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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) |
|---|---|---|---|---|---|
| FUTU HLDGS LTD SPON ADS CL A | ADR | 36118L106 | — | 10 shares | $1,106 |
| NASDAQ INC COM | Stock | 631103108 | — | 12 shares | $1,106 |
| SAMSARA INC COM CL A | Stock | 79589L106 | — | 29 shares | $1,106 |
| FMC CORP COM NEW | Stock | 302491303 | — | 124 shares | $1,106 |
| RLI CORP COM | Stock | 749607107 | — | 20 shares | $1,106 |
| COUSINS PPTYS INC COM NEW | REIT | 222795502 | — | 40 shares | $1,106 |
| SKYDANCE CORP COM CL B | Stock | 69932A204 | — | 107 shares | $1,105 |
| AMERICOLD REALTY TRUST INC COM | REIT | 03064D108 | — | 79 shares | $1,104 |
| BAXTER INTL INC COM | Stock | 071813109 | — | 46 shares | $1,104 |
| TENARIS S A SPONSORED ADS | ADR | 88031M109 | — | 20 shares | $1,104 |
| BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | Stock | 11276H106 | — | 31 shares | $1,104 |
| AVITA MEDICAL INC COM | Stock | 05380C102 | — | 94 shares | $1,103 |
| TPG INC COM CL A | Stock | 872657101 | — | 25 shares | $1,103 |
| AUTONATION INC COM | Stock | 05329W102 | — | 7 shares | $1,102 |
| ALCON AG ORD SHS | Stock | H01301128 | — | 17 shares | $1,101 |
| EVERSOURCE ENERGY COM | Stock | 30040W108 | — | 17 shares | $1,100 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 5 shares | $1,100 |
| CALUMET INC COM | Stock | 131428104 | — | 21 shares | $1,100 |
| MONDELEZ INTL INC CL A | Stock | 609207105 | — | 19 shares | $1,099 |
| STONEX GROUP INC COM | Stock | 861896108 | — | 17 shares | $1,099 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 6 shares | $1,099 |
| BEONE MEDICINES LTD SPONSORED ADS | ADR | 07725L102 | — | 3 shares | $1,098 |
| MATSON INC COM | Stock | 57686G105 | — | 5 shares | $1,098 |
| NET LEASE OFFICE PROPERTIES COM | REIT | 64110Y108 | — | 111 shares | $1,098 |
| ORACLE CORP COM | Stock | 68389X105 | — | 8 shares | $1,098 |
| J JILL INC COM | Stock | 46620W201 | — | 45 shares | $1,097 |
| TERRENO RLTY CORP COM | REIT | 88146M101 | — | 17 shares | $1,097 |
| VAIL RESORTS INC COM | Stock | 91879Q109 | — | 8 shares | $1,097 |
| GLADSTONE LD CORP COM | REIT | 376549101 | — | 116 shares | $1,097 |
| ERIE INDTY CO CL A | Stock | 29530P102 | — | 5 shares | $1,096 |
| HANOVER BANCORP INC COM | Stock | 410709109 | — | 44 shares | $1,096 |
| PINTEREST INC CL A | Stock | 72352L106 | — | 58 shares | $1,096 |
| VIRGINIA NATL BK CHRLOTSVLE VA COM | Stock | 928031103 | — | 23 shares | $1,096 |
| COMMERCE BANCSHARES INC COM | Stock | 200525103 | — | 20 shares | $1,095 |
| FIRST AMERN FINL CORP COM | Stock | 31847R102 | — | 18 shares | $1,093 |
| RBB BANCORP COM | Stock | 74930B105 | — | 42 shares | $1,093 |
| APPLIED OPTOELECTRONICS INC COM | Stock | 03823U102 | — | 11 shares | $1,092 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 49338L103 | — | 3 shares | $1,092 |
| STANDEX INTL CORP COM | Stock | 854231107 | — | 4 shares | $1,092 |
| ULTA BEAUTY INC COM | Stock | 90384S303 | — | 2 shares | $1,092 |
| NEWMARK GROUP INC CL A | Stock | 65158N102 | — | 89 shares | $1,091 |
| DRDGOLD LIMITED SPON ADR REPSTG | ADR | 26152H301 | — | 45 shares | $1,091 |
| NURIX THERAPEUTICS INC COM | Stock | 67080M103 | — | 46 shares | $1,091 |
| APTARGROUP INC COM | Stock | 038336103 | — | 9 shares | $1,090 |
| ARCHROCK INC COM | Stock | 03957W106 | — | 36 shares | $1,090 |
| BRIDGEWATER BANCSHARES INC COM | Stock | 108621103 | — | 54 shares | $1,089 |
| TREX INC COM | Stock | 89531P105 | — | 25 shares | $1,089 |
| STRIVE INC CL A COM | Stock | 862945300 | — | 37 shares | $1,088 |
| CURTISS WRIGHT CORP COM | Stock | 231561101 | — | 2 shares | $1,088 |
| EMERSON ELEC CO COM | Stock | 291011104 | — | 7 shares | $1,086 |
| PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | ETF | 72201R783 | — | 12 shares | $1,086 |
| SONIC AUTOMOTIVE INC CL A | Stock | 83545G102 | — | 18 shares | $1,086 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 107 shares | $1,085 |
| MATCH GROUP INC NEW COM | Stock | 57667L107 | — | 27 shares | $1,084 |
| MESOBLAST LTD SPONS ADR | ADR | 590717401 | — | 74 shares | $1,084 |
| CLEARWAY ENERGY INC CL C | Stock | 18539C204 | — | 37 shares | $1,083 |
| ELEDON PHARMACEUTICALS INC COM | Stock | 28617K101 | — | 428 shares | $1,083 |
| PERDOCEO ED CORP COM | Stock | 71363P106 | — | 35 shares | $1,083 |
| BIONTECH SE SPONSORED ADS | ADR | 09075V102 | — | 11 shares | $1,081 |
| MINERALYS THERAPEUTICS INC COM | Stock | 603170101 | — | 43 shares | $1,081 |
| VAXCYTE INC COM | Stock | 92243G108 | — | 19 shares | $1,081 |
| NEWSMAX INC COM SHS CLASS B | Stock | 65250K105 | — | 100 shares | $1,081 |
| BIOMARIN PHARMACEUTICAL INC COM | Stock | 09061G101 | — | 18 shares | $1,080 |
| GLACIER BANCORP INC NEW COM | Stock | 37637Q105 | — | 25 shares | $1,080 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 3 shares | $1,080 |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 980228308 | — | 49 shares | $1,080 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 10 shares | $1,080 |
| MATERION CORP COM | Stock | 576690101 | — | 4 shares | $1,079 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 3 shares | $1,079 |
| MERCURY SYS INC COM | Stock | 589378108 | — | 13 shares | $1,079 |
| MATERION CORP COM | Stock | 576690101 | — | 4 shares | $1,078 |
| NU SKIN ENTERPRISES INC CL A | Stock | 67018T105 | — | 238 shares | $1,078 |
| SMITH & NEPHEW PLC SPDN ADR NEW | ADR | 83175M205 | — | 40 shares | $1,078 |
| WARNER MUSIC GROUP CORP COM CL A | Stock | 934550203 | — | 39 shares | $1,077 |
| MERCHANTS BANCORP IND COM | Stock | 58844R108 | — | 22 shares | $1,077 |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | REIT | 09257W100 | — | 94 shares | $1,076 |
| SPHERE ENTERTAINMENT CO CL A | Stock | 55826T102 | — | 8 shares | $1,076 |
| VIKING THERAPEUTICS INC COM | Stock | 92686J106 | — | 33 shares | $1,076 |
| SPHERE ENTERTAINMENT CO CL A | Stock | 55826T102 | — | 8 shares | $1,076 |
| GLOBANT S A COM | Stock | L44385109 | — | 31 shares | $1,076 |
| INDIVIOR PHARMACEUTICALS INC COM | Stock | 45579U109 | — | 30 shares | $1,076 |
| HA SUSTAINABLE INFRA CAP INC COM | REIT | 41068X100 | — | 30 shares | $1,075 |
| TRICO BANCSHARES COM | Stock | 896095106 | — | 21 shares | $1,075 |
| BECTON DICKINSON & CO COM | Stock | 075887109 | — | 6 shares | $1,074 |
| MADDEN STEVEN LTD COM | Stock | 556269108 | — | 24 shares | $1,074 |
| BROWN FORMAN CORP CL B | Stock | 115637209 | — | 41 shares | $1,074 |
| TUTOR PERINI CORP COM | Stock | 901109108 | — | 13 shares | $1,073 |
| TUTOR PERINI CORP COM | Stock | 901109108 | — | 13 shares | $1,073 |
| SANOFI SA SPONSORED ADR | ADR | 80105N105 | — | 26 shares | $1,072 |
| YORK WTR CO COM | Stock | 987184108 | — | 35 shares | $1,072 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 464287440 | — | 12 shares | $1,072 |
| CATHAY GEN BANCORP COM | Stock | 149150104 | — | 18 shares | $1,071 |
| GENIE ENERGY LTD CL B | Stock | 372284208 | — | 67 shares | $1,071 |
| HYSTER-YALE INC CL A | Stock | 449172105 | — | 34 shares | $1,070 |
| SEMTECH CORP COM | Stock | 816850101 | — | 6 shares | $1,070 |
| USCB FINANCIAL HOLDINGS INC CLASS A COM | Stock | 90355N101 | — | 49 shares | $1,070 |
| ARHAUS INC COM CL A | Stock | 04035M102 | — | 113 shares | $1,070 |
| BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | ADR | 05967A107 | — | 192 shares | $1,069 |
| KB HOME COM | Stock | 48666K109 | — | 23 shares | $1,069 |
| ACADIA RLTY TR COM SH BEN INT | REIT | 004239109 | — | 57 shares | $1,068 |