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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) |
|---|---|---|---|---|---|
| VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | ADR | 92837L109 | — | 168 shares | $10,979 |
| MACYS INC COM | Stock | 55616P104 | — | 482 shares | $10,975 |
| FRONTDOOR INC COM | Stock | 35905A109 | — | 150 shares | $10,968 |
| AFFILIATED MANAGERS GROUP COM | Stock | 008252108 | — | 30 shares | $10,968 |
| AFFILIATED MANAGERS GROUP COM | Stock | 008252108 | — | 30 shares | $10,968 |
| ICAHN ENTERPRISES LP DEPOSITARY UNIT | Stock | 451100101 | — | 1,623 shares | $10,955 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 | — | 68 shares | $10,955 |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | Stock | 741623102 | — | 575 shares | $10,954 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 18 shares | $10,952 |
| BRUKER CORP COM | Stock | 116794108 | — | 169 shares | $10,943 |
| HANMI FINL CORP COM NEW | Stock | 410495204 | — | 354 shares | $10,939 |
| ALLIENT INC COM | Stock | 019330109 | — | 98 shares | $10,937 |
| EXPEDITORS INTL WASH INC COM | Stock | 302130109 | — | 59 shares | $10,925 |
| FIRST BUSEY CORP COM NEW | Stock | 319383204 | — | 375 shares | $10,924 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 879360105 | — | 18 shares | $10,923 |
| CHESAPEAKE UTILS CORP COM | Stock | 165303108 | — | 85 shares | $10,919 |
| STANTEC INC COM | Stock | 85472N109 | — | 162 shares | $10,912 |
| PDD HOLDINGS INC SPONSORED ADS | ADR | 722304102 | — | 140 shares | $10,912 |
| EQUITY LIFESTYLE PROPERTIES COM | REIT | 29472R108 | — | 187 shares | $10,908 |
| CARLYLE GROUP INC COM | Stock | 14316J108 | — | 275 shares | $10,907 |
| AFLAC INC COM | Stock | 001055102 | — | 98 shares | $10,906 |
| FLOOR & DECOR HLDGS INC CL A | Stock | 339750101 | — | 238 shares | $10,903 |
| MARCUS & MILLICHAP INC COM | Stock | 566324109 | — | 383 shares | $10,896 |
| PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | ETF | 72201R304 | — | 242 shares | $10,896 |
| AVNET INC COM | Stock | 053807103 | — | 109 shares | $10,895 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 463 shares | $10,894 |
| EOG RES INC COM | Stock | 26875P101 | — | 79 shares | $10,883 |
| EOG RES INC COM | Stock | 26875P101 | — | 79 shares | $10,883 |
| POPULAR INC COM NEW | Stock | 733174700 | — | 70 shares | $10,882 |
| ARAMARK COM | Stock | 03852U106 | — | 203 shares | $10,871 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 101 shares | $10,871 |
| ADAPTHEALTH CORP COMMON STOCK | Stock | 00653Q102 | — | 1,927 shares | $10,868 |
| AUTODESK INC COM | Stock | 052769106 | — | 52 shares | $10,868 |
| ASHLAND INC COM | Stock | 044186104 | — | 160 shares | $10,867 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 471 shares | $10,866 |
| WENDYS CO COM | Stock | 95058W100 | — | 1,703 shares | $10,865 |
| CHORD ENERGY CORPORATION COM NEW | Stock | 674215207 | — | 81 shares | $10,860 |
| EASTGROUP PPTYS INC COM | REIT | 277276101 | — | 55 shares | $10,860 |
| RAYONIER INC COM | REIT | 754907103 | — | 591 shares | $10,859 |
| IDACORP INC COM | Stock | 451107106 | — | 83 shares | $10,851 |
| DELTA AIR LINES INC COM NEW | Stock | 247361702 | — | 130 shares | $10,850 |
| VAREX IMAGING CORP COM | Stock | 92214X106 | — | 588 shares | $10,849 |
| EQUITY LIFESTYLE PROPERTIES COM | REIT | 29472R108 | — | 186 shares | $10,849 |
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 89 shares | $10,843 |
| KIMCO REALTY CORP COM | REIT | 49446R109 | — | 488 shares | $10,838 |
| GRAN TIERRA ENERGY INC COM | Stock | 38500T200 | — | 1,099 shares | $10,836 |
| NEW JERSEY RES CORP COM | Stock | 646025106 | — | 214 shares | $10,828 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | Stock | 65336K103 | — | 67 shares | $10,825 |
| TWILIO INC CL A | Stock | 90138F102 | — | 37 shares | $10,821 |
| FIRST HORIZON CORPORATION COM | Stock | 320517105 | — | 470 shares | $10,819 |
| CNA FINL CORP COM | Stock | 126117100 | — | 241 shares | $10,816 |
| BALL CORP COM | Stock | 058498106 | — | 193 shares | $10,814 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 16 shares | $10,801 |
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 047726104 | — | 186 shares | $10,794 |
| CELLDEX THERAPEUTICS INC NEW COM NEW | Stock | 15117B202 | — | 333 shares | $10,793 |
| LANDSTAR SYS INC COM | Stock | 515098101 | — | 64 shares | $10,793 |
| CAREDX INC COM | Stock | 14167L103 | — | 166 shares | $10,790 |
| AMER STATES WTR CO COM | Stock | 029899101 | — | 131 shares | $10,785 |
| HEALTHPEAK PROPERTIES INC COM | REIT | 42250P103 | — | 540 shares | $10,784 |
| BAXTER INTL INC COM | Stock | 071813109 | — | 449 shares | $10,776 |
| MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | — | 232 shares | $10,765 |
| INTERDIGITAL INC COM | Stock | 45867G101 | — | 33 shares | $10,760 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 | — | 33 shares | $10,752 |
| LANTHEUS HLDGS INC COM | Stock | 516544103 | — | 108 shares | $10,749 |
| MERITAGE HOMES CORP COM | Stock | 59001A102 | — | 171 shares | $10,747 |
| COOPER COS INC COM | Stock | 216648501 | — | 190 shares | $10,741 |
| EXPRO LTD ORD SHS | Stock | G3314M109 | — | 681 shares | $10,739 |
| MOOG INC CL A | Stock | 615394202 | — | 28 shares | $10,739 |
| RIGETTI COMPUTING INC COMMON STOCK | Stock | 76655K103 | — | 682 shares | $10,735 |
| BLOCK INC CL A | Stock | 852234103 | — | 146 shares | $10,735 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 72 shares | $10,732 |
| INTEGRA LIFESCIENCES HLDGS CP COM NEW | Stock | 457985208 | — | 659 shares | $10,729 |
| BARCLAYS PLC ADR | ADR | 06738E204 | — | 442 shares | $10,727 |
| NEW JERSEY RES CORP COM | Stock | 646025106 | — | 212 shares | $10,727 |
| H2O AMERICA COM | Stock | 784305104 | — | 174 shares | $10,724 |
| PRICE T ROWE GROUP INC COM | Stock | 74144T108 | — | 103 shares | $10,717 |
| STRATEGY INC CL A NEW | Stock | 594972408 | — | 70 shares | $10,716 |
| ECOLAB INC COM | Stock | 278865100 | — | 39 shares | $10,709 |
| SMUCKER J M CO COM NEW | Stock | 832696405 | — | 90 shares | $10,702 |
| HONEST CO INC COM | Stock | 438333106 | — | 2,086 shares | $10,701 |
| POWELL INDS INC COM | Stock | 739128106 | — | 58 shares | $10,699 |
| OVINTIV INC COM | Stock | 69047Q102 | — | 185 shares | $10,697 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 186 shares | $10,684 |
| OLD REP INTL CORP COM | Stock | 680223104 | — | 286 shares | $10,671 |
| NATIONAL FUEL GAS CO COM | Stock | 636180101 | — | 141 shares | $10,668 |
| ENSIGN GROUP INC COM | Stock | 29358P101 | — | 62 shares | $10,664 |
| CBRE GROUP INC CL A | Stock | 12504L109 | — | 83 shares | $10,663 |
| PROCORE TECHNOLOGIES INC COM | Stock | 74275K108 | — | 206 shares | $10,654 |
| ASTRONICS CORP COM | Stock | 046433108 | — | 158 shares | $10,652 |
| DUPONT DE NEMOURS INC COMMON STOCK | Stock | 26614N201 | — | 82 shares | $10,651 |
| HARMONY GOLD MNG LTD SPONSORED ADR | ADR | 413216300 | — | 601 shares | $10,650 |
| HIGHWOODS PPTYS INC COM | REIT | 431284108 | — | 367 shares | $10,650 |
| ISHARES RUSSELL TOP 200 ETF | ETF | 464289446 | — | 56 shares | $10,649 |
| GENERAL MILLS INC COM | Stock | 370334104 | — | 331 shares | $10,645 |
| CACTUS INC CL A | Stock | 127203107 | — | 171 shares | $10,640 |
| LIBERTY LATIN AMERICA LTD COM CL A | Stock | G9001E102 | — | 1,284 shares | $10,632 |
| SAILPOINT INC COM | Stock | 78781J109 | — | 522 shares | $10,628 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 32 shares | $10,619 |
| CABOT CORP COM | Stock | 127055101 | — | 138 shares | $10,614 |
| LENNAR CORP CL A | Stock | 526057104 | — | 130 shares | $10,607 |