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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) |
|---|---|---|---|---|---|
| ICU MED INC COM | Stock | 44930G107 | — | 15 shares | $2,408 |
| MERCURY SYS INC COM | Stock | 589378108 | — | 29 shares | $2,407 |
| VILLAGE SUPER MKT INC CL A NEW | Stock | 927107409 | — | 53 shares | $2,407 |
| BROADSTONE NET LEASE INC COM | REIT | 11135E203 | — | 130 shares | $2,405 |
| COPT DEFENSE PROPERTIES SHS BEN INT | REIT | 22002T108 | — | 72 shares | $2,405 |
| SAMSARA INC COM CL A | Stock | 79589L106 | — | 63 shares | $2,402 |
| HP INC COM | Stock | 40434L105 | — | 77 shares | $2,401 |
| MCGRATH RENTCORP COM | Stock | 580589109 | — | 21 shares | $2,401 |
| MYERS INDS INC COM | Stock | 628464109 | — | 78 shares | $2,400 |
| U S PHYSICAL THERAPY COM | Stock | 90337L108 | — | 28 shares | $2,400 |
| URANIUM ENERGY CORP COM | Stock | 916896103 | — | 254 shares | $2,400 |
| NUVEEN ESG MID-CAP GROWTH ETF | ETF | 67092P409 | — | 53 shares | $2,398 |
| WORKIVA INC COM CL A | Stock | 98139A105 | — | 36 shares | $2,397 |
| TFI INTERNATIONAL INC COM | Stock | 87241L109 | — | 20 shares | $2,397 |
| DOMINOS PIZZA INC COM | Stock | 25754A201 | — | 8 shares | $2,397 |
| PULSE BIOSCIENCES INC COM | Stock | 74587B101 | — | 48 shares | $2,396 |
| AGIOS PHARMACEUTICALS INC COM | Stock | 00847X104 | — | 72 shares | $2,394 |
| ACUSHNET HLDGS CORP COM | Stock | 005098108 | — | 29 shares | $2,393 |
| VIASAT INC COM | Stock | 92552V100 | — | 34 shares | $2,393 |
| INTERCORP FINL SVCS INC SHS | Stock | P5626F128 | — | 44 shares | $2,393 |
| HEALTHCARE SVCS GROUP INC COM | Stock | 421906108 | — | 117 shares | $2,393 |
| SIMMONS FIRST NATL CORP CL A $1 PAR | Stock | 828730200 | — | 106 shares | $2,393 |
| ALPHA & OMEGA SEMICONDUCTOR LT SHS | Stock | G6331P104 | — | 87 shares | $2,393 |
| SCHOLASTIC CORP COM | Stock | 807066105 | — | 68 shares | $2,391 |
| SHENANDOAH TELECOMMUNICATIONS COM | Stock | 82312B106 | — | 213 shares | $2,390 |
| FORMFACTOR INC COM | Stock | 346375108 | — | 16 shares | $2,389 |
| NORTHPOINTE BANCSHARES INC. COM SHS | Stock | 66661N886 | — | 164 shares | $2,389 |
| TRUSTCO BK CORP N Y COM NEW | Stock | 898349204 | — | 44 shares | $2,389 |
| AMER STATES WTR CO COM | Stock | 029899101 | — | 29 shares | $2,388 |
| ALUMIS INC COM | Stock | 022307102 | — | 323 shares | $2,387 |
| STEPSTONE GROUP INC COM CL A | Stock | 85914M107 | — | 55 shares | $2,387 |
| REPUBLIC BANCORP INC KY CL A | Stock | 760281204 | — | 26 shares | $2,384 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 13 shares | $2,384 |
| FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | ADR | 35969L108 | — | 288 shares | $2,382 |
| APPLIED OPTOELECTRONICS INC COM | Stock | 03823U102 | — | 24 shares | $2,382 |
| MERCURY GENL CORP NEW COM | Stock | 589400100 | — | 24 shares | $2,380 |
| TECNOGLASS HOLDINGS INC COM SHS | Stock | 87877F103 | — | 67 shares | $2,380 |
| PERFORMANCE FOOD GROUP CO COM | Stock | 71377A103 | — | 26 shares | $2,379 |
| CANADIAN NATL RY CO COM | Stock | 136375102 | — | 20 shares | $2,378 |
| HOMEBANCORP INC COM | Stock | 43689E107 | — | 36 shares | $2,378 |
| SMUCKER J M CO COM NEW | Stock | 832696405 | — | 20 shares | $2,378 |
| DIANTHUS THERAPEUTICS INC COM | Stock | 252828108 | — | 27 shares | $2,377 |
| ROIVANT SCIENCES LTD SHS | Stock | G76279101 | — | 65 shares | $2,377 |
| TELEFLEX INCORPORATED COM | Stock | 879369106 | — | 19 shares | $2,376 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 | — | 10 shares | $2,375 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 59 shares | $2,375 |
| ALTO NEUROSCIENCE INC COM SHS | Stock | 02157Q109 | — | 93 shares | $2,374 |
| TILRAY BRANDS INC COM | Stock | 88688T209 | — | 633 shares | $2,374 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 6 shares | $2,373 |
| ONE GAS INC COM | Stock | 68235P108 | — | 33 shares | $2,372 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 6 shares | $2,371 |
| CARMAX INC COM | Stock | 143130102 | — | 43 shares | $2,370 |
| TC ENERGY CORP COM | Stock | 87807B107 | — | 41 shares | $2,369 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 34 shares | $2,369 |
| RYAN SPECIALTY HOLDINGS INC CL A | Stock | 78351F107 | — | 64 shares | $2,368 |
| WESTLAKE CORPORATION COM | Stock | 960413102 | — | 38 shares | $2,368 |
| AMPLITUDE INC COM CL A | Stock | 03213A104 | — | 171 shares | $2,368 |
| VALMONT INDS INC COM | Stock | 920253101 | — | 5 shares | $2,367 |
| QUAKER HOUGHTON COM | Stock | 747316107 | — | 15 shares | $2,366 |
| SABRA HEALTH CARE REIT INC COM | REIT | 78573L106 | — | 120 shares | $2,366 |
| LIBERTY CAP CORP SER C GCI GROUP | Stock | 36164V800 | — | 102 shares | $2,366 |
| FOX CORP CL B COM | Stock | 35137L204 | — | 42 shares | $2,365 |
| CITY HLDG CO COM | Stock | 177835105 | — | 17 shares | $2,365 |
| WAFD INC COM | Stock | 938824109 | — | 79 shares | $2,364 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 71 shares | $2,363 |
| COMPASS INC CL A | Stock | 20464U100 | — | 266 shares | $2,362 |
| ENCORE CAP GROUP INC COM | Stock | 292554102 | — | 25 shares | $2,361 |
| SONOCO PRODS CO COM | Stock | 835495102 | — | 48 shares | $2,361 |
| CALIFORNIA WTR SVC GROUP COM | Stock | 130788102 | — | 51 shares | $2,360 |
| CHARLES RIV LABS INTL INC COM | Stock | 159864107 | — | 8 shares | $2,360 |
| NEBIUS GROUP N.V. SHS CLASS A | Stock | N97284108 | — | 10 shares | $2,359 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 42 shares | $2,357 |
| ARQ INC COM | Stock | 00770C101 | — | 1,191 shares | $2,352 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 27 shares | $2,352 |
| PG&E CORP COM | Stock | 69331C108 | — | 192 shares | $2,352 |
| ULTRA CLEAN HLDGS INC COM | Stock | 90385V107 | — | 29 shares | $2,351 |
| PRINCIPAL FINANCIAL GROUP INC COM | Stock | 74251V102 | — | 21 shares | $2,351 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464287242 | — | 23 shares | $2,350 |
| TARGET CORP COM | Stock | 87612E106 | — | 15 shares | $2,350 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 25 shares | $2,349 |
| LITHIA MTRS INC COM | Stock | 536797103 | — | 8 shares | $2,349 |
| VERACYTE INC COM | Stock | 92337F107 | — | 51 shares | $2,348 |
| LEGEND BIOTECH CORP SPONSORED ADS | ADR | 52490G102 | — | 118 shares | $2,347 |
| VALE S A SPONSORED ADS | ADR | 91912E105 | — | 175 shares | $2,347 |
| EDGEWELL PERSONAL CARE CO COM | Stock | 28035Q102 | — | 87 shares | $2,347 |
| CERTARA INC COM | Stock | 15687V109 | — | 255 shares | $2,346 |
| BANK OZK LITTLE ROCK ARK COM | Stock | 06417N103 | — | 51 shares | $2,344 |
| AMDOCS LTD SHS | Stock | G02602103 | — | 41 shares | $2,344 |
| URANIUM ENERGY CORP COM | Stock | 916896103 | — | 248 shares | $2,344 |
| EOG RES INC COM | Stock | 26875P101 | — | 17 shares | $2,342 |
| MANULIFE FINL CORP COM | Stock | 56501R106 | — | 55 shares | $2,342 |
| CINTAS CORP COM | Stock | 172908105 | — | 12 shares | $2,341 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 22 shares | $2,340 |
| TWILIO INC CL A | Stock | 90138F102 | — | 8 shares | $2,340 |
| VISTEON CORP COM NEW | Stock | 92839U206 | — | 27 shares | $2,340 |
| BILL HOLDINGS INC COM | Stock | 090043100 | — | 55 shares | $2,340 |
| KB FINL GROUP INC SPONSORED ADR | ADR | 48241A105 | — | 19 shares | $2,339 |
| BELLRING BRANDS INC COMMON STOCK | Stock | 07831C103 | — | 304 shares | $2,338 |
| SAIA INC COM | Stock | 78709Y105 | — | 7 shares | $2,336 |
| SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | ADR | 833635105 | — | 36 shares | $2,335 |