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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) |
|---|---|---|---|---|---|
| SOLUNA HOLDINGS INC COM NEW | Stock | 583543301 | — | 2,420 shares | $2,759 |
| TENARIS S A SPONSORED ADS | ADR | 88031M109 | — | 50 shares | $2,759 |
| HESAI GROUP SPONSORED ADS | ADR | 428050108 | — | 173 shares | $2,759 |
| ELEMENT SOLUTIONS INC COM | Stock | 28618M106 | — | 76 shares | $2,757 |
| TIDEWATER INC NEW COM | Stock | 88642R109 | — | 34 shares | $2,757 |
| ENPRO INC COM | Stock | 29355X107 | — | 9 shares | $2,756 |
| WARNER BROS DISCOVERY INC COM SER A | Stock | 934423104 | — | 89 shares | $2,755 |
| WARNER BROS DISCOVERY INC COM SER A | Stock | 934423104 | — | 89 shares | $2,755 |
| FERRARI N V COM | Stock | N3167Y103 | — | 7 shares | $2,753 |
| J & J SNACK FOODS CORP COM | Stock | 466032109 | — | 36 shares | $2,752 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 15 shares | $2,751 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 15 shares | $2,751 |
| JONES LANG LASALLE INC COM | Stock | 48020Q107 | — | 9 shares | $2,750 |
| RYMAN HOSPITALITY PPTYS INC COM | REIT | 78377T107 | — | 23 shares | $2,749 |
| CHEWY INC CL A | Stock | 16679L109 | — | 151 shares | $2,748 |
| BARNES & NOBLE ED INC COM NEW | Stock | 06777U200 | — | 237 shares | $2,747 |
| CORE NATURAL RESOURCES INC COM SHS | Stock | 218937100 | — | 32 shares | $2,747 |
| DELCATH SYS INC COM NEW | Stock | 24661P807 | — | 172 shares | $2,747 |
| RUBRIK INC. CL A | Stock | 781154109 | — | 24 shares | $2,747 |
| COMMUNITY TR BANCORP INC COM | Stock | 204149108 | — | 37 shares | $2,746 |
| ECOLAB INC COM | Stock | 278865100 | — | 10 shares | $2,746 |
| DUCOMMUN INC DEL COM | Stock | 264147109 | — | 16 shares | $2,745 |
| EQUIFAX INC COM | Stock | 294429105 | — | 20 shares | $2,745 |
| TOWNEBANK PORTSMOUTH VA COM | Stock | 89214P109 | — | 77 shares | $2,745 |
| ARTERIS INC COM | Stock | 04302A104 | — | 116 shares | $2,742 |
| NPK INTERNATIONAL INC COM SHS | Stock | 651718504 | — | 240 shares | $2,741 |
| INTERDIGITAL INC COM | Stock | 45867G101 | — | 8 shares | $2,740 |
| PVH CORPORATION COM | Stock | 693656100 | — | 37 shares | $2,740 |
| AVANTOR INC COM | Stock | 05352A100 | — | 182 shares | $2,739 |
| ENPHASE ENERGY INC COM | Stock | 29355A107 | — | 83 shares | $2,738 |
| COMMERCE BANCSHARES INC COM | Stock | 200525103 | — | 50 shares | $2,737 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 12 shares | $2,737 |
| ORIX CORP SPONSORED ADR | ADR | 686330101 | — | 73 shares | $2,737 |
| SOTERA HEALTH CO COM | Stock | 83601L102 | — | 148 shares | $2,737 |
| WILLIAMS SONOMA INC COM | Stock | 969904101 | — | 12 shares | $2,735 |
| XYLEM INC COM | Stock | 98419M100 | — | 27 shares | $2,734 |
| SOLVENTUM CORP COM SHS | Stock | 83444M101 | — | 31 shares | $2,733 |
| ULTA BEAUTY INC COM | Stock | 90384S303 | — | 5 shares | $2,731 |
| STRIDE INC COM | Stock | 86333M108 | — | 35 shares | $2,729 |
| REPUBLIC SVCS INC COM | Stock | 760759100 | — | 13 shares | $2,728 |
| KFORCE INC COM | Stock | 493732101 | — | 52 shares | $2,728 |
| ALPS SECTOR DIVIDEND DOGS ETF | ETF | 00162Q858 | — | 40 shares | $2,728 |
| OAK VY BANCORP OAKDALE CALIF COM | Stock | 671807105 | — | 81 shares | $2,727 |
| SKYDANCE CORP COM CL B | Stock | 69932A204 | — | 264 shares | $2,727 |
| VIPSHOP HLDGS LTD SPONSORED ADS A | ADR | 92763W103 | — | 218 shares | $2,727 |
| CARIS LIFE SCIENCES INC COM | Stock | 142152107 | — | 89 shares | $2,726 |
| PRUDENTIAL FINL INC COM | Stock | 744320102 | — | 24 shares | $2,726 |
| NMI HLDGS INC COM | Stock | 629209305 | — | 73 shares | $2,724 |
| CENCORA INC COM | Stock | 03073E105 | — | 9 shares | $2,723 |
| ENVISTA HOLDINGS CORPORATION COM | Stock | 29415F104 | — | 116 shares | $2,723 |
| LAS VEGAS SANDS CORP COM | Stock | 517834107 | — | 72 shares | $2,722 |
| MAREX GROUP LTD ORD | Stock | G5S37H101 | — | 39 shares | $2,721 |
| CBL & ASSOC PPTYS INC COMMON STOCK | REIT | 124830878 | — | 51 shares | $2,721 |
| GATX CORP COM | Stock | 361448103 | — | 16 shares | $2,720 |
| BADGER METER INC COM | Stock | 056525108 | — | 22 shares | $2,718 |
| INDEPENDENT BK CORP MASS COM | Stock | 453836108 | — | 35 shares | $2,718 |
| NEXTNAV INC COMMON STOCK | Stock | 65345N106 | — | 189 shares | $2,718 |
| JACKSON FINANCIAL INC COM CL A | Stock | 46817M107 | — | 21 shares | $2,716 |
| VERACYTE INC COM | Stock | 92337F107 | — | 59 shares | $2,716 |
| CAPITOL FED FINL INC COM | Stock | 14057J101 | — | 329 shares | $2,714 |
| LIVE OAK BANCSHARES INC COM | Stock | 53803X105 | — | 75 shares | $2,714 |
| STARWOOD PPTY TR INC COM | REIT | 85571B105 | — | 201 shares | $2,714 |
| COOPER COS INC COM | Stock | 216648501 | — | 48 shares | $2,713 |
| NEWSMAX INC COM SHS CLASS B | Stock | 65250K105 | — | 251 shares | $2,713 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 | — | 6 shares | $2,712 |
| WESTERN NEW ENG BANCORP INC COM | Stock | 958892101 | — | 198 shares | $2,711 |
| SELECT WATER SOLUTIONS INC CL A COM | Stock | 81617J301 | — | 137 shares | $2,711 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 29 shares | $2,710 |
| GULFPORT ENERGY CORP COMMON SHARES | Stock | 402635502 | — | 18 shares | $2,709 |
| UNITED THERAPEUTICS CORP DEL COM | Stock | 91307C102 | — | 5 shares | $2,709 |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 538034109 | — | 16 shares | $2,709 |
| CAMDEN PPTY TR SH BEN INT | REIT | 133131102 | — | 28 shares | $2,708 |
| KB FINL GROUP INC SPONSORED ADR | ADR | 48241A105 | — | 22 shares | $2,708 |
| SOUTHSIDE BANCSHARES INC COM | Stock | 84470P109 | — | 90 shares | $2,707 |
| REDDIT INC CL A | Stock | 75734B100 | — | 19 shares | $2,706 |
| ROIVANT SCIENCES LTD SHS | Stock | G76279101 | — | 74 shares | $2,706 |
| SIBANYE STILLWATER LTD SPONSORED ADR | ADR | 82575P107 | — | 265 shares | $2,706 |
| ISHARES TIPS BOND ETF | ETF | 464287176 | — | 26 shares | $2,705 |
| INSPIRE MED SYS INC COM | Stock | 457730109 | — | 39 shares | $2,705 |
| JACOBS SOLUTIONS INC COM | Stock | 46982L108 | — | 20 shares | $2,705 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 48 shares | $2,703 |
| MERITAGE HOMES CORP COM | Stock | 59001A102 | — | 43 shares | $2,703 |
| INNOVEX INTERNATIONAL INC COM | Stock | 457651107 | — | 100 shares | $2,702 |
| MILLROSE PPTYS INC COM CL A | REIT | 601137102 | — | 104 shares | $2,701 |
| SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | G8060N102 | — | 65 shares | $2,701 |
| FACTSET RESH SYS INC COM | Stock | 303075105 | — | 10 shares | $2,700 |
| DUTCH BROS INC CL A | Stock | 26701L100 | — | 70 shares | $2,699 |
| CIMPRESS PLC SHS EURO | Stock | G2143T103 | — | 35 shares | $2,699 |
| COLUMBIA SPORTSWEAR CO COM | Stock | 198516106 | — | 47 shares | $2,698 |
| CROCS INC COM | Stock | 227046109 | — | 23 shares | $2,698 |
| LSI INDS INC OHIO COM | Stock | 50216C108 | — | 130 shares | $2,698 |
| CSX CORP COM | Stock | 126408103 | — | 58 shares | $2,698 |
| AVIENT CORPORATION COM | Stock | 05368V106 | — | 67 shares | $2,697 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 67 shares | $2,697 |
| ALGONQUIN POWER & UTILITIES CO COM | Stock | 015857105 | — | 536 shares | $2,696 |
| PAYMENTUS HOLDINGS INC COM CL A | Stock | 70439P108 | — | 88 shares | $2,696 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 33 shares | $2,695 |
| SABLE OFFSHORE CORP COM SHS | Stock | 78574H104 | — | 779 shares | $2,695 |
| DIREXION DAILY S&P BIOTECH BULL 3X ETF | ETF | 25490K323 | — | 10 shares | $2,694 |
| MSCI INC COM | Stock | 55354G100 | — | 5 shares | $2,693 |