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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) |
|---|---|---|---|---|---|
| PERIMETER SOLUTIONS INC COMMON STOCK | Stock | 71385M107 | — | 94 shares | $2,474 |
| ICHOR HOLDINGS SHS | Stock | G4740B105 | — | 40 shares | $2,474 |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | Stock | 53190C102 | — | 62 shares | $2,473 |
| GARRETT MOTION INC COM | Stock | 366505105 | — | 95 shares | $2,473 |
| COPT DEFENSE PROPERTIES SHS BEN INT | REIT | 22002T108 | — | 74 shares | $2,472 |
| VANGUARD FINANCIALS ETF | ETF | 92204A405 | — | 19 shares | $2,472 |
| SENTINELONE INC CL A | Stock | 81730H109 | — | 104 shares | $2,471 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 43 shares | $2,470 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 879360105 | — | 4 shares | $2,470 |
| EZCORP INC CL A NON VTG | Stock | 302301106 | — | 83 shares | $2,470 |
| PALOMAR HLDGS INC COM | Stock | 69753M105 | — | 20 shares | $2,466 |
| AVIAT NETWORKS INC COM NEW | Stock | 05366Y201 | — | 123 shares | $2,466 |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | ADR | 20441A102 | — | 464 shares | $2,464 |
| PAYCHEX INC COM | Stock | 704326107 | — | 25 shares | $2,463 |
| REINSURANCE GROUP AMER INC COM NEW | Stock | 759351604 | — | 10 shares | $2,462 |
| AMKOR TECHNOLOGY INC COM | Stock | 031652100 | — | 47 shares | $2,462 |
| ALCON AG ORD SHS | Stock | H01301128 | — | 38 shares | $2,461 |
| EVERNORTH HOLDINGS INC COM CL A | Stock | 299946103 | — | 150 shares | $2,460 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 5 shares | $2,459 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 74 shares | $2,455 |
| OWENS CORNING NEW COM | Stock | 690742101 | — | 21 shares | $2,452 |
| SEACOAST BKG CORP FLA COM NEW | Stock | 811707801 | — | 77 shares | $2,451 |
| DIEBOLD NIXDORF INC COM SHS | Stock | 253651202 | — | 40 shares | $2,449 |
| ROGERS CORP COM | Stock | 775133101 | — | 16 shares | $2,448 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 12 shares | $2,447 |
| PATRIA INVESTMENTS LIMITED COM CL A | Stock | G69451105 | — | 241 shares | $2,446 |
| MOSAIC CO COM | Stock | 61945C103 | — | 113 shares | $2,446 |
| WILLIS LEASE FIN CORP COM | Stock | 970646105 | — | 49 shares | $2,446 |
| LPL FINL HLDGS INC COM | Stock | 50212V100 | — | 8 shares | $2,446 |
| TECHNIPFMC PLC COM | Stock | G87110105 | — | 36 shares | $2,445 |
| ARDMORE SHIPPING CORP COM | Stock | Y0207T100 | — | 131 shares | $2,444 |
| LOGITECH INTL S A SHS | Stock | H50430232 | — | 24 shares | $2,443 |
| OUTFRONT MEDIA INC COM NEW | REIT | 69007J304 | — | 88 shares | $2,442 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 109 shares | $2,441 |
| HANMI FINL CORP COM NEW | Stock | 410495204 | — | 79 shares | $2,441 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 11 shares | $2,440 |
| IVANHOE ELECTRIC INC COM | Stock | 46578C108 | — | 246 shares | $2,440 |
| MONGODB INC CL A | Stock | 60937P106 | — | 7 shares | $2,440 |
| UNIVERSAL HLTH SVCS INC CL B | Stock | 913903100 | — | 14 shares | $2,440 |
| MONGODB INC CL A | Stock | 60937P106 | — | 7 shares | $2,440 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 40 shares | $2,439 |
| FASTLY INC CL A | Stock | 31188V100 | — | 95 shares | $2,439 |
| FIRST FINANCIAL CORPORATION COM | Stock | 320218100 | — | 33 shares | $2,439 |
| FRANKLIN ETHEREUM ETF | ETF | 35351J109 | — | 121 shares | $2,439 |
| LIVERAMP HLDGS INC COM | Stock | 53815P108 | — | 65 shares | $2,439 |
| INDIVIOR PHARMACEUTICALS INC COM | Stock | 45579U109 | — | 68 shares | $2,438 |
| PENTAIR PLC SHS | Stock | G7S00T104 | — | 46 shares | $2,438 |
| SPOTIFY TECHNOLOGY S A SHS | Stock | L8681T102 | — | 5 shares | $2,437 |
| MOBILITY GLOBAL INC COM SHS | Stock | 60744M106 | — | 142 shares | $2,436 |
| OMADA HEALTH INC COM | Stock | 68170A108 | — | 117 shares | $2,435 |
| FERROVIAL NV ORD SHS | Stock | N3168P101 | — | 45 shares | $2,435 |
| MODINE MFG CO COM | Stock | 607828100 | — | 13 shares | $2,434 |
| QUALYS INC COM | Stock | 74758T303 | — | 13 shares | $2,434 |
| AMBARELLA INC SHS | Stock | G037AX101 | — | 35 shares | $2,433 |
| HCI GROUP INC COM | Stock | 40416E103 | — | 14 shares | $2,433 |
| RESMED INC COM | Stock | 761152107 | — | 11 shares | $2,432 |
| HAMILTON LANE INC CL A | Stock | 407497106 | — | 28 shares | $2,432 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 | — | 7 shares | $2,431 |
| GENTHERM INC COM | Stock | 37253A103 | — | 73 shares | $2,431 |
| MSG KNICKERBOCKERS CORP CL A | Stock | 55825T103 | — | 6 shares | $2,431 |
| BANK OF N T BUTTERFIELD & SON SHS NEW | Stock | G0772R208 | — | 42 shares | $2,430 |
| NATIONAL BK HLDGS CORP CL A | Stock | 633707104 | — | 62 shares | $2,430 |
| FIRSTSERVICE CORP NEW COM | Stock | 33767E202 | — | 19 shares | $2,430 |
| DREAM FINDERS HOMES INC COM CL A | Stock | 26154D100 | — | 227 shares | $2,429 |
| GETTY RLTY CORP NEW COM | REIT | 374297109 | — | 86 shares | $2,429 |
| POOL CORP COM | Stock | 73278L105 | — | 15 shares | $2,428 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 879360105 | — | 4 shares | $2,427 |
| ALTA EQUIPMENT GROUP INC COMMON STOCK | Stock | 02128L106 | — | 399 shares | $2,426 |
| DESCARTES SYS GROUP INC COM | Stock | 249906108 | — | 30 shares | $2,426 |
| MATERION CORP COM | Stock | 576690101 | — | 9 shares | $2,426 |
| HOMETRUST BANCSHARES INC COM | Stock | 437872104 | — | 53 shares | $2,426 |
| GOLUB CAP BDC INC COM | CEF | 38173M102 | — | 192 shares | $2,425 |
| GOLAR LNG LTD SHS | Stock | G9456A100 | — | 51 shares | $2,424 |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | ADR | 465562106 | — | 284 shares | $2,423 |
| E L F BEAUTY INC COM | Stock | 26856L103 | — | 24 shares | $2,423 |
| APTARGROUP INC COM | Stock | 038336103 | — | 20 shares | $2,423 |
| CHURCHILL DOWNS INC COM | Stock | 171484108 | — | 32 shares | $2,422 |
| WATSCO INC COM | Stock | 942622200 | — | 8 shares | $2,422 |
| WATSCO INC COM | Stock | 942622200 | — | 8 shares | $2,422 |
| DINE BRANDS GLOBAL INC COM | Stock | 254423106 | — | 87 shares | $2,421 |
| NEW YORK TIMES CO MTN BE CL A | Stock | 650111107 | — | 38 shares | $2,421 |
| TRADEWEB MKTS INC CL A | Stock | 892672106 | — | 24 shares | $2,420 |
| MINERALS TECHNOLOGIES INC COM | Stock | 603158106 | — | 37 shares | $2,420 |
| UNDER ARMOUR INC CL C | Stock | 904311206 | — | 556 shares | $2,419 |
| SMURFIT WESTROCK PLC SHS | Stock | G8267P108 | — | 55 shares | $2,418 |
| THE BALDWIN INSURANCE GRP INC COM CL A | Stock | 05589G102 | — | 76 shares | $2,416 |
| SOUTHWEST AIRLS CO COM | Stock | 844741108 | — | 58 shares | $2,415 |
| SMITHFIELD FOODS INC COM | Stock | 832248207 | — | 129 shares | $2,415 |
| FLOWERS FOODS INC COM | Stock | 343498101 | — | 435 shares | $2,414 |
| OUTFRONT MEDIA INC COM NEW | REIT | 69007J304 | — | 87 shares | $2,414 |
| SHOALS TECHNOLOGIES GROUP INC CL A | Stock | 82489W107 | — | 298 shares | $2,414 |
| METHODE ELECTRS INC COM | Stock | 591520200 | — | 175 shares | $2,413 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 13 shares | $2,413 |
| HACKETT GROUP INC COM | Stock | 404609109 | — | 240 shares | $2,412 |
| EZCORP INC CL A NON VTG | Stock | 302301106 | — | 81 shares | $2,411 |
| NEUROCRINE BIOSCIENCES INC COM | Stock | 64125C109 | — | 17 shares | $2,411 |
| ARTERIS INC COM | Stock | 04302A104 | — | 102 shares | $2,411 |
| COCA COLA CO COM | Stock | 191216100 | — | 28 shares | $2,410 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 681936100 | — | 52 shares | $2,408 |
| STRATEGIC ED INC COM | Stock | 86272C103 | — | 31 shares | $2,408 |