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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) |
|---|---|---|---|---|---|
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | ETF | 81369Y852 | — | 724 shares | $80,342 |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 13646K108 | — | 944 shares | $80,334 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 23345M107 | — | 672 shares | $80,284 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 2,419 shares | $80,275 |
| HONDA MOTOR CO LTD ADR ECH CNV IN 3 | ADR | 438128308 | — | 2,540 shares | $80,264 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | — | 344 shares | $80,259 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 438 shares | $80,198 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 | — | 248 shares | $80,171 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | — | 640 shares | $80,166 |
| CANADIAN IMPERIAL BANK OF COMM COM | Stock | 136069101 | — | 727 shares | $80,101 |
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 657 shares | $80,042 |
| TKO GROUP HOLDINGS INC CL A | Stock | 87256C101 | — | 445 shares | $79,975 |
| WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | Stock | 958669103 | — | 1,800 shares | $79,866 |
| Vanguard FTSE All-World Ex-US Index Fund ETF | ETF | 922042775 | — | 962 shares | $79,840 |
| ARMSTRONG WORLD INDS INC NEW COM | Stock | 04247X102 | — | 493 shares | $79,831 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 | — | 392 shares | $79,807 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 | — | 153 shares | $79,791 |
| AMETEK INC COM | Stock | 031100100 | — | 322 shares | $79,769 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 202 shares | $79,683 |
| KIRBY CORP COM | Stock | 497266106 | — | 607 shares | $79,669 |
| METLIFE INC COM | Stock | 59156R108 | — | 846 shares | $79,659 |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | ETF | 81369Y852 | — | 717 shares | $79,565 |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | ETF | 37954Y715 | — | 2,257 shares | $79,516 |
| WP CAREY INC COM | REIT | 92936U109 | — | 1,228 shares | $79,366 |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 | — | 799 shares | $79,349 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 224 shares | $79,336 |
| CDW CORP COM | Stock | 12514G108 | — | 619 shares | $79,331 |
| ASSURANT INC COM | Stock | 04621X108 | — | 301 shares | $79,314 |
| MSC INDL DIRECT INC CL A | Stock | 553530106 | — | 641 shares | $79,305 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 88 shares | $79,232 |
| PHILLIPS 66 COM | Stock | 718546104 | — | 310 shares | $79,180 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 302 shares | $79,118 |
| FORTIS INC COM | Stock | 349553107 | — | 1,497 shares | $79,072 |
| FEDEX CORP COM | Stock | 31428X106 | — | 277 shares | $78,936 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 356 shares | $78,893 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 83 shares | $78,891 |
| TD SYNNEX CORPORATION COM | Stock | 87162W100 | — | 307 shares | $78,853 |
| ADOBE INC COM | Stock | 00724F101 | — | 329 shares | $78,849 |
| CINTAS CORP COM | Stock | 172908105 | — | 404 shares | $78,804 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 277 shares | $78,804 |
| ONEOK INC COM | Stock | 30609A109 | — | 924 shares | $78,789 |
| KODIAK GAS SVCS INC COM | Stock | 50012A108 | — | 1,487 shares | $78,766 |
| AMEREN CORP COM | Stock | 023608102 | — | 790 shares | $78,510 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 | — | 305 shares | $78,470 |
| TRAVELERS COMPANIES INC COM | Stock | 89417E109 | — | 220 shares | $78,432 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | — | 965 shares | $78,319 |
| KROGER CO COM | Stock | 501044101 | — | 1,334 shares | $78,178 |
| TALEN ENERGY CORP COM | Stock | 87422Q109 | — | 250 shares | $78,173 |
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 641 shares | $78,093 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 | — | 914 shares | $78,065 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 1,290 shares | $78,043 |
| FRANKLIN RESPONSIBLY SOURCED GOLD ETF | ETF | 35473M105 | — | 1,412 shares | $78,039 |
| HOWMET AEROSPACE INC COM | Stock | 443201108 | — | 345 shares | $78,032 |
| CONSTELLIUM SE CL A SHS | Stock | F21107101 | — | 3,225 shares | $78,013 |
| CAPITAL GROUP CONSERVATIVE EQUITY ETF | ETF | 14020U100 | — | 2,432 shares | $78,007 |
| CAPITAL ONE FINL CORP COM | Stock | 14040H105 | — | 404 shares | $78,000 |
| EQUINIX INC COM | REIT | 29444U700 | — | 77 shares | $77,963 |
| SOUTHSTATE BK CORP COM | Stock | 84472E102 | — | 783 shares | $77,955 |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | ETF | 81369Y407 | — | 716 shares | $77,929 |
| FEDEX CORP COM | Stock | 31428X106 | — | 273 shares | $77,830 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 | — | 162 shares | $77,816 |
| GROUP 1 AUTOMOTIVE INC COM | Stock | 398905109 | — | 323 shares | $77,769 |
| AGNC INVT CORP COM | REIT | 00123Q104 | — | 8,574 shares | $77,766 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 7,666 shares | $77,733 |
| ISHARES HIGH YIELD MUNI ACTIVE ETF | ETF | 092528843 | — | 1,700 shares | $77,656 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 115 shares | $77,631 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 1,686 shares | $77,623 |
| HOWMET AEROSPACE INC COM | Stock | 443201108 | — | 343 shares | $77,580 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 84 shares | $77,477 |
| PACCAR INC COM | Stock | 693718108 | — | 705 shares | $77,416 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 152 shares | $77,406 |
| EATON VANCE HIGH INCOME MUNICIPAL ETF | ETF | 61774R783 | — | 1,650 shares | $77,303 |
| COCA COLA CO COM | Stock | 191216100 | — | 898 shares | $77,300 |
| REVOLUTION MEDICINES INC COM | Stock | 76155X100 | — | 376 shares | $77,178 |
| TAPESTRY INC COM | Stock | 876030107 | — | 671 shares | $77,167 |
| AMGEN INC COM | Stock | 031162100 | — | 183 shares | $77,136 |
| BANCO SANTANDER SA ADR | ADR | 05964H105 | — | 5,573 shares | $77,075 |
| JABIL INC COM | Stock | 466313103 | — | 268 shares | $76,967 |
| ORUKA THERAPEUTICS INC COM | Stock | 687604108 | — | 924 shares | $76,960 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 114 shares | $76,956 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | — | 1,097 shares | $76,955 |
| PRUDENTIAL PLC ADR | ADR | 74435K204 | — | 3,106 shares | $76,842 |
| VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | ETF | 922908538 | — | 263 shares | $76,822 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 1,014 shares | $76,800 |
| AKRE FOCUS ETF | ETF | 74316P579 | — | 1,458 shares | $76,793 |
| AGILON HEALTH INC COM NEW | Stock | 00857U206 | — | 964 shares | $76,725 |
| ARGENX SE SPONSORED ADR | ADR | 04016X101 | — | 80 shares | $76,713 |
| RYDER SYS INC COM | Stock | 783549108 | — | 336 shares | $76,628 |
| TENARIS S A SPONSORED ADS | ADR | 88031M109 | — | 1,387 shares | $76,535 |
| AT&T INC COM | Stock | 00206R102 | — | 3,133 shares | $76,445 |
| LINDE PLC SHS | Stock | G54950103 | — | 161 shares | $76,419 |
| IRON MTN INC DEL COM | REIT | 46284V101 | — | 689 shares | $76,405 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 169656105 | — | 2,391 shares | $76,392 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 343 shares | $76,381 |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 05946K101 | — | 2,739 shares | $76,336 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 | — | 146 shares | $76,330 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 1,145 shares | $76,314 |
| SENTINELONE INC CL A | Stock | 81730H109 | — | 3,211 shares | $76,293 |
| STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | ETF | 78468R754 | — | 549 shares | $76,268 |
| CHEWY INC CL A | Stock | 16679L109 | — | 4,188 shares | $76,222 |