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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) |
|---|---|---|---|---|---|
| SNOWFLAKE INC COM SHS | Stock | 833445109 | — | 19 shares | $6,452 |
| DIGITAL TURBINE INC COM NEW | Stock | 25400W102 | — | 581 shares | $6,449 |
| FIDELITY NATL INFORMATION SVCS COM | Stock | 31620M106 | — | 196 shares | $6,448 |
| SANMINA CORP COM | Stock | 801056102 | — | 30 shares | $6,447 |
| VAIL RESORTS INC COM | Stock | 91879Q109 | — | 47 shares | $6,447 |
| LENNAR CORP CL A | Stock | 526057104 | — | 79 shares | $6,446 |
| IRON MTN INC DEL COM | REIT | 46284V101 | — | 58 shares | $6,435 |
| CELANESE CORP DEL COM | Stock | 150870103 | — | 145 shares | $6,434 |
| TWILIO INC CL A | Stock | 90138F102 | — | 22 shares | $6,434 |
| ARBOR REALTY TRUST INC COM | REIT | 038923108 | — | 1,666 shares | $6,431 |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | 78464A847 | — | 102 shares | $6,430 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 29 shares | $6,427 |
| VERSIGENT PLC ORDINARY SHARES | Stock | G9600F104 | — | 143 shares | $6,426 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 7 shares | $6,424 |
| TARGET CORP COM | Stock | 87612E106 | — | 41 shares | $6,424 |
| BANK OF AMER CORP COM | Stock | 060505104 | — | 118 shares | $6,423 |
| NETEASE COM INC SPONSORED ADS | ADR | 64110W102 | — | 53 shares | $6,421 |
| PINNACLE WEST CAP CORP COM | Stock | 723484101 | — | 69 shares | $6,420 |
| WHEATON PRECIOUS METALS CORP COM | Stock | 962879102 | — | 48 shares | $6,419 |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 636274409 | — | 85 shares | $6,418 |
| FISERV INC COM | Stock | 337738108 | — | 142 shares | $6,416 |
| 10X GENOMICS INC CL A COM | Stock | 88025U109 | — | 71 shares | $6,416 |
| ALNYLAM PHARMACEUTICALS INC COM | Stock | 02043Q107 | — | 26 shares | $6,415 |
| TXNM ENERGY INC COM | Stock | 69349H107 | — | 110 shares | $6,415 |
| MAGNOLIA OIL & GAS CORP CL A | Stock | 559663109 | — | 273 shares | $6,413 |
| ARROW FINL CORP COM | Stock | 042744102 | — | 174 shares | $6,412 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 7 shares | $6,406 |
| JFROG LTD ORD SHS | Stock | M6191J100 | — | 66 shares | $6,405 |
| HALOZYME THERAPEUTICS INC COM | Stock | 40637H109 | — | 58 shares | $6,403 |
| KEURIG DR PEPPER INC COM | Stock | 49271V100 | — | 211 shares | $6,402 |
| RED CAT HLDGS INC COM | Stock | 75644T100 | — | 991 shares | $6,402 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 159 shares | $6,401 |
| PENGUIN SOLUTIONS INC COM | Stock | 706915105 | — | 117 shares | $6,399 |
| CAL MAINE FOODS INC COM NEW | Stock | 128030202 | — | 94 shares | $6,398 |
| LOAR HOLDINGS INC COM SHS | Stock | 53947R105 | — | 104 shares | $6,398 |
| KASPI KZ JSC SPONSORED ADS | ADR | 48581R205 | — | 68 shares | $6,396 |
| NISOURCE INC COM | Stock | 65473P105 | — | 164 shares | $6,396 |
| MARKETAXESS HLDGS INC COM | Stock | 57060D108 | — | 39 shares | $6,393 |
| CASS INFORMATION SYS INC COM | Stock | 14808P109 | — | 120 shares | $6,390 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 138 shares | $6,388 |
| CONSTELLATION ENERGY CORP COM | Stock | 21037T109 | — | 25 shares | $6,385 |
| ISHARES U.S. INFRASTRUCTURE ETF | ETF | 46435U713 | — | 116 shares | $6,383 |
| WEST FRASER TIMBER CO LTD COM | Stock | 952845105 | — | 92 shares | $6,383 |
| CARVANA CO CL A | Stock | 146869102 | — | 102 shares | $6,379 |
| COPT DEFENSE PROPERTIES SHS BEN INT | REIT | 22002T108 | — | 191 shares | $6,379 |
| TOAST INC CL A | Stock | 888787108 | — | 220 shares | $6,378 |
| PEMBINA PIPELINE CORP COM | Stock | 706327103 | — | 143 shares | $6,375 |
| COMMERCE.COM INC COM SER 1 | Stock | 08975P108 | — | 2,017 shares | $6,374 |
| SAVERS VALUE VLG INC COM | Stock | 80517M109 | — | 692 shares | $6,373 |
| MCEWEN INC. COM NEW | Stock | 58039P305 | — | 357 shares | $6,372 |
| TARGA RES CORP COM | Stock | 87612G101 | — | 24 shares | $6,371 |
| SEI INVTS CO COM | Stock | 784117103 | — | 62 shares | $6,365 |
| ENSIGN GROUP INC COM | Stock | 29358P101 | — | 37 shares | $6,364 |
| ICICI BK LTD ADR | ADR | 45104G104 | — | 231 shares | $6,364 |
| BIOMARIN PHARMACEUTICAL INC COM | Stock | 09061G101 | — | 106 shares | $6,360 |
| HARMONY BIOSCIENCES HLDGS INC COM | Stock | 413197104 | — | 162 shares | $6,360 |
| STARWOOD PPTY TR INC COM | REIT | 85571B105 | — | 471 shares | $6,359 |
| CIRRUS LOGIC INC COM | Stock | 172755100 | — | 53 shares | $6,358 |
| WHEATON PRECIOUS METALS CORP COM | Stock | 962879102 | — | 48 shares | $6,355 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 24 shares | $6,354 |
| BREAD FINANCIAL HOLDINGS INC COM | Stock | 018581108 | — | 65 shares | $6,354 |
| ALBEMARLE CORP COM | Stock | 012653101 | — | 60 shares | $6,347 |
| EVERUS CONSTR GROUP COM | Stock | 300426103 | — | 54 shares | $6,346 |
| VISTRA CORP COM | Stock | 92840M102 | — | 46 shares | $6,341 |
| BETA BIONICS INC COM | Stock | 08659B102 | — | 334 shares | $6,339 |
| BANCO SANTANDER CHILE NEW SP ADR REP COM | ADR | 05965X109 | — | 190 shares | $6,338 |
| AXON ENTERPRISE INC COM | Stock | 05464C101 | — | 15 shares | $6,338 |
| TELEKOMUNIKASI IND SPONSORED ADR | ADR | 715684106 | — | 497 shares | $6,337 |
| JBT MAREL CORPORATION COM | Stock | 477839104 | — | 60 shares | $6,335 |
| HALEON PLC SPON ADS | ADR | 405552100 | — | 703 shares | $6,327 |
| ODDITY TECH LTD SHS CL A | Stock | M7518J104 | — | 339 shares | $6,326 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 74 shares | $6,326 |
| KOREA ELEC PWR CORP SPONSORED ADR | ADR | 500631106 | — | 577 shares | $6,324 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | Stock | N53745100 | — | 110 shares | $6,322 |
| AXOS FINANCIAL INC COM | Stock | 05465C100 | — | 73 shares | $6,320 |
| LENNAR CORP CL B | Stock | 526057302 | — | 79 shares | $6,319 |
| LINDBLAD EXPEDITIONS HLDGS INC COM | Stock | 535219109 | — | 201 shares | $6,317 |
| BANCFIRST CORP COM | Stock | 05945F103 | — | 60 shares | $6,317 |
| UNUM GROUP COM | Stock | 91529Y106 | — | 72 shares | $6,317 |
| ONEOK INC COM | Stock | 30609A109 | — | 74 shares | $6,310 |
| DOW HLDGS INC COM | Stock | 260557103 | — | 229 shares | $6,307 |
| BJS RESTAURANTS INC COM | Stock | 09180C106 | — | 110 shares | $6,302 |
| REX AMERICAN RES CORP COM | Stock | 761624105 | — | 145 shares | $6,300 |
| COMMVAULT SYS INC COM | Stock | 204166102 | — | 42 shares | $6,297 |
| FRANKLIN TEMPLETON INC COM | Stock | 354613101 | — | 196 shares | $6,296 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 24 shares | $6,296 |
| KFORCE INC COM | Stock | 493732101 | — | 120 shares | $6,295 |
| MAIN BUYWRITE ETF | ETF | 66538H179 | — | 435 shares | $6,294 |
| BLOCK H & R INC COM | Stock | 093671105 | — | 154 shares | $6,291 |
| FLOWSERVE CORP COM | Stock | 34354P105 | — | 86 shares | $6,288 |
| BLACKBAUD INC COM | Stock | 09227Q100 | — | 151 shares | $6,285 |
| NEWMARKET CORP COM | Stock | 651587107 | — | 7 shares | $6,283 |
| CHURCHILL DOWNS INC COM | Stock | 171484108 | — | 83 shares | $6,281 |
| US BANCORP COM NEW | Stock | 902973304 | — | 109 shares | $6,281 |
| NEW PAC METALS CORP COM | Stock | 64782A107 | — | 1,000 shares | $6,280 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 22 shares | $6,280 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 24 shares | $6,278 |
| PAYLOCITY HLDG CORP COM | Stock | 70438V106 | — | 44 shares | $6,273 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 189 shares | $6,271 |
| DOLLAR TREE INC COM | Stock | 256746108 | — | 55 shares | $6,271 |