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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) |
|---|---|---|---|---|---|
| GLOBAL SHIP LEASE INC COM CL A | Stock | Y27183600 | — | 420 shares | $18,535 |
| UNILEVER PLC SPON ADR NEW | ADR | 904767803 | — | 305 shares | $18,523 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 16 shares | $18,513 |
| ROGERS COMMUNICATIONS INC CL B | Stock | 775109200 | — | 601 shares | $18,511 |
| FRANKLIN ELEC INC COM | Stock | 353514102 | — | 193 shares | $18,507 |
| UNION PAC CORP COM | Stock | 907818108 | — | 68 shares | $18,505 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 244 shares | $18,497 |
| TOAST INC CL A | Stock | 888787108 | — | 638 shares | $18,496 |
| BHP BILLITON LIMITED SPONSORED ADS | ADR | 088606108 | — | 218 shares | $18,495 |
| INNOSPEC INC COM | Stock | 45768S105 | — | 194 shares | $18,492 |
| TC ENERGY CORP COM | Stock | 87807B107 | — | 320 shares | $18,490 |
| TARGET CORP COM | Stock | 87612E106 | — | 118 shares | $18,489 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 52 shares | $18,461 |
| XP INC CL A | Stock | G98239109 | — | 879 shares | $18,455 |
| HILTON WORLDWIDE HLDGS INC COM | Stock | 43300A203 | — | 58 shares | $18,451 |
| ALLIANT ENERGY CORP COM | Stock | 018802108 | — | 291 shares | $18,420 |
| HANOVER INS GROUP INC COM | Stock | 410867105 | — | 86 shares | $18,414 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | ETF | 45784N643 | — | 664 shares | $18,413 |
| TRANSDIGM GROUP INC COM | Stock | 893641100 | — | 17 shares | $18,404 |
| FIDELITY MSCI HEALTH CARE INDEX ETF | ETF | 316092600 | — | 225 shares | $18,400 |
| NEBIUS GROUP N.V. SHS CLASS A | Stock | N97284108 | — | 78 shares | $18,399 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 173 shares | $18,399 |
| BROWN & BROWN INC COM | Stock | 115236101 | — | 302 shares | $18,392 |
| CYTOKINETICS INC COM NEW | Stock | 23282W605 | — | 279 shares | $18,389 |
| EATON VANCE TAX-MANAGED GLOBAL COM | CEF | 27829F108 | — | 1,953 shares | $18,378 |
| TASKUS INC CLASS A COM | Stock | 87652V109 | — | 2,347 shares | $18,377 |
| ATI INC COM | Stock | 01741R102 | — | 97 shares | $18,372 |
| NNN REIT INC COM | REIT | 637417106 | — | 447 shares | $18,367 |
| REGIONS FINANCIAL CORP NEW COM | Stock | 7591EP100 | — | 683 shares | $18,359 |
| LPL FINL HLDGS INC COM | Stock | 50212V100 | — | 60 shares | $18,348 |
| VANGUARD HEALTH CARE ETF | ETF | 92204A504 | — | 58 shares | $18,333 |
| AMETEK INC COM | Stock | 031100100 | — | 74 shares | $18,332 |
| ATMOS ENERGY CORP COM | Stock | 049560105 | — | 117 shares | $18,303 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 123 shares | $18,291 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 | — | 41 shares | $18,285 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 107 shares | $18,268 |
| DONNELLEY FINL SOLUTIONS INC COM | Stock | 25787G100 | — | 387 shares | $18,263 |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | ETF | 81369Y100 | — | 375 shares | $18,263 |
| SITIME CORP COM | Stock | 82982T106 | — | 28 shares | $18,257 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 40 shares | $18,248 |
| BURFORD CAP LTD ORD SHS | Stock | G17977110 | — | 4,654 shares | $18,244 |
| MORNINGSTAR INC COM | Stock | 617700109 | — | 96 shares | $18,244 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 336 shares | $18,233 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 59 shares | $18,231 |
| MATSON INC COM | Stock | 57686G105 | — | 83 shares | $18,230 |
| MANPOWERGROUP INC WIS COM | Stock | 56418H100 | — | 328 shares | $18,230 |
| CACTUS INC CL A | Stock | 127203107 | — | 293 shares | $18,230 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 88 shares | $18,212 |
| MIRUM PHARMACEUTICALS INC COM | Stock | 604749101 | — | 213 shares | $18,207 |
| BOK FINL CORP COM NEW | Stock | 05561Q201 | — | 144 shares | $18,202 |
| TXNM ENERGY INC COM | Stock | 69349H107 | — | 312 shares | $18,196 |
| COMFORT SYS USA INC COM | Stock | 199908104 | — | 11 shares | $18,195 |
| RUSH ENTERPRISES INC CL A | Stock | 781846209 | — | 397 shares | $18,187 |
| QUEST DIAGNOSTICS INC COM | Stock | 74834L100 | — | 78 shares | $18,179 |
| PRUDENTIAL FINL INC COM | Stock | 744320102 | — | 160 shares | $18,173 |
| CITIZENS FINL GROUP INC COM | Stock | 174610105 | — | 285 shares | $18,172 |
| MOODYS CORP COM | Stock | 615369105 | — | 40 shares | $18,165 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 99 shares | $18,154 |
| FIRST MERCHANTS CORP COM | Stock | 320817109 | — | 456 shares | $18,140 |
| JACOBS SOLUTIONS INC COM | Stock | 46982L108 | — | 134 shares | $18,126 |
| SERVICE CORP INTL COM | Stock | 817565104 | — | 238 shares | $18,124 |
| NVENT ELEC PLC SHS | Stock | G6700G107 | — | 113 shares | $18,122 |
| NORTHWEST NAT HLDG CO COM | Stock | 66765N105 | — | 388 shares | $18,108 |
| CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | ADR | 17133Q502 | — | 398 shares | $18,101 |
| AMRIZE LTD SHS | Stock | H2927K103 | — | 484 shares | $18,097 |
| FRANCO NEV CORP COM | Stock | 351858105 | — | 76 shares | $18,096 |
| BLUE BIRD CORP COM | Stock | 095306106 | — | 326 shares | $18,093 |
| COLUMBIA BKG SYS INC COM | Stock | 197236102 | — | 632 shares | $18,075 |
| IRHYTHM HOLDINGS INC COM | Stock | 450056106 | — | 159 shares | $18,072 |
| SCHOLAR ROCK HLDG CORP COM | Stock | 80706P103 | — | 374 shares | $18,072 |
| OKLO INC COM CL A | Stock | 02156V109 | — | 488 shares | $18,066 |
| ON SEMICONDUCTOR CORP COM | Stock | 682189105 | — | 235 shares | $18,064 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 19 shares | $18,059 |
| BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | ETF | 09789C812 | — | 426 shares | $18,054 |
| ISHARES TIPS BOND ETF | ETF | 464287176 | — | 173 shares | $18,046 |
| PC CONNECTION INC COM | Stock | 69318J100 | — | 200 shares | $18,046 |
| ALLIANT ENERGY CORP COM | Stock | 018802108 | — | 285 shares | $18,041 |
| TERADYNE INC COM | Stock | 880770102 | — | 45 shares | $18,041 |
| POPULAR INC COM NEW | Stock | 733174700 | — | 116 shares | $18,032 |
| ON HLDG AG NAMEN AKT A | Stock | H5919C104 | — | 609 shares | $18,032 |
| ST JOE CO COM | Stock | 790148100 | — | 274 shares | $18,024 |
| COUSINS PPTYS INC COM NEW | REIT | 222795502 | — | 652 shares | $18,021 |
| MID-AMER APT CMNTYS INC COM | REIT | 59522J103 | — | 153 shares | $18,014 |
| MATSON INC COM | Stock | 57686G105 | — | 82 shares | $18,010 |
| AGNC INVT CORP COM | REIT | 00123Q104 | — | 1,985 shares | $18,004 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 225 shares | $18,003 |
| EQUITABLE HLDGS INC COM | Stock | 29452E101 | — | 351 shares | $17,996 |
| ALLEGION PLC ORD SHS | Stock | G0176J109 | — | 117 shares | $17,991 |
| ATRICURE INC COM | Stock | 04963C209 | — | 320 shares | $17,984 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | 74743L100 | — | 143 shares | $17,981 |
| CMS ENERGY CORP COM | Stock | 125896100 | — | 285 shares | $17,978 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 167 shares | $17,974 |
| UNILEVER PLC SPON ADR NEW | ADR | 904767803 | — | 296 shares | $17,974 |
| VISA INC COM CL A | Stock | 92826C839 | — | 50 shares | $17,967 |
| AVISTA CORP COM | Stock | 05379B107 | — | 512 shares | $17,966 |
| CAPITAL ONE FINL CORP COM | Stock | 14040H105 | — | 93 shares | $17,956 |
| G III APPAREL GROUP LTD COM | Stock | 36237H101 | — | 662 shares | $17,953 |
| INSIGHT MOLECULAR DIA INC COM NEW | Stock | 68235C206 | — | 5,000 shares | $17,950 |
| ESSENTIAL UTILS INC COM | Stock | 29670G102 | — | 458 shares | $17,949 |
| BWX TECHNOLOGIES INC COM | Stock | 05605H100 | — | 131 shares | $17,947 |