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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 | — | 253 shares | $27,969 |
| SONOS INC COM | Stock | 83570H108 | — | 1,563 shares | $27,962 |
| JADE BIOSCIENCES INC COM NEW | Stock | 008064206 | — | 1,990 shares | $27,960 |
| PPG INDS INC COM | Stock | 693506107 | — | 268 shares | $27,960 |
| SPEAR ALPHA ETF | ETF | 53656F383 | — | 580 shares | $27,958 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 2,757 shares | $27,956 |
| CAMDEN PPTY TR SH BEN INT | REIT | 133131102 | — | 289 shares | $27,955 |
| STEPSTONE GROUP INC COM CL A | Stock | 85914M107 | — | 644 shares | $27,951 |
| ORIX CORP SPONSORED ADR | ADR | 686330101 | — | 741 shares | $27,943 |
| CALIFORNIA RES CORP COM STOCK | Stock | 13057Q305 | — | 550 shares | $27,940 |
| GAP INC COM | Stock | 364760108 | — | 1,223 shares | $27,933 |
| FIRST INTST BANCSYSTEM INC COM | Stock | 32055Y201 | — | 780 shares | $27,877 |
| MKS INC. COM | Stock | 55306N104 | — | 105 shares | $27,863 |
| PAYCOM SOFTWARE INC COM | Stock | 70432V102 | — | 128 shares | $27,859 |
| H2O AMERICA COM | Stock | 784305104 | — | 452 shares | $27,857 |
| UNITED STATES COPPER INDEX FUND | ETF | 911718104 | — | 700 shares | $27,846 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 1,280 shares | $27,842 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER | ETF | 45784N106 | — | 1,000 shares | $27,840 |
| BURLINGTON STORES INC COM | Stock | 122017106 | — | 104 shares | $27,788 |
| BIOGEN INC COM | Stock | 09062X103 | — | 123 shares | $27,783 |
| BIOGEN INC COM | Stock | 09062X103 | — | 123 shares | $27,783 |
| EQUINOX GOLD CORP COM | Stock | 29446Y502 | — | 2,500 shares | $27,775 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 234 shares | $27,762 |
| SYSCO CORP COM | Stock | 871829107 | — | 356 shares | $27,754 |
| BLACK HILLS CORP COM | Stock | 092113109 | — | 396 shares | $27,752 |
| INVESCO S&P SMALLCAP MOMENTUM ETF | ETF | 46137V498 | — | 340 shares | $27,736 |
| DOW HLDGS INC COM | Stock | 260557103 | — | 1,007 shares | $27,725 |
| WESTERN DIGITAL CORP COM | Stock | 958102105 | — | 61 shares | $27,722 |
| BIOMARIN PHARMACEUTICAL INC COM | Stock | 09061G101 | — | 462 shares | $27,707 |
| RELIANCE INC COM | Stock | 759509102 | — | 72 shares | $27,702 |
| ISHARES U.S. HEALTHCARE ETF | ETF | 464287762 | — | 387 shares | $27,694 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 78 shares | $27,692 |
| CONSTELLATION ENERGY CORP COM | Stock | 21037T109 | — | 109 shares | $27,688 |
| HELEN OF TROY LTD COM | Stock | G4388N106 | — | 1,010 shares | $27,684 |
| FIRSTCASH HOLDINGS INC COM | Stock | 33768G107 | — | 131 shares | $27,671 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 30 shares | $27,670 |
| AMER STATES WTR CO COM | Stock | 029899101 | — | 336 shares | $27,663 |
| NB BANCORP INC COM | Stock | 63945M107 | — | 1,250 shares | $27,650 |
| BLUE OWL CAPITAL INC COM CL A | Stock | 09581B103 | — | 3,041 shares | $27,643 |
| TC ENERGY CORP COM | Stock | 87807B107 | — | 478 shares | $27,619 |
| AFLAC INC COM | Stock | 001055102 | — | 247 shares | $27,610 |
| OCCIDENTAL PETE CORP COM | Stock | 674599105 | — | 499 shares | $27,607 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 190 shares | $27,603 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 83 shares | $27,602 |
| ARGAN INC COM | Stock | 04010E109 | — | 73 shares | $27,590 |
| SENECA FOODS CORP NEW CL A | Stock | 817070501 | — | 155 shares | $27,590 |
| FORD MTR CO COM | Stock | 345370860 | — | 2,287 shares | $27,581 |
| HARLEY DAVIDSON INC COM | Stock | 412822108 | — | 1,129 shares | $27,581 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 80 shares | $27,580 |
| INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | ETF | 45782C664 | — | 511 shares | $27,579 |
| REINSURANCE GROUP AMER INC COM NEW | Stock | 759351604 | — | 112 shares | $27,579 |
| ORIX CORP SPONSORED ADR | ADR | 686330101 | — | 731 shares | $27,566 |
| DIGITAL RLTY TR INC COM | REIT | 253868103 | — | 157 shares | $27,558 |
| OLIN CORP COM PAR $1 | Stock | 680665205 | — | 1,777 shares | $27,544 |
| JABIL INC COM | Stock | 466313103 | — | 96 shares | $27,539 |
| STATE STR CORP COM | Stock | 857477103 | — | 158 shares | $27,535 |
| HARTFORD INSURANCE GROUP INC COM | Stock | 416515104 | — | 225 shares | $27,531 |
| GENPACT LIMITED SHS | Stock | G3922B107 | — | 846 shares | $27,520 |
| SONIDA SENIOR LIVING INC COM | Stock | 140475203 | — | 732 shares | $27,509 |
| DRAFTKINGS INC NEW COM CL A | Stock | 26142V105 | — | 1,447 shares | $27,493 |
| BOX INC CL A | Stock | 10316T104 | — | 821 shares | $27,487 |
| SYSCO CORP COM | Stock | 871829107 | — | 352 shares | $27,469 |
| BROWN & BROWN INC COM | Stock | 115236101 | — | 451 shares | $27,466 |
| ISHARES RUSSELL 1000 ETF | ETF | 464287622 | — | 66 shares | $27,465 |
| LIVANOVA PLC SHS | Stock | G5509L101 | — | 359 shares | $27,464 |
| ISHARES LATIN AMERICA 40 ETF | ETF | 464287390 | — | 796 shares | $27,462 |
| THE CIGNA GROUP COM | Stock | 125523100 | — | 101 shares | $27,455 |
| DYCOM INDS INC COM | Stock | 267475101 | — | 102 shares | $27,446 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 362 shares | $27,441 |
| CARDINAL HEALTH INC COM | Stock | 14149Y108 | — | 123 shares | $27,427 |
| RESMED INC COM | Stock | 761152107 | — | 124 shares | $27,416 |
| AMAZON COM INC COM | Stock | 023135106 | — | 110 shares | $27,407 |
| BHP BILLITON LIMITED SPONSORED ADS | ADR | 088606108 | — | 323 shares | $27,403 |
| SYNOPSYS INC COM | Stock | 871607107 | — | 63 shares | $27,401 |
| GLOO HOLDINGS INC CL A | Stock | 379598105 | — | 6,397 shares | $27,379 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 60 shares | $27,371 |
| AVIENT CORPORATION COM | Stock | 05368V106 | — | 680 shares | $27,370 |
| DYNATRACE INC COM NEW | Stock | 268150109 | — | 474 shares | $27,369 |
| TENARIS S A SPONSORED ADS | ADR | 88031M109 | — | 496 shares | $27,369 |
| MILLICOM INTL CELLULAR S A COM STK | Stock | L6388F110 | — | 314 shares | $27,362 |
| COPART INC COM | Stock | 217204106 | — | 1,003 shares | $27,362 |
| ADOBE INC COM | Stock | 00724F101 | — | 114 shares | $27,353 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 168 shares | $27,342 |
| ADVANCED ENERGY INDS COM | Stock | 007973100 | — | 97 shares | $27,337 |
| MECHANICS BANCORP CL A | Stock | 43785V102 | — | 1,849 shares | $27,328 |
| GRAIL INC COM | Stock | 384747101 | — | 195 shares | $27,323 |
| EQUINIX INC COM | REIT | 29444U700 | — | 27 shares | $27,313 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 | — | 64 shares | $27,311 |
| CELESTICA INC COM | Stock | 15101Q207 | — | 76 shares | $27,292 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 123 shares | $27,289 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 | — | 280 shares | $27,280 |
| STEPAN CO COM | Stock | 858586100 | — | 437 shares | $27,260 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 123 shares | $27,258 |
| INGEVITY CORP COM | Stock | 45688C107 | — | 385 shares | $27,239 |
| NATIONAL BK HLDGS CORP CL A | Stock | 633707104 | — | 695 shares | $27,237 |
| TRIPLE FLAG PRECIOUS METAL COM | Stock | 89679M104 | — | 883 shares | $27,205 |
| CORPAY INC COM SHS | Stock | 219948106 | — | 70 shares | $27,202 |
| LOEWS CORP COM | Stock | 540424108 | — | 260 shares | $27,202 |
| HAMILTON INSURANCE GROUP LTD. CL B | Stock | G42706104 | — | 823 shares | $27,192 |
| INSPIRE MED SYS INC COM | Stock | 457730109 | — | 392 shares | $27,189 |