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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) |
|---|---|---|---|---|---|
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 46435G672 | — | 186 shares | $9,141 |
| MAPLEBEAR INC COM | Stock | 565394103 | — | 212 shares | $9,141 |
| GARTNER INC COM | Stock | 366651107 | — | 49 shares | $9,140 |
| FLOWSERVE CORP COM | Stock | 34354P105 | — | 125 shares | $9,140 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 151 shares | $9,139 |
| MICROVAST HOLDINGS INC COM | Stock | 59516C106 | — | 14,292 shares | $9,137 |
| METLIFE INC COM | Stock | 59156R108 | — | 97 shares | $9,134 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 | — | 107 shares | $9,129 |
| SMURFIT WESTROCK PLC SHS | Stock | G8267P108 | — | 207 shares | $9,129 |
| ISHARES EXPANDED TECH SECTOR ETF | ETF | 464287549 | — | 54 shares | $9,128 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 40 shares | $9,124 |
| MILLERKNOLL INC COM | Stock | 600544100 | — | 464 shares | $9,122 |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | ETF | 98149E303 | — | 111 shares | $9,122 |
| SASOL LTD SPONSORED ADR | ADR | 803866300 | — | 660 shares | $9,121 |
| GFL ENVIRONMENTAL INC SUB VTG SHS | Stock | 36168Q104 | — | 218 shares | $9,119 |
| VORNADO RLTY TR SH BEN INT | REIT | 929042109 | — | 269 shares | $9,114 |
| COMMUNITY FINANCIAL SYSTEM INC COM | Stock | 203607106 | — | 153 shares | $9,110 |
| HALLIBURTON CO COM | Stock | 406216101 | — | 286 shares | $9,095 |
| CHEMED CORP NEW COM | Stock | 16359R103 | — | 18 shares | $9,091 |
| INTAPP INC COM | Stock | 45827U109 | — | 251 shares | $9,089 |
| CARETRUST REIT INC COM | REIT | 14174T107 | — | 248 shares | $9,088 |
| TAPESTRY INC COM | Stock | 876030107 | — | 79 shares | $9,088 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 41 shares | $9,086 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 26 shares | $9,085 |
| ALPHA METALLURGICAL RESOUR INC COM | Stock | 020764106 | — | 54 shares | $9,084 |
| NUTANIX INC CL A | Stock | 67059N108 | — | 129 shares | $9,083 |
| ITT INC COM | Stock | 45073V108 | — | 45 shares | $9,082 |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | 78464A847 | — | 144 shares | $9,081 |
| HUNTINGTON INGALLS INDS INC COM | Stock | 446413106 | — | 34 shares | $9,080 |
| ULTRA CLEAN HLDGS INC COM | Stock | 90385V107 | — | 112 shares | $9,079 |
| MURPHY USA INC COM | Stock | 626755102 | — | 18 shares | $9,073 |
| STEPSTONE GROUP INC COM CL A | Stock | 85914M107 | — | 209 shares | $9,071 |
| RLI CORP COM | Stock | 749607107 | — | 164 shares | $9,071 |
| BLOCK H & R INC COM | Stock | 093671105 | — | 222 shares | $9,069 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 6 shares | $9,066 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 6 shares | $9,066 |
| HNI CORP COM | Stock | 404251100 | — | 200 shares | $9,064 |
| SPRINKLR INC CL A | Stock | 85208T107 | — | 1,830 shares | $9,059 |
| ORMAT TECHNOLOGIES INC COM | Stock | 686688102 | — | 99 shares | $9,058 |
| VULCAN MATLS CO COM | Stock | 929160109 | — | 37 shares | $9,051 |
| SIX FLAGS ENTERTAINMENT CORP COM | Stock | 83001C108 | — | 845 shares | $9,050 |
| WP CAREY INC COM | REIT | 92936U109 | — | 140 shares | $9,048 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 53 shares | $9,046 |
| JD.COM INC SPON ADS CL A | ADR | 47215P106 | — | 340 shares | $9,046 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 | — | 106 shares | $9,044 |
| CITY HLDG CO COM | Stock | 177835105 | — | 65 shares | $9,043 |
| BLACK HILLS CORP COM | Stock | 092113109 | — | 129 shares | $9,040 |
| LAS VEGAS SANDS CORP COM | Stock | 517834107 | — | 239 shares | $9,036 |
| PAYPAL HLDGS INC COM | Stock | 70450Y103 | — | 172 shares | $9,035 |
| VANGUARD MORNINGSTAR MEGA CAP ETF | ETF | 921910873 | — | 32 shares | $9,034 |
| HAMILTON LANE INC CL A | Stock | 407497106 | — | 104 shares | $9,032 |
| MUELLER INDS INC COM | Stock | 624756102 | — | 149 shares | $9,031 |
| VERISIGN INC COM | Stock | 92343E102 | — | 32 shares | $9,024 |
| AMERICAN HEALTHCARE REIT INC COM SHS | REIT | 398182303 | — | 176 shares | $9,022 |
| HAYWARD HLDGS INC COM | Stock | 421298100 | — | 737 shares | $9,021 |
| NEWS CORP NEW CL B | Stock | 65249B208 | — | 284 shares | $9,008 |
| GSK PLC SPONSORED ADR | ADR | 37733W204 | — | 187 shares | $9,008 |
| PIEDMONT REALTY TRUST INC COM CL A | REIT | 720190206 | — | 1,012 shares | $9,007 |
| BOX INC CL A | Stock | 10316T104 | — | 269 shares | $9,006 |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | Stock | 113004105 | — | 202 shares | $9,005 |
| GOLD ROYALTY CORP COMMON SHARES | Stock | 38071H106 | — | 3,000 shares | $9,000 |
| KANZHUN LIMITED SPONSORED ADS | ADR | 48553T106 | — | 608 shares | $8,998 |
| QUANTA SVCS INC COM | Stock | 74762E102 | — | 14 shares | $8,995 |
| DOORDASH INC CL A | Stock | 25809K105 | — | 49 shares | $8,994 |
| IES HOLDINGS INC COM | Stock | 44951W106 | — | 28 shares | $8,990 |
| ADVANCE AUTO PARTS INC COM | Stock | 00751Y106 | — | 231 shares | $8,988 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 464287606 | — | 82 shares | $8,988 |
| STATE STREET SPDR S&P BIOTECH ETF | ETF | 78464A870 | — | 57 shares | $8,988 |
| CGI INC CL A SUB VTG | Stock | 12532H104 | — | 132 shares | $8,980 |
| KRYSTAL BIOTECH INC COM | Stock | 501147102 | — | 27 shares | $8,979 |
| MILLICOM INTL CELLULAR S A COM STK | Stock | L6388F110 | — | 103 shares | $8,975 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 | — | 131 shares | $8,975 |
| FIRST TRUST LONG/SHORT EQUITY ETF | ETF | 33739P103 | — | 117 shares | $8,973 |
| TRAVEL PLUS LEISURE CO COM | Stock | 894164102 | — | 145 shares | $8,971 |
| STANDARDAERO INC COM | Stock | 85423L103 | — | 420 shares | $8,967 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 | — | 89 shares | $8,961 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 | — | 24 shares | $8,959 |
| FULTON FINL CORP PA COM | Stock | 360271100 | — | 397 shares | $8,956 |
| ATLANTIC UN BANKSHARES CORP COM | Stock | 04911A107 | — | 236 shares | $8,956 |
| NUVEEN ESG LARGE-CAP VALUE ETF | ETF | 67092P300 | — | 170 shares | $8,951 |
| LEGEND BIOTECH CORP SPONSORED ADS | ADR | 52490G102 | — | 450 shares | $8,951 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 595017104 | — | 115 shares | $8,944 |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | ADR | 03938L203 | — | 134 shares | $8,943 |
| MANHATTAN ASSOCIATES INC COM | Stock | 562750109 | — | 45 shares | $8,942 |
| PEOPLE INC COM NEW | Stock | 44891N208 | — | 213 shares | $8,937 |
| BANK FIRST CORP COM | Stock | 06211J100 | — | 60 shares | $8,929 |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | Stock | G66721104 | — | 609 shares | $8,928 |
| SEMTECH CORP COM | Stock | 816850101 | — | 50 shares | $8,918 |
| API GROUP CORP COM STK | Stock | 00187Y100 | — | 231 shares | $8,917 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 127387108 | — | 27 shares | $8,915 |
| SOTERA HEALTH CO COM | Stock | 83601L102 | — | 482 shares | $8,912 |
| PIPER SANDLER COMPANIES COM NEW | Stock | 724078209 | — | 135 shares | $8,906 |
| NAPCO SEC TECHNOLOGIES INC COM | Stock | 630402105 | — | 250 shares | $8,905 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 70 shares | $8,903 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 61 shares | $8,893 |
| GLOBAL X DEFENSE TECH ETF | ETF | 37960A529 | — | 148 shares | $8,892 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 | — | 25 shares | $8,892 |
| PARSONS CORP DEL COM | Stock | 70202L102 | — | 217 shares | $8,890 |
| DARDEN RESTAURANTS INC COM | Stock | 237194105 | — | 46 shares | $8,890 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 | — | 17 shares | $8,888 |