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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) |
|---|---|---|---|---|---|
| HAVERTY FURNITURE COS INC COM | Stock | 419596101 | — | 272 shares | $7,526 |
| SBA COMMUNICATIONS CORP CL A | REIT | 78410G104 | — | 47 shares | $7,526 |
| PRA GROUP INC COM | Stock | 69354N106 | — | 386 shares | $7,523 |
| WILLIAMS SONOMA INC COM | Stock | 969904101 | — | 33 shares | $7,522 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 134 shares | $7,521 |
| NUTRIEN LTD COM | Stock | 67077M108 | — | 107 shares | $7,517 |
| FIRST HAWAIIAN INC COM | Stock | 32051X108 | — | 305 shares | $7,509 |
| HERSHEY CO COM | Stock | 427866108 | — | 48 shares | $7,508 |
| CHORD ENERGY CORPORATION COM NEW | Stock | 674215207 | — | 56 shares | $7,508 |
| LENNAR CORP CL A | Stock | 526057104 | — | 92 shares | $7,506 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 124 shares | $7,504 |
| HCI GROUP INC COM | Stock | 40416E103 | — | 43 shares | $7,502 |
| VALE S A SPONSORED ADS | ADR | 91912E105 | — | 559 shares | $7,496 |
| AVNET INC COM | Stock | 053807103 | — | 75 shares | $7,496 |
| ENI SPA SPONSORED ADR | ADR | 26874R108 | — | 138 shares | $7,493 |
| GLOBUS MED INC CL A | Stock | 379577208 | — | 100 shares | $7,490 |
| GLOBUS MED INC CL A | Stock | 379577208 | — | 100 shares | $7,490 |
| RBC BEARINGS INC COM | Stock | 75524B104 | — | 15 shares | $7,488 |
| NEXTPOWER INC COM | Stock | 65290E101 | — | 96 shares | $7,481 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 334 shares | $7,478 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 170 shares | $7,478 |
| INVITATION HOMES INC COM | REIT | 46187W107 | — | 284 shares | $7,478 |
| MASTEC INC COM | Stock | 576323109 | — | 35 shares | $7,477 |
| EXELON CORP COM | Stock | 30161N101 | — | 185 shares | $7,474 |
| E L F BEAUTY INC COM | Stock | 26856L103 | — | 74 shares | $7,472 |
| PROFRAC HLDG CORP CLASS A COM | Stock | 74319N100 | — | 1,721 shares | $7,469 |
| CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | — | 66 shares | $7,462 |
| POPULAR INC COM NEW | Stock | 733174700 | — | 48 shares | $7,462 |
| IMMERSION CORP COM | Stock | 452521107 | — | 1,032 shares | $7,461 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 21 shares | $7,455 |
| GROUP 1 AUTOMOTIVE INC COM | Stock | 398905109 | — | 31 shares | $7,454 |
| BIOGEN INC COM | Stock | 09062X103 | — | 33 shares | $7,454 |
| RACKSPACE TECHNOLOGY INC COM | Stock | 750102105 | — | 2,000 shares | $7,450 |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 538034109 | — | 44 shares | $7,449 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 93 shares | $7,445 |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | ETF | 78464A839 | — | 84 shares | $7,444 |
| GRIFFON CORP COM | Stock | 398433102 | — | 80 shares | $7,443 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 132 shares | $7,434 |
| MGE ENERGY INC COM | Stock | 55277P104 | — | 107 shares | $7,431 |
| BANCO MACRO S A SPON ADR B | ADR | 05961W105 | — | 111 shares | $7,429 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 162 shares | $7,429 |
| INSTEEL INDS INC COM | Stock | 45774W108 | — | 255 shares | $7,428 |
| RAYMOND JAMES FINL INC COM | Stock | 754730109 | — | 47 shares | $7,427 |
| NMI HLDGS INC COM | Stock | 629209305 | — | 199 shares | $7,427 |
| HONDA MOTOR CO LTD ADR ECH CNV IN 3 | ADR | 438128308 | — | 235 shares | $7,426 |
| COCA-COLA EUROPACIFIC PARTNERS SHS | Stock | G25839104 | — | 73 shares | $7,425 |
| NBT BANCORP INC COM | Stock | 628778102 | — | 148 shares | $7,424 |
| LUCKY STRIKE ENTERTAINMENT COR CL A COM | Stock | 10258P102 | — | 1,385 shares | $7,424 |
| ESCO TECHNOLOGIES INC COM | Stock | 296315104 | — | 28 shares | $7,423 |
| ARCHROCK INC COM | Stock | 03957W106 | — | 245 shares | $7,421 |
| TRACTOR SUPPLY CO COM | Stock | 892356106 | — | 237 shares | $7,415 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 28 shares | $7,413 |
| UFP INDUSTRIES INC COM | Stock | 90278Q108 | — | 96 shares | $7,413 |
| LINCOLN ELEC HLDGS INC COM | Stock | 533900106 | — | 28 shares | $7,408 |
| SITEONE LANDSCAPE SUPPLY INC COM | Stock | 82982L103 | — | 82 shares | $7,405 |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | ADR | 465562106 | — | 868 shares | $7,404 |
| TORONTO DOMINION BK ONT COM NEW | Stock | 891160509 | — | 63 shares | $7,404 |
| RPM INTL INC COM | Stock | 749685103 | — | 75 shares | $7,400 |
| EQUINOX GOLD CORP COM | Stock | 29446Y502 | — | 666 shares | $7,399 |
| ENSIGN GROUP INC COM | Stock | 29358P101 | — | 43 shares | $7,396 |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | Stock | 84615Q103 | — | 49 shares | $7,392 |
| CENTENE CORP DEL COM | Stock | 15135B101 | — | 119 shares | $7,392 |
| DEERE & CO COM | Stock | 244199105 | — | 11 shares | $7,387 |
| NATWEST GROUP PLC SPONS ADR | ADR | 639057207 | — | 407 shares | $7,387 |
| REMITLY GLOBAL INC COM | Stock | 75960P104 | — | 346 shares | $7,384 |
| BOSTON BEER INC CL A | Stock | 100557107 | — | 45 shares | $7,381 |
| CONAGRA BRANDS INC COM | Stock | 205887102 | — | 549 shares | $7,379 |
| STAG INDUSTRIAL INC COM | REIT | 85254J102 | — | 206 shares | $7,377 |
| CF INDUSTRIES HOLD COM | Stock | 125269100 | — | 64 shares | $7,373 |
| F&G ANNUITIES & LIFE INC COMMON STOCK | Stock | 30190A104 | — | 340 shares | $7,371 |
| LXP INDUSTRIAL TRUST COM | REIT | 529043408 | — | 121 shares | $7,371 |
| AURINIA PHARMACEUTICALS INC COM | Stock | 05156V102 | — | 455 shares | $7,369 |
| STONEX GROUP INC COM | Stock | 861896108 | — | 114 shares | $7,369 |
| ISHARES BIOTECHNOLOGY ETF | ETF | 464287556 | — | 35 shares | $7,369 |
| COMPANIA CERVECERIAS UNIDAS S SPONSORED ADR | ADR | 204429104 | — | 706 shares | $7,364 |
| VANECK SEMICONDUCTOR ETF | ETF | 92189F676 | — | 12 shares | $7,362 |
| KILROY REALTY CORP COM | REIT | 49427F108 | — | 221 shares | $7,353 |
| ENOVA INTL INC COM | Stock | 29357K103 | — | 44 shares | $7,353 |
| MANHATTAN ASSOCIATES INC COM | Stock | 562750109 | — | 37 shares | $7,352 |
| ENPRO INC COM | Stock | 29355X107 | — | 24 shares | $7,350 |
| LIBERTY GLOBAL LTD COM CL A | Stock | G61188101 | — | 805 shares | $7,350 |
| BRADY CORP CL A | Stock | 104674106 | — | 88 shares | $7,347 |
| DAVITA INC COM | Stock | 23918K108 | — | 42 shares | $7,347 |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | ETF | 67092P805 | — | 185 shares | $7,346 |
| TWIST BIOSCIENCE CORP COM | Stock | 90184D100 | — | 38 shares | $7,343 |
| ENERSYS COM | Stock | 29275Y102 | — | 40 shares | $7,341 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 43 shares | $7,339 |
| COPART INC COM | Stock | 217204106 | — | 269 shares | $7,338 |
| UNIVEST FINANCIAL CORPORATION COM | Stock | 915271100 | — | 179 shares | $7,335 |
| STATE STR CORP COM | Stock | 857477103 | — | 42 shares | $7,333 |
| CITIZENS FINL GROUP INC COM | Stock | 174610105 | — | 115 shares | $7,332 |
| PREFORMED LINE PRODS CO COM | Stock | 740444104 | — | 18 shares | $7,330 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 67 shares | $7,328 |
| TYLER TECHNOLOGIES INC COM | Stock | 902252105 | — | 23 shares | $7,328 |
| VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | ADR | 92837L109 | — | 112 shares | $7,319 |
| OKTA INC CL A | Stock | 679295105 | — | 35 shares | $7,319 |
| CMS ENERGY CORP COM | Stock | 125896100 | — | 116 shares | $7,317 |
| COCA COLA CO COM | Stock | 191216100 | — | 85 shares | $7,317 |
| REVOLVE GROUP INC CL A | Stock | 76156B107 | — | 343 shares | $7,316 |
| INTAPP INC COM | Stock | 45827U109 | — | 202 shares | $7,314 |