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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) |
|---|---|---|---|---|---|
| DOUGLAS EMMETT INC COM | REIT | 25960P109 | — | 388 shares | $3,717 |
| NCR VOYIX CORPORATION COM | Stock | 62886E108 | — | 543 shares | $3,714 |
| EBAY INC. COM | Stock | 278642103 | — | 35 shares | $3,712 |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | ETF | 464288612 | — | 36 shares | $3,711 |
| UIPATH INC CL A | Stock | 90364P105 | — | 289 shares | $3,711 |
| TFS FINL CORP COM | Stock | 87240R107 | — | 229 shares | $3,710 |
| VERISK ANALYTICS INC COM | Stock | 92345Y106 | — | 22 shares | $3,705 |
| VIRTUS INVT PARTNERS INC COM | Stock | 92828Q109 | — | 28 shares | $3,705 |
| OPORTUN FINL CORP COM | Stock | 68376D104 | — | 455 shares | $3,704 |
| ELEMENT SOLUTIONS INC COM | Stock | 28618M106 | — | 102 shares | $3,703 |
| REDDIT INC CL A | Stock | 75734B100 | — | 26 shares | $3,703 |
| MOSAIC CO COM | Stock | 61945C103 | — | 171 shares | $3,702 |
| CHEFS WHSE INC COM | Stock | 163086101 | — | 33 shares | $3,702 |
| BITMINE IMMERSION TECHS INC COM NEW | Stock | 09175A206 | — | 140 shares | $3,700 |
| EASTMAN KODAK CO COM NEW | Stock | 277461406 | — | 387 shares | $3,700 |
| APTIV PLC COM SHS | Stock | G3265R107 | — | 86 shares | $3,700 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | — | 5 shares | $3,699 |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | ADR | 910873405 | — | 151 shares | $3,698 |
| ALMONTY INDS INC COM NEW | Stock | 020398707 | — | 281 shares | $3,698 |
| BALL CORP COM | Stock | 058498106 | — | 66 shares | $3,697 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 24 shares | $3,697 |
| ENTEGRIS INC COM | Stock | 29362U104 | — | 24 shares | $3,697 |
| FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | ADR | 35969L108 | — | 447 shares | $3,697 |
| BIO-TECHNE CORP COM | Stock | 09073M104 | — | 51 shares | $3,696 |
| NEWMONT CORP COM | Stock | 651639106 | — | 32 shares | $3,696 |
| XPO INC COM | Stock | 983793100 | — | 21 shares | $3,696 |
| FASTLY INC CL A | Stock | 31188V100 | — | 144 shares | $3,696 |
| ELDORADO GOLD CORP NEW COM | Stock | 284902509 | — | 96 shares | $3,695 |
| TREDEGAR CORP COM | Stock | 894650100 | — | 537 shares | $3,695 |
| FRONTLINE PLC COM | Stock | M46528101 | — | 75 shares | $3,695 |
| DYNATRACE INC COM NEW | Stock | 268150109 | — | 64 shares | $3,695 |
| ONTO INNOVATION INC COM | Stock | 683344105 | — | 12 shares | $3,694 |
| REINSURANCE GROUP AMER INC COM NEW | Stock | 759351604 | — | 15 shares | $3,694 |
| ENI SPA SPONSORED ADR | ADR | 26874R108 | — | 68 shares | $3,692 |
| ANGIODYNAMICS INC COM | Stock | 03475V101 | — | 240 shares | $3,691 |
| ASSURANT INC COM | Stock | 04621X108 | — | 14 shares | $3,689 |
| EXTREME NETWORKS INC COM | Stock | 30226D106 | — | 172 shares | $3,689 |
| CARDINAL HEALTH INC COM | Stock | 14149Y108 | — | 17 shares | $3,689 |
| EVERGY INC COM | Stock | 30034W106 | — | 47 shares | $3,687 |
| AMC GLOBAL MEDIA INC CL A | Stock | 00164V103 | — | 316 shares | $3,685 |
| TOOTSIE ROLL INDS INC COM | Stock | 890516107 | — | 98 shares | $3,682 |
| MOELIS & CO CL A | Stock | 60786M105 | — | 64 shares | $3,681 |
| MOSAIC CO COM | Stock | 61945C103 | — | 170 shares | $3,681 |
| INVESCO LTD SHS | Stock | G491BT108 | — | 122 shares | $3,680 |
| SUMITOMO MITSUI FIN GRP INC SPONSORED ADS | ADR | 86562M209 | — | 142 shares | $3,679 |
| AGNICO EAGLE MINES LTD COM | Stock | 008474108 | — | 20 shares | $3,678 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 169 shares | $3,677 |
| BLOCK INC CL A | Stock | 852234103 | — | 50 shares | $3,677 |
| ICICI BK LTD ADR | ADR | 45104G104 | — | 133 shares | $3,676 |
| ISHARES MSCI UNITED KINGDOM ETF | ETF | 46435G334 | — | 79 shares | $3,676 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 43 shares | $3,676 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 43 shares | $3,676 |
| FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | ADR | 344419106 | — | 31 shares | $3,675 |
| COLUMBIA SPORTSWEAR CO COM | Stock | 198516106 | — | 64 shares | $3,674 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 164 shares | $3,672 |
| KB HOME COM | Stock | 48666K109 | — | 79 shares | $3,671 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 10 shares | $3,671 |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | ETF | 78464A474 | — | 124 shares | $3,669 |
| SMITH & NEPHEW PLC SPDN ADR NEW | ADR | 83175M205 | — | 136 shares | $3,667 |
| RENTOKIL INITIAL PLC SPONSORED ADR | ADR | 760125104 | — | 186 shares | $3,666 |
| KIMCO REALTY CORP COM | REIT | 49446R109 | — | 165 shares | $3,665 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 91 shares | $3,664 |
| SYSCO CORP COM | Stock | 871829107 | — | 47 shares | $3,664 |
| SCHNEIDER NATIONAL INC CL B | Stock | 80689H102 | — | 115 shares | $3,663 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 20 shares | $3,662 |
| COLUMBIA FINL INC COM SHS | Stock | 197914104 | — | 331 shares | $3,661 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 9 shares | $3,660 |
| INVESCO MORTGAGE CAPITAL INC COM | REIT | 46131B704 | — | 603 shares | $3,660 |
| INVITATION HOMES INC COM | REIT | 46187W107 | — | 139 shares | $3,660 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 37 shares | $3,657 |
| IDEXX LABS INC COM | Stock | 45168D104 | — | 7 shares | $3,655 |
| AGCO CORP COM | Stock | 001084102 | — | 32 shares | $3,655 |
| GEN DIGITAL INC COM | Stock | 668771108 | — | 166 shares | $3,655 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 6 shares | $3,654 |
| GDS HLDGS LTD SPONSORED ADS | ADR | 36165L108 | — | 117 shares | $3,654 |
| AAR CORP COM | Stock | 000361105 | — | 36 shares | $3,653 |
| JACOBS SOLUTIONS INC COM | Stock | 46982L108 | — | 27 shares | $3,652 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 83 shares | $3,651 |
| M/I HOMES INC COM | Stock | 55305B101 | — | 27 shares | $3,649 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 38059T106 | — | 101 shares | $3,648 |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 76954A103 | — | 244 shares | $3,645 |
| FORUM ENERGY TECHNOLOGIES INC COM | Stock | 34984V209 | — | 45 shares | $3,643 |
| SKYWARD SPECIALTY INS GROUP IN COM | Stock | 830940102 | — | 69 shares | $3,643 |
| COREBRIDGE FINL INC COM | Stock | 21871X109 | — | 110 shares | $3,643 |
| AVANTOR INC COM | Stock | 05352A100 | — | 242 shares | $3,642 |
| AAON INC COM PAR $0.004 | Stock | 000360206 | — | 44 shares | $3,641 |
| IMMUNITYBIO INC COM | Stock | 45256X103 | — | 385 shares | $3,634 |
| FIDELITY NATL FINL INC COM SHS | Stock | 31620R303 | — | 94 shares | $3,633 |
| ITT INC COM | Stock | 45073V108 | — | 18 shares | $3,633 |
| MASTEC INC COM | Stock | 576323109 | — | 17 shares | $3,632 |
| DANA INC COM | Stock | 235825205 | — | 133 shares | $3,632 |
| ENTRAVISION COMMUNICATIONS CP CL A | Stock | 29382R107 | — | 494 shares | $3,631 |
| AZZ INC COM | Stock | 002474104 | — | 27 shares | $3,629 |
| RESTAURANT BRANDS INTL INC COM | Stock | 76131D103 | — | 51 shares | $3,625 |
| EQUINOR ASA SPONSORED ADR | ADR | 29446M102 | — | 87 shares | $3,619 |
| EVERFORTH INC COM | Stock | 00191U102 | — | 110 shares | $3,619 |
| LAUDER ESTEE COS INC CL A | Stock | 518439104 | — | 39 shares | $3,618 |
| WEIBO CORP SPONSORED ADR | ADR | 948596101 | — | 560 shares | $3,618 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 13 shares | $3,617 |
| CUMMINS INC COM | Stock | 231021106 | — | 7 shares | $3,616 |