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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) |
|---|---|---|---|---|---|
| AMC ENTMT HLDGS INC CL A NEW | Stock | 00165C302 | — | 695 shares | $2,085 |
| CELANESE CORP DEL COM | Stock | 150870103 | — | 47 shares | $2,085 |
| ALERUS FINL CORP COM | Stock | 01446U103 | — | 66 shares | $2,084 |
| OLD SECOND BANCORP INC DEL COM | Stock | 680277100 | — | 85 shares | $2,082 |
| ASPEN AEROGELS INC COM | Stock | 04523Y105 | — | 380 shares | $2,082 |
| VALLEY NATL BANCORP COM | Stock | 919794107 | — | 165 shares | $2,082 |
| COGENT BIOSCIENCES INC COM | Stock | 19240Q201 | — | 65 shares | $2,081 |
| EL POLLO LOCO HLDGS INC COM | Stock | 268603107 | — | 145 shares | $2,081 |
| PILGRIMS PRIDE CORP COM | Stock | 72147K108 | — | 77 shares | $2,080 |
| LENNAR CORP CL B | Stock | 526057302 | — | 26 shares | $2,080 |
| VOYA FINANCIAL INC COM | Stock | 929089100 | — | 22 shares | $2,079 |
| CUSHMAN AND WAKEFIELD LTD COMMON SHARES | Stock | G2717C106 | — | 176 shares | $2,079 |
| CCC INTELLIGENT SOLUTIONS HLD COM | Stock | 12510Q100 | — | 312 shares | $2,078 |
| UR-ENERGY INC COM | Stock | 91688R108 | — | 1,924 shares | $2,078 |
| KIMBALL ELECTRONICS INC COM | Stock | 49428J109 | — | 76 shares | $2,077 |
| HAFNIA LTD SHS | Stock | Y2990R101 | — | 209 shares | $2,077 |
| PAYSIGN INC COM | Stock | 70451A104 | — | 154 shares | $2,076 |
| VISTRA CORP COM | Stock | 92840M102 | — | 15 shares | $2,075 |
| BENCHMARK ELECTRS INC COM | Stock | 08160H101 | — | 25 shares | $2,073 |
| SITE CTRS CORP COM | REIT | 82981J851 | — | 615 shares | $2,073 |
| EASTERN BANKSHARES INC COM | Stock | 27627N105 | — | 99 shares | $2,072 |
| DTE ENERGY CO COM | Stock | 233331107 | — | 17 shares | $2,071 |
| TIM S A SPONSORED ADR | ADR | 88706T108 | — | 116 shares | $2,071 |
| AMERICOLD REALTY TRUST INC COM | REIT | 03064D108 | — | 148 shares | $2,069 |
| GENMAB A/S SPONSORED ADS | ADR | 372303206 | — | 58 shares | $2,069 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 47 shares | $2,068 |
| ASBURY AUTOMOTIVE GROUP INC COM | Stock | 043436104 | — | 12 shares | $2,068 |
| NATERA INC COM | Stock | 632307104 | — | 5 shares | $2,067 |
| PLAYTIKA HLDG CORP COM | Stock | 72815L107 | — | 966 shares | $2,067 |
| COLLIERS INTL GROUP INC SUB VTG SHS | Stock | 194693107 | — | 23 shares | $2,065 |
| NEXTDECADE CORP COM | Stock | 65342K105 | — | 325 shares | $2,064 |
| BIGLARI HLDGS INC COM STK CL B | Stock | 08986R309 | — | 6 shares | $2,063 |
| PHOTRONICS INC COM | Stock | 719405102 | — | 67 shares | $2,062 |
| U HAUL HOLDING COMPANY COM SER N | Stock | 023586506 | — | 39 shares | $2,061 |
| GLOBALFOUNDRIES INC ORDINARY SHARES | Stock | G39387108 | — | 43 shares | $2,061 |
| FIRST CTZNS BANCSHARES INC DEL CL A | Stock | 31946M103 | — | 1 shares | $2,060 |
| FIRST CTZNS BANCSHARES INC DEL CL A | Stock | 31946M103 | — | 1 shares | $2,060 |
| ALCOA CORP COM | Stock | 013872106 | — | 49 shares | $2,058 |
| UPBOUND GROUP INC COM | Stock | 76009N100 | — | 131 shares | $2,057 |
| SERVICE CORP INTL COM | Stock | 817565104 | — | 27 shares | $2,056 |
| ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS | ADR | 04965M106 | — | 63 shares | $2,055 |
| LUXFER HLDGS PLC SHS | Stock | G5698W116 | — | 119 shares | $2,055 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 10 shares | $2,054 |
| SEZZLE INC COM | Stock | 78435P105 | — | 19 shares | $2,053 |
| SEZZLE INC COM | Stock | 78435P105 | — | 19 shares | $2,053 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 | — | 36 shares | $2,052 |
| CELSIUS HLDGS INC COM NEW | Stock | 15118V207 | — | 75 shares | $2,051 |
| AT&T INC COM | Stock | 00206R102 | — | 84 shares | $2,050 |
| RAPPORT THERAPEUTICS INC COM | Stock | 75383L102 | — | 61 shares | $2,050 |
| EXPRO LTD ORD SHS | Stock | G3314M109 | — | 130 shares | $2,050 |
| MACH NATURAL RESOURCES LP COM UN LT PA IN | Stock | 55445L100 | — | 200 shares | $2,048 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 | — | 24 shares | $2,048 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 12 shares | $2,048 |
| AUTONATION INC COM | Stock | 05329W102 | — | 13 shares | $2,047 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 4 shares | $2,046 |
| CONSOLIDATED WATER CO INC ORD | Stock | G23773107 | — | 73 shares | $2,045 |
| SAVERS VALUE VLG INC COM | Stock | 80517M109 | — | 222 shares | $2,045 |
| BORGWARNER INC COM | Stock | 099724106 | — | 34 shares | $2,044 |
| NAVITAS SEMICONDUCTOR CORP COM | Stock | 63942X106 | — | 176 shares | $2,043 |
| WEIS MKTS INC COM | Stock | 948849104 | — | 28 shares | $2,043 |
| NEWSMAX INC COM SHS CLASS B | Stock | 65250K105 | — | 189 shares | $2,043 |
| GRUPO CIBEST SA SPON ADS | ADR | 40090E106 | — | 22 shares | $2,043 |
| SENTINELONE INC CL A | Stock | 81730H109 | — | 86 shares | $2,043 |
| VALARIS LTD CL A | Stock | G9460G101 | — | 26 shares | $2,042 |
| ALEXANDRIA REAL ESTATE EQ INC COM | REIT | 015271109 | — | 43 shares | $2,041 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 32 shares | $2,041 |
| SCIENCE APPLICATIONS INTL CORP COM | Stock | 808625107 | — | 16 shares | $2,041 |
| VENTAS INC COM | REIT | 92276F100 | — | 24 shares | $2,040 |
| WSFS FINL CORP COM | Stock | 929328102 | — | 27 shares | $2,040 |
| PRAXIS PRECISION MEDICINES INC COM NEW | Stock | 74006W207 | — | 7 shares | $2,039 |
| PROGRESS SOFTWARE CORP COM | Stock | 743312100 | — | 51 shares | $2,038 |
| INGRAM MICRO HLDG CORP COM | Stock | 457152106 | — | 76 shares | $2,038 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 13 shares | $2,037 |
| HOWMET AEROSPACE INC COM | Stock | 443201108 | — | 9 shares | $2,036 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 10 shares | $2,036 |
| SSR MINING IN COM | Stock | 784730103 | — | 61 shares | $2,033 |
| MURPHY USA INC COM | Stock | 626755102 | — | 4 shares | $2,033 |
| EXPEDITORS INTL WASH INC COM | Stock | 302130109 | — | 11 shares | $2,031 |
| CAMDEN PPTY TR SH BEN INT | REIT | 133131102 | — | 21 shares | $2,031 |
| FIRST FINL BANKSHARES INC COM | Stock | 32020R109 | — | 64 shares | $2,031 |
| TENCENT MUSIC ENTMT GROUP SPON ADS | ADR | 88034P109 | — | 256 shares | $2,030 |
| BIO-TECHNE CORP COM | Stock | 09073M104 | — | 28 shares | $2,029 |
| NISOURCE INC COM | Stock | 65473P105 | — | 52 shares | $2,028 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 16 shares | $2,027 |
| LIVE OAK BANCSHARES INC COM | Stock | 53803X105 | — | 56 shares | $2,027 |
| HIMS & HERS HEALTH INC COM CL A | Stock | 433000106 | — | 68 shares | $2,026 |
| SOUTHERN COPPER CORP COM | Stock | 84265V105 | — | 10 shares | $2,026 |
| CLOROX CO DEL COM | Stock | 189054109 | — | 25 shares | $2,025 |
| SPOK HLDGS INC COM | Stock | 84863T106 | — | 193 shares | $2,025 |
| LANDSTAR SYS INC COM | Stock | 515098101 | — | 12 shares | $2,024 |
| WEX INC COM | Stock | 96208T104 | — | 12 shares | $2,024 |
| LANDSTAR SYS INC COM | Stock | 515098101 | — | 12 shares | $2,024 |
| WORTHINGTON ENTERPRISES INC COM | Stock | 981811102 | — | 34 shares | $2,024 |
| LAUREATE ED INC COMMON STOCK | Stock | 518613203 | — | 53 shares | $2,022 |
| TIC SOLUTIONS INC COM | Stock | 00510N102 | — | 243 shares | $2,022 |
| QUANTUMSCAPE CORP COM CL A | Stock | 74767V109 | — | 435 shares | $2,021 |
| YORK WTR CO COM | Stock | 987184108 | — | 66 shares | $2,021 |
| STANTEC INC COM | Stock | 85472N109 | — | 30 shares | $2,021 |
| CHEMED CORP NEW COM | Stock | 16359R103 | — | 4 shares | $2,020 |
| SALLY BEAUTY HLDGS INC COM | Stock | 79546E104 | — | 123 shares | $2,020 |