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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) |
|---|---|---|---|---|---|
| POLARIS INC COM | Stock | 731068102 | — | 344 shares | $17,940 |
| PFIZER INC COM | Stock | 717081103 | — | 629 shares | $17,939 |
| ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | ETF | 092528835 | — | 358 shares | $17,936 |
| BEONE MEDICINES LTD SPONSORED ADS | ADR | 07725L102 | — | 49 shares | $17,931 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 64 shares | $17,926 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 105 shares | $17,920 |
| FREEPORT MCMORAN INC CL B | Stock | 35671D857 | — | 256 shares | $17,920 |
| ULTRA CLEAN HLDGS INC COM | Stock | 90385V107 | — | 221 shares | $17,914 |
| CHENIERE ENERGY INC COM NEW | Stock | 16411R208 | — | 67 shares | $17,910 |
| RESMED INC COM | Stock | 761152107 | — | 81 shares | $17,909 |
| HALLIBURTON CO COM | Stock | 406216101 | — | 563 shares | $17,903 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 94 shares | $17,903 |
| YUM BRANDS INC COM | Stock | 988498101 | — | 131 shares | $17,902 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 35 shares | $17,898 |
| CELSIUS HLDGS INC COM NEW | Stock | 15118V207 | — | 654 shares | $17,887 |
| YUM CHINA HLDGS INC COM | Stock | 98850P109 | — | 435 shares | $17,879 |
| AMERICAN WTR WKS CO INC NEW COM | Stock | 030420103 | — | 138 shares | $17,867 |
| GENERAL MTRS CO COM | Stock | 37045V100 | — | 232 shares | $17,864 |
| YUM BRANDS INC COM | Stock | 988498101 | — | 131 shares | $17,861 |
| HIMAX TECHNOLOGIES INC SPONSORED ADR | ADR | 43289P106 | — | 1,269 shares | $17,855 |
| SMITH & NEPHEW PLC SPDN ADR NEW | ADR | 83175M205 | — | 662 shares | $17,848 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 286 shares | $17,846 |
| ARTISAN PARTNERS ASSET MGMT I CL A | Stock | 04316A108 | — | 494 shares | $17,843 |
| SYNOPSYS INC COM | Stock | 871607107 | — | 41 shares | $17,833 |
| TALEN ENERGY CORP COM | Stock | 87422Q109 | — | 57 shares | $17,823 |
| KOREA ELEC PWR CORP SPONSORED ADR | ADR | 500631106 | — | 1,626 shares | $17,821 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 149 shares | $17,817 |
| KEYCORP COM | Stock | 493267108 | — | 887 shares | $17,802 |
| ROYCE MICRO-CAP TR INC COM | CEF | 780915104 | — | 1,324 shares | $17,799 |
| NLIGHT INC COM | Stock | 65487K100 | — | 457 shares | $17,798 |
| YPF SOCIEDAD ANONIMA SPONSORED ADS | ADR | 984245100 | — | 355 shares | $17,796 |
| FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | ADR | 344419106 | — | 150 shares | $17,784 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 | — | 50 shares | $17,784 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 469 shares | $17,780 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 | — | 427 shares | $17,772 |
| OGE ENERGY CORP COM | Stock | 670837103 | — | 391 shares | $17,759 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 327 shares | $17,756 |
| RLI CORP COM | Stock | 749607107 | — | 321 shares | $17,755 |
| LOEWS CORP COM | Stock | 540424108 | — | 170 shares | $17,753 |
| SERVICE CORP INTL COM | Stock | 817565104 | — | 233 shares | $17,743 |
| LIBERTY MEDIA CORP DEL COM SER C | Stock | 531229755 | — | 192 shares | $17,741 |
| ACUSHNET HLDGS CORP COM | Stock | 005098108 | — | 215 shares | $17,738 |
| FIRST FINANCIAL CORPORATION COM | Stock | 320218100 | — | 240 shares | $17,736 |
| ACM RESH INC COM CL A | Stock | 00108J109 | — | 219 shares | $17,721 |
| NOVA LTD COM | Stock | M7516K103 | — | 46 shares | $17,719 |
| CARNIVAL CORP LTD COMMON SHARES | Stock | G2004J103 | — | 722 shares | $17,718 |
| STMICROELECTRONICS N V NY REGISTRY | ADR | 861012102 | — | 332 shares | $17,716 |
| CENTURY COMMUNITIES INC COM | Stock | 156504300 | — | 294 shares | $17,714 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 93 shares | $17,713 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 195 shares | $17,700 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 254 shares | $17,699 |
| PRICE T ROWE GROUP INC COM | Stock | 74144T108 | — | 170 shares | $17,689 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 405 shares | $17,678 |
| HANMI FINL CORP COM NEW | Stock | 410495204 | — | 572 shares | $17,675 |
| HAYWARD HLDGS INC COM | Stock | 421298100 | — | 1,444 shares | $17,675 |
| AIRBNB INC COM CL A | Stock | 009066101 | — | 110 shares | $17,672 |
| WHEATON PRECIOUS METALS CORP COM | Stock | 962879102 | — | 132 shares | $17,669 |
| ENTERGY CORP NEW COM | Stock | 29364G103 | — | 178 shares | $17,668 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 189 shares | $17,660 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 46429B697 | — | 181 shares | $17,637 |
| TIMKEN CO COM | Stock | 887389104 | — | 151 shares | $17,629 |
| INGREDION INC COM | Stock | 457187102 | — | 184 shares | $17,629 |
| STANDARD BIOTOOLS INC COM | Stock | 34385P108 | — | 23,800 shares | $17,626 |
| CENTRAL PAC FINL CORP COM NEW | Stock | 154760409 | — | 491 shares | $17,622 |
| CLEARWAY ENERGY INC CL C | Stock | 18539C204 | — | 602 shares | $17,621 |
| T-MOBILE US INC COM | Stock | 872590104 | — | 108 shares | $17,613 |
| TRANSDIGM GROUP INC COM | Stock | 893641100 | — | 16 shares | $17,610 |
| VENTAS INC COM | REIT | 92276F100 | — | 207 shares | $17,599 |
| SERVISFIRST BANCSHARES INC COM | Stock | 81768T108 | — | 440 shares | $17,591 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 | — | 93 shares | $17,586 |
| PINNACLE WEST CAP CORP COM | Stock | 723484101 | — | 189 shares | $17,585 |
| TOOTSIE ROLL INDS INC COM | Stock | 890516107 | — | 468 shares | $17,583 |
| PACCAR INC COM | Stock | 693718108 | — | 160 shares | $17,570 |
| EQUIFAX INC COM | Stock | 294429105 | — | 128 shares | $17,567 |
| CDW CORP COM | Stock | 12514G108 | — | 137 shares | $17,558 |
| HCI GROUP INC COM | Stock | 40416E103 | — | 101 shares | $17,556 |
| KT CORP SPONSORED ADR | ADR | 48268K101 | — | 925 shares | $17,529 |
| INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | ETF | 46137V274 | — | 250 shares | $17,525 |
| ADT INC DEL COM | Stock | 00090Q103 | — | 2,881 shares | $17,516 |
| CARVANA CO CL A | Stock | 146869102 | — | 280 shares | $17,511 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 78468R853 | — | 331 shares | $17,510 |
| ELEVANCE HEALTH INC FORMERLY A COM | Stock | 036752103 | — | 45 shares | $17,497 |
| ENPHASE ENERGY INC COM | Stock | 29355A107 | — | 530 shares | $17,485 |
| INSPIRE CORPORATE BOND ETF | ETF | 66538H633 | — | 760 shares | $17,480 |
| UNITED CMNTY BKS BLAIRSVLE GA COM | Stock | 90984P303 | — | 524 shares | $17,475 |
| IMPERIAL OIL LTD COM NEW | Stock | 453038408 | — | 142 shares | $17,473 |
| BLOOM ENERGY CORP COM CL A | Stock | 093712107 | — | 63 shares | $17,450 |
| THE TRADE DESK INC COM CL A | Stock | 88339J105 | — | 1,432 shares | $17,424 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 01609W102 | — | 162 shares | $17,421 |
| IONIS PHARMACEUTICALS INC COM | Stock | 462222100 | — | 390 shares | $17,414 |
| CHARLES RIV LABS INTL INC COM | Stock | 159864107 | — | 59 shares | $17,406 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 | — | 36 shares | $17,405 |
| VIDENT U.S. EQUITY STRATEGY ETF | ETF | 26922A503 | — | 240 shares | $17,402 |
| SANDISK CORP COM | Stock | 80004C200 | — | 10 shares | $17,399 |
| CVB FINL CORP COM | Stock | 126600105 | — | 805 shares | $17,396 |
| CARVANA CO CL A | Stock | 146869102 | — | 278 shares | $17,386 |
| CHEWY INC CL A | Stock | 16679L109 | — | 955 shares | $17,381 |
| HEICO CORP NEW CL A | Stock | 422806208 | — | 76 shares | $17,368 |
| KEURIG DR PEPPER INC COM | Stock | 49271V100 | — | 572 shares | $17,354 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 199 shares | $17,337 |