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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) |
|---|---|---|---|---|---|
| VAXCYTE INC COM | Stock | 92243G108 | — | 206 shares | $11,721 |
| ZILLOW GROUP INC CL C CAP STK | Stock | 98954M200 | — | 432 shares | $11,720 |
| TIM S A SPONSORED ADR | ADR | 88706T108 | — | 656 shares | $11,710 |
| OMNICOM GROUP INC COM | Stock | 681919106 | — | 159 shares | $11,707 |
| NATWEST GROUP PLC SPONS ADR | ADR | 639057207 | — | 645 shares | $11,707 |
| INVESCO LTD SHS | Stock | G491BT108 | — | 388 shares | $11,702 |
| ONTO INNOVATION INC COM | Stock | 683344105 | — | 38 shares | $11,697 |
| LIBERTY ENERGY INC COM CL A | Stock | 53115L104 | — | 642 shares | $11,697 |
| SUNSTONE HOTEL INVS INC NEW COM | REIT | 867892101 | — | 1,043 shares | $11,692 |
| RALLIANT CORP COM | Stock | 750940108 | — | 169 shares | $11,690 |
| QXO INC COM NEW | Stock | 82846H405 | — | 1,000 shares | $11,690 |
| HUBSPOT INC COM | Stock | 443573100 | — | 57 shares | $11,684 |
| CHEWY INC CL A | Stock | 16679L109 | — | 642 shares | $11,684 |
| NICE LTD SPONSORED ADR | ADR | 653656108 | — | 105 shares | $11,683 |
| MATIV HOLDINGS INC COM | Stock | 808541106 | — | 1,008 shares | $11,683 |
| SAP SE SPON ADR | ADR | 803054204 | — | 56 shares | $11,675 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 281 shares | $11,673 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 154 shares | $11,664 |
| EXLSERVICE HLDGS INC COM | Stock | 302081104 | — | 339 shares | $11,655 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 124 shares | $11,651 |
| ROBERT HALF INC. COM | Stock | 770323103 | — | 317 shares | $11,650 |
| RITHM CAPITAL CORP COM NEW | REIT | 64828T201 | — | 1,304 shares | $11,645 |
| ERMENEGILDO ZEGNA N V ORD SHS | Stock | N30577105 | — | 931 shares | $11,638 |
| ACUSHNET HLDGS CORP COM | Stock | 005098108 | — | 141 shares | $11,633 |
| WINTRUST FINL CORP COM | Stock | 97650W108 | — | 82 shares | $11,629 |
| TERADYNE INC COM | Stock | 880770102 | — | 29 shares | $11,626 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 56 shares | $11,620 |
| ALASKA AIR GROUP INC COM | Stock | 011659109 | — | 300 shares | $11,610 |
| PFIZER INC COM | Stock | 717081103 | — | 407 shares | $11,608 |
| PGIM S&P 500 BUFFER 12 ETF - FEBRUARY | ETF | 69420N304 | — | 332 shares | $11,606 |
| GRAB HOLDINGS LIMITED CLASS A ORD | Stock | G4124C109 | — | 3,729 shares | $11,597 |
| SABRA HEALTH CARE REIT INC COM | REIT | 78573L106 | — | 588 shares | $11,595 |
| WISDOMTREE EUROPE HEDGED EQUITY FUND | ETF | 97717X701 | — | 209 shares | $11,591 |
| ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF | ETF | 46436E510 | — | 215 shares | $11,589 |
| COMFORT SYS USA INC COM | Stock | 199908104 | — | 7 shares | $11,579 |
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 95 shares | $11,574 |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | ETF | 46429B689 | — | 127 shares | $11,572 |
| INDEPENDENT BK CORP MASS COM | Stock | 453836108 | — | 149 shares | $11,570 |
| PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | ETF | 72201R817 | — | 126 shares | $11,567 |
| GARTNER INC COM | Stock | 366651107 | — | 62 shares | $11,565 |
| TARSUS PHARMACEUTICALS INC COM | Stock | 87650L103 | — | 147 shares | $11,556 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 105 shares | $11,549 |
| IRIDIUM COMMUNICATIONS INC COM | Stock | 46269C102 | — | 241 shares | $11,544 |
| STATE STREET SPDR DOW JONES REIT ETF | ETF | 78464A607 | — | 110 shares | $11,541 |
| AMERICAN AIRLINES GROUP INC COM | Stock | 02376R102 | — | 863 shares | $11,538 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | G96629103 | — | 40 shares | $11,529 |
| FIDELITY MSCI UTILITIES INDEX ETF | ETF | 316092865 | — | 226 shares | $11,527 |
| MAGNA INTL INC COM | Stock | 559222401 | — | 181 shares | $11,524 |
| GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | ADR | 40051E202 | — | 49 shares | $11,524 |
| SONOCO PRODS CO COM | Stock | 835495102 | — | 236 shares | $11,522 |
| PENTAIR PLC SHS | Stock | G7S00T104 | — | 217 shares | $11,515 |
| COHERENT CORP COM | Stock | 19247G107 | — | 40 shares | $11,512 |
| NETEASE COM INC SPONSORED ADS | ADR | 64110W102 | — | 95 shares | $11,510 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 29 shares | $11,505 |
| HEARTFLOW INC COM | Stock | 42238D107 | — | 231 shares | $11,492 |
| HAFNIA LTD SHS | Stock | Y2990R101 | — | 1,156 shares | $11,491 |
| FIRST AMERN FINL CORP COM | Stock | 31847R102 | — | 189 shares | $11,480 |
| H WORLD GROUP LTD SPONSORED ADS | ADR | 44332N106 | — | 268 shares | $11,470 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 60687Y109 | — | 1,038 shares | $11,470 |
| GORMAN RUPP CO COM | Stock | 383082104 | — | 154 shares | $11,470 |
| TYLER TECHNOLOGIES INC COM | Stock | 902252105 | — | 36 shares | $11,470 |
| NORTHERN TRUST DISCIPLINED DURATION MBS ETF | ETF | 33939L779 | — | 577 shares | $11,468 |
| EAGLE MATLS INC COM | Stock | 26969P108 | — | 67 shares | $11,458 |
| BITWISE BITCOIN ETF TRUST | ETF | 09174C104 | — | 253 shares | $11,457 |
| NUCOR CORP COM | Stock | 670346105 | — | 49 shares | $11,454 |
| CULLINAN THERAPEUTICS INC COM | Stock | 230031106 | — | 746 shares | $11,451 |
| HIGHPEAK ENERGY INC COM | Stock | 43114Q105 | — | 1,403 shares | $11,448 |
| VIKING THERAPEUTICS INC COM | Stock | 92686J106 | — | 351 shares | $11,443 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | 74743L100 | — | 91 shares | $11,442 |
| NORTHERN OIL & GAS INC COM | Stock | 665531307 | — | 500 shares | $11,440 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 52 shares | $11,436 |
| INVESCO LTD SHS | Stock | G491BT108 | — | 379 shares | $11,431 |
| KROGER CO COM | Stock | 501044101 | — | 195 shares | $11,431 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 275 shares | $11,424 |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | ETF | 46429B689 | — | 125 shares | $11,420 |
| PACCAR INC COM | Stock | 693718108 | — | 104 shares | $11,420 |
| JPMORGAN MUNICIPAL ETF | ETF | 46641Q647 | — | 240 shares | $11,419 |
| FERROVIAL NV ORD SHS | Stock | N3168P101 | — | 211 shares | $11,415 |
| VERISK ANALYTICS INC COM | Stock | 92345Y106 | — | 68 shares | $11,414 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 25 shares | $11,405 |
| NEWMARK GROUP INC CL A | Stock | 65158N102 | — | 930 shares | $11,402 |
| UNIVERSAL DISPLAY CORP COM | Stock | 91347P105 | — | 148 shares | $11,402 |
| GARRETT MOTION INC COM | Stock | 366505105 | — | 438 shares | $11,401 |
| AXIS CAP HLDGS LTD SHS | Stock | G0692U109 | — | 121 shares | $11,398 |
| ERIE INDTY CO CL A | Stock | 29530P102 | — | 52 shares | $11,396 |
| GENIUS SPORTS LIMITED SHARES CL A | Stock | G3934V109 | — | 1,988 shares | $11,391 |
| ISHARES MBS ETF | ETF | 464288588 | — | 127 shares | $11,382 |
| GILDAN ACTIVEWEAR INC COM | Stock | 375916103 | — | 267 shares | $11,382 |
| PUBLIC SVC ENTERPRISE GROUP COM | Stock | 744573106 | — | 169 shares | $11,380 |
| UPSTART HLDGS INC COM | Stock | 91680M107 | — | 495 shares | $11,380 |
| HAMILTON LANE INC CL A | Stock | 407497106 | — | 131 shares | $11,379 |
| SPS COMM INC COM | Stock | 78463M107 | — | 138 shares | $11,377 |
| TOTALENERGIES SE ACT | Stock | F92124100 | — | 133 shares | $11,372 |
| INVESCO LTD SHS | Stock | G491BT108 | — | 377 shares | $11,370 |
| PRUDENTIAL FINL INC COM | Stock | 744320102 | — | 100 shares | $11,358 |
| AEHR TEST SYS COM | Stock | 00760J108 | — | 114 shares | $11,357 |
| KLAVIYO INC COM SER A | Stock | 49845K101 | — | 722 shares | $11,357 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | Stock | 50077B207 | — | 266 shares | $11,356 |
| ECHOSTAR CORP CL A | Stock | 278768106 | — | 127 shares | $11,355 |
| TENABLE HLDGS INC COM | Stock | 88025T102 | — | 312 shares | $11,354 |