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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) |
|---|---|---|---|---|---|
| INVESCO LTD SHS | Stock | G491BT108 | — | 202 shares | $6,092 |
| SLIDE INS HLDGS INC COM | Stock | 831349105 | — | 273 shares | $6,091 |
| DAKOTA GOLD CORP COM | Stock | 46655E100 | — | 1,000 shares | $6,090 |
| US FOODS HLDG CORP COM | Stock | 912008109 | — | 66 shares | $6,086 |
| PINNACLE FINL PARTNERS INC COM | Stock | 72348N109 | — | 65 shares | $6,085 |
| OLD DOMINION FREIGHT LINE INC COM | Stock | 679580100 | — | 35 shares | $6,084 |
| CENTURY ALUM CO COM | Stock | 156431108 | — | 169 shares | $6,081 |
| ECOPETROL S A SPONSORED ADS | ADR | 279158109 | — | 369 shares | $6,081 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 | — | 146 shares | $6,079 |
| HARMONY GOLD MNG LTD SPONSORED ADR | ADR | 413216300 | — | 343 shares | $6,078 |
| OTTER TAIL CORP COM | Stock | 689648103 | — | 69 shares | $6,075 |
| CONSTELLIUM SE CL A SHS | Stock | F21107101 | — | 251 shares | $6,072 |
| CERTARA INC COM | Stock | 15687V109 | — | 660 shares | $6,072 |
| RPC INC COM | Stock | 749660106 | — | 1,078 shares | $6,069 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 160 shares | $6,066 |
| TRINET GROUP INC COM | Stock | 896288107 | — | 97 shares | $6,066 |
| DESCARTES SYS GROUP INC COM | Stock | 249906108 | — | 75 shares | $6,065 |
| CYTOKINETICS INC COM NEW | Stock | 23282W605 | — | 92 shares | $6,064 |
| AMDOCS LTD SHS | Stock | G02602103 | — | 106 shares | $6,061 |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | ETF | 316092204 | — | 64 shares | $6,061 |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | Stock | 741623102 | — | 318 shares | $6,058 |
| DORIAN LPG LTD SHS USD | Stock | Y2106R110 | — | 110 shares | $6,057 |
| ROCKET PHARMACEUTICALS INC COM | Stock | 77313F106 | — | 2,302 shares | $6,054 |
| CRICUT INC COM CL A | Stock | 22658D100 | — | 948 shares | $6,048 |
| MADRIGAL PHARMACEUTICALS INC COM | Stock | 558868105 | — | 12 shares | $6,048 |
| PRINCIPAL FINANCIAL GROUP INC COM | Stock | 74251V102 | — | 54 shares | $6,046 |
| HILTON WORLDWIDE HLDGS INC COM | Stock | 43300A203 | — | 19 shares | $6,044 |
| TALOS ENERGY INC COM | Stock | 87484T108 | — | 370 shares | $6,042 |
| TRANSOCEAN LTD REGISTERED SHS | Stock | H8817H100 | — | 1,153 shares | $6,042 |
| FIRST INTERNET BANCORP COM | Stock | 320557101 | — | 229 shares | $6,034 |
| DEFIANCE DAILY TARGET 2X LONG MSTR ETF | ETF | 88636W221 | — | 330 shares | $6,032 |
| DILLARDS INC CL A | Stock | 254067101 | — | 9 shares | $6,030 |
| ALBEMARLE CORP COM | Stock | 012653101 | — | 57 shares | $6,029 |
| NRG ENERGY INC COM NEW | Stock | 629377508 | — | 63 shares | $6,026 |
| U HAUL HOLDING COMPANY COM SER N | Stock | 023586506 | — | 114 shares | $6,025 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | 539439109 | — | 1,068 shares | $6,015 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 69 shares | $6,011 |
| PENSKE AUTOMOTIVE GRP INC COM | Stock | 70959W103 | — | 30 shares | $6,010 |
| FIRSTSERVICE CORP NEW COM | Stock | 33767E202 | — | 47 shares | $6,010 |
| ULTA BEAUTY INC COM | Stock | 90384S303 | — | 11 shares | $6,008 |
| UNITED RENTALS INC COM | Stock | 911363109 | — | 6 shares | $6,005 |
| FLYWIRE CORPORATION COM VTG | Stock | 302492103 | — | 343 shares | $6,003 |
| CYTEK BIOSCIENCES INC COM | Stock | 23285D109 | — | 1,007 shares | $6,002 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 29 shares | $6,002 |
| MAREX GROUP LTD ORD | Stock | G5S37H101 | — | 86 shares | $5,999 |
| FRANKLIN FTSE AUSTRALIA ETF | ETF | 35473P843 | — | 177 shares | $5,998 |
| FLOWSERVE CORP COM | Stock | 34354P105 | — | 82 shares | $5,996 |
| INVESCO KBW PREMIUM YIELD EQUITY REIT ETF | ETF | 46138E594 | — | 360 shares | $5,990 |
| ACM RESH INC COM CL A | Stock | 00108J109 | — | 74 shares | $5,988 |
| HDFC BANK LTD SPONSORED ADS | ADR | 40415F101 | — | 268 shares | $5,987 |
| BATH & BODY WORKS INC COM | Stock | 070830104 | — | 376 shares | $5,986 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 27 shares | $5,982 |
| CINTAS CORP COM | Stock | 172908105 | — | 31 shares | $5,982 |
| KNOWLES CORP COM | Stock | 49926D109 | — | 161 shares | $5,981 |
| MACOM TECH SOLUTIONS HLDGS INC COM | Stock | 55405Y100 | — | 21 shares | $5,981 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 | — | 65 shares | $5,980 |
| CAE INC COM | Stock | 124765108 | — | 249 shares | $5,978 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 | — | 14 shares | $5,974 |
| INTERNATIONAL PAPER CO COM | Stock | 460146103 | — | 180 shares | $5,971 |
| CORECIVIC INC COM | Stock | 21871N101 | — | 185 shares | $5,966 |
| RH COM | Stock | 74967X103 | — | 49 shares | $5,966 |
| CENTENE CORP DEL COM | Stock | 15135B101 | — | 96 shares | $5,964 |
| HECLA MINING COMPANY COM | Stock | 422704106 | — | 350 shares | $5,961 |
| MURPHY OIL CORP COM | Stock | 626717102 | — | 161 shares | $5,960 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 41 shares | $5,959 |
| CULLEN FROST BANKERS INC COM | Stock | 229899109 | — | 39 shares | $5,954 |
| BANK FIRST CORP COM | Stock | 06211J100 | — | 40 shares | $5,952 |
| NORTHWESTERN ENERGY GROUP INC COM NEW | Stock | 668074305 | — | 87 shares | $5,949 |
| INSTALLED BLDG PRODS INC COM | Stock | 45780R101 | — | 31 shares | $5,948 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 | — | 25 shares | $5,945 |
| API GROUP CORP COM STK | Stock | 00187Y100 | — | 154 shares | $5,944 |
| FACTSET RESH SYS INC COM | Stock | 303075105 | — | 22 shares | $5,939 |
| ALIGNMENT HEALTHCARE INC COM | Stock | 01625V104 | — | 727 shares | $5,932 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 | — | 40 shares | $5,932 |
| ISHARES U.S. TREASURY BOND ETF | ETF | 46429B267 | — | 271 shares | $5,931 |
| BYLINE BANCORP INC COM | Stock | 124411109 | — | 161 shares | $5,930 |
| INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER | ETF | 45782C128 | — | 151 shares | $5,924 |
| PVH CORPORATION COM | Stock | 693656100 | — | 80 shares | $5,924 |
| ARTISAN PARTNERS ASSET MGMT I CL A | Stock | 04316A108 | — | 164 shares | $5,924 |
| TONIX PHARMACEUTICALS HLDG CO COM NEW | Stock | 890260839 | — | 608 shares | $5,922 |
| ON SEMICONDUCTOR CORP 0 05/01/2027 | Convertible | 682189AS4 | — | 4,000 shares | $5,920 |
| COSTAR GROUP INC COM | Stock | 22160N109 | — | 216 shares | $5,918 |
| EXTRA SPACE STORAGE INC COM | REIT | 30225T102 | — | 45 shares | $5,918 |
| VEECO INSTRS INC DEL COM | Stock | 922417100 | — | 114 shares | $5,917 |
| ATLASSIAN CORPORATION CL A | Stock | 049468101 | — | 33 shares | $5,917 |
| ISHARES ESG OPTIMIZED MSCI USA ETF | ETF | 464288802 | — | 38 shares | $5,916 |
| ISHARES MSCI SWITZERLAND ETF | ETF | 464286749 | — | 100 shares | $5,915 |
| ACCO BRANDS CORP COM | Stock | 00081T108 | — | 1,408 shares | $5,914 |
| T. ROWE PRICE GROWTH STOCK ETF | ETF | 87283Q305 | — | 122 shares | $5,912 |
| QUALCOMM INC COM | Stock | 747525103 | — | 32 shares | $5,907 |
| SPROUTS FMRS MKT INC COM | Stock | 85208M102 | — | 89 shares | $5,905 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 | — | 12 shares | $5,902 |
| SUMMIT HOTEL PPTYS COM | REIT | 866082100 | — | 988 shares | $5,898 |
| ARDMORE SHIPPING CORP COM | Stock | Y0207T100 | — | 316 shares | $5,897 |
| PARK NATL CORP COM | Stock | 700658107 | — | 33 shares | $5,896 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 44 shares | $5,896 |
| AMERICAN HEALTHCARE REIT INC COM SHS | REIT | 398182303 | — | 115 shares | $5,895 |
| POLARIS INC COM | Stock | 731068102 | — | 113 shares | $5,893 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | Stock | 50077B207 | — | 138 shares | $5,891 |
| NASDAQ INC COM | Stock | 631103108 | — | 64 shares | $5,889 |