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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) |
|---|---|---|---|---|---|
| NABORS INDUSTRIES LTD SHS | Stock | G6359F137 | — | 8 shares | $625 |
| ARDAGH METAL PACKAGING S A SHS | Stock | L02235106 | — | 144 shares | $625 |
| GEMINI SPACE STA INC CL A COM | Stock | 36866J105 | — | 121 shares | $624 |
| MIMEDX GROUP INC COM | Stock | 602496101 | — | 134 shares | $624 |
| MOHAWK INDS INC COM | Stock | 608190104 | — | 5 shares | $624 |
| PEMBINA PIPELINE CORP COM | Stock | 706327103 | — | 14 shares | $624 |
| ACNB CORP COM | Stock | 000868109 | — | 10 shares | $623 |
| RALLIANT CORP COM | Stock | 750940108 | — | 9 shares | $623 |
| STELLANTIS N.V SHS | Stock | N82405106 | — | 143 shares | $623 |
| CRITEO S A ORD SHS | Stock | L20675101 | — | 41 shares | $623 |
| PATTERSON-UTI ENERGY INC COM | Stock | 703481101 | — | 57 shares | $622 |
| SOUTHERN COPPER CORP COM | Stock | 84265V105 | — | 3 shares | $622 |
| THOR INDS INC COM | Stock | 885160101 | — | 9 shares | $622 |
| GXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 36262G101 | — | 14 shares | $622 |
| MIDDLEBY CORP COM | Stock | 596278101 | — | 6 shares | $621 |
| FEDERAL AGRIC MTG CORP CL C | Stock | 313148306 | — | 3 shares | $621 |
| SOMNIGROUP INTERNATIONAL INC COM | Stock | 88023U101 | — | 10 shares | $621 |
| PROCORE TECHNOLOGIES INC COM | Stock | 74275K108 | — | 12 shares | $621 |
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 5 shares | $620 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 11 shares | $620 |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 11271J107 | — | 17 shares | $620 |
| TRONOX HOLDINGS PLC SHS | Stock | G9087Q102 | — | 157 shares | $620 |
| LADDER CAP CORP CL A | REIT | 505743104 | — | 71 shares | $620 |
| BANK OF HI CORP COM | Stock | 062540109 | — | 9 shares | $620 |
| ISHARES MSCI WORLD ETF | ETF | 464286392 | — | 3 shares | $619 |
| TRANSCAT INC COM | Stock | 893529107 | — | 7 shares | $619 |
| FIDELITY NATL FINL INC COM SHS | Stock | 31620R303 | — | 16 shares | $618 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 2 shares | $618 |
| OR ROYALTIES INC. COM SHS | Stock | 68390D106 | — | 18 shares | $618 |
| PLAYTIKA HLDG CORP COM | Stock | 72815L107 | — | 289 shares | $618 |
| GRINDR INC COM | Stock | 39854F101 | — | 40 shares | $617 |
| SMURFIT WESTROCK PLC SHS | Stock | G8267P108 | — | 14 shares | $617 |
| DANAOS CORPORATION SHS | Stock | Y1968P121 | — | 4 shares | $617 |
| TYSON FOODS INC CL A | Stock | 902494103 | — | 12 shares | $617 |
| SEI INVTS CO COM | Stock | 784117103 | — | 6 shares | $616 |
| BALL CORP COM | Stock | 058498106 | — | 11 shares | $616 |
| BIRKENSTOCK HOLDING PLC COM SHS | Stock | M2029K104 | — | 19 shares | $616 |
| DIANTHUS THERAPEUTICS INC COM | Stock | 252828108 | — | 7 shares | $616 |
| CHATHAM LODGING TR COM | REIT | 16208T102 | — | 46 shares | $615 |
| CORNING INC COM | Stock | 219350105 | — | 4 shares | $615 |
| MP MATERIALS CORP COM CL A | Stock | 553368101 | — | 13 shares | $615 |
| WAYFAIR INC CL A | Stock | 94419L101 | — | 6 shares | $615 |
| ALLEGION PLC ORD SHS | Stock | G0176J109 | — | 4 shares | $615 |
| CULLEN FROST BANKERS INC COM | Stock | 229899109 | — | 4 shares | $614 |
| HASBRO INC COM | Stock | 418056107 | — | 7 shares | $614 |
| HUTCHMED CHINA LTD SPONSORED ADS | ADR | 44842L103 | — | 42 shares | $614 |
| VOC ENERGY TR TR UNIT | Stock | 91829B103 | — | 180 shares | $614 |
| CHIME FINL INC COM SHS CL A | Stock | 16935C109 | — | 23 shares | $613 |
| COTY INC COM CL A | Stock | 222070203 | — | 235 shares | $613 |
| FISERV INC COM | Stock | 337738108 | — | 14 shares | $613 |
| IREN LIMITED ORDINARY SHARES | Stock | Q4982L109 | — | 15 shares | $613 |
| ENPRO INC COM | Stock | 29355X107 | — | 2 shares | $613 |
| ATLAS ENERGY SOLUTIONS INC COM NEW | Stock | 642045108 | — | 51 shares | $613 |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | ADR | 910873405 | — | 25 shares | $612 |
| ROGERS CORP COM | Stock | 775133101 | — | 4 shares | $612 |
| ROGERS CORP COM | Stock | 775133101 | — | 4 shares | $612 |
| URBAN OUTFITTERS INC COM | Stock | 917047102 | — | 8 shares | $611 |
| ENTRAVISION COMMUNICATIONS CP CL A | Stock | 29382R107 | — | 83 shares | $610 |
| CF BANKSHARES INC COM | Stock | 12520L109 | — | 18 shares | $610 |
| CACI INTL INC CL A | Stock | 127190304 | — | 1 shares | $609 |
| HUCKLEBERRY AI INC COM CL B | Stock | 257554105 | — | 183 shares | $609 |
| VANECK SEMICONDUCTOR ETF | ETF | 92189F676 | — | 1 shares | $609 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 4 shares | $608 |
| QXO INC COM NEW | Stock | 82846H405 | — | 52 shares | $608 |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | Stock | 00650F109 | — | 21 shares | $607 |
| FIRST AMERN FINL CORP COM | Stock | 31847R102 | — | 10 shares | $607 |
| 5E ADVANCED MATERIALS INC COM NEW | Stock | 33830Q208 | — | 180 shares | $607 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 16 shares | $607 |
| UNILEVER PLC SPON ADR NEW | ADR | 904767803 | — | 10 shares | $607 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 879360105 | — | 1 shares | $607 |
| JAMES HARDIE INDS PLC ORD SHS | Stock | G4253H101 | — | 24 shares | $607 |
| BRINKS CO COM | Stock | 109696104 | — | 6 shares | $606 |
| CARMAX INC COM | Stock | 143130102 | — | 11 shares | $606 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 2 shares | $606 |
| VERADERMICS INC COMMON STOCK | Stock | 922967104 | — | 5 shares | $606 |
| WD 40 CO COM | Stock | 929236107 | — | 3 shares | $606 |
| BRINKS CO COM | Stock | 109696104 | — | 6 shares | $606 |
| FIGURE TECHNOLOGY SOLUTIO COM CL A | Stock | 349381103 | — | 21 shares | $606 |
| MAGNITE INC COM | Stock | 55955D100 | — | 24 shares | $606 |
| ACADIA HEALTHCARE COMPANY INC COM | Stock | 00404A109 | — | 22 shares | $605 |
| GPGI INC COM CL A | Stock | 20459V105 | — | 51 shares | $605 |
| CONAGRA BRANDS INC COM | Stock | 205887102 | — | 45 shares | $605 |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ETF | 46434V878 | — | 12 shares | $605 |
| SFL CORPORATION LTD SHS | Stock | G7738W106 | — | 46 shares | $605 |
| BRIGHTSPIRE CAPITAL INC COM CL A | REIT | 10949T109 | — | 158 shares | $605 |
| CLEANSPARK INC COM NEW | Stock | 18452B209 | — | 47 shares | $605 |
| FIRST ADVANTAGE CORP NEW COM | Stock | 31846B108 | — | 34 shares | $605 |
| WATSCO INC COM | Stock | 942622200 | — | 2 shares | $605 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288638 | — | 12 shares | $604 |
| MERIT MED SYS INC COM | Stock | 589889104 | — | 7 shares | $604 |
| NERDY INC COM SHS CL A | Stock | 64081V208 | — | 74 shares | $604 |
| WOORI FINL GROUP INC SPONSORED ADS | ADR | 981064108 | — | 8 shares | $604 |
| TECNOGLASS HOLDINGS INC COM SHS | Stock | 87877F103 | — | 17 shares | $604 |
| COCA COLA CO COM | Stock | 191216100 | — | 7 shares | $603 |
| UIPATH INC CL A | Stock | 90364P105 | — | 47 shares | $603 |
| BANNER CORP COM NEW | Stock | 06652V208 | — | 9 shares | $603 |
| ADMA BIOLOGICS INC COM | Stock | 000899104 | — | 60 shares | $602 |
| BOOT BARN HLDGS INC COM | Stock | 099406100 | — | 5 shares | $602 |
| SIMON PPTY GROUP INC NEW COM | REIT | 828806109 | — | 3 shares | $602 |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | ADR | 03938L203 | — | 9 shares | $601 |