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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) |
|---|---|---|---|---|---|
| TIMKEN CO COM | Stock | 887389104 | — | 20 shares | $2,335 |
| CNA FINL CORP COM | Stock | 126117100 | — | 52 shares | $2,334 |
| BANKWELL FINL GROUP INC COM | Stock | 06654A103 | — | 36 shares | $2,333 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 6 shares | $2,333 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 6 shares | $2,333 |
| ISHARES U.S. ENERGY ETF | ETF | 464287796 | — | 36 shares | $2,333 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 28176E108 | — | 27 shares | $2,331 |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | ADR | 647581206 | — | 42 shares | $2,331 |
| POWER INTEGRATIONS INC COM | Stock | 739276103 | — | 45 shares | $2,331 |
| XENIA HOTELS & RESORTS INC COM | REIT | 984017103 | — | 129 shares | $2,330 |
| KEARNY FINL CORP MD COM | Stock | 48716P108 | — | 254 shares | $2,327 |
| FIRST FINL BANKSHARES INC COM | Stock | 32020R109 | — | 73 shares | $2,326 |
| ECHOSTAR CORP CL A | Stock | 278768106 | — | 26 shares | $2,325 |
| MERITAGE HOMES CORP COM | Stock | 59001A102 | — | 37 shares | $2,325 |
| NORTHWESTERN ENERGY GROUP INC COM NEW | Stock | 668074305 | — | 34 shares | $2,325 |
| VARONIS SYS INC COM | Stock | 922280102 | — | 49 shares | $2,325 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 16 shares | $2,324 |
| VICTORY CAP HLDGS INC DEL COM CL A | Stock | 92645B103 | — | 21 shares | $2,323 |
| BRINKER INTL INC COM | Stock | 109641100 | — | 12 shares | $2,322 |
| HARMONY GOLD MNG LTD SPONSORED ADR | ADR | 413216300 | — | 131 shares | $2,321 |
| RILEY EXPLORATION PERMIAN INC COM | Stock | 76665T102 | — | 58 shares | $2,321 |
| GLOBE LIFE INC COM | Stock | 37959E102 | — | 14 shares | $2,319 |
| SEMTECH CORP COM | Stock | 816850101 | — | 13 shares | $2,319 |
| HALOZYME THERAPEUTICS INC COM | Stock | 40637H109 | — | 21 shares | $2,318 |
| NUTRIEN LTD COM | Stock | 67077M108 | — | 33 shares | $2,318 |
| RIOT PLATFORMS INC COM | Stock | 767292105 | — | 115 shares | $2,317 |
| FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | ADR | 35969L108 | — | 280 shares | $2,316 |
| ORTHOPEDIATRICS CORP COM | Stock | 68752L100 | — | 104 shares | $2,316 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 23345M107 | — | 19 shares | $2,316 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 16 shares | $2,314 |
| OVINTIV INC COM | Stock | 69047Q102 | — | 40 shares | $2,313 |
| GSK PLC SPONSORED ADR | ADR | 37733W204 | — | 48 shares | $2,312 |
| VICOR CORP COM | Stock | 925815102 | — | 8 shares | $2,312 |
| PATTERSON-UTI ENERGY INC COM | Stock | 703481101 | — | 212 shares | $2,311 |
| FASTLY INC CL A | Stock | 31188V100 | — | 90 shares | $2,310 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 26 shares | $2,310 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | M22465104 | — | 18 shares | $2,310 |
| BLUE OWL CAPITAL CORPORATION COM | CEF | 69121K104 | — | 220 shares | $2,308 |
| REPLIGEN CORP COM | Stock | 759916109 | — | 12 shares | $2,307 |
| CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | Stock | 20603L102 | — | 67 shares | $2,306 |
| IHEARTMEDIA INC COM CL A | Stock | 45174J509 | — | 1,098 shares | $2,306 |
| PACCAR INC COM | Stock | 693718108 | — | 21 shares | $2,306 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 27 shares | $2,306 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 27 shares | $2,306 |
| AMER STATES WTR CO COM | Stock | 029899101 | — | 28 shares | $2,305 |
| FIRST TRACKS BIOTHERAPEUTICS ORD SHS | Stock | 337185102 | — | 65 shares | $2,304 |
| DRIVEN BRANDS HLDGS INC COM | Stock | 26210V102 | — | 195 shares | $2,303 |
| HELMERICH & PAYNE INC COM | Stock | 423452101 | — | 62 shares | $2,303 |
| CHATHAM LODGING TR COM | REIT | 16208T102 | — | 172 shares | $2,301 |
| PIMCO MUN INCOME FD II COM | CEF | 72200W106 | — | 350 shares | $2,300 |
| WOODWARD INC COM | Stock | 980745103 | — | 7 shares | $2,300 |
| DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | ETF | 25460E307 | — | 66 shares | $2,299 |
| BANK OZK LITTLE ROCK ARK COM | Stock | 06417N103 | — | 50 shares | $2,298 |
| GLOBAL WTR RES INC COM | Stock | 379463102 | — | 289 shares | $2,298 |
| RANGE RES CORP COM | Stock | 75281A109 | — | 62 shares | $2,296 |
| STRATEGY INC CL A NEW | Stock | 594972408 | — | 15 shares | $2,296 |
| CVR ENERGY INC COM | Stock | 12662P108 | — | 45 shares | $2,295 |
| NORDSON CORP COM | Stock | 655663102 | — | 7 shares | $2,295 |
| ELLINGTON FINANCIAL INC COM | REIT | 28852N109 | — | 194 shares | $2,295 |
| LEGACY HOUSING CORP COM | Stock | 52472M101 | — | 80 shares | $2,294 |
| J & J SNACK FOODS CORP COM | Stock | 466032109 | — | 30 shares | $2,294 |
| CUSTOMERS BANCORP INC COM | Stock | 23204G100 | — | 31 shares | $2,294 |
| AMERICAN TOWER CORP COM | REIT | 03027X100 | — | 14 shares | $2,292 |
| HA SUSTAINABLE INFRA CAP INC COM | REIT | 41068X100 | — | 64 shares | $2,292 |
| HENRY JACK & ASSOC INC COM | Stock | 426281101 | — | 16 shares | $2,292 |
| FORD MTR CO COM | Stock | 345370860 | — | 190 shares | $2,291 |
| BANK7 CORP COM | Stock | 06652N107 | — | 42 shares | $2,290 |
| CASS INFORMATION SYS INC COM | Stock | 14808P109 | — | 43 shares | $2,290 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | — | 12 shares | $2,290 |
| MOOG INC CL A | Stock | 615394202 | — | 6 shares | $2,289 |
| XP INC CL A | Stock | G98239109 | — | 109 shares | $2,288 |
| ORGANON & CO COMMON STOCK | Stock | 68622V106 | — | 167 shares | $2,288 |
| NEWELL BRANDS INC COM | Stock | 651229106 | — | 433 shares | $2,286 |
| SMARTSTOP SELF STORAG REIT INC COMMON STOCK | REIT | 83192D402 | — | 71 shares | $2,286 |
| RYDER SYS INC COM | Stock | 783549108 | — | 10 shares | $2,285 |
| AGCO CORP COM | Stock | 001084102 | — | 20 shares | $2,285 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 8 shares | $2,284 |
| DOCUSIGN INC COM | Stock | 256163106 | — | 34 shares | $2,283 |
| SPIRE INC COM | Stock | 84857L101 | — | 30 shares | $2,283 |
| BLUE OWL CAPITAL INC COM CL A | Stock | 09581B103 | — | 251 shares | $2,282 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 | — | 16 shares | $2,281 |
| IDEX CORP COM | Stock | 45167R104 | — | 10 shares | $2,280 |
| MACOM TECH SOLUTIONS HLDGS INC COM | Stock | 55405Y100 | — | 8 shares | $2,279 |
| MIDDLEBY CORP COM | Stock | 596278101 | — | 22 shares | $2,279 |
| FORD MTR CO COM | Stock | 345370860 | — | 189 shares | $2,279 |
| FIRST SOLAR INC COM | Stock | 336433107 | — | 13 shares | $2,277 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 11 shares | $2,276 |
| NATIONAL FUEL GAS CO COM | Stock | 636180101 | — | 30 shares | $2,276 |
| ATLANTA BRAVES HLDGS INC COM SER C | Stock | 047726302 | — | 43 shares | $2,276 |
| KODIAK SCIENCES INC COM | Stock | 50015M109 | — | 24 shares | $2,275 |
| GOLDMAN SACHS BDC INC SHS | CEF | 38147U107 | — | 250 shares | $2,273 |
| HUBBELL INC COM | Stock | 443510607 | — | 5 shares | $2,273 |
| IRHYTHM HOLDINGS INC COM | Stock | 450056106 | — | 20 shares | $2,273 |
| SYMBOTIC INC CLASS A COM | Stock | 87151X101 | — | 54 shares | $2,272 |
| MOODYS CORP COM | Stock | 615369105 | — | 5 shares | $2,271 |
| CHAGEE HLDGS LTD SPONSORED ADS | ADR | 15743P104 | — | 194 shares | $2,270 |
| UBIQUITI INC COM | Stock | 90353W103 | — | 4 shares | $2,270 |
| GRAHAM HLDGS CO COM CL B | Stock | 384637104 | — | 2 shares | $2,269 |
| DRIVEN BRANDS HLDGS INC COM | Stock | 26210V102 | — | 192 shares | $2,268 |
| MGM RESORTS INTERNATIONAL COM | Stock | 552953101 | — | 73 shares | $2,267 |