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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) |
|---|---|---|---|---|---|
| MERCHANTS BANCORP IND COM | Stock | 58844R108 | — | 55 shares | $2,693 |
| NEWMARKET CORP COM | Stock | 651587107 | — | 3 shares | $2,693 |
| TPG INC COM CL A | Stock | 872657101 | — | 61 shares | $2,692 |
| SOUNDHOUND AI INC CLASS A COM | Stock | 836100107 | — | 447 shares | $2,691 |
| MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | — | 58 shares | $2,691 |
| UL SOLUTIONS INC CLASS A COM SHS | Stock | 903731107 | — | 41 shares | $2,690 |
| PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 71844V201 | — | 72 shares | $2,688 |
| LYFT INC CL A COM | Stock | 55087P104 | — | 179 shares | $2,687 |
| SCHEIN HENRY INC COM | Stock | 806407102 | — | 32 shares | $2,687 |
| CAMECO CORP COM | Stock | 13321L108 | — | 31 shares | $2,687 |
| PERSONALIS INC COM | Stock | 71535D106 | — | 165 shares | $2,686 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 33 shares | $2,686 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 20 shares | $2,686 |
| TIMKEN CO COM | Stock | 887389104 | — | 23 shares | $2,685 |
| LPL FINL HLDGS INC COM | Stock | 50212V100 | — | 9 shares | $2,685 |
| OSPREY BITCOIN TRUST | Stock | 68839C206 | — | 100 shares | $2,682 |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 | — | 27 shares | $2,681 |
| REYNOLDS CONSUMER PRODS INC COM | Stock | 76171L106 | — | 124 shares | $2,681 |
| CALIX INC COM | Stock | 13100M509 | — | 78 shares | $2,680 |
| DILLARDS INC CL A | Stock | 254067101 | — | 4 shares | $2,680 |
| COLONY BANKCORP INC COM | Stock | 19623P101 | — | 133 shares | $2,679 |
| EXPENSIFY INC COM CL A | Stock | 30219Q106 | — | 1,190 shares | $2,678 |
| UNIVERSAL DISPLAY CORP COM | Stock | 91347P105 | — | 35 shares | $2,677 |
| ALGONQUIN POWER & UTILITIES CO COM | Stock | 015857105 | — | 532 shares | $2,676 |
| MILLROSE PPTYS INC COM CL A | REIT | 601137102 | — | 103 shares | $2,675 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 25 shares | $2,674 |
| PHINIA INC COMMON STOCK | Stock | 71880K101 | — | 45 shares | $2,674 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 25 shares | $2,674 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 | — | 39 shares | $2,672 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 03990B101 | — | 23 shares | $2,672 |
| SPYRE THERAPEUTICS INC COM NEW | Stock | 00773J202 | — | 30 shares | $2,671 |
| AMKOR TECHNOLOGY INC COM | Stock | 031652100 | — | 51 shares | $2,671 |
| CENTENE CORP DEL COM | Stock | 15135B101 | — | 43 shares | $2,671 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 12 shares | $2,671 |
| PG&E CORP COM | Stock | 69331C108 | — | 218 shares | $2,671 |
| KEYCORP COM | Stock | 493267108 | — | 133 shares | $2,669 |
| MIDLAND STATES BANCORP INC COM | Stock | 597742105 | — | 83 shares | $2,669 |
| RAMBUS INC DEL COM | Stock | 750917106 | — | 25 shares | $2,669 |
| CAPRI HOLDINGS LIMITED SHS | Stock | G1890L107 | — | 189 shares | $2,669 |
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 20 shares | $2,668 |
| SAILPOINT INC COM | Stock | 78781J109 | — | 131 shares | $2,667 |
| AGNC INVT CORP COM | REIT | 00123Q104 | — | 294 shares | $2,667 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 14 shares | $2,666 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 40 shares | $2,666 |
| SERVICE CORP INTL COM | Stock | 817565104 | — | 35 shares | $2,665 |
| TARGET CORP COM | Stock | 87612E106 | — | 17 shares | $2,664 |
| CHATHAM LODGING TR COM | REIT | 16208T102 | — | 199 shares | $2,663 |
| TRACTOR SUPPLY CO COM | Stock | 892356106 | — | 85 shares | $2,660 |
| TRACTOR SUPPLY CO COM | Stock | 892356106 | — | 85 shares | $2,660 |
| FEDERAL SIGNAL CORP COM | Stock | 313855108 | — | 24 shares | $2,659 |
| EASTMAN CHEM CO COM | Stock | 277432100 | — | 41 shares | $2,658 |
| VTEX SHS CL A | Stock | G9470A102 | — | 728 shares | $2,657 |
| COMMUNITY WEST BANCSHARES NEW COM | Stock | 203937107 | — | 102 shares | $2,656 |
| DEUTSCHE BK AG NAMEN AKT | Stock | D18190898 | — | 74 shares | $2,656 |
| DYNATRACE INC COM NEW | Stock | 268150109 | — | 46 shares | $2,656 |
| RESMED INC COM | Stock | 761152107 | — | 12 shares | $2,653 |
| QFIN HOLDINGS INC AMERICAN DEP | ADR | 88557W101 | — | 396 shares | $2,653 |
| JEFFERIES FINANCIAL GROUP INC COM | Stock | 47233W109 | — | 58 shares | $2,652 |
| CRANE COMPANY COMMON STOCK | Stock | 224408104 | — | 13 shares | $2,652 |
| BORGWARNER INC COM | Stock | 099724106 | — | 44 shares | $2,651 |
| FINVOLUTION GROUP SPONSORED ADS | ADR | 31810T101 | — | 875 shares | $2,651 |
| CENTRUS ENERGY CORP CL A | Stock | 15643U104 | — | 19 shares | $2,650 |
| HALOZYME THERAPEUTICS INC COM | Stock | 40637H109 | — | 24 shares | $2,650 |
| PETROLEO BRASILEIRO S A SPONSORED ADR | ADR | 71654V408 | — | 127 shares | $2,650 |
| GROUPON INC COM NEW | Stock | 399473206 | — | 134 shares | $2,648 |
| U HAUL HOLDING COMPANY COM | Stock | 023586100 | — | 44 shares | $2,647 |
| KORRO BIO INC COM | Stock | 500946108 | — | 267 shares | $2,646 |
| ARGAN INC COM | Stock | 04010E109 | — | 7 shares | $2,646 |
| GROUP 1 AUTOMOTIVE INC COM | Stock | 398905109 | — | 11 shares | $2,645 |
| CRYOPORT INC COM PAR $0.001 | Stock | 229050307 | — | 152 shares | $2,645 |
| LEMAITRE VASCULAR INC COM | Stock | 525558201 | — | 32 shares | $2,643 |
| MACYS INC COM | Stock | 55616P104 | — | 116 shares | $2,641 |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | ADR | 824596100 | — | 34 shares | $2,641 |
| CHURCH & DWIGHT CO INC COM | Stock | 171340102 | — | 28 shares | $2,638 |
| ALDEYRA THERAPEUTICS INC COM | Stock | 01438T106 | — | 2,142 shares | $2,635 |
| ON HLDG AG NAMEN AKT A | Stock | H5919C104 | — | 89 shares | $2,635 |
| SOUTHERN COPPER CORP COM | Stock | 84265V105 | — | 13 shares | $2,634 |
| WINGSTOP INC COM | Stock | 974155103 | — | 25 shares | $2,634 |
| SOUTHERN COPPER CORP COM | Stock | 84265V105 | — | 13 shares | $2,634 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 14 shares | $2,633 |
| UNIQURE NV SHS | Stock | N90064101 | — | 109 shares | $2,633 |
| CHEESECAKE FACTORY INC COM | Stock | 163072101 | — | 25 shares | $2,631 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 10 shares | $2,629 |
| CIRCLE INTERNET GROUP INC COM CL A | Stock | 172573107 | — | 32 shares | $2,629 |
| ITT INC COM | Stock | 45073V108 | — | 13 shares | $2,624 |
| SPECTRUM BRANDS HLDGS INC NEW COM | Stock | 84790A105 | — | 33 shares | $2,624 |
| CG ONCOLOGY INC COM | Stock | 156944100 | — | 37 shares | $2,623 |
| GRINDR INC COM | Stock | 39854F101 | — | 170 shares | $2,623 |
| VIATRIS INC COM | Stock | 92556V106 | — | 148 shares | $2,623 |
| WYNN RESORTS LTD COM | Stock | 983134107 | — | 33 shares | $2,621 |
| MOHAWK INDS INC COM | Stock | 608190104 | — | 21 shares | $2,619 |
| UIPATH INC CL A | Stock | 90364P105 | — | 204 shares | $2,619 |
| REAL REMAX GROUP INC COM NEW | Stock | 776105108 | — | 160 shares | $2,618 |
| ENDEAVOUR SILVER CORP COM | Stock | 29258Y103 | — | 305 shares | $2,617 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 18 shares | $2,616 |
| PORTILLOS INC COM CL A | Stock | 73642K106 | — | 741 shares | $2,616 |
| SMUCKER J M CO COM NEW | Stock | 832696405 | — | 22 shares | $2,616 |
| MINERALS TECHNOLOGIES INC COM | Stock | 603158106 | — | 40 shares | $2,616 |
| PRESTIGE CONSMR HEALTHCARE INC COM | Stock | 74112D101 | — | 57 shares | $2,615 |
| APPLOVIN CORP COM CL A | Stock | 03831W108 | — | 9 shares | $2,614 |