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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) |
|---|---|---|---|---|---|
| BANCO SANTANDER CHILE NEW SP ADR REP COM | ADR | 05965X109 | — | 171 shares | $5,705 |
| GOLD COM INC COM | Stock | 00181T107 | — | 134 shares | $5,704 |
| TRAVELERS COMPANIES INC COM | Stock | 89417E109 | — | 16 shares | $5,704 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 6 shares | $5,703 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 6 shares | $5,703 |
| GOLAR LNG LTD SHS | Stock | G9456A100 | — | 120 shares | $5,702 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 45 shares | $5,702 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 37 shares | $5,700 |
| FACTSET RESH SYS INC COM | Stock | 303075105 | — | 21 shares | $5,699 |
| HASBRO INC COM | Stock | 418056107 | — | 65 shares | $5,699 |
| ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF | ETF | 464288489 | — | 275 shares | $5,699 |
| ALLIANT ENERGY CORP COM | Stock | 018802108 | — | 90 shares | $5,697 |
| BLUE OWL CAPITAL CORPORATION COM | CEF | 69121K104 | — | 543 shares | $5,696 |
| ASTERA LABS INC COM | Stock | 04626A103 | — | 16 shares | $5,696 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 27 shares | $5,695 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 14 shares | $5,693 |
| FTAI AVIATION LTD SHS | Stock | G3730V105 | — | 34 shares | $5,692 |
| ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | — | 40 shares | $5,690 |
| SITEONE LANDSCAPE SUPPLY INC COM | Stock | 82982L103 | — | 63 shares | $5,690 |
| FREEDOM HOLDING CORP COM | Stock | 356390104 | — | 34 shares | $5,688 |
| TOWER SEMICONDUCTOR LTD SHS NEW | Stock | M87915274 | — | 25 shares | $5,686 |
| COMPASS INC CL A | Stock | 20464U100 | — | 640 shares | $5,683 |
| PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND | ETF | 72201R882 | — | 105 shares | $5,682 |
| BITMINE IMMERSION TECHS INC COM NEW | Stock | 09175A206 | — | 215 shares | $5,682 |
| SAMSARA INC COM CL A | Stock | 79589L106 | — | 149 shares | $5,681 |
| NEXTERA ENERGY INC UNIT 06/01/27 | Stock | 65339F663 | — | 116 shares | $5,679 |
| QUAKER HOUGHTON COM | Stock | 747316107 | — | 36 shares | $5,679 |
| LARIMAR THERAPEUTICS INC COM | Stock | 517125100 | — | 1,777 shares | $5,678 |
| UNIVERSAL DISPLAY CORP COM | Stock | 91347P105 | — | 74 shares | $5,676 |
| MEDIAALPHA INC CL A | Stock | 58450V104 | — | 593 shares | $5,675 |
| NICE LTD SPONSORED ADR | ADR | 653656108 | — | 51 shares | $5,675 |
| INTERNATIONAL PAPER CO COM | Stock | 460146103 | — | 171 shares | $5,672 |
| DEFINIUM THERAPEUTICS INC COM SHS | Stock | 24477V105 | — | 149 shares | $5,671 |
| INVESCO LTD SHS | Stock | G491BT108 | — | 188 shares | $5,670 |
| SUPER MICRO COMPUTER INC COM NEW | Stock | 86800U302 | — | 138 shares | $5,668 |
| VITA COCO CO INC COM | Stock | 92846Q107 | — | 99 shares | $5,668 |
| HOWMET AEROSPACE INC COM | Stock | 443201108 | — | 25 shares | $5,664 |
| FIRST HORIZON CORPORATION COM | Stock | 320517105 | — | 246 shares | $5,663 |
| TRACTOR SUPPLY CO COM | Stock | 892356106 | — | 181 shares | $5,663 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | 464288281 | — | 62 shares | $5,661 |
| EMBECTA CORP COMMON STOCK | Stock | 29082K105 | — | 1,000 shares | $5,660 |
| TOLL BROTHERS INC COM | Stock | 889478103 | — | 42 shares | $5,660 |
| APPLIED OPTOELECTRONICS INC COM | Stock | 03823U102 | — | 57 shares | $5,658 |
| GINKGO BIOWORKS HOLDINGS INC CL A NEW | Stock | 37611X209 | — | 441 shares | $5,658 |
| UNITED STS LIME & MINERALS INC COM | Stock | 911922102 | — | 50 shares | $5,656 |
| Q2 HLDGS INC COM | Stock | 74736L109 | — | 102 shares | $5,655 |
| KRYSTAL BIOTECH INC COM | Stock | 501147102 | — | 17 shares | $5,654 |
| SMITHFIELD FOODS INC COM | Stock | 832248207 | — | 302 shares | $5,653 |
| OKTA INC CL A | Stock | 679295105 | — | 27 shares | $5,646 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 81 shares | $5,644 |
| TWFG INC COM CL A | Stock | 87318A101 | — | 235 shares | $5,642 |
| EXLSERVICE HLDGS INC COM | Stock | 302081104 | — | 164 shares | $5,638 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 039483102 | — | 71 shares | $5,636 |
| SMARTSTOP SELF STORAG REIT INC COMMON STOCK | REIT | 83192D402 | — | 175 shares | $5,635 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 33 shares | $5,634 |
| VALE S A SPONSORED ADS | ADR | 91912E105 | — | 420 shares | $5,632 |
| MP MATERIALS CORP COM CL A | Stock | 553368101 | — | 119 shares | $5,628 |
| GENPACT LIMITED SHS | Stock | G3922B107 | — | 173 shares | $5,628 |
| BUCKLE INC COM | Stock | 118440106 | — | 131 shares | $5,626 |
| TANGER INC COM | REIT | 875465106 | — | 164 shares | $5,625 |
| HALEON PLC SPON ADS | ADR | 405552100 | — | 625 shares | $5,625 |
| VONTIER CORPORATION COM | Stock | 928881101 | — | 179 shares | $5,621 |
| MEDPACE HLDGS INC COM | Stock | 58506Q109 | — | 9 shares | $5,618 |
| BILIBILI INC SPONS ADS REP Z | ADR | 090040106 | — | 374 shares | $5,617 |
| PENTAIR PLC SHS | Stock | G7S00T104 | — | 106 shares | $5,617 |
| ANGIODYNAMICS INC COM | Stock | 03475V101 | — | 365 shares | $5,614 |
| SYSCO CORP COM | Stock | 871829107 | — | 72 shares | $5,614 |
| PTC INC COM | Stock | 69370C100 | — | 40 shares | $5,612 |
| AGREE RLTY CORP COM | REIT | 008492100 | — | 84 shares | $5,612 |
| ALIGHT INC COM SHS CL A | Stock | 01626W200 | — | 629 shares | $5,611 |
| FIRST INTST BANCSYSTEM INC COM | Stock | 32055Y201 | — | 157 shares | $5,611 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 51 shares | $5,609 |
| RITHM CAPITAL CORP COM NEW | REIT | 64828T201 | — | 628 shares | $5,608 |
| CRACKER BARREL OLD CTRY STORE COM | Stock | 22410J106 | — | 107 shares | $5,607 |
| CAVCO INDS INC DEL COM | Stock | 149568107 | — | 10 shares | $5,603 |
| AMERICAN AIRLINES GROUP INC COM | Stock | 02376R102 | — | 419 shares | $5,602 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 11 shares | $5,602 |
| HUNT J B TRANS SVCS INC COM | Stock | 445658107 | — | 25 shares | $5,601 |
| VSE CORP COM | Stock | 918284100 | — | 34 shares | $5,600 |
| TREACE MED CONCEPTS INC COM | Stock | 89455T109 | — | 1,261 shares | $5,599 |
| TRIMBLE INC COM | Stock | 896239100 | — | 98 shares | $5,597 |
| CINEMARK HLDGS INC COM | Stock | 17243V102 | — | 150 shares | $5,595 |
| CALLAWAY GOLF CO COM | Stock | 131193104 | — | 397 shares | $5,594 |
| MNTN INC CL A | Stock | 55318A108 | — | 550 shares | $5,594 |
| QUEST DIAGNOSTICS INC COM | Stock | 74834L100 | — | 24 shares | $5,594 |
| ELASTIC N V ORD SHS | Stock | N14506104 | — | 61 shares | $5,594 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 16 shares | $5,591 |
| CAMTEK LTD ORD | Stock | M20791105 | — | 36 shares | $5,589 |
| SANMINA CORP COM | Stock | 801056102 | — | 26 shares | $5,588 |
| EQUITABLE HLDGS INC COM | Stock | 29452E101 | — | 109 shares | $5,588 |
| KORN FERRY COM NEW | Stock | 500643200 | — | 78 shares | $5,584 |
| REGAL REXNORD CORPORATION COM | Stock | 758750103 | — | 36 shares | $5,584 |
| INCYTE CORP COM | Stock | 45337C102 | — | 46 shares | $5,582 |
| KONTOOR BRANDS INC COM | Stock | 50050N103 | — | 89 shares | $5,582 |
| ENDEAVOUR SILVER CORP COM | Stock | 29258Y103 | — | 650 shares | $5,577 |
| ICL GROUP LTD SHS | Stock | M53213100 | — | 1,111 shares | $5,577 |
| JBS N.V. CL A SHS | ADR | N4732M103 | — | 494 shares | $5,577 |
| ACUITY INC COM | Stock | 00508Y102 | — | 18 shares | $5,577 |
| LABCORP HOLDINGS INC COM SHS | Stock | 504922105 | — | 18 shares | $5,574 |
| TKO GROUP HOLDINGS INC CL A | Stock | 87256C101 | — | 31 shares | $5,571 |