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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) |
|---|---|---|---|---|---|
| INTUIT COM | Stock | 461202103 | — | 85 shares | $23,435 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 46 shares | $23,426 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 995 shares | $23,412 |
| CINTAS CORP COM | Stock | 172908105 | — | 120 shares | $23,407 |
| JACKSON FINANCIAL INC COM CL A | Stock | 46817M107 | — | 181 shares | $23,407 |
| CURTISS WRIGHT CORP COM | Stock | 231561101 | — | 43 shares | $23,384 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 505 shares | $23,382 |
| FEDEX CORP COM | Stock | 31428X106 | — | 82 shares | $23,377 |
| NASDAQ INC COM | Stock | 631103108 | — | 254 shares | $23,371 |
| CSX CORP COM | Stock | 126408103 | — | 502 shares | $23,348 |
| KROGER CO COM | Stock | 501044101 | — | 398 shares | $23,331 |
| CAPITAL GROUP CORE PLUS INCOME ETF | ETF | 14020Y102 | — | 1,102 shares | $23,329 |
| TANGER INC COM | REIT | 875465106 | — | 680 shares | $23,317 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 89 shares | $23,316 |
| DOORDASH INC CL A | Stock | 25809K105 | — | 127 shares | $23,311 |
| MONDAY COM LTD SHS | Stock | M7S64H106 | — | 297 shares | $23,303 |
| DOCUSIGN INC COM | Stock | 256163106 | — | 347 shares | $23,301 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 1,041 shares | $23,298 |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | ETF | 25434V765 | — | 691 shares | $23,280 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | Stock | N53745100 | — | 405 shares | $23,275 |
| COUPANG INC CL A | Stock | 22266T109 | — | 1,678 shares | $23,274 |
| HONDA MOTOR CO LTD ADR ECH CNV IN 3 | ADR | 438128308 | — | 736 shares | $23,258 |
| AON PLC SHS CL A | Stock | G0403H108 | — | 84 shares | $23,249 |
| MAGNA INTL INC COM | Stock | 559222401 | — | 365 shares | $23,240 |
| AVANTIS U.S SMALL CAP EQUITY ETF | ETF | 025072323 | — | 336 shares | $23,231 |
| SSR MINING IN COM | Stock | 784730103 | — | 697 shares | $23,224 |
| CIENA CORP COM NEW | Stock | 171779309 | — | 66 shares | $23,220 |
| SBA COMMUNICATIONS CORP CL A | REIT | 78410G104 | — | 145 shares | $23,217 |
| HALLIBURTON CO COM | Stock | 406216101 | — | 730 shares | $23,214 |
| GRACO INC COM | Stock | 384109104 | — | 302 shares | $23,206 |
| WP CAREY INC COM | REIT | 92936U109 | — | 359 shares | $23,202 |
| HEALTHPEAK PROPERTIES INC COM | REIT | 42250P103 | — | 1,160 shares | $23,165 |
| CORCEPT THERAPEUTICS INC COM | Stock | 218352102 | — | 201 shares | $23,161 |
| ISHARES U.S. TREASURY BOND ETF | ETF | 46429B267 | — | 1,059 shares | $23,160 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 | — | 156 shares | $23,135 |
| ENI SPA SPONSORED ADR | ADR | 26874R108 | — | 426 shares | $23,132 |
| QORVO INC COM | Stock | 74736K101 | — | 202 shares | $23,125 |
| PAN AMERN SILVER CORP COM | Stock | 697900108 | — | 508 shares | $23,119 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 101 shares | $23,118 |
| NETAPP INC COM | Stock | 64110D104 | — | 110 shares | $23,109 |
| REZOLVE AI PLC ORD SHS | Stock | G75398100 | — | 10,647 shares | $23,104 |
| FORTIS INC COM | Stock | 349553107 | — | 437 shares | $23,068 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 76 shares | $23,062 |
| VODAFONE GROUP PLC SPONSORED ADR | ADR | 92857W308 | — | 1,428 shares | $23,062 |
| LAMAR ADVERTISING CO CL A | REIT | 512816109 | — | 160 shares | $23,058 |
| BAKER HUGHES COMPANY CL A | Stock | 05722G100 | — | 420 shares | $23,058 |
| BRUKER CORP COM | Stock | 116794108 | — | 356 shares | $23,051 |
| AMERICAN WTR WKS CO INC NEW COM | Stock | 030420103 | — | 178 shares | $23,046 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 572 shares | $23,029 |
| LIBERTY MEDIA CORP DEL COM SER C | Stock | 531229755 | — | 249 shares | $23,008 |
| VIATRIS INC COM | Stock | 92556V106 | — | 1,298 shares | $22,999 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 70 shares | $22,996 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 70 shares | $22,996 |
| DUCOMMUN INC DEL COM | Stock | 264147109 | — | 134 shares | $22,986 |
| AMERICAN FINANCIAL GROUP INC COM | Stock | 025932104 | — | 168 shares | $22,976 |
| AIRBNB INC COM CL A | Stock | 009066101 | — | 143 shares | $22,973 |
| D R HORTON INC COM | Stock | 23331A109 | — | 168 shares | $22,957 |
| GUIDEWIRE SOFTWARE INC COM | Stock | 40171V100 | — | 161 shares | $22,955 |
| LPL FINL HLDGS INC COM | Stock | 50212V100 | — | 75 shares | $22,935 |
| SAP SE SPON ADR | ADR | 803054204 | — | 110 shares | $22,933 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 244 shares | $22,926 |
| AXT INC COM | Stock | 00246W103 | — | 296 shares | $22,913 |
| MONOLITHIC PWR SYS INC COM | Stock | 609839105 | — | 17 shares | $22,903 |
| PULTE GROUP INC COM | Stock | 745867101 | — | 197 shares | $22,864 |
| PLDT INC SPONSORED ADR | ADR | 69344D408 | — | 1,284 shares | $22,842 |
| ANGLOGOLD ASHANTI PLC COM SHS | Stock | G0378L100 | — | 243 shares | $22,830 |
| LOGITECH INTL S A SHS | Stock | H50430232 | — | 226 shares | $22,826 |
| EMBRAER S.A. SPONSORED ADS | ADR | 29082A107 | — | 303 shares | $22,822 |
| 3M CO COM | Stock | 88579Y101 | — | 139 shares | $22,817 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 24 shares | $22,812 |
| ITT INC COM | Stock | 45073V108 | — | 113 shares | $22,806 |
| OTIS WORLDWIDE CORP COM | Stock | 68902V107 | — | 354 shares | $22,798 |
| WILLIAMS SONOMA INC COM | Stock | 969904101 | — | 100 shares | $22,794 |
| THRIVENT SMALL-MID CAP EQUITY ETF | ETF | 88588G109 | — | 502 shares | $22,791 |
| CGI INC CL A SUB VTG | Stock | 12532H104 | — | 335 shares | $22,790 |
| PRUDENTIAL PLC ADR | ADR | 74435K204 | — | 921 shares | $22,786 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 154 shares | $22,786 |
| BLACK HILLS CORP COM | Stock | 092113109 | — | 325 shares | $22,776 |
| HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | ETF | 41151J505 | — | 646 shares | $22,769 |
| QIAGEN NV ORD SHARES | Stock | N72482156 | — | 520 shares | $22,755 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 | — | 30 shares | $22,748 |
| LIBERTY ENERGY INC COM CL A | Stock | 53115L104 | — | 1,248 shares | $22,739 |
| CBRE GROUP INC CL A | Stock | 12504L109 | — | 177 shares | $22,739 |
| CALUMET INC COM | Stock | 131428104 | — | 434 shares | $22,733 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 405 shares | $22,733 |
| VIVMARK RESIDENTIAL SH BEN INT | REIT | 29476L107 | — | 374 shares | $22,724 |
| COCA COLA CONS INC COM | Stock | 191098102 | — | 120 shares | $22,712 |
| FORMFACTOR INC COM | Stock | 346375108 | — | 152 shares | $22,695 |
| FIDELITY NATL FINL INC COM SHS | Stock | 31620R303 | — | 587 shares | $22,688 |
| INVESCO AI AND NEXT GEN SOFTWARE ETF | ETF | 46137V639 | — | 223 shares | $22,677 |
| WEC ENERGY GROUP INC COM | Stock | 92939U106 | — | 225 shares | $22,676 |
| PRICESMART INC COM | Stock | 741511109 | — | 134 shares | $22,661 |
| NORDIC AMERICAN TANKERS LIMITE COM | Stock | G65773106 | — | 2,862 shares | $22,610 |
| FIRST MAJESTIC SILVER CORP COM | Stock | 32076V103 | — | 1,278 shares | $22,608 |
| ROYAL CARIBBEAN GROUP COM | Stock | V7780T103 | — | 85 shares | $22,598 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 42 shares | $22,594 |
| EOG RES INC COM | Stock | 26875P101 | — | 164 shares | $22,593 |
| BROADCOM INC COM | Stock | 11135F101 | — | 64 shares | $22,586 |
| VERISIGN INC COM | Stock | 92343E102 | — | 80 shares | $22,561 |
| D R HORTON INC COM | Stock | 23331A109 | — | 165 shares | $22,547 |