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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) |
|---|---|---|---|---|---|
| APPLOVIN CORP COM CL A | Stock | 03831W108 | — | 9 shares | $2,614 |
| ALLEGION PLC ORD SHS | Stock | G0176J109 | — | 17 shares | $2,614 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 32 shares | $2,613 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 32 shares | $2,613 |
| SERVE ROBOTICS INC COM | Stock | 81758H106 | — | 562 shares | $2,613 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 111 shares | $2,612 |
| NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF | ETF | 63875W406 | — | 58 shares | $2,611 |
| SYNOPSYS INC COM | Stock | 871607107 | — | 6 shares | $2,610 |
| PLEXUS CORP COM | Stock | 729132100 | — | 10 shares | $2,610 |
| SIMON PPTY GROUP INC NEW COM | REIT | 828806109 | — | 13 shares | $2,610 |
| VARONIS SYS INC COM | Stock | 922280102 | — | 55 shares | $2,610 |
| GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | ADR | 400501102 | — | 27 shares | $2,608 |
| INVESCO NASDAQ NEXT GEN 100 ETF | ETF | 46138G631 | — | 59 shares | $2,608 |
| SYMBOTIC INC CLASS A COM | Stock | 87151X101 | — | 62 shares | $2,608 |
| SITIME CORP COM | Stock | 82982T106 | — | 4 shares | $2,608 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 | — | 8 shares | $2,607 |
| ARCHROCK INC COM | Stock | 03957W106 | — | 86 shares | $2,605 |
| GLOBAL SHIP LEASE INC COM CL A | Stock | Y27183600 | — | 59 shares | $2,604 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 | — | 8 shares | $2,604 |
| BORR DRILLING LTD SHS | Stock | G1466R173 | — | 669 shares | $2,602 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 8 shares | $2,602 |
| EVERFORTH INC COM | Stock | 00191U102 | — | 79 shares | $2,599 |
| PRIMIS FINANCIAL CORP COM | Stock | 74167B109 | — | 170 shares | $2,598 |
| MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | — | 56 shares | $2,598 |
| ROYAL GOLD INC COM | Stock | 780287108 | — | 11 shares | $2,596 |
| DHT HOLDINGS INC SHS NEW | Stock | Y2065G121 | — | 115 shares | $2,596 |
| WARNER MUSIC GROUP CORP COM CL A | Stock | 934550203 | — | 94 shares | $2,595 |
| WEST PHARMACEUTICAL SVSC INC COM | Stock | 955306105 | — | 7 shares | $2,595 |
| PAYSAFE LIMITED SHS | Stock | G6964L206 | — | 461 shares | $2,595 |
| WEST PHARMACEUTICAL SVSC INC COM | Stock | 955306105 | — | 7 shares | $2,595 |
| LATAM AIRLINES GROUP SA SPONSORED ADR | ADR | 51817R205 | — | 52 shares | $2,594 |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | ADR | 191241108 | — | 24 shares | $2,593 |
| VALVOLINE INC COM | Stock | 92047W101 | — | 86 shares | $2,592 |
| COHERENT CORP COM | Stock | 19247G107 | — | 9 shares | $2,590 |
| GENCO SHIPPING & TRADING LTD SHS | Stock | Y2685T131 | — | 99 shares | $2,590 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 44 shares | $2,590 |
| PETROLEO BRASILEIRO S A SPONSORED ADR | ADR | 71654V408 | — | 124 shares | $2,588 |
| ROBINHOOD MKTS INC COM CL A | Stock | 770700102 | — | 23 shares | $2,588 |
| GOOSEHEAD INS INC COM CL A | Stock | 38267D109 | — | 57 shares | $2,586 |
| LEGEND BIOTECH CORP SPONSORED ADS | ADR | 52490G102 | — | 130 shares | $2,586 |
| AMEREN CORP COM | Stock | 023608102 | — | 26 shares | $2,584 |
| BGC GROUP INC CL A | Stock | 088929104 | — | 224 shares | $2,583 |
| CTS CORP COM | Stock | 126501105 | — | 44 shares | $2,582 |
| REGIONS FINANCIAL CORP NEW COM | Stock | 7591EP100 | — | 96 shares | $2,580 |
| DECKERS OUTDOOR CORP COM | Stock | 243537107 | — | 33 shares | $2,579 |
| EMPLOYERS HLDGS INC COM | Stock | 292218104 | — | 54 shares | $2,578 |
| DORMAN PRODS INC COM | Stock | 258278100 | — | 21 shares | $2,575 |
| MFA FINL INC COM | REIT | 55272X607 | — | 328 shares | $2,575 |
| LINDSAY CORP COM | Stock | 535555106 | — | 23 shares | $2,575 |
| WAFD INC COM | Stock | 938824109 | — | 86 shares | $2,574 |
| COMMERCE BANCSHARES INC COM | Stock | 200525103 | — | 47 shares | $2,573 |
| MOBILITY GLOBAL INC COM SHS | Stock | 60744M106 | — | 150 shares | $2,573 |
| ANTERO RESOURCES CORP COM | Stock | 03674X106 | — | 77 shares | $2,571 |
| ATLAS ENERGY SOLUTIONS INC COM NEW | Stock | 642045108 | — | 214 shares | $2,570 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 7 shares | $2,570 |
| PJT PARTNERS INC COM CL A | Stock | 69343T107 | — | 18 shares | $2,569 |
| TD SYNNEX CORPORATION COM | Stock | 87162W100 | — | 10 shares | $2,569 |
| TD SYNNEX CORPORATION COM | Stock | 87162W100 | — | 10 shares | $2,569 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 9 shares | $2,569 |
| ENERSYS COM | Stock | 29275Y102 | — | 14 shares | $2,569 |
| QUANTERIX CORP COM | Stock | 74766Q101 | — | 692 shares | $2,567 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 76 shares | $2,567 |
| NAPCO SEC TECHNOLOGIES INC COM | Stock | 630402105 | — | 72 shares | $2,565 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 | — | 6 shares | $2,563 |
| SIMPSON MFG INC COM | Stock | 829073105 | — | 15 shares | $2,563 |
| FRONTLINE PLC COM | Stock | M46528101 | — | 52 shares | $2,562 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | Stock | 50077B207 | — | 60 shares | $2,561 |
| STANTEC INC COM | Stock | 85472N109 | — | 38 shares | $2,560 |
| RIOT PLATFORMS INC COM | Stock | 767292105 | — | 127 shares | $2,559 |
| LXP INDUSTRIAL TRUST COM | REIT | 529043408 | — | 42 shares | $2,559 |
| NOVANTA INC COM | Stock | 67000B104 | — | 18 shares | $2,559 |
| F&G ANNUITIES & LIFE INC COMMON STOCK | Stock | 30190A104 | — | 118 shares | $2,558 |
| CASTLE BIOSCIENCES INC COM | Stock | 14843C105 | — | 72 shares | $2,558 |
| SIGNET JEWELERS LTD SHS | Stock | G81276100 | — | 25 shares | $2,558 |
| SIGNET JEWELERS LTD SHS | Stock | G81276100 | — | 25 shares | $2,558 |
| MECHANICS BANCORP CL A | Stock | 43785V102 | — | 173 shares | $2,557 |
| FTI CONSULTING INC COM | Stock | 302941109 | — | 19 shares | $2,556 |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 42824C109 | — | 40 shares | $2,556 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | 539439109 | — | 454 shares | $2,556 |
| TENET HEALTHCARE CORP COM NEW | Stock | 88033G407 | — | 10 shares | $2,556 |
| EVEREST GROUP LTD COM | Stock | G3223R108 | — | 7 shares | $2,556 |
| SAMSARA INC COM CL A | Stock | 79589L106 | — | 67 shares | $2,555 |
| SPHERE ENTERTAINMENT CO CL A | Stock | 55826T102 | — | 19 shares | $2,554 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 | — | 61 shares | $2,553 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 19 shares | $2,552 |
| KKR REAL ESTATE FIN TR INC COM | REIT | 48251K100 | — | 411 shares | $2,552 |
| UNITED AIRLS HLDGS INC COM | Stock | 910047109 | — | 23 shares | $2,552 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | — | 31 shares | $2,551 |
| SAREPTA THERAPEUTICS INC COM | Stock | 803607100 | — | 140 shares | $2,551 |
| Q2 HLDGS INC COM | Stock | 74736L109 | — | 46 shares | $2,550 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 16 shares | $2,550 |
| API GROUP CORP COM STK | Stock | 00187Y100 | — | 66 shares | $2,548 |
| FIRSTSUN CAP BANCORP COM | Stock | 33767U107 | — | 66 shares | $2,548 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 49338L103 | — | 7 shares | $2,548 |
| PENUMBRA INC COM | Stock | 70975L107 | — | 8 shares | $2,547 |
| RENAISSANCERE HLDGS LTD COM | Stock | G7496G103 | — | 8 shares | $2,546 |
| KULICKE & SOFFA INDS INC COM | Stock | 501242101 | — | 27 shares | $2,545 |
| RLI CORP COM | Stock | 749607107 | — | 46 shares | $2,544 |
| HAMILTON INSURANCE GROUP LTD. CL B | Stock | G42706104 | — | 77 shares | $2,544 |
| COCA-COLA EUROPACIFIC PARTNERS SHS | Stock | G25839104 | — | 25 shares | $2,543 |