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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) |
|---|---|---|---|---|---|
| FORTUNE BRANDS INNOVATIONS INC COM | Stock | 34964C106 | — | 95 shares | $3,615 |
| CENTURY COMMUNITIES INC COM | Stock | 156504300 | — | 60 shares | $3,615 |
| PACS GROUP INC COM SHS | Stock | 69380Q107 | — | 87 shares | $3,615 |
| SOLVENTUM CORP COM SHS | Stock | 83444M101 | — | 41 shares | $3,614 |
| HORACE MANN EDUCATORS CORP NEW COM | Stock | 440327104 | — | 81 shares | $3,613 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 38059T106 | — | 100 shares | $3,612 |
| DAKOTA GOLD CORP COM | Stock | 46655E100 | — | 593 shares | $3,611 |
| 3M CO COM | Stock | 88579Y101 | — | 22 shares | $3,611 |
| SMITH A O CORP COM | Stock | 831865209 | — | 64 shares | $3,608 |
| A10 NETWORKS INC COM | Stock | 002121101 | — | 133 shares | $3,606 |
| AON PLC SHS CL A | Stock | G0403H108 | — | 13 shares | $3,604 |
| ROCKET COS INC COM CL A | Stock | 77311W101 | — | 313 shares | $3,603 |
| SEA LTD SPONSORD ADS | ADR | 81141R100 | — | 37 shares | $3,602 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 4 shares | $3,601 |
| TOWNEBANK PORTSMOUTH VA COM | Stock | 89214P109 | — | 101 shares | $3,601 |
| EDISON INTL COM | Stock | 281020107 | — | 67 shares | $3,600 |
| ALBEMARLE CORP COM | Stock | 012653101 | — | 34 shares | $3,597 |
| CONDUENT INC COM | Stock | 206787103 | — | 2,306 shares | $3,597 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 | — | 19 shares | $3,593 |
| THE BALDWIN INSURANCE GRP INC COM CL A | Stock | 05589G102 | — | 113 shares | $3,592 |
| MURPHY OIL CORP COM | Stock | 626717102 | — | 97 shares | $3,591 |
| VANGUARD UTILITIES ETF | ETF | 92204A876 | — | 21 shares | $3,591 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 101 shares | $3,590 |
| JBT MAREL CORPORATION COM | Stock | 477839104 | — | 34 shares | $3,590 |
| KRAFT HEINZ CO COM | Stock | 500754106 | — | 158 shares | $3,590 |
| MIRUM PHARMACEUTICALS INC COM | Stock | 604749101 | — | 42 shares | $3,590 |
| NEWMARKET CORP COM | Stock | 651587107 | — | 4 shares | $3,590 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 42 shares | $3,590 |
| COGNEX CORP COM | Stock | 192422103 | — | 59 shares | $3,588 |
| INTERDIGITAL INC COM | Stock | 45867G101 | — | 11 shares | $3,587 |
| DAUCH CORP COM | Stock | 024061103 | — | 687 shares | $3,586 |
| WORLD ACCEP CORPORATION COM | Stock | 981419104 | — | 21 shares | $3,586 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 | — | 86 shares | $3,585 |
| ENI SPA SPONSORED ADR | ADR | 26874R108 | — | 66 shares | $3,584 |
| GOOSEHEAD INS INC COM CL A | Stock | 38267D109 | — | 79 shares | $3,583 |
| EXTREME NETWORKS INC COM | Stock | 30226D106 | — | 167 shares | $3,582 |
| TURNING PT BRANDS INC COM | Stock | 90041L105 | — | 61 shares | $3,581 |
| SHIFT4 PMTS INC CL A | Stock | 82452J109 | — | 99 shares | $3,581 |
| STRYKER CORPORATION COM | Stock | 863667101 | — | 13 shares | $3,580 |
| ENBRIDGE INC COM | Stock | 29250N105 | — | 77 shares | $3,580 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 11 shares | $3,578 |
| GROCERY OUTLET HLDG CORP COM | Stock | 39874R101 | — | 318 shares | $3,578 |
| HELLO GROUP INC ADS | ADR | 423403104 | — | 739 shares | $3,577 |
| ARROW FINL CORP COM | Stock | 042744102 | — | 97 shares | $3,574 |
| APPLIED AEROSPACE & DEFENSE COMMON STOCK | Stock | 03815J107 | — | 297 shares | $3,573 |
| ORCHID IS CAP INC COM NEW | REIT | 68571X301 | — | 658 shares | $3,573 |
| CRESCENT ENERGY COMPANY CL A COM | Stock | 44952J104 | — | 277 shares | $3,571 |
| NELNET INC CL A | Stock | 64031N108 | — | 29 shares | $3,569 |
| PERFORMANCE FOOD GROUP CO COM | Stock | 71377A103 | — | 39 shares | $3,569 |
| HAWAIIAN ELEC INDS INC MTN BE COM | Stock | 419870100 | — | 399 shares | $3,567 |
| AGNC INVT CORP COM | REIT | 00123Q104 | — | 393 shares | $3,565 |
| GOLUB CAP BDC INC COM | CEF | 38173M102 | — | 282 shares | $3,562 |
| INGLES MKTS INC CL A | Stock | 457030104 | — | 42 shares | $3,562 |
| UNITY SOFTWARE INC COM | Stock | 91332U101 | — | 87 shares | $3,561 |
| VICI PPTYS INC COM | REIT | 925652109 | — | 155 shares | $3,560 |
| WESTERN ALLIANCE BANCORP COM | Stock | 957638109 | — | 47 shares | $3,560 |
| GLADSTONE LD CORP COM | REIT | 376549101 | — | 376 shares | $3,557 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 | — | 10 shares | $3,557 |
| VORNADO RLTY TR SH BEN INT | REIT | 929042109 | — | 105 shares | $3,557 |
| FVCBANKCORP INC COM | Stock | 36120Q101 | — | 204 shares | $3,556 |
| FAIR ISAAC CORP COM | Stock | 303250104 | — | 6 shares | $3,555 |
| FAIR ISAAC CORP COM | Stock | 303250104 | — | 6 shares | $3,555 |
| PRIMEENERGY RESOURCES CORP COM | Stock | 74158E104 | — | 18 shares | $3,555 |
| STONEX GROUP INC COM | Stock | 861896108 | — | 55 shares | $3,555 |
| DROPBOX INC CL A | Stock | 26210C104 | — | 105 shares | $3,554 |
| CAMECO CORP COM | Stock | 13321L108 | — | 41 shares | $3,553 |
| BANNER CORP COM NEW | Stock | 06652V208 | — | 53 shares | $3,551 |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | ADR | 647581206 | — | 64 shares | $3,551 |
| QORVO INC COM | Stock | 74736K101 | — | 31 shares | $3,549 |
| ANTERO MIDSTREAM CORP COM | Stock | 03676B102 | — | 176 shares | $3,548 |
| TESLA INC COM | Stock | 88160R101 | — | 10 shares | $3,548 |
| TESLA INC COM | Stock | 88160R101 | — | 10 shares | $3,548 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 105 shares | $3,547 |
| ALLIANT ENERGY CORP COM | Stock | 018802108 | — | 56 shares | $3,545 |
| AMERICAN WTR WKS CO INC NEW COM | Stock | 030420103 | — | 27 shares | $3,544 |
| KIRBY CORP COM | Stock | 497266106 | — | 27 shares | $3,544 |
| NATIONAL HEALTH INVS INC COM | REIT | 63633D104 | — | 54 shares | $3,544 |
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 40 shares | $3,544 |
| EL POLLO LOCO HLDGS INC COM | Stock | 268603107 | — | 247 shares | $3,544 |
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 40 shares | $3,544 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 10 shares | $3,542 |
| RPC INC COM | Stock | 749660106 | — | 629 shares | $3,541 |
| CHARLES RIV LABS INTL INC COM | Stock | 159864107 | — | 12 shares | $3,540 |
| ROYAL BK CDA COM | Stock | 780087102 | — | 18 shares | $3,539 |
| INTEGER HLDGS CORP COM | Stock | 45826H109 | — | 28 shares | $3,538 |
| CABOT CORP COM | Stock | 127055101 | — | 46 shares | $3,538 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 | — | 96 shares | $3,533 |
| EXPAND ENERGY CORPORATION COM | Stock | 165167735 | — | 42 shares | $3,532 |
| RUM GROUP INC COM CL A | Stock | 78137L105 | — | 467 shares | $3,531 |
| MONDAY COM LTD SHS | Stock | M7S64H106 | — | 45 shares | $3,531 |
| AFFIRM HLDGS INC COM CL A | Stock | 00827B106 | — | 51 shares | $3,531 |
| BEST BUY INC COM | Stock | 086516101 | — | 40 shares | $3,530 |
| INGERSOLL RAND INC COM | Stock | 45687V106 | — | 47 shares | $3,530 |
| SENSIENT TECHNOLOGIES CORP COM | Stock | 81725T100 | — | 27 shares | $3,529 |
| APTIV PLC COM SHS | Stock | G3265R107 | — | 82 shares | $3,528 |
| MURPHY USA INC COM | Stock | 626755102 | — | 7 shares | $3,528 |
| DOLBY LABORATORIES INC COM CL A | Stock | 25659T107 | — | 60 shares | $3,526 |
| ANGI INC CL A NEW | Stock | 00183L201 | — | 612 shares | $3,525 |
| VIVMARK RESIDENTIAL SH BEN INT | REIT | 29476L107 | — | 58 shares | $3,521 |
| OPEN TEXT CORP COM | Stock | 683715106 | — | 157 shares | $3,520 |