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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) |
|---|---|---|---|---|---|
| MARKEL GROUP INC COM | Stock | 570535104 | — | 2 shares | $3,425 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 681936100 | — | 74 shares | $3,424 |
| SPIRE INC COM | Stock | 84857L101 | — | 45 shares | $3,424 |
| FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | ADR | 344419106 | — | 29 shares | $3,420 |
| LENDINGTREE INC COM | Stock | 52603B107 | — | 140 shares | $3,420 |
| TRIUMPH FINANCIAL INC COM | Stock | 89679E300 | — | 57 shares | $3,419 |
| INDEPENDENT BK CORP MASS COM | Stock | 453836108 | — | 44 shares | $3,417 |
| TKO GROUP HOLDINGS INC CL A | Stock | 87256C101 | — | 19 shares | $3,415 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 | — | 8 shares | $3,414 |
| IMMUNOVANT INC COM | Stock | 45258J102 | — | 101 shares | $3,412 |
| ROOT INC CL A NEW | Stock | 77664L207 | — | 74 shares | $3,412 |
| SIBANYE STILLWATER LTD SPONSORED ADR | ADR | 82575P107 | — | 334 shares | $3,410 |
| ELBIT SYS LTD ORD | Stock | M3760D101 | — | 5 shares | $3,410 |
| ATI INC COM | Stock | 01741R102 | — | 18 shares | $3,409 |
| TEEKAY CORPORATION LTD SHS | Stock | G8726T105 | — | 239 shares | $3,406 |
| WARNER BROS DISCOVERY INC COM SER A | Stock | 934423104 | — | 110 shares | $3,405 |
| YETI HLDGS INC COM | Stock | 98585X104 | — | 83 shares | $3,405 |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | Stock | 61559X104 | — | 291 shares | $3,405 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 | — | 18 shares | $3,404 |
| PILGRIMS PRIDE CORP COM | Stock | 72147K108 | — | 126 shares | $3,403 |
| ARMSTRONG WORLD INDS INC NEW COM | Stock | 04247X102 | — | 21 shares | $3,401 |
| ARMSTRONG WORLD INDS INC NEW COM | Stock | 04247X102 | — | 21 shares | $3,401 |
| ICON PUB LTD CO SHS | Stock | G4705A100 | — | 20 shares | $3,400 |
| KADANT INC COM | Stock | 48282T104 | — | 13 shares | $3,400 |
| FORTINET INC COM | Stock | 34959E109 | — | 19 shares | $3,396 |
| LAUREATE ED INC COMMON STOCK | Stock | 518613203 | — | 89 shares | $3,396 |
| SOFI TECHNOLOGIES INC COM | Stock | 83406F102 | — | 216 shares | $3,396 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 12 shares | $3,394 |
| STATE STREET SPDR S&P INSURANCE ETF | ETF | 78464A789 | — | 58 shares | $3,393 |
| NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | ETF | 67092P854 | — | 166 shares | $3,391 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | Stock | N53745100 | — | 59 shares | $3,391 |
| PENGUIN SOLUTIONS INC COM | Stock | 706915105 | — | 62 shares | $3,391 |
| RALLIANT CORP COM | Stock | 750940108 | — | 49 shares | $3,389 |
| GUARDANT HEALTH INC COM | Stock | 40131M109 | — | 19 shares | $3,389 |
| SHUTTERSTOCK INC COM | Stock | 825690100 | — | 802 shares | $3,384 |
| CENTRAL GARDEN & PET CO COM | Stock | 153527106 | — | 87 shares | $3,383 |
| STRATA CRITICAL MEDICAL INC CL A COM | Stock | 092667104 | — | 662 shares | $3,383 |
| SONOS INC COM | Stock | 83570H108 | — | 189 shares | $3,381 |
| MANHATTAN ASSOCIATES INC COM | Stock | 562750109 | — | 17 shares | $3,378 |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | ADR | 45857P806 | — | 21 shares | $3,377 |
| PROLOGIS INC. COM | REIT | 74340W103 | — | 26 shares | $3,376 |
| VALARIS LTD CL A | Stock | G9460G101 | — | 43 shares | $3,376 |
| ONEOK INC COM | Stock | 30609A109 | — | 40 shares | $3,376 |
| APPLIED OPTOELECTRONICS INC COM | Stock | 03823U102 | — | 34 shares | $3,375 |
| CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW | ADR | 16965P202 | — | 47 shares | $3,373 |
| SUMMIT HOTEL PPTYS COM | REIT | 866082100 | — | 565 shares | $3,373 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 | — | 81 shares | $3,373 |
| HARLEY DAVIDSON INC COM | Stock | 412822108 | — | 138 shares | $3,371 |
| ALAMOS GOLD INC COM CL A | Stock | 011532108 | — | 104 shares | $3,369 |
| PTC INC COM | Stock | 69370C100 | — | 24 shares | $3,367 |
| AMERICAN WTR WKS CO INC NEW COM | Stock | 030420103 | — | 26 shares | $3,366 |
| ARRAY TECHNOLOGIES INC COM SHS | Stock | 04271T100 | — | 835 shares | $3,365 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 | — | 59 shares | $3,364 |
| LPL FINL HLDGS INC COM | Stock | 50212V100 | — | 11 shares | $3,364 |
| ORANGE CNTY BANCORP INC COM | Stock | 68417L107 | — | 91 shares | $3,362 |
| PINTEREST INC CL A | Stock | 72352L106 | — | 178 shares | $3,362 |
| JONES LANG LASALLE INC COM | Stock | 48020Q107 | — | 11 shares | $3,361 |
| MERCURY GENL CORP NEW COM | Stock | 589400100 | — | 34 shares | $3,361 |
| CULLEN FROST BANKERS INC COM | Stock | 229899109 | — | 22 shares | $3,359 |
| AUTOLIV INC COM | Stock | 052800109 | — | 30 shares | $3,357 |
| TFI INTERNATIONAL INC COM | Stock | 87241L109 | — | 28 shares | $3,356 |
| INTERNATIONAL BANCSHARES CORP COM | Stock | 459044103 | — | 49 shares | $3,356 |
| TRANSDIGM GROUP INC COM | Stock | 893641100 | — | 3 shares | $3,356 |
| FIDELITY NATL INFORMATION SVCS COM | Stock | 31620M106 | — | 102 shares | $3,356 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 18 shares | $3,355 |
| OFG BANCORP COM | Stock | 67103X102 | — | 67 shares | $3,355 |
| KYMERA THERAPEUTICS INC COM | Stock | 501575104 | — | 30 shares | $3,354 |
| TEXTRON INC COM | Stock | 883203101 | — | 44 shares | $3,353 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 48 shares | $3,352 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 48 shares | $3,352 |
| LXP INDUSTRIAL TRUST COM | REIT | 529043408 | — | 55 shares | $3,351 |
| SERVICE CORP INTL COM | Stock | 817565104 | — | 44 shares | $3,351 |
| BLOCK H & R INC COM | Stock | 093671105 | — | 82 shares | $3,350 |
| MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF | ETF | 577125818 | — | 77 shares | $3,350 |
| BOX INC CL A | Stock | 10316T104 | — | 100 shares | $3,348 |
| BELDEN INC COM | Stock | 077454106 | — | 31 shares | $3,346 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 145 shares | $3,346 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 | — | 13 shares | $3,345 |
| FOX FACTORY HLDG CORP COM | Stock | 35138V102 | — | 182 shares | $3,343 |
| ATMUS FILTRATION TECHNOLOGIES COM | Stock | 04956D107 | — | 77 shares | $3,343 |
| GAP INC COM | Stock | 364760108 | — | 146 shares | $3,335 |
| UNION PAC CORP COM | Stock | 907818108 | — | 12 shares | $3,334 |
| UNUM GROUP COM | Stock | 91529Y106 | — | 38 shares | $3,334 |
| LKQ CORP COM | Stock | 501889208 | — | 146 shares | $3,333 |
| CUSTOMERS BANCORP INC COM | Stock | 23204G100 | — | 45 shares | $3,330 |
| PAR TECHNOLOGY CORP COM | Stock | 698884103 | — | 242 shares | $3,330 |
| POSCO HOLDINGS INC SPONSORED ADR | ADR | 693483109 | — | 59 shares | $3,328 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 | — | 14 shares | $3,325 |
| FEDERAL SIGNAL CORP COM | Stock | 313855108 | — | 30 shares | $3,324 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 80 shares | $3,323 |
| TENET HEALTHCARE CORP COM NEW | Stock | 88033G407 | — | 13 shares | $3,322 |
| LAUREATE ED INC COMMON STOCK | Stock | 518613203 | — | 87 shares | $3,320 |
| RED ROCK RESORTS INC CL A | Stock | 75700L108 | — | 67 shares | $3,319 |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | Stock | 84615Q103 | — | 22 shares | $3,319 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 10 shares | $3,318 |
| TRINET GROUP INC COM | Stock | 896288107 | — | 53 shares | $3,315 |
| POWER INTEGRATIONS INC COM | Stock | 739276103 | — | 64 shares | $3,315 |
| DESCARTES SYS GROUP INC COM | Stock | 249906108 | — | 41 shares | $3,315 |
| CLEAR SECURE INC COM CL A | Stock | 18467V109 | — | 79 shares | $3,314 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 | — | 34 shares | $3,313 |