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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) |
|---|---|---|---|---|---|
| JETBLUE AIRWAYS CORP COM | Stock | 477143101 | — | 1,247 shares | $5,275 |
| ROLLINS INC COM | Stock | 775711104 | — | 175 shares | $5,271 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 55 shares | $5,269 |
| MSG KNICKERBOCKERS CORP CL A | Stock | 55825T103 | — | 13 shares | $5,268 |
| KT CORP SPONSORED ADR | ADR | 48268K101 | — | 278 shares | $5,268 |
| CHEMOURS CO COM | Stock | 163851108 | — | 388 shares | $5,265 |
| VESTIS CORPORATION COM SHS | Stock | 29430C102 | — | 394 shares | $5,264 |
| CRITICAL METALS CORP PUBCO ORD SHS | Stock | G2662B103 | — | 725 shares | $5,264 |
| REVVITY INC COM | Stock | 714046109 | — | 34 shares | $5,262 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 29 shares | $5,262 |
| MCGRATH RENTCORP COM | Stock | 580589109 | — | 46 shares | $5,260 |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | Stock | 00650F109 | — | 182 shares | $5,260 |
| ACM RESH INC COM CL A | Stock | 00108J109 | — | 65 shares | $5,260 |
| EXELIXIS INC COM | Stock | 30161Q104 | — | 90 shares | $5,257 |
| PROG HOLDINGS INC COM NPV | Stock | 74319R101 | — | 170 shares | $5,256 |
| THOMSON REUTERS CORP COM | Stock | 884903881 | — | 54 shares | $5,256 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 16 shares | $5,256 |
| STITCH FIX INC COM CL A | Stock | 860897107 | — | 2,048 shares | $5,243 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 35 shares | $5,243 |
| PRICESMART INC COM | Stock | 741511109 | — | 31 shares | $5,242 |
| TRIP COM GROUP LTD ADS | ADR | 89677Q107 | — | 134 shares | $5,239 |
| EXPONENT INC COM | Stock | 30214U102 | — | 80 shares | $5,234 |
| A10 NETWORKS INC COM | Stock | 002121101 | — | 193 shares | $5,232 |
| TOWER SEMICONDUCTOR LTD SHS NEW | Stock | M87915274 | — | 23 shares | $5,231 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 | — | 10 shares | $5,228 |
| HOVNANIAN ENTERPRISES INC CL A NEW | Stock | 442487401 | — | 47 shares | $5,225 |
| METHANEX CORP COM | Stock | 59151K108 | — | 89 shares | $5,223 |
| LINDE PLC SHS | Stock | G54950103 | — | 11 shares | $5,221 |
| SANDISK CORP COM | Stock | 80004C200 | — | 3 shares | $5,220 |
| ALAMOS GOLD INC COM CL A | Stock | 011532108 | — | 161 shares | $5,215 |
| OLD DOMINION FREIGHT LINE INC COM | Stock | 679580100 | — | 30 shares | $5,215 |
| LI AUTO INC SPONSORED ADS | ADR | 50202M102 | — | 459 shares | $5,214 |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 76954A103 | — | 349 shares | $5,214 |
| DEL MONTE CORP ORD | Stock | G36738105 | — | 174 shares | $5,213 |
| BAIDU INC SPON ADR REP A | ADR | 056752108 | — | 60 shares | $5,212 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 61 shares | $5,211 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 | — | 15 shares | $5,209 |
| MONDELEZ INTL INC CL A | Stock | 609207105 | — | 90 shares | $5,204 |
| MONDELEZ INTL INC CL A | Stock | 609207105 | — | 90 shares | $5,204 |
| ROUNDHILL SPORTS BETTING & IGAMING ETF | ETF | 53656F789 | — | 320 shares | $5,203 |
| INGRAM MICRO HLDG CORP COM | Stock | 457152106 | — | 194 shares | $5,201 |
| VICOR CORP COM | Stock | 925815102 | — | 18 shares | $5,201 |
| RLI CORP COM | Stock | 749607107 | — | 94 shares | $5,199 |
| REVVITY INC COM | Stock | 714046109 | — | 34 shares | $5,198 |
| LG DISPLAY CO LTD SPONS ADR REP | ADR | 50186V102 | — | 1,762 shares | $5,198 |
| IDT CORP CL B NEW | Stock | 448947507 | — | 65 shares | $5,198 |
| NETGEAR INC COM | Stock | 64111Q104 | — | 234 shares | $5,197 |
| DIGITAL TURBINE INC COM NEW | Stock | 25400W102 | — | 468 shares | $5,195 |
| XYLEM INC COM | Stock | 98419M100 | — | 51 shares | $5,193 |
| WEST PHARMACEUTICAL SVSC INC COM | Stock | 955306105 | — | 14 shares | $5,191 |
| TG THERAPEUTICS INC COM | Stock | 88322Q108 | — | 93 shares | $5,188 |
| ULTRA CLEAN HLDGS INC COM | Stock | 90385V107 | — | 64 shares | $5,188 |
| NMI HLDGS INC COM | Stock | 629209305 | — | 139 shares | $5,187 |
| ALKERMES PLC SHS | Stock | G01767105 | — | 128 shares | $5,187 |
| EASTMAN CHEM CO COM | Stock | 277432100 | — | 80 shares | $5,187 |
| CONTANGO SILVER & GOLD INC COM | Stock | 21077F100 | — | 309 shares | $5,185 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 | — | 73 shares | $5,181 |
| ICL GROUP LTD SHS | Stock | M53213100 | — | 1,032 shares | $5,181 |
| PALOMAR HLDGS INC COM | Stock | 69753M105 | — | 42 shares | $5,178 |
| FEDERAL AGRIC MTG CORP CL C | Stock | 313148306 | — | 25 shares | $5,173 |
| ST JOE CO COM | Stock | 790148100 | — | 79 shares | $5,172 |
| GUARDANT HEALTH INC COM | Stock | 40131M109 | — | 29 shares | $5,172 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 17 shares | $5,170 |
| GLOBANT S A COM | Stock | L44385109 | — | 149 shares | $5,170 |
| POSTAL REALTY TRUST INC CL A | REIT | 73757R102 | — | 226 shares | $5,169 |
| COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS | ADR | 20441B704 | — | 416 shares | $5,167 |
| JABIL INC COM | Stock | 466313103 | — | 18 shares | $5,163 |
| ATLANTIC UN BANKSHARES CORP COM | Stock | 04911A107 | — | 136 shares | $5,161 |
| HP INC COM | Stock | 40434L105 | — | 165 shares | $5,161 |
| INSIGHT ENTERPRISES INC COM | Stock | 45765U103 | — | 33 shares | $5,159 |
| RPC INC COM | Stock | 749660106 | — | 916 shares | $5,157 |
| ISHARES S&P MID-CAP 400 VALUE ETF | ETF | 464287705 | — | 37 shares | $5,154 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 17 shares | $5,154 |
| HUNT J B TRANS SVCS INC COM | Stock | 445658107 | — | 23 shares | $5,153 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 58 shares | $5,152 |
| BLOCK INC CL A | Stock | 852234103 | — | 70 shares | $5,147 |
| XCEL ENERGY INC COM | Stock | 98389B100 | — | 73 shares | $5,145 |
| TANGER INC COM | REIT | 875465106 | — | 150 shares | $5,145 |
| U S PHYSICAL THERAPY COM | Stock | 90337L108 | — | 60 shares | $5,144 |
| OMNICELL COM COM | Stock | 68213N109 | — | 151 shares | $5,142 |
| MARKEL GROUP INC COM | Stock | 570535104 | — | 3 shares | $5,137 |
| FOX CORP CL A COM | Stock | 35137L105 | — | 82 shares | $5,137 |
| CRANE COMPANY COMMON STOCK | Stock | 224408104 | — | 25 shares | $5,133 |
| REVOLUTION MEDICINES INC COM | Stock | 76155X100 | — | 25 shares | $5,132 |
| EXTRA SPACE STORAGE INC COM | REIT | 30225T102 | — | 39 shares | $5,129 |
| ALLIANT ENERGY CORP COM | Stock | 018802108 | — | 81 shares | $5,127 |
| LANTHEUS HLDGS INC 2.625 12/15/2027 | Convertible | 516544AB9 | — | 4,000 shares | $5,127 |
| MACOM TECH SOLUTIONS HLDGS INC COM | Stock | 55405Y100 | — | 18 shares | $5,127 |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 76954A103 | — | 343 shares | $5,124 |
| GULFPORT ENERGY CORP COMMON SHARES | Stock | 402635502 | — | 34 shares | $5,116 |
| AGNC INVT CORP COM | REIT | 00123Q104 | — | 564 shares | $5,115 |
| FIRSTSERVICE CORP NEW COM | Stock | 33767E202 | — | 40 shares | $5,115 |
| ZETA GLOBAL HOLDINGS CORP CL A | Stock | 98956A105 | — | 162 shares | $5,114 |
| DOLBY LABORATORIES INC COM CL A | Stock | 25659T107 | — | 87 shares | $5,113 |
| DYCOM INDS INC COM | Stock | 267475101 | — | 19 shares | $5,113 |
| PACS GROUP INC COM SHS | Stock | 69380Q107 | — | 123 shares | $5,111 |
| GEOPARK LTD USD SHS | Stock | G38327105 | — | 489 shares | $5,110 |
| HIGHWOODS PPTYS INC COM | REIT | 431284108 | — | 176 shares | $5,108 |
| PDF SOLUTIONS INC COM | Stock | 693282105 | — | 100 shares | $5,105 |
| CENCORA INC COM | Stock | 03073E105 | — | 17 shares | $5,104 |