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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) |
|---|---|---|---|---|---|
| CHEMED CORP NEW COM | Stock | 16359R103 | — | 4 shares | $2,020 |
| CORTEVA INC COM | Stock | 22052L104 | — | 26 shares | $2,019 |
| ACADIAN ASSET MANAGEMENT INC COM | Stock | 10948W103 | — | 22 shares | $2,018 |
| TRADEWEB MKTS INC CL A | Stock | 892672106 | — | 20 shares | $2,017 |
| HAWKINS INC COM | Stock | 420261109 | — | 16 shares | $2,016 |
| REZOLUTE INC COM NEW | Stock | 76200L309 | — | 487 shares | $2,016 |
| ADMA BIOLOGICS INC COM | Stock | 000899104 | — | 201 shares | $2,016 |
| RIOT PLATFORMS INC COM | Stock | 767292105 | — | 100 shares | $2,015 |
| ALARM COM HLDGS INC COM | Stock | 011642105 | — | 37 shares | $2,015 |
| DEERE & CO COM | Stock | 244199105 | — | 3 shares | $2,015 |
| DOCUSIGN INC COM | Stock | 256163106 | — | 30 shares | $2,015 |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | Stock | G52694109 | — | 27 shares | $2,014 |
| SLM CORP COM | Stock | 78442P106 | — | 89 shares | $2,014 |
| EVOLV TECHNOLOGIES HLDNGS INC COM CL A | Stock | 30049H102 | — | 433 shares | $2,013 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 169656105 | — | 63 shares | $2,013 |
| CORVEL CORP COM | Stock | 221006109 | — | 27 shares | $2,013 |
| EURONET WORLDWIDE INC COM | Stock | 298736109 | — | 32 shares | $2,012 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 7 shares | $2,012 |
| ONE GAS INC COM | Stock | 68235P108 | — | 28 shares | $2,012 |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | ETF | 97717W851 | — | 11 shares | $2,011 |
| LATTICE SEMICONDUCTOR CORP COM | Stock | 518415104 | — | 16 shares | $2,010 |
| WABTEC COM | Stock | 929740108 | — | 7 shares | $2,010 |
| LATTICE SEMICONDUCTOR CORP COM | Stock | 518415104 | — | 16 shares | $2,010 |
| SCORPIO TANKERS INC SHS | Stock | Y7542C130 | — | 24 shares | $2,009 |
| COLUMBIA SPORTSWEAR CO COM | Stock | 198516106 | — | 35 shares | $2,009 |
| JOHNSON OUTDOORS INC CL A | Stock | 479167108 | — | 46 shares | $2,008 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 7 shares | $2,008 |
| AFFIRM HLDGS INC COM CL A | Stock | 00827B106 | — | 29 shares | $2,008 |
| LEAR CORP COM NEW | Stock | 521865204 | — | 17 shares | $2,007 |
| GODADDY INC CL A | Stock | 380237107 | — | 21 shares | $2,006 |
| SELECTIVE INS GROUP INC COM | Stock | 816300107 | — | 24 shares | $2,006 |
| WHITE MTNS INS GROUP LTD COM | Stock | G9618E107 | — | 1 shares | $2,006 |
| WHITE MTNS INS GROUP LTD COM | Stock | G9618E107 | — | 1 shares | $2,006 |
| DANAOS CORPORATION SHS | Stock | Y1968P121 | — | 13 shares | $2,006 |
| WHITE MTNS INS GROUP LTD COM | Stock | G9618E107 | — | 1 shares | $2,006 |
| DUTCH BROS INC CL A | Stock | 26701L100 | — | 52 shares | $2,005 |
| WERNER ENTERPRISES INC COM | Stock | 950755108 | — | 59 shares | $2,005 |
| BRADY CORP CL A | Stock | 104674106 | — | 24 shares | $2,004 |
| BAYCOM CORP COM | Stock | 07272M107 | — | 66 shares | $2,002 |
| MID-AMER APT CMNTYS INC COM | REIT | 59522J103 | — | 17 shares | $2,002 |
| STONERIDGE INC COM | Stock | 86183P102 | — | 301 shares | $2,002 |
| AEGON LTD AMER REG 1 CERT | ADR | 0076CA104 | — | 232 shares | $2,002 |
| SAIA INC COM | Stock | 78709Y105 | — | 6 shares | $2,002 |
| BANCO DE CHILE SPONSORED ADS | ADR | 059520106 | — | 50 shares | $2,001 |
| JPMORGAN U.S. MOMENTUM FACTOR ETF | ETF | 46641Q779 | — | 24 shares | $2,000 |
| PLURI INC COM NEW | Stock | 72942G203 | — | 2,000 shares | $2,000 |
| PROGRESS SOFTWARE CORP COM | Stock | 743312100 | — | 50 shares | $1,999 |
| SSR MINING IN COM | Stock | 784730103 | — | 60 shares | $1,999 |
| ESSENTIAL UTILS INC COM | Stock | 29670G102 | — | 51 shares | $1,999 |
| PJT PARTNERS INC COM CL A | Stock | 69343T107 | — | 14 shares | $1,998 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 7 shares | $1,998 |
| EVERUS CONSTR GROUP COM | Stock | 300426103 | — | 17 shares | $1,998 |
| GOLAR LNG LTD SHS | Stock | G9456A100 | — | 42 shares | $1,996 |
| FORTREA HLDGS INC COMMON STOCK | Stock | 34965K107 | — | 100 shares | $1,995 |
| INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY | ETF | 45783Y582 | — | 80 shares | $1,995 |
| BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | Stock | 11276H106 | — | 56 shares | $1,994 |
| DUOLINGO INC CL A COM | Stock | 26603R106 | — | 14 shares | $1,994 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 9 shares | $1,994 |
| WESTLAKE CORPORATION COM | Stock | 960413102 | — | 32 shares | $1,994 |
| SYLVAMO CORP COMMON STOCK | Stock | 871332102 | — | 61 shares | $1,993 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 6 shares | $1,991 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 7 shares | $1,991 |
| STRATEGY INC CL A NEW | Stock | 594972408 | — | 13 shares | $1,990 |
| PROSHARES ULTRAPRO QQQ | ETF | 74347X831 | — | 26 shares | $1,990 |
| SHIFT4 PMTS INC CL A | Stock | 82452J109 | — | 55 shares | $1,989 |
| BURKE HERBERT FINL SVCS CORP COM | Stock | 12135Y108 | — | 29 shares | $1,989 |
| ALVOTECH ORDINARY SHARES | Stock | L01800108 | — | 343 shares | $1,989 |
| LIBERTY LIVE HOLDINGS INC COM SER A | Stock | 530909100 | — | 21 shares | $1,987 |
| CRH PLC ORD | Stock | G25508105 | — | 24 shares | $1,987 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 5 shares | $1,987 |
| ITRON INC COM | Stock | 465741106 | — | 23 shares | $1,986 |
| Q32 BIO INC COM | Stock | 746964105 | — | 240 shares | $1,985 |
| REVOLVE GROUP INC CL A | Stock | 76156B107 | — | 93 shares | $1,984 |
| THE TRADE DESK INC COM CL A | Stock | 88339J105 | — | 163 shares | $1,984 |
| SEABRIDGE GOLD INC COM | Stock | 811927102 | — | 70 shares | $1,984 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 874060205 | — | 109 shares | $1,983 |
| MERIT MED SYS INC COM | Stock | 589889104 | — | 23 shares | $1,983 |
| WEIBO CORP SPONSORED ADR | ADR | 948596101 | — | 307 shares | $1,983 |
| VULCAN MATLS CO COM | Stock | 929160109 | — | 8 shares | $1,982 |
| CHIRON REAL ESTATE INC COM NEW | REIT | 37954A303 | — | 57 shares | $1,981 |
| COCA COLA CO COM | Stock | 191216100 | — | 23 shares | $1,980 |
| PIPER SANDLER COMPANIES COM NEW | Stock | 724078209 | — | 30 shares | $1,979 |
| MFA FINL INC COM | REIT | 55272X607 | — | 252 shares | $1,978 |
| COPA HOLDINGS SA CL A | Stock | P31076105 | — | 15 shares | $1,978 |
| VITAL FARMS INC COM | Stock | 92847W103 | — | 213 shares | $1,977 |
| WAYSTAR HLDG CORP COM | Stock | 946784105 | — | 78 shares | $1,977 |
| NATIONAL HEALTHCARE CORP COM | Stock | 635906100 | — | 9 shares | $1,976 |
| SUNOCOCORP LLC COM SHS LLC | Stock | 86765Q106 | — | 27 shares | $1,975 |
| TANDEM DIABETES CARE INC COM NEW | Stock | 875372203 | — | 121 shares | $1,974 |
| CAMDEN PPTY TR SH BEN INT | REIT | 133131102 | — | 20 shares | $1,973 |
| GENWORTH FINL INC COM SHS | Stock | 37247D106 | — | 220 shares | $1,973 |
| INDIVIOR PHARMACEUTICALS INC COM | Stock | 45579U109 | — | 55 shares | $1,972 |
| NATIONAL FUEL GAS CO COM | Stock | 636180101 | — | 26 shares | $1,972 |
| H2O AMERICA COM | Stock | 784305104 | — | 32 shares | $1,972 |
| NATIONAL FUEL GAS CO COM | Stock | 636180101 | — | 26 shares | $1,972 |
| VENTURE GLOBAL INC COM CL A | Stock | 92333F101 | — | 156 shares | $1,972 |
| FRONTIER GROUP HLDGS INC COM | Stock | 35909R108 | — | 330 shares | $1,970 |
| IRIDIUM COMMUNICATIONS INC COM | Stock | 46269C102 | — | 41 shares | $1,970 |
| TABOOLA.COM LTD ORD SHS | Stock | M8744T106 | — | 586 shares | $1,969 |
| KIRBY CORP COM | Stock | 497266106 | — | 15 shares | $1,969 |