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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) |
|---|---|---|---|---|---|
| TANDEM DIABETES CARE INC COM NEW | Stock | 875372203 | — | 741 shares | $12,086 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 28176E108 | — | 140 shares | $12,085 |
| COEUR MNG INC COM NEW | Stock | 192108504 | — | 686 shares | $12,074 |
| SAILPOINT INC COM | Stock | 78781J109 | — | 593 shares | $12,073 |
| VIA TRANSN INC COM CL A | Stock | 92556W104 | — | 399 shares | $12,070 |
| FRONTDOOR INC COM | Stock | 35905A109 | — | 165 shares | $12,065 |
| BROADSTONE NET LEASE INC COM | REIT | 11135E203 | — | 652 shares | $12,062 |
| BIRKENSTOCK HOLDING PLC COM SHS | Stock | M2029K104 | — | 372 shares | $12,057 |
| ALLIENT INC COM | Stock | 019330109 | — | 108 shares | $12,053 |
| ISHARES U.S. INFRASTRUCTURE ETF | ETF | 46435U713 | — | 219 shares | $12,052 |
| NU HLDGS LTD ORD SHS CL A | Stock | G6683N103 | — | 952 shares | $12,052 |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | ADR | 00215W100 | — | 271 shares | $12,049 |
| ALCON AG ORD SHS | Stock | H01301128 | — | 186 shares | $12,044 |
| CORTEVA INC COM | Stock | 22052L104 | — | 155 shares | $12,036 |
| CHARGEPOINT HOLDINGS INC COM SHS | Stock | 15961R303 | — | 1,193 shares | $12,025 |
| DEUTSCHE BK AG NAMEN AKT | Stock | D18190898 | — | 335 shares | $12,023 |
| MOELIS & CO CL A | Stock | 60786M105 | — | 209 shares | $12,022 |
| KIMCO REALTY CORP COM | REIT | 49446R109 | — | 541 shares | $12,016 |
| CONOCOPHILLIPS COM | Stock | 20825C104 | — | 96 shares | $12,014 |
| SEI INVTS CO COM | Stock | 784117103 | — | 117 shares | $12,011 |
| SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | G8060N102 | — | 289 shares | $12,011 |
| FRESHWORKS INC CLASS A COM | Stock | 358054104 | — | 939 shares | $12,010 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 83 shares | $12,004 |
| EXPEDITORS INTL WASH INC COM | Stock | 302130109 | — | 65 shares | $12,002 |
| MADDEN STEVEN LTD COM | Stock | 556269108 | — | 268 shares | $11,998 |
| NNN REIT INC COM | REIT | 637417106 | — | 292 shares | $11,998 |
| COHU INC COM | Stock | 192576106 | — | 176 shares | $11,993 |
| TRIMBLE INC COM | Stock | 896239100 | — | 210 shares | $11,993 |
| TG THERAPEUTICS INC COM | Stock | 88322Q108 | — | 215 shares | $11,993 |
| ON SEMICONDUCTOR CORP COM | Stock | 682189105 | — | 156 shares | $11,992 |
| ORION S.A. COM | Stock | L72967109 | — | 2,132 shares | $11,982 |
| EAGLE MATLS INC COM | Stock | 26969P108 | — | 70 shares | $11,971 |
| ROCKET COS INC COM CL A | Stock | 77311W101 | — | 1,040 shares | $11,970 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 103 shares | $11,954 |
| ISHARES LONG-TERM NATIONAL MUNI BOND ETF | ETF | 46438G448 | — | 257 shares | $11,953 |
| SUPER MICRO COMPUTER INC COM NEW | Stock | 86800U302 | — | 291 shares | $11,951 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 70 shares | $11,947 |
| BARCLAYS PLC ADR | ADR | 06738E204 | — | 492 shares | $11,941 |
| CINEMARK HLDGS INC COM | Stock | 17243V102 | — | 320 shares | $11,936 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 64 shares | $11,930 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 197 shares | $11,922 |
| JOHNSON OUTDOORS INC CL A | Stock | 479167108 | — | 273 shares | $11,916 |
| MATADOR RES CO COM | Stock | 576485205 | — | 231 shares | $11,915 |
| ASPEN AEROGELS INC COM | Stock | 04523Y105 | — | 2,174 shares | $11,914 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 45 shares | $11,913 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 | — | 63 shares | $11,913 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 58 shares | $11,909 |
| QORVO INC COM | Stock | 74736K101 | — | 104 shares | $11,906 |
| LOEWS CORP COM | Stock | 540424108 | — | 114 shares | $11,905 |
| VENTAS INC COM | REIT | 92276F100 | — | 140 shares | $11,903 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 134 shares | $11,903 |
| FREEPORT MCMORAN INC CL B | Stock | 35671D857 | — | 170 shares | $11,900 |
| GSK PLC SPONSORED ADR | ADR | 37733W204 | — | 247 shares | $11,898 |
| INSTALLED BLDG PRODS INC COM | Stock | 45780R101 | — | 62 shares | $11,897 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 36266G107 | — | 182 shares | $11,897 |
| DAVE INC CLASS A COM NEW | Stock | 23834J201 | — | 37 shares | $11,896 |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | ETF | 46435U853 | — | 333 shares | $11,895 |
| NAVIENT CORPORATION COM | Stock | 63938C108 | — | 1,311 shares | $11,891 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 38059T106 | — | 329 shares | $11,883 |
| PEABODY ENERGY CORP COM | Stock | 704551100 | — | 487 shares | $11,878 |
| ROKU INC COM CL A | Stock | 77543R102 | — | 78 shares | $11,878 |
| ROKU INC COM CL A | Stock | 77543R102 | — | 78 shares | $11,878 |
| HEICO CORP NEW CL A | Stock | 422806208 | — | 52 shares | $11,873 |
| WIPRO LTD SPON ADR 1 SH | ADR | 97651M109 | — | 7,191 shares | $11,865 |
| AXOS FINANCIAL INC COM | Stock | 05465C100 | — | 137 shares | $11,860 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 120 shares | $11,860 |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | Stock | 113004105 | — | 266 shares | $11,858 |
| Financial Select Sector SPDR ETF | ETF | 81369Y605 | — | 222 shares | $11,855 |
| MSCI INC COM | Stock | 55354G100 | — | 22 shares | $11,851 |
| RADIAN GROUP INC COM | Stock | 750236101 | — | 387 shares | $11,846 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 46 shares | $11,845 |
| GENMAB A/S SPONSORED ADS | ADR | 372303206 | — | 332 shares | $11,844 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 43 shares | $11,837 |
| OTIS WORLDWIDE CORP COM | Stock | 68902V107 | — | 184 shares | $11,835 |
| PAYLOCITY HLDG CORP COM | Stock | 70438V106 | — | 83 shares | $11,833 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | — | 62 shares | $11,831 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 36 shares | $11,826 |
| BROWN & BROWN INC COM | Stock | 115236101 | — | 194 shares | $11,815 |
| EASTERLY GOVT PPTYS INC COM SHS | REIT | 27616P301 | — | 509 shares | $11,809 |
| CHORD ENERGY CORPORATION COM NEW | Stock | 674215207 | — | 88 shares | $11,798 |
| NABORS INDUSTRIES LTD SHS | Stock | G6359F137 | — | 151 shares | $11,796 |
| INFOSYS LTD SPONSORED ADR | ADR | 456788108 | — | 1,096 shares | $11,793 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 96 shares | $11,793 |
| AIB DATA CENTERS INC COM | Stock | 093919108 | — | 8,866 shares | $11,792 |
| NEWTEKONE INC COM NEW | Stock | 652526203 | — | 1,059 shares | $11,787 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 63 shares | $11,784 |
| CENTRAL GARDEN & PET CO COM | Stock | 153527106 | — | 303 shares | $11,784 |
| VALARIS LTD CL A | Stock | G9460G101 | — | 150 shares | $11,778 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 79 shares | $11,775 |
| CAVCO INDS INC DEL COM | Stock | 149568107 | — | 21 shares | $11,765 |
| NRG ENERGY INC COM NEW | Stock | 629377508 | — | 123 shares | $11,765 |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | Stock | 98980F104 | — | 3,103 shares | $11,760 |
| EURONET WORLDWIDE INC COM | Stock | 298736109 | — | 187 shares | $11,757 |
| NETEASE COM INC SPONSORED ADS | ADR | 64110W102 | — | 97 shares | $11,753 |
| ALKERMES PLC SHS | Stock | G01767105 | — | 290 shares | $11,751 |
| HARTFORD INSURANCE GROUP INC COM | Stock | 416515104 | — | 96 shares | $11,747 |
| VIAVI SOLUTIONS INC COM | Stock | 925550105 | — | 280 shares | $11,738 |
| AMERICAN SUPERCONDUCTOR CORP SHS NEW | Stock | 030111207 | — | 403 shares | $11,731 |
| AIRBNB INC COM CL A | Stock | 009066101 | — | 73 shares | $11,727 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 101 shares | $11,722 |