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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) |
|---|---|---|---|---|---|
| VIATRIS INC COM | Stock | 92556V106 | — | 332 shares | $5,888 |
| NU HLDGS LTD ORD SHS CL A | Stock | G6683N103 | — | 465 shares | $5,887 |
| ARDAGH METAL PACKAGING S A SHS | Stock | L02235106 | — | 1,356 shares | $5,885 |
| ONEOK INC COM | Stock | 30609A109 | — | 69 shares | $5,884 |
| PAYPAL HLDGS INC COM | Stock | 70450Y103 | — | 112 shares | $5,883 |
| MARTEN TRANS LTD COM | Stock | 573075108 | — | 455 shares | $5,879 |
| VODAFONE GROUP PLC SPONSORED ADR | ADR | 92857W308 | — | 364 shares | $5,879 |
| HUNTINGTON INGALLS INDS INC COM | Stock | 446413106 | — | 22 shares | $5,876 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 16 shares | $5,873 |
| BIOGEN INC COM | Stock | 09062X103 | — | 26 shares | $5,873 |
| SUN CMNTYS INC COM | REIT | 866674104 | — | 53 shares | $5,871 |
| EASTERLY GOVT PPTYS INC COM SHS | REIT | 27616P301 | — | 253 shares | $5,870 |
| INTERDIGITAL INC COM | Stock | 45867G101 | — | 18 shares | $5,869 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 32 shares | $5,868 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 32 shares | $5,868 |
| GRIFFON CORP COM | Stock | 398433102 | — | 63 shares | $5,862 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 | — | 31 shares | $5,862 |
| INOGEN INC COM | Stock | 45780L104 | — | 1,112 shares | $5,860 |
| DYNEX CAP INC COM | REIT | 26817Q886 | — | 526 shares | $5,860 |
| CARGURUS INC COM CL A | Stock | 141788109 | — | 188 shares | $5,858 |
| OKTA INC CL A | Stock | 679295105 | — | 28 shares | $5,855 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 18 shares | $5,855 |
| LABCORP HOLDINGS INC COM SHS | Stock | 504922105 | — | 19 shares | $5,854 |
| UNIVERSAL CORP VA MTNS BK ENT COM | Stock | 913456109 | — | 140 shares | $5,851 |
| FIRSTENERGY CORP COM | Stock | 337932107 | — | 135 shares | $5,850 |
| SPROTT INC COM NEW | Stock | 852066208 | — | 49 shares | $5,850 |
| ONTO INNOVATION INC COM | Stock | 683344105 | — | 19 shares | $5,849 |
| NOVAVAX INC COM NEW | Stock | 670002401 | — | 541 shares | $5,848 |
| STONECO LTD COM CL A | Stock | G85158106 | — | 626 shares | $5,847 |
| BRADY CORP CL A | Stock | 104674106 | — | 70 shares | $5,844 |
| EVEREST GROUP LTD COM | Stock | G3223R108 | — | 16 shares | $5,843 |
| SAP SE SPON ADR | ADR | 803054204 | — | 28 shares | $5,837 |
| AUTODESK INC COM | Stock | 052769106 | — | 28 shares | $5,837 |
| EBAY INC. COM | Stock | 278642103 | — | 55 shares | $5,834 |
| LAZARD INC COM | Stock | 52110M109 | — | 161 shares | $5,833 |
| FIRST AMERN FINL CORP COM | Stock | 31847R102 | — | 96 shares | $5,831 |
| CORPAY INC COM SHS | Stock | 219948106 | — | 15 shares | $5,829 |
| TENCENT MUSIC ENTMT GROUP SPON ADS | ADR | 88034P109 | — | 735 shares | $5,829 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 6 shares | $5,828 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 6 shares | $5,828 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | 539439109 | — | 1,035 shares | $5,827 |
| POOL CORP COM | Stock | 73278L105 | — | 36 shares | $5,827 |
| ZIONS BANCORPORATION NATL ASSN COM | Stock | 989701107 | — | 93 shares | $5,826 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 60687Y109 | — | 527 shares | $5,823 |
| HORMEL FOODS CORP COM | Stock | 440452100 | — | 292 shares | $5,822 |
| BAIDU INC SPON ADR REP A | ADR | 056752108 | — | 67 shares | $5,820 |
| BIOMARIN PHARMACEUTICAL INC COM | Stock | 09061G101 | — | 97 shares | $5,820 |
| RUSH ENTERPRISES INC CL A | Stock | 781846209 | — | 127 shares | $5,818 |
| APTARGROUP INC COM | Stock | 038336103 | — | 48 shares | $5,816 |
| FIVE9 INC COM | Stock | 338307101 | — | 171 shares | $5,816 |
| WYNDHAM HOTELS & RESORTS INC COM | Stock | 98311A105 | — | 81 shares | $5,815 |
| HOULIHAN LOKEY INC CL A | Stock | 441593100 | — | 46 shares | $5,812 |
| MACYS INC COM | Stock | 55616P104 | — | 255 shares | $5,806 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | Stock | V5633W109 | — | 123 shares | $5,806 |
| FIRSTENERGY CORP COM | Stock | 337932107 | — | 134 shares | $5,806 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 144 shares | $5,804 |
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 047726104 | — | 100 shares | $5,803 |
| RILEY EXPLORATION PERMIAN INC COM | Stock | 76665T102 | — | 145 shares | $5,801 |
| PLAYTIKA HLDG CORP COM | Stock | 72815L107 | — | 2,708 shares | $5,795 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 26 shares | $5,788 |
| RAYONIER ADVANCED MATLS INC COM | Stock | 75508B104 | — | 726 shares | $5,786 |
| ARDMORE SHIPPING CORP COM | Stock | Y0207T100 | — | 310 shares | $5,785 |
| FTI CONSULTING INC COM | Stock | 302941109 | — | 43 shares | $5,784 |
| CELESTICA INC COM | Stock | 15101Q207 | — | 16 shares | $5,783 |
| EXELIXIS INC COM | Stock | 30161Q104 | — | 99 shares | $5,783 |
| SUMMIT THERAPEUTICS INC COM | Stock | 86627T108 | — | 342 shares | $5,783 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 103 shares | $5,781 |
| ANTERO RESOURCES CORP COM | Stock | 03674X106 | — | 173 shares | $5,776 |
| SNOWFLAKE INC COM SHS | Stock | 833445109 | — | 17 shares | $5,773 |
| SNOWFLAKE INC COM SHS | Stock | 833445109 | — | 17 shares | $5,773 |
| REYNOLDS CONSUMER PRODS INC COM | Stock | 76171L106 | — | 267 shares | $5,773 |
| DAVITA INC COM | Stock | 23918K108 | — | 33 shares | $5,772 |
| BOEING CO COM | Stock | 097023105 | — | 31 shares | $5,768 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 131 shares | $5,763 |
| OPEN TEXT CORP COM | Stock | 683715106 | — | 257 shares | $5,762 |
| ONEMAIN HLDGS INC COM | Stock | 68268W103 | — | 104 shares | $5,761 |
| GRAND CANYON ED INC COM | Stock | 38526M106 | — | 38 shares | $5,760 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 | — | 101 shares | $5,758 |
| GRUPO CIBEST SA SPON ADS | ADR | 40090E106 | — | 62 shares | $5,757 |
| INDEPENDENCE RLTY TR INC COM | REIT | 45378A106 | — | 396 shares | $5,754 |
| OCCIDENTAL PETE CORP COM | Stock | 674599105 | — | 104 shares | $5,753 |
| LAS VEGAS SANDS CORP COM | Stock | 517834107 | — | 152 shares | $5,747 |
| WILLIAMS COS INC COM | Stock | 969457100 | — | 85 shares | $5,744 |
| QUIDELORTHO CORP COM | Stock | 219798105 | — | 545 shares | $5,744 |
| CHAMPION HOMES INC COM | Stock | 830830105 | — | 67 shares | $5,742 |
| BERKLEY W R CORP COM | Stock | 084423102 | — | 85 shares | $5,741 |
| PEDIATRIX MEDICAL GROUP INC COM | Stock | 58502B106 | — | 223 shares | $5,738 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 36 shares | $5,737 |
| RACKSPACE TECHNOLOGY INC COM | Stock | 750102105 | — | 1,540 shares | $5,737 |
| BAIDU INC SPON ADR REP A | ADR | 056752108 | — | 66 shares | $5,733 |
| MERCURY GENL CORP NEW COM | Stock | 589400100 | — | 58 shares | $5,733 |
| ANGLOGOLD ASHANTI PLC COM SHS | Stock | G0378L100 | — | 61 shares | $5,731 |
| Consumer Staples Select Sector SPDR ETF | ETF | 81369Y308 | — | 71 shares | $5,723 |
| GLOBALSTAR INC COM NEW | Stock | 378973507 | — | 69 shares | $5,719 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 26 shares | $5,718 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 039483102 | — | 72 shares | $5,715 |
| TENNANT CO COM | Stock | 880345103 | — | 85 shares | $5,714 |
| AMKOR TECHNOLOGY INC COM | Stock | 031652100 | — | 109 shares | $5,710 |
| IAMGOLD CORP COM | Stock | 450913108 | — | 310 shares | $5,707 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 180 shares | $5,706 |