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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) |
|---|---|---|---|---|---|
| PERELLA WEINBERG PARTNERS CLASS A COM | Stock | 71367G102 | — | 306 shares | $4,991 |
| AGNT INC COM | Stock | 30212W100 | — | 1,360 shares | $4,991 |
| VALE S A SPONSORED ADS | ADR | 91912E105 | — | 372 shares | $4,989 |
| 1ST SOURCE CORP COM | Stock | 336901103 | — | 59 shares | $4,986 |
| SENECA FOODS CORP NEW CL A | Stock | 817070501 | — | 28 shares | $4,984 |
| GLOBALFOUNDRIES INC ORDINARY SHARES | Stock | G39387108 | — | 104 shares | $4,984 |
| INGREDION INC COM | Stock | 457187102 | — | 52 shares | $4,982 |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | Stock | 84615Q103 | — | 33 shares | $4,978 |
| CALIFORNIA RES CORP COM STOCK | Stock | 13057Q305 | — | 98 shares | $4,978 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 595017104 | — | 64 shares | $4,977 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 150 shares | $4,977 |
| WASHINGTON TR BANCORP INC COM | Stock | 940610108 | — | 131 shares | $4,977 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 15 shares | $4,977 |
| FRONTLINE PLC COM | Stock | M46528101 | — | 101 shares | $4,976 |
| ADMA BIOLOGICS INC COM | Stock | 000899104 | — | 496 shares | $4,975 |
| TETRA TECH INC NEW COM | Stock | 88162G103 | — | 151 shares | $4,975 |
| PETROLEO BRASILEIRO S A SP ADR NON VTG | ADR | 71654V101 | — | 262 shares | $4,975 |
| DEL MONTE CORP ORD | Stock | G36738105 | — | 166 shares | $4,973 |
| EVERPURE INC CL A | Stock | 74624M102 | — | 38 shares | $4,970 |
| BITMINE IMMERSION TECHS INC COM NEW | Stock | 09175A206 | — | 188 shares | $4,969 |
| SILGAN HLDGS INC COM | Stock | 827048109 | — | 143 shares | $4,969 |
| SNAP INC CL A | Stock | 83304A106 | — | 920 shares | $4,968 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 57 shares | $4,966 |
| CLEAN HARBORS INC COM | Stock | 184496107 | — | 16 shares | $4,964 |
| NEUROCRINE BIOSCIENCES INC COM | Stock | 64125C109 | — | 35 shares | $4,964 |
| COMFORT SYS USA INC COM | Stock | 199908104 | — | 3 shares | $4,962 |
| GENTHERM INC COM | Stock | 37253A103 | — | 149 shares | $4,962 |
| AMERICAN AIRLINES GROUP INC COM | Stock | 02376R102 | — | 371 shares | $4,960 |
| MOVADO GROUP INC COM | Stock | 624580106 | — | 149 shares | $4,959 |
| SIMPSON MFG INC COM | Stock | 829073105 | — | 29 shares | $4,956 |
| DIGI INTL INC COM | Stock | 253798102 | — | 65 shares | $4,955 |
| PRAXIS PRECISION MEDICINES INC COM NEW | Stock | 74006W207 | — | 17 shares | $4,951 |
| CADELER A S SPON ADR | ADR | 12738K109 | — | 226 shares | $4,947 |
| ON HLDG AG NAMEN AKT A | Stock | H5919C104 | — | 167 shares | $4,945 |
| TRAVEL PLUS LEISURE CO COM | Stock | 894164102 | — | 80 shares | $4,944 |
| ECOPETROL S A SPONSORED ADS | ADR | 279158109 | — | 300 shares | $4,944 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 34 shares | $4,942 |
| VENTURE GLOBAL INC COM CL A | Stock | 92333F101 | — | 391 shares | $4,942 |
| ECOLAB INC COM | Stock | 278865100 | — | 18 shares | $4,942 |
| INSPERITY INC COM | Stock | 45778Q107 | — | 106 shares | $4,939 |
| APPLOVIN CORP COM CL A | Stock | 03831W108 | — | 17 shares | $4,937 |
| MEDICAL PROPERTIES TRUST INC COM | REIT | 58463J304 | — | 1,427 shares | $4,937 |
| CHINA YUCHAI INTL LTD COM | Stock | G21082105 | — | 159 shares | $4,934 |
| FORTIVE CORP COM | Stock | 34959J108 | — | 90 shares | $4,933 |
| SELECTIVE INS GROUP INC COM | Stock | 816300107 | — | 59 shares | $4,932 |
| CALIFORNIA RES CORP COM STOCK | Stock | 13057Q305 | — | 97 shares | $4,928 |
| CNX RES CORP COM | Stock | 12653C108 | — | 158 shares | $4,925 |
| PREFERRED BK LOS ANGELES CA COM NEW | Stock | 740367404 | — | 47 shares | $4,922 |
| TENARIS S A SPONSORED ADS | ADR | 88031M109 | — | 89 shares | $4,921 |
| LAUDER ESTEE COS INC CL A | Stock | 518439104 | — | 53 shares | $4,917 |
| MAPLEBEAR INC COM | Stock | 565394103 | — | 114 shares | $4,916 |
| FRANKLIN TEMPLETON INC COM | Stock | 354613101 | — | 153 shares | $4,914 |
| IRIDIUM COMMUNICATIONS INC COM | Stock | 46269C102 | — | 103 shares | $4,914 |
| ARGAN INC COM | Stock | 04010E109 | — | 13 shares | $4,913 |
| NORTHERN TR CORP COM | Stock | 665859104 | — | 29 shares | $4,911 |
| BIO RAD LABS INC CL A | Stock | 090572207 | — | 13 shares | $4,910 |
| VIATRIS INC COM | Stock | 92556V106 | — | 277 shares | $4,908 |
| VANECK PREFERRED SECURITIES EX FINANCIALS ETF | ETF | 92189F429 | — | 280 shares | $4,906 |
| COHU INC COM | Stock | 192576106 | — | 72 shares | $4,906 |
| ICF INTL INC COM | Stock | 44925C103 | — | 59 shares | $4,905 |
| PPG INDS INC COM | Stock | 693506107 | — | 47 shares | $4,904 |
| FIRST SOLAR INC COM | Stock | 336433107 | — | 28 shares | $4,904 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 145 shares | $4,898 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 | — | 69 shares | $4,897 |
| CSW INDUSTRIALS INC COM | Stock | 126402106 | — | 17 shares | $4,897 |
| GOLAR LNG LTD SHS | Stock | G9456A100 | — | 103 shares | $4,895 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | 81369Y803 | — | 25 shares | $4,894 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 24 shares | $4,894 |
| DXP ENTERPRISES INC COM NEW | Stock | 233377407 | — | 27 shares | $4,893 |
| TELOS CORP MD COM | Stock | 87969B101 | — | 1,202 shares | $4,892 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 26 shares | $4,890 |
| ATRICURE INC COM | Stock | 04963C209 | — | 87 shares | $4,889 |
| GEN DIGITAL INC COM | Stock | 668771108 | — | 222 shares | $4,888 |
| KENNAMETAL INC COM | Stock | 489170100 | — | 159 shares | $4,888 |
| DIREXION DAILY SMALL CAP BULL 3X ETF | ETF | 25459W847 | — | 85 shares | $4,887 |
| MGIC INVT CORP WIS COM | Stock | 552848103 | — | 189 shares | $4,884 |
| DOUBLEVERIFY HLDGS INC COM | Stock | 25862V105 | — | 362 shares | $4,883 |
| CHESAPEAKE UTILS CORP COM | Stock | 165303108 | — | 38 shares | $4,881 |
| MONGODB INC CL A | Stock | 60937P106 | — | 14 shares | $4,881 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 218 shares | $4,881 |
| INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | REIT | 456237106 | — | 687 shares | $4,878 |
| CACI INTL INC CL A | Stock | 127190304 | — | 8 shares | $4,873 |
| ROKU INC COM CL A | Stock | 77543R102 | — | 32 shares | $4,873 |
| PLANET LABS PBC COM CL A | Stock | 72703X106 | — | 297 shares | $4,868 |
| ST JOE CO COM | Stock | 790148100 | — | 74 shares | $4,868 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 8 shares | $4,868 |
| TRANSOCEAN LTD REGISTERED SHS | Stock | H8817H100 | — | 928 shares | $4,863 |
| ISHARES GLOBAL INFRASTRUCTURE ETF | ETF | 464288372 | — | 79 shares | $4,863 |
| DANA INC COM | Stock | 235825205 | — | 178 shares | $4,861 |
| MANCHESTER UTD PLC NEW ORD CL A | Stock | G5784H106 | — | 232 shares | $4,860 |
| WINTRUST FINL CORP COM | Stock | 97650W108 | — | 34 shares | $4,856 |
| SIMMONS FIRST NATL CORP CL A $1 PAR | Stock | 828730200 | — | 215 shares | $4,855 |
| BLOCK INC CL A | Stock | 852234103 | — | 66 shares | $4,853 |
| TEEKAY TANKERS LTD CL A | Stock | G8726X106 | — | 50 shares | $4,853 |
| TKO GROUP HOLDINGS INC CL A | Stock | 87256C101 | — | 27 shares | $4,852 |
| ATMOS ENERGY CORP COM | Stock | 049560105 | — | 31 shares | $4,850 |
| NU HLDGS LTD ORD SHS CL A | Stock | G6683N103 | — | 383 shares | $4,849 |
| CIRCLE INTERNET GROUP INC COM CL A | Stock | 172573107 | — | 59 shares | $4,848 |
| SKYWEST INC COM | Stock | 830879102 | — | 50 shares | $4,846 |
| INTERNATIONAL SEAWAYS INC COM | Stock | Y41053102 | — | 44 shares | $4,846 |