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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) |
|---|---|---|---|---|---|
| BROWN FORMAN CORP CL B | Stock | 115637209 | — | 159 shares | $4,166 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 186 shares | $4,165 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 52 shares | $4,163 |
| CANADIAN NATL RY CO COM | Stock | 136375102 | — | 35 shares | $4,162 |
| BILIBILI INC SPONS ADS REP Z | ADR | 090040106 | — | 277 shares | $4,161 |
| TIM S A SPONSORED ADR | ADR | 88706T108 | — | 233 shares | $4,159 |
| LAUREATE ED INC COMMON STOCK | Stock | 518613203 | — | 109 shares | $4,159 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 15 shares | $4,159 |
| First Trust Global Tactical Commodity Strategy ETF | ETF | 33739H101 | — | 136 shares | $4,158 |
| XP INC CL A | Stock | G98239109 | — | 198 shares | $4,157 |
| ARCH CAP GROUP LTD ORD | Stock | G0450A105 | — | 45 shares | $4,156 |
| CENTRAL GARDEN & PET CO CL A NON-VTG | Stock | 153527205 | — | 124 shares | $4,156 |
| BIO RAD LABS INC CL A | Stock | 090572207 | — | 11 shares | $4,155 |
| HECLA MINING COMPANY COM | Stock | 422704106 | — | 244 shares | $4,155 |
| AMERICOLD REALTY TRUST INC COM | REIT | 03064D108 | — | 297 shares | $4,152 |
| DANA INC COM | Stock | 235825205 | — | 152 shares | $4,151 |
| PROGRESSIVE CORP COM | Stock | 743315103 | — | 20 shares | $4,150 |
| BCB BANCORP INC COM | Stock | 055298103 | — | 483 shares | $4,149 |
| HORACE MANN EDUCATORS CORP NEW COM | Stock | 440327104 | — | 93 shares | $4,148 |
| CRANE NXT CO COM | Stock | 224441105 | — | 88 shares | $4,145 |
| SIXTH STREET SPECIALTY LENDING COM | CEF | 83012A109 | — | 230 shares | $4,145 |
| PRINCIPAL FINANCIAL GROUP INC COM | Stock | 74251V102 | — | 37 shares | $4,143 |
| DECKERS OUTDOOR CORP COM | Stock | 243537107 | — | 53 shares | $4,141 |
| EPLUS INC COM | Stock | 294268107 | — | 46 shares | $4,140 |
| INTUIT COM | Stock | 461202103 | — | 15 shares | $4,136 |
| INSTEEL INDS INC COM | Stock | 45774W108 | — | 142 shares | $4,136 |
| ZIONS BANCORPORATION NATL ASSN COM | Stock | 989701107 | — | 66 shares | $4,135 |
| ANGLOGOLD ASHANTI PLC COM SHS | Stock | G0378L100 | — | 44 shares | $4,134 |
| CONOCOPHILLIPS COM | Stock | 20825C104 | — | 33 shares | $4,130 |
| WYNN RESORTS LTD COM | Stock | 983134107 | — | 52 shares | $4,130 |
| ARES CAPITAL CORP COM | CEF | 04010L103 | — | 216 shares | $4,126 |
| ALBEMARLE CORP COM | Stock | 012653101 | — | 39 shares | $4,125 |
| SANOFI SA SPONSORED ADR | ADR | 80105N105 | — | 100 shares | $4,123 |
| UP FINTECH HLDG LTD SPONSORED ADS | ADR | 91531W106 | — | 898 shares | $4,122 |
| WEBULL CORP ORD SHS | Stock | G9572D103 | — | 591 shares | $4,119 |
| QUALYS INC COM | Stock | 74758T303 | — | 22 shares | $4,118 |
| ISHARES MSCI INTL VALUE FACTOR ETF | ETF | 46435G409 | — | 96 shares | $4,117 |
| 3M CO COM | Stock | 88579Y101 | — | 25 shares | $4,117 |
| BECTON DICKINSON & CO COM | Stock | 075887109 | — | 23 shares | $4,117 |
| AMDOCS LTD SHS | Stock | G02602103 | — | 72 shares | $4,117 |
| SMITH A O CORP COM | Stock | 831865209 | — | 73 shares | $4,115 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 48 shares | $4,113 |
| EVERUS CONSTR GROUP COM | Stock | 300426103 | — | 35 shares | $4,113 |
| NEUROCRINE BIOSCIENCES INC COM | Stock | 64125C109 | — | 29 shares | $4,113 |
| AMENTUM HOLDINGS INC COM | Stock | 023939101 | — | 227 shares | $4,113 |
| BRIXMOR PPTY GROUP INC COM | REIT | 11120U105 | — | 149 shares | $4,112 |
| WILEY JOHN & SONS INC CL A | Stock | 968223206 | — | 86 shares | $4,107 |
| TELEKOMUNIKASI IND SPONSORED ADR | ADR | 715684106 | — | 322 shares | $4,106 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 9 shares | $4,106 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 | — | 11 shares | $4,106 |
| HONEST CO INC COM | Stock | 438333106 | — | 800 shares | $4,104 |
| CDW CORP COM | Stock | 12514G108 | — | 32 shares | $4,103 |
| SOFI TECHNOLOGIES INC COM | Stock | 83406F102 | — | 261 shares | $4,103 |
| SEMTECH CORP COM | Stock | 816850101 | — | 23 shares | $4,102 |
| EQUITABLE HLDGS INC COM | Stock | 29452E101 | — | 80 shares | $4,102 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 109 shares | $4,101 |
| RYDER SYS INC COM | Stock | 783549108 | — | 18 shares | $4,101 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 109 shares | $4,101 |
| CDW CORP COM | Stock | 12514G108 | — | 32 shares | $4,101 |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | ADR | 294821608 | — | 448 shares | $4,099 |
| INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JULY | ETF | 45783Y889 | — | 100 shares | $4,098 |
| HERSHEY CO COM | Stock | 427866108 | — | 26 shares | $4,098 |
| STANDEX INTL CORP COM | Stock | 854231107 | — | 15 shares | $4,096 |
| SPYRE THERAPEUTICS INC COM NEW | Stock | 00773J202 | — | 46 shares | $4,095 |
| TWILIO INC CL A | Stock | 90138F102 | — | 14 shares | $4,094 |
| ELBIT SYS LTD ORD | Stock | M3760D101 | — | 6 shares | $4,092 |
| VICTORY CAP HLDGS INC DEL COM CL A | Stock | 92645B103 | — | 37 shares | $4,092 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 8 shares | $4,091 |
| BRAZE INC COM CL A | Stock | 10576N102 | — | 163 shares | $4,091 |
| MSA SAFETY INC COM | Stock | 553498106 | — | 23 shares | $4,091 |
| AURA MINERALS INC SHS NEW | Stock | G06973112 | — | 52 shares | $4,091 |
| BORGWARNER INC COM | Stock | 099724106 | — | 68 shares | $4,087 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 46 shares | $4,086 |
| TIMKEN CO COM | Stock | 887389104 | — | 35 shares | $4,086 |
| PHILLIPS 66 COM | Stock | 718546104 | — | 16 shares | $4,085 |
| KNIFE RIVER CORP COMMON STOCK | Stock | 498894104 | — | 81 shares | $4,084 |
| EDISON INTL COM | Stock | 281020107 | — | 76 shares | $4,083 |
| BIOCRYST PHARMACEUTICALS INC COM | Stock | 09058V103 | — | 490 shares | $4,082 |
| KODIAK GAS SVCS INC COM | Stock | 50012A108 | — | 77 shares | $4,079 |
| SOLAREDGE TECHNOLOGIES INC COM | Stock | 83417M104 | — | 128 shares | $4,079 |
| BOISE CASCADE CO DEL COM | Stock | 09739D100 | — | 55 shares | $4,078 |
| HF SINCLAIR CORP COM | Stock | 403949100 | — | 38 shares | $4,078 |
| PAGERDUTY INC COM | Stock | 69553P100 | — | 270 shares | $4,077 |
| ATLANTA BRAVES HLDGS INC COM SER C | Stock | 047726302 | — | 77 shares | $4,076 |
| AMEREN CORP COM | Stock | 023608102 | — | 41 shares | $4,075 |
| PREFORMED LINE PRODS CO COM | Stock | 740444104 | — | 10 shares | $4,072 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 13 shares | $4,069 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 03990B101 | — | 35 shares | $4,066 |
| DRAFTKINGS INC NEW COM CL A | Stock | 26142V105 | — | 214 shares | $4,066 |
| FRONTVIEW REIT INC COM | REIT | 35922N100 | — | 244 shares | $4,065 |
| THE CAMPBELLS COMPANY COM | Stock | 134429109 | — | 205 shares | $4,065 |
| BRINKER INTL INC COM | Stock | 109641100 | — | 21 shares | $4,064 |
| RYMAN HOSPITALITY PPTYS INC COM | REIT | 78377T107 | — | 34 shares | $4,064 |
| COLUMBIA BKG SYS INC COM | Stock | 197236102 | — | 142 shares | $4,061 |
| DONNELLEY FINL SOLUTIONS INC COM | Stock | 25787G100 | — | 86 shares | $4,058 |
| TWIST BIOSCIENCE CORP COM | Stock | 90184D100 | — | 21 shares | $4,058 |
| SOLARIS ENERGY INFRAS INC COM CL A | Stock | 83418M103 | — | 57 shares | $4,057 |
| INGERSOLL RAND INC COM | Stock | 45687V106 | — | 54 shares | $4,056 |
| METHODE ELECTRS INC COM | Stock | 591520200 | — | 294 shares | $4,054 |
| WARRIOR MET COAL INC COM | Stock | 93627C101 | — | 46 shares | $4,051 |