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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) |
|---|---|---|---|---|---|
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 10 shares | $3,945 |
| ATLASSIAN CORPORATION CL A | Stock | 049468101 | — | 22 shares | $3,944 |
| 2X LONG VIX FUTURES ETF | ETF | 92891H705 | — | 107 shares | $3,944 |
| VIASAT INC COM | Stock | 92552V100 | — | 56 shares | $3,941 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 19 shares | $3,939 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 8 shares | $3,939 |
| FARMERS NATIONAL BANC CORP COM | Stock | 309627107 | — | 262 shares | $3,938 |
| FINANCIAL INSTITUTIONS INC COM | Stock | 317585404 | — | 101 shares | $3,937 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 124 shares | $3,937 |
| ORMAT TECHNOLOGIES INC COM | Stock | 686688102 | — | 43 shares | $3,934 |
| HDFC BANK LTD SPONSORED ADS | ADR | 40415F101 | — | 176 shares | $3,932 |
| SS&C TECH HLDGS COM | Stock | 78467J100 | — | 51 shares | $3,931 |
| AMER SPORTS INC COM SHS | Stock | G0260P102 | — | 144 shares | $3,930 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 167 shares | $3,930 |
| WESBANCO INC COM | Stock | 950810101 | — | 105 shares | $3,929 |
| LIFESTANCE HEALTH GROUP INC COM | Stock | 53228F101 | — | 326 shares | $3,922 |
| REXFORD INDL RLTY INC COM | REIT | 76169C100 | — | 108 shares | $3,917 |
| PILGRIMS PRIDE CORP COM | Stock | 72147K108 | — | 145 shares | $3,916 |
| REDWIRE CORPORATION COM | Stock | 75776W103 | — | 375 shares | $3,915 |
| CMS ENERGY CORP COM | Stock | 125896100 | — | 62 shares | $3,911 |
| RYERSON HLDG CORP COM | Stock | 783754104 | — | 166 shares | $3,911 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 | — | 12 shares | $3,910 |
| ALLIENT INC COM | Stock | 019330109 | — | 35 shares | $3,906 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 11 shares | $3,905 |
| PERPETUA RESOURCES CORP COM | Stock | 714266103 | — | 181 shares | $3,904 |
| FIDELITY NATL FINL INC COM SHS | Stock | 31620R303 | — | 101 shares | $3,904 |
| OMNICOM GROUP INC COM | Stock | 681919106 | — | 53 shares | $3,902 |
| SOFI ENHANCED YIELD ETF | ETF | 886364280 | — | 248 shares | $3,902 |
| CINTAS CORP COM | Stock | 172908105 | — | 20 shares | $3,901 |
| EPAM SYS INC COM | Stock | 29414B104 | — | 36 shares | $3,901 |
| SEI INVTS CO COM | Stock | 784117103 | — | 38 shares | $3,901 |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 11271J107 | — | 107 shares | $3,901 |
| GLOBAL X LITHIUM & BATTERY TECH ETF | ETF | 37954Y855 | — | 57 shares | $3,900 |
| UMB FINL CORP COM | Stock | 902788108 | — | 30 shares | $3,900 |
| SPOTIFY TECHNOLOGY S A SHS | Stock | L8681T102 | — | 8 shares | $3,899 |
| KLA CORP COM NEW | Stock | 482480100 | — | 20 shares | $3,899 |
| TAL ED GROUP SPONSORED ADS | ADR | 874080104 | — | 323 shares | $3,899 |
| COUSINS PPTYS INC COM NEW | REIT | 222795502 | — | 141 shares | $3,897 |
| COUSINS PPTYS INC COM NEW | REIT | 222795502 | — | 141 shares | $3,897 |
| ISHARES U.S. REAL ESTATE ETF | ETF | 464287739 | — | 41 shares | $3,897 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 20 shares | $3,896 |
| HUBSPOT INC COM | Stock | 443573100 | — | 19 shares | $3,895 |
| ALLEGRO MICROSYSTEMS INC COM | Stock | 01749D105 | — | 107 shares | $3,889 |
| CYTOKINETICS INC COM NEW | Stock | 23282W605 | — | 59 shares | $3,889 |
| KODIAK SCIENCES INC COM | Stock | 50015M109 | — | 41 shares | $3,887 |
| VICTORY CAP HLDGS INC DEL COM CL A | Stock | 92645B103 | — | 35 shares | $3,887 |
| EXPONENT INC COM | Stock | 30214U102 | — | 59 shares | $3,886 |
| CRONOS GROUP INC COM | Stock | 22717L101 | — | 1,177 shares | $3,884 |
| FORMFACTOR INC COM | Stock | 346375108 | — | 26 shares | $3,882 |
| MERIT MED SYS INC COM | Stock | 589889104 | — | 45 shares | $3,880 |
| EVENTIDE HIGH DIVIDEND ETF | ETF | 86280R811 | — | 128 shares | $3,880 |
| BLACKBERRY LTD COM | Stock | 09228F103 | — | 429 shares | $3,878 |
| PEABODY ENERGY CORP COM | Stock | 704551100 | — | 159 shares | $3,878 |
| BANK OF N T BUTTERFIELD & SON SHS NEW | Stock | G0772R208 | — | 67 shares | $3,877 |
| TELEFLEX INCORPORATED COM | Stock | 879369106 | — | 31 shares | $3,876 |
| WILLIAMS SONOMA INC COM | Stock | 969904101 | — | 17 shares | $3,875 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 25 shares | $3,874 |
| JOBY AVIATION INC COMMON STOCK | Stock | G65163100 | — | 640 shares | $3,872 |
| AMERANT BANCORP INC CL A | Stock | 023576101 | — | 135 shares | $3,870 |
| ALIGNMENT HEALTHCARE INC COM | Stock | 01625V104 | — | 474 shares | $3,868 |
| QUALCOMM INC COM | Stock | 747525103 | — | 21 shares | $3,865 |
| ARROWHEAD PHARMACEUTICALS INC COM | Stock | 04280A100 | — | 59 shares | $3,862 |
| COLLIERS INTL GROUP INC SUB VTG SHS | Stock | 194693107 | — | 43 shares | $3,861 |
| UNUM GROUP COM | Stock | 91529Y106 | — | 44 shares | $3,860 |
| NEUTRON HOLDINGS INC COM | Stock | 64125S104 | — | 137 shares | $3,859 |
| WEC ENERGY GROUP INC COM | Stock | 92939U106 | — | 38 shares | $3,857 |
| ZIFF DAVIS INC COM | Stock | 48123V102 | — | 68 shares | $3,855 |
| EVERTEC INC COM | Stock | 30040P103 | — | 143 shares | $3,854 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | ETF | 808524771 | — | 122 shares | $3,854 |
| IES HOLDINGS INC COM | Stock | 44951W106 | — | 12 shares | $3,853 |
| UNIVERSAL DISPLAY CORP COM | Stock | 91347P105 | — | 50 shares | $3,852 |
| MODERNA INC COM | Stock | 60770K107 | — | 20 shares | $3,851 |
| ANI PHARMACEUTICALS INC COM | Stock | 00182C103 | — | 53 shares | $3,850 |
| AGNICO EAGLE MINES LTD COM | Stock | 008474108 | — | 21 shares | $3,849 |
| BANK OF MONTREAL COM | Stock | 063671101 | — | 23 shares | $3,847 |
| BORGWARNER INC COM | Stock | 099724106 | — | 64 shares | $3,847 |
| HIPPO HLDGS INC COM NEW | Stock | 433539202 | — | 125 shares | $3,846 |
| DUOLINGO INC CL A COM | Stock | 26603R106 | — | 27 shares | $3,845 |
| REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES | Stock | G7487R100 | — | 618 shares | $3,844 |
| EQUIFAX INC COM | Stock | 294429105 | — | 28 shares | $3,843 |
| OLD REP INTL CORP COM | Stock | 680223104 | — | 103 shares | $3,843 |
| PERFORMANCE FOOD GROUP CO COM | Stock | 71377A103 | — | 42 shares | $3,843 |
| GRACO INC COM | Stock | 384109104 | — | 50 shares | $3,842 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 | — | 9 shares | $3,841 |
| NEOGEN CORP COM | Stock | 640491106 | — | 300 shares | $3,840 |
| AEROVIRONMENT INC COM | Stock | 008073108 | — | 27 shares | $3,840 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 47 shares | $3,838 |
| MAREX GROUP LTD ORD | Stock | G5S37H101 | — | 55 shares | $3,837 |
| UNIVERSAL HLTH SVCS INC CL B | Stock | 913903100 | — | 22 shares | $3,834 |
| FIDELITY DISRUPTIVE TECHNOLOGY ETF | ETF | 316092139 | — | 65 shares | $3,830 |
| WESTERN ALLIANCE BANCORP COM | Stock | 957638109 | — | 51 shares | $3,830 |
| DIGITAL RLTY TR INC COM | REIT | 253868103 | — | 22 shares | $3,830 |
| ISHARES CORE S&P 500 ETF | ETF | 464287200 | — | 5 shares | $3,829 |
| WINTRUST FINL CORP COM | Stock | 97650W108 | — | 27 shares | $3,829 |
| CANADA GOOSE HLDGS INC SHS SUB VTG | Stock | 135086106 | — | 492 shares | $3,828 |
| LIFE360 INC COM | Stock | 532206109 | — | 95 shares | $3,826 |
| AVANTOR INC COM | Stock | 05352A100 | — | 254 shares | $3,823 |
| NIKE INC CL B | Stock | 654106103 | — | 108 shares | $3,823 |
| V2X INC COM | Stock | 92242T101 | — | 54 shares | $3,822 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 43 shares | $3,820 |