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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) |
|---|---|---|---|---|---|
| BROOKFIELD CORP CL A LTD VT SH | Stock | 11271J107 | — | 264 shares | $9,613 |
| RIO TINTO PLC SPONSORED ADR | ADR | 767204100 | — | 102 shares | $9,605 |
| FRESENIUS MEDICAL CARE AG SPONSORED ADR | ADR | 358029106 | — | 429 shares | $9,601 |
| ISHARES GLOBAL HEALTHCARE ETF | ETF | 464287325 | — | 94 shares | $9,599 |
| BRINKS CO COM | Stock | 109696104 | — | 95 shares | $9,594 |
| ROKU INC COM CL A | Stock | 77543R102 | — | 63 shares | $9,594 |
| PINNACLE WEST CAP CORP COM | Stock | 723484101 | — | 103 shares | $9,583 |
| ADVANCED ENERGY INDS COM | Stock | 007973100 | — | 34 shares | $9,582 |
| AXCELIS TECHNOLOGIES INC COM NEW | Stock | 054540208 | — | 73 shares | $9,576 |
| MAXLINEAR INC COM | Stock | 57776J100 | — | 106 shares | $9,573 |
| ACADIAN ASSET MANAGEMENT INC COM | Stock | 10948W103 | — | 104 shares | $9,571 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 60687Y109 | — | 866 shares | $9,569 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 82 shares | $9,567 |
| CHIME FINL INC COM SHS CL A | Stock | 16935C109 | — | 359 shares | $9,564 |
| REGENCY CTRS CORP COM | REIT | 758849103 | — | 133 shares | $9,560 |
| PAGERDUTY INC COM | Stock | 69553P100 | — | 633 shares | $9,558 |
| WESTERN DIGITAL CORP COM | Stock | 958102105 | — | 21 shares | $9,557 |
| GENUINE PARTS CO COM | Stock | 372460105 | — | 76 shares | $9,556 |
| AGREE RLTY CORP COM | REIT | 008492100 | — | 143 shares | $9,554 |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 636274409 | — | 126 shares | $9,553 |
| ESAB CORPORATION COM | Stock | 29605J106 | — | 145 shares | $9,553 |
| ACADIA PHARMACEUTICALS INC COM | Stock | 004225108 | — | 474 shares | $9,551 |
| CALIFORNIA RES CORP COM STOCK | Stock | 13057Q305 | — | 188 shares | $9,550 |
| FINANCIAL INSTITUTIONS INC COM | Stock | 317585404 | — | 245 shares | $9,550 |
| TRANSOCEAN LTD REGISTERED SHS | Stock | H8817H100 | — | 1,822 shares | $9,547 |
| DOORDASH INC CL A | Stock | 25809K105 | — | 52 shares | $9,545 |
| FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | ETF | 33718M105 | — | 109 shares | $9,543 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 126 shares | $9,543 |
| ONTO INNOVATION INC COM | Stock | 683344105 | — | 31 shares | $9,542 |
| VOYA FINANCIAL INC COM | Stock | 929089100 | — | 101 shares | $9,542 |
| MOOG INC CL A | Stock | 615394202 | — | 25 shares | $9,537 |
| VISHAY INTERTECHNOLOGY INC COM | Stock | 928298108 | — | 293 shares | $9,537 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 24 shares | $9,535 |
| LEGALZOOM COM INC COM | Stock | 52466B103 | — | 1,699 shares | $9,531 |
| SELECTIVE INS GROUP INC COM | Stock | 816300107 | — | 114 shares | $9,530 |
| BIRKENSTOCK HOLDING PLC COM SHS | Stock | M2029K104 | — | 294 shares | $9,529 |
| GERMAN AMERN BANCORP INC COM | Stock | 373865104 | — | 197 shares | $9,527 |
| INVENTRUST PPTYS CORP COM NEW | REIT | 46124J201 | — | 316 shares | $9,527 |
| ONEMAIN HLDGS INC COM | Stock | 68268W103 | — | 172 shares | $9,527 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 9 shares | $9,525 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 9 shares | $9,525 |
| WSFS FINL CORP COM | Stock | 929328102 | — | 126 shares | $9,522 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | ETF | 33733E302 | — | 33 shares | $9,519 |
| CURBLINE PPTYS CORP COM | REIT | 23128Q101 | — | 342 shares | $9,518 |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 76954A103 | — | 637 shares | $9,517 |
| EMERSON ELEC CO COM | Stock | 291011104 | — | 61 shares | $9,516 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 71 shares | $9,515 |
| FIDELITY MSCI REAL ESTATE INDEX ETF | ETF | 316092857 | — | 350 shares | $9,513 |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 099502106 | — | 137 shares | $9,511 |
| EDISON INTL COM | Stock | 281020107 | — | 177 shares | $9,510 |
| KEROS THERAPEUTICS INC COM | Stock | 492327101 | — | 834 shares | $9,508 |
| CLEARBRIDGE LARGE CAP GROWTH SELECT ETF | ETF | 524682200 | — | 105 shares | $9,508 |
| ATLASSIAN CORPORATION CL A | Stock | 049468101 | — | 53 shares | $9,502 |
| GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR | ADR | 399909100 | — | 255 shares | $9,496 |
| EXELON CORP COM | Stock | 30161N101 | — | 235 shares | $9,494 |
| UMB FINL CORP COM | Stock | 902788108 | — | 73 shares | $9,491 |
| TOTALENERGIES SE ACT | Stock | F92124100 | — | 111 shares | $9,491 |
| FIRST ADVANTAGE CORP NEW COM | Stock | 31846B108 | — | 533 shares | $9,487 |
| PTC INC COM | Stock | 69370C100 | — | 68 shares | $9,486 |
| NORTHERN TR CORP COM | Stock | 665859104 | — | 56 shares | $9,484 |
| MOBILEYE GLOBAL INC COMMON CLASS A | Stock | 60741F104 | — | 1,283 shares | $9,481 |
| ADTRAN HOLDINGS INC COM | Stock | 00486H105 | — | 1,387 shares | $9,480 |
| KEYCORP COM | Stock | 493267108 | — | 472 shares | $9,473 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 423 shares | $9,471 |
| JONES LANG LASALLE INC COM | Stock | 48020Q107 | — | 31 shares | $9,471 |
| PEDIATRIX MEDICAL GROUP INC COM | Stock | 58502B106 | — | 368 shares | $9,469 |
| PEDIATRIX MEDICAL GROUP INC COM | Stock | 58502B106 | — | 368 shares | $9,469 |
| FOUR CORNERS PPTY TR INC COM | REIT | 35086T109 | — | 435 shares | $9,466 |
| INCYTE CORP COM | Stock | 45337C102 | — | 78 shares | $9,465 |
| TEVA PHARMACEUTICAL INDS LTD SHS | ADR | M8769Q102 | — | 239 shares | $9,464 |
| CANADIAN NAT RES LTD MED TERM COM | Stock | 136385101 | — | 201 shares | $9,461 |
| XENCOR INC COM | Stock | 98401F105 | — | 379 shares | $9,456 |
| HORACE MANN EDUCATORS CORP NEW COM | Stock | 440327104 | — | 212 shares | $9,455 |
| LANTHEUS HLDGS INC COM | Stock | 516544103 | — | 95 shares | $9,455 |
| BRISTOW GROUP INC COM | Stock | 11040G103 | — | 232 shares | $9,447 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 65 shares | $9,443 |
| REVOLUTION MEDICINES INC COM | Stock | 76155X100 | — | 46 shares | $9,442 |
| MATADOR RES CO COM | Stock | 576485205 | — | 183 shares | $9,439 |
| HEALTHCARE RLTY TR CL A COM | REIT | 42226K105 | — | 532 shares | $9,438 |
| CITIZENS FINL GROUP INC COM | Stock | 174610105 | — | 148 shares | $9,436 |
| WP CAREY INC COM | REIT | 92936U109 | — | 146 shares | $9,436 |
| SUNOCOCORP LLC COM SHS LLC | Stock | 86765Q106 | — | 129 shares | $9,435 |
| SOFI TECHNOLOGIES INC COM | Stock | 83406F102 | — | 600 shares | $9,432 |
| DELTA AIR LINES INC COM NEW | Stock | 247361702 | — | 113 shares | $9,431 |
| MONOLITHIC PWR SYS INC COM | Stock | 609839105 | — | 7 shares | $9,431 |
| IRON MTN INC DEL COM | REIT | 46284V101 | — | 85 shares | $9,431 |
| PULTE GROUP INC COM | Stock | 745867101 | — | 81 shares | $9,430 |
| ASSOCIATED BANC-CORP COM | Stock | 045487105 | — | 329 shares | $9,426 |
| JUMIA TECHNOLOGIES AG SPONSORED ADS | ADR | 48138M105 | — | 1,417 shares | $9,423 |
| VANGUARD RUSSELL 2000 VALUE ETF | ETF | 92206C649 | — | 51 shares | $9,421 |
| CHENIERE ENERGY INC COM NEW | Stock | 16411R208 | — | 35 shares | $9,416 |
| KINROSS GOLD CORP COM | Stock | 496902404 | — | 391 shares | $9,415 |
| KENVUE INC COM | Stock | 49177J102 | — | 533 shares | $9,413 |
| T. ROWE PRICE BLUE CHIP GROWTH ETF | ETF | 87283Q107 | — | 183 shares | $9,408 |
| VISTRA CORP COM | Stock | 92840M102 | — | 68 shares | $9,408 |
| LINDSAY CORP COM | Stock | 535555106 | — | 84 shares | $9,403 |
| ADDUS HOMECARE CORP COM | Stock | 006739106 | — | 85 shares | $9,396 |
| URBAN OUTFITTERS INC COM | Stock | 917047102 | — | 123 shares | $9,395 |
| SEACOAST BKG CORP FLA COM NEW | Stock | 811707801 | — | 295 shares | $9,390 |
| KINETIK HOLDINGS INC COM NEW CL A | Stock | 02215L209 | — | 187 shares | $9,387 |