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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) |
|---|---|---|---|---|---|
| AVNET INC COM | Stock | 053807103 | — | 147 shares | $14,693 |
| DHT HOLDINGS INC SHS NEW | Stock | Y2065G121 | — | 651 shares | $14,693 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 231 shares | $14,689 |
| BLOOM ENERGY CORP COM CL A | Stock | 093712107 | — | 53 shares | $14,680 |
| SASOL LTD SPONSORED ADR | ADR | 803866300 | — | 1,062 shares | $14,677 |
| INTEL CORP COM | Stock | 458140100 | — | 122 shares | $14,668 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 336 shares | $14,666 |
| FIRST CMNTY BANKSHARES INC VA COM | Stock | 31983A103 | — | 312 shares | $14,661 |
| TFS FINL CORP COM | Stock | 87240R107 | — | 905 shares | $14,661 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 80 shares | $14,648 |
| PEOPLE INC COM NEW | Stock | 44891N208 | — | 349 shares | $14,644 |
| RENAISSANCERE HLDGS LTD COM | Stock | G7496G103 | — | 46 shares | $14,639 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | 539439109 | — | 2,600 shares | $14,638 |
| DOORDASH INC CL A | Stock | 25809K105 | — | 80 shares | $14,636 |
| UNITED THERAPEUTICS CORP DEL COM | Stock | 91307C102 | — | 27 shares | $14,631 |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | ADR | 02390A101 | — | 690 shares | $14,621 |
| MURPHY USA INC COM | Stock | 626755102 | — | 29 shares | $14,617 |
| CENTRAL GARDEN & PET CO CL A NON-VTG | Stock | 153527205 | — | 436 shares | $14,615 |
| INTUIT COM | Stock | 461202103 | — | 53 shares | $14,613 |
| MILLERKNOLL INC COM | Stock | 600544100 | — | 743 shares | $14,607 |
| PATTERSON-UTI ENERGY INC COM | Stock | 703481101 | — | 1,337 shares | $14,600 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 64 shares | $14,599 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 18 shares | $14,594 |
| SUMITOMO MITSUI FIN GRP INC SPONSORED ADS | ADR | 86562M209 | — | 563 shares | $14,587 |
| MARZETTI COMPANY COM | Stock | 513847103 | — | 147 shares | $14,581 |
| ESCO TECHNOLOGIES INC COM | Stock | 296315104 | — | 55 shares | $14,581 |
| PRA GROUP INC COM | Stock | 69354N106 | — | 748 shares | $14,579 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 130 shares | $14,572 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 15 shares | $14,569 |
| VALE S A SPONSORED ADS | ADR | 91912E105 | — | 1,086 shares | $14,563 |
| PREFERRED BK LOS ANGELES CA COM NEW | Stock | 740367404 | — | 139 shares | $14,557 |
| GENMAB A/S SPONSORED ADS | ADR | 372303206 | — | 408 shares | $14,555 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 316 shares | $14,549 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 133 shares | $14,548 |
| PITNEY BOWES INC COM | Stock | 724479100 | — | 891 shares | $14,541 |
| FIRST SOLAR INC COM | Stock | 336433107 | — | 83 shares | $14,538 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 127387108 | — | 44 shares | $14,528 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 47 shares | $14,523 |
| BROADSTONE NET LEASE INC COM | REIT | 11135E203 | — | 785 shares | $14,523 |
| TRADEWEB MKTS INC CL A | Stock | 892672106 | — | 144 shares | $14,521 |
| KKR & CO INC COM | Stock | 48251W104 | — | 159 shares | $14,517 |
| FORTREA HLDGS INC COMMON STOCK | Stock | 34965K107 | — | 727 shares | $14,504 |
| CRH PLC ORD | Stock | G25508105 | — | 175 shares | $14,503 |
| WATERS CORP COM | Stock | 941848103 | — | 33 shares | $14,500 |
| WATERS CORP COM | Stock | 941848103 | — | 33 shares | $14,500 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 | — | 90 shares | $14,499 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 8 shares | $14,493 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 232 shares | $14,477 |
| PIEDMONT REALTY TRUST INC COM CL A | REIT | 720190206 | — | 1,624 shares | $14,454 |
| UNITY SOFTWARE INC COM | Stock | 91332U101 | — | 353 shares | $14,448 |
| NORTHERN TRUST ULTRA-SHORT INCOME ETF | ETF | 33939L886 | — | 192 shares | $14,446 |
| SPROTT INC COM NEW | Stock | 852066208 | — | 121 shares | $14,445 |
| UBS GROUP AG SHS | Stock | H42097107 | — | 300 shares | $14,439 |
| SWEETGREEN INC COM CL A | Stock | 87043Q108 | — | 1,627 shares | $14,431 |
| VERALTO CORP COM SHS | Stock | 92338C103 | — | 153 shares | $14,431 |
| MAIN THEMATIC INNOVATION ETF | ETF | 66538H278 | — | 484 shares | $14,429 |
| U HAUL HOLDING COMPANY COM SER N | Stock | 023586506 | — | 273 shares | $14,428 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 65 shares | $14,421 |
| FIRST CTZNS BANCSHARES INC DEL CL A | Stock | 31946M103 | — | 7 shares | $14,421 |
| TEMPUS AI INC CL A | Stock | 88023B103 | — | 176 shares | $14,414 |
| MODINE MFG CO COM | Stock | 607828100 | — | 77 shares | $14,414 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | — | 287 shares | $14,410 |
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 108 shares | $14,406 |
| KKR REAL ESTATE FIN TR INC COM | REIT | 48251K100 | — | 2,319 shares | $14,401 |
| ECHOSTAR CORP CL A | Stock | 278768106 | — | 161 shares | $14,395 |
| ATI INC COM | Stock | 01741R102 | — | 76 shares | $14,394 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 | — | 30 shares | $14,394 |
| KENVUE INC COM | Stock | 49177J102 | — | 815 shares | $14,393 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 | — | 33 shares | $14,366 |
| CORTEVA INC COM | Stock | 22052L104 | — | 185 shares | $14,365 |
| PEDIATRIX MEDICAL GROUP INC COM | Stock | 58502B106 | — | 558 shares | $14,357 |
| HOWARD HUGHES HOLDINGS INC COM | Stock | 44267T102 | — | 195 shares | $14,356 |
| VALMONT INDS INC COM | Stock | 920253101 | — | 31 shares | $14,352 |
| STANTEC INC COM | Stock | 85472N109 | — | 213 shares | $14,348 |
| GRAPHIC PACKAGING HLDG CO COM | Stock | 388689101 | — | 1,585 shares | $14,344 |
| GARMIN LTD SHS | Stock | H2906T109 | — | 50 shares | $14,342 |
| TRUESHARES S&P AUTOCALLABLE DEFENSIVE INCOME ETF | ETF | 210322574 | — | 565 shares | $14,339 |
| INTUIT COM | Stock | 461202103 | — | 52 shares | $14,337 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 41 shares | $14,326 |
| VALERO ENERGY CORP COM | Stock | 91913Y100 | — | 37 shares | $14,317 |
| ISHARES GNMA BOND ETF | ETF | 46429B333 | — | 342 shares | $14,316 |
| GENPACT LIMITED SHS | Stock | G3922B107 | — | 440 shares | $14,313 |
| MASCO CORP COM | Stock | 574599106 | — | 212 shares | $14,289 |
| KINROSS GOLD CORP COM | Stock | 496902404 | — | 593 shares | $14,279 |
| PULTE GROUP INC COM | Stock | 745867101 | — | 123 shares | $14,275 |
| INSMED INC COM PAR $.01 | Stock | 457669307 | — | 125 shares | $14,268 |
| KELLY SVCS INC CL A | Stock | 488152208 | — | 880 shares | $14,265 |
| ACUITY INC COM | Stock | 00508Y102 | — | 46 shares | $14,251 |
| IDACORP INC COM | Stock | 451107106 | — | 109 shares | $14,250 |
| ISHARES CONVERTIBLE BOND ETF | ETF | 46435G102 | — | 126 shares | $14,247 |
| VERTIV HOLDINGS CO COM CL A | Stock | 92537N108 | — | 59 shares | $14,244 |
| RAYMOND JAMES FINL INC COM | Stock | 754730109 | — | 90 shares | $14,241 |
| BOISE CASCADE CO DEL COM | Stock | 09739D100 | — | 192 shares | $14,237 |
| PINNACLE WEST CAP CORP COM | Stock | 723484101 | — | 153 shares | $14,235 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 166 shares | $14,225 |
| NUVEEN MUN HIGH INCOME OPPORTU COM | CEF | 670682103 | — | 1,587 shares | $14,220 |
| ARCUTIS BIOTHERAPEUTICS INC COM | Stock | 03969K108 | — | 538 shares | $14,219 |
| STATE STR CORP COM | Stock | 857477103 | — | 81 shares | $14,217 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 76 shares | $14,216 |
| GENPACT LIMITED SHS | Stock | G3922B107 | — | 437 shares | $14,216 |