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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) |
|---|---|---|---|---|---|
| UNITED THERAPEUTICS CORP DEL COM | Stock | 91307C102 | — | 23 shares | $12,463 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 29 shares | $12,462 |
| VAXCYTE INC COM | Stock | 92243G108 | — | 219 shares | $12,461 |
| WW GRAINGER INC COM | Stock | 384802104 | — | 10 shares | $12,458 |
| NORDSON CORP COM | Stock | 655663102 | — | 38 shares | $12,458 |
| AMAZON COM INC COM | Stock | 023135106 | — | 50 shares | $12,458 |
| INGREDION INC COM | Stock | 457187102 | — | 130 shares | $12,455 |
| AMRIZE LTD SHS | Stock | H2927K103 | — | 333 shares | $12,451 |
| CANADIAN IMPERIAL BANK OF COMM COM | Stock | 136069101 | — | 113 shares | $12,450 |
| VERALTO CORP COM SHS | Stock | 92338C103 | — | 132 shares | $12,450 |
| GENUINE PARTS CO COM | Stock | 372460105 | — | 99 shares | $12,448 |
| HORACE MANN EDUCATORS CORP NEW COM | Stock | 440327104 | — | 279 shares | $12,443 |
| ELEVANCE HEALTH INC FORMERLY A COM | Stock | 036752103 | — | 32 shares | $12,442 |
| GRUPO CIBEST SA SPON ADS | ADR | 40090E106 | — | 134 shares | $12,442 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 84 shares | $12,429 |
| AMERICAN INTL GROUP INC COM NEW | Stock | 026874784 | — | 167 shares | $12,428 |
| PAGERDUTY INC COM | Stock | 69553P100 | — | 823 shares | $12,427 |
| EVERPURE INC CL A | Stock | 74624M102 | — | 95 shares | $12,424 |
| KKR REAL ESTATE FIN TR INC COM | REIT | 48251K100 | — | 2,000 shares | $12,420 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 145 shares | $12,418 |
| SPROUTS FMRS MKT INC COM | Stock | 85208M102 | — | 187 shares | $12,407 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 479 shares | $12,397 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | G96629103 | — | 43 shares | $12,394 |
| PDD HOLDINGS INC SPONSORED ADS | ADR | 722304102 | — | 159 shares | $12,392 |
| SITIME CORP COM | Stock | 82982T106 | — | 19 shares | $12,389 |
| SITIME CORP COM | Stock | 82982T106 | — | 19 shares | $12,389 |
| VIATRIS INC COM | Stock | 92556V106 | — | 699 shares | $12,386 |
| DEUTSCHE BK AG NAMEN AKT | Stock | D18190898 | — | 345 shares | $12,382 |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | ETF | 46435G326 | — | 138 shares | $12,380 |
| HELIOS TECHNOLOGIES INC COM | Stock | 42328H109 | — | 182 shares | $12,361 |
| NEW YORK TIMES CO MTN BE CL A | Stock | 650111107 | — | 194 shares | $12,358 |
| CALIFORNIA WTR SVC GROUP COM | Stock | 130788102 | — | 267 shares | $12,354 |
| DOVER CORP COM | Stock | 260003108 | — | 66 shares | $12,345 |
| LIBERTY GLOBAL LTD COM CL C | Stock | G61188127 | — | 1,387 shares | $12,330 |
| IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN | ETF | 06748M196 | — | 700 shares | $12,327 |
| ENTERPRISE FINL SVCS CORP COM | Stock | 293712105 | — | 209 shares | $12,321 |
| NEWS CORP NEW CL A | Stock | 65249B109 | — | 430 shares | $12,320 |
| MANHATTAN ASSOCIATES INC COM | Stock | 562750109 | — | 62 shares | $12,319 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 54 shares | $12,318 |
| PDD HOLDINGS INC SPONSORED ADS | ADR | 722304102 | — | 158 shares | $12,315 |
| U HAUL HOLDING COMPANY COM SER N | Stock | 023586506 | — | 233 shares | $12,314 |
| NEXTPOWER INC COM | Stock | 65290E101 | — | 158 shares | $12,313 |
| BANK OF AMER CORP COM | Stock | 060505104 | — | 226 shares | $12,295 |
| PEBBLEBROOK HOTEL TR COM | REIT | 70509V100 | — | 655 shares | $12,288 |
| CMB.TECH NV SHS | Stock | B38564108 | — | 649 shares | $12,286 |
| MYR GROUP INC COM | Stock | 55405W104 | — | 42 shares | $12,283 |
| TWILIO INC CL A | Stock | 90138F102 | — | 42 shares | $12,283 |
| AVISTA CORP COM | Stock | 05379B107 | — | 350 shares | $12,282 |
| SERVISFIRST BANCSHARES INC COM | Stock | 81768T108 | — | 307 shares | $12,274 |
| CHEMOURS CO COM | Stock | 163851108 | — | 904 shares | $12,267 |
| CAMTEK LTD ORD | Stock | M20791105 | — | 79 shares | $12,265 |
| ROBINHOOD MKTS INC COM CL A | Stock | 770700102 | — | 109 shares | $12,263 |
| LEVI STRAUSS & CO NEW CL A COM STK | Stock | 52736R102 | — | 622 shares | $12,253 |
| INSPERITY INC COM | Stock | 45778Q107 | — | 263 shares | $12,253 |
| EDISON INTL COM | Stock | 281020107 | — | 228 shares | $12,250 |
| TRINITY CAP INC COM | CEF | 896442308 | — | 698 shares | $12,250 |
| QUEST DIAGNOSTICS INC COM | Stock | 74834L100 | — | 53 shares | $12,249 |
| DUOLINGO INC CL A COM | Stock | 26603R106 | — | 86 shares | $12,246 |
| SFL CORPORATION LTD SHS | Stock | G7738W106 | — | 930 shares | $12,239 |
| OUTFRONT MEDIA INC COM NEW | REIT | 69007J304 | — | 441 shares | $12,238 |
| SCHOLASTIC CORP COM | Stock | 807066105 | — | 348 shares | $12,236 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 60 shares | $12,235 |
| ARCBEST CORP COM | Stock | 03937C105 | — | 96 shares | $12,234 |
| CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | ADR | 17133Q502 | — | 269 shares | $12,234 |
| ASBURY AUTOMOTIVE GROUP INC COM | Stock | 043436104 | — | 71 shares | $12,233 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 115 shares | $12,230 |
| MANNKIND CORP COM NEW | Stock | 56400P706 | — | 3,136 shares | $12,230 |
| BROADSTONE NET LEASE INC COM | REIT | 11135E203 | — | 661 shares | $12,229 |
| JETBLUE AIRWAYS CORP COM | Stock | 477143101 | — | 2,888 shares | $12,216 |
| DUPONT DE NEMOURS INC COMMON STOCK | Stock | 26614N201 | — | 94 shares | $12,210 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 150 shares | $12,209 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 | — | 172 shares | $12,207 |
| AMNEAL PHARMACEUTICALS INC COM STK CL A | Stock | 03168L105 | — | 606 shares | $12,205 |
| BARRICK MNG CORP COM SHS | Stock | 06849F108 | — | 300 shares | $12,201 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 30 shares | $12,199 |
| PAYCOM SOFTWARE INC COM | Stock | 70432V102 | — | 56 shares | $12,191 |
| PUBLIC SVC ENTERPRISE GROUP COM | Stock | 744573106 | — | 181 shares | $12,189 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 | — | 28 shares | $12,189 |
| WPP PLC NEW ADR | ADR | 92937A102 | — | 493 shares | $12,187 |
| NETAPP INC COM | Stock | 64110D104 | — | 58 shares | $12,185 |
| TRANSMEDICS GROUP INC COM | Stock | 89377M109 | — | 146 shares | $12,184 |
| INNOVIVA INC COM | Stock | 45781M101 | — | 574 shares | $12,175 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 66 shares | $12,170 |
| CONSOLIDATED EDISON INC COM | Stock | 209115104 | — | 119 shares | $12,163 |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | Stock | G52694109 | — | 163 shares | $12,161 |
| BERKLEY W R CORP COM | Stock | 084423102 | — | 180 shares | $12,157 |
| SUNBELT RENTALS HOLDINGS INC SHS | Stock | 866966104 | — | 166 shares | $12,153 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 18 shares | $12,151 |
| WERIDE INC SPONSORED ADS | ADR | 950915108 | — | 2,288 shares | $12,149 |
| FIRST TRUST CLOUD COMPUTING ETF | ETF | 33734X192 | — | 74 shares | $12,135 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 | — | 16 shares | $12,132 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | ETF | 81369Y209 | — | 72 shares | $12,126 |
| AMDOCS LTD SHS | Stock | G02602103 | — | 212 shares | $12,122 |
| SMITH A O CORP COM | Stock | 831865209 | — | 215 shares | $12,120 |
| AMERICAN ASSETS TR INC COM | REIT | 024013104 | — | 570 shares | $12,118 |
| ALLEGION PLC ORD SHS | Stock | G0176J109 | — | 79 shares | $12,107 |
| CHARLES RIV LABS INTL INC COM | Stock | 159864107 | — | 41 shares | $12,095 |
| RENAISSANCERE HLDGS LTD COM | Stock | G7496G103 | — | 38 shares | $12,093 |
| COHERENT CORP COM | Stock | 19247G107 | — | 42 shares | $12,088 |
| FIRST INDL RLTY TR INC COM | REIT | 32054K103 | — | 203 shares | $12,087 |