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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) |
|---|---|---|---|---|---|
| PRAXIS IMPACT LARGE CAP VALUE ETF | ETF | 74006E744 | — | 179,323 shares | $6,209,955 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 55,065 shares | $6,172,269 |
| POOL CORP COM | Stock | 73278L105 | — | 37,814 shares | $6,120,919 |
| Vanguard International Dividend Appreciation ETF | ETF | 921946810 | — | 64,121 shares | $6,054,281 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 29,244 shares | $5,971,884 |
| VANGUARD LONG-TERM BOND ETF | ETF | 921937793 | — | 95,128 shares | $5,967,379 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 26,107 shares | $5,962,317 |
| PRAXIS IMPACT LARGE CAP GROWTH ETF | ETF | 74006E736 | — | 144,219 shares | $5,889,370 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 17,033 shares | $5,803,887 |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | ETF | 69374H360 | — | 141,652 shares | $5,649,070 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | — | 72,983 shares | $5,637,903 |
| PGIM SHORT DURATION HIGH YIELD ETF | ETF | 69344A784 | — | 115,552 shares | $5,623,924 |
| Sovereigns Capital Flourish Fund | ETF | 210322202 | — | 184,418 shares | $5,485,100 |
| INSPIRE INTERNATIONAL ETF | ETF | 66538H419 | — | 141,373 shares | $5,481,021 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 10,235 shares | $5,249,740 |
| TBG DIVIDEND FOCUS ETF | ETF | 02072L375 | — | 144,422 shares | $5,213,634 |
| CIENA CORP COM NEW | Stock | 171779309 | — | 14,282 shares | $5,024,296 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 25434V807 | — | 89,550 shares | $5,002,282 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 60,903 shares | $4,956,859 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | ETF | 46434V803 | — | 105,098 shares | $4,875,479 |
| DEERE & CO COM | Stock | 244199105 | — | 7,224 shares | $4,851,418 |
| TIMOTHY PLAN US SMALL CAP CORE ETF | ETF | 887432342 | — | 105,509 shares | $4,716,754 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 67,614 shares | $4,704,604 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | — | 142,751 shares | $4,643,678 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | ETF | 25434V401 | — | 55,812 shares | $4,634,070 |
| APPLIED FINANCE VALUATION LARGE CAP ETF | ETF | 26923N405 | — | 94,219 shares | $4,572,448 |
| ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | — | 47,065 shares | $4,559,688 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 19,919 shares | $4,549,119 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 8,822 shares | $4,524,804 |
| AVANTIS INTERNATIONAL EQUITY ETF | ETF | 025072703 | — | 49,545 shares | $4,464,500 |
| ISHARES BITCOIN TRUST ETF | ETF | 46438F101 | — | 93,100 shares | $4,407,337 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | 81369Y803 | — | 22,495 shares | $4,403,428 |
| WALMART INC COM | Stock | 931142103 | — | 41,401 shares | $4,302,437 |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | ETF | 25434V880 | — | 113,191 shares | $4,190,337 |
| TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | ETF | 75526L860 | — | 272,893 shares | $4,180,725 |
| APPLE INC COM | Stock | 037833100 | — | 12,495 shares | $4,161,200 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 | — | 41,729 shares | $4,134,486 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 12,478 shares | $4,128,130 |
| APPLE INC COM | Stock | 037833100 | — | 12,239 shares | $4,075,832 |
| EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | ETF | 02072L532 | — | 144,472 shares | $4,039,309 |
| STATE STREET SPDR S&P BIOTECH ETF | ETF | 78464A870 | — | 25,127 shares | $3,962,030 |
| VANECK GOLD MINERS ETF | ETF | 92189F106 | — | 45,039 shares | $3,954,413 |
| SS&C TECH HLDGS COM | Stock | 78467J100 | — | 50,707 shares | $3,908,006 |
| VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | ETF | 921910816 | — | 41,978 shares | $3,889,219 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 | — | 11,915 shares | $3,882,121 |
| INVESCO S&P 500 MOMENTUM ETF | ETF | 46138E339 | — | 25,482 shares | $3,862,544 |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | ETF | 922040845 | — | 49,938 shares | $3,781,305 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | — | 79,602 shares | $3,769,958 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | — | 44,277 shares | $3,761,793 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 7,539 shares | $3,754,170 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 52,165 shares | $3,753,282 |
| SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | CEF | 85207K107 | — | 192,075 shares | $3,720,491 |
| U.S. HIGH RELATIVE PROFITABILITY PORTFOLIO: ETF CLASS SHARES | ETF | 25239Y196 | — | 88,762 shares | $3,720,005 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 | — | 72,642 shares | $3,708,365 |
| Sovereigns Capital Flourish Fund | ETF | 210322202 | — | 123,915 shares | $3,685,570 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | — | 61,651 shares | $3,656,500 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R833 | — | 36,004 shares | $3,620,246 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 | — | 65,648 shares | $3,610,621 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 21,776 shares | $3,544,076 |
| APPLIED FINANCE IVS US SMID ETF | ETF | 26923W108 | — | 123,296 shares | $3,524,268 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 6,816 shares | $3,496,020 |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | ETF | 921910840 | — | 21,388 shares | $3,445,344 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 10,289 shares | $3,403,851 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | — | 20,350 shares | $3,383,787 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | — | 65,445 shares | $3,296,441 |
| VICTORYSHARES FREE CASH FLOW ETF | ETF | 92647X830 | — | 64,035 shares | $3,277,952 |
| AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 025072604 | — | 34,598 shares | $3,252,878 |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | ETF | 25434V864 | — | 69,578 shares | $3,233,441 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | — | 63,441 shares | $3,196,780 |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | ETF | 25434V781 | — | 73,763 shares | $3,193,188 |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | ETF | 25434V658 | — | 117,634 shares | $3,181,998 |
| CAPITAL GROUP CORE BALANCED ETF | ETF | 14021D107 | — | 86,477 shares | $3,178,041 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 9,105 shares | $3,132,745 |
| ISHARES RUSSELL 1000 ETF | ETF | 464287622 | — | 7,496 shares | $3,119,211 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 5,085 shares | $3,110,800 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | ETF | 25434V401 | — | 37,448 shares | $3,109,292 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 13,583 shares | $3,102,086 |
| FREEPORT MCMORAN INC CL B | Stock | 35671D857 | — | 43,824 shares | $3,067,647 |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | CEF | 85207H104 | — | 97,727 shares | $3,055,920 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 | — | 119,361 shares | $3,030,576 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 5,791 shares | $2,970,204 |
| APPLE INC COM | Stock | 037833100 | — | 8,900 shares | $2,963,878 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 25434V724 | — | 53,655 shares | $2,951,010 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 3,847 shares | $2,933,838 |
| VIRTUS NEWFLEET MULTI-SECTOR BOND ETF | ETF | 26923G707 | — | 132,595 shares | $2,926,379 |
| FIDELITY ENHANCED INTERNATIONAL ETF | ETF | 31609A404 | — | 72,913 shares | $2,909,958 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 92203J407 | — | 61,676 shares | $2,890,753 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 | — | 2,664 shares | $2,837,453 |
| AMAZON COM INC COM | Stock | 023135106 | — | 11,296 shares | $2,814,398 |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF | ETF | 922908512 | — | 14,058 shares | $2,748,696 |
| PGIM ULTRA SHORT MUNICIPAL BOND ETF | ETF | 69344A768 | — | 54,485 shares | $2,710,629 |
| AMAZON COM INC COM | Stock | 023135106 | — | 10,878 shares | $2,710,254 |
| CLEAN HARBORS INC COM | Stock | 184496107 | — | 8,714 shares | $2,703,344 |
| MASCO CORP COM | Stock | 574599106 | — | 39,810 shares | $2,683,194 |
| AMAZON COM INC COM | Stock | 023135106 | — | 10,723 shares | $2,671,571 |
| T. ROWE PRICE BLUE CHIP GROWTH ETF | ETF | 87283Q107 | — | 51,743 shares | $2,660,107 |
| PACER GLOBAL CASH COWS DIVIDEND ETF | ETF | 69374H709 | — | 59,222 shares | $2,650,173 |
| VANGUARD SHORT-TERM BOND ETF | ETF | 921937827 | — | 34,384 shares | $2,626,938 |
| PACER US SMALL CAP CASH COWS ETF | ETF | 69374H857 | — | 49,078 shares | $2,614,887 |
| iShares Silver Trust ETF | ETF | 46428Q109 | — | 47,917 shares | $2,611,956 |