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EverSource Wealth Advisors, LLC

Q3 2026 Holdings

Filed 2026-11-04 | 19881 holdings | $3.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Morningstar Growth ETF(VUG)ETF922908736$117.6M1,305,1313.8%
Vanguard Morningstar Value ETF(VTV)ETF922908744$81.6M377,7452.6%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$70.3M995,3962.3%
Apple Inc COM(AAPL)Stock037833100$67.8M203,7192.2%
Praxis Impact Large Cap Growth ETF(PRXG)ETF74006E736$62.9M1,541,1842.0%
Nvidia Corporation COM(NVDA)Stock67066G104$58.1M254,1861.9%
Praxis Impact Large Cap Value ETF(PRXV)ETF74006E744$50.2M1,450,6961.6%
State Street Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$42.3M462,0271.4%
Microsoft Corp COM(MSFT)Stock594918104$40.9M79,8331.3%
iShares Gold Trust ETF(IAU)ETF464285204$39.6M507,1431.3%
Amazon COM Inc COM(AMZN)Stock023135106$36.8M147,5461.2%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$36.0M104,6101.2%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$35.4M486,8941.1%
Vanguard Morningstar Total Stock Market ETF(VTI)ETF922908769$34.9M93,1271.1%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$33.4M500,8751.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$31.7M45,1661.0%
Broadcom Inc COM(AVGO)Stock11135F101$30.0M85,2931.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$29.9M128,2421.0%
Tesla Inc COM(TSLA)Stock88160R101$29.6M83,3401.0%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$29.2M382,7840.9%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$28.0M241,6730.9%
U.S. Core Equity 2 Portfolio: ETF Class Shares(DFAC)ETF25239Y212$27.5M618,0320.9%
Asml Hldg NV N Y Registry SHS(ASML)ADRN07059210$25.7M14,1760.8%
Applied Matls Inc COM(AMAT)Stock038222105$25.7M50,1860.8%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$24.9M32,6060.8%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$24.3M409,7510.8%
Capital Group Core Equity ETF(CGUS)ETF14020V108$24.0M539,8670.8%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$23.5M125,7600.8%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$23.0M671,1440.7%
Avantis International Equity ETF(AVDE)ETF025072703$22.3M247,2870.7%
Applied Finance Valuation Large Cap ETF(VSLU)ETF26923N405$22.0M452,7010.7%
Dimensional International Core Equity 2 ETF(DFIC)ETF25434V799$21.4M568,1420.7%
Capital Group Growth ETF(CGGR)ETF14020G101$21.2M447,4820.7%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$20.9M276,6570.7%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$19.9M154,6720.6%
Capital Group Core Plus Income ETF(CGCP)ETF14020Y102$19.8M934,2890.6%
Vanguard 0-3 Month Treasury Bill ETF(VBIL)ETF922040845$19.7M260,5730.6%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$19.6M26,4540.6%
EA Bridgeway Omni Small-Cap Value ETF(BSVO)ETF02072L532$19.3M691,9970.6%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$19.2M409,6300.6%
Ishares Core S&P 500 ETF(IVV)ETF464287200$19.1M24,8860.6%
Dell Technologies Inc CL C(DELL)Stock24703L202$18.9M35,0900.6%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$18.6M54,5990.6%
Meta Platforms Inc CL A(META)Stock30303M102$17.4M23,9590.6%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$16.7M63,0980.5%
SMI 3Fourteen Real Asset Allocation ETF(RAA)ETF26923N397$16.7M557,1280.5%
Vanguard Morningstar Small-Cap ETF(VB)ETF922908751$16.5M57,9580.5%
Ishares Msci Eafe ETF(EFA)ETF464287465$16.5M158,4060.5%
Pimco Multisector Bond Active Exchange-Traded Fund(PYLD)ETF72201R585$16.1M634,0240.5%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$15.0M265,5500.5%
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