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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) |
|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 411 shares | $90,391 |
| L3HARRIS TECHNOLOGIES INC COM | Stock | 502431109 | — | 381 shares | $90,213 |
| BANK NOVA SCOTIA B C COM | Stock | 064149107 | — | 993 shares | $90,204 |
| MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | — | 1,942 shares | $90,109 |
| EXELON CORP COM | Stock | 30161N101 | — | 2,227 shares | $89,975 |
| TD SYNNEX CORPORATION COM | Stock | 87162W100 | — | 350 shares | $89,898 |
| STRIVE INC CL A COM | Stock | 862945300 | — | 3,056 shares | $89,888 |
| NEWELL BRANDS INC COM | Stock | 651229106 | — | 17,021 shares | $89,871 |
| GRANITESHARES GOLD SHARES | ETF | 38748G101 | — | 2,196 shares | $89,838 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 919 shares | $89,823 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 94 shares | $89,809 |
| TWILIO INC CL A | Stock | 90138F102 | — | 307 shares | $89,785 |
| HARTFORD INSURANCE GROUP INC COM | Stock | 416515104 | — | 734 shares | $89,760 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 | — | 1,052 shares | $89,757 |
| SUMITOMO MITSUI FIN GRP INC SPONSORED ADS | ADR | 86562M209 | — | 3,464 shares | $89,752 |
| ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | — | 926 shares | $89,711 |
| SNOWFLAKE INC COM SHS | Stock | 833445109 | — | 264 shares | $89,695 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 1,046 shares | $89,642 |
| SPROTT INC COM NEW | Stock | 852066208 | — | 750 shares | $89,535 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 325 shares | $89,484 |
| VICI PPTYS INC COM | REIT | 925652109 | — | 3,893 shares | $89,422 |
| ISHARES S&P 100 ETF | ETF | 464287101 | — | 234 shares | $89,407 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 294 shares | $89,405 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 289 shares | $89,301 |
| KEURIG DR PEPPER INC COM | Stock | 49271V100 | — | 2,943 shares | $89,291 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 388 shares | $89,073 |
| MARKEL GROUP INC COM | Stock | 570535104 | — | 52 shares | $89,047 |
| SOUTHERN CO COM | Stock | 842587107 | — | 1,074 shares | $89,024 |
| ISHARES LARGE CAP CORE ACTIVE ETF | ETF | 09290C855 | — | 1,817 shares | $88,960 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 1,038 shares | $88,946 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 247 shares | $88,819 |
| IDACORP INC COM | Stock | 451107106 | — | 679 shares | $88,766 |
| US FOODS HLDG CORP COM | Stock | 912008109 | — | 962 shares | $88,706 |
| FRANKLIN FTSE JAPAN ETF | ETF | 35473P744 | — | 2,142 shares | $88,679 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 | — | 2,127 shares | $88,675 |
| BOOKING HOLDINGS INC COM | Stock | 09857L108 | — | 544 shares | $88,623 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 173 shares | $88,469 |
| INSPIRE FIDELIS MULTI FACTOR ETF | ETF | 66538H187 | — | 2,147 shares | $88,394 |
| LENNAR CORP CL A | Stock | 526057104 | — | 1,083 shares | $88,370 |
| WALMART INC COM | Stock | 931142103 | — | 849 shares | $88,258 |
| MARVELL TECHNOLOGY INC COM | Stock | 573874104 | — | 334 shares | $88,246 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 315 shares | $88,228 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 309 shares | $88,204 |
| CHURCH & DWIGHT CO INC COM | Stock | 171340102 | — | 936 shares | $88,154 |
| FRANKLIN FTSE AUSTRALIA ETF | ETF | 35473P843 | — | 2,599 shares | $88,078 |
| GRACO INC COM | Stock | 384109104 | — | 1,145 shares | $87,982 |
| DEERE & CO COM | Stock | 244199105 | — | 131 shares | $87,973 |
| CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | ETF | 14021N105 | — | 2,413 shares | $87,959 |
| L3HARRIS TECHNOLOGIES INC COM | Stock | 502431109 | — | 371 shares | $87,869 |
| JACOBS SOLUTIONS INC COM | Stock | 46982L108 | — | 649 shares | $87,790 |
| STERIS PLC SHS USD | Stock | G8473T100 | — | 418 shares | $87,784 |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 538034109 | — | 518 shares | $87,697 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 677 shares | $87,658 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 58 shares | $87,635 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 305 shares | $87,486 |
| MEDPACE HLDGS INC COM | Stock | 58506Q109 | — | 140 shares | $87,385 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 2,461 shares | $87,366 |
| ALNYLAM PHARMACEUTICALS INC COM | Stock | 02043Q107 | — | 354 shares | $87,346 |
| NORDSON CORP COM | Stock | 655663102 | — | 266 shares | $87,208 |
| TEXAS CAP BANCSHARES INC COM | Stock | 88224Q107 | — | 937 shares | $87,160 |
| KB FINL GROUP INC SPONSORED ADR | ADR | 48241A105 | — | 708 shares | $87,155 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 464287721 | — | 329 shares | $87,152 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 | — | 245 shares | $87,139 |
| SBA COMMUNICATIONS CORP CL A | REIT | 78410G104 | — | 544 shares | $87,105 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | — | 456 shares | $87,014 |
| BARCLAYS PLC ADR | ADR | 06738E204 | — | 3,583 shares | $86,959 |
| TORONTO DOMINION BK ONT COM NEW | Stock | 891160509 | — | 739 shares | $86,855 |
| WESTERN DIGITAL CORP COM | Stock | 958102105 | — | 191 shares | $86,802 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 305 shares | $86,769 |
| MOODYS CORP COM | Stock | 615369105 | — | 191 shares | $86,739 |
| LOEWS CORP COM | Stock | 540424108 | — | 830 shares | $86,677 |
| VANECK SHORT HIGH YIELD MUNI ETF | ETF | 92189F387 | — | 3,954 shares | $86,669 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 455 shares | $86,659 |
| NUVEEN MUN CR INCOME FD COM SH BEN INT | CEF | 67070X101 | — | 8,000 shares | $86,640 |
| GOLDMAN SACHS PHYSICAL GOLD ETF | ETF | 38150K103 | — | 2,115 shares | $86,630 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 327 shares | $86,573 |
| DUPONT DE NEMOURS INC COMMON STOCK | Stock | 26614N201 | — | 665 shares | $86,377 |
| UNILEVER PLC SPON ADR NEW | ADR | 904767803 | — | 1,421 shares | $86,299 |
| NVENT ELEC PLC SHS | Stock | G6700G107 | — | 538 shares | $86,279 |
| GENERAL MILLS INC COM | Stock | 370334104 | — | 2,682 shares | $86,238 |
| NETSCOUT SYS INC COM | Stock | 64115T104 | — | 2,145 shares | $86,186 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 1,137 shares | $86,116 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | ETF | 81369Y209 | — | 511 shares | $86,063 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 592 shares | $86,024 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 | — | 580 shares | $86,014 |
| DEUTSCHE BK AG NAMEN AKT | Stock | D18190898 | — | 2,396 shares | $86,007 |
| DEERE & CO COM | Stock | 244199105 | — | 128 shares | $85,958 |
| GENERAL MTRS CO COM | Stock | 37045V100 | — | 1,116 shares | $85,928 |
| CONAGRA BRANDS INC COM | Stock | 205887102 | — | 6,388 shares | $85,855 |
| DORCHESTER MINERALS L P COM UNIT | Stock | 25820R105 | — | 3,061 shares | $85,830 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 60687Y109 | — | 7,764 shares | $85,792 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 462 shares | $85,770 |
| BRINKER INTL INC COM | Stock | 109641100 | — | 443 shares | $85,734 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 579 shares | $85,669 |
| NORDSON CORP COM | Stock | 655663102 | — | 261 shares | $85,569 |
| SOMNIGROUP INTERNATIONAL INC COM | Stock | 88023U101 | — | 1,377 shares | $85,528 |
| BARRICK MNG CORP COM SHS | Stock | 06849F108 | — | 2,103 shares | $85,515 |
| BANK OF AMER CORP COM | Stock | 060505104 | — | 1,570 shares | $85,455 |
| DOMINOS PIZZA INC COM | Stock | 25754A201 | — | 285 shares | $85,389 |
| MCKESSON CORP COM | Stock | 58155Q103 | — | 100 shares | $85,381 |