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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) |
|---|---|---|---|---|---|
| NORDIC AMERICAN TANKERS LIMITE COM | Stock | G65773106 | — | 419 shares | $3,310 |
| INTUIT COM | Stock | 461202103 | — | 12 shares | $3,309 |
| BERKLEY W R CORP COM | Stock | 084423102 | — | 49 shares | $3,309 |
| COMFORT SYS USA INC COM | Stock | 199908104 | — | 2 shares | $3,308 |
| GITLAB INC CLASS A COM | Stock | 37637K108 | — | 70 shares | $3,308 |
| IRIDIUM COMMUNICATIONS INC COM | Stock | 46269C102 | — | 69 shares | $3,305 |
| NUTRIEN LTD COM | Stock | 67077M108 | — | 47 shares | $3,302 |
| TUTOR PERINI CORP COM | Stock | 901109108 | — | 40 shares | $3,301 |
| ATMOS ENERGY CORP COM | Stock | 049560105 | — | 21 shares | $3,299 |
| METLIFE INC COM | Stock | 59156R108 | — | 35 shares | $3,296 |
| VODAFONE GROUP PLC SPONSORED ADR | ADR | 92857W308 | — | 204 shares | $3,295 |
| ADVANCED DRAIN SYS INC DEL COM | Stock | 00790R104 | — | 26 shares | $3,294 |
| HURON CONSULTING GROUP INC COM | Stock | 447462102 | — | 21 shares | $3,293 |
| NATIONAL HEALTHCARE CORP COM | Stock | 635906100 | — | 15 shares | $3,293 |
| FUTUREFUEL CORP COM | Stock | 36116M106 | — | 644 shares | $3,291 |
| GAP INC COM | Stock | 364760108 | — | 144 shares | $3,289 |
| MAGNUM ICE CREAM CO NV ORD SHS | Stock | N5505D105 | — | 185 shares | $3,289 |
| INNODATA INC COM NEW | Stock | 457642205 | — | 50 shares | $3,288 |
| J & J SNACK FOODS CORP COM | Stock | 466032109 | — | 43 shares | $3,287 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 035710839 | — | 174 shares | $3,287 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 37 shares | $3,287 |
| FOSSIL GROUP INC COM | Stock | 34988V106 | — | 500 shares | $3,285 |
| ALLISON TRANSMISSION HLDGS INC COM | Stock | 01973R101 | — | 29 shares | $3,285 |
| ILLUMINA INC COM | Stock | 452327109 | — | 12 shares | $3,284 |
| ADIENT PLC ORD SHS | Stock | G0084W101 | — | 195 shares | $3,284 |
| HP INC COM | Stock | 40434L105 | — | 105 shares | $3,284 |
| GENTEX CORP COM | Stock | 371901109 | — | 151 shares | $3,283 |
| CRA INTL INC COM | Stock | 12618T105 | — | 20 shares | $3,283 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 30 shares | $3,281 |
| BAUSCH PLUS LOMB CORP COMMON SHARES | Stock | 071705107 | — | 193 shares | $3,281 |
| SL GREEN RLTY CORP COM | REIT | 78440X887 | — | 67 shares | $3,278 |
| ULTA BEAUTY INC COM | Stock | 90384S303 | — | 6 shares | $3,277 |
| REDDIT INC CL A | Stock | 75734B100 | — | 23 shares | $3,276 |
| RADIAN GROUP INC COM | Stock | 750236101 | — | 107 shares | $3,275 |
| AMERICAN ASSETS TR INC COM | REIT | 024013104 | — | 154 shares | $3,274 |
| THE CIGNA GROUP COM | Stock | 125523100 | — | 12 shares | $3,274 |
| BACKBLAZE INC COM CL A | Stock | 05637B105 | — | 234 shares | $3,274 |
| VANGUARD MATERIALS ETF | ETF | 92204A801 | — | 15 shares | $3,273 |
| MARRIOTT VACATIONS WORLDWIDE C COM | Stock | 57164Y107 | — | 32 shares | $3,273 |
| VISA INC COM CL A | Stock | 92826C839 | — | 9 shares | $3,271 |
| SNAP ON INC COM | Stock | 833034101 | — | 9 shares | $3,270 |
| PRIMERICA INC COM | Stock | 74164M108 | — | 12 shares | $3,269 |
| UNDER ARMOUR INC CL A | Stock | 904311107 | — | 733 shares | $3,269 |
| PRIMERICA INC COM | Stock | 74164M108 | — | 12 shares | $3,269 |
| AVIAT NETWORKS INC COM NEW | Stock | 05366Y201 | — | 163 shares | $3,268 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 16 shares | $3,267 |
| PAMPA ENERGIA SA SPONS ADR LVL I | ADR | 697660207 | — | 42 shares | $3,266 |
| MACERICH CO COM | REIT | 554382101 | — | 146 shares | $3,265 |
| CRISPR THERAPEUTICS AG NAMEN AKT | Stock | H17182108 | — | 59 shares | $3,264 |
| CURTISS WRIGHT CORP COM | Stock | 231561101 | — | 6 shares | $3,263 |
| WOLFSPEED INC COM | Stock | 97785W106 | — | 116 shares | $3,263 |
| PROLOGIS INC. COM | REIT | 74340W103 | — | 25 shares | $3,262 |
| DELUXE CORP MEDIUM TERM NTS COM | Stock | 248019101 | — | 142 shares | $3,262 |
| INTERDIGITAL INC COM | Stock | 45867G101 | — | 10 shares | $3,261 |
| INTERDIGITAL INC COM | Stock | 45867G101 | — | 10 shares | $3,261 |
| QUICKLOGIC CORP COM NEW | Stock | 74837P405 | — | 287 shares | $3,260 |
| CELCUITY INC COM | Stock | 15102K100 | — | 41 shares | $3,260 |
| EMERSON ELEC CO COM | Stock | 291011104 | — | 21 shares | $3,257 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 039483102 | — | 41 shares | $3,255 |
| ROLLINS INC COM | Stock | 775711104 | — | 108 shares | $3,253 |
| PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 71844V201 | — | 87 shares | $3,249 |
| CITI TRENDS INC COM | Stock | 17306X102 | — | 63 shares | $3,248 |
| CS DISCO INC COM | Stock | 126327105 | — | 792 shares | $3,247 |
| FRANKLIN FTSE CHINA ETF | ETF | 35473P819 | — | 157 shares | $3,247 |
| AUTOLIV INC COM | Stock | 052800109 | — | 29 shares | $3,245 |
| NATIONAL VISION HLDGS INC COM | Stock | 63845R107 | — | 198 shares | $3,243 |
| FOUR CORNERS PPTY TR INC COM | REIT | 35086T109 | — | 149 shares | $3,242 |
| USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | Stock | 90290N109 | — | 130 shares | $3,242 |
| JAZZ PHARMACEUTICALS PLC SHS USD | Stock | G50871105 | — | 14 shares | $3,241 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 45 shares | $3,238 |
| OSCAR HEALTH INC CL A | Stock | 687793109 | — | 105 shares | $3,238 |
| BECTON DICKINSON & CO COM | Stock | 075887109 | — | 18 shares | $3,235 |
| SIMON PPTY GROUP INC NEW COM | REIT | 828806109 | — | 16 shares | $3,234 |
| CAESARS ENTERTAINMENT INC NEW COM | Stock | 12769G100 | — | 109 shares | $3,232 |
| CORPORACION AMER ARPTS S A COM | Stock | L1995B107 | — | 127 shares | $3,231 |
| CYTOKINETICS INC COM NEW | Stock | 23282W605 | — | 49 shares | $3,230 |
| GLOBAL NET LEASE INC COM NEW | REIT | 379378201 | — | 391 shares | $3,230 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 6 shares | $3,228 |
| FTI CONSULTING INC COM | Stock | 302941109 | — | 24 shares | $3,228 |
| GRACO INC COM | Stock | 384109104 | — | 42 shares | $3,227 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 23345M107 | — | 27 shares | $3,226 |
| CLEVELAND-CLIFFS INC NEW COM | Stock | 185899101 | — | 293 shares | $3,226 |
| SANMINA CORP COM | Stock | 801056102 | — | 15 shares | $3,224 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 | — | 20 shares | $3,222 |
| LADDER CAP CORP CL A | REIT | 505743104 | — | 369 shares | $3,221 |
| GFL ENVIRONMENTAL INC SUB VTG SHS | Stock | 36168Q104 | — | 77 shares | $3,221 |
| DONALDSON INC COM | Stock | 257651109 | — | 37 shares | $3,220 |
| WPP PLC NEW ADR | ADR | 92937A102 | — | 130 shares | $3,219 |
| INFOSYS LTD SPONSORED ADR | ADR | 456788108 | — | 299 shares | $3,218 |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | REIT | 09257W100 | — | 281 shares | $3,217 |
| ETSY INC COM | Stock | 29786A106 | — | 45 shares | $3,217 |
| ARAMARK COM | Stock | 03852U106 | — | 60 shares | $3,213 |
| SKYDANCE CORP COM CL B | Stock | 69932A204 | — | 311 shares | $3,213 |
| QUANTA SVCS INC COM | Stock | 74762E102 | — | 5 shares | $3,213 |
| FISERV INC COM | Stock | 337738108 | — | 71 shares | $3,208 |
| GREEN PLAINS INC COM | Stock | 393222104 | — | 213 shares | $3,208 |
| TEVA PHARMACEUTICAL INDS LTD SHS | ADR | M8769Q102 | — | 81 shares | $3,208 |
| TERADYNE INC COM | Stock | 880770102 | — | 8 shares | $3,207 |
| CIRCLE INTERNET GROUP INC COM CL A | Stock | 172573107 | — | 39 shares | $3,205 |
| GORMAN RUPP CO COM | Stock | 383082104 | — | 43 shares | $3,203 |