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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) |
|---|---|---|---|---|---|
| SUNCOR ENERGY INC NEW COM | Stock | 867224107 | — | 114 shares | $7,737 |
| VENTAS INC COM | REIT | 92276F100 | — | 91 shares | $7,737 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 | — | 16 shares | $7,736 |
| UNUM GROUP COM | Stock | 91529Y106 | — | 88 shares | $7,720 |
| HILLTOP HLDGS INC COM | Stock | 432748101 | — | 205 shares | $7,720 |
| AUTOLIV INC COM | Stock | 052800109 | — | 69 shares | $7,720 |
| ARROW ELECTRS INC COM | Stock | 042735100 | — | 34 shares | $7,718 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 | — | 30 shares | $7,718 |
| SAP SE SPON ADR | ADR | 803054204 | — | 37 shares | $7,714 |
| GENPACT LIMITED SHS | Stock | G3922B107 | — | 237 shares | $7,710 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 28 shares | $7,708 |
| ENERSYS COM | Stock | 29275Y102 | — | 42 shares | $7,708 |
| HANOVER INS GROUP INC COM | Stock | 410867105 | — | 36 shares | $7,708 |
| PAGAYA TECHNOLOGIES LTD CL A NEW | Stock | M7S64L123 | — | 445 shares | $7,707 |
| BILIBILI INC SPONS ADS REP Z | ADR | 090040106 | — | 513 shares | $7,705 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 53 shares | $7,704 |
| NOVA LTD COM | Stock | M7516K103 | — | 20 shares | $7,704 |
| FAIR ISAAC CORP COM | Stock | 303250104 | — | 13 shares | $7,702 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | M22465104 | — | 60 shares | $7,701 |
| NOMURA HLDGS INC SPONSORED ADR | ADR | 65535H208 | — | 787 shares | $7,699 |
| PILGRIMS PRIDE CORP COM | Stock | 72147K108 | — | 285 shares | $7,698 |
| IAMGOLD CORP COM | Stock | 450913108 | — | 418 shares | $7,695 |
| PEBBLEBROOK HOTEL TR COM | REIT | 70509V100 | — | 410 shares | $7,692 |
| INNOVATIVE INDL PPTYS INC COM | REIT | 45781V101 | — | 146 shares | $7,691 |
| FIRST BUSEY CORP COM NEW | Stock | 319383204 | — | 264 shares | $7,690 |
| KONTOOR BRANDS INC COM | Stock | 50050N103 | — | 122 shares | $7,690 |
| VIZSLA SILVER CORP COM NEW | Stock | 92859G608 | — | 2,029 shares | $7,690 |
| FIRST HORIZON CORPORATION COM | Stock | 320517105 | — | 334 shares | $7,689 |
| CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | — | 68 shares | $7,688 |
| BGC GROUP INC CL A | Stock | 088929104 | — | 666 shares | $7,679 |
| DIAMONDROCK HOSPITALITY CO COM | REIT | 252784301 | — | 621 shares | $7,676 |
| PINNACLE FINL PARTNERS INC COM | Stock | 72348N109 | — | 82 shares | $7,676 |
| ARGENX SE SPONSORED ADR | ADR | 04016X101 | — | 8 shares | $7,671 |
| ARGENX SE SPONSORED ADR | ADR | 04016X101 | — | 8 shares | $7,671 |
| CLEARWAY ENERGY INC CL C | Stock | 18539C204 | — | 262 shares | $7,669 |
| DONEGAL GROUP INC CL A | Stock | 257701201 | — | 431 shares | $7,667 |
| ATMOS ENERGY CORP COM | Stock | 049560105 | — | 49 shares | $7,666 |
| TAL ED GROUP SPONSORED ADS | ADR | 874080104 | — | 635 shares | $7,664 |
| NEUROCRINE BIOSCIENCES INC COM | Stock | 64125C109 | — | 54 shares | $7,659 |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | ETF | 78468R739 | — | 164 shares | $7,651 |
| ARDMORE SHIPPING CORP COM | Stock | Y0207T100 | — | 410 shares | $7,651 |
| RAPID7 INC COM | Stock | 753422104 | — | 626 shares | $7,650 |
| CONAGRA BRANDS INC COM | Stock | 205887102 | — | 569 shares | $7,648 |
| NIKE INC CL B | Stock | 654106103 | — | 216 shares | $7,646 |
| STURM RUGER & CO INC COM | Stock | 864159108 | — | 180 shares | $7,646 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 8 shares | $7,643 |
| ASSURANT INC COM | Stock | 04621X108 | — | 29 shares | $7,642 |
| DOLLAR TREE INC COM | Stock | 256746108 | — | 67 shares | $7,639 |
| KE HLDGS INC SPONSORED ADS | ADR | 482497104 | — | 453 shares | $7,633 |
| VANGUARD RUSSELL 2000 ETF | ETF | 92206C664 | — | 68 shares | $7,632 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 101 shares | $7,630 |
| IMPERIAL OIL LTD COM NEW | Stock | 453038408 | — | 62 shares | $7,629 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 10 shares | $7,626 |
| ACI WORLDWIDE INC COM | Stock | 004498101 | — | 156 shares | $7,625 |
| NIO INC SPON ADS | ADR | 62914V106 | — | 2,223 shares | $7,625 |
| CUSTOMERS BANCORP INC COM | Stock | 23204G100 | — | 103 shares | $7,622 |
| DROPBOX INC CL A | Stock | 26210C104 | — | 225 shares | $7,616 |
| MARQETA INC CL A COM | Stock | 57142B203 | — | 448 shares | $7,614 |
| FLUOR CORP COM | Stock | 343412102 | — | 159 shares | $7,613 |
| PUBLIC SVC ENTERPRISE GROUP COM | Stock | 744573106 | — | 113 shares | $7,609 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 50 shares | $7,608 |
| MACYS INC COM | Stock | 55616P104 | — | 334 shares | $7,605 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 039483102 | — | 96 shares | $7,603 |
| CENCORA INC COM | Stock | 03073E105 | — | 25 shares | $7,602 |
| ELEMENTAL RTY CORP COM NEW | Stock | 28620K106 | — | 398 shares | $7,602 |
| REGAL REXNORD CORPORATION COM | Stock | 758750103 | — | 49 shares | $7,600 |
| BROWN FORMAN CORP CL B | Stock | 115637209 | — | 290 shares | $7,598 |
| MIMEDX GROUP INC COM | Stock | 602496101 | — | 1,630 shares | $7,596 |
| NU HLDGS LTD ORD SHS CL A | Stock | G6683N103 | — | 600 shares | $7,596 |
| RED RIVER BANCSHARES INC COM | Stock | 75686R202 | — | 76 shares | $7,590 |
| VORNADO RLTY TR SH BEN INT | REIT | 929042109 | — | 224 shares | $7,589 |
| SL GREEN RLTY CORP COM | REIT | 78440X887 | — | 155 shares | $7,583 |
| STATE STREET SPDR PORTFOLIO TIPS ETF | ETF | 78464A656 | — | 311 shares | $7,579 |
| HIGHWOODS PPTYS INC COM | REIT | 431284108 | — | 261 shares | $7,574 |
| EXPEDITORS INTL WASH INC COM | Stock | 302130109 | — | 41 shares | $7,570 |
| BEL FUSE INC CL B | Stock | 077347300 | — | 31 shares | $7,568 |
| CARVANA CO CL A | Stock | 146869102 | — | 121 shares | $7,567 |
| COLUMBUS MCKINNON CORP N Y COM | Stock | 199333105 | — | 475 shares | $7,567 |
| VIRTU FINL INC CL A | Stock | 928254101 | — | 137 shares | $7,557 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 5 shares | $7,555 |
| RUBRIK INC. CL A | Stock | 781154109 | — | 66 shares | $7,555 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 5 shares | $7,555 |
| DROPBOX INC CL A | Stock | 26210C104 | — | 223 shares | $7,549 |
| TERNIUM SA SPONSORED ADS | ADR | 880890108 | — | 139 shares | $7,548 |
| NEBIUS GROUP N.V. SHS CLASS A | Stock | N97284108 | — | 32 shares | $7,548 |
| BURKE HERBERT FINL SVCS CORP COM | Stock | 12135Y108 | — | 110 shares | $7,546 |
| EMCOR GROUP INC COM | Stock | 29084Q100 | — | 10 shares | $7,545 |
| PBF ENERGY INC CL A | Stock | 69318G106 | — | 98 shares | $7,542 |
| CHAMPION HOMES INC COM | Stock | 830830105 | — | 88 shares | $7,542 |
| XCEL ENERGY INC COM | Stock | 98389B100 | — | 107 shares | $7,541 |
| GETTY RLTY CORP NEW COM | REIT | 374297109 | — | 267 shares | $7,540 |
| NEW JERSEY RES CORP COM | Stock | 646025106 | — | 149 shares | $7,539 |
| RANGE RES CORP COM | Stock | 75281A109 | — | 203 shares | $7,538 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 149 shares | $7,536 |
| DYCOM INDS INC COM | Stock | 267475101 | — | 28 shares | $7,534 |
| SILICON LABORATORIES INC COM | Stock | 826919102 | — | 34 shares | $7,534 |
| BOX INC CL A | Stock | 10316T104 | — | 225 shares | $7,533 |
| BITMINE IMMERSION TECHS INC COM NEW | Stock | 09175A206 | — | 285 shares | $7,533 |
| FORUM ENERGY TECHNOLOGIES INC COM | Stock | 34984V209 | — | 93 shares | $7,528 |
| DIVERSIFIED ENERGY CO COMMON STOCK | Stock | 25520W107 | — | 563 shares | $7,527 |