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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) |
|---|---|---|---|---|---|
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 28 shares | $4,050 |
| POOL CORP COM | Stock | 73278L105 | — | 25 shares | $4,047 |
| EQUINIX INC COM | REIT | 29444U700 | — | 4 shares | $4,046 |
| EQUINIX INC COM | REIT | 29444U700 | — | 4 shares | $4,046 |
| INSULET CORP COM | Stock | 45784P101 | — | 31 shares | $4,045 |
| MASCO CORP COM | Stock | 574599106 | — | 60 shares | $4,044 |
| MODERNA INC COM | Stock | 60770K107 | — | 21 shares | $4,044 |
| MONOLITHIC PWR SYS INC COM | Stock | 609839105 | — | 3 shares | $4,042 |
| FORWARD AIR CORP COM | Stock | 34986A104 | — | 265 shares | $4,041 |
| PHINIA INC COMMON STOCK | Stock | 71880K101 | — | 68 shares | $4,041 |
| TRUPANION INC COM | Stock | 898202106 | — | 173 shares | $4,041 |
| SPS COMM INC COM | Stock | 78463M107 | — | 49 shares | $4,040 |
| LULULEMON ATHLETICA INC COM | Stock | 550021109 | — | 42 shares | $4,040 |
| ROYALTY PHARMA PLC SHS CLASS A | Stock | G7709Q104 | — | 69 shares | $4,037 |
| READY CAPITAL CORP COM | REIT | 75574U101 | — | 3,478 shares | $4,034 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 | — | 25 shares | $4,033 |
| CSW INDUSTRIALS INC COM | Stock | 126402106 | — | 14 shares | $4,033 |
| IQVIA HLDGS INC COM | Stock | 46266C105 | — | 15 shares | $4,033 |
| IQVIA HLDGS INC COM | Stock | 46266C105 | — | 15 shares | $4,033 |
| FORMFACTOR INC COM | Stock | 346375108 | — | 27 shares | $4,031 |
| PAYSIGN INC COM | Stock | 70451A104 | — | 299 shares | $4,031 |
| SCHEIN HENRY INC COM | Stock | 806407102 | — | 48 shares | $4,031 |
| PACS GROUP INC COM SHS | Stock | 69380Q107 | — | 97 shares | $4,030 |
| SOUTHERN FIRST BANCSHARES COM | Stock | 842873101 | — | 68 shares | $4,030 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 | — | 109 shares | $4,027 |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | ADR | 294821608 | — | 440 shares | $4,026 |
| OLLIES BARGAIN OUTLET HLDGS COM | Stock | 681116109 | — | 47 shares | $4,026 |
| VALLEY NATL BANCORP COM | Stock | 919794107 | — | 319 shares | $4,026 |
| AXT INC COM | Stock | 00246W103 | — | 52 shares | $4,025 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 70 shares | $4,024 |
| H WORLD GROUP LTD SPONSORED ADS | ADR | 44332N106 | — | 94 shares | $4,023 |
| MERITAGE HOMES CORP COM | Stock | 59001A102 | — | 64 shares | $4,022 |
| CNO FINL GROUP INC COM | Stock | 12621E103 | — | 76 shares | $4,021 |
| RESOLUTE HLDGS MGMT INC COM | Stock | 76134H101 | — | 34 shares | $4,021 |
| DILLARDS INC CL A | Stock | 254067101 | — | 6 shares | $4,020 |
| SWEETGREEN INC COM CL A | Stock | 87043Q108 | — | 453 shares | $4,018 |
| FORWARD INDUSTRIES INC COM NEW | Stock | 349932103 | — | 515 shares | $4,017 |
| ISHARES U.S. INFRASTRUCTURE ETF | ETF | 46435U713 | — | 73 shares | $4,017 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 121 shares | $4,015 |
| TRANSOCEAN LTD REGISTERED SHS | Stock | H8817H100 | — | 766 shares | $4,014 |
| NEW YORK TIMES CO MTN BE CL A | Stock | 650111107 | — | 63 shares | $4,013 |
| ST JOE CO COM | Stock | 790148100 | — | 61 shares | $4,013 |
| WEATHERFORD INTL PLC ORD SHS | Stock | G48833118 | — | 51 shares | $4,013 |
| SABINE RTY TR UNIT BEN INT | Stock | 785688102 | — | 58 shares | $4,011 |
| GODADDY INC CL A | Stock | 380237107 | — | 42 shares | $4,011 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 18 shares | $4,007 |
| GREENBRIER COS INC COM | Stock | 393657101 | — | 100 shares | $4,007 |
| HUNTINGTON INGALLS INDS INC COM | Stock | 446413106 | — | 15 shares | $4,006 |
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 047726104 | — | 69 shares | $4,004 |
| CORNING INC COM | Stock | 219350105 | — | 26 shares | $4,002 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 49 shares | $4,002 |
| BANCO DE CHILE SPONSORED ADS | ADR | 059520106 | — | 100 shares | $4,001 |
| ISHARES LONG-TERM NATIONAL MUNI BOND ETF | ETF | 46438G448 | — | 86 shares | $4,000 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 21 shares | $4,000 |
| GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | ADR | 40051E202 | — | 17 shares | $3,998 |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | ADR | 191241108 | — | 37 shares | $3,997 |
| CONNECTONE BANCORP INC COM | Stock | 20786W107 | — | 133 shares | $3,997 |
| SNAP ON INC COM | Stock | 833034101 | — | 11 shares | $3,997 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 14 shares | $3,996 |
| UNITED AIRLS HLDGS INC COM | Stock | 910047109 | — | 36 shares | $3,994 |
| BELDEN INC COM | Stock | 077454106 | — | 37 shares | $3,993 |
| PAYPAL HLDGS INC COM | Stock | 70450Y103 | — | 76 shares | $3,992 |
| TYSON FOODS INC CL A | Stock | 902494103 | — | 79 shares | $3,992 |
| NUSCALE PWR CORP CL A COM | Stock | 67079K100 | — | 505 shares | $3,990 |
| CANNAE HLDGS INC COM | Stock | 13765N107 | — | 260 shares | $3,988 |
| LIFE360 INC COM | Stock | 532206109 | — | 99 shares | $3,987 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 99 shares | $3,986 |
| GENWORTH FINL INC COM SHS | Stock | 37247D106 | — | 444 shares | $3,983 |
| PROCORE TECHNOLOGIES INC COM | Stock | 74275K108 | — | 77 shares | $3,982 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 57 shares | $3,980 |
| YETI HLDGS INC COM | Stock | 98585X104 | — | 97 shares | $3,979 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 18 shares | $3,978 |
| LIVERAMP HLDGS INC COM | Stock | 53815P108 | — | 106 shares | $3,977 |
| SKYWEST INC COM | Stock | 830879102 | — | 41 shares | $3,974 |
| ARTISAN PARTNERS ASSET MGMT I CL A | Stock | 04316A108 | — | 110 shares | $3,973 |
| LIBERTY MEDIA CORP DEL COM SER C | Stock | 531229755 | — | 43 shares | $3,973 |
| WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | ETF | 97717X784 | — | 62 shares | $3,972 |
| ATLANTA BRAVES HLDGS INC COM SER C | Stock | 047726302 | — | 75 shares | $3,971 |
| CALERES INC COM | Stock | 129500104 | — | 326 shares | $3,971 |
| GRAHAM CORP COM | Stock | 384556106 | — | 46 shares | $3,970 |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 980228308 | — | 179 shares | $3,968 |
| MARZETTI COMPANY COM | Stock | 513847103 | — | 40 shares | $3,968 |
| ROSS STORES INC COM | Stock | 778296103 | — | 17 shares | $3,968 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 035710839 | — | 210 shares | $3,967 |
| EAST WEST BANCORP INC COM | Stock | 27579R104 | — | 32 shares | $3,966 |
| AH RLTY TR INC COM | REIT | 04208T108 | — | 650 shares | $3,965 |
| SL GREEN RLTY CORP COM | REIT | 78440X887 | — | 81 shares | $3,963 |
| INVESTORS TITLE CO NC COM | Stock | 461804106 | — | 14 shares | $3,961 |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | ADR | 824596100 | — | 51 shares | $3,961 |
| ESQUIRE FINL HLDGS INC COM | Stock | 29667J101 | — | 34 shares | $3,957 |
| ESQUIRE FINL HLDGS INC COM | Stock | 29667J101 | — | 34 shares | $3,957 |
| CSX CORP COM | Stock | 126408103 | — | 85 shares | $3,953 |
| XYLEM INC COM | Stock | 98419M100 | — | 39 shares | $3,950 |
| TRUESHARES EQUITY HEDGE ETF | ETF | 210322566 | — | 162 shares | $3,949 |
| SEABOARD CORP DEL COM | Stock | 811543107 | — | 1 shares | $3,948 |
| ALNYLAM PHARMACEUTICALS INC COM | Stock | 02043Q107 | — | 16 shares | $3,948 |
| UBS GROUP AG SHS | Stock | H42097107 | — | 82 shares | $3,947 |
| AFFIRM HLDGS INC COM CL A | Stock | 00827B106 | — | 57 shares | $3,946 |
| BCE INC COM NEW | Stock | 05534B760 | — | 194 shares | $3,946 |
| ADVANCED ENERGY INDS COM | Stock | 007973100 | — | 14 shares | $3,945 |