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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) |
|---|---|---|---|---|---|
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 24 shares | $3,201 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | ETF | 46434V803 | — | 69 shares | $3,201 |
| GXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 36262G101 | — | 72 shares | $3,200 |
| TEXTRON INC COM | Stock | 883203101 | — | 42 shares | $3,200 |
| MGM RESORTS INTERNATIONAL COM | Stock | 552953101 | — | 103 shares | $3,198 |
| ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | — | 33 shares | $3,197 |
| RALPH LAUREN CORP CL A | Stock | 751212101 | — | 9 shares | $3,196 |
| TECHNIPFMC PLC COM | Stock | G87110105 | — | 47 shares | $3,192 |
| IDEX CORP COM | Stock | 45167R104 | — | 14 shares | $3,192 |
| MAPLEBEAR INC COM | Stock | 565394103 | — | 74 shares | $3,191 |
| SLM CORP COM | Stock | 78442P106 | — | 141 shares | $3,191 |
| ROYAL CARIBBEAN GROUP COM | Stock | V7780T103 | — | 12 shares | $3,190 |
| SCIENCE APPLICATIONS INTL CORP COM | Stock | 808625107 | — | 25 shares | $3,189 |
| RAPID7 INC COM | Stock | 753422104 | — | 261 shares | $3,189 |
| TELUS CORPORATION COM | Stock | 87971M103 | — | 380 shares | $3,188 |
| XOMETRY INC CLASS A COM | Stock | 98423F109 | — | 31 shares | $3,188 |
| XOMETRY INC CLASS A COM | Stock | 98423F109 | — | 31 shares | $3,188 |
| RCI HOSPITALITY HLDGS INC COM | Stock | 74934Q108 | — | 118 shares | $3,186 |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | ADR | 824596100 | — | 41 shares | $3,184 |
| PAR PAC HOLDINGS INC COM NEW | Stock | 69888T207 | — | 39 shares | $3,183 |
| DROPBOX INC CL A | Stock | 26210C104 | — | 94 shares | $3,182 |
| XENIA HOTELS & RESORTS INC COM | REIT | 984017103 | — | 176 shares | $3,179 |
| CVB FINL CORP COM | Stock | 126600105 | — | 147 shares | $3,177 |
| WESTROCK COFFEE CO COM | Stock | 96145W103 | — | 395 shares | $3,176 |
| GOOSEHEAD INS INC COM CL A | Stock | 38267D109 | — | 70 shares | $3,175 |
| WESTERN UN CO COM | Stock | 959802109 | — | 538 shares | $3,174 |
| BRIXMOR PPTY GROUP INC COM | REIT | 11120U105 | — | 115 shares | $3,174 |
| ALCON AG ORD SHS | Stock | H01301128 | — | 49 shares | $3,173 |
| GARTNER INC COM | Stock | 366651107 | — | 17 shares | $3,171 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 | — | 7 shares | $3,171 |
| ALLISON TRANSMISSION HLDGS INC COM | Stock | 01973R101 | — | 28 shares | $3,171 |
| ALBERTSONS COMPANIES INC COMMON STOCK | Stock | 013091103 | — | 273 shares | $3,170 |
| FIRSTCASH HOLDINGS INC COM | Stock | 33768G107 | — | 15 shares | $3,168 |
| ON HLDG AG NAMEN AKT A | Stock | H5919C104 | — | 107 shares | $3,168 |
| LAUREATE ED INC COMMON STOCK | Stock | 518613203 | — | 83 shares | $3,167 |
| DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | — | 37 shares | $3,167 |
| ASSURANT INC COM | Stock | 04621X108 | — | 12 shares | $3,162 |
| GULFPORT ENERGY CORP COMMON SHARES | Stock | 402635502 | — | 21 shares | $3,160 |
| MCGRAW HILL INC COM | Stock | 580907103 | — | 241 shares | $3,160 |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | ADR | 20441A102 | — | 595 shares | $3,159 |
| INTEGER HLDGS CORP COM | Stock | 45826H109 | — | 25 shares | $3,159 |
| WOLVERINE WORLD WIDE INC COM | Stock | 978097103 | — | 165 shares | $3,153 |
| SIRIUSPOINT LTD COM | Stock | G8192H106 | — | 130 shares | $3,153 |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | ETF | 67092P888 | — | 74 shares | $3,152 |
| BWX TECHNOLOGIES INC COM | Stock | 05605H100 | — | 23 shares | $3,151 |
| ATLANTICUS HOLDINGS CORP COM | Stock | 04914Y102 | — | 36 shares | $3,151 |
| SOUTHERN CO COM | Stock | 842587107 | — | 38 shares | $3,150 |
| DAVITA INC COM | Stock | 23918K108 | — | 18 shares | $3,149 |
| REPUBLIC SVCS INC COM | Stock | 760759100 | — | 15 shares | $3,148 |
| ETSY INC COM | Stock | 29786A106 | — | 44 shares | $3,146 |
| LIBERTY ENERGY INC COM CL A | Stock | 53115L104 | — | 173 shares | $3,146 |
| MCGRAW HILL INC COM | Stock | 580907103 | — | 240 shares | $3,146 |
| PROVIDENT FINL SVCS INC COM | Stock | 74386T105 | — | 142 shares | $3,145 |
| STURM RUGER & CO INC COM | Stock | 864159108 | — | 74 shares | $3,144 |
| ESTABLISHMENT LABS HLDGS INC COM | Stock | G31249108 | — | 49 shares | $3,144 |
| FERRARI N V COM | Stock | N3167Y103 | — | 8 shares | $3,143 |
| 8X8 INC NEW COM | Stock | 282914100 | — | 1,395 shares | $3,139 |
| NEW JERSEY RES CORP COM | Stock | 646025106 | — | 62 shares | $3,137 |
| FLOTEK INDUSTRIES INC COM NEW | Stock | 343389409 | — | 107 shares | $3,137 |
| PRINCIPAL U.S. SMALL-CAP ETF | ETF | 74255Y607 | — | 47 shares | $3,136 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 17 shares | $3,135 |
| BIOVENTUS INC COM CL A | Stock | 09075A108 | — | 230 shares | $3,135 |
| AUTODESK INC COM | Stock | 052769106 | — | 15 shares | $3,135 |
| ENPHASE ENERGY INC COM | Stock | 29355A107 | — | 95 shares | $3,134 |
| IDEXX LABS INC COM | Stock | 45168D104 | — | 6 shares | $3,133 |
| ALEXANDRIA REAL ESTATE EQ INC COM | REIT | 015271109 | — | 66 shares | $3,132 |
| AEROVIRONMENT INC COM | Stock | 008073108 | — | 22 shares | $3,129 |
| TRIP COM GROUP LTD ADS | ADR | 89677Q107 | — | 80 shares | $3,128 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 20 shares | $3,127 |
| ZTO EXPRESS CAYMAN INC SPONSORED ADS A | ADR | 98980A105 | — | 161 shares | $3,127 |
| BANK FIRST CORP COM | Stock | 06211J100 | — | 21 shares | $3,125 |
| LIGAND PHARMACEUTICALS INC COM NEW | Stock | 53220K504 | — | 10 shares | $3,124 |
| SIERRA BANCORP COM | Stock | 82620P102 | — | 80 shares | $3,124 |
| BETTERWARE DE MEXC S A P I DE SHS | Stock | P1666E105 | — | 188 shares | $3,123 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 01609W102 | — | 29 shares | $3,121 |
| MEDPACE HLDGS INC COM | Stock | 58506Q109 | — | 5 shares | $3,121 |
| NEW YORK TIMES CO MTN BE CL A | Stock | 650111107 | — | 49 shares | $3,121 |
| L3HARRIS TECHNOLOGIES INC COM | Stock | 502431109 | — | 13 shares | $3,121 |
| HAFNIA LTD SHS | Stock | Y2990R101 | — | 314 shares | $3,121 |
| F5 INC COM | Stock | 315616102 | — | 7 shares | $3,116 |
| SABRA HEALTH CARE REIT INC COM | REIT | 78573L106 | — | 158 shares | $3,116 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 49 shares | $3,116 |
| CARDINAL HEALTH INC COM | Stock | 14149Y108 | — | 14 shares | $3,115 |
| VERASTEM INC COM NEW | Stock | 92337C203 | — | 387 shares | $3,115 |
| WPP PLC NEW ADR | ADR | 92937A102 | — | 126 shares | $3,115 |
| REGIONAL MGMT CORP COM | Stock | 75902K106 | — | 103 shares | $3,114 |
| WEALTHFRONT CORP COM | Stock | 947002101 | — | 300 shares | $3,114 |
| SONOS INC COM | Stock | 83570H108 | — | 174 shares | $3,113 |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | Stock | 530909308 | — | 32 shares | $3,112 |
| ICL GROUP LTD SHS | Stock | M53213100 | — | 620 shares | $3,112 |
| EASTMAN CHEM CO COM | Stock | 277432100 | — | 48 shares | $3,112 |
| EXELON CORP COM | Stock | 30161N101 | — | 77 shares | $3,111 |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | Stock | 53190C102 | — | 78 shares | $3,111 |
| GLACIER BANCORP INC NEW COM | Stock | 37637Q105 | — | 72 shares | $3,110 |
| OSI SYSTEMS INC COM | Stock | 671044105 | — | 16 shares | $3,110 |
| IHS HOLDING LIMITED ORD SHS | Stock | G4701H109 | — | 372 shares | $3,110 |
| POPULAR INC COM NEW | Stock | 733174700 | — | 20 shares | $3,109 |
| COMPASS INC CL A | Stock | 20464U100 | — | 350 shares | $3,108 |
| RUM GROUP INC COM CL A | Stock | 78137L105 | — | 411 shares | $3,107 |
| UNITED AIRLS HLDGS INC COM | Stock | 910047109 | — | 28 shares | $3,107 |