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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) |
|---|---|---|---|---|---|
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 401 shares | $103,258 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | — | 2,056 shares | $103,221 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 187 shares | $103,125 |
| TE CONNECTIVITY PLC ORD SHS | Stock | G87052109 | — | 488 shares | $103,008 |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | ADR | 910873405 | — | 4,204 shares | $102,956 |
| PRAXIS IMPACT INTERNATIONAL ETF | ETF | 74006E728 | — | 4,132 shares | $102,817 |
| SIMON PPTY GROUP INC NEW COM | REIT | 828806109 | — | 512 shares | $102,789 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 388 shares | $102,719 |
| CHENIERE ENERGY INC COM NEW | Stock | 16411R208 | — | 382 shares | $102,646 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 | — | 720 shares | $102,592 |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | ADR | 00215W100 | — | 2,306 shares | $102,525 |
| PEPSICO INC COM | Stock | 713448108 | — | 809 shares | $102,516 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 391 shares | $102,493 |
| V F CORP COM | Stock | 918204108 | — | 7,284 shares | $102,413 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 629 shares | $102,370 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 1,470 shares | $102,283 |
| ENI SPA SPONSORED ADR | ADR | 26874R108 | — | 1,881 shares | $102,138 |
| BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK | Stock | 095924106 | — | 10,407 shares | $102,088 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | — | 812 shares | $102,044 |
| GLOBAL X CYBERSECURITY ETF | ETF | 37954Y384 | — | 2,209 shares | $102,013 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 1,085 shares | $101,947 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 483 shares | $101,913 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 499 shares | $101,901 |
| PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | Stock | 726503105 | — | 4,294 shares | $101,854 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 355 shares | $101,828 |
| ADAPTIVE CORE ETF | ETF | 19423L581 | — | 3,326 shares | $101,717 |
| QUALCOMM INC COM | Stock | 747525103 | — | 552 shares | $101,590 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | — | 808 shares | $101,541 |
| FORGE NANO HOLDINGS INC ORD SHS | Stock | G04537109 | — | 9,500 shares | $101,460 |
| FORD MTR CO COM | Stock | 345370860 | — | 8,407 shares | $101,388 |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | ADR | 03938L203 | — | 1,518 shares | $101,311 |
| METROPOLITAN BK HLDG CORP COM | Stock | 591774104 | — | 1,163 shares | $101,310 |
| CSX CORP COM | Stock | 126408103 | — | 2,176 shares | $101,201 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 353 shares | $101,124 |
| GRAPHIC PACKAGING HLDG CO COM | Stock | 388689101 | — | 11,167 shares | $101,061 |
| WATERS CORP COM | Stock | 941848103 | — | 230 shares | $101,060 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | 78464A854 | — | 1,124 shares | $100,890 |
| GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | ETF | 37954Y889 | — | 1,111 shares | $100,745 |
| PACER AMERICAN ENERGY INFRASTRUCTURE ETF | ETF | 69374H634 | — | 2,320 shares | $100,639 |
| MOHR COMPANY NAV ETF | ETF | 19423L466 | — | 2,422 shares | $100,513 |
| LINEAGE INC COM | REIT | 53566V106 | — | 2,941 shares | $100,347 |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | ETF | 922040845 | — | 1,325 shares | $100,329 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 182 shares | $100,318 |
| DIGITAL RLTY TR INC COM | REIT | 253868103 | — | 571 shares | $100,154 |
| SS&C TECH HLDGS COM | Stock | 78467J100 | — | 1,299 shares | $100,114 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 | — | 2,404 shares | $100,054 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 756 shares | $100,026 |
| FT VEST U.S. EQUITY MAX BUFFER ETF - MAY | ETF | 33740U356 | — | 3,000 shares | $99,824 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 686 shares | $99,683 |
| INSPIRE 500 ETF | ETF | 66537J796 | — | 366 shares | $99,603 |
| JABIL INC COM | Stock | 466313103 | — | 347 shares | $99,540 |
| ISHARES S&P 100 ETF | ETF | 464287101 | — | 260 shares | $99,462 |
| HEALTHEQUITY INC COM | Stock | 42226A107 | — | 1,123 shares | $99,341 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 1,178 shares | $99,299 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 147 shares | $99,288 |
| BANCO SANTANDER SA ADR | ADR | 05964H105 | — | 7,179 shares | $99,280 |
| ROSS STORES INC COM | Stock | 778296103 | — | 425 shares | $99,151 |
| SWARMER INC COM SHS | Stock | 86989Y109 | — | 5,560 shares | $99,135 |
| D R HORTON INC COM | Stock | 23331A109 | — | 725 shares | $99,071 |
| EXPEDITORS INTL WASH INC COM | Stock | 302130109 | — | 536 shares | $98,967 |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | ETF | 921946885 | — | 1,567 shares | $98,930 |
| ENI SPA SPONSORED ADR | ADR | 26874R108 | — | 1,821 shares | $98,855 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | — | 518 shares | $98,845 |
| INVESCO LARGE CAP VALUE ETF | ETF | 46137V738 | — | 1,295 shares | $98,809 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 449 shares | $98,749 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 127387108 | — | 299 shares | $98,725 |
| UBS GROUP AG SHS | Stock | H42097107 | — | 2,049 shares | $98,618 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | — | 1,043 shares | $98,605 |
| ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | 46434V456 | — | 1,993 shares | $98,594 |
| ARCH CAP GROUP LTD ORD | Stock | G0450A105 | — | 1,067 shares | $98,548 |
| NUTANIX INC CL A | Stock | 67059N108 | — | 1,399 shares | $98,504 |
| SCHWAB US AGGREGATE BOND ETF | ETF | 808524839 | — | 4,452 shares | $98,389 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 | — | 860 shares | $98,045 |
| HOWMET AEROSPACE INC COM | Stock | 443201108 | — | 432 shares | $97,710 |
| FLOWERS FOODS INC COM | Stock | 343498101 | — | 17,600 shares | $97,680 |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | ETF | 97717W505 | — | 1,810 shares | $97,650 |
| HF SINCLAIR CORP COM | Stock | 403949100 | — | 909 shares | $97,554 |
| ARCH CAP GROUP LTD ORD | Stock | G0450A105 | — | 1,055 shares | $97,440 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | 81369Y704 | — | 583 shares | $97,429 |
| PINNACLE FINL PARTNERS INC COM | Stock | 72348N109 | — | 1,041 shares | $97,419 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 350 shares | $97,399 |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | ETF | 53700T827 | — | 2,994 shares | $97,398 |
| VORNADO RLTY TR SH BEN INT | REIT | 929042109 | — | 2,871 shares | $97,269 |
| METLIFE INC COM | Stock | 59156R108 | — | 1,033 shares | $97,267 |
| XAI FLOATING RATE & ALTER INCO COM SHS BENF INT | CEF | 98400T304 | — | 5,060 shares | $97,248 |
| INVESCO S&P 100 EQUAL WEIGHT ETF | ETF | 46137V449 | — | 753 shares | $97,175 |
| HUBBELL INC COM | Stock | 443510607 | — | 213 shares | $96,766 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 979 shares | $96,755 |
| ROSS STORES INC COM | Stock | 778296103 | — | 414 shares | $96,628 |
| APPLE INC COM | Stock | 037833100 | — | 290 shares | $96,576 |
| SMUCKER J M CO COM NEW | Stock | 832696405 | — | 812 shares | $96,555 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 1,382 shares | $96,505 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 101 shares | $96,497 |
| BOEING CO COM | Stock | 097023105 | — | 518 shares | $96,374 |
| ROYAL BK CDA COM | Stock | 780087102 | — | 490 shares | $96,329 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 663 shares | $96,321 |
| HUBBELL INC COM | Stock | 443510607 | — | 212 shares | $96,260 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 471 shares | $96,183 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 1,011 shares | $96,096 |
| UBS GROUP AG SHS | Stock | H42097107 | — | 1,994 shares | $95,971 |