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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) |
|---|---|---|---|---|---|
| HALEON PLC SPON ADS | ADR | 405552100 | — | 245 shares | $2,205 |
| ISHARES ESG AWARE MSCI USA ETF | ETF | 46435G425 | — | 13 shares | $2,205 |
| NURIX THERAPEUTICS INC COM | Stock | 67080M103 | — | 93 shares | $2,205 |
| EMERGENT BIOSOLUTIONS INC COM | Stock | 29089Q105 | — | 334 shares | $2,204 |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF | ETF | 46435G250 | — | 49 shares | $2,203 |
| INTERFACE INC COM | Stock | 458665304 | — | 64 shares | $2,202 |
| URANIUM ENERGY CORP COM | Stock | 916896103 | — | 233 shares | $2,202 |
| MINISO GROUP HLDG LTD SPONSORED ADS | ADR | 66981J102 | — | 237 shares | $2,202 |
| BXP INC COM | REIT | 101121101 | — | 36 shares | $2,200 |
| SALLY BEAUTY HLDGS INC COM | Stock | 79546E104 | — | 134 shares | $2,200 |
| DUTCH BROS INC CL A | Stock | 26701L100 | — | 57 shares | $2,198 |
| ABSCI CORPORATION COM | Stock | 00091E109 | — | 204 shares | $2,197 |
| BUSINESS FIRST BANCSHARES INC COM | Stock | 12326C105 | — | 73 shares | $2,197 |
| CHOICEONE FINANCIA COM | Stock | 170386106 | — | 68 shares | $2,197 |
| ECOLAB INC COM | Stock | 278865100 | — | 8 shares | $2,197 |
| ORACLE CORP COM | Stock | 68389X105 | — | 16 shares | $2,197 |
| USA RARE EARTH INC COM | Stock | 91733P107 | — | 156 shares | $2,196 |
| NATWEST GROUP PLC SPONS ADR | ADR | 639057207 | — | 121 shares | $2,196 |
| HURON CONSULTING GROUP INC COM | Stock | 447462102 | — | 14 shares | $2,196 |
| US BANCORP COM NEW | Stock | 902973304 | — | 38 shares | $2,195 |
| SANFILIPPO JOHN B & SON INC COM | Stock | 800422107 | — | 33 shares | $2,195 |
| ORIGIN BANCORP INC COM | Stock | 68621T102 | — | 42 shares | $2,195 |
| BRANDYWINE RLTY TR SH BEN INT NEW | REIT | 105368203 | — | 784 shares | $2,195 |
| AFFILIATED MANAGERS GROUP COM | Stock | 008252108 | — | 6 shares | $2,194 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 98 shares | $2,194 |
| OCULAR THERAPEUTIX INC COM | Stock | 67576A100 | — | 286 shares | $2,194 |
| SUNOCOCORP LLC COM SHS LLC | Stock | 86765Q106 | — | 30 shares | $2,194 |
| BANKUNITED INC COM | Stock | 06652K103 | — | 52 shares | $2,194 |
| ORGANON & CO COMMON STOCK | Stock | 68622V106 | — | 160 shares | $2,192 |
| ENTERGY CORP NEW COM | Stock | 29364G103 | — | 22 shares | $2,192 |
| BELLRING BRANDS INC COMMON STOCK | Stock | 07831C103 | — | 285 shares | $2,192 |
| DATADOG INC CL A COM | Stock | 23804L103 | — | 8 shares | $2,191 |
| NEWELL BRANDS INC COM | Stock | 651229106 | — | 415 shares | $2,191 |
| HUB GROUP INC CL A | Stock | 443320106 | — | 74 shares | $2,189 |
| FORESTAR GROUP INC COM | Stock | 346232101 | — | 85 shares | $2,189 |
| WENDYS CO COM | Stock | 95058W100 | — | 343 shares | $2,188 |
| AMERICAN EAGLE OUTFITTERS INC COM | Stock | 02553E106 | — | 123 shares | $2,187 |
| LIGAND PHARMACEUTICALS INC COM NEW | Stock | 53220K504 | — | 7 shares | $2,187 |
| COREBRIDGE FINL INC COM | Stock | 21871X109 | — | 66 shares | $2,186 |
| ENTERGY CORP NEW COM | Stock | 29364G103 | — | 22 shares | $2,184 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 | — | 5 shares | $2,184 |
| HILLTOP HLDGS INC COM | Stock | 432748101 | — | 58 shares | $2,184 |
| COGNEX CORP COM | Stock | 192422103 | — | 36 shares | $2,183 |
| NAVAN INC CL A | Stock | 639193101 | — | 104 shares | $2,183 |
| H WORLD GROUP LTD SPONSORED ADS | ADR | 44332N106 | — | 51 shares | $2,183 |
| STRIDE INC COM | Stock | 86333M108 | — | 28 shares | $2,183 |
| EOS ENERGY ENTERPRISES INC COM CL A | Stock | 29415C101 | — | 712 shares | $2,182 |
| GREEN BRICK PARTNERS INC COM | Stock | 392709101 | — | 33 shares | $2,182 |
| MUELLER INDS INC COM | Stock | 624756102 | — | 36 shares | $2,182 |
| SNAP ON INC COM | Stock | 833034101 | — | 6 shares | $2,180 |
| NEKTAR THERAPEUTICS COM NEW | Stock | 640268306 | — | 36 shares | $2,180 |
| METROPOLITAN BK HLDG CORP COM | Stock | 591774104 | — | 25 shares | $2,178 |
| TEVA PHARMACEUTICAL INDS LTD SHS | ADR | M8769Q102 | — | 55 shares | $2,178 |
| CURTISS WRIGHT CORP COM | Stock | 231561101 | — | 4 shares | $2,175 |
| BHP BILLITON LIMITED SPONSORED ADS | ADR | 088606108 | — | 26 shares | $2,173 |
| AURORA INNOVATION INC CLASS A COM | Stock | 051774107 | — | 392 shares | $2,172 |
| KAISER ALUMINIUM CORPORATION COM PAR $0.01 | Stock | 483007704 | — | 15 shares | $2,172 |
| EASTGROUP PPTYS INC COM | REIT | 277276101 | — | 11 shares | $2,172 |
| SERVICETITAN INC SHS CL A | Stock | 81764X103 | — | 33 shares | $2,171 |
| NOBLE CORP PLC ORD SHS A | Stock | G65431127 | — | 52 shares | $2,170 |
| DEFINIUM THERAPEUTICS INC COM SHS | Stock | 24477V105 | — | 57 shares | $2,169 |
| BOOT BARN HLDGS INC COM | Stock | 099406100 | — | 18 shares | $2,168 |
| FRONTLINE PLC COM | Stock | M46528101 | — | 44 shares | $2,168 |
| EPAM SYS INC COM | Stock | 29414B104 | — | 20 shares | $2,167 |
| KENON HLDGS LTD SHS | Stock | Y46717107 | — | 36 shares | $2,167 |
| NATIONAL HEALTH INVS INC COM | REIT | 63633D104 | — | 33 shares | $2,166 |
| PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 71844V201 | — | 58 shares | $2,166 |
| PELOTON INTERACTIVE INC CL A COM | Stock | 70614W100 | — | 434 shares | $2,166 |
| GORMAN RUPP CO COM | Stock | 383082104 | — | 29 shares | $2,165 |
| PACER METAURUS NASDAQ 100 DIVIDEND MULTIPLIER 600 ETF | ETF | 69374H287 | — | 50 shares | $2,164 |
| SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | G8060N102 | — | 52 shares | $2,161 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 23 shares | $2,161 |
| EHANG HLDGS LTD ADS | ADR | 26853E102 | — | 512 shares | $2,161 |
| SEMPRA COM | Stock | 816851109 | — | 28 shares | $2,161 |
| FACTSET RESH SYS INC COM | Stock | 303075105 | — | 8 shares | $2,160 |
| LABCORP HOLDINGS INC COM SHS | Stock | 504922105 | — | 7 shares | $2,160 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 6 shares | $2,158 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 65 shares | $2,157 |
| SEI INVTS CO COM | Stock | 784117103 | — | 21 shares | $2,156 |
| TOLL BROTHERS INC COM | Stock | 889478103 | — | 16 shares | $2,156 |
| BKV CORP COM | Stock | 05603J108 | — | 101 shares | $2,155 |
| MSCI INC COM | Stock | 55354G100 | — | 4 shares | $2,155 |
| AMBARELLA INC SHS | Stock | G037AX101 | — | 31 shares | $2,155 |
| D-WAVE QUANTUM INC COM | Stock | 26740W109 | — | 130 shares | $2,154 |
| HUT 8 CORP COM | Stock | 44812J104 | — | 25 shares | $2,153 |
| AZZ INC COM | Stock | 002474104 | — | 16 shares | $2,150 |
| SIGNET JEWELERS LTD SHS | Stock | G81276100 | — | 21 shares | $2,149 |
| SIGNET JEWELERS LTD SHS | Stock | G81276100 | — | 21 shares | $2,149 |
| SONOCO PRODS CO COM | Stock | 835495102 | — | 44 shares | $2,148 |
| URBAN EDGE PPTYS COM | REIT | 91704F104 | — | 110 shares | $2,148 |
| WYNN RESORTS LTD COM | Stock | 983134107 | — | 27 shares | $2,145 |
| UL SOLUTIONS INC CLASS A COM SHS | Stock | 903731107 | — | 33 shares | $2,144 |
| ENPRO INC COM | Stock | 29355X107 | — | 7 shares | $2,144 |
| HAWKINS INC COM | Stock | 420261109 | — | 17 shares | $2,142 |
| MIND TECHNOLOGY INC COM NEW | Stock | 602566309 | — | 482 shares | $2,142 |
| SAFEHOLD INC COM | REIT | 78646V107 | — | 182 shares | $2,142 |
| GRAFTECH INTL LTD SR NT COM NEW | Stock | 384313607 | — | 259 shares | $2,142 |
| ONTERRIS INC COM | Stock | 615111101 | — | 160 shares | $2,141 |
| NKARTA INC COM | Stock | 65487U108 | — | 817 shares | $2,141 |
| OTIS WORLDWIDE CORP COM | Stock | 68902V107 | — | 33 shares | $2,141 |