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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) |
|---|---|---|---|---|---|
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 047726104 | — | 81 shares | $4,700 |
| VERISK ANALYTICS INC COM | Stock | 92345Y106 | — | 28 shares | $4,700 |
| CLOROX CO DEL COM | Stock | 189054109 | — | 58 shares | $4,699 |
| MAGNITE INC COM | Stock | 55955D100 | — | 186 shares | $4,698 |
| FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | ADR | 35969L108 | — | 568 shares | $4,697 |
| FIRST HORIZON CORPORATION COM | Stock | 320517105 | — | 204 shares | $4,696 |
| CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 | — | 96 shares | $4,695 |
| BREAD FINANCIAL HOLDINGS INC COM | Stock | 018581108 | — | 48 shares | $4,692 |
| CHURCHILL DOWNS INC COM | Stock | 171484108 | — | 62 shares | $4,692 |
| BLACKBERRY LTD COM | Stock | 09228F103 | — | 519 shares | $4,692 |
| HOPE BANCORP INC COM | Stock | 43940T109 | — | 353 shares | $4,691 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 37 shares | $4,688 |
| HELIOS TECHNOLOGIES INC COM | Stock | 42328H109 | — | 69 shares | $4,686 |
| TRIPLE FLAG PRECIOUS METAL COM | Stock | 89679M104 | — | 152 shares | $4,683 |
| SIMPLIFY US EQUITY PLUS CONVEXITY ETF | ETF | 82889N103 | — | 103 shares | $4,677 |
| DOVER CORP COM | Stock | 260003108 | — | 25 shares | $4,676 |
| EXLSERVICE HLDGS INC COM | Stock | 302081104 | — | 136 shares | $4,676 |
| STANDARDAERO INC COM | Stock | 85423L103 | — | 219 shares | $4,676 |
| EDISON INTL COM | Stock | 281020107 | — | 87 shares | $4,675 |
| EXELIXIS INC COM | Stock | 30161Q104 | — | 80 shares | $4,673 |
| ZETA GLOBAL HOLDINGS CORP CL A | Stock | 98956A105 | — | 148 shares | $4,672 |
| NEWS CORP NEW CL A | Stock | 65249B109 | — | 163 shares | $4,670 |
| CIVISTA BANCSHARES INC COM NO PAR | Stock | 178867107 | — | 177 shares | $4,669 |
| LITHIA MTRS INC COM | Stock | 536797103 | — | 16 shares | $4,669 |
| CORPAY INC COM SHS | Stock | 219948106 | — | 12 shares | $4,663 |
| ATLANTA BRAVES HLDGS INC COM SER C | Stock | 047726302 | — | 88 shares | $4,659 |
| AGILENT TECHNOLOGIES INC COM | Stock | 00846U101 | — | 27 shares | $4,652 |
| LENNAR CORP CL A | Stock | 526057104 | — | 57 shares | $4,651 |
| BOEING CO COM | Stock | 097023105 | — | 25 shares | $4,651 |
| HARTFORD INSURANCE GROUP INC COM | Stock | 416515104 | — | 38 shares | $4,650 |
| AXON ENTERPRISE INC COM | Stock | 05464C101 | — | 11 shares | $4,648 |
| AXON ENTERPRISE INC COM | Stock | 05464C101 | — | 11 shares | $4,648 |
| FIRSTCASH HOLDINGS INC COM | Stock | 33768G107 | — | 22 shares | $4,647 |
| ENSIGN GROUP INC COM | Stock | 29358P101 | — | 27 shares | $4,644 |
| ALASKA AIR GROUP INC COM | Stock | 011659109 | — | 120 shares | $4,644 |
| ALAMO GROUP INC COM | Stock | 011311107 | — | 30 shares | $4,643 |
| CATHAY GEN BANCORP COM | Stock | 149150104 | — | 78 shares | $4,641 |
| BANCO DE CHILE SPONSORED ADS | ADR | 059520106 | — | 116 shares | $4,641 |
| LATAM AIRLINES GROUP SA SPONSORED ADR | ADR | 51817R205 | — | 93 shares | $4,640 |
| ADVISORSHARES ACTIVE BEAR ETF | ETF | 00768Y883 | — | 295 shares | $4,631 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 | — | 18 shares | $4,631 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 4 shares | $4,628 |
| PROCEPT BIOROBOTICS CORP COM | Stock | 74276L105 | — | 254 shares | $4,628 |
| CIMPRESS PLC SHS EURO | Stock | G2143T103 | — | 60 shares | $4,627 |
| PARK HOTELS & RESORTS INC COM | REIT | 700517105 | — | 300 shares | $4,626 |
| CENTRAL GARDEN & PET CO CL A NON-VTG | Stock | 153527205 | — | 138 shares | $4,626 |
| GRUPO AEROMEXICO SAB DE CV SPONSORED ADS | ADR | 40054J109 | — | 293 shares | $4,626 |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 636274409 | — | 61 shares | $4,625 |
| FIVE9 INC COM | Stock | 338307101 | — | 136 shares | $4,625 |
| GRAIL INC COM | Stock | 384747101 | — | 33 shares | $4,624 |
| NOVA LTD COM | Stock | M7516K103 | — | 12 shares | $4,622 |
| BANK OF HI CORP COM | Stock | 062540109 | — | 67 shares | $4,618 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 13 shares | $4,615 |
| REPLIGEN CORP COM | Stock | 759916109 | — | 24 shares | $4,614 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 5 shares | $4,612 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 76 shares | $4,608 |
| MUELLER INDS INC COM | Stock | 624756102 | — | 76 shares | $4,606 |
| PEARSON PLC SPONSORED ADR | ADR | 705015105 | — | 287 shares | $4,606 |
| BURFORD CAP LTD ORD SHS | Stock | G17977110 | — | 1,175 shares | $4,606 |
| PLANET FITNESS MASTER ISSUER L CL A | Stock | 72703H101 | — | 109 shares | $4,602 |
| GFL ENVIRONMENTAL INC SUB VTG SHS | Stock | 36168Q104 | — | 110 shares | $4,601 |
| BRIDGEWATER BANCSHARES INC COM | Stock | 108621103 | — | 228 shares | $4,599 |
| ALAMOS GOLD INC COM CL A | Stock | 011532108 | — | 142 shares | $4,599 |
| ARCUS BIOSCIENCES INC COM | Stock | 03969F109 | — | 178 shares | $4,598 |
| NEXTPOWER INC COM | Stock | 65290E101 | — | 59 shares | $4,598 |
| INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER | ETF | 45784N528 | — | 200 shares | $4,594 |
| M/I HOMES INC COM | Stock | 55305B101 | — | 34 shares | $4,594 |
| AURORA INNOVATION INC CLASS A COM | Stock | 051774107 | — | 829 shares | $4,593 |
| LAS VEGAS SANDS CORP COM | Stock | 517834107 | — | 121 shares | $4,592 |
| ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | ADR | 00215W100 | — | 103 shares | $4,591 |
| RAYONIER INC COM | REIT | 754907103 | — | 250 shares | $4,590 |
| ROGERS COMMUNICATIONS INC CL B | Stock | 775109200 | — | 149 shares | $4,589 |
| SI BONE INC COM | Stock | 825704109 | — | 244 shares | $4,587 |
| BELITE BIO INC SPONSORED ADS | ADR | 07782B104 | — | 27 shares | $4,585 |
| TORONTO DOMINION BK ONT COM NEW | Stock | 891160509 | — | 39 shares | $4,584 |
| KYMERA THERAPEUTICS INC COM | Stock | 501575104 | — | 41 shares | $4,583 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 9 shares | $4,583 |
| ESSEX PPTY TR INC COM | REIT | 297178105 | — | 17 shares | $4,580 |
| SLB LIMITED COM STK | Stock | 806857108 | — | 94 shares | $4,580 |
| HUMANA INC COM | Stock | 444859102 | — | 12 shares | $4,579 |
| HUMANA INC COM | Stock | 444859102 | — | 12 shares | $4,579 |
| PGIM TOTAL RETURN BOND ETF | ETF | 69344A800 | — | 116 shares | $4,575 |
| NORTHWEST NAT HLDG CO COM | Stock | 66765N105 | — | 98 shares | $4,574 |
| JEFFERIES FINANCIAL GROUP INC COM | Stock | 47233W109 | — | 100 shares | $4,573 |
| AMC GLOBAL MEDIA INC CL A | Stock | 00164V103 | — | 392 shares | $4,571 |
| PAYCOM SOFTWARE INC COM | Stock | 70432V102 | — | 21 shares | $4,571 |
| PAR PAC HOLDINGS INC COM NEW | Stock | 69888T207 | — | 56 shares | $4,571 |
| VICI PPTYS INC COM | REIT | 925652109 | — | 199 shares | $4,571 |
| AFFIRM HLDGS INC COM CL A | Stock | 00827B106 | — | 66 shares | $4,569 |
| BELLRING BRANDS INC COMMON STOCK | Stock | 07831C103 | — | 594 shares | $4,568 |
| GROUP 1 AUTOMOTIVE INC COM | Stock | 398905109 | — | 19 shares | $4,568 |
| ADAMAS TRUST INC. COM | REIT | 649604840 | — | 587 shares | $4,567 |
| SILVERCORP METALS INC COM | Stock | 82835P103 | — | 428 shares | $4,567 |
| AGILYSYS INC COM | Stock | 00847J105 | — | 47 shares | $4,563 |
| H2O AMERICA COM | Stock | 784305104 | — | 74 shares | $4,561 |
| CAPITAL BANCORP INC MD COM | Stock | 139737100 | — | 116 shares | $4,560 |
| SMARTFINANCIAL INC COM NEW | Stock | 83190L208 | — | 92 shares | $4,560 |
| HESS MIDSTREAM LP CL A SHS | Stock | 428103105 | — | 122 shares | $4,559 |
| HIMS & HERS HEALTH INC COM CL A | Stock | 433000106 | — | 153 shares | $4,558 |
| CGI INC CL A SUB VTG | Stock | 12532H104 | — | 67 shares | $4,558 |