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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) |
|---|---|---|---|---|---|
| ISHARES U.S. TREASURY BOND ETF | ETF | 46429B267 | — | 11,148 shares | $243,816 |
| DIMENSIONAL ULTRASHORT FIXED INCOME ETF | ETF | 25434V591 | — | 4,825 shares | $243,631 |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | ETF | 09290C780 | — | 5,150 shares | $243,029 |
| FABRINET SHS | Stock | G3323L100 | — | 572 shares | $242,682 |
| INTEL CORP COM | Stock | 458140100 | — | 2,014 shares | $242,143 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 914 shares | $241,972 |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | ETF | 921946885 | — | 3,827 shares | $241,621 |
| QUALCOMM INC COM | Stock | 747525103 | — | 1,312 shares | $241,460 |
| WALMART INC COM | Stock | 931142103 | — | 2,323 shares | $241,406 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 606 shares | $240,770 |
| ELEMENT SOLUTIONS INC COM | Stock | 28618M106 | — | 6,623 shares | $240,300 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 10,406 shares | $240,066 |
| FEDEX CORP COM | Stock | 31428X106 | — | 842 shares | $240,046 |
| PROSPERITY BANCSHARES INC COM | Stock | 743606105 | — | 3,621 shares | $239,746 |
| VANGUARD HEALTH CARE ETF | ETF | 92204A504 | — | 758 shares | $239,667 |
| MSCI INC COM | Stock | 55354G100 | — | 445 shares | $239,610 |
| BRIGHTSPRING HEALTH SVCS INC COM | Stock | 10950A106 | — | 4,222 shares | $239,599 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 666 shares | $239,487 |
| DUOLINGO INC CL A COM | Stock | 26603R106 | — | 1,680 shares | $239,232 |
| TE CONNECTIVITY PLC ORD SHS | Stock | G87052109 | — | 1,132 shares | $238,943 |
| Vanguard International Dividend Appreciation ETF | ETF | 921946810 | — | 2,523 shares | $238,222 |
| ORACLE CORP COM | Stock | 68389X105 | — | 1,734 shares | $238,078 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 261 shares | $237,829 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 5,161 shares | $237,612 |
| FS SPECIALTY LENDING FD COM SH BEN INT | CEF | 644323107 | — | 20,430 shares | $237,601 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 | — | 223 shares | $237,520 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 327 shares | $237,134 |
| ATLASSIAN CORPORATION CL A | Stock | 049468101 | — | 1,322 shares | $237,021 |
| KKR & CO INC COM | Stock | 48251W104 | — | 2,593 shares | $236,741 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 2,753 shares | $235,906 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 2,481 shares | $235,790 |
| BOOKING HOLDINGS INC COM | Stock | 09857L108 | — | 1,447 shares | $235,731 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 841 shares | $235,689 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 915 shares | $235,613 |
| CENTENE CORP DEL COM | Stock | 15135B101 | — | 3,793 shares | $235,613 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 1,263 shares | $235,367 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 01609W102 | — | 2,188 shares | $235,288 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 2,932 shares | $234,694 |
| INNOVATOR EQUITY MANAGED FLOOR ETF | ETF | 45783Y673 | — | 6,020 shares | $234,479 |
| EVENTIDE INTERNATIONAL ETF | ETF | 86280R761 | — | 8,177 shares | $234,342 |
| OCCIDENTAL PETE CORP COM | Stock | 674599105 | — | 4,226 shares | $233,758 |
| TOTALENERGIES SE ACT | Stock | F92124100 | — | 2,733 shares | $233,690 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 659 shares | $233,359 |
| PACS GROUP INC COM SHS | Stock | 69380Q107 | — | 5,615 shares | $233,303 |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | ETF | 45782C508 | — | 4,589 shares | $232,754 |
| HARTFORD INSURANCE GROUP INC COM | Stock | 416515104 | — | 1,896 shares | $231,995 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | ETF | 33734X846 | — | 2,250 shares | $231,953 |
| INSPERITY INC COM | Stock | 45778Q107 | — | 4,977 shares | $231,878 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 815 shares | $231,859 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 2,346 shares | $231,855 |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ETF | 78464A359 | — | 2,291 shares | $231,803 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 3,641 shares | $231,524 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 1,228 shares | $230,962 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 | — | 2,704 shares | $230,949 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 127387108 | — | 696 shares | $229,809 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | — | 1,031 shares | $229,129 |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | ETF | 98149E303 | — | 2,780 shares | $228,444 |
| MAIN SECTOR ROTATION ETF | ETF | 66538H591 | — | 3,192 shares | $228,388 |
| KINDER MORGAN INC DEL COM | Stock | 49456B101 | — | 7,568 shares | $228,175 |
| AGNICO EAGLE MINES LTD COM | Stock | 008474108 | — | 1,239 shares | $227,142 |
| ATI INC COM | Stock | 01741R102 | — | 1,197 shares | $226,712 |
| DOLLAR TREE INC COM | Stock | 256746108 | — | 1,988 shares | $226,672 |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | ADR | 00215W100 | — | 5,080 shares | $225,867 |
| ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | ETF | 09290C665 | — | 7,561 shares | $225,771 |
| CARDINAL INFRASTRUCTURE GROUP CL A | Stock | 14154A102 | — | 7,373 shares | $225,614 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 1,230 shares | $225,234 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 440 shares | $225,007 |
| DEERE & CO COM | Stock | 244199105 | — | 335 shares | $224,969 |
| OCCIDENTAL PETE CORP COM | Stock | 674599105 | — | 4,063 shares | $224,791 |
| ISHARES MSCI BRAZIL ETF | ETF | 464286400 | — | 6,030 shares | $224,623 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 4,439 shares | $224,538 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 522 shares | $224,309 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 236 shares | $224,306 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 1,475 shares | $224,244 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 1,671 shares | $223,931 |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | 464288513 | — | 2,900 shares | $223,878 |
| BANK OF MONTREAL COM | Stock | 063671101 | — | 1,338 shares | $223,861 |
| HUBSPOT INC COM | Stock | 443573100 | — | 1,091 shares | $223,633 |
| CNH INDL N V SHS | Stock | N20944109 | — | 17,384 shares | $223,384 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 245 shares | $223,152 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 794 shares | $222,391 |
| KULICKE & SOFFA INDS INC COM | Stock | 501242101 | — | 2,358 shares | $222,265 |
| AIRBNB INC COM CL A | Stock | 009066101 | — | 1,383 shares | $222,179 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 560 shares | $222,158 |
| AT&T INC COM | Stock | 00206R102 | — | 9,100 shares | $222,040 |
| ZURN ELKAY WATER SOLNS CORP COM | Stock | 98983L108 | — | 4,775 shares | $221,901 |
| ROYAL CARIBBEAN GROUP COM | Stock | V7780T103 | — | 834 shares | $221,746 |
| INTUIT COM | Stock | 461202103 | — | 804 shares | $221,671 |
| US BANCORP COM NEW | Stock | 902973304 | — | 3,834 shares | $221,448 |
| NUTEX HEALTH INC COM | Stock | 67079U306 | — | 1,046 shares | $221,396 |
| INTEL CORP COM | Stock | 458140100 | — | 1,841 shares | $221,377 |
| STERIS PLC SHS USD | Stock | G8473T100 | — | 1,054 shares | $221,365 |
| ONEMAIN HLDGS INC COM | Stock | 68268W103 | — | 3,990 shares | $221,006 |
| VOLATILITY SHARES 2X BITCOIN ETF | ETF | 92864M301 | — | 11,276 shares | $220,888 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 568 shares | $220,850 |
| HALOZYME THERAPEUTICS INC COM | Stock | 40637H109 | — | 2,000 shares | $220,800 |
| VANGUARD CONSUMER STAPLES ETF | ETF | 92204A207 | — | 1,010 shares | $220,431 |
| ISHARES RUSSELL 3000 ETF | ETF | 464287689 | — | 510 shares | $220,147 |
| DOCUSIGN INC COM | Stock | 256163106 | — | 3,273 shares | $219,782 |
| CHEMED CORP NEW COM | Stock | 16359R103 | — | 434 shares | $219,200 |