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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) |
|---|---|---|---|---|---|
| OLD NATL BANCORP IND COM | Stock | 680033107 | — | 350 shares | $8,624 |
| COLONY BANKCORP INC COM | Stock | 19623P101 | — | 428 shares | $8,620 |
| HUBBELL INC COM | Stock | 443510607 | — | 19 shares | $8,618 |
| BITWISE BITCOIN ETF TRUST | ETF | 09174C104 | — | 190 shares | $8,617 |
| STIFEL FINL CORP COM | Stock | 860630102 | — | 123 shares | $8,615 |
| WELLTOWER INC COM | REIT | 95040Q104 | — | 37 shares | $8,611 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 80 shares | $8,610 |
| STERIS PLC SHS USD | Stock | G8473T100 | — | 41 shares | $8,610 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 54 shares | $8,606 |
| VANECK HIGH YIELD MUNI ETF | ETF | 92189H409 | — | 179 shares | $8,606 |
| ENDEAVOUR SILVER CORP COM | Stock | 29258Y103 | — | 1,003 shares | $8,606 |
| VIRTU FINL INC CL A | Stock | 928254101 | — | 156 shares | $8,605 |
| APTIV PLC COM SHS | Stock | G3265R107 | — | 200 shares | $8,604 |
| THE REALREAL INC COM | Stock | 88339P101 | — | 973 shares | $8,601 |
| YUM CHINA HLDGS INC COM | Stock | 98850P109 | — | 209 shares | $8,598 |
| INTERNATIONAL FLAVORS&FRAGRANC COM | Stock | 459506101 | — | 103 shares | $8,598 |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | ADR | 910873405 | — | 351 shares | $8,596 |
| BRITISH AMERN TOB PLC SPONSORED ADR | ADR | 110448107 | — | 158 shares | $8,595 |
| LPL FINL HLDGS INC COM | Stock | 50212V100 | — | 28 shares | $8,595 |
| MAGNA INTL INC COM | Stock | 559222401 | — | 135 shares | $8,595 |
| TRANSMEDICS GROUP INC COM | Stock | 89377M109 | — | 103 shares | $8,595 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 142 shares | $8,594 |
| CDW CORP COM | Stock | 12514G108 | — | 67 shares | $8,587 |
| BALCHEM CORP COM | Stock | 057665200 | — | 52 shares | $8,578 |
| NOMURA HLDGS INC SPONSORED ADR | ADR | 65535H208 | — | 877 shares | $8,577 |
| COSTAR GROUP INC COM | Stock | 22160N109 | — | 313 shares | $8,576 |
| KEMPER CORP COM | Stock | 488401100 | — | 343 shares | $8,575 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 46 shares | $8,575 |
| TWFG INC COM CL A | Stock | 87318A101 | — | 357 shares | $8,572 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 59 shares | $8,572 |
| CNH INDL N V SHS | Stock | N20944109 | — | 667 shares | $8,571 |
| CECO ENVIRONMENTAL CORP COM | Stock | 125141101 | — | 123 shares | $8,566 |
| CROCS INC COM | Stock | 227046109 | — | 73 shares | $8,564 |
| VULCAN MATLS CO COM | Stock | 929160109 | — | 35 shares | $8,562 |
| ACADEMY SPORTS & OUTDOORS INC COM | Stock | 00402L107 | — | 178 shares | $8,560 |
| PFIZER INC COM | Stock | 717081103 | — | 300 shares | $8,556 |
| URBAN OUTFITTERS INC COM | Stock | 917047102 | — | 112 shares | $8,555 |
| HIGHPEAK ENERGY INC COM | Stock | 43114Q105 | — | 1,048 shares | $8,552 |
| OCEANEERING INTL INC COM | Stock | 675232102 | — | 196 shares | $8,551 |
| VANGUARD UTILITIES ETF | ETF | 92204A876 | — | 50 shares | $8,550 |
| POPULAR INC COM NEW | Stock | 733174700 | — | 55 shares | $8,550 |
| ASTERA LABS INC COM | Stock | 04626A103 | — | 24 shares | $8,543 |
| NCR ATLEOS CORPORATION COM SHS | Stock | 63001N106 | — | 189 shares | $8,539 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 | — | 205 shares | $8,536 |
| RAYMOND JAMES FINL INC COM | Stock | 754730109 | — | 54 shares | $8,533 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 30 shares | $8,530 |
| VALERO ENERGY CORP COM | Stock | 91913Y100 | — | 22 shares | $8,527 |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 464288273 | — | 101 shares | $8,526 |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | ADR | 45857P806 | — | 53 shares | $8,522 |
| ENACT HLDGS INC COM | Stock | 29249E109 | — | 197 shares | $8,522 |
| GENTEX CORP COM | Stock | 371901109 | — | 392 shares | $8,522 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 240 shares | $8,520 |
| ARLO TECHNOLOGIES INC COM | Stock | 04206A101 | — | 687 shares | $8,519 |
| TURKCELL ILETISIM SPON ADR NEW | ADR | 900111204 | — | 1,724 shares | $8,517 |
| HUNT J B TRANS SVCS INC COM | Stock | 445658107 | — | 38 shares | $8,514 |
| CAESARS ENTERTAINMENT INC NEW COM | Stock | 12769G100 | — | 287 shares | $8,510 |
| AMERICAN HEALTHCARE REIT INC COM SHS | REIT | 398182303 | — | 166 shares | $8,509 |
| ARROWHEAD PHARMACEUTICALS INC COM | Stock | 04280A100 | — | 130 shares | $8,509 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 151 shares | $8,504 |
| ICON PUB LTD CO SHS | Stock | G4705A100 | — | 50 shares | $8,500 |
| CLIMB BIO INC COM | Stock | 28658R106 | — | 741 shares | $8,499 |
| MACERICH CO COM | REIT | 554382101 | — | 380 shares | $8,497 |
| AVNET INC COM | Stock | 053807103 | — | 85 shares | $8,496 |
| TRANSUNION COM | Stock | 89400J107 | — | 139 shares | $8,496 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 879360105 | — | 14 shares | $8,495 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 37 shares | $8,494 |
| ROLLINS INC COM | Stock | 775711104 | — | 282 shares | $8,494 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 256 shares | $8,494 |
| AUTOZONE INC COM | Stock | 053332102 | — | 3 shares | $8,490 |
| QIAGEN NV ORD SHARES | Stock | N72482156 | — | 194 shares | $8,489 |
| CARETRUST REIT INC COM | REIT | 14174T107 | — | 232 shares | $8,487 |
| TORO CO COM | Stock | 891092108 | — | 88 shares | $8,485 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 464287440 | — | 95 shares | $8,484 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 | — | 87 shares | $8,476 |
| PETROLEO BRASILEIRO S A SPONSORED ADR | ADR | 71654V408 | — | 406 shares | $8,473 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 55 shares | $8,473 |
| TARGET CORP COM | Stock | 87612E106 | — | 54 shares | $8,471 |
| FIRST INTST BANCSYSTEM INC COM | Stock | 32055Y201 | — | 237 shares | $8,470 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 8 shares | $8,466 |
| TELECOM ARGENTINA SA SPON ADR REP B | ADR | 879273209 | — | 690 shares | $8,466 |
| KENVUE INC COM | Stock | 49177J102 | — | 479 shares | $8,459 |
| TERRENO RLTY CORP COM | REIT | 88146M101 | — | 131 shares | $8,456 |
| SNAP INC CL A | Stock | 83304A106 | — | 1,566 shares | $8,456 |
| CALL (SMMT) SUMMIT THERAPEUTICS OCT 16 26 $13 (100 SHS) | Stock | 8500699QM | CALL | 500 shares | $8,455 |
| AGCO CORP COM | Stock | 001084102 | — | 74 shares | $8,453 |
| AT&T INC COM | Stock | 00206R102 | — | 346 shares | $8,453 |
| SOHU COM LTD SPONSORED ADS | ADR | 83410S108 | — | 654 shares | $8,450 |
| NUTANIX INC CL A | Stock | 67059N108 | — | 120 shares | $8,449 |
| ETHAN ALLEN INTERIORS INC COM | Stock | 297602104 | — | 404 shares | $8,448 |
| PRIMERICA INC COM | Stock | 74164M108 | — | 31 shares | $8,444 |
| DONALDSON INC COM | Stock | 257651109 | — | 97 shares | $8,443 |
| LIQUIDIA CORPORATION COM NEW | Stock | 53635D202 | — | 279 shares | $8,443 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 54 shares | $8,442 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 37 shares | $8,440 |
| COEUR MNG INC COM NEW | Stock | 192108504 | — | 479 shares | $8,437 |
| DONEGAL GROUP INC CL A | Stock | 257701201 | — | 474 shares | $8,432 |
| BRITISH AMERN TOB PLC SPONSORED ADR | ADR | 110448107 | — | 155 shares | $8,432 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 27 shares | $8,432 |
| SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | — | 281 shares | $8,430 |
| PARABILIS MEDICINES INC COM | Stock | 698955101 | — | 261 shares | $8,428 |