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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) |
|---|---|---|---|---|---|
| INSPERITY INC COM | Stock | 45778Q107 | — | 104 shares | $4,845 |
| NEKTAR THERAPEUTICS COM NEW | Stock | 640268306 | — | 80 shares | $4,844 |
| FTAI AVIATION LTD SHS | Stock | G3730V105 | — | 29 shares | $4,844 |
| TENABLE HLDGS INC COM | Stock | 88025T102 | — | 133 shares | $4,840 |
| KKR & CO INC COM | Stock | 48251W104 | — | 53 shares | $4,839 |
| EDISON INTL COM | Stock | 281020107 | — | 90 shares | $4,836 |
| MATTHEWS INTL CORP CL A | Stock | 577128101 | — | 252 shares | $4,836 |
| NANO NUCLEAR ENERGY INC COM | Stock | 63010H108 | — | 305 shares | $4,834 |
| EAST WEST BANCORP INC COM | Stock | 27579R104 | — | 39 shares | $4,833 |
| MATSON INC COM | Stock | 57686G105 | — | 22 shares | $4,832 |
| CENTURI HOLDINGS INC COM SHS | Stock | 155923105 | — | 241 shares | $4,830 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 26 shares | $4,827 |
| WINNEBAGO INDS INC COM | Stock | 974637100 | — | 183 shares | $4,826 |
| FRONTDOOR INC COM | Stock | 35905A109 | — | 66 shares | $4,826 |
| BLACKROCK DEBT STRATEGIES FD I COM NEW | CEF | 09255R202 | — | 536 shares | $4,824 |
| ORIC PHARMACEUTICALS INC COM | Stock | 68622P109 | — | 358 shares | $4,822 |
| ERIE INDTY CO CL A | Stock | 29530P102 | — | 22 shares | $4,821 |
| VIATRIS INC COM | Stock | 92556V106 | — | 272 shares | $4,820 |
| CARRIER GLOBAL CORPORATION COM | Stock | 14448C104 | — | 88 shares | $4,819 |
| BORGWARNER INC COM | Stock | 099724106 | — | 80 shares | $4,809 |
| PRIORITY TECHNOLOGY HLDGS INC COM | Stock | 74275G107 | — | 616 shares | $4,805 |
| ARTISAN PARTNERS ASSET MGMT I CL A | Stock | 04316A108 | — | 133 shares | $4,804 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 31 shares | $4,804 |
| MSA SAFETY INC COM | Stock | 553498106 | — | 27 shares | $4,803 |
| HONDA MOTOR CO LTD ADR ECH CNV IN 3 | ADR | 438128308 | — | 152 shares | $4,803 |
| BANK OF N T BUTTERFIELD & SON SHS NEW | Stock | G0772R208 | — | 83 shares | $4,802 |
| LTC PPTYS INC COM | REIT | 502175102 | — | 112 shares | $4,801 |
| CHAMPION HOMES INC COM | Stock | 830830105 | — | 56 shares | $4,799 |
| AMCOR PLC COM NEW | Stock | G0250X149 | — | 115 shares | $4,799 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 035710839 | — | 254 shares | $4,798 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 | — | 10 shares | $4,798 |
| ODDITY TECH LTD SHS CL A | Stock | M7518J104 | — | 257 shares | $4,796 |
| OLLIES BARGAIN OUTLET HLDGS COM | Stock | 681116109 | — | 56 shares | $4,796 |
| BERKLEY W R CORP COM | Stock | 084423102 | — | 71 shares | $4,795 |
| INVESCO LTD SHS | Stock | G491BT108 | — | 159 shares | $4,795 |
| KNOWLES CORP COM | Stock | 49926D109 | — | 129 shares | $4,792 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 39 shares | $4,791 |
| FORTREA HLDGS INC COMMON STOCK | Stock | 34965K107 | — | 240 shares | $4,788 |
| IDEX CORP COM | Stock | 45167R104 | — | 21 shares | $4,788 |
| RYANAIR HOLDINGS PLC SPONSORED ADR | ADR | 783513203 | — | 87 shares | $4,786 |
| CAMPING WORLD HLDGS INC CL A | Stock | 13462K109 | — | 953 shares | $4,784 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 31 shares | $4,784 |
| VODAFONE GROUP PLC SPONSORED ADR | ADR | 92857W308 | — | 296 shares | $4,780 |
| CLEANSPARK INC COM NEW | Stock | 18452B209 | — | 371 shares | $4,778 |
| PENUMBRA INC COM | Stock | 70975L107 | — | 15 shares | $4,775 |
| MOELIS & CO CL A | Stock | 60786M105 | — | 83 shares | $4,774 |
| RLJ LODGING TR COM | REIT | 74965L101 | — | 432 shares | $4,774 |
| RALLIANT CORP COM | Stock | 750940108 | — | 69 shares | $4,773 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 13 shares | $4,772 |
| BANK OZK LITTLE ROCK ARK COM | Stock | 06417N103 | — | 104 shares | $4,771 |
| TELEKOMUNIKASI IND SPONSORED ADR | ADR | 715684106 | — | 374 shares | $4,769 |
| SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF | ETF | 82889N202 | — | 115 shares | $4,765 |
| CAL MAINE FOODS INC COM NEW | Stock | 128030202 | — | 70 shares | $4,764 |
| CLOVER HEALTH INVESTMENTS CORP COM CL A | Stock | 18914F103 | — | 1,105 shares | $4,763 |
| NEXTDECADE CORP COM | Stock | 65342K105 | — | 750 shares | $4,763 |
| VANGUARD LONG-TERM TREASURY ETF | ETF | 92206C847 | — | 95 shares | $4,763 |
| ONITY GROUP INC COM NEW | Stock | 675746606 | — | 168 shares | $4,759 |
| BARRICK MNG CORP COM SHS | Stock | 06849F108 | — | 117 shares | $4,758 |
| GXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 36262G101 | — | 107 shares | $4,756 |
| SMUCKER J M CO COM NEW | Stock | 832696405 | — | 40 shares | $4,756 |
| BELITE BIO INC SPONSORED ADS | ADR | 07782B104 | — | 28 shares | $4,755 |
| FUTU HLDGS LTD SPON ADS CL A | ADR | 36118L106 | — | 43 shares | $4,754 |
| PERRIGO CO PLC SHS | Stock | G97822103 | — | 322 shares | $4,753 |
| VNET GROUP INC SPONSORED ADS A | ADR | 90138A103 | — | 856 shares | $4,751 |
| ALLIANT ENERGY CORP COM | Stock | 018802108 | — | 75 shares | $4,748 |
| T-MOBILE US INC COM | Stock | 872590104 | — | 29 shares | $4,748 |
| LINDE PLC SHS | Stock | G54950103 | — | 10 shares | $4,747 |
| STAGWELL INC COM CL A | Stock | 85256A109 | — | 583 shares | $4,746 |
| ROBLOX CORP CL A | Stock | 771049103 | — | 112 shares | $4,745 |
| PIMCO US STOCKS PLUS ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R551 | — | 86 shares | $4,745 |
| ADMA BIOLOGICS INC COM | Stock | 000899104 | — | 473 shares | $4,744 |
| LIBERTY LATIN AMERICA LTD COM CL A | Stock | G9001E102 | — | 573 shares | $4,744 |
| MAPLEBEAR INC COM | Stock | 565394103 | — | 110 shares | $4,743 |
| PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 71844V201 | — | 127 shares | $4,742 |
| FAIR ISAAC CORP COM | Stock | 303250104 | — | 8 shares | $4,740 |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 538034109 | — | 28 shares | $4,740 |
| LOAR HOLDINGS INC COM SHS | Stock | 53947R105 | — | 77 shares | $4,737 |
| CUBESMART COM | REIT | 229663109 | — | 126 shares | $4,735 |
| HALEON PLC SPON ADS | ADR | 405552100 | — | 526 shares | $4,734 |
| ENERGY FUELS INC COM NEW | Stock | 292671708 | — | 429 shares | $4,732 |
| M/I HOMES INC COM | Stock | 55305B101 | — | 35 shares | $4,730 |
| FIRST SOLAR INC COM | Stock | 336433107 | — | 27 shares | $4,729 |
| LYFT INC CL A COM | Stock | 55087P104 | — | 315 shares | $4,728 |
| SANMINA CORP COM | Stock | 801056102 | — | 22 shares | $4,728 |
| URANIUM ENERGY CORP COM | Stock | 916896103 | — | 500 shares | $4,725 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 211 shares | $4,724 |
| DAVITA INC COM | Stock | 23918K108 | — | 27 shares | $4,723 |
| XCEL ENERGY INC COM | Stock | 98389B100 | — | 67 shares | $4,722 |
| NATWEST GROUP PLC SPONS ADR | ADR | 639057207 | — | 260 shares | $4,719 |
| RUSH ENTERPRISES INC CL A | Stock | 781846209 | — | 103 shares | $4,718 |
| EQUITY BANCSHARES INC COM CL A | Stock | 29460X109 | — | 100 shares | $4,714 |
| UPSTART HLDGS INC COM | Stock | 91680M107 | — | 205 shares | $4,713 |
| INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | ETF | 46137V605 | — | 75 shares | $4,712 |
| MID-AMER APT CMNTYS INC COM | REIT | 59522J103 | — | 40 shares | $4,710 |
| EXPAND ENERGY CORPORATION COM | Stock | 165167735 | — | 56 shares | $4,709 |
| GLADSTONE COMMERCIAL CORP COM | REIT | 376536108 | — | 373 shares | $4,709 |
| PJT PARTNERS INC COM CL A | Stock | 69343T107 | — | 33 shares | $4,709 |
| NEW JERSEY RES CORP COM | Stock | 646025106 | — | 93 shares | $4,706 |
| VIRGIN GALACTIC HOLDINGS INC COM NEW | Stock | 92766K403 | — | 1,573 shares | $4,703 |
| SS&C TECH HLDGS COM | Stock | 78467J100 | — | 61 shares | $4,701 |