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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) |
|---|---|---|---|---|---|
| NOMAD FOODS LTD USD ORD SHS | Stock | G6564A105 | — | 708 shares | $7,314 |
| ICL GROUP LTD SHS | Stock | M53213100 | — | 1,456 shares | $7,309 |
| PPG INDS INC COM | Stock | 693506107 | — | 70 shares | $7,303 |
| PAYPAL HLDGS INC COM | Stock | 70450Y103 | — | 139 shares | $7,302 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 22 shares | $7,300 |
| SPROUTS FMRS MKT INC COM | Stock | 85208M102 | — | 110 shares | $7,299 |
| MSC INDL DIRECT INC CL A | Stock | 553530106 | — | 59 shares | $7,299 |
| ESSENT GROUP LTD COM | Stock | G3198U102 | — | 126 shares | $7,297 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 9 shares | $7,297 |
| INVESCO ACTIVE U.S. REAL ESTATE FUND | ETF | 46090A101 | — | 76 shares | $7,296 |
| VANGUARD RUSSELL 2000 ETF | ETF | 92206C664 | — | 65 shares | $7,296 |
| AMERICAN INTL GROUP INC COM NEW | Stock | 026874784 | — | 98 shares | $7,293 |
| CHEFS WHSE INC COM | Stock | 163086101 | — | 65 shares | $7,291 |
| REGAL REXNORD CORPORATION COM | Stock | 758750103 | — | 47 shares | $7,290 |
| OMNICOM GROUP INC COM | Stock | 681919106 | — | 99 shares | $7,289 |
| AUTOHOME INC SP ADS RP CL A | ADR | 05278C107 | — | 343 shares | $7,289 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 65 shares | $7,286 |
| UNITY SOFTWARE INC COM | Stock | 91332U101 | — | 178 shares | $7,286 |
| ACI WORLDWIDE INC COM | Stock | 004498101 | — | 149 shares | $7,283 |
| FORTREA HLDGS INC COMMON STOCK | Stock | 34965K107 | — | 365 shares | $7,282 |
| COMMERCE BANCSHARES INC COM | Stock | 200525103 | — | 133 shares | $7,280 |
| LGI HOMES INC COM | Stock | 50187T106 | — | 156 shares | $7,276 |
| CELSIUS HLDGS INC COM NEW | Stock | 15118V207 | — | 266 shares | $7,275 |
| CROWN HLDGS INC COM | Stock | 228368106 | — | 69 shares | $7,273 |
| NETEASE COM INC SPONSORED ADS | ADR | 64110W102 | — | 60 shares | $7,270 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 85 shares | $7,266 |
| CHENIERE ENERGY INC COM NEW | Stock | 16411R208 | — | 27 shares | $7,264 |
| CARTER BANKSHARES INC COM NEW | Stock | 146103106 | — | 243 shares | $7,263 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 35 shares | $7,263 |
| MASTEC INC COM | Stock | 576323109 | — | 34 shares | $7,263 |
| APPLOVIN CORP COM CL A | Stock | 03831W108 | — | 25 shares | $7,261 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 | — | 85 shares | $7,260 |
| IQVIA HLDGS INC COM | Stock | 46266C105 | — | 27 shares | $7,259 |
| CF INDUSTRIES HOLD COM | Stock | 125269100 | — | 63 shares | $7,258 |
| HUBBELL INC COM | Stock | 443510607 | — | 16 shares | $7,258 |
| PEARSON PLC SPONSORED ADR | ADR | 705015105 | — | 452 shares | $7,255 |
| RADIAN GROUP INC COM | Stock | 750236101 | — | 237 shares | $7,255 |
| KANZHUN LIMITED SPONSORED ADS | ADR | 48553T106 | — | 490 shares | $7,252 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 56 shares | $7,251 |
| WAVE LIFE SCIENCES INC SHS | Stock | 94352A104 | — | 1,959 shares | $7,248 |
| ENTERGY CORP NEW COM | Stock | 29364G103 | — | 73 shares | $7,246 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 333 shares | $7,246 |
| AUTONATION INC COM | Stock | 05329W102 | — | 46 shares | $7,242 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 47 shares | $7,241 |
| PROCORE TECHNOLOGIES INC COM | Stock | 74275K108 | — | 140 shares | $7,241 |
| ESSENT GROUP LTD COM | Stock | G3198U102 | — | 125 shares | $7,239 |
| ERIE INDTY CO CL A | Stock | 29530P102 | — | 33 shares | $7,232 |
| EXPAND ENERGY CORPORATION COM | Stock | 165167735 | — | 86 shares | $7,232 |
| VANGUARD ENERGY ETF | ETF | 92204A306 | — | 42 shares | $7,231 |
| PULTE GROUP INC COM | Stock | 745867101 | — | 62 shares | $7,231 |
| MYERS INDS INC COM | Stock | 628464109 | — | 235 shares | $7,231 |
| GARRETT MOTION INC COM | Stock | 366505105 | — | 278 shares | $7,230 |
| EAGLE BANCORPORATION INC COM | Stock | 268948106 | — | 260 shares | $7,225 |
| INFINITY NAT RES INC COM CL A | Stock | 456941103 | — | 573 shares | $7,220 |
| LULULEMON ATHLETICA INC COM | Stock | 550021109 | — | 75 shares | $7,214 |
| BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | ADR | 05967A107 | — | 1,295 shares | $7,213 |
| CENCORA INC COM | Stock | 03073E105 | — | 24 shares | $7,206 |
| V F CORP COM | Stock | 918204108 | — | 513 shares | $7,206 |
| CRH PLC ORD | Stock | G25508105 | — | 87 shares | $7,204 |
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 54 shares | $7,203 |
| COMPASS DIVERSIFIED SH BEN INT | Stock | 20451Q104 | — | 660 shares | $7,201 |
| HOMEBANCORP INC COM | Stock | 43689E107 | — | 109 shares | $7,201 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 100 shares | $7,195 |
| SHARPLINK INC COM NEW | Stock | 820014405 | — | 775 shares | $7,192 |
| JABIL INC COM | Stock | 466313103 | — | 25 shares | $7,190 |
| SAILPOINT INC COM | Stock | 78781J109 | — | 353 shares | $7,187 |
| AMETEK INC COM | Stock | 031100100 | — | 29 shares | $7,184 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | 539439109 | — | 1,276 shares | $7,181 |
| VIPSHOP HLDGS LTD SPONSORED ADS A | ADR | 92763W103 | — | 574 shares | $7,181 |
| SCIENCE APPLICATIONS INTL CORP COM | Stock | 808625107 | — | 56 shares | $7,180 |
| PRICE T ROWE GROUP INC COM | Stock | 74144T108 | — | 69 shares | $7,179 |
| CORE & MAIN INC CL A | Stock | 21874C102 | — | 173 shares | $7,176 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 115 shares | $7,176 |
| INSPERITY INC COM | Stock | 45778Q107 | — | 154 shares | $7,175 |
| WESTAMERICA BANCORPORATION COM | Stock | 957090103 | — | 123 shares | $7,173 |
| SITIME CORP COM | Stock | 82982T106 | — | 11 shares | $7,172 |
| RUSH ENTERPRISES INC CL B | Stock | 781846308 | — | 133 shares | $7,170 |
| RADIAN GROUP INC COM | Stock | 750236101 | — | 234 shares | $7,163 |
| ANALOG DEVICES INC COM | Stock | 032654105 | — | 18 shares | $7,159 |
| ESCO TECHNOLOGIES INC COM | Stock | 296315104 | — | 27 shares | $7,158 |
| ALNYLAM PHARMACEUTICALS INC COM | Stock | 02043Q107 | — | 29 shares | $7,155 |
| FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | ADR | 35969L108 | — | 865 shares | $7,154 |
| HEARTLAND EXPRESS INC COM | Stock | 422347104 | — | 616 shares | $7,152 |
| GRUPO CIBEST SA SPON ADS | ADR | 40090E106 | — | 77 shares | $7,149 |
| MODERNA INC COM | Stock | 60770K107 | — | 37 shares | $7,142 |
| SOLVENTUM CORP COM SHS | Stock | 83444M101 | — | 81 shares | $7,140 |
| VAREX IMAGING CORP COM | Stock | 92214X106 | — | 387 shares | $7,140 |
| S&P GLOBAL INC COM | Stock | 78409V104 | — | 18 shares | $7,137 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 201 shares | $7,136 |
| MAXLINEAR INC COM | Stock | 57776J100 | — | 79 shares | $7,134 |
| NETEASE COM INC SPONSORED ADS | ADR | 64110W102 | — | 59 shares | $7,133 |
| VAIL RESORTS INC COM | Stock | 91879Q109 | — | 52 shares | $7,133 |
| FTAI INFRASTRUCTURE INC COMMON STOCK | Stock | 35953C106 | — | 2,584 shares | $7,132 |
| ISHARES MORTGAGE-BACKED SECURITIES ACTIVE ETF | ETF | 092528793 | — | 152 shares | $7,130 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 467 shares | $7,126 |
| GLOBE LIFE INC COM | Stock | 37959E102 | — | 43 shares | $7,123 |
| GLOBE LIFE INC COM | Stock | 37959E102 | — | 43 shares | $7,123 |
| WARNER MUSIC GROUP CORP COM CL A | Stock | 934550203 | — | 258 shares | $7,123 |
| REDDIT INC CL A | Stock | 75734B100 | — | 50 shares | $7,122 |
| DUOLINGO INC CL A COM | Stock | 26603R106 | — | 50 shares | $7,120 |