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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) |
|---|---|---|---|---|---|
| WAYFAIR INC CL A | Stock | 94419L101 | — | 3,511 shares | $360,088 |
| ISHARES BITCOIN TRUST ETF | ETF | 46438F101 | — | 7,594 shares | $359,500 |
| APPLE INC COM | Stock | 037833100 | — | 1,077 shares | $358,663 |
| EVERSOURCE ENERGY COM | Stock | 30040W108 | — | 5,590 shares | $358,654 |
| VISA INC COM CL A | Stock | 92826C839 | — | 996 shares | $357,893 |
| ENCOMPASS HEALTH CORP COM | Stock | 29261A100 | — | 2,945 shares | $357,807 |
| WASTE CONNECTIONS INC COM | Stock | 94106B101 | — | 2,323 shares | $357,579 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 309 shares | $357,538 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 2,471 shares | $357,381 |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | 464287630 | — | 1,706 shares | $357,340 |
| ANTERO RESOURCES CORP COM | Stock | 03674X106 | — | 10,693 shares | $357,039 |
| DOW HLDGS INC COM | Stock | 260557103 | — | 12,939 shares | $356,340 |
| ISHARES LARGE CAP CORE ACTIVE ETF | ETF | 09290C855 | — | 7,252 shares | $355,058 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 643 shares | $354,844 |
| GLOBAL X COPPER MINERS ETF | ETF | 37954Y830 | — | 4,188 shares | $354,724 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 3,295 shares | $354,641 |
| MATCH GROUP INC NEW COM | Stock | 57667L107 | — | 8,814 shares | $353,882 |
| PRAXIS IMPACT LARGE CAP VALUE ETF | ETF | 74006E744 | — | 10,217 shares | $353,815 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 1,348 shares | $352,623 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 1,697 shares | $352,128 |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | ETF | 78468R523 | — | 3,541 shares | $351,763 |
| NEW YORK TIMES CO MTN BE CL A | Stock | 650111107 | — | 5,522 shares | $351,751 |
| WILLIAMS COS INC COM | Stock | 969457100 | — | 5,175 shares | $351,719 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 3,579 shares | $349,813 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 302 shares | $349,438 |
| TESLA INC COM | Stock | 88160R101 | — | 984 shares | $349,133 |
| COCA COLA CO COM | Stock | 191216100 | — | 4,055 shares | $349,054 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 879 shares | $347,558 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 1,575 shares | $346,390 |
| TORO CO COM | Stock | 891092108 | — | 3,586 shares | $345,762 |
| BLOOM ENERGY CORP COM CL A | Stock | 093712107 | — | 1,248 shares | $345,671 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 1,559 shares | $345,288 |
| GLOBALSTAR INC COM NEW | Stock | 378973507 | — | 4,161 shares | $344,898 |
| ROBLOX CORP CL A | Stock | 771049103 | — | 8,137 shares | $344,765 |
| COCA COLA CO COM | Stock | 191216100 | — | 4,002 shares | $344,502 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 359 shares | $343,406 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 669 shares | $343,130 |
| MONGODB INC CL A | Stock | 60937P106 | — | 984 shares | $343,032 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 2,346 shares | $340,799 |
| LINCOLN ELEC HLDGS INC COM | Stock | 533900106 | — | 1,288 shares | $340,779 |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | ETF | 25434V732 | — | 8,575 shares | $340,599 |
| EMERSON ELEC CO COM | Stock | 291011104 | — | 2,195 shares | $340,463 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 1,994 shares | $340,436 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 1,666 shares | $339,238 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 367 shares | $338,858 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 7,324 shares | $337,204 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 1,974 shares | $337,078 |
| PAYCHEX INC COM | Stock | 704326107 | — | 3,410 shares | $335,885 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 2,806 shares | $335,541 |
| US BANCORP COM NEW | Stock | 902973304 | — | 5,807 shares | $335,412 |
| CORNING INC COM | Stock | 219350105 | — | 2,180 shares | $335,197 |
| GENERAL MILLS INC COM | Stock | 370334104 | — | 10,418 shares | $335,043 |
| VIKING HOLDINGS LTD ORD SHS | Stock | G93A5A101 | — | 4,270 shares | $334,469 |
| ISHARES S&P MID-CAP 400 VALUE ETF | ETF | 464287705 | — | 2,423 shares | $333,655 |
| Vanguard FTSE All-World Ex-US Index Fund ETF | ETF | 922042775 | — | 4,020 shares | $333,539 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 | — | 2,817 shares | $331,758 |
| LINDE PLC SHS | Stock | G54950103 | — | 699 shares | $331,622 |
| VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | ETF | 922907696 | — | 4,456 shares | $331,437 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 1,060 shares | $331,027 |
| 10X GENOMICS INC CL A COM | Stock | 88025U109 | — | 3,663 shares | $330,989 |
| T-MOBILE US INC COM | Stock | 872590104 | — | 2,027 shares | $330,563 |
| LINDE PLC SHS | Stock | G54950103 | — | 696 shares | $330,242 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 182 shares | $329,724 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 669 shares | $329,382 |
| TERADYNE INC COM | Stock | 880770102 | — | 822 shares | $329,363 |
| ROYAL BK CDA COM | Stock | 780087102 | — | 1,670 shares | $328,305 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 | — | 308 shares | $328,178 |
| MONOLITHIC PWR SYS INC COM | Stock | 609839105 | — | 243 shares | $326,916 |
| KLA CORP COM NEW | Stock | 482480100 | — | 1,677 shares | $326,898 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 2,439 shares | $326,850 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | — | 3,834 shares | $325,699 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 1,736 shares | $324,794 |
| VIDENT U.S. BOND STRATEGY ETF | ETF | 26922A602 | — | 7,805 shares | $324,220 |
| AVANTIS ALL EQUITY MARKETS ETF | ETF | 025072232 | — | 3,289 shares | $323,401 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 982 shares | $322,697 |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | ADR | 00215W100 | — | 7,256 shares | $322,602 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 354 shares | $322,260 |
| TOLL BROTHERS INC COM | Stock | 889478103 | — | 2,389 shares | $321,918 |
| PEPSICO INC COM | Stock | 713448108 | — | 2,535 shares | $321,232 |
| VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | ETF | 922908595 | — | 949 shares | $320,537 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 1,743 shares | $319,614 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 1,382 shares | $319,231 |
| COCA COLA CO COM | Stock | 191216100 | — | 3,701 shares | $318,582 |
| PROLOGIS INC. COM | REIT | 74340W103 | — | 2,450 shares | $318,153 |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | ETF | 33739Q408 | — | 5,332 shares | $317,316 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 1,388 shares | $316,991 |
| POPULAR INC COM NEW | Stock | 733174700 | — | 2,038 shares | $316,807 |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 | — | 3,189 shares | $316,720 |
| TAPESTRY INC COM | Stock | 876030107 | — | 2,752 shares | $316,590 |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 05946K101 | — | 11,353 shares | $316,408 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 3,753 shares | $316,392 |
| JPMORGAN INCOME ETF | ETF | 46641Q159 | — | 7,025 shares | $315,373 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288646 | — | 6,150 shares | $315,065 |
| BRINKER INTL INC COM | Stock | 109641100 | — | 1,627 shares | $314,873 |
| ROSS STORES INC COM | Stock | 778296103 | — | 1,349 shares | $314,857 |
| SOUTHERN CO COM | Stock | 842587107 | — | 3,797 shares | $314,733 |
| FRANKLIN FTSE JAPAN ETF | ETF | 35473P744 | — | 7,597 shares | $314,516 |
| NVR INC COM | Stock | 62944T105 | — | 51 shares | $313,874 |
| MEDTRONIC PLC SHS | Stock | G5960L103 | — | 3,637 shares | $313,837 |
| ISHARES MBS ETF | ETF | 464288588 | — | 3,498 shares | $313,514 |