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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) |
|---|---|---|---|---|---|
| STATE STR CORP COM | Stock | 857477103 | — | 65 shares | $11,348 |
| GRAHAM HLDGS CO COM CL B | Stock | 384637104 | — | 10 shares | $11,347 |
| CAMDEN NATL CORP COM | Stock | 133034108 | — | 205 shares | $11,346 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 105 shares | $11,339 |
| G III APPAREL GROUP LTD COM | Stock | 36237H101 | — | 418 shares | $11,336 |
| AFFILIATED MANAGERS GROUP COM | Stock | 008252108 | — | 31 shares | $11,334 |
| UNITI GROUP LLC COM SHS | REIT | 912932100 | — | 1,352 shares | $11,330 |
| CONNECTONE BANCORP INC COM | Stock | 20786W107 | — | 377 shares | $11,329 |
| DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | ETF | 25434V856 | — | 290 shares | $11,327 |
| DIODES INC COM | Stock | 254543101 | — | 117 shares | $11,324 |
| KBR INC COM | Stock | 48242W106 | — | 322 shares | $11,322 |
| AUTOZONE INC COM | Stock | 053332102 | — | 4 shares | $11,320 |
| GRAYSCALE ETHEREUM STAKING MINI ETF | ETF | 38964R203 | — | 444 shares | $11,319 |
| M & T BK CORP COM | Stock | 55261F104 | — | 52 shares | $11,315 |
| REMITLY GLOBAL INC COM | Stock | 75960P104 | — | 530 shares | $11,310 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 38059T106 | — | 313 shares | $11,306 |
| T-MOBILE US INC COM | Stock | 872590104 | — | 69 shares | $11,304 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 51 shares | $11,302 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 58 shares | $11,298 |
| ESSENT GROUP LTD COM | Stock | G3198U102 | — | 195 shares | $11,292 |
| INCYTE CORP COM | Stock | 45337C102 | — | 93 shares | $11,286 |
| NORDSON CORP COM | Stock | 655663102 | — | 34 shares | $11,274 |
| ROSS STORES INC COM | Stock | 778296103 | — | 48 shares | $11,272 |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | Stock | 113004105 | — | 253 shares | $11,270 |
| ROKU INC COM CL A | Stock | 77543R102 | — | 74 shares | $11,269 |
| VANECK ISRAEL ETF | ETF | 92189F635 | — | 169 shares | $11,268 |
| LUCID GROUP INC COM NEW | Stock | 549498202 | — | 2,768 shares | $11,266 |
| NUVEEN ESG LARGE-CAP GROWTH ETF | ETF | 67092P201 | — | 99 shares | $11,255 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 94 shares | $11,241 |
| SAVERS VALUE VLG INC COM | Stock | 80517M109 | — | 1,220 shares | $11,236 |
| DIGITAL RLTY TR INC COM | REIT | 253868103 | — | 64 shares | $11,234 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 222 shares | $11,229 |
| GATX CORP COM | Stock | 361448103 | — | 66 shares | $11,221 |
| RED VIOLET INC COM | Stock | 75704L104 | — | 142 shares | $11,219 |
| GILDAN ACTIVEWEAR INC COM | Stock | 375916103 | — | 263 shares | $11,212 |
| SATELLOGIC INC COM CL A | Stock | 80401C100 | — | 2,027 shares | $11,209 |
| RIO TINTO PLC SPONSORED ADR | ADR | 767204100 | — | 119 shares | $11,206 |
| KE HLDGS INC SPONSORED ADS | ADR | 482497104 | — | 665 shares | $11,205 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 22 shares | $11,204 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 035710839 | — | 593 shares | $11,202 |
| TRONOX HOLDINGS PLC SHS | Stock | G9087Q102 | — | 2,836 shares | $11,202 |
| TOTALENERGIES SE ACT | Stock | F92124100 | — | 131 shares | $11,201 |
| GLOBAL NET LEASE INC COM NEW | REIT | 379378201 | — | 1,356 shares | $11,201 |
| DOXIMITY INC CL A | Stock | 26622P107 | — | 395 shares | $11,194 |
| SAFETY INS GROUP INC COM | Stock | 78648T100 | — | 108 shares | $11,187 |
| HORIZON BANCORP IND COM | Stock | 440407104 | — | 594 shares | $11,185 |
| SPIRE INC COM | Stock | 84857L101 | — | 147 shares | $11,185 |
| MAMAS CREATIONS INC COM | Stock | 56146T103 | — | 867 shares | $11,176 |
| CUSHMAN AND WAKEFIELD LTD COMMON SHARES | Stock | G2717C106 | — | 946 shares | $11,172 |
| PRIMERICA INC COM | Stock | 74164M108 | — | 41 shares | $11,168 |
| UNIVERSAL HLTH SVCS INC CL B | Stock | 913903100 | — | 64 shares | $11,162 |
| WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | ETF | 97717W802 | — | 200 shares | $11,162 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 72 shares | $11,158 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 102 shares | $11,157 |
| RELAY THERAPEUTICS INC COM | Stock | 75943R102 | — | 618 shares | $11,155 |
| CANNAE HLDGS INC COM | Stock | 13765N107 | — | 727 shares | $11,152 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 160 shares | $11,149 |
| CULLEN FROST BANKERS INC COM | Stock | 229899109 | — | 73 shares | $11,145 |
| GREIF INC CL A | Stock | 397624107 | — | 140 shares | $11,143 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 | — | 157 shares | $11,142 |
| NETAPP INC COM | Stock | 64110D104 | — | 53 shares | $11,134 |
| ASSURANT INC COM | Stock | 04621X108 | — | 42 shares | $11,132 |
| ORIGIN BANCORP INC COM | Stock | 68621T102 | — | 213 shares | $11,129 |
| TARGET CORP COM | Stock | 87612E106 | — | 71 shares | $11,125 |
| ARTISAN PARTNERS ASSET MGMT I CL A | Stock | 04316A108 | — | 308 shares | $11,125 |
| PAMPA ENERGIA SA SPONS ADR LVL I | ADR | 697660207 | — | 143 shares | $11,121 |
| SOUTH BOW CORP COM | Stock | 83671M105 | — | 336 shares | $11,117 |
| VALMONT INDS INC COM | Stock | 920253101 | — | 24 shares | $11,112 |
| BRINKS CO COM | Stock | 109696104 | — | 110 shares | $11,109 |
| WIPRO LTD SPON ADR 1 SH | ADR | 97651M109 | — | 6,733 shares | $11,109 |
| FEDERATED HERMES INC CL B | Stock | 314211103 | — | 197 shares | $11,105 |
| M & T BK CORP COM | Stock | 55261F104 | — | 51 shares | $11,098 |
| TIC SOLUTIONS INC COM | Stock | 00510N102 | — | 1,333 shares | $11,091 |
| FOX CORP CL B COM | Stock | 35137L204 | — | 197 shares | $11,091 |
| RECURSION PHARMACEUTICALS INC CL A | Stock | 75629V104 | — | 2,685 shares | $11,091 |
| RIOT PLATFORMS INC COM | Stock | 767292105 | — | 550 shares | $11,083 |
| ONTO INNOVATION INC COM | Stock | 683344105 | — | 36 shares | $11,082 |
| KB FINL GROUP INC SPONSORED ADR | ADR | 48241A105 | — | 90 shares | $11,079 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 | — | 34 shares | $11,078 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 43 shares | $11,073 |
| EQT CORP COM | Stock | 26884L109 | — | 228 shares | $11,072 |
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 83 shares | $11,071 |
| ONE GAS INC COM | Stock | 68235P108 | — | 154 shares | $11,068 |
| CORCEPT THERAPEUTICS INC COM | Stock | 218352102 | — | 96 shares | $11,062 |
| BARRICK MNG CORP COM SHS | Stock | 06849F108 | — | 272 shares | $11,062 |
| VIVMARK RESIDENTIAL SH BEN INT | REIT | 29476L107 | — | 182 shares | $11,058 |
| SAMSARA INC COM CL A | Stock | 79589L106 | — | 290 shares | $11,058 |
| ENPHASE ENERGY INC COM | Stock | 29355A107 | — | 335 shares | $11,052 |
| KKR & CO INC COM | Stock | 48251W104 | — | 121 shares | $11,047 |
| EXELIXIS INC COM | Stock | 30161Q104 | — | 189 shares | $11,039 |
| ENPRO INC COM | Stock | 29355X107 | — | 36 shares | $11,025 |
| OR ROYALTIES INC. COM SHS | Stock | 68390D106 | — | 321 shares | $11,023 |
| WALMART INC COM | Stock | 931142103 | — | 106 shares | $11,016 |
| OCEANAGOLD CORP COM NEW | Stock | 675222400 | — | 400 shares | $11,012 |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 11271J107 | — | 302 shares | $11,011 |
| SLB LIMITED COM STK | Stock | 806857108 | — | 226 shares | $11,011 |
| WILLDAN GROUP INC COM | Stock | 96924N100 | — | 149 shares | $11,008 |
| TRANSDIGM GROUP INC COM | Stock | 893641100 | — | 10 shares | $11,007 |
| FIRST BANCORP N C COM | Stock | 318910106 | — | 180 shares | $11,000 |
| AMDOCS LTD SHS | Stock | G02602103 | — | 192 shares | $10,979 |