP COM | Stock | 92840M102 | — | 1,306 shares | $180,698 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 594 shares | $180,635 |
| VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | ETF | 92647N865 | — | 2,418 shares | $180,523 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 353 shares | $180,517 |
| DIMENSIONAL CORE FIXED INCOME ETF | ETF | 25434V872 | — | 4,485 shares | $179,938 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 326 shares | $179,779 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 1,237 shares | $179,711 |
| EMCOR GROUP INC COM | Stock | 29084Q100 | — | 238 shares | $179,569 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 | — | 1,210 shares | $179,443 |
| DIAMONDBACK ENERGY INC COM | Stock | 25278X109 | — | 976 shares | $179,404 |
| ENCOMPASS HEALTH CORP COM | Stock | 29261A100 | — | 1,473 shares | $178,986 |
| LINDE PLC SHS | Stock | G54950103 | — | 377 shares | $178,943 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 220 shares | $178,508 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 682 shares | $178,404 |
| AMGEN INC COM | Stock | 031162100 | — | 423 shares | $178,299 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 | — | 1,487 shares | $178,233 |
| MEDTRONIC PLC SHS | Stock | G5960L103 | — | 2,065 shares | $178,189 |
| CAPITAL GROUP DIVIDEND GROWERS ETF | ETF | 14021L109 | — | 4,810 shares | $178,098 |
| AVEANNA HEALTHCARE HLDGS INC COM | Stock | 05356F105 | — | 14,345 shares | $178,021 |
| ZSCALER INC COM | Stock | 98980G102 | — | 891 shares | $177,715 |
| VANECK URANIUM AND NUCLEAR ETF | ETF | 92189F601 | — | 1,717 shares | $177,651 |
| BIOMARIN PHARMACEUTICAL INC COM | Stock | 09061G101 | — | 2,950 shares | $177,000 |
| CUMMINS INC COM | Stock | 231021106 | — | 342 shares | $176,822 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 1,086 shares | $176,747 |
| FTAI AVIATION LTD SHS | Stock | G3730V105 | — | 1,056 shares | $176,464 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 1,079 shares | $175,607 |
| BLACKROCK RES & COMMODITIES ST SHS | CEF | 09257A108 | — | 14,726 shares | $174,803 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 194 shares | $174,670 |
| BLUEROCK PVT REAL ESTATE FD COM | CEF | 09631P102 | — | 13,875 shares | $173,992 |
| BITMINE IMMERSION TECHS INC COM NEW | Stock | 09175A206 | — | 6,580 shares | $173,898 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 46435G672 | — | 3,529 shares | $173,627 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 923 shares | $173,597 |
| BOX INC CL A | Stock | 10316T104 | — | 5,185 shares | $173,594 |
| WESTERN ALLIANCE BANCORP COM | Stock | 957638109 | — | 2,311 shares | $173,556 |
| ON SEMICONDUCTOR CORP COM | Stock | 682189105 | — | 2,256 shares | $173,419 |
| VULCAN MATLS CO COM | Stock | 929160109 | — | 708 shares | $173,209 |
| MORNINGSTAR INC COM | Stock | 617700109 | — | 911 shares | $173,126 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 3,935 shares | $173,107 |
| APPLE INC COM | Stock | 037833100 | — | 520 shares | $173,041 |
| ISHARES MSCI INTL VALUE FACTOR ETF | ETF | 46435G409 | — | 4,034 shares | $173,018 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 23345M107 | — | 1,447 shares | $172,892 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 2,047 shares | $172,562 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 2,017 shares | $172,332 |
| HILTON WORLDWIDE HLDGS INC COM | Stock | 43300A203 | — | 540 shares | $171,855 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 780 shares | $171,545 |
| ISHARES U.S. EQUITY FACTOR ETF | ETF | 46434V282 | — | 2,202 shares | $171,454 |
| CMS ENERGY CORP COM | Stock | 125896100 | — | 2,716 shares | $171,325 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 779 shares | $171,325 |
| SK HYNIX INC AMERICAN DEPOSIT | ADR | 78392B206 | — | 930 shares | $171,260 |
| UNITED AIRLS HLDGS INC COM | Stock | 910047109 | — | 1,538 shares | $170,641 |
| TYLER TECHNOLOGIES INC COM | Stock | 902252105 | — | 535 shares | $170,451 |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | — | 2,456 shares | $170,103 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 642 shares | $170,095 |
| KINSALE CAP GROUP INC COM | Stock | 49714P108 | — | 525 shares | $169,444 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 | — | 1,710 shares | $169,427 |
| ISHARES CORE S&P 500 ETF | ETF | 464287200 | — | 221 shares | $169,253 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 78468R663 | — | 1,844 shares | $169,018 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 426 shares | $168,998 |
| DYNATRACE INC COM NEW | Stock | 268150109 | — | 2,926 shares | $168,947 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 | — | 323 shares | $168,868 |
| FORTINET INC COM | Stock | 34959E109 | — | 943 shares | $168,571 |
| GITLAB INC CLASS A COM | Stock | 37637K108 | — | 3,562 shares | $168,305 |
| HALLIBURTON CO COM | Stock | 406216101 | — | 5,290 shares | $168,231 |
| BOEING CO COM | Stock | 097023105 | — | 904 shares | $168,189 |
| WESTERN DIGITAL CORP COM | Stock | 958102105 | — | 370 shares | $168,150 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 182 shares | $167,866 |
| WILLIAMS COS INC COM | Stock | 969457100 | — | 2,468 shares | $167,750 |
| VERTIV HOLDINGS CO COM CL A | Stock | 92537N108 | — | 694 shares | $167,469 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 7,242 shares | $167,073 |
| KLA CORP COM NEW | Stock | 482480100 | — | 857 shares | $167,055 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 | — | 517 shares | $167,052 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 2,677 shares | $167,039 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 629 shares | $166,649 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 1,701 shares | $166,293 |
| ISHARES MSCI GLOBAL GOLD MINERS ETF | ETF | 46434G855 | — | 2,162 shares | $165,649 |
| SOUTHERN COPPER CORP COM | Stock | 84265V105 | — | 817 shares | $165,557 |
| INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | ETF | 46138J619 | — | 2,375 shares | $165,541 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 385 shares | $165,438 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 | — | 1,738 shares | $165,066 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 | — | 442 shares | $165,003 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 | — | 217 shares | $164,234 |
| SWAN HEDGED EQUITY US LARGE CAP ETF | ETF | 53656F599 | — | 6,105 shares | $163,980 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 297 shares | $163,787 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 332 shares | $163,460 |
| EBAY INC. COM | Stock | 278642103 | — | 1,541 shares | $163,404 |
| UBS GROUP AG SHS | Stock | H42097107 | — | 3,365 shares | $161,940 |
| WALMART INC COM | Stock | 931142103 | — | 1,557 shares | $161,836 |
| WASTE CONNECTIONS INC COM | Stock | 94106B101 | — | 1,050 shares | $161,627 |
| ISHARES MSCI USA VALUE FACTOR ETF | ETF | 46432F388 | — | 815 shares | $161,370 |
| REPUBLIC SVCS INC COM | Stock | 760759100 | — | 768 shares | $161,248 |