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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) |
|---|---|---|---|---|---|
| JACK IN THE BOX INC COM | Stock | 466367109 | — | 221 shares | $2,922 |
| MNTN INC CL A | Stock | 55318A108 | — | 287 shares | $2,919 |
| MGE ENERGY INC COM | Stock | 55277P104 | — | 42 shares | $2,917 |
| SONOS INC COM | Stock | 83570H108 | — | 163 shares | $2,916 |
| ESCO TECHNOLOGIES INC COM | Stock | 296315104 | — | 11 shares | $2,916 |
| NORTHEAST CMNTY BANCORP INC COM | Stock | 664121100 | — | 112 shares | $2,915 |
| WEYERHAEUSER CO COM NEW | REIT | 962166104 | — | 153 shares | $2,915 |
| PENTAIR PLC SHS | Stock | G7S00T104 | — | 55 shares | $2,914 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 | — | 70 shares | $2,913 |
| PROSPERITY BANCSHARES INC COM | Stock | 743606105 | — | 44 shares | $2,913 |
| BEST BUY INC COM | Stock | 086516101 | — | 33 shares | $2,912 |
| COGNEX CORP COM | Stock | 192422103 | — | 48 shares | $2,911 |
| PURECYCLE TECHNOLOGIES INC COM | Stock | 74623V103 | — | 660 shares | $2,911 |
| DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | — | 34 shares | $2,910 |
| JACK IN THE BOX INC COM | Stock | 466367109 | — | 220 shares | $2,908 |
| SOUTHERN MO BANCORP INC COM | Stock | 843380106 | — | 41 shares | $2,907 |
| OGE ENERGY CORP COM | Stock | 670837103 | — | 64 shares | $2,907 |
| LIVANOVA PLC SHS | Stock | G5509L101 | — | 38 shares | $2,907 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | — | 49 shares | $2,906 |
| DOUGLAS DYNAMICS INC COM | Stock | 25960R105 | — | 74 shares | $2,905 |
| OTTER TAIL CORP COM | Stock | 689648103 | — | 33 shares | $2,905 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 14 shares | $2,905 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 03990B101 | — | 25 shares | $2,904 |
| ISHARES ESG MSCI EM LEADERS ETF | ETF | 46436E601 | — | 48 shares | $2,904 |
| PIPER SANDLER COMPANIES COM NEW | Stock | 724078209 | — | 44 shares | $2,903 |
| COUSINS PPTYS INC COM NEW | REIT | 222795502 | — | 105 shares | $2,902 |
| IONIS PHARMACEUTICALS INC COM | Stock | 462222100 | — | 65 shares | $2,902 |
| KITE REALTY GROUP TRUST COM NEW | REIT | 49803T300 | — | 119 shares | $2,902 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 4 shares | $2,901 |
| TG THERAPEUTICS INC COM | Stock | 88322Q108 | — | 52 shares | $2,901 |
| BTQ TECHNOLOGIES CORP COM | Stock | 055869101 | — | 1,000 shares | $2,900 |
| ASSURANT INC COM | Stock | 04621X108 | — | 11 shares | $2,899 |
| AVNET INC COM | Stock | 053807103 | — | 29 shares | $2,899 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 | — | 6 shares | $2,898 |
| FLUENCE ENERGY INC COM CL A | Stock | 34379V103 | — | 377 shares | $2,897 |
| DIGI INTL INC COM | Stock | 253798102 | — | 38 shares | $2,897 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 77 shares | $2,897 |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | ADR | 45857P806 | — | 18 shares | $2,894 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 123 shares | $2,894 |
| PPL CORP COM | Stock | 69351T106 | — | 88 shares | $2,894 |
| BILL HOLDINGS INC COM | Stock | 090043100 | — | 68 shares | $2,893 |
| NICE LTD SPONSORED ADR | ADR | 653656108 | — | 26 shares | $2,893 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | — | 29 shares | $2,891 |
| MAXLINEAR INC COM | Stock | 57776J100 | — | 32 shares | $2,890 |
| ICON PUB LTD CO SHS | Stock | G4705A100 | — | 17 shares | $2,890 |
| TRUEBLUE INC COM | Stock | 89785X101 | — | 314 shares | $2,889 |
| US BANCORP COM NEW | Stock | 902973304 | — | 50 shares | $2,888 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 27 shares | $2,888 |
| INNOVIVA INC COM | Stock | 45781M101 | — | 136 shares | $2,885 |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | ADR | 647581206 | — | 52 shares | $2,885 |
| ORACLE CORP COM | Stock | 68389X105 | — | 21 shares | $2,883 |
| VALE S A SPONSORED ADS | ADR | 91912E105 | — | 215 shares | $2,883 |
| MIAMI INTL HLDGS INC COM | Stock | 59356Q108 | — | 86 shares | $2,881 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 76 shares | $2,881 |
| WEBTOON ENTMT INC COM | Stock | 94845U105 | — | 267 shares | $2,881 |
| ONEASCENT LARGE CAP CORE ETF | ETF | 90470L527 | — | 70 shares | $2,879 |
| CASTLE BIOSCIENCES INC COM | Stock | 14843C105 | — | 81 shares | $2,878 |
| NUVEEN ESG MID-CAP VALUE ETF | ETF | 67092P508 | — | 68 shares | $2,878 |
| STELLANTIS N.V SHS | Stock | N82405106 | — | 660 shares | $2,878 |
| EQUINOX GOLD CORP COM | Stock | 29446Y502 | — | 259 shares | $2,877 |
| BWX TECHNOLOGIES INC COM | Stock | 05605H100 | — | 21 shares | $2,877 |
| ORGANON & CO COMMON STOCK | Stock | 68622V106 | — | 210 shares | $2,877 |
| GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | ADR | 400506101 | — | 14 shares | $2,876 |
| MCCORMICK & CO INC COM VTG | Stock | 579780107 | — | 60 shares | $2,876 |
| SENSIENT TECHNOLOGIES CORP COM | Stock | 81725T100 | — | 22 shares | $2,876 |
| TELEFLEX INCORPORATED COM | Stock | 879369106 | — | 23 shares | $2,876 |
| CNA FINL CORP COM | Stock | 126117100 | — | 64 shares | $2,872 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 3 shares | $2,872 |
| ABIVAX SA SPONSORED ADS | ADR | 00370M103 | — | 29 shares | $2,872 |
| FREEPORT MCMORAN INC CL B | Stock | 35671D857 | — | 41 shares | $2,870 |
| EQUINOR ASA SPONSORED ADR | ADR | 29446M102 | — | 69 shares | $2,870 |
| INSULET CORP COM | Stock | 45784P101 | — | 22 shares | $2,870 |
| AIRO GROUP HLDGS INC COM | Stock | 009422106 | — | 434 shares | $2,869 |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | ETF | 46138E222 | — | 47 shares | $2,869 |
| VIKING THERAPEUTICS INC COM | Stock | 92686J106 | — | 88 shares | $2,869 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 3 shares | $2,866 |
| REXFORD INDL RLTY INC COM | REIT | 76169C100 | — | 79 shares | $2,865 |
| KINDER MORGAN INC DEL COM | Stock | 49456B101 | — | 95 shares | $2,864 |
| OUSTER INC COM NEW | Stock | 68989M202 | — | 71 shares | $2,864 |
| COPART INC COM | Stock | 217204106 | — | 105 shares | $2,864 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 41 shares | $2,863 |
| BOYD GAMING CORP COM | Stock | 103304101 | — | 43 shares | $2,863 |
| TRAVELERS COMPANIES INC COM | Stock | 89417E109 | — | 8 shares | $2,861 |
| CBL & ASSOC PPTYS INC COMMON STOCK | REIT | 124830878 | — | 54 shares | $2,860 |
| KURA ONCOLOGY INC COM | Stock | 50127T109 | — | 267 shares | $2,860 |
| PHIBRO ANIMAL HEALTH CORP CL A COM | Stock | 71742Q106 | — | 80 shares | $2,859 |
| YALLA GROUP LTD ADS | ADR | 98459U103 | — | 532 shares | $2,857 |
| FRANCO NEV CORP COM | Stock | 351858105 | — | 12 shares | $2,857 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 46432F396 | — | 9 shares | $2,856 |
| FIRST HAWAIIAN INC COM | Stock | 32051X108 | — | 116 shares | $2,856 |
| PHINIA INC COMMON STOCK | Stock | 71880K101 | — | 48 shares | $2,853 |
| HERITAGE INSURANCE HLDGS INC COM | Stock | 42727J102 | — | 86 shares | $2,851 |
| COMMUNITY HEALTHCARE TR INC COM | REIT | 20369C106 | — | 201 shares | $2,850 |
| BROADSTONE NET LEASE INC COM | REIT | 11135E203 | — | 154 shares | $2,849 |
| ASTERA LABS INC COM | Stock | 04626A103 | — | 8 shares | $2,848 |
| COMMVAULT SYS INC COM | Stock | 204166102 | — | 19 shares | $2,848 |
| DEXCOM INC COM | Stock | 252131107 | — | 33 shares | $2,848 |
| NOVAGOLD RESOURCES INC COM NEW | Stock | 66987E206 | — | 438 shares | $2,847 |
| SIMPLY GOOD FOODS CO COM | Stock | 82900L102 | — | 300 shares | $2,847 |
| APPLE HOSPITALITY REIT INC COM NEW | REIT | 03784Y200 | — | 176 shares | $2,844 |