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.

Rank by

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)
FIRST MAJESTIC SILVER CORP COM	Stock	32076V103	—	1,472 shares	$26,040
SLM CORP COM	Stock	78442P106	—	1,150 shares	$26,025
INSPIRE INTERNATIONAL ETF	ETF	66538H419	—	671 shares	$26,002
RANGE RES CORP COM	Stock	75281A109	—	702 shares	$26,002
CINCINNATI FINL CORP COM	Stock	172062101	—	163 shares	$25,977
CONAGRA BRANDS INC COM	Stock	205887102	—	1,932 shares	$25,966
CVS HEALTH CORP COM	Stock	126650100	—	303 shares	$25,964
MARRIOTT INTL INC NEW CL A	Stock	571903202	—	73 shares	$25,964
SNAP ON INC COM	Stock	833034101	—	71 shares	$25,962
TARGA RES CORP COM	Stock	87612G101	—	96 shares	$25,950
HIGHWOODS PPTYS INC COM	REIT	431284108	—	894 shares	$25,944
DIAMONDBACK ENERGY INC COM	Stock	25278X109	—	141 shares	$25,917
COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS	ADR	20441B704	—	2,084 shares	$25,883
JPMORGAN ACTIVE GROWTH ETF	ETF	46654Q609	—	268 shares	$25,883
MATERION CORP COM	Stock	576690101	—	96 shares	$25,881
HDFC BANK LTD SPONSORED ADS	ADR	40415F101	—	1,158 shares	$25,870
DONALDSON INC COM	Stock	257651109	—	297 shares	$25,851
IQVIA HLDGS INC COM	Stock	46266C105	—	96 shares	$25,810
HEALTHPEAK PROPERTIES INC COM	REIT	42250P103	—	1,292 shares	$25,801
GDS HLDGS LTD SPONSORED ADS	ADR	36165L108	—	826 shares	$25,796
RENAISSANCERE HLDGS LTD COM	Stock	G7496G103	—	81 shares	$25,777
CARLISLE COS INC COM	Stock	142339100	—	80 shares	$25,774
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	ETF	922042718	—	166 shares	$25,772
KURV GOLD ENHANCED INCOME ETF	ETF	500948872	—	1,000 shares	$25,760
LAUREATE ED INC COMMON STOCK	Stock	518613203	—	675 shares	$25,758
KEURIG DR PEPPER INC COM	Stock	49271V100	—	849 shares	$25,753
VICI PPTYS INC COM	REIT	925652109	—	1,121 shares	$25,749
CELSIUS HLDGS INC COM NEW	Stock	15118V207	—	941 shares	$25,736
EQUITABLE HLDGS INC COM	Stock	29452E101	—	502 shares	$25,728
ISHARES MSCI EMERGING MARKETS ETF	ETF	464287234	—	385 shares	$25,714
DIANTHUS THERAPEUTICS INC COM	Stock	252828108	—	292 shares	$25,711
SOUTH BOW CORP COM	Stock	83671M105	—	776 shares	$25,709
ALLEGION PLC ORD SHS	Stock	G0176J109	—	167 shares	$25,680
INSPIRE SMALL/MID CAP ETF	ETF	66538H641	—	554 shares	$25,678
GATX CORP COM	Stock	361448103	—	151 shares	$25,673
NOBLE CORP PLC ORD SHS A	Stock	G65431127	—	615 shares	$25,670
KEURIG DR PEPPER INC COM	Stock	49271V100	—	846 shares	$25,668
HUNTINGTON BANCSHARES INC COM	Stock	446150104	—	1,682 shares	$25,667
ROUNDHILL MEMORY ETF	ETF	77926X320	—	425 shares	$25,653
FACTSET RESH SYS INC COM	Stock	303075105	—	95 shares	$25,645
VIVMARK RESIDENTIAL SH BEN INT	REIT	29476L107	—	422 shares	$25,641
ATLASSIAN CORPORATION CL A	Stock	049468101	—	143 shares	$25,638
INTUITIVE SURGICAL INC COM NEW	Stock	46120E602	—	63 shares	$25,618
SMITH A O CORP COM	Stock	831865209	—	454 shares	$25,592
DANAHER CORP DEL COM	Stock	235851102	—	115 shares	$25,580
HEICO CORP NEW CL A	Stock	422806208	—	112 shares	$25,573
PHILIP MORRIS INTL INC COM	Stock	718172109	—	134 shares	$25,570
CARRIER GLOBAL CORPORATION COM	Stock	14448C104	—	466 shares	$25,565
MICRON TECHNOLOGY INC COM	Stock	595112103	—	24 shares	$25,563
KULICKE & SOFFA INDS INC COM	Stock	501242101	—	271 shares	$25,542
DOLLAR TREE INC COM	Stock	256746108	—	224 shares	$25,540
L3HARRIS TECHNOLOGIES INC COM	Stock	502431109	—	108 shares	$25,526
BROADSTONE NET LEASE INC COM	REIT	11135E203	—	1,379 shares	$25,512
AUTOLIV INC COM	Stock	052800109	—	228 shares	$25,511
ALLIANCE RESOURCE PARTNERS L P UT LTD PART	Stock	01877R108	—	1,050 shares	$25,501
ACCENTURE PLC IRELAND SHS CLASS A	Stock	G1151C101	—	139 shares	$25,488
JPMORGAN CHASE & CO COM	Stock	46625H100	—	77 shares	$25,474
MONTE ROSA THERAPEUTICS INC COM	Stock	61225M102	—	2,135 shares	$25,471
ALCON AG ORD SHS	Stock	H01301128	—	393 shares	$25,447
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	ETF	464288620	—	522 shares	$25,427
CHUNGHWA TELECOM CO LTD SPON ADR NEW11	ADR	17133Q502	—	559 shares	$25,423
NETAPP INC COM	Stock	64110D104	—	121 shares	$25,420
META PLATFORMS INC CL A	Stock	30303M102	—	35 shares	$25,418
STRATEGY INC CL A NEW	Stock	594972408	—	166 shares	$25,413
CME GROUP INC COM	Stock	12572Q105	—	97 shares	$25,412
DIAMONDROCK HOSPITALITY CO COM	REIT	252784301	—	2,056 shares	$25,412
EVERQUOTE INC COM CL A	Stock	30041R108	—	1,266 shares	$25,396
FEDEX CORP COM	Stock	31428X106	—	89 shares	$25,373
CHATHAM LODGING TR COM	REIT	16208T102	—	1,895 shares	$25,355
THE CIGNA GROUP COM	Stock	125523100	—	93 shares	$25,335
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	464287606	—	231 shares	$25,320
PROGYNY INC COM	Stock	74340E103	—	1,004 shares	$25,291
EAGLE POINT INCOME COMPANY INC COM	Stock	269817102	—	2,735 shares	$25,271
AMERICAN ELEC PWR CO INC COM	Stock	025537101	—	213 shares	$25,270
MARSH & MCLENNAN COS INC COM	Stock	571748102	—	148 shares	$25,268
SUN CMNTYS INC COM	REIT	866674104	—	228 shares	$25,258
T. ROWE PRICE INTERNATIONAL EQUITY ETF	ETF	87283Q834	—	657 shares	$25,249
BAKER HUGHES COMPANY CL A	Stock	05722G100	—	459 shares	$25,221
PALO ALTO NETWORKS INC COM	Stock	697435105	—	63 shares	$25,213
RESMED INC COM	Stock	761152107	—	114 shares	$25,205
ALBEMARLE CORP COM	Stock	012653101	—	238 shares	$25,176
OCEANFIRST FINL CORP COM	Stock	675234108	—	1,523 shares	$25,175
GENUINE PARTS CO COM	Stock	372460105	—	200 shares	$25,148
KLA CORP COM NEW	Stock	482480100	—	129 shares	$25,146
SHORE BANCSHARES INC COM	Stock	825107105	—	1,123 shares	$25,144
STATE STR CORP COM	Stock	857477103	—	144 shares	$25,141
DOUGLAS EMMETT INC COM	REIT	25960P109	—	2,624 shares	$25,138
MOELIS & CO CL A	Stock	60786M105	—	437 shares	$25,136
MORGAN STANLEY COM NEW	Stock	617446448	—	134 shares	$25,136
FIDELITY NATL INFORMATION SVCS COM	Stock	31620M106	—	764 shares	$25,120
HECLA MINING COMPANY COM	Stock	422704106	—	1,475 shares	$25,119
RECKONER YIELD ENHANCED AAA CLO ETF	ETF	00777X496	—	1,000 shares	$25,110
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	ETF	09290C780	—	532 shares	$25,105
CANADIAN NATL RY CO COM	Stock	136375102	—	211 shares	$25,100
1ST SOURCE CORP COM	Stock	336901103	—	297 shares	$25,097
WILLIAMS SONOMA INC COM	Stock	969904101	—	110 shares	$25,073
SNAP ON INC COM	Stock	833034101	—	69 shares	$25,071
QUANTA SVCS INC COM	Stock	74762E102	—	39 shares	$25,058
HUNTSMAN CORP COM	Stock	447011107	—	2,982 shares	$25,049
ANTERO MIDSTREAM CORP COM	Stock	03676B102	—	1,242 shares	$25,039