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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) |
|---|---|---|---|---|---|
| INVITATION HOMES INC COM | REIT | 46187W107 | — | 1,860 shares | $48,974 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 501 shares | $48,968 |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | ETF | 78467V608 | — | 1,212 shares | $48,953 |
| KURV MEMORY SELECT ETF | ETF | 500948781 | — | 2,433 shares | $48,917 |
| TETRA TECH INC NEW COM | Stock | 88162G103 | — | 1,484 shares | $48,898 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 123 shares | $48,869 |
| ALTRIA GROUP INC COM | Stock | 02209S103 | — | 725 shares | $48,822 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 600 shares | $48,818 |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | ETF | 09290C806 | — | 1,110 shares | $48,818 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 171 shares | $48,812 |
| UBIQUITI INC COM | Stock | 90353W103 | — | 86 shares | $48,808 |
| GENMAB A/S SPONSORED ADS | ADR | 372303206 | — | 1,368 shares | $48,803 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 120 shares | $48,796 |
| ECOLAB INC COM | Stock | 278865100 | — | 178 shares | $48,788 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | — | 1,499 shares | $48,762 |
| HEXCEL CORP NEW COM | Stock | 428291108 | — | 581 shares | $48,758 |
| ADOBE INC COM | Stock | 00724F101 | — | 203 shares | $48,708 |
| VANGUARD CONSUMER STAPLES ETF | ETF | 92204A207 | — | 223 shares | $48,661 |
| MAXIMUS INC COM | Stock | 577933104 | — | 914 shares | $48,616 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 72 shares | $48,604 |
| WW GRAINGER INC COM | Stock | 384802104 | — | 39 shares | $48,585 |
| QUALCOMM INC COM | Stock | 747525103 | — | 264 shares | $48,573 |
| IDEXX LABS INC COM | Stock | 45168D104 | — | 93 shares | $48,564 |
| BOEING CO COM | Stock | 097023105 | — | 261 shares | $48,472 |
| INTEL CORP COM | Stock | 458140100 | — | 403 shares | $48,453 |
| CORSAIR GAMING INC COM | Stock | 22041X102 | — | 3,589 shares | $48,452 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 304 shares | $48,448 |
| ISHARES SELECT DIVIDEND ETF | ETF | 464287168 | — | 318 shares | $48,414 |
| KIRBY CORP COM | Stock | 497266106 | — | 368 shares | $48,300 |
| LONG POND REAL ESTATE SELECT ETF | ETF | 30151E517 | — | 1,794 shares | $48,259 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 122 shares | $48,241 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 210 shares | $48,210 |
| HAMILTON LANE INC CL A | Stock | 407497106 | — | 555 shares | $48,207 |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | 464288513 | — | 624 shares | $48,179 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 | — | 111 shares | $48,178 |
| STIFEL FINL CORP COM | Stock | 860630102 | — | 687 shares | $48,117 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 49338L103 | — | 132 shares | $48,053 |
| IDEXX LABS INC COM | Stock | 45168D104 | — | 92 shares | $48,041 |
| METLIFE INC COM | Stock | 59156R108 | — | 510 shares | $48,023 |
| WSFS FINL CORP COM | Stock | 929328102 | — | 635 shares | $47,987 |
| HONDA MOTOR CO LTD ADR ECH CNV IN 3 | ADR | 438128308 | — | 1,518 shares | $47,969 |
| NEW YORK TIMES CO MTN BE CL A | Stock | 650111107 | — | 752 shares | $47,902 |
| WESTERN DIGITAL CORP 3 11/15/2028 | Convertible | 958102AT2 | — | 4,000 shares | $47,892 |
| WELLTOWER INC COM | REIT | 95040Q104 | — | 208 shares | $47,890 |
| CARDINAL HEALTH INC COM | Stock | 14149Y108 | — | 215 shares | $47,884 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | — | 590 shares | $47,884 |
| STATE STR CORP COM | Stock | 857477103 | — | 274 shares | $47,838 |
| FIRST HAWAIIAN INC COM | Stock | 32051X108 | — | 1,942 shares | $47,812 |
| ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF | ETF | 00888H646 | — | 1,522 shares | $47,776 |
| VERALTO CORP COM SHS | Stock | 92338C103 | — | 506 shares | $47,767 |
| NEWMONT CORP COM | Stock | 651639106 | — | 414 shares | $47,751 |
| EXTRA SPACE STORAGE INC COM | REIT | 30225T102 | — | 363 shares | $47,738 |
| MURPHY OIL CORP COM | Stock | 626717102 | — | 1,289 shares | $47,719 |
| TRUESHARES SEASONALITY LADDERED BUFFERED ETF | ETF | 210322608 | — | 1,704 shares | $47,716 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 356 shares | $47,708 |
| ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | ETF | 00888H737 | — | 1,367 shares | $47,681 |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | ETF | 31609A107 | — | 1,151 shares | $47,636 |
| KANZHUN LIMITED SPONSORED ADS | ADR | 48553T106 | — | 3,218 shares | $47,626 |
| AFLAC INC COM | Stock | 001055102 | — | 426 shares | $47,618 |
| EMERSON ELEC CO COM | Stock | 291011104 | — | 307 shares | $47,616 |
| ZIONS BANCORPORATION NATL ASSN COM | Stock | 989701107 | — | 760 shares | $47,614 |
| BLUE OWL CAPITAL CORPORATION COM | CEF | 69121K104 | — | 4,537 shares | $47,593 |
| MID-AMER APT CMNTYS INC COM | REIT | 59522J103 | — | 404 shares | $47,567 |
| AECOM COM | Stock | 00766T100 | — | 806 shares | $47,514 |
| HUNT J B TRANS SVCS INC COM | Stock | 445658107 | — | 212 shares | $47,499 |
| TC ENERGY CORP COM | Stock | 87807B107 | — | 822 shares | $47,495 |
| STMICROELECTRONICS N V NY REGISTRY | ADR | 861012102 | — | 890 shares | $47,490 |
| FIRST TRUST CAPITAL STRENGTH ETF | ETF | 33733E104 | — | 506 shares | $47,451 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 806 shares | $47,441 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 | — | 111 shares | $47,368 |
| INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | ETF | 45782C474 | — | 1,039 shares | $47,321 |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 636274409 | — | 624 shares | $47,312 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 215 shares | $47,285 |
| ARAMARK COM | Stock | 03852U106 | — | 883 shares | $47,285 |
| TEEKAY TANKERS LTD CL A | Stock | G8726X106 | — | 487 shares | $47,268 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 224 shares | $47,251 |
| VULCAN MATLS CO COM | Stock | 929160109 | — | 193 shares | $47,218 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 1,028 shares | $47,154 |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | ETF | 46434G889 | — | 659 shares | $47,145 |
| INTEL CORP COM | Stock | 458140100 | — | 392 shares | $47,130 |
| FRANKLIN FTSE SOUTH KOREA ETF | ETF | 35473P710 | — | 783 shares | $47,082 |
| CORTEVA INC COM | Stock | 22052L104 | — | 606 shares | $47,056 |
| ELEVANCE HEALTH INC FORMERLY A COM | Stock | 036752103 | — | 121 shares | $47,047 |
| VANGUARD UTILITIES ETF | ETF | 92204A876 | — | 275 shares | $47,025 |
| CULLEN FROST BANKERS INC COM | Stock | 229899109 | — | 308 shares | $47,022 |
| UNITED BANKSHARES INC WEST VA COM | Stock | 909907107 | — | 1,023 shares | $46,997 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 500 shares | $46,980 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 | — | 412 shares | $46,972 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 620 shares | $46,959 |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | ADR | 910873405 | — | 1,916 shares | $46,923 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 246 shares | $46,853 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 516 shares | $46,837 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 205 shares | $46,763 |
| IDEX CORP COM | Stock | 45167R104 | — | 205 shares | $46,736 |
| PULTE GROUP INC COM | Stock | 745867101 | — | 402 shares | $46,656 |
| KB FINL GROUP INC SPONSORED ADR | ADR | 48241A105 | — | 379 shares | $46,655 |
| TE CONNECTIVITY PLC ORD SHS | Stock | G87052109 | — | 221 shares | $46,649 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 1,404 shares | $46,585 |
| ROBINHOOD MKTS INC COM CL A | Stock | 770700102 | — | 414 shares | $46,575 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 1,238 shares | $46,574 |