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EverSource Wealth Advisors, LLC

Q2 2026 Holdings

Filed 2026-07-24 | 21449 holdings | $3.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Growth ETF(VUG)ETF922908736$110.5M1,282,3403.7%
Vanguard Value ETF(VTV)ETF922908744$82.0M376,2462.8%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$72.0M1,010,1012.4%
Praxis Impact Large Cap Growth ETF(PRXG)ETF74006E736$58.9M1,509,7652.0%
Apple Inc COM(AAPL)Stock037833100$55.5M191,6501.9%
Praxis Impact Large Cap Value ETF(PRXV)ETF74006E744$50.2M1,440,0181.7%
iShares Gold Trust ETF(IAU)ETF464285204$49.5M655,3741.7%
Nvidia Corporation COM(NVDA)Stock67066G104$48.5M242,5401.6%
Applied Matls Inc COM(AMAT)Stock038222105$37.5M51,8781.3%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$37.1M103,8121.2%
State Street Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$35.1M382,8591.2%
Tesla Inc COM(TSLA)Stock88160R101$34.2M81,2991.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$33.6M90,8661.1%
Amazon COM Inc COM(AMZN)Stock023135106$33.5M140,5241.1%
Broadcom Inc COM(AVGO)Stock11135F101$32.9M87,0091.1%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$31.7M510,2351.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$31.4M45,7601.1%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$30.1M254,3921.0%
Microsoft Corp COM(MSFT)Stock594918104$30.0M80,3261.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$29.3M123,6891.0%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$28.8M369,5921.0%
Asml Hldg NV N Y Registry SHS(ASML)ADRN07059210$28.1M14,1390.9%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$25.7M580,1950.9%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$24.8M414,7580.8%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$23.4M458,8880.8%
Capital Group Core Equity ETF(CGUS)ETF14020V108$23.2M521,1100.8%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$22.7M30,4030.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$21.2M28,2760.7%
Capital Group Core Plus Income ETF(CGCP)ETF14020Y102$21.2M949,4010.7%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$21.2M611,1440.7%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$20.9M275,2630.7%
Avantis International Equity ETF(AVDE)ETF025072703$20.6M231,3080.7%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$20.0M156,3910.7%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$19.9M411,8250.7%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$19.8M26,8360.7%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)ETF02072L532$19.7M674,1710.7%
Applied Finance Valuation Large Cap ETF(VSLU)ETF26923N405$19.7M425,0320.7%
Dimensional International Core Equity 2 ETF(DFIC)ETF25434V799$19.6M524,9280.7%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$18.1M51,1900.6%
Capital Group Growth ETF(CGGR)ETF14020G101$18.0M381,4230.6%
Vanguard Small-Cap ETF(VB)ETF922908751$17.7M58,3180.6%
Dell Technologies Inc CL C(DELL)Stock24703L202$16.7M38,6360.6%
Ishares Msci Eafe ETF(EFA)ETF464287465$16.1M154,9290.5%
SMI 3Fourteen Real Asset Allocation ETF(RAA)ETF26923N397$15.9M540,8690.5%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$14.9M127,8140.5%
Pimco Multisector Bond Active Exchange-Traded Fund(PYLD)ETF72201R585$14.8M556,8140.5%
Vanguard 0-3 Month Treasury Bill ETF(VBIL)ETF922040845$14.7M194,5320.5%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$14.6M247,0960.5%
Progressive Corp COM(PGR)Stock743315103$14.4M66,0070.5%
CRH PLC ORD(CRH)StockG25508105$14.3M134,0190.5%
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