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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) |
|---|---|---|---|---|---|
| AEVEX CORP COM CL A | Stock | 00835T107 | — | 291 shares | $4,406 |
| TFS FINL CORP COM | Stock | 87240R107 | — | 272 shares | $4,406 |
| INTERNATIONAL SEAWAYS INC COM | Stock | Y41053102 | — | 40 shares | $4,406 |
| UNISYS CORP COM NEW | Stock | 909214306 | — | 1,907 shares | $4,405 |
| NVE CORP COM NEW | Stock | 629445206 | — | 40 shares | $4,403 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 28176E108 | — | 51 shares | $4,402 |
| NICOLET BANKSHARES INC COM | Stock | 65406E102 | — | 27 shares | $4,402 |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | ADR | 20441A102 | — | 829 shares | $4,402 |
| INFOSYS LTD SPONSORED ADR | ADR | 456788108 | — | 409 shares | $4,401 |
| WEYERHAEUSER CO COM NEW | REIT | 962166104 | — | 231 shares | $4,401 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 66 shares | $4,399 |
| CITIZENS FINL GROUP INC COM | Stock | 174610105 | — | 69 shares | $4,399 |
| ARMOUR RESIDENTIAL REIT INC COM SHS | REIT | 042315705 | — | 318 shares | $4,398 |
| SMITH A O CORP COM | Stock | 831865209 | — | 78 shares | $4,397 |
| GRAND CANYON ED INC COM | Stock | 38526M106 | — | 29 shares | $4,396 |
| PLUG PWR INC COM NEW | Stock | 72919P202 | — | 2,264 shares | $4,392 |
| GENTEX CORP COM | Stock | 371901109 | — | 202 shares | $4,391 |
| UNIVERSAL DISPLAY CORP COM | Stock | 91347P105 | — | 57 shares | $4,391 |
| JD.COM INC SPON ADS CL A | ADR | 47215P106 | — | 165 shares | $4,389 |
| CEMEX SAB DE CV SPON ADR NEW | ADR | 151290889 | — | 461 shares | $4,384 |
| IDEAYA BIOSCIENCES INC COM | Stock | 45166A102 | — | 114 shares | $4,380 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 17 shares | $4,378 |
| GARRETT MOTION INC COM | Stock | 366505105 | — | 168 shares | $4,373 |
| INCYTE CORP COM | Stock | 45337C102 | — | 36 shares | $4,369 |
| RLI CORP COM | Stock | 749607107 | — | 79 shares | $4,369 |
| PROTAGONIST THERAPEUTICS INC COM | Stock | 74366E102 | — | 31 shares | $4,368 |
| MEDICAL PROPERTIES TRUST INC COM | REIT | 58463J304 | — | 1,262 shares | $4,367 |
| CRACKER BARREL OLD CTRY STORE COM | Stock | 22410J106 | — | 83 shares | $4,367 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 039483102 | — | 55 shares | $4,366 |
| BEACON FINANCIAL CORP. COM | Stock | 084680107 | — | 156 shares | $4,366 |
| SYSCO CORP COM | Stock | 871829107 | — | 56 shares | $4,366 |
| BITWISE ETHEREUM ETF | ETF | 091955104 | — | 229 shares | $4,365 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | M22465104 | — | 34 shares | $4,364 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 11 shares | $4,364 |
| OCEANEERING INTL INC COM | Stock | 675232102 | — | 100 shares | $4,363 |
| SPYRE THERAPEUTICS INC COM NEW | Stock | 00773J202 | — | 49 shares | $4,362 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 30 shares | $4,361 |
| TELEKOMUNIKASI IND SPONSORED ADR | ADR | 715684106 | — | 342 shares | $4,361 |
| GEN DIGITAL INC COM | Stock | 668771108 | — | 198 shares | $4,360 |
| FERRARI N V COM | Stock | N3167Y103 | — | 11 shares | $4,359 |
| KILROY REALTY CORP COM | REIT | 49427F108 | — | 131 shares | $4,358 |
| AMERICAN ASSETS TR INC COM | REIT | 024013104 | — | 205 shares | $4,358 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 48 shares | $4,357 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 48 shares | $4,357 |
| ELEMENT SOLUTIONS INC COM | Stock | 28618M106 | — | 120 shares | $4,354 |
| MYRIAD GENETICS INC COM | Stock | 62855J104 | — | 1,010 shares | $4,353 |
| C3 AI INC CL A | Stock | 12468P104 | — | 396 shares | $4,352 |
| CENOVUS ENERGY INC COM | Stock | 15135U109 | — | 140 shares | $4,351 |
| SALLY BEAUTY HLDGS INC COM | Stock | 79546E104 | — | 265 shares | $4,351 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 37 shares | $4,349 |
| OPEN TEXT CORP COM | Stock | 683715106 | — | 194 shares | $4,349 |
| CENTENE CORP DEL COM | Stock | 15135B101 | — | 70 shares | $4,348 |
| SOMNIGROUP INTERNATIONAL INC COM | Stock | 88023U101 | — | 70 shares | $4,348 |
| TURNING PT BRANDS INC COM | Stock | 90041L105 | — | 74 shares | $4,344 |
| IONQ INC COM | Stock | 46222L108 | — | 99 shares | $4,342 |
| WESBANCO INC COM | Stock | 950810101 | — | 116 shares | $4,341 |
| COUPANG INC CL A | Stock | 22266T109 | — | 313 shares | $4,341 |
| ARCTURUS THERAPEUTICS HLDGS COM | Stock | 03969T109 | — | 317 shares | $4,340 |
| DELTA AIR LINES INC COM NEW | Stock | 247361702 | — | 52 shares | $4,340 |
| ISHARES S&P GSCI COMMODITY INDEXED TRUST | ETF | 46428R107 | — | 122 shares | $4,340 |
| TRANSMEDICS GROUP INC COM | Stock | 89377M109 | — | 52 shares | $4,339 |
| ROBERT HALF INC. COM | Stock | 770323103 | — | 118 shares | $4,337 |
| FOX FACTORY HLDG CORP COM | Stock | 35138V102 | — | 236 shares | $4,335 |
| CAMECO CORP COM | Stock | 13321L108 | — | 50 shares | $4,334 |
| CAMECO CORP COM | Stock | 13321L108 | — | 50 shares | $4,334 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 38059T106 | — | 120 shares | $4,334 |
| BRIGHT HORIZONS FAM SOL IN DEL COM | Stock | 109194100 | — | 68 shares | $4,333 |
| QIAGEN NV ORD SHARES | Stock | N72482156 | — | 99 shares | $4,332 |
| LULULEMON ATHLETICA INC COM | Stock | 550021109 | — | 45 shares | $4,329 |
| CEMEX SAB DE CV SPON ADR NEW | ADR | 151290889 | — | 455 shares | $4,327 |
| ENACT HLDGS INC COM | Stock | 29249E109 | — | 100 shares | $4,326 |
| HALLIBURTON CO COM | Stock | 406216101 | — | 136 shares | $4,325 |
| EXELIXIS INC COM | Stock | 30161Q104 | — | 74 shares | $4,322 |
| SUNRUN INC COM | Stock | 86771W105 | — | 556 shares | $4,320 |
| NEWELL BRANDS INC COM | Stock | 651229106 | — | 818 shares | $4,319 |
| PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF | ETF | 74347Y680 | — | 250 shares | $4,318 |
| PRUDENTIAL FINL INC COM | Stock | 744320102 | — | 38 shares | $4,316 |
| DEXCOM INC COM | Stock | 252131107 | — | 50 shares | $4,315 |
| UNITIL CORP COM | Stock | 913259107 | — | 85 shares | $4,315 |
| GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | ADR | 400506101 | — | 21 shares | $4,314 |
| BURFORD CAP LTD ORD SHS | Stock | G17977110 | — | 1,100 shares | $4,312 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 34 shares | $4,308 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 8 shares | $4,304 |
| NIKE INC CL B | Stock | 654106103 | — | 122 shares | $4,303 |
| MARTEN TRANS LTD COM | Stock | 573075108 | — | 333 shares | $4,302 |
| UNUM GROUP COM | Stock | 91529Y106 | — | 49 shares | $4,299 |
| STUBHUB HLDGS INC CL A | Stock | 86384P109 | — | 770 shares | $4,297 |
| ALASKA AIR GROUP INC COM | Stock | 011659109 | — | 111 shares | $4,296 |
| MATCH GROUP INC NEW COM | Stock | 57667L107 | — | 107 shares | $4,296 |
| CALUMET INC COM | Stock | 131428104 | — | 82 shares | $4,295 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 | — | 103 shares | $4,294 |
| COEUR MNG INC COM NEW | Stock | 192108504 | — | 244 shares | $4,294 |
| ISHARES U.S. TREASURY BOND ETF | ETF | 46429B267 | — | 196 shares | $4,292 |
| DORMAN PRODS INC COM | Stock | 258278100 | — | 35 shares | $4,291 |
| ESSENTIAL PPTYS RLTY TR INC COM | REIT | 29670E107 | — | 166 shares | $4,284 |
| GUARDANT HEALTH INC COM | Stock | 40131M109 | — | 24 shares | $4,281 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 76 shares | $4,280 |
| ASHLAND INC COM | Stock | 044186104 | — | 63 shares | $4,279 |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | Stock | 530909308 | — | 44 shares | $4,279 |
| DYNEX CAP INC COM | REIT | 26817Q886 | — | 384 shares | $4,278 |