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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) |
|---|---|---|---|---|---|
| AMETEK INC COM | Stock | 031100100 | — | 7 shares | $1,734 |
| TUTOR PERINI CORP COM | Stock | 901109108 | — | 21 shares | $1,733 |
| AFFIRM HLDGS INC COM CL A | Stock | 00827B106 | — | 25 shares | $1,731 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 43 shares | $1,731 |
| REPLIGEN CORP COM | Stock | 759916109 | — | 9 shares | $1,730 |
| AMERICAN PUB ED INC COM | Stock | 02913V103 | — | 41 shares | $1,729 |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | ADR | 191241108 | — | 16 shares | $1,729 |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | ADR | 294821608 | — | 189 shares | $1,729 |
| MERCADOLIBRE INC COM | Stock | 58733R102 | — | 1 shares | $1,729 |
| MERCADOLIBRE INC COM | Stock | 58733R102 | — | 1 shares | $1,729 |
| MNTN INC CL A | Stock | 55318A108 | — | 170 shares | $1,729 |
| THOR INDS INC COM | Stock | 885160101 | — | 25 shares | $1,728 |
| VALARIS LTD CL A | Stock | G9460G101 | — | 22 shares | $1,727 |
| INSTALLED BLDG PRODS INC COM | Stock | 45780R101 | — | 9 shares | $1,727 |
| OGE ENERGY CORP COM | Stock | 670837103 | — | 38 shares | $1,726 |
| CURBLINE PPTYS CORP COM | REIT | 23128Q101 | — | 62 shares | $1,725 |
| HURON CONSULTING GROUP INC COM | Stock | 447462102 | — | 11 shares | $1,725 |
| SUPER MICRO COMPUTER INC COM NEW | Stock | 86800U302 | — | 42 shares | $1,725 |
| SYNAPTICS INC COM | Stock | 87157D109 | — | 17 shares | $1,724 |
| SYNAPTICS INC COM | Stock | 87157D109 | — | 17 shares | $1,724 |
| XENCOR INC COM | Stock | 98401F105 | — | 69 shares | $1,722 |
| ALUMIS INC COM | Stock | 022307102 | — | 233 shares | $1,722 |
| CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | Stock | 20603L102 | — | 50 shares | $1,721 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 13 shares | $1,720 |
| VIRTUS INVT PARTNERS INC COM | Stock | 92828Q109 | — | 13 shares | $1,720 |
| NEWS CORP NEW CL A | Stock | 65249B109 | — | 60 shares | $1,719 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 4 shares | $1,719 |
| NABORS INDUSTRIES LTD SHS | Stock | G6359F137 | — | 22 shares | $1,719 |
| BIGLARI HLDGS INC COM STK CL B | Stock | 08986R309 | — | 5 shares | $1,719 |
| ARCUTIS BIOTHERAPEUTICS INC COM | Stock | 03969K108 | — | 65 shares | $1,718 |
| NCR ATLEOS CORPORATION COM SHS | Stock | 63001N106 | — | 38 shares | $1,717 |
| ETSY INC COM | Stock | 29786A106 | — | 24 shares | $1,716 |
| UWM HOLDINGS CORPORATION COM CL A | Stock | 91823B109 | — | 1,454 shares | $1,716 |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | ADR | 824596100 | — | 22 shares | $1,715 |
| ORTHOPEDIATRICS CORP COM | Stock | 68752L100 | — | 77 shares | $1,715 |
| CNX RES CORP COM | Stock | 12653C108 | — | 55 shares | $1,714 |
| PITNEY BOWES INC COM | Stock | 724479100 | — | 105 shares | $1,714 |
| TRADEWEB MKTS INC CL A | Stock | 892672106 | — | 17 shares | $1,714 |
| HORIZON BANCORP IND COM | Stock | 440407104 | — | 91 shares | $1,714 |
| RLJ LODGING TR COM | REIT | 74965L101 | — | 155 shares | $1,713 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 37 shares | $1,713 |
| FIREFLY AEROSPACE INC COM | Stock | 31816X106 | — | 74 shares | $1,713 |
| MARKEL GROUP INC COM | Stock | 570535104 | — | 1 shares | $1,712 |
| MARKEL GROUP INC COM | Stock | 570535104 | — | 1 shares | $1,712 |
| MAZE THERAPEUTICS INC COM | Stock | 578784100 | — | 63 shares | $1,712 |
| HIGHWOODS PPTYS INC COM | REIT | 431284108 | — | 59 shares | $1,712 |
| MARKEL GROUP INC COM | Stock | 570535104 | — | 1 shares | $1,712 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 | — | 12 shares | $1,711 |
| PAYLOCITY HLDG CORP COM | Stock | 70438V106 | — | 12 shares | $1,711 |
| ENERGIZER HLDGS INC COM | Stock | 29272W109 | — | 80 shares | $1,711 |
| BUMBLE INC COM CL A | Stock | 12047B105 | — | 650 shares | $1,710 |
| CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | ADR | 204409601 | — | 814 shares | $1,709 |
| DUOLINGO INC CL A COM | Stock | 26603R106 | — | 12 shares | $1,709 |
| MASTEC INC COM | Stock | 576323109 | — | 8 shares | $1,709 |
| SIMPLY GOOD FOODS CO COM | Stock | 82900L102 | — | 180 shares | $1,708 |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 980228308 | — | 77 shares | $1,707 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 10 shares | $1,707 |
| PROTO LABS INC COM | Stock | 743713109 | — | 18 shares | $1,707 |
| CERIBELL INC COM | Stock | 15678C102 | — | 70 shares | $1,707 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 10 shares | $1,707 |
| REGAL REXNORD CORPORATION COM | Stock | 758750103 | — | 11 shares | $1,706 |
| ATI INC COM | Stock | 01741R102 | — | 9 shares | $1,705 |
| TELADOC HEALTH INC COM | Stock | 87918A105 | — | 294 shares | $1,705 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 5 shares | $1,704 |
| BRIGHTSPIRE CAPITAL INC COM CL A | REIT | 10949T109 | — | 445 shares | $1,704 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 48 shares | $1,704 |
| VNET GROUP INC SPONSORED ADS A | ADR | 90138A103 | — | 307 shares | $1,704 |
| OKLO INC COM CL A | Stock | 02156V109 | — | 46 shares | $1,703 |
| OPTIMIZERX CORP COM NEW | Stock | 68401U204 | — | 204 shares | $1,703 |
| EVENTIDE LARGE CAP GROWTH ETF | ETF | 86280R118 | — | 60 shares | $1,703 |
| GOLD COM INC COM | Stock | 00181T107 | — | 40 shares | $1,703 |
| ALASKA AIR GROUP INC COM | Stock | 011659109 | — | 44 shares | $1,703 |
| CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | ADR | 204409601 | — | 810 shares | $1,702 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 | — | 9 shares | $1,702 |
| NOMURA HLDGS INC SPONSORED ADR | ADR | 65535H208 | — | 174 shares | $1,702 |
| ENCORE CAP GROUP INC COM | Stock | 292554102 | — | 18 shares | $1,700 |
| FORUM ENERGY TECHNOLOGIES INC COM | Stock | 34984V209 | — | 21 shares | $1,700 |
| ICON PUB LTD CO SHS | Stock | G4705A100 | — | 10 shares | $1,700 |
| ALICO INC COM | Stock | 016230104 | — | 44 shares | $1,698 |
| RED RIVER BANCSHARES INC COM | Stock | 75686R202 | — | 17 shares | $1,698 |
| BELITE BIO INC SPONSORED ADS | ADR | 07782B104 | — | 10 shares | $1,698 |
| EQUITY BANCSHARES INC COM CL A | Stock | 29460X109 | — | 36 shares | $1,697 |
| SUZANO S A SPON ADS | ADR | 86959K105 | — | 198 shares | $1,697 |
| CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | — | 15 shares | $1,696 |
| INSULET CORP COM | Stock | 45784P101 | — | 13 shares | $1,696 |
| WESTROCK COFFEE CO COM | Stock | 96145W103 | — | 211 shares | $1,696 |
| HINGHAM INSTN SVGS MASS COM | Stock | 433323102 | — | 6 shares | $1,696 |
| GEN DIGITAL INC COM | Stock | 668771108 | — | 77 shares | $1,696 |
| HORACE MANN EDUCATORS CORP NEW COM | Stock | 440327104 | — | 38 shares | $1,695 |
| ROBLOX CORP CL A | Stock | 771049103 | — | 40 shares | $1,695 |
| TECHTARGET INC COM NEW | Stock | 87874R308 | — | 458 shares | $1,695 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 11 shares | $1,695 |
| UNIVERSAL DISPLAY CORP COM | Stock | 91347P105 | — | 22 shares | $1,695 |
| DROPBOX INC CL A | Stock | 26210C104 | — | 50 shares | $1,693 |
| FLEXSTEEL INDS INC COM | Stock | 339382103 | — | 20 shares | $1,693 |
| WASTE CONNECTIONS INC COM | Stock | 94106B101 | — | 11 shares | $1,693 |
| SOUTHSTATE BK CORP COM | Stock | 84472E102 | — | 17 shares | $1,693 |
| LANTHEUS HLDGS INC COM | Stock | 516544103 | — | 17 shares | $1,692 |
| EQUITABLE HLDGS INC COM | Stock | 29452E101 | — | 33 shares | $1,692 |
| NAVIGATOR HLDGS LTD SHS | Stock | Y62132108 | — | 73 shares | $1,692 |