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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) |
|---|---|---|---|---|---|
| UNIVERSAL HLTH SVCS INC CL B | Stock | 913903100 | — | 51 shares | $8,887 |
| TELIX PHARMACEUTICAL LTD SPONSORED ADS | ADR | 87961M105 | — | 810 shares | $8,886 |
| FREEDOM 100 EMERGING MARKETS ETF | ETF | 02072L607 | — | 127 shares | $8,885 |
| XP INC CL A | Stock | G98239109 | — | 423 shares | $8,881 |
| SUMMIT THERAPEUTICS INC COM | Stock | 86627T108 | — | 525 shares | $8,878 |
| LOEWS CORP COM | Stock | 540424108 | — | 85 shares | $8,877 |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | ETF | 46435G524 | — | 100 shares | $8,876 |
| HEALTHCARE SVCS GROUP INC COM | Stock | 421906108 | — | 434 shares | $8,875 |
| HEALTHCARE SVCS GROUP INC COM | Stock | 421906108 | — | 434 shares | $8,875 |
| EASTERN BANKSHARES INC COM | Stock | 27627N105 | — | 424 shares | $8,874 |
| PROGRESS SOFTWARE CORP COM | Stock | 743312100 | — | 222 shares | $8,873 |
| GEOPARK LTD USD SHS | Stock | G38327105 | — | 849 shares | $8,872 |
| ASSURED GUARANTY LTD COM | Stock | G0585R106 | — | 131 shares | $8,871 |
| INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | ETF | 45782C391 | — | 150 shares | $8,869 |
| DROPBOX INC CL A | Stock | 26210C104 | — | 262 shares | $8,869 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 127 shares | $8,868 |
| TE CONNECTIVITY PLC ORD SHS | Stock | G87052109 | — | 42 shares | $8,865 |
| EVERGY INC COM | Stock | 30034W106 | — | 113 shares | $8,864 |
| ALCOA CORP COM | Stock | 013872106 | — | 211 shares | $8,862 |
| WIPRO LTD SPON ADR 1 SH | ADR | 97651M109 | — | 5,368 shares | $8,857 |
| KROGER CO COM | Stock | 501044101 | — | 151 shares | $8,852 |
| RIO TINTO PLC SPONSORED ADR | ADR | 767204100 | — | 94 shares | $8,852 |
| LEAR CORP COM NEW | Stock | 521865204 | — | 75 shares | $8,852 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 48 shares | $8,851 |
| NOBLE CORP PLC ORD SHS A | Stock | G65431127 | — | 212 shares | $8,849 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 31 shares | $8,849 |
| PJT PARTNERS INC COM CL A | Stock | 69343T107 | — | 62 shares | $8,848 |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | ADR | 00215W100 | — | 199 shares | $8,848 |
| MILLERKNOLL INC COM | Stock | 600544100 | — | 450 shares | $8,847 |
| INTEGER HLDGS CORP COM | Stock | 45826H109 | — | 70 shares | $8,845 |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 | — | 89 shares | $8,839 |
| AMERICAN TOWER CORP COM | REIT | 03027X100 | — | 54 shares | $8,839 |
| WEBULL CORP ORD SHS | Stock | G9572D103 | — | 1,268 shares | $8,838 |
| NRC HEALTH COM NEW | Stock | 637372202 | — | 417 shares | $8,836 |
| CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | ADR | 204409601 | — | 4,204 shares | $8,828 |
| BLOCK H & R INC COM | Stock | 093671105 | — | 216 shares | $8,824 |
| PAYMENTUS HOLDINGS INC COM CL A | Stock | 70439P108 | — | 288 shares | $8,824 |
| SCHNEIDER NATIONAL INC CL B | Stock | 80689H102 | — | 277 shares | $8,822 |
| PULTE GROUP INC COM | Stock | 745867101 | — | 76 shares | $8,821 |
| PULTE GROUP INC COM | Stock | 745867101 | — | 76 shares | $8,821 |
| CHORD ENERGY CORPORATION COM NEW | Stock | 674215207 | — | 66 shares | $8,820 |
| ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF | ETF | 46432F875 | — | 406 shares | $8,813 |
| VERSIGENT PLC ORDINARY SHARES | Stock | G9600F104 | — | 196 shares | $8,808 |
| METHANEX CORP COM | Stock | 59151K108 | — | 150 shares | $8,802 |
| PINNACLE FINL PARTNERS INC COM | Stock | 72348N109 | — | 94 shares | $8,799 |
| NEUROCRINE BIOSCIENCES INC COM | Stock | 64125C109 | — | 62 shares | $8,794 |
| SIMON PPTY GROUP INC NEW COM | REIT | 828806109 | — | 44 shares | $8,793 |
| GRAND CANYON ED INC COM | Stock | 38526M106 | — | 58 shares | $8,792 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 47 shares | $8,791 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 156 shares | $8,789 |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | ADR | 20441A102 | — | 1,655 shares | $8,788 |
| NUVEEN ESG U.S. AGGREGATE BOND ETF | ETF | 67092P870 | — | 415 shares | $8,786 |
| BRINKS CO COM | Stock | 109696104 | — | 87 shares | $8,786 |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 980228308 | — | 396 shares | $8,779 |
| AUTODESK INC COM | Stock | 052769106 | — | 42 shares | $8,778 |
| LAZARD INC COM | Stock | 52110M109 | — | 242 shares | $8,768 |
| CORNING INC COM | Stock | 219350105 | — | 57 shares | $8,764 |
| EVERPURE INC CL A | Stock | 74624M102 | — | 67 shares | $8,762 |
| AZENTA INC COM | Stock | 114340102 | — | 251 shares | $8,757 |
| FULLER H B CO COM | Stock | 359694106 | — | 177 shares | $8,756 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 34 shares | $8,755 |
| CELSIUS HLDGS INC COM NEW | Stock | 15118V207 | — | 320 shares | $8,752 |
| IRHYTHM HOLDINGS INC COM | Stock | 450056106 | — | 77 shares | $8,752 |
| LANTRONIX INC COM NEW | Stock | 516548203 | — | 1,213 shares | $8,746 |
| BALCHEM CORP COM | Stock | 057665200 | — | 53 shares | $8,743 |
| THE BALDWIN INSURANCE GRP INC COM CL A | Stock | 05589G102 | — | 275 shares | $8,742 |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | ETF | 46434G889 | — | 122 shares | $8,728 |
| EMBECTA CORP COMMON STOCK | Stock | 29082K105 | — | 1,541 shares | $8,722 |
| SAVERS VALUE VLG INC COM | Stock | 80517M109 | — | 947 shares | $8,722 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 230 shares | $8,719 |
| MONGODB INC CL A | Stock | 60937P106 | — | 25 shares | $8,715 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 42 shares | $8,715 |
| BOSTON OMAHA CORP CL A COM STK | Stock | 101044105 | — | 674 shares | $8,715 |
| EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | — | 300 shares | $8,706 |
| STAG INDUSTRIAL INC COM | REIT | 85254J102 | — | 243 shares | $8,702 |
| WYNN RESORTS LTD COM | Stock | 983134107 | — | 109 shares | $8,691 |
| OPTIMUM COMMUNICATIONS INC CL A | Stock | 02156K103 | — | 8,782 shares | $8,690 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 399 shares | $8,682 |
| ISHARES MSCI AUSTRIA ETF | ETF | 464286202 | — | 204 shares | $8,682 |
| UNITED THERAPEUTICS CORP DEL COM | Stock | 91307C102 | — | 16 shares | $8,670 |
| UNITED THERAPEUTICS CORP DEL COM | Stock | 91307C102 | — | 16 shares | $8,670 |
| REPAY HLDGS CORP COM CL A | Stock | 76029L100 | — | 2,393 shares | $8,663 |
| SCHNEIDER NATIONAL INC CL B | Stock | 80689H102 | — | 272 shares | $8,663 |
| PACER US SMALL CAP CASH COWS ETF | ETF | 69374H857 | — | 163 shares | $8,661 |
| TRANSDIGM GROUP INC COM | Stock | 893641100 | — | 8 shares | $8,661 |
| FORTIVE CORP COM | Stock | 34959J108 | — | 158 shares | $8,660 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 124 shares | $8,659 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 | — | 122 shares | $8,658 |
| ASCENDIS PHARMA A/S ORD SHS | Stock | K08588103 | — | 38 shares | $8,658 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 17 shares | $8,657 |
| DTE ENERGY CO COM | Stock | 233331107 | — | 71 shares | $8,648 |
| LAMAR ADVERTISING CO CL A | REIT | 512816109 | — | 60 shares | $8,647 |
| EQT CORP COM | Stock | 26884L109 | — | 178 shares | $8,644 |
| CSW INDUSTRIALS INC COM | Stock | 126402106 | — | 30 shares | $8,642 |
| XERIS BIOPHARMA HOLDINGS INC COM | Stock | 98422E103 | — | 903 shares | $8,633 |
| SNOWFLAKE INC 0 10/01/2027 | Convertible | 833445AB5 | — | 4,000 shares | $8,632 |
| ALKERMES PLC SHS | Stock | G01767105 | — | 213 shares | $8,631 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 60687Y109 | — | 781 shares | $8,630 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 56 shares | $8,627 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 56 shares | $8,627 |