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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) |
|---|---|---|---|---|---|
| NWPX INFRASTRUCTURE INC COM | Stock | 667746101 | — | 22 shares | $2,267 |
| BIO RAD LABS INC CL A | Stock | 090572207 | — | 6 shares | $2,266 |
| SSR MINING IN COM | Stock | 784730103 | — | 68 shares | $2,266 |
| TRUPANION INC COM | Stock | 898202106 | — | 97 shares | $2,266 |
| OIL DRI CORP AMER COM | Stock | 677864100 | — | 25 shares | $2,265 |
| VERALTO CORP COM SHS | Stock | 92338C103 | — | 24 shares | $2,264 |
| EMCOR GROUP INC COM | Stock | 29084Q100 | — | 3 shares | $2,263 |
| EMCOR GROUP INC COM | Stock | 29084Q100 | — | 3 shares | $2,263 |
| WORTHINGTON ENTERPRISES INC COM | Stock | 981811102 | — | 38 shares | $2,263 |
| KESTRA MED TECHNOLOGIES LTD SHS | Stock | G52441105 | — | 80 shares | $2,263 |
| MERITAGE HOMES CORP COM | Stock | 59001A102 | — | 36 shares | $2,263 |
| NISOURCE INC COM | Stock | 65473P105 | — | 58 shares | $2,262 |
| SAILPOINT INC COM | Stock | 78781J109 | — | 111 shares | $2,260 |
| RIO TINTO PLC SPONSORED ADR | ADR | 767204100 | — | 24 shares | $2,260 |
| FASTLY INC CL A | Stock | 31188V100 | — | 88 shares | $2,259 |
| ROLLINS INC COM | Stock | 775711104 | — | 75 shares | $2,259 |
| TERRENO RLTY CORP COM | REIT | 88146M101 | — | 35 shares | $2,259 |
| REVOLUTION MEDICINES INC COM | Stock | 76155X100 | — | 11 shares | $2,258 |
| HAMILTON LANE INC CL A | Stock | 407497106 | — | 26 shares | $2,258 |
| BARCLAYS PLC ADR | ADR | 06738E204 | — | 93 shares | $2,257 |
| VERISIGN INC COM | Stock | 92343E102 | — | 8 shares | $2,256 |
| DENALI THERAPEUTICS INC COM | Stock | 24823R105 | — | 109 shares | $2,253 |
| DOUBLEVERIFY HLDGS INC COM | Stock | 25862V105 | — | 167 shares | $2,253 |
| OUTSET MED INC COM NEW | Stock | 690145206 | — | 751 shares | $2,253 |
| KINGSOFT CLOUD HLDGS LTD ADS | ADR | 49639K101 | — | 247 shares | $2,253 |
| OTIS WORLDWIDE CORP COM | Stock | 68902V107 | — | 35 shares | $2,251 |
| PRUDENTIAL PLC ADR | ADR | 74435K204 | — | 91 shares | $2,251 |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | ETF | 81369Y860 | — | 55 shares | $2,250 |
| ALPHATEC HLDGS INC COM NEW | Stock | 02081G201 | — | 218 shares | $2,250 |
| FLUOR CORP COM | Stock | 343412102 | — | 47 shares | $2,250 |
| ORUKA THERAPEUTICS INC COM | Stock | 687604108 | — | 27 shares | $2,249 |
| EXCELERATE ENERGY INC CL A COM | Stock | 30069T101 | — | 70 shares | $2,249 |
| CAPITAL GROUP CORE BOND ETF | ETF | 14020Y508 | — | 90 shares | $2,248 |
| CHEMOURS CO COM | Stock | 163851108 | — | 166 shares | $2,248 |
| DOVER CORP COM | Stock | 260003108 | — | 12 shares | $2,248 |
| SIMULATIONS PLUS INC COM | Stock | 829214105 | — | 122 shares | $2,248 |
| ICU MED INC COM | Stock | 44930G107 | — | 14 shares | $2,247 |
| RESOLUTE HLDGS MGMT INC COM | Stock | 76134H101 | — | 19 shares | $2,247 |
| RUSH ENTERPRISES INC CL A | Stock | 781846209 | — | 49 shares | $2,245 |
| DOVER CORP COM | Stock | 260003108 | — | 12 shares | $2,245 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 | — | 24 shares | $2,243 |
| CAVCO INDS INC DEL COM | Stock | 149568107 | — | 4 shares | $2,241 |
| TECHNIPFMC PLC COM | Stock | G87110105 | — | 33 shares | $2,241 |
| GENIUS SPORTS LIMITED SHARES CL A | Stock | G3934V109 | — | 391 shares | $2,240 |
| DANA INC COM | Stock | 235825205 | — | 82 shares | $2,239 |
| GENTEX CORP COM | Stock | 371901109 | — | 103 shares | $2,239 |
| ANTERO RESOURCES CORP COM | Stock | 03674X106 | — | 67 shares | $2,237 |
| BRIDGEBIO PHARMA INC COM | Stock | 10806X102 | — | 34 shares | $2,237 |
| VENTURE GLOBAL INC COM CL A | Stock | 92333F101 | — | 177 shares | $2,237 |
| KINDERCARE LEARNING COMPANIES COM | Stock | 49456W105 | — | 1,202 shares | $2,236 |
| V F CORP COM | Stock | 918204108 | — | 159 shares | $2,236 |
| GENPACT LIMITED SHS | Stock | G3922B107 | — | 69 shares | $2,234 |
| PEARSON PLC SPONSORED ADR | ADR | 705015105 | — | 139 shares | $2,234 |
| UWM HOLDINGS CORPORATION COM CL A | Stock | 91823B109 | — | 1,892 shares | $2,233 |
| MANITOWOC CO INC COM NEW | Stock | 563571405 | — | 104 shares | $2,232 |
| NATWEST GROUP PLC SPONS ADR | ADR | 639057207 | — | 123 shares | $2,232 |
| COMMUNITY HEALTH SYS INC NEW COM | Stock | 203668108 | — | 780 shares | $2,231 |
| ROIVANT SCIENCES LTD SHS | Stock | G76279101 | — | 61 shares | $2,231 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 32 shares | $2,230 |
| PROSHARES BITCOIN ETF | ETF | 74347G440 | — | 199 shares | $2,229 |
| GRACO INC COM | Stock | 384109104 | — | 29 shares | $2,228 |
| TURKCELL ILETISIM SPON ADR NEW | ADR | 900111204 | — | 451 shares | $2,228 |
| RENAISSANCERE HLDGS LTD COM | Stock | G7496G103 | — | 7 shares | $2,228 |
| PLAINS GP HLDGS L P LTD PARTNR INT A | Stock | 72651A207 | — | 86 shares | $2,227 |
| F5 INC COM | Stock | 315616102 | — | 5 shares | $2,226 |
| F5 INC COM | Stock | 315616102 | — | 5 shares | $2,226 |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | Stock | 00650F109 | — | 77 shares | $2,225 |
| GENWORTH FINL INC COM SHS | Stock | 37247D106 | — | 248 shares | $2,225 |
| EXPONENT INC COM | Stock | 30214U102 | — | 34 shares | $2,224 |
| WYNN RESORTS LTD COM | Stock | 983134107 | — | 28 shares | $2,224 |
| HALLIBURTON CO COM | Stock | 406216101 | — | 70 shares | $2,223 |
| COLUMBIA FINL INC COM SHS | Stock | 197914104 | — | 201 shares | $2,223 |
| MOVADO GROUP INC COM | Stock | 624580106 | — | 67 shares | $2,222 |
| PENNYMAC FINL SVCS INC NEW COM | Stock | 70932M107 | — | 36 shares | $2,222 |
| UTAH MED PRODS INC COM | Stock | 917488108 | — | 30 shares | $2,222 |
| BWX TECHNOLOGIES INC COM | Stock | 05605H100 | — | 16 shares | $2,222 |
| MGE ENERGY INC COM | Stock | 55277P104 | — | 32 shares | $2,222 |
| MEDLINE INC COM CL A | Stock | 58507V107 | — | 64 shares | $2,221 |
| DIGITAL TURBINE INC COM NEW | Stock | 25400W102 | — | 200 shares | $2,220 |
| HERBALIFE LTD COM SHS | Stock | G4412G101 | — | 183 shares | $2,220 |
| PALOMAR HLDGS INC COM | Stock | 69753M105 | — | 18 shares | $2,219 |
| TORO CO COM | Stock | 891092108 | — | 23 shares | $2,218 |
| KNIFE RIVER CORP COMMON STOCK | Stock | 498894104 | — | 44 shares | $2,218 |
| FRONTLINE PLC COM | Stock | M46528101 | — | 45 shares | $2,217 |
| AGNICO EAGLE MINES LTD COM | Stock | 008474108 | — | 12 shares | $2,215 |
| IMPERIAL OIL LTD COM NEW | Stock | 453038408 | — | 18 shares | $2,215 |
| VIATRIS INC COM | Stock | 92556V106 | — | 125 shares | $2,215 |
| MYERS INDS INC COM | Stock | 628464109 | — | 72 shares | $2,215 |
| POWELL INDS INC COM | Stock | 739128106 | — | 12 shares | $2,214 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 12 shares | $2,213 |
| USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | Stock | 90290N109 | — | 89 shares | $2,213 |
| DANA INC COM | Stock | 235825205 | — | 81 shares | $2,212 |
| DELEK US HLDGS INC NEW COM | Stock | 24665A103 | — | 31 shares | $2,212 |
| AUTOHOME INC SP ADS RP CL A | ADR | 05278C107 | — | 104 shares | $2,210 |
| TEREX CORP NEW COM | Stock | 880779103 | — | 42 shares | $2,209 |
| KINETIK HOLDINGS INC COM NEW CL A | Stock | 02215L209 | — | 44 shares | $2,209 |
| TEREX CORP NEW COM | Stock | 880779103 | — | 42 shares | $2,209 |
| PRECIGEN INC COM | Stock | 74017N105 | — | 258 shares | $2,208 |
| APPFOLIO INC COM CL A | Stock | 03783C100 | — | 11 shares | $2,206 |
| RESTAURANT BRANDS INTL INC COM | Stock | 76131D103 | — | 31 shares | $2,206 |