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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) |
|---|---|---|---|---|---|
| SHOE STA GROUP INC COM | Stock | 824889109 | — | 275 shares | $3,517 |
| LAKELAND FINL CORP COM | Stock | 511656100 | — | 61 shares | $3,517 |
| TARGA RES CORP COM | Stock | 87612G101 | — | 13 shares | $3,514 |
| CARETRUST REIT INC COM | REIT | 14174T107 | — | 96 shares | $3,512 |
| PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 71844V201 | — | 94 shares | $3,510 |
| PAR PAC HOLDINGS INC COM NEW | Stock | 69888T207 | — | 43 shares | $3,510 |
| BLUE OWL CAPITAL INC COM CL A | Stock | 09581B103 | — | 386 shares | $3,509 |
| BRADY CORP CL A | Stock | 104674106 | — | 42 shares | $3,507 |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | ADR | 465562106 | — | 411 shares | $3,506 |
| TEXTRON INC COM | Stock | 883203101 | — | 46 shares | $3,505 |
| ARHAUS INC COM CL A | Stock | 04035M102 | — | 370 shares | $3,504 |
| LUCID GROUP INC COM NEW | Stock | 549498202 | — | 861 shares | $3,504 |
| ESSEX PPTY TR INC COM | REIT | 297178105 | — | 13 shares | $3,502 |
| ESSEX PPTY TR INC COM | REIT | 297178105 | — | 13 shares | $3,502 |
| ESSEX PPTY TR INC COM | REIT | 297178105 | — | 13 shares | $3,502 |
| PENUMBRA INC COM | Stock | 70975L107 | — | 11 shares | $3,502 |
| TREKOR METALS LTD COM | Stock | 89472Y107 | — | 393 shares | $3,502 |
| STRUCTURE THERAPEUTICS INC SPONSORED ADS | ADR | 86366E106 | — | 112 shares | $3,502 |
| FIRST MERCHANTS CORP COM | Stock | 320817109 | — | 88 shares | $3,501 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 32 shares | $3,500 |
| CHENIERE ENERGY INC COM NEW | Stock | 16411R208 | — | 13 shares | $3,497 |
| URBAN EDGE PPTYS COM | REIT | 91704F104 | — | 179 shares | $3,496 |
| FIRST BUSEY CORP COM NEW | Stock | 319383204 | — | 120 shares | $3,496 |
| NETSCOUT SYS INC COM | Stock | 64115T104 | — | 87 shares | $3,496 |
| DEUTSCHE BK AG NAMEN AKT | Stock | D18190898 | — | 97 shares | $3,495 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 10 shares | $3,494 |
| DOUBLEVERIFY HLDGS INC COM | Stock | 25862V105 | — | 259 shares | $3,494 |
| DONNELLEY FINL SOLUTIONS INC COM | Stock | 25787G100 | — | 74 shares | $3,492 |
| PITNEY BOWES INC COM | Stock | 724479100 | — | 214 shares | $3,492 |
| CNX RES CORP COM | Stock | 12653C108 | — | 112 shares | $3,491 |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 13646K108 | — | 41 shares | $3,489 |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 13646K108 | — | 41 shares | $3,489 |
| NEWS CORP NEW CL B | Stock | 65249B208 | — | 110 shares | $3,489 |
| ISHARES CORE S&P U.S. GROWTH ETF | ETF | 464287671 | — | 18 shares | $3,488 |
| DOORDASH INC CL A | Stock | 25809K105 | — | 19 shares | $3,487 |
| ECHOSTAR CORP CL A | Stock | 278768106 | — | 39 shares | $3,487 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 40 shares | $3,485 |
| HUBSPOT INC COM | Stock | 443573100 | — | 17 shares | $3,485 |
| NET LEASE OFFICE PROPERTIES COM | REIT | 64110Y108 | — | 353 shares | $3,484 |
| CLOROX CO DEL COM | Stock | 189054109 | — | 43 shares | $3,483 |
| AMDOCS LTD SHS | Stock | G02602103 | — | 61 shares | $3,483 |
| S & T BANCORP INC COM | Stock | 783859101 | — | 72 shares | $3,483 |
| PAYCOM SOFTWARE INC COM | Stock | 70432V102 | — | 16 shares | $3,482 |
| SIGNET JEWELERS LTD SHS | Stock | G81276100 | — | 34 shares | $3,479 |
| PBF ENERGY INC CL A | Stock | 69318G106 | — | 45 shares | $3,477 |
| HCI GROUP INC COM | Stock | 40416E103 | — | 20 shares | $3,476 |
| HECLA MINING COMPANY COM | Stock | 422704106 | — | 204 shares | $3,474 |
| SOFI TECHNOLOGIES INC COM | Stock | 83406F102 | — | 221 shares | $3,474 |
| ALTO NEUROSCIENCE INC COM SHS | Stock | 02157Q109 | — | 136 shares | $3,472 |
| DIGITALBRIDGE GROUP INC CL A NEW | Stock | 25401T603 | — | 217 shares | $3,472 |
| KEYCORP COM | Stock | 493267108 | — | 173 shares | $3,472 |
| BROWN & BROWN INC COM | Stock | 115236101 | — | 57 shares | $3,471 |
| INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | ETF | 45783Y780 | — | 100 shares | $3,471 |
| NISOURCE INC COM | Stock | 65473P105 | — | 89 shares | $3,471 |
| QUAKER HOUGHTON COM | Stock | 747316107 | — | 22 shares | $3,471 |
| MONRO INC COM | Stock | 610236101 | — | 248 shares | $3,470 |
| SENSEONICS HLDGS INC COM | Stock | 81727U303 | — | 341 shares | $3,468 |
| INSPIRE MED SYS INC COM | Stock | 457730109 | — | 50 shares | $3,468 |
| AMETEK INC COM | Stock | 031100100 | — | 14 shares | $3,468 |
| AFLAC INC COM | Stock | 001055102 | — | 31 shares | $3,465 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | M22465104 | — | 27 shares | $3,465 |
| ELDORADO GOLD CORP NEW COM | Stock | 284902509 | — | 90 shares | $3,464 |
| SPS COMM INC COM | Stock | 78463M107 | — | 42 shares | $3,462 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 35 shares | $3,459 |
| ROYAL CARIBBEAN GROUP COM | Stock | V7780T103 | — | 13 shares | $3,456 |
| GAMESTOP CORP CL A | Stock | 36467W109 | — | 140 shares | $3,451 |
| YUM CHINA HLDGS INC COM | Stock | 98850P109 | — | 84 shares | $3,451 |
| XERIS BIOPHARMA HOLDINGS INC COM | Stock | 98422E103 | — | 361 shares | $3,451 |
| INTERNATIONAL PAPER CO COM | Stock | 460146103 | — | 104 shares | $3,450 |
| VANGUARD MORNINGSTAR MID-CAP ETF | ETF | 922908629 | — | 44 shares | $3,450 |
| MERIT MED SYS INC COM | Stock | 589889104 | — | 40 shares | $3,449 |
| PAYCHEX INC COM | Stock | 704326107 | — | 35 shares | $3,448 |
| KB FINL GROUP INC SPONSORED ADR | ADR | 48241A105 | — | 28 shares | $3,447 |
| CAREDX INC COM | Stock | 14167L103 | — | 53 shares | $3,445 |
| CAPRI HOLDINGS LIMITED SHS | Stock | G1890L107 | — | 244 shares | $3,445 |
| DEUTSCHE BK AG NAMEN AKT | Stock | D18190898 | — | 96 shares | $3,445 |
| NCINO INC COM | Stock | 63947X101 | — | 190 shares | $3,445 |
| HNI CORP COM | Stock | 404251100 | — | 76 shares | $3,444 |
| STARWOOD PPTY TR INC COM | REIT | 85571B105 | — | 255 shares | $3,443 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 7 shares | $3,442 |
| JAMES HARDIE INDS PLC ORD SHS | Stock | G4253H101 | — | 136 shares | $3,442 |
| POSCO HOLDINGS INC SPONSORED ADR | ADR | 693483109 | — | 61 shares | $3,441 |
| URANIUM ENERGY CORP COM | Stock | 916896103 | — | 364 shares | $3,440 |
| CALEDONIA MNG CORP SHS NEW | Stock | G1757E113 | — | 146 shares | $3,437 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 339 shares | $3,437 |
| FLOOR & DECOR HLDGS INC CL A | Stock | 339750101 | — | 75 shares | $3,436 |
| IREN LIMITED ORDINARY SHARES | Stock | Q4982L109 | — | 84 shares | $3,434 |
| STIFEL FINL CORP COM | Stock | 860630102 | — | 49 shares | $3,432 |
| ALCON AG ORD SHS | Stock | H01301128 | — | 53 shares | $3,432 |
| CARIS LIFE SCIENCES INC COM | Stock | 142152107 | — | 112 shares | $3,431 |
| U.S. MICRO CAP PORTFOLIO ETF | ETF | 25239Y238 | — | 60 shares | $3,430 |
| SYSCO CORP COM | Stock | 871829107 | — | 44 shares | $3,430 |
| VERASTEM INC COM NEW | Stock | 92337C203 | — | 426 shares | $3,429 |
| CITIZENS FINL GROUP INC COM | Stock | 174610105 | — | 54 shares | $3,428 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 23 shares | $3,428 |
| INTERCORP FINL SVCS INC SHS | Stock | P5626F128 | — | 63 shares | $3,427 |
| TRIMBLE INC COM | Stock | 896239100 | — | 60 shares | $3,427 |
| GENWORTH FINL INC COM SHS | Stock | 37247D106 | — | 382 shares | $3,427 |
| QCR HLDGS INC COM | Stock | 74727A104 | — | 35 shares | $3,426 |
| MARKEL GROUP INC COM | Stock | 570535104 | — | 2 shares | $3,425 |