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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) |
|---|---|---|---|---|---|
| GRACO INC COM | Stock | 384109104 | — | 15 shares | $1,153 |
| INVESCO KBW BANK ETF | ETF | 46138E628 | — | 13 shares | $1,153 |
| CAE INC COM | Stock | 124765108 | — | 48 shares | $1,152 |
| BW LPG LTD COM | Stock | Y10230103 | — | 46 shares | $1,152 |
| GILDAN ACTIVEWEAR INC COM | Stock | 375916103 | — | 27 shares | $1,151 |
| ORGANON & CO COMMON STOCK | Stock | 68622V106 | — | 84 shares | $1,151 |
| FORTIVE CORP COM | Stock | 34959J108 | — | 21 shares | $1,151 |
| ARRIVENT BIOPHARMA INC COM | Stock | 04272N102 | — | 38 shares | $1,151 |
| CENOVUS ENERGY INC COM | Stock | 15135U109 | — | 37 shares | $1,150 |
| WABTEC COM | Stock | 929740108 | — | 4 shares | $1,149 |
| X-ENERGY INC COM CL A | Stock | 98386P102 | — | 81 shares | $1,149 |
| PPG INDS INC COM | Stock | 693506107 | — | 11 shares | $1,148 |
| TELADOC HEALTH INC COM | Stock | 87918A105 | — | 198 shares | $1,148 |
| SCIENCE APPLICATIONS INTL CORP COM | Stock | 808625107 | — | 9 shares | $1,148 |
| JABIL INC COM | Stock | 466313103 | — | 4 shares | $1,147 |
| JABIL INC COM | Stock | 466313103 | — | 4 shares | $1,147 |
| DNOW INC COM | Stock | 67011P100 | — | 74 shares | $1,147 |
| BEST BUY INC COM | Stock | 086516101 | — | 13 shares | $1,147 |
| TEMPUS AI INC CL A | Stock | 88023B103 | — | 14 shares | $1,147 |
| GODADDY INC CL A | Stock | 380237107 | — | 12 shares | $1,146 |
| ASTRONICS CORP COM | Stock | 046433108 | — | 17 shares | $1,146 |
| iShares Silver Trust ETF | ETF | 46428Q109 | — | 21 shares | $1,145 |
| PEOPLES FINL SVCS CORP COM | Stock | 711040105 | — | 17 shares | $1,145 |
| ALPINE INCOME PPTY TR INC COM | REIT | 02083X103 | — | 66 shares | $1,145 |
| RUBRIK INC. CL A | Stock | 781154109 | — | 10 shares | $1,145 |
| MOOG INC CL A | Stock | 615394202 | — | 3 shares | $1,144 |
| PURSUIT ATTRACTIONS AND HOSPIT COM | Stock | 92552R406 | — | 23 shares | $1,144 |
| OCULAR THERAPEUTIX INC COM | Stock | 67576A100 | — | 149 shares | $1,143 |
| USANA HEALTH SCIENCES INC COM | Stock | 90328M107 | — | 79 shares | $1,143 |
| SERVICE CORP INTL COM | Stock | 817565104 | — | 15 shares | $1,142 |
| SILVERCORP METALS INC COM | Stock | 82835P103 | — | 107 shares | $1,142 |
| NEXTDOOR HOLDINGS INC COM CL A | Stock | 65345M108 | — | 470 shares | $1,142 |
| MISSION PRODUCE INC COM | Stock | 60510V108 | — | 87 shares | $1,141 |
| FEDEX CORP COM | Stock | 31428X106 | — | 4 shares | $1,140 |
| MORNINGSTAR INC COM | Stock | 617700109 | — | 6 shares | $1,140 |
| SIRIUSPOINT LTD COM | Stock | G8192H106 | — | 47 shares | $1,140 |
| SMARTFINANCIAL INC COM NEW | Stock | 83190L208 | — | 23 shares | $1,140 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 9 shares | $1,140 |
| ADAPTHEALTH CORP COMMON STOCK | Stock | 00653Q102 | — | 202 shares | $1,139 |
| VAXCYTE INC COM | Stock | 92243G108 | — | 20 shares | $1,138 |
| ATKORE INC COM | Stock | 047649108 | — | 12 shares | $1,137 |
| FB FINL CORP COM | Stock | 30257X104 | — | 22 shares | $1,137 |
| ATI INC COM | Stock | 01741R102 | — | 6 shares | $1,136 |
| ORRSTOWN FINL SVCS INC COM | Stock | 687380105 | — | 28 shares | $1,136 |
| SKYDANCE CORP COM CL B | Stock | 69932A204 | — | 110 shares | $1,136 |
| GRAHAM HLDGS CO COM CL B | Stock | 384637104 | — | 1 shares | $1,135 |
| PAYONEER GLOBAL INC COM | Stock | 70451X104 | — | 159 shares | $1,135 |
| PILGRIMS PRIDE CORP COM | Stock | 72147K108 | — | 42 shares | $1,134 |
| CUSHMAN AND WAKEFIELD LTD COMMON SHARES | Stock | G2717C106 | — | 96 shares | $1,134 |
| BANCO SANTANDER CHILE NEW SP ADR REP COM | ADR | 05965X109 | — | 34 shares | $1,134 |
| ETON PHARMACEUTICALS INC COM | Stock | 29772L108 | — | 22 shares | $1,133 |
| OLD NATL BANCORP IND COM | Stock | 680033107 | — | 46 shares | $1,133 |
| AXOGEN INC COM | Stock | 05463X106 | — | 27 shares | $1,132 |
| INHIBIKASE THERAPEUTICS INC COM NEW | Stock | 45719W205 | — | 551 shares | $1,132 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | 74743L100 | — | 9 shares | $1,132 |
| GLOBAL INDUSTRIAL COMPANY COM | Stock | 37892E102 | — | 27 shares | $1,132 |
| CATHAY GEN BANCORP COM | Stock | 149150104 | — | 19 shares | $1,131 |
| ASANA INC CL A | Stock | 04342Y104 | — | 134 shares | $1,130 |
| HINGHAM INSTN SVGS MASS COM | Stock | 433323102 | — | 4 shares | $1,130 |
| FEDERAL SIGNAL CORP COM | Stock | 313855108 | — | 10 shares | $1,130 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 30 shares | $1,129 |
| NLIGHT INC COM | Stock | 65487K100 | — | 29 shares | $1,129 |
| ACADIA PHARMACEUTICALS INC COM | Stock | 004225108 | — | 56 shares | $1,128 |
| GERDAU SA SPON ADR REP PFD | ADR | 373737105 | — | 239 shares | $1,128 |
| AMERICAN HEALTHCARE REIT INC COM SHS | REIT | 398182303 | — | 22 shares | $1,128 |
| RENASANT CORP COM | Stock | 75970E107 | — | 29 shares | $1,128 |
| AMERICAN HEALTHCARE REIT INC COM SHS | REIT | 398182303 | — | 22 shares | $1,128 |
| BLACKSTONE SECD LENDING FD COMMON STOCK | CEF | 09261X102 | — | 47 shares | $1,127 |
| TOOTSIE ROLL INDS INC COM | Stock | 890516107 | — | 30 shares | $1,127 |
| DELUXE CORP MEDIUM TERM NTS COM | Stock | 248019101 | — | 49 shares | $1,126 |
| LUMEN TECHNOLOGIES INC COM | Stock | 550241103 | — | 201 shares | $1,126 |
| SL GREEN RLTY CORP COM | REIT | 78440X887 | — | 23 shares | $1,125 |
| MOHAWK INDS INC COM | Stock | 608190104 | — | 9 shares | $1,122 |
| VANGUARD RUSSELL 2000 ETF | ETF | 92206C664 | — | 10 shares | $1,122 |
| SOLID BIOSCIENCES INC COM NEW | Stock | 83422E204 | — | 155 shares | $1,121 |
| BIOHAVEN LTD COM | Stock | G1110E107 | — | 84 shares | $1,121 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 | — | 3 shares | $1,120 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 | — | 3 shares | $1,120 |
| MARAVAI LIFESCIENCES HLDGS INC COM CL A | Stock | 56600D107 | — | 146 shares | $1,118 |
| ST JOE CO COM | Stock | 790148100 | — | 17 shares | $1,118 |
| FEDERATED HERMES ENHANCED INCOME ETF | ETF | 31423L883 | — | 21 shares | $1,117 |
| NEWS CORP NEW CL A | Stock | 65249B109 | — | 39 shares | $1,117 |
| INVENTRUST PPTYS CORP COM NEW | REIT | 46124J201 | — | 37 shares | $1,116 |
| PORTLAND GEN ELEC CO COM NEW | Stock | 736508847 | — | 25 shares | $1,116 |
| MIRION TECHNOLOGIES INC COM CL A | Stock | 60471A101 | — | 79 shares | $1,115 |
| IDEAYA BIOSCIENCES INC COM | Stock | 45166A102 | — | 29 shares | $1,114 |
| KINGSOFT CLOUD HLDGS LTD ADS | ADR | 49639K101 | — | 122 shares | $1,113 |
| ICHOR HOLDINGS SHS | Stock | G4740B105 | — | 18 shares | $1,113 |
| NEW JERSEY RES CORP COM | Stock | 646025106 | — | 22 shares | $1,113 |
| BADGER METER INC COM | Stock | 056525108 | — | 9 shares | $1,112 |
| PFIZER INC COM | Stock | 717081103 | — | 39 shares | $1,112 |
| BOISE CASCADE CO DEL COM | Stock | 09739D100 | — | 15 shares | $1,112 |
| CNO FINL GROUP INC COM | Stock | 12621E103 | — | 21 shares | $1,111 |
| CARLYLE GROUP INC COM | Stock | 14316J108 | — | 28 shares | $1,110 |
| CHARTER COMMUNICATIONS INC CL A | Stock | 16119P108 | — | 10 shares | $1,109 |
| NEW ERA ENERGY & DIGITAL INC COM | Stock | 64428N109 | — | 165 shares | $1,109 |
| DIREXION DAILY TSLA BULL 2X ETF | ETF | 25460G286 | — | 123 shares | $1,108 |
| DAUCH CORP COM | Stock | 024061103 | — | 212 shares | $1,107 |
| RIGEL PHARMACEUTICALS INC COM | Stock | 766559702 | — | 23 shares | $1,107 |
| ARDAGH METAL PACKAGING S A SHS | Stock | L02235106 | — | 255 shares | $1,107 |