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EverSource Wealth Advisors, LLC

Q1 2026 Holdings

Filed 2026-05-14 | 27822 holdings | $3.3B | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2026-05-18) | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Growth ETF(VUG)AETF922908736$159.7M365,6694.9%
Vanguard Ftse Developed Markets ETF(VEA)AETF921943858$125.6M1,960,6793.8%
Vanguard Value ETF(VTV)AETF922908744$125.2M638,2673.8%
Praxis Impact Large Cap Growth ETF(PRXG)AETF74006E736$78.9M2,399,6482.4%
Praxis Impact Large Cap Value ETF(PRXV)AETF74006E744$73.5M2,362,6282.2%
Apple Inc COM(AAPL)AStock037833100$64.7M254,7892.0%
iShares Gold Trust ETF(IAU)AETF464285204$58.8M666,4451.8%
Nvidia Corporation COM(NVDA)AStock67066G104$47.7M273,5401.5%
Vanguard Short-Term Bond ETF(BSV)AETF921937827$44.3M564,7181.3%
State Street Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)AETF78468R663$43.9M479,3671.3%
Vanguard Ftse Emerging Markets ETF(VWO)AETF922042858$42.2M780,6311.3%
Vanguard Total Stock Market ETF(VTI)AETF922908769$39.0M121,5781.2%
Vanguard Total International Bond ETF(BNDX)AETF92203J407$36.5M760,4551.1%
Microsoft Corp COM(MSFT)AStock594918104$35.3M95,4881.1%
Alphabet Inc Cap STK CL A(GOOGL)AStock02079K305$34.9M121,4381.1%
Amazon COM Inc COM(AMZN)AStock023135106$33.8M162,1431.0%
Pacer US Cash Cows 100 ETF(COWZ)AETF69374H881$32.4M518,4691.0%
Tesla Inc COM(TSLA)AStock88160R101$32.2M86,4841.0%
Broadcom Inc COM(AVGO)AStock11135F101$31.9M102,9791.0%
Vanguard S&P 500 ETF(VOO)AETF922908363$29.1M48,6500.9%
Apollo Global Mgmt Inc COM(APO)AStock03769M106$29.0M260,4010.9%
Vanguard Small-Cap ETF(VB)AETF922908751$28.8M110,0240.9%
Vanguard Dividend Appreciation ETF(VIG)AETF921908844$27.3M126,7600.8%
Dimensional U.S. Core Equity 2 ETF(DFAC)AETF25434V708$26.8M689,7400.8%
Fidelity Wise Origin Bitcoin Fund(FBTC)AETF315948109$26.7M452,3750.8%
Avantis International Equity ETF(AVDE)AETF025072703$23.5M277,3760.7%
Alphabet Inc Cap STK CL C(GOOG)AStock02079K107$21.1M73,5660.6%
Ishares Core S&P 500 ETF(IVV)AETF464287200$21.0M32,0990.6%
Applied Finance Valuation Large Cap ETF(VSLU)AETF26923N405$20.9M500,7220.6%
Asml Hldg NV N Y Registry SHS(ASML)AADRN07059210$19.9M15,0580.6%
Ishares Core Dividend Growth ETF(DGRO)AETF46434V621$19.9M282,8580.6%
Palantir Technologies Inc CL A(PLTR)AStock69608A108$19.9M135,6990.6%
State Street Spdr S&P 500 ETF(SPY)AETF78462F103$19.6M30,0810.6%
Vanguard 0-3 Month Treasury Bill ETF(VBIL)AETF922040845$19.2M253,5750.6%
Applied Matls Inc COM(AMAT)AStock038222105$19.2M56,0930.6%
Capital Group Core Equity ETF(CGUS)AETF14020V108$19.1M495,8940.6%
Dimensional International Core Equity 2 ETF(DFIC)AETF25434V799$18.7M526,5210.6%
Vanguard Short-Term Corporate Bond ETF(VCSH)AETF92206C409$18.7M235,6210.6%
Invesco S&P 500 Revenue ETF(RWL)AETF46138G698$18.2M158,0330.6%
Vanguard Mortgage-Backed Securities ETF(VMBS)AETF92206C771$18.0M384,2900.5%
Vanguard Intermediate-Term Bond ETF(BIV)AETF921937819$17.2M222,3390.5%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)AETF02072L532$16.4M647,3980.5%
Capital Group International Focus Equity ETF(CGXU)AETF14019W109$16.3M552,4990.5%
Sovereigns Capital Flourish Fund(SOVF)AETF210322202$16.1M600,7140.5%
Vanguard Long-Term Bond ETF(BLV)AETF921937793$15.9M231,6330.5%
Vanguard Intermediate-Term Treasury ETF(VGIT)AETF92206C706$15.8M265,9250.5%
Invesco QQQ Trust Series I(QQQ)AETF46090E103$15.6M27,1090.5%
Pimco Multisector Bond Active Exchange-Traded Fund(PYLD)AETF72201R585$15.6M596,8470.5%
Capital Group Core Plus Income ETF(CGCP)AETF14020Y102$15.5M692,9020.5%
Meta Platforms Inc CL A(META)AStock30303M102$15.4M26,9800.5%
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