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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) |
|---|---|---|---|---|---|
| TENET HEALTHCARE CORP COM NEW | Stock | 88033G407 | — | 7 shares | $1,789 |
| FLUTTER ENTMT PLC SHS | Stock | G3643J108 | — | 24 shares | $1,789 |
| CORTEVA INC COM | Stock | 22052L104 | — | 23 shares | $1,788 |
| MANHATTAN ASSOCIATES INC COM | Stock | 562750109 | — | 9 shares | $1,788 |
| PELOTON INTERACTIVE INC CL A COM | Stock | 70614W100 | — | 358 shares | $1,786 |
| FERMI INC COM | Stock | 314911108 | — | 424 shares | $1,785 |
| ANGLOGOLD ASHANTI PLC COM SHS | Stock | G0378L100 | — | 19 shares | $1,785 |
| GUARDANT HEALTH INC COM | Stock | 40131M109 | — | 10 shares | $1,784 |
| KFORCE INC COM | Stock | 493732101 | — | 34 shares | $1,784 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 | — | 4 shares | $1,784 |
| ADTRAN HOLDINGS INC COM | Stock | 00486H105 | — | 261 shares | $1,784 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 | — | 4 shares | $1,784 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 8 shares | $1,781 |
| F5 INC COM | Stock | 315616102 | — | 4 shares | $1,781 |
| ASTERA LABS INC COM | Stock | 04626A103 | — | 5 shares | $1,780 |
| CYTOKINETICS INC COM NEW | Stock | 23282W605 | — | 27 shares | $1,780 |
| ATMUS FILTRATION TECHNOLOGIES COM | Stock | 04956D107 | — | 41 shares | $1,780 |
| DESCARTES SYS GROUP INC COM | Stock | 249906108 | — | 22 shares | $1,779 |
| MSA SAFETY INC COM | Stock | 553498106 | — | 10 shares | $1,779 |
| DESCARTES SYS GROUP INC COM | Stock | 249906108 | — | 22 shares | $1,779 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 | — | 8 shares | $1,778 |
| FAIR ISAAC CORP COM | Stock | 303250104 | — | 3 shares | $1,777 |
| FAIR ISAAC CORP COM | Stock | 303250104 | — | 3 shares | $1,777 |
| REXFORD INDL RLTY INC COM | REIT | 76169C100 | — | 49 shares | $1,777 |
| LAS VEGAS SANDS CORP COM | Stock | 517834107 | — | 47 shares | $1,777 |
| RESTAURANT BRANDS INTL INC COM | Stock | 76131D103 | — | 25 shares | $1,777 |
| ELEMENTAL RTY CORP COM NEW | Stock | 28620K106 | — | 93 shares | $1,776 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 8 shares | $1,775 |
| RALPH LAUREN CORP CL A | Stock | 751212101 | — | 5 shares | $1,775 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 14 shares | $1,774 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 16 shares | $1,774 |
| SANOFI SA SPONSORED ADR | ADR | 80105N105 | — | 43 shares | $1,773 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 5 shares | $1,771 |
| FIRST CMNTY CORP S C COM | Stock | 319835104 | — | 55 shares | $1,769 |
| FIRST WESTN FINL INC COM | Stock | 33751L105 | — | 59 shares | $1,769 |
| CABOT CORP COM | Stock | 127055101 | — | 23 shares | $1,769 |
| ONDAS INC COM NEW | Stock | 68236H204 | — | 241 shares | $1,767 |
| FARMERS & MERCHANTS BANCORP IN COM | Stock | 30779N105 | — | 51 shares | $1,766 |
| BROWN & BROWN INC COM | Stock | 115236101 | — | 29 shares | $1,766 |
| FORD MTR CO COM | Stock | 345370860 | — | 146 shares | $1,764 |
| GEN DIGITAL INC COM | Stock | 668771108 | — | 80 shares | $1,762 |
| CLEVELAND-CLIFFS INC NEW COM | Stock | 185899101 | — | 160 shares | $1,762 |
| VORNADO RLTY TR SH BEN INT | REIT | 929042109 | — | 52 shares | $1,762 |
| COEUR MNG INC COM NEW | Stock | 192108504 | — | 100 shares | $1,760 |
| GENUINE PARTS CO COM | Stock | 372460105 | — | 14 shares | $1,760 |
| XPO INC COM | Stock | 983793100 | — | 10 shares | $1,760 |
| BANCO DE CHILE SPONSORED ADS | ADR | 059520106 | — | 44 shares | $1,760 |
| XPO INC COM | Stock | 983793100 | — | 10 shares | $1,760 |
| CROCS INC COM | Stock | 227046109 | — | 15 shares | $1,760 |
| ANAPTYSBIO INC COM | Stock | 032724106 | — | 35 shares | $1,759 |
| WESBANCO INC COM | Stock | 950810101 | — | 47 shares | $1,759 |
| URBAN EDGE PPTYS COM | REIT | 91704F104 | — | 90 shares | $1,758 |
| PROCORE TECHNOLOGIES INC COM | Stock | 74275K108 | — | 34 shares | $1,758 |
| ARCHROCK INC COM | Stock | 03957W106 | — | 58 shares | $1,757 |
| ESSENTIAL PPTYS RLTY TR INC COM | REIT | 29670E107 | — | 68 shares | $1,755 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 9 shares | $1,753 |
| CARTERS INC COM | Stock | 146229109 | — | 56 shares | $1,753 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 9 shares | $1,753 |
| BLACK HILLS CORP COM | Stock | 092113109 | — | 25 shares | $1,752 |
| FIRST SOLAR INC COM | Stock | 336433107 | — | 10 shares | $1,752 |
| THOMSON REUTERS CORP COM | Stock | 884903881 | — | 18 shares | $1,752 |
| US FOODS HLDG CORP COM | Stock | 912008109 | — | 19 shares | $1,752 |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | Stock | G11448100 | — | 167 shares | $1,752 |
| ADVANCE AUTO PARTS INC COM | Stock | 00751Y106 | — | 45 shares | $1,751 |
| DRAGANFLY INC. COM | Stock | 26142Q304 | — | 288 shares | $1,751 |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | Stock | 530909308 | — | 18 shares | $1,751 |
| LITHIA MTRS INC COM | Stock | 536797103 | — | 6 shares | $1,751 |
| MOLSON COORS BEVERAGE CO CL B | Stock | 60871R209 | — | 48 shares | $1,751 |
| KEMPER CORP COM | Stock | 488401100 | — | 70 shares | $1,750 |
| BIRKENSTOCK HOLDING PLC COM SHS | Stock | M2029K104 | — | 54 shares | $1,750 |
| ORUKA THERAPEUTICS INC COM | Stock | 687604108 | — | 21 shares | $1,749 |
| PTC THERAPEUTICS INC COM | Stock | 69366J200 | — | 27 shares | $1,749 |
| GDS HLDGS LTD SPONSORED ADS | ADR | 36165L108 | — | 56 shares | $1,749 |
| SUNSTONE HOTEL INVS INC NEW COM | REIT | 867892101 | — | 156 shares | $1,749 |
| AURINIA PHARMACEUTICALS INC COM | Stock | 05156V102 | — | 108 shares | $1,749 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 5 shares | $1,747 |
| AZZ INC COM | Stock | 002474104 | — | 13 shares | $1,747 |
| EDGEWISE THERAPEUTICS INC COM | Stock | 28036F105 | — | 43 shares | $1,746 |
| DRDGOLD LIMITED SPON ADR REPSTG | ADR | 26152H301 | — | 72 shares | $1,746 |
| SILVER BOW MNG CORP COMMON SHARES | Stock | 827427105 | — | 199 shares | $1,745 |
| PHARVARIS N V COM | Stock | N69605108 | — | 55 shares | $1,745 |
| OCTAVE SPECIALTY GROUP INC COM NEW | Stock | 023139884 | — | 421 shares | $1,743 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 03990B101 | — | 15 shares | $1,743 |
| CHORD ENERGY CORPORATION COM NEW | Stock | 674215207 | — | 13 shares | $1,743 |
| VNET GROUP INC SPONSORED ADS A | ADR | 90138A103 | — | 314 shares | $1,743 |
| TSS INC DEL COM | Stock | 87288V101 | — | 179 shares | $1,742 |
| CECO ENVIRONMENTAL CORP COM | Stock | 125141101 | — | 25 shares | $1,741 |
| ELEMENT SOLUTIONS INC COM | Stock | 28618M106 | — | 48 shares | $1,741 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 | — | 4 shares | $1,741 |
| BENCHMARK ELECTRS INC COM | Stock | 08160H101 | — | 21 shares | $1,741 |
| STEWART INFORMATION SVCS CORP COM | Stock | 860372101 | — | 35 shares | $1,740 |
| SYNOPSYS INC COM | Stock | 871607107 | — | 4 shares | $1,740 |
| RYAN SPECIALTY HOLDINGS INC CL A | Stock | 78351F107 | — | 47 shares | $1,739 |
| ARM HOLDINGS PLC SPONSORED ADS | ADR | 042068205 | — | 6 shares | $1,738 |
| BAIDU INC SPON ADR REP A | ADR | 056752108 | — | 20 shares | $1,737 |
| TRIMAS CORP COM NEW | Stock | 896215209 | — | 45 shares | $1,737 |
| QUANEX BLDG PRODS CORP COM | Stock | 747619104 | — | 92 shares | $1,736 |
| AMETEK INC COM | Stock | 031100100 | — | 7 shares | $1,735 |
| MARCUS & MILLICHAP INC COM | Stock | 566324109 | — | 61 shares | $1,735 |
| DIME COML BANCSHARES INC COM | Stock | 25432X102 | — | 44 shares | $1,734 |