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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) |
|---|---|---|---|---|---|
| EBAY INC. COM | Stock | 278642103 | — | 15 shares | $1,594 |
| IREN LIMITED ORDINARY SHARES | Stock | Q4982L109 | — | 39 shares | $1,594 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 874060205 | — | 88 shares | $1,593 |
| TYLER TECHNOLOGIES INC COM | Stock | 902252105 | — | 5 shares | $1,593 |
| TYLER TECHNOLOGIES INC COM | Stock | 902252105 | — | 5 shares | $1,593 |
| COLUMBUS MCKINNON CORP N Y COM | Stock | 199333105 | — | 100 shares | $1,593 |
| CREDIT ACCEP CORP MICH COM | Stock | 225310101 | — | 3 shares | $1,593 |
| CREDIT ACCEP CORP MICH COM | Stock | 225310101 | — | 3 shares | $1,593 |
| APOGEE ENTERPRISES INC COM | Stock | 037598109 | — | 45 shares | $1,592 |
| CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 | ADR | 21240E105 | — | 243 shares | $1,592 |
| SMITH & NEPHEW PLC SPDN ADR NEW | ADR | 83175M205 | — | 59 shares | $1,591 |
| ESCO TECHNOLOGIES INC COM | Stock | 296315104 | — | 6 shares | $1,591 |
| AMERIS BANCORP COM | Stock | 03076K108 | — | 20 shares | $1,590 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 25 shares | $1,590 |
| AMEREN CORP COM | Stock | 023608102 | — | 16 shares | $1,590 |
| COVISTA INC COM | Stock | 00737L103 | — | 13 shares | $1,589 |
| AGENUS INC COM NEW | Stock | 00847G804 | — | 160 shares | $1,589 |
| EQUITABLE HLDGS INC COM | Stock | 29452E101 | — | 31 shares | $1,589 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 4 shares | $1,589 |
| FOUR CORNERS PPTY TR INC COM | REIT | 35086T109 | — | 73 shares | $1,588 |
| SELECTIVE INS GROUP INC COM | Stock | 816300107 | — | 19 shares | $1,588 |
| CLARITEV CORPORATION CL A NEW | Stock | 62548M209 | — | 75 shares | $1,588 |
| ACADEMY SPORTS & OUTDOORS INC COM | Stock | 00402L107 | — | 33 shares | $1,587 |
| OMNIAB INC COM | Stock | 68218J103 | — | 320 shares | $1,587 |
| HALEON PLC SPON ADS | ADR | 405552100 | — | 176 shares | $1,584 |
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 13 shares | $1,584 |
| HOWMET AEROSPACE INC COM | Stock | 443201108 | — | 7 shares | $1,583 |
| PAR TECHNOLOGY CORP COM | Stock | 698884103 | — | 115 shares | $1,582 |
| BLACKBAUD INC COM | Stock | 09227Q100 | — | 38 shares | $1,582 |
| MERCURY GENL CORP NEW COM | Stock | 589400100 | — | 16 shares | $1,582 |
| WPP PLC NEW ADR | ADR | 92937A102 | — | 64 shares | $1,582 |
| CROWN HLDGS INC COM | Stock | 228368106 | — | 15 shares | $1,581 |
| MALIBU BOATS INC COM CL A | Stock | 56117J100 | — | 69 shares | $1,581 |
| PIONEER BANCORP INC MD COM | Stock | 723561106 | — | 89 shares | $1,581 |
| TEXAS CAP BANCSHARES INC COM | Stock | 88224Q107 | — | 17 shares | $1,581 |
| INVITATION HOMES INC COM | REIT | 46187W107 | — | 60 shares | $1,580 |
| ISHARES MORNINGSTAR VALUE ETF | ETF | 464288109 | — | 15 shares | $1,580 |
| CORSAIR GAMING INC COM | Stock | 22041X102 | — | 117 shares | $1,580 |
| STARWOOD PPTY TR INC COM | REIT | 85571B105 | — | 117 shares | $1,580 |
| PRA GROUP INC COM | Stock | 69354N106 | — | 81 shares | $1,579 |
| HERSHEY CO COM | Stock | 427866108 | — | 10 shares | $1,576 |
| KEMPER CORP COM | Stock | 488401100 | — | 63 shares | $1,575 |
| MERCANTILE BK CORP COM | Stock | 587376104 | — | 27 shares | $1,575 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 26 shares | $1,574 |
| KFORCE INC COM | Stock | 493732101 | — | 30 shares | $1,574 |
| MAGNOLIA OIL & GAS CORP CL A | Stock | 559663109 | — | 67 shares | $1,574 |
| OSCAR HEALTH INC CL A | Stock | 687793109 | — | 51 shares | $1,573 |
| THRYV HLDGS INC COM NEW | Stock | 886029206 | — | 1,002 shares | $1,573 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 28 shares | $1,572 |
| LINDBLAD EXPEDITIONS HLDGS INC COM | Stock | 535219109 | — | 50 shares | $1,572 |
| EVOLENT HEALTH INC CL A | Stock | 30050B101 | — | 450 shares | $1,571 |
| WAYSTAR HLDG CORP COM | Stock | 946784105 | — | 62 shares | $1,571 |
| NB BANCORP INC COM | Stock | 63945M107 | — | 71 shares | $1,571 |
| PJT PARTNERS INC COM CL A | Stock | 69343T107 | — | 11 shares | $1,570 |
| IDACORP INC COM | Stock | 451107106 | — | 12 shares | $1,569 |
| KADANT INC COM | Stock | 48282T104 | — | 6 shares | $1,569 |
| EVERPURE INC CL A | Stock | 74624M102 | — | 12 shares | $1,569 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 18 shares | $1,568 |
| ESSENTIAL UTILS INC COM | Stock | 29670G102 | — | 40 shares | $1,568 |
| INTELLIA THERAPEUTICS INC COM | Stock | 45826J105 | — | 130 shares | $1,568 |
| HUNT J B TRANS SVCS INC COM | Stock | 445658107 | — | 7 shares | $1,568 |
| EQUINOX GOLD CORP COM | Stock | 29446Y502 | — | 141 shares | $1,567 |
| TARGET CORP COM | Stock | 87612E106 | — | 10 shares | $1,567 |
| PLEXUS CORP COM | Stock | 729132100 | — | 6 shares | $1,566 |
| PRECIGEN INC COM | Stock | 74017N105 | — | 183 shares | $1,566 |
| FLUTTER ENTMT PLC SHS | Stock | G3643J108 | — | 21 shares | $1,565 |
| U HAUL HOLDING COMPANY COM | Stock | 023586100 | — | 26 shares | $1,564 |
| NASDAQ INC COM | Stock | 631103108 | — | 17 shares | $1,564 |
| NASDAQ INC COM | Stock | 631103108 | — | 17 shares | $1,564 |
| HCI GROUP INC COM | Stock | 40416E103 | — | 9 shares | $1,564 |
| DECKERS OUTDOOR CORP COM | Stock | 243537107 | — | 20 shares | $1,563 |
| GBANK FINL HLDGS INC COM | Stock | 36166F100 | — | 86 shares | $1,563 |
| TALEN ENERGY CORP COM | Stock | 87422Q109 | — | 5 shares | $1,563 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 10 shares | $1,563 |
| RUSH ENTERPRISES INC CL B | Stock | 781846308 | — | 29 shares | $1,563 |
| ASHLAND INC COM | Stock | 044186104 | — | 23 shares | $1,562 |
| LIGAND PHARMACEUTICALS INC COM NEW | Stock | 53220K504 | — | 5 shares | $1,562 |
| PORTLAND GEN ELEC CO COM NEW | Stock | 736508847 | — | 35 shares | $1,562 |
| NABORS INDUSTRIES LTD SHS | Stock | G6359F137 | — | 20 shares | $1,562 |
| SONOCO PRODS CO COM | Stock | 835495102 | — | 32 shares | $1,562 |
| RESIDEO TECHNOLOGIES INC COM | Stock | 76118Y104 | — | 86 shares | $1,561 |
| BIOMARIN PHARMACEUTICAL INC COM | Stock | 09061G101 | — | 26 shares | $1,560 |
| CIRRUS LOGIC INC COM | Stock | 172755100 | — | 13 shares | $1,560 |
| NISOURCE INC COM | Stock | 65473P105 | — | 40 shares | $1,560 |
| SUZANO S A SPON ADS | ADR | 86959K105 | — | 182 shares | $1,560 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | 316092808 | — | 5 shares | $1,560 |
| ABEONA THERAPEUTICS INC COM NEW | Stock | 00289Y206 | — | 297 shares | $1,559 |
| DOXIMITY INC CL A | Stock | 26622P107 | — | 55 shares | $1,559 |
| SEABRIDGE GOLD INC COM | Stock | 811927102 | — | 55 shares | $1,559 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | Stock | V5633W109 | — | 33 shares | $1,558 |
| JBS N.V. CL A SHS | ADR | N4732M103 | — | 138 shares | $1,558 |
| AUTOZONE INC COM | Stock | 053332102 | — | 1 shares | $1,557 |
| V2X INC COM | Stock | 92242T101 | — | 22 shares | $1,557 |
| EASTMAN CHEM CO COM | Stock | 277432100 | — | 24 shares | $1,556 |
| NORTHERN OIL & GAS INC COM | Stock | 665531307 | — | 68 shares | $1,556 |
| MANPOWERGROUP INC WIS COM | Stock | 56418H100 | — | 28 shares | $1,556 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 4 shares | $1,555 |
| ISHARES U.S. ENERGY ETF | ETF | 464287796 | — | 24 shares | $1,555 |
| ORMAT TECHNOLOGIES INC COM | Stock | 686688102 | — | 17 shares | $1,555 |
| JEFFERIES FINANCIAL GROUP INC COM | Stock | 47233W109 | — | 34 shares | $1,555 |