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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) |
|---|---|---|---|---|---|
| TOWER SEMICONDUCTOR LTD SHS NEW | Stock | M87915274 | — | 36 shares | $8,187 |
| NUVEEN MORTGAGE AND INCOME FD COM | CEF | 670735109 | — | 500 shares | $8,185 |
| MAGNITE INC COM | Stock | 55955D100 | — | 324 shares | $8,184 |
| WESTERN DIGITAL CORP COM | Stock | 958102105 | — | 18 shares | $8,182 |
| AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 025072604 | — | 87 shares | $8,180 |
| BORGWARNER INC COM | Stock | 099724106 | — | 136 shares | $8,175 |
| TOAST INC CL A | Stock | 888787108 | — | 282 shares | $8,175 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | 74743L100 | — | 65 shares | $8,173 |
| NNN REIT INC COM | REIT | 637417106 | — | 199 shares | $8,172 |
| OLD DOMINION FREIGHT LINE INC COM | Stock | 679580100 | — | 47 shares | $8,170 |
| GRAB HOLDINGS LIMITED CLASS A ORD | Stock | G4124C109 | — | 2,626 shares | $8,167 |
| HENRY JACK & ASSOC INC COM | Stock | 426281101 | — | 57 shares | $8,165 |
| WABASH NATL CORP COM | Stock | 929566107 | — | 662 shares | $8,162 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 | — | 17 shares | $8,157 |
| STRATEGIC ED INC COM | Stock | 86272C103 | — | 105 shares | $8,155 |
| SNOWFLAKE INC COM SHS | Stock | 833445109 | — | 24 shares | $8,149 |
| FOX CORP CL A COM | Stock | 35137L105 | — | 130 shares | $8,145 |
| NEWMARKET CORP COM | Stock | 651587107 | — | 9 shares | $8,132 |
| VORNADO RLTY TR SH BEN INT | REIT | 929042109 | — | 240 shares | $8,131 |
| COGNEX CORP COM | Stock | 192422103 | — | 134 shares | $8,127 |
| ICICI BK LTD ADR | ADR | 45104G104 | — | 295 shares | $8,127 |
| PACKAGING CORP AMER COM | Stock | 695156109 | — | 35 shares | $8,127 |
| FRESHWORKS INC CLASS A COM | Stock | 358054104 | — | 635 shares | $8,122 |
| UDR INC COM | REIT | 902653104 | — | 242 shares | $8,119 |
| GIBRALTAR INDS INC COM | Stock | 374689107 | — | 205 shares | $8,118 |
| NISOURCE INC COM | Stock | 65473P105 | — | 208 shares | $8,112 |
| LOWES COS INC COM | Stock | 548661107 | — | 44 shares | $8,109 |
| ONE GAS INC COM | Stock | 68235P108 | — | 113 shares | $8,106 |
| WEATHERFORD INTL PLC ORD SHS | Stock | G48833118 | — | 103 shares | $8,104 |
| VULCAN MATLS CO COM | Stock | 929160109 | — | 33 shares | $8,103 |
| RESTAURANT BRANDS INTL INC COM | Stock | 76131D103 | — | 114 shares | $8,103 |
| NU HLDGS LTD ORD SHS CL A | Stock | G6683N103 | — | 640 shares | $8,102 |
| AXIS CAP HLDGS LTD SHS | Stock | G0692U109 | — | 86 shares | $8,101 |
| CONSENSUS CLOUD SOLUTIONS INC COM | Stock | 20848V105 | — | 232 shares | $8,097 |
| AVNET INC COM | Stock | 053807103 | — | 81 shares | $8,096 |
| EASTGROUP PPTYS INC COM | REIT | 277276101 | — | 41 shares | $8,095 |
| LANDSTAR SYS INC COM | Stock | 515098101 | — | 48 shares | $8,095 |
| PENNYMAC MTG INVT TR COM | REIT | 70931T103 | — | 1,027 shares | $8,093 |
| CIENA CORP COM NEW | Stock | 171779309 | — | 23 shares | $8,092 |
| LAS VEGAS SANDS CORP COM | Stock | 517834107 | — | 214 shares | $8,091 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 77 shares | $8,089 |
| FISERV INC COM | Stock | 337738108 | — | 179 shares | $8,087 |
| B2GOLD CORP COM | Stock | 11777Q209 | — | 1,549 shares | $8,086 |
| BANK NOVA SCOTIA B C COM | Stock | 064149107 | — | 89 shares | $8,085 |
| Utilities Select Sector SPDR ETF | ETF | 81369Y886 | — | 205 shares | $8,085 |
| ABERCROMBIE & FITCH CO CL A | Stock | 002896207 | — | 60 shares | $8,081 |
| COREBRIDGE FINL INC COM | Stock | 21871X109 | — | 244 shares | $8,081 |
| RANGER ENERGY SVCS INC COM CL A | Stock | 75282U104 | — | 532 shares | $8,081 |
| ACADEMY SPORTS & OUTDOORS INC COM | Stock | 00402L107 | — | 168 shares | $8,079 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | ETF | 45783Y251 | — | 267 shares | $8,073 |
| PERMIAN RESOURCES CORP CLASS A COM | Stock | 71424F105 | — | 382 shares | $8,068 |
| DELEK US HLDGS INC NEW COM | Stock | 24665A103 | — | 113 shares | $8,065 |
| DIMENSIONAL US LARGE CAP VALUE ETF | ETF | 25434V666 | — | 201 shares | $8,065 |
| EMERSON ELEC CO COM | Stock | 291011104 | — | 52 shares | $8,065 |
| CF INDUSTRIES HOLD COM | Stock | 125269100 | — | 70 shares | $8,064 |
| LINDSAY CORP COM | Stock | 535555106 | — | 72 shares | $8,060 |
| RAYMOND JAMES FINL INC COM | Stock | 754730109 | — | 51 shares | $8,059 |
| VIPSHOP HLDGS LTD SPONSORED ADS A | ADR | 92763W103 | — | 644 shares | $8,056 |
| WASHINGTON TR BANCORP INC COM | Stock | 940610108 | — | 212 shares | $8,054 |
| BEONE MEDICINES LTD SPONSORED ADS | ADR | 07725L102 | — | 22 shares | $8,051 |
| MODINE MFG CO COM | Stock | 607828100 | — | 43 shares | $8,050 |
| TEREX CORP NEW COM | Stock | 880779103 | — | 153 shares | $8,048 |
| SKYWEST INC COM | Stock | 830879102 | — | 83 shares | $8,044 |
| DOVER CORP COM | Stock | 260003108 | — | 43 shares | $8,043 |
| VANDA PHARMACEUTICALS INC COM | Stock | 921659108 | — | 1,637 shares | $8,038 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 94 shares | $8,035 |
| COCA-COLA EUROPACIFIC PARTNERS SHS | Stock | G25839104 | — | 79 shares | $8,035 |
| GUARDANT HEALTH INC COM | Stock | 40131M109 | — | 45 shares | $8,026 |
| VIKING THERAPEUTICS INC COM | Stock | 92686J106 | — | 246 shares | $8,020 |
| AMKOR TECHNOLOGY INC COM | Stock | 031652100 | — | 153 shares | $8,014 |
| FULLER H B CO COM | Stock | 359694106 | — | 162 shares | $8,014 |
| SFL CORPORATION LTD SHS | Stock | G7738W106 | — | 609 shares | $8,014 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 | — | 54 shares | $8,008 |
| REVOLUTION MEDICINES INC COM | Stock | 76155X100 | — | 39 shares | $8,005 |
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 60 shares | $8,003 |
| COEUR MNG INC COM NEW | Stock | 192108504 | — | 454 shares | $7,990 |
| ROBINHOOD MKTS INC COM CL A | Stock | 770700102 | — | 71 shares | $7,988 |
| GUIDEWIRE SOFTWARE INC COM | Stock | 40171V100 | — | 56 shares | $7,984 |
| LXP INDUSTRIAL TRUST COM | REIT | 529043408 | — | 131 shares | $7,981 |
| KRYSTAL BIOTECH INC COM | Stock | 501147102 | — | 24 shares | $7,981 |
| SPX TECHNOLOGIES INC COM | Stock | 78473E103 | — | 47 shares | $7,969 |
| COHEN & STEERS INC COM | Stock | 19247A100 | — | 109 shares | $7,969 |
| UNIVERSAL HEALTH RLTY INCOME SH BEN INT | REIT | 91359E105 | — | 213 shares | $7,964 |
| NOVANTA INC COM | Stock | 67000B104 | — | 56 shares | $7,963 |
| NOVANTA INC COM | Stock | 67000B104 | — | 56 shares | $7,963 |
| BRIDGEBIO PHARMA INC COM | Stock | 10806X102 | — | 121 shares | $7,962 |
| HARMONIC INC COM | Stock | 413160102 | — | 754 shares | $7,962 |
| ROGERS CORP COM | Stock | 775133101 | — | 52 shares | $7,955 |
| HARTFORD INSURANCE GROUP INC COM | Stock | 416515104 | — | 65 shares | $7,953 |
| CLEARWATER PAPER CORP COM | Stock | 18538R103 | — | 415 shares | $7,951 |
| GLOBE LIFE INC COM | Stock | 37959E102 | — | 48 shares | $7,951 |
| PARSONS CORP DEL COM | Stock | 70202L102 | — | 194 shares | $7,948 |
| OKTA INC CL A | Stock | 679295105 | — | 38 shares | $7,946 |
| WORLD KINECT CORPORATION COM | Stock | 981475106 | — | 226 shares | $7,946 |
| PORTLAND GEN ELEC CO COM NEW | Stock | 736508847 | — | 178 shares | $7,944 |
| ITRON INC COM | Stock | 465741106 | — | 92 shares | $7,943 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 | — | 42 shares | $7,942 |
| ILLUMINA INC COM | Stock | 452327109 | — | 29 shares | $7,937 |
| SEI INVTS CO COM | Stock | 784117103 | — | 77 shares | $7,936 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | ADR | 03524A108 | — | 108 shares | $7,935 |