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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) |
|---|---|---|---|---|---|
| TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF | ETF | 210322798 | — | 431 shares | $19,906 |
| REGIONS FINANCIAL CORP NEW COM | Stock | 7591EP100 | — | 740 shares | $19,897 |
| EMERA INC COM | Stock | 290876101 | — | 416 shares | $19,897 |
| B2GOLD CORP COM | Stock | 11777Q209 | — | 3,800 shares | $19,836 |
| MOHAWK INDS INC COM | Stock | 608190104 | — | 159 shares | $19,830 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 106 shares | $19,827 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 106 shares | $19,827 |
| AGILENT TECHNOLOGIES INC COM | Stock | 00846U101 | — | 115 shares | $19,816 |
| ASBURY AUTOMOTIVE GROUP INC COM | Stock | 043436104 | — | 115 shares | $19,815 |
| AUTOZONE INC COM | Stock | 053332102 | — | 7 shares | $19,810 |
| VERISK ANALYTICS INC COM | Stock | 92345Y106 | — | 118 shares | $19,806 |
| HAGERTY INC CL A COM | Stock | 405166109 | — | 1,471 shares | $19,800 |
| EAGLE BANCORPORATION INC COM | Stock | 268948106 | — | 712 shares | $19,786 |
| RIGETTI COMPUTING INC COMMON STOCK | Stock | 76655K103 | — | 1,257 shares | $19,785 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 28176E108 | — | 229 shares | $19,785 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | Stock | 50077B207 | — | 463 shares | $19,765 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 17 shares | $19,753 |
| APPLOVIN CORP COM CL A | Stock | 03831W108 | — | 68 shares | $19,749 |
| PEMBINA PIPELINE CORP COM | Stock | 706327103 | — | 443 shares | $19,749 |
| NEWMARKET CORP COM | Stock | 651587107 | — | 22 shares | $19,745 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 | — | 38 shares | $19,736 |
| ACADIAN ASSET MANAGEMENT INC COM | Stock | 10948W103 | — | 215 shares | $19,718 |
| FIDELITY LOW VOLATILITY FACTOR ETF | ETF | 316092824 | — | 279 shares | $19,706 |
| CINTAS CORP COM | Stock | 172908105 | — | 101 shares | $19,701 |
| JFROG LTD ORD SHS | Stock | M6191J100 | — | 203 shares | $19,699 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 217 shares | $19,697 |
| BLACK HILLS CORP COM | Stock | 092113109 | — | 281 shares | $19,692 |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | ETF | 14020X104 | — | 495 shares | $19,691 |
| WABTEC COM | Stock | 929740108 | — | 69 shares | $19,689 |
| SERVICETITAN INC SHS CL A | Stock | 81764X103 | — | 299 shares | $19,671 |
| BLOOM ENERGY CORP COM CL A | Stock | 093712107 | — | 71 shares | $19,666 |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | ADR | 191241108 | — | 182 shares | $19,663 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 89 shares | $19,660 |
| FIRSTENERGY CORP COM | Stock | 337932107 | — | 453 shares | $19,648 |
| INTERPARFUMS INC COM | Stock | 458334109 | — | 177 shares | $19,640 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 518 shares | $19,637 |
| EMCOR GROUP INC COM | Stock | 29084Q100 | — | 26 shares | $19,617 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 595017104 | — | 252 shares | $19,598 |
| CLEARWAY ENERGY INC CL C | Stock | 18539C204 | — | 669 shares | $19,582 |
| SYNOPSYS INC COM | Stock | 871607107 | — | 45 shares | $19,572 |
| SEMPRA COM | Stock | 816851109 | — | 251 shares | $19,568 |
| JONES LANG LASALLE INC COM | Stock | 48020Q107 | — | 64 shares | $19,553 |
| INGREDION INC COM | Stock | 457187102 | — | 204 shares | $19,545 |
| FIRSTENERGY CORP COM | Stock | 337932107 | — | 451 shares | $19,543 |
| CUBESMART COM | REIT | 229663109 | — | 520 shares | $19,542 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 60 shares | $19,542 |
| EATON VANCE TAX ADVT DIV INCM COM | CEF | 27828G107 | — | 700 shares | $19,537 |
| HAVERTY FURNITURE COS INC COM | Stock | 419596101 | — | 706 shares | $19,535 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 88 shares | $19,524 |
| UNITED THERAPEUTICS CORP DEL COM | Stock | 91307C102 | — | 36 shares | $19,508 |
| CLEAR SECURE INC COM CL A | Stock | 18467V109 | — | 465 shares | $19,507 |
| MERCURY SYS INC COM | Stock | 589378108 | — | 235 shares | $19,505 |
| CAPITAL ONE FINL CORP COM | Stock | 14040H105 | — | 101 shares | $19,500 |
| OTIS WORLDWIDE CORP COM | Stock | 68902V107 | — | 303 shares | $19,498 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 | — | 468 shares | $19,498 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 845 shares | $19,491 |
| AMERICOLD REALTY TRUST INC COM | REIT | 03064D108 | — | 1,394 shares | $19,488 |
| ALTRIA GROUP INC COM | Stock | 02209S103 | — | 289 shares | $19,469 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 446 shares | $19,468 |
| ALBEMARLE CORP COM | Stock | 012653101 | — | 184 shares | $19,464 |
| APPLOVIN CORP COM CL A | Stock | 03831W108 | — | 67 shares | $19,459 |
| DATADOG INC CL A COM | Stock | 23804L103 | — | 71 shares | $19,443 |
| SUN LIFE FINANCIAL INC. COM | Stock | 866796105 | — | 249 shares | $19,429 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 20 shares | $19,425 |
| VIATRIS INC COM | Stock | 92556V106 | — | 1,096 shares | $19,415 |
| INSPIRE CAPITAL APPRECIATION ETF | ETF | 66538H393 | — | 650 shares | $19,407 |
| ARM HOLDINGS PLC SPONSORED ADS | ADR | 042068205 | — | 67 shares | $19,407 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 423 shares | $19,403 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | Stock | V5633W109 | — | 411 shares | $19,399 |
| EXELIXIS INC COM | Stock | 30161Q104 | — | 332 shares | $19,392 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 38 shares | $19,389 |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 42824C109 | — | 303 shares | $19,359 |
| EVEREST GROUP LTD COM | Stock | G3223R108 | — | 53 shares | $19,354 |
| CRYOPORT INC COM PAR $0.001 | Stock | 229050307 | — | 1,112 shares | $19,349 |
| PAN AMERN SILVER CORP COM | Stock | 697900108 | — | 425 shares | $19,342 |
| NEBIUS GROUP N.V. SHS CLASS A | Stock | N97284108 | — | 82 shares | $19,342 |
| PATTERSON-UTI ENERGY INC COM | Stock | 703481101 | — | 1,770 shares | $19,328 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 130 shares | $19,325 |
| LOEWS CORP COM | Stock | 540424108 | — | 185 shares | $19,320 |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | ADR | 465562106 | — | 2,263 shares | $19,303 |
| KIMCO REALTY CORP COM | REIT | 49446R109 | — | 869 shares | $19,300 |
| AMCOR PLC COM NEW | Stock | G0250X149 | — | 461 shares | $19,297 |
| GRAHAM HLDGS CO COM CL B | Stock | 384637104 | — | 17 shares | $19,289 |
| FRANCO NEV CORP COM | Stock | 351858105 | — | 81 shares | $19,287 |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | ETF | 46138E362 | — | 400 shares | $19,272 |
| BEACON FINANCIAL CORP. COM | Stock | 084680107 | — | 688 shares | $19,257 |
| HORIZON KINETICS INFLATION BENEFICIARIES ETF | ETF | 53656F623 | — | 384 shares | $19,254 |
| HARROW INC COM | Stock | 415858109 | — | 625 shares | $19,250 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 58 shares | $19,246 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 1,261 shares | $19,243 |
| MEDTRONIC PLC SHS | Stock | G5960L103 | — | 223 shares | $19,243 |
| ORACLE CORP COM | Stock | 68389X105 | — | 140 shares | $19,222 |
| CERTARA INC COM | Stock | 15687V109 | — | 2,086 shares | $19,191 |
| HALEON PLC SPON ADS | ADR | 405552100 | — | 2,131 shares | $19,179 |
| ARGENX SE SPONSORED ADR | ADR | 04016X101 | — | 20 shares | $19,178 |
| PERMIAN RESOURCES CORP CLASS A COM | Stock | 71424F105 | — | 908 shares | $19,174 |
| EPLUS INC COM | Stock | 294268107 | — | 213 shares | $19,172 |
| HDFC BANK LTD SPONSORED ADS | ADR | 40415F101 | — | 858 shares | $19,168 |
| HELMERICH & PAYNE INC COM | Stock | 423452101 | — | 516 shares | $19,164 |
| ANTERIX INC COM | Stock | 03676C100 | — | 244 shares | $19,154 |