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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) |
|---|---|---|---|---|---|
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 | — | 157 shares | $15,607 |
| SOUTHERN COPPER CORP COM | Stock | 84265V105 | — | 77 shares | $15,603 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 185 shares | $15,596 |
| HYPERLIQUID STRATEGIES INC COM | Stock | 44916Y106 | — | 1,271 shares | $15,595 |
| IQVIA HLDGS INC COM | Stock | 46266C105 | — | 58 shares | $15,593 |
| SYSCO CORP COM | Stock | 871829107 | — | 200 shares | $15,592 |
| VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | — | 115 shares | $15,586 |
| EATON CORP PLC SHS | Stock | G29183103 | — | 36 shares | $15,586 |
| WP CAREY INC COM | REIT | 92936U109 | — | 241 shares | $15,576 |
| CREDICORP LTD COM | Stock | G2519Y108 | — | 41 shares | $15,575 |
| BECTON DICKINSON & CO COM | Stock | 075887109 | — | 87 shares | $15,573 |
| CULLEN FROST BANKERS INC COM | Stock | 229899109 | — | 102 shares | $15,572 |
| SK TELECOM CO LTD SPONSORED ADR | ADR | 78440P306 | — | 446 shares | $15,570 |
| SCORPIO TANKERS INC SHS | Stock | Y7542C130 | — | 186 shares | $15,568 |
| THE CAMPBELLS COMPANY COM | Stock | 134429109 | — | 785 shares | $15,567 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | G96629103 | — | 54 shares | $15,564 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 40 shares | $15,553 |
| KULICKE & SOFFA INDS INC COM | Stock | 501242101 | — | 165 shares | $15,551 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 46432F396 | — | 49 shares | $15,550 |
| NETAPP INC COM | Stock | 64110D104 | — | 74 shares | $15,546 |
| FIRST BUSINESS FINL SVCS INC W COM | Stock | 319390100 | — | 226 shares | $15,544 |
| 10X GENOMICS INC CL A COM | Stock | 88025U109 | — | 172 shares | $15,542 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 16 shares | $15,540 |
| UNUM GROUP COM | Stock | 91529Y106 | — | 177 shares | $15,528 |
| JACKSON FINANCIAL INC COM CL A | Stock | 46817M107 | — | 120 shares | $15,518 |
| STONEX GROUP INC COM | Stock | 861896108 | — | 240 shares | $15,514 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 145 shares | $15,508 |
| ADVANCED ENERGY INDS COM | Stock | 007973100 | — | 55 shares | $15,500 |
| NBT BANCORP INC COM | Stock | 628778102 | — | 309 shares | $15,499 |
| CSX CORP COM | Stock | 126408103 | — | 333 shares | $15,488 |
| MGE ENERGY INC COM | Stock | 55277P104 | — | 223 shares | $15,487 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 01609W102 | — | 144 shares | $15,486 |
| BANCO DE CHILE SPONSORED ADS | ADR | 059520106 | — | 387 shares | $15,484 |
| VIRTU FINL INC CL A | Stock | 928254101 | — | 281 shares | $15,483 |
| GATX CORP COM | Stock | 361448103 | — | 91 shares | $15,472 |
| KODIAK GAS SVCS INC COM | Stock | 50012A108 | — | 292 shares | $15,467 |
| KODIAK GAS SVCS INC COM | Stock | 50012A108 | — | 292 shares | $15,467 |
| DENTSPLY SIRONA INC COM | Stock | 24906P109 | — | 1,745 shares | $15,461 |
| QUAKER HOUGHTON COM | Stock | 747316107 | — | 98 shares | $15,460 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 1,013 shares | $15,458 |
| SUNCOKE ENERGY INC COM | Stock | 86722A103 | — | 1,639 shares | $15,456 |
| CIRCLE INTERNET GROUP INC COM CL A | Stock | 172573107 | — | 188 shares | $15,448 |
| ENCOMPASS HEALTH CORP COM | Stock | 29261A100 | — | 127 shares | $15,429 |
| AIRBNB INC COM CL A | Stock | 009066101 | — | 96 shares | $15,422 |
| DHT HOLDINGS INC SHS NEW | Stock | Y2065G121 | — | 683 shares | $15,415 |
| FIRST SOLAR INC COM | Stock | 336433107 | — | 88 shares | $15,414 |
| COPART INC COM | Stock | 217204106 | — | 565 shares | $15,413 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 1,010 shares | $15,413 |
| ROYALTY PHARMA PLC SHS CLASS A | Stock | G7709Q104 | — | 264 shares | $15,413 |
| BROWN & BROWN INC COM | Stock | 115236101 | — | 253 shares | $15,408 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | — | 152 shares | $15,408 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 19 shares | $15,405 |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | ADR | 82706C108 | — | 55 shares | $15,400 |
| WASTE CONNECTIONS INC COM | Stock | 94106B101 | — | 100 shares | $15,393 |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | ETF | 81369Y100 | — | 316 shares | $15,389 |
| CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | ETF | 14021T102 | — | 428 shares | $15,385 |
| HARMONY GOLD MNG LTD SPONSORED ADR | ADR | 413216300 | — | 867 shares | $15,363 |
| PROSPERITY BANCSHARES INC COM | Stock | 743606105 | — | 232 shares | $15,361 |
| ALPHATEC HLDGS INC COM NEW | Stock | 02081G201 | — | 1,488 shares | $15,356 |
| LANDSTAR SYS INC COM | Stock | 515098101 | — | 91 shares | $15,347 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | 74743L100 | — | 122 shares | $15,340 |
| MONGODB INC CL A | Stock | 60937P106 | — | 44 shares | $15,339 |
| MESA LABS INC COM | Stock | 59064R109 | — | 118 shares | $15,333 |
| RLI CORP COM | Stock | 749607107 | — | 277 shares | $15,321 |
| BAKER HUGHES COMPANY CL A | Stock | 05722G100 | — | 279 shares | $15,317 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 146 shares | $15,315 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 187 shares | $15,309 |
| SCIENCE APPLICATIONS INTL CORP COM | Stock | 808625107 | — | 120 shares | $15,307 |
| UGI CORP NEW COM | Stock | 902681105 | — | 429 shares | $15,302 |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | ETF | 81369Y860 | — | 374 shares | $15,300 |
| TAPESTRY INC COM | Stock | 876030107 | — | 133 shares | $15,300 |
| TETRA TECHNOLOGIES INC DEL COM | Stock | 88162F105 | — | 2,606 shares | $15,297 |
| COPA HOLDINGS SA CL A | Stock | P31076105 | — | 116 shares | $15,295 |
| MURPHY OIL CORP COM | Stock | 626717102 | — | 413 shares | $15,289 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 139 shares | $15,289 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 82 shares | $15,286 |
| COGNEX CORP COM | Stock | 192422103 | — | 252 shares | $15,284 |
| ASSURANT INC COM | Stock | 04621X108 | — | 58 shares | $15,283 |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | ADR | 03938L203 | — | 229 shares | $15,283 |
| JAZZ PHARMACEUTICALS PLC SHS USD | Stock | G50871105 | — | 66 shares | $15,280 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 28176E108 | — | 177 shares | $15,279 |
| RENAISSANCERE HLDGS LTD COM | Stock | G7496G103 | — | 48 shares | $15,275 |
| BEAZER HOMES USA INC COM NEW | Stock | 07556Q881 | — | 458 shares | $15,274 |
| VANECK INTERMEDIATE MUNI ETF | ETF | 92189H201 | — | 347 shares | $15,268 |
| RLI CORP COM | Stock | 749607107 | — | 276 shares | $15,266 |
| HEALTHCARE RLTY TR CL A COM | REIT | 42226K105 | — | 860 shares | $15,256 |
| DOVER CORP COM | Stock | 260003108 | — | 82 shares | $15,254 |
| NVENT ELEC PLC SHS | Stock | G6700G107 | — | 95 shares | $15,235 |
| H2O AMERICA COM | Stock | 784305104 | — | 247 shares | $15,223 |
| BANK OF MONTREAL COM | Stock | 063671101 | — | 91 shares | $15,220 |
| RANGER ENERGY SVCS INC COM CL A | Stock | 75282U104 | — | 1,002 shares | $15,220 |
| AMCOR PLC COM NEW | Stock | G0250X149 | — | 364 shares | $15,219 |
| TYSON FOODS INC CL A | Stock | 902494103 | — | 301 shares | $15,210 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 228 shares | $15,196 |
| NUCOR CORP COM | Stock | 670346105 | — | 65 shares | $15,194 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 646 shares | $15,194 |
| DELTA AIR LINES INC COM NEW | Stock | 247361702 | — | 182 shares | $15,190 |
| EDGEWELL PERSONAL CARE CO COM | Stock | 28035Q102 | — | 563 shares | $15,190 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 72 shares | $15,188 |
| STRYKER CORPORATION COM | Stock | 863667101 | — | 55 shares | $15,187 |