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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) |
|---|---|---|---|---|---|
| PG&E CORP COM | Stock | 69331C108 | — | 114 shares | $1,397 |
| FARMLAND PARTNERS INC COM | REIT | 31154R109 | — | 123 shares | $1,396 |
| LIFESTANCE HEALTH GROUP INC COM | Stock | 53228F101 | — | 116 shares | $1,395 |
| ACADEMY SPORTS & OUTDOORS INC COM | Stock | 00402L107 | — | 29 shares | $1,395 |
| NANO NUCLEAR ENERGY INC COM | Stock | 63010H108 | — | 88 shares | $1,395 |
| ORIX CORP SPONSORED ADR | ADR | 686330101 | — | 37 shares | $1,395 |
| AEHR TEST SYS COM | Stock | 00760J108 | — | 14 shares | $1,395 |
| NB BANCORP INC COM | Stock | 63945M107 | — | 63 shares | $1,394 |
| DAUCH CORP COM | Stock | 024061103 | — | 267 shares | $1,394 |
| KB HOME COM | Stock | 48666K109 | — | 30 shares | $1,394 |
| DONALDSON INC COM | Stock | 257651109 | — | 16 shares | $1,393 |
| ATLAS ENERGY SOLUTIONS INC COM NEW | Stock | 642045108 | — | 116 shares | $1,393 |
| PULTE GROUP INC COM | Stock | 745867101 | — | 12 shares | $1,393 |
| MATADOR RES CO COM | Stock | 576485205 | — | 27 shares | $1,393 |
| GRUPO CIBEST SA SPON ADS | ADR | 40090E106 | — | 15 shares | $1,393 |
| TPG MTG INVTS TR INC COM NEW | REIT | 001228501 | — | 243 shares | $1,392 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 20 shares | $1,392 |
| ELME COMMUNITIES SH BEN INT | REIT | 939653101 | — | 800 shares | $1,392 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 5 shares | $1,391 |
| UFP INDUSTRIES INC COM | Stock | 90278Q108 | — | 18 shares | $1,390 |
| PUMA BIOTECHNOLOGY INC COM | Stock | 74587V107 | — | 140 shares | $1,390 |
| VALMONT INDS INC COM | Stock | 920253101 | — | 3 shares | $1,389 |
| STAR HLDGS SHS BEN INT | Stock | 85512G106 | — | 162 shares | $1,388 |
| HAMILTON INSURANCE GROUP LTD. CL B | Stock | G42706104 | — | 42 shares | $1,388 |
| BANCO BBVA ARGENTINA S A SPONSORED ADS | ADR | 058934100 | — | 108 shares | $1,388 |
| OVINTIV INC COM | Stock | 69047Q102 | — | 24 shares | $1,388 |
| LG DISPLAY CO LTD SPONS ADR REP | ADR | 50186V102 | — | 470 shares | $1,387 |
| WEIS MKTS INC COM | Stock | 948849104 | — | 19 shares | $1,387 |
| FIGS INC CL A | Stock | 30260D103 | — | 100 shares | $1,386 |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 11271J107 | — | 38 shares | $1,385 |
| EVERQUOTE INC COM CL A | Stock | 30041R108 | — | 69 shares | $1,384 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 21 shares | $1,383 |
| JD.COM INC SPON ADS CL A | ADR | 47215P106 | — | 52 shares | $1,383 |
| LINDBLAD EXPEDITIONS HLDGS INC COM | Stock | 535219109 | — | 44 shares | $1,383 |
| MERITAGE HOMES CORP COM | Stock | 59001A102 | — | 22 shares | $1,383 |
| FORRESTER RESH INC COM | Stock | 346563109 | — | 120 shares | $1,381 |
| INTUITIVE MACHINES INC CLASS A COM | Stock | 46125A100 | — | 97 shares | $1,381 |
| CALLAWAY GOLF CO COM | Stock | 131193104 | — | 98 shares | $1,381 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | Stock | N53745100 | — | 24 shares | $1,379 |
| CONSTELLIUM SE CL A SHS | Stock | F21107101 | — | 57 shares | $1,379 |
| KELLY SVCS INC CL A | Stock | 488152208 | — | 85 shares | $1,378 |
| BROOKFIELD BUSINESS CORP CL A SUB VTG SH | Stock | 113006100 | — | 54 shares | $1,378 |
| PLANET LABS PBC COM CL A | Stock | 72703X106 | — | 84 shares | $1,377 |
| GPGI INC COM CL A | Stock | 20459V105 | — | 116 shares | $1,377 |
| LIVANOVA PLC SHS | Stock | G5509L101 | — | 18 shares | $1,377 |
| CLOROX CO DEL COM | Stock | 189054109 | — | 17 shares | $1,377 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 5 shares | $1,376 |
| CLEARWAY ENERGY INC CL C | Stock | 18539C204 | — | 47 shares | $1,376 |
| GRAPHIC PACKAGING HLDG CO COM | Stock | 388689101 | — | 152 shares | $1,376 |
| ROYAL BK CDA COM | Stock | 780087102 | — | 7 shares | $1,376 |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | ADR | 20441A102 | — | 259 shares | $1,375 |
| CELANESE CORP DEL COM | Stock | 150870103 | — | 31 shares | $1,375 |
| C3 AI INC CL A | Stock | 12468P104 | — | 125 shares | $1,374 |
| VITA COCO CO INC COM | Stock | 92846Q107 | — | 24 shares | $1,374 |
| CALIX INC COM | Stock | 13100M509 | — | 40 shares | $1,374 |
| BENTLEY SYS INC COM CL B | Stock | 08265T208 | — | 43 shares | $1,374 |
| QORVO INC COM | Stock | 74736K101 | — | 12 shares | $1,374 |
| GAP INC COM | Stock | 364760108 | — | 60 shares | $1,373 |
| HOMETRUST BANCSHARES INC COM | Stock | 437872104 | — | 30 shares | $1,373 |
| TANGER INC COM | REIT | 875465106 | — | 40 shares | $1,372 |
| OCEANFIRST FINL CORP COM | Stock | 675234108 | — | 83 shares | $1,372 |
| SYNDAX PHARMACEUTICALS INC COM | Stock | 87164F105 | — | 73 shares | $1,372 |
| BEACON FINANCIAL CORP. COM | Stock | 084680107 | — | 49 shares | $1,372 |
| TRIMBLE INC COM | Stock | 896239100 | — | 24 shares | $1,371 |
| UNUSUAL MACHS INC COM SHS | Stock | 91532F102 | — | 56 shares | $1,371 |
| UNITIL CORP COM | Stock | 913259107 | — | 27 shares | $1,371 |
| SPRINKLR INC CL A | Stock | 85208T107 | — | 277 shares | $1,371 |
| ENEL CHILE SA SPONSORED ADR | ADR | 29278D105 | — | 324 shares | $1,371 |
| INVESCO NASDAQ 100 ETF | ETF | 46138G649 | — | 5 shares | $1,371 |
| HEALTHPEAK PROPERTIES INC COM | REIT | 42250P103 | — | 69 shares | $1,370 |
| FORTIVE CORP COM | Stock | 34959J108 | — | 25 shares | $1,370 |
| WEALTHFRONT CORP COM | Stock | 947002101 | — | 132 shares | $1,370 |
| COMMERCE BANCSHARES INC COM | Stock | 200525103 | — | 25 shares | $1,369 |
| CACTUS INC CL A | Stock | 127203107 | — | 22 shares | $1,369 |
| HAEMONETICS CORP MASS COM | Stock | 405024100 | — | 13 shares | $1,369 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 16 shares | $1,368 |
| GLOBAL SHIP LEASE INC COM CL A | Stock | Y27183600 | — | 31 shares | $1,368 |
| IDEX CORP COM | Stock | 45167R104 | — | 6 shares | $1,368 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 | — | 24 shares | $1,368 |
| GAMING & LEISURE P COM | REIT | 36467J108 | — | 36 shares | $1,367 |
| ASCENDIS PHARMA A/S ORD SHS | Stock | K08588103 | — | 6 shares | $1,367 |
| ENEL CHILE SA SPONSORED ADR | ADR | 29278D105 | — | 323 shares | $1,366 |
| KOHLS CORP COM | Stock | 500255104 | — | 74 shares | $1,366 |
| VAXCYTE INC COM | Stock | 92243G108 | — | 24 shares | $1,366 |
| ATLANTIC UN BANKSHARES CORP COM | Stock | 04911A107 | — | 36 shares | $1,366 |
| CAPITAL SOUTHWEST CORP COM | CEF | 140501107 | — | 59 shares | $1,365 |
| STANDEX INTL CORP COM | Stock | 854231107 | — | 5 shares | $1,365 |
| GRAND CANYON ED INC COM | Stock | 38526M106 | — | 9 shares | $1,364 |
| JOYY INC ADS REPSTG COM A | ADR | 46591M109 | — | 17 shares | $1,364 |
| MOVADO GROUP INC COM | Stock | 624580106 | — | 41 shares | $1,364 |
| QTREX QUANTUM LTD SHS | Stock | M53637100 | — | 2,000 shares | $1,364 |
| VIPSHOP HLDGS LTD SPONSORED ADS A | ADR | 92763W103 | — | 109 shares | $1,364 |
| THOMSON REUTERS CORP COM | Stock | 884903881 | — | 14 shares | $1,363 |
| HAFNIA LTD SHS | Stock | Y2990R101 | — | 137 shares | $1,362 |
| MOODYS CORP COM | Stock | 615369105 | — | 3 shares | $1,362 |
| AUTOHOME INC SP ADS RP CL A | ADR | 05278C107 | — | 64 shares | $1,360 |
| EAGLE FINL SVCS INC COM | Stock | 26951R104 | — | 30 shares | $1,359 |
| CHIME FINL INC COM SHS CL A | Stock | 16935C109 | — | 51 shares | $1,359 |
| DIVERSIFIED HEALTHCARE TR COM SH BEN INT | REIT | 25525P107 | — | 173 shares | $1,358 |
| NAVITAS SEMICONDUCTOR CORP COM | Stock | 63942X106 | — | 117 shares | $1,358 |