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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) |
|---|---|---|---|---|---|
| NIKE INC CL B | Stock | 654106103 | — | 224 shares | $7,930 |
| FIDELITY NATL INFORMATION SVCS COM | Stock | 31620M106 | — | 241 shares | $7,929 |
| GODADDY INC CL A | Stock | 380237107 | — | 83 shares | $7,927 |
| MATTEL INC COM | Stock | 577081102 | — | 626 shares | $7,925 |
| EPLUS INC COM | Stock | 294268107 | — | 88 shares | $7,921 |
| STANDARDAERO INC COM | Stock | 85423L103 | — | 371 shares | $7,921 |
| GENESCO INC COM | Stock | 371532102 | — | 232 shares | $7,920 |
| VIPSHOP HLDGS LTD SPONSORED ADS A | ADR | 92763W103 | — | 633 shares | $7,919 |
| ADOBE INC COM | Stock | 00724F101 | — | 33 shares | $7,918 |
| GRINDR INC COM | Stock | 39854F101 | — | 513 shares | $7,916 |
| CMB.TECH NV SHS | Stock | B38564108 | — | 418 shares | $7,913 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 13 shares | $7,910 |
| ECOPETROL S A SPONSORED ADS | ADR | 279158109 | — | 480 shares | $7,910 |
| BAIDU INC SPON ADR REP A | ADR | 056752108 | — | 91 shares | $7,905 |
| HAMILTON LANE INC CL A | Stock | 407497106 | — | 91 shares | $7,904 |
| DIVERSIFIED ENERGY CO COMMON STOCK | Stock | 25520W107 | — | 591 shares | $7,902 |
| EXPEDIA GROUP INC COM NEW | Stock | 30212P303 | — | 30 shares | $7,901 |
| XENIA HOTELS & RESORTS INC COM | REIT | 984017103 | — | 438 shares | $7,901 |
| PRIMERICA INC COM | Stock | 74164M108 | — | 29 shares | $7,899 |
| EQUITABLE HLDGS INC COM | Stock | 29452E101 | — | 154 shares | $7,896 |
| SEABOARD CORP DEL COM | Stock | 811543107 | — | 2 shares | $7,896 |
| TWILIO INC CL A | Stock | 90138F102 | — | 27 shares | $7,896 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | 78464A854 | — | 88 shares | $7,895 |
| CERUS CORP COM | Stock | 157085101 | — | 3,317 shares | $7,894 |
| PRA GROUP INC COM | Stock | 69354N106 | — | 405 shares | $7,893 |
| BANK OF AMER CORP COM | Stock | 060505104 | — | 145 shares | $7,892 |
| ADVANCED ENERGY INDS COM | Stock | 007973100 | — | 28 shares | $7,891 |
| TRUSTMARK CORP COM | Stock | 898402102 | — | 176 shares | $7,890 |
| MASCO CORP COM | Stock | 574599106 | — | 117 shares | $7,886 |
| MONTE ROSA THERAPEUTICS INC COM | Stock | 61225M102 | — | 661 shares | $7,886 |
| KLAVIYO INC COM SER A | Stock | 49845K101 | — | 501 shares | $7,881 |
| ASHLAND INC COM | Stock | 044186104 | — | 116 shares | $7,879 |
| HENRY JACK & ASSOC INC COM | Stock | 426281101 | — | 55 shares | $7,878 |
| LEONARDO DRS INC COM | Stock | 52661A108 | — | 215 shares | $7,875 |
| ARDMORE SHIPPING CORP COM | Stock | Y0207T100 | — | 422 shares | $7,875 |
| KORN FERRY COM NEW | Stock | 500643200 | — | 110 shares | $7,875 |
| TERNIUM SA SPONSORED ADS | ADR | 880890108 | — | 145 shares | $7,874 |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | ETF | 464288760 | — | 38 shares | $7,873 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | ADR | 03524A108 | — | 107 shares | $7,861 |
| CALL (SOFI) SOFI TECHNOLOGIES DEC 18 26 $16 (100 SHS) | Stock | 8592889WW | CALL | 500 shares | $7,860 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 30 shares | $7,859 |
| MUELLER WTR PRODS INC COM SER A | Stock | 624758108 | — | 370 shares | $7,859 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 50 shares | $7,856 |
| LKQ CORP COM | Stock | 501889208 | — | 344 shares | $7,854 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 70 shares | $7,846 |
| FOSSIL GROUP INC COM | Stock | 34988V106 | — | 1,194 shares | $7,845 |
| LTC PPTYS INC COM | REIT | 502175102 | — | 183 shares | $7,845 |
| SENSIENT TECHNOLOGIES CORP COM | Stock | 81725T100 | — | 60 shares | $7,843 |
| WALMART INC COM | Stock | 931142103 | — | 75 shares | $7,843 |
| TPG INC COM CL A | Stock | 872657101 | — | 178 shares | $7,842 |
| ON SEMICONDUCTOR CORP COM | Stock | 682189105 | — | 102 shares | $7,841 |
| ESAB CORPORATION COM | Stock | 29605J106 | — | 119 shares | $7,840 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 | — | 33 shares | $7,838 |
| BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | Stock | 11276H106 | — | 220 shares | $7,834 |
| JANUS INTERNATIONAL GROUP INC COMMON STOCK | Stock | 47103N106 | — | 1,915 shares | $7,832 |
| INSULET CORP COM | Stock | 45784P101 | — | 60 shares | $7,828 |
| PG&E CORP COM | Stock | 69331C108 | — | 639 shares | $7,828 |
| TFS FINL CORP COM | Stock | 87240R107 | — | 483 shares | $7,825 |
| SITIME CORP COM | Stock | 82982T106 | — | 12 shares | $7,824 |
| FISERV INC COM | Stock | 337738108 | — | 173 shares | $7,816 |
| HARMONY GOLD MNG LTD SPONSORED ADR | ADR | 413216300 | — | 441 shares | $7,815 |
| LOUISIANA PAC CORP COM | Stock | 546347105 | — | 121 shares | $7,811 |
| TRUMP MEDIA & TECHNOLOGY GROUP COM | Stock | 25400Q105 | — | 862 shares | $7,810 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 54 shares | $7,810 |
| AT&T INC COM | Stock | 00206R102 | — | 320 shares | $7,808 |
| ASTEC INDS INC COM | Stock | 046224101 | — | 194 shares | $7,807 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 25 shares | $7,807 |
| LYFT INC CL A COM | Stock | 55087P104 | — | 520 shares | $7,805 |
| WEST PHARMACEUTICAL SVSC INC COM | Stock | 955306105 | — | 21 shares | $7,797 |
| TOMPKINS FINL CORP COM | Stock | 890110109 | — | 81 shares | $7,796 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | 74743L100 | — | 62 shares | $7,796 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 40 shares | $7,792 |
| MORNINGSTAR INC COM | Stock | 617700109 | — | 41 shares | $7,792 |
| TD SYNNEX CORPORATION COM | Stock | 87162W100 | — | 30 shares | $7,792 |
| AXOS FINANCIAL INC COM | Stock | 05465C100 | — | 90 shares | $7,791 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 28 shares | $7,790 |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 538034109 | — | 46 shares | $7,788 |
| GLOBE LIFE INC COM | Stock | 37959E102 | — | 47 shares | $7,786 |
| MERCHANTS BANCORP IND COM | Stock | 58844R108 | — | 159 shares | $7,785 |
| PRICESMART INC COM | Stock | 741511109 | — | 46 shares | $7,779 |
| SAILPOINT INC COM | Stock | 78781J109 | — | 382 shares | $7,778 |
| VERSIGENT PLC ORDINARY SHARES | Stock | G9600F104 | — | 173 shares | $7,775 |
| ENCOMPASS HEALTH CORP COM | Stock | 29261A100 | — | 64 shares | $7,775 |
| COHERENT CORP COM | Stock | 19247G107 | — | 27 shares | $7,771 |
| CLEANSPARK INC COM NEW | Stock | 18452B209 | — | 603 shares | $7,767 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 71 shares | $7,766 |
| ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS | ADR | 04965M106 | — | 238 shares | $7,764 |
| IBOTTA INC CLASS A COM SHS | Stock | 451051106 | — | 197 shares | $7,762 |
| WIPRO LTD SPON ADR 1 SH | ADR | 97651M109 | — | 4,704 shares | $7,762 |
| EXPEDITORS INTL WASH INC COM | Stock | 302130109 | — | 42 shares | $7,755 |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | ETF | 46436E569 | — | 133 shares | $7,754 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 874060205 | — | 426 shares | $7,749 |
| KINSALE CAP GROUP INC COM | Stock | 49714P108 | — | 24 shares | $7,746 |
| COOPER COS INC COM | Stock | 216648501 | — | 137 shares | $7,745 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 42 shares | $7,744 |
| VOYAGER TECHNOLOGIES INC COM CL A | Stock | 92892B103 | — | 256 shares | $7,744 |
| ESSENTIAL PPTYS RLTY TR INC COM | REIT | 29670E107 | — | 300 shares | $7,743 |
| BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | Stock | G17434104 | — | 212 shares | $7,742 |
| STRYKER CORPORATION COM | Stock | 863667101 | — | 28 shares | $7,740 |
| DYNATRACE INC COM NEW | Stock | 268150109 | — | 134 shares | $7,737 |