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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) |
|---|---|---|---|---|---|
| SAFETY INS GROUP INC COM | Stock | 78648T100 | — | 44 shares | $4,558 |
| ARCH CAP GROUP LTD ORD | Stock | G0450A105 | — | 49 shares | $4,558 |
| ASCENDIS PHARMA A/S ORD SHS | Stock | K08588103 | — | 20 shares | $4,557 |
| PHOTRONICS INC COM | Stock | 719405102 | — | 148 shares | $4,555 |
| BLACK HILLS CORP COM | Stock | 092113109 | — | 65 shares | $4,555 |
| SHOALS TECHNOLOGIES GROUP INC CL A | Stock | 82489W107 | — | 562 shares | $4,552 |
| AEROVIRONMENT INC COM | Stock | 008073108 | — | 32 shares | $4,551 |
| GRAY MEDIA INC COM | Stock | 389375106 | — | 1,011 shares | $4,550 |
| APPIAN CORP CL A | Stock | 03782L101 | — | 129 shares | $4,550 |
| ALBEMARLE CORP COM | Stock | 012653101 | — | 43 shares | $4,549 |
| PORCH GROUP INC COM | Stock | 733245104 | — | 273 shares | $4,548 |
| INVESCO S&P 500 MOMENTUM ETF | ETF | 46138E339 | — | 30 shares | $4,547 |
| CHEMED CORP NEW COM | Stock | 16359R103 | — | 9 shares | $4,546 |
| HUNTINGTON INGALLS INDS INC COM | Stock | 446413106 | — | 17 shares | $4,540 |
| UBIQUITI INC COM | Stock | 90353W103 | — | 8 shares | $4,540 |
| GRAHAM HLDGS CO COM CL B | Stock | 384637104 | — | 4 shares | $4,539 |
| GRAHAM HLDGS CO COM CL B | Stock | 384637104 | — | 4 shares | $4,539 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 79 shares | $4,538 |
| SOUTHERN MO BANCORP INC COM | Stock | 843380106 | — | 64 shares | $4,538 |
| OCTAVE INTELLIGENCE PLC ORD SHS CL B | Stock | G22845104 | — | 240 shares | $4,534 |
| BELDEN INC COM | Stock | 077454106 | — | 42 shares | $4,533 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 3 shares | $4,533 |
| ENCORE CAP GROUP INC COM | Stock | 292554102 | — | 48 shares | $4,533 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 3 shares | $4,533 |
| BELDEN INC COM | Stock | 077454106 | — | 42 shares | $4,533 |
| ADDUS HOMECARE CORP COM | Stock | 006739106 | — | 41 shares | $4,532 |
| HEXCEL CORP NEW COM | Stock | 428291108 | — | 54 shares | $4,532 |
| ZYMEWORKS INC COM | Stock | 98985Y108 | — | 171 shares | $4,530 |
| EQUIFAX INC COM | Stock | 294429105 | — | 33 shares | $4,529 |
| BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | Stock | G17434104 | — | 124 shares | $4,528 |
| DOLBY LABORATORIES INC COM CL A | Stock | 25659T107 | — | 77 shares | $4,525 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 | — | 66 shares | $4,522 |
| MFA FINL INC COM | REIT | 55272X607 | — | 576 shares | $4,522 |
| BRIGHTVIEW HLDGS INC COM | Stock | 10948C107 | — | 452 shares | $4,520 |
| DOW HLDGS INC COM | Stock | 260557103 | — | 164 shares | $4,517 |
| HEALTHEQUITY INC COM | Stock | 42226A107 | — | 51 shares | $4,511 |
| INTERNATIONAL PAPER CO COM | Stock | 460146103 | — | 136 shares | $4,511 |
| ISHARES 20 YEAR TREASURY BOND ETF | ETF | 464287432 | — | 58 shares | $4,511 |
| TELEPHONE & DATA SYS INC COM NEW | Stock | 879433829 | — | 133 shares | $4,511 |
| ALPHATEC HLDGS INC COM NEW | Stock | 02081G201 | — | 437 shares | $4,510 |
| SCHWAB U.S. REIT ETF | ETF | 808524847 | — | 205 shares | $4,510 |
| ASTEC INDS INC COM | Stock | 046224101 | — | 112 shares | $4,507 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 74348A467 | — | 83 shares | $4,507 |
| CONOCOPHILLIPS COM | Stock | 20825C104 | — | 36 shares | $4,505 |
| QUALCOMM INC COM | Stock | 747525103 | — | 24 shares | $4,504 |
| COREBRIDGE FINL INC COM | Stock | 21871X109 | — | 136 shares | $4,504 |
| KODIAK GAS SVCS INC COM | Stock | 50012A108 | — | 85 shares | $4,502 |
| AFFIRM HLDGS INC COM CL A | Stock | 00827B106 | — | 65 shares | $4,500 |
| ENACT HLDGS INC COM | Stock | 29249E109 | — | 104 shares | $4,499 |
| IES HOLDINGS INC COM | Stock | 44951W106 | — | 14 shares | $4,495 |
| COUPANG INC CL A | Stock | 22266T109 | — | 324 shares | $4,494 |
| ELASTIC N V ORD SHS | Stock | N14506104 | — | 49 shares | $4,493 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 42 shares | $4,492 |
| OTTER TAIL CORP COM | Stock | 689648103 | — | 51 shares | $4,490 |
| ICF INTL INC COM | Stock | 44925C103 | — | 54 shares | $4,489 |
| CINTAS CORP COM | Stock | 172908105 | — | 23 shares | $4,486 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 41 shares | $4,485 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | Stock | N53745100 | — | 78 shares | $4,483 |
| RINGCENTRAL INC CL A | Stock | 76680R206 | — | 60 shares | $4,482 |
| ESAB CORPORATION COM | Stock | 29605J106 | — | 68 shares | $4,480 |
| IDT CORP CL B NEW | Stock | 448947507 | — | 56 shares | $4,478 |
| AVEPOINT INC COM CL A | Stock | 053604104 | — | 318 shares | $4,477 |
| HUT 8 CORP COM | Stock | 44812J104 | — | 52 shares | $4,477 |
| TRACTOR SUPPLY CO COM | Stock | 892356106 | — | 143 shares | $4,474 |
| ACADIA PHARMACEUTICALS INC COM | Stock | 004225108 | — | 222 shares | $4,473 |
| AMEREN CORP COM | Stock | 023608102 | — | 45 shares | $4,472 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 29 shares | $4,468 |
| KLAVIYO INC COM SER A | Stock | 49845K101 | — | 284 shares | $4,467 |
| TAL ED GROUP SPONSORED ADS | ADR | 874080104 | — | 370 shares | $4,466 |
| TG THERAPEUTICS INC COM | Stock | 88322Q108 | — | 80 shares | $4,462 |
| NETSTREIT CORP COM | REIT | 64119V303 | — | 252 shares | $4,455 |
| HILTON WORLDWIDE HLDGS INC COM | Stock | 43300A203 | — | 14 shares | $4,454 |
| DANA INC COM | Stock | 235825205 | — | 163 shares | $4,452 |
| DIREXION SHARES ETF TRUST DAIL INDU BU ETF | ETF | 25460E737 | — | 60 shares | $4,452 |
| INSMED INC COM PAR $.01 | Stock | 457669307 | — | 39 shares | $4,451 |
| AMER SPORTS INC COM SHS | Stock | G0260P102 | — | 163 shares | $4,448 |
| BAKER HUGHES COMPANY CL A | Stock | 05722G100 | — | 81 shares | $4,447 |
| GCM GROSVENOR INC COM CL A | Stock | 36831E108 | — | 345 shares | $4,447 |
| VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | ADR | 92837L109 | — | 68 shares | $4,444 |
| ENLIGHT RENEWABLE ENERGY LTD SHS | Stock | M4056D110 | — | 64 shares | $4,442 |
| TANGO THERAPEUTICS INC COM | Stock | 87583X109 | — | 178 shares | $4,441 |
| OLD REP INTL CORP COM | Stock | 680223104 | — | 119 shares | $4,440 |
| TRUESHARES S&P AUTOCALLABLE HIGH INCOME ETF | ETF | 210322582 | — | 178 shares | $4,440 |
| ALEXANDERS INC COM | REIT | 014752109 | — | 18 shares | $4,437 |
| PLEXUS CORP COM | Stock | 729132100 | — | 17 shares | $4,436 |
| PERMIAN RESOURCES CORP CLASS A COM | Stock | 71424F105 | — | 210 shares | $4,435 |
| WEC ENERGY GROUP INC COM | Stock | 92939U106 | — | 44 shares | $4,434 |
| SELECT WATER SOLUTIONS INC CL A COM | Stock | 81617J301 | — | 224 shares | $4,433 |
| FEDERAL SIGNAL CORP COM | Stock | 313855108 | — | 40 shares | $4,432 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 131 shares | $4,425 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 33 shares | $4,422 |
| NEIGHBORHOOD INTELLIGENCE INC COM | Stock | 690370101 | — | 1,503 shares | $4,419 |
| SENTINELONE INC CL A | Stock | 81730H109 | — | 186 shares | $4,419 |
| SONOS INC COM | Stock | 83570H108 | — | 247 shares | $4,419 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 | — | 48 shares | $4,416 |
| CONCENTRIX CORP COM | Stock | 20602D101 | — | 177 shares | $4,416 |
| HERSHEY CO COM | Stock | 427866108 | — | 28 shares | $4,413 |
| COSTAR GROUP INC COM | Stock | 22160N109 | — | 161 shares | $4,411 |
| COUPANG INC CL A | Stock | 22266T109 | — | 318 shares | $4,411 |
| STERIS PLC SHS USD | Stock | G8473T100 | — | 21 shares | $4,410 |