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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) |
|---|---|---|---|---|---|
| ENERPAC TOOL GROUP CORP CL A COM | Stock | 292765104 | — | 89 shares | $3,105 |
| PEOPLE INC COM NEW | Stock | 44891N208 | — | 74 shares | $3,105 |
| GREIF INC CL A | Stock | 397624107 | — | 39 shares | $3,104 |
| PAR PAC HOLDINGS INC COM NEW | Stock | 69888T207 | — | 38 shares | $3,102 |
| TAL ED GROUP SPONSORED ADS | ADR | 874080104 | — | 257 shares | $3,102 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 71 shares | $3,099 |
| HALLIBURTON CO COM | Stock | 406216101 | — | 97 shares | $3,099 |
| NMI HLDGS INC COM | Stock | 629209305 | — | 83 shares | $3,098 |
| TRACTOR SUPPLY CO COM | Stock | 892356106 | — | 99 shares | $3,098 |
| EAST WEST BANCORP INC COM | Stock | 27579R104 | — | 25 shares | $3,098 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 12 shares | $3,097 |
| WEBTOON ENTMT INC COM | Stock | 94845U105 | — | 287 shares | $3,097 |
| PEAPACK-GLADSTONE FINL CORP COM | Stock | 704699107 | — | 71 shares | $3,097 |
| FIRST INDL RLTY TR INC COM | REIT | 32054K103 | — | 52 shares | $3,096 |
| LCI INDS COM | Stock | 50189K103 | — | 37 shares | $3,096 |
| FUTU HLDGS LTD SPON ADS CL A | ADR | 36118L106 | — | 28 shares | $3,095 |
| NEWS CORP NEW CL A | Stock | 65249B109 | — | 108 shares | $3,094 |
| KILROY REALTY CORP COM | REIT | 49427F108 | — | 93 shares | $3,094 |
| VISHAY INTERTECHNOLOGY INC COM | Stock | 928298108 | — | 95 shares | $3,092 |
| TWIST BIOSCIENCE CORP COM | Stock | 90184D100 | — | 16 shares | $3,092 |
| O-I GLASS INC COM | Stock | 67098H104 | — | 547 shares | $3,091 |
| FATE THERAPEUTICS INC COM | Stock | 31189P102 | — | 1,304 shares | $3,090 |
| COLUMBIA BKG SYS INC COM | Stock | 197236102 | — | 108 shares | $3,089 |
| AEHR TEST SYS COM | Stock | 00760J108 | — | 31 shares | $3,088 |
| SOUTH PLAINS FINANCIAL INC COM | Stock | 83946P107 | — | 74 shares | $3,088 |
| ISHARES CORE S&P US VALUE ETF | ETF | 464287663 | — | 28 shares | $3,088 |
| DTE ENERGY CO COM | Stock | 233331107 | — | 25 shares | $3,085 |
| AMYLYX PHARMACEUTICALS INC COM | Stock | 03237H101 | — | 106 shares | $3,085 |
| LA Z BOY INC COM | Stock | 505336107 | — | 104 shares | $3,083 |
| LEGEND BIOTECH CORP SPONSORED ADS | ADR | 52490G102 | — | 155 shares | $3,083 |
| TORM PLC SHS CL A | Stock | G89479102 | — | 81 shares | $3,082 |
| NORTHWEST NAT HLDG CO COM | Stock | 66765N105 | — | 66 shares | $3,080 |
| EQUINOR ASA SPONSORED ADR | ADR | 29446M102 | — | 74 shares | $3,078 |
| INTAPP INC COM | Stock | 45827U109 | — | 85 shares | $3,078 |
| ONTO INNOVATION INC COM | Stock | 683344105 | — | 10 shares | $3,078 |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | Stock | 61559X104 | — | 263 shares | $3,077 |
| WATERS CORP COM | Stock | 941848103 | — | 7 shares | $3,076 |
| WATERS CORP COM | Stock | 941848103 | — | 7 shares | $3,076 |
| WATERS CORP COM | Stock | 941848103 | — | 7 shares | $3,076 |
| ALLEGION PLC ORD SHS | Stock | G0176J109 | — | 20 shares | $3,075 |
| CORNING INC COM | Stock | 219350105 | — | 20 shares | $3,075 |
| ADVANSIX INC COM | Stock | 00773T101 | — | 193 shares | $3,073 |
| NATIONAL HEALTHCARE CORP COM | Stock | 635906100 | — | 14 shares | $3,073 |
| REMITLY GLOBAL INC COM | Stock | 75960P104 | — | 144 shares | $3,073 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 18 shares | $3,072 |
| WEATHERFORD INTL PLC ORD SHS | Stock | G48833118 | — | 39 shares | $3,069 |
| ROYAL GOLD INC COM | Stock | 780287108 | — | 13 shares | $3,068 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 201 shares | $3,067 |
| BORGWARNER INC COM | Stock | 099724106 | — | 51 shares | $3,066 |
| ROCKET LAB CORP COM | Stock | 773121108 | — | 44 shares | $3,066 |
| TARSUS PHARMACEUTICALS INC COM | Stock | 87650L103 | — | 39 shares | $3,066 |
| SOFI TECHNOLOGIES INC COM | Stock | 83406F102 | — | 195 shares | $3,065 |
| RIOT PLATFORMS INC COM | Stock | 767292105 | — | 152 shares | $3,063 |
| SIGHT SCIENCES INC COM | Stock | 82657M105 | — | 327 shares | $3,061 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 11 shares | $3,061 |
| ICON PUB LTD CO SHS | Stock | G4705A100 | — | 18 shares | $3,060 |
| MONDAY COM LTD SHS | Stock | M7S64H106 | — | 39 shares | $3,060 |
| MELCO RESORTS AND ENTMNT LTD ADR | ADR | 585464100 | — | 683 shares | $3,060 |
| ICON PUB LTD CO SHS | Stock | G4705A100 | — | 18 shares | $3,060 |
| ISHARES FUTURE AI & TECH ETF | ETF | 46435U556 | — | 39 shares | $3,056 |
| POWER INTEGRATIONS INC COM | Stock | 739276103 | — | 59 shares | $3,056 |
| SNOWFLAKE INC COM SHS | Stock | 833445109 | — | 9 shares | $3,056 |
| TRANSUNION COM | Stock | 89400J107 | — | 50 shares | $3,056 |
| RESTAURANT BRANDS INTL INC COM | Stock | 76131D103 | — | 43 shares | $3,056 |
| PAYCHEX INC COM | Stock | 704326107 | — | 31 shares | $3,054 |
| HYSTER-YALE INC CL A | Stock | 449172105 | — | 97 shares | $3,053 |
| TELEPHONE & DATA SYS INC COM NEW | Stock | 879433829 | — | 90 shares | $3,053 |
| CTS CORP COM | Stock | 126501105 | — | 52 shares | $3,052 |
| CLEARFIELD INC COM | Stock | 18482P103 | — | 98 shares | $3,052 |
| ICU MED INC COM | Stock | 44930G107 | — | 19 shares | $3,050 |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH | ETF | 45783Y343 | — | 100 shares | $3,050 |
| XPENG INC ADS | ADR | 98422D105 | — | 319 shares | $3,050 |
| EASTMAN CHEM CO COM | Stock | 277432100 | — | 47 shares | $3,047 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 | — | 7 shares | $3,047 |
| NVENT ELEC PLC SHS | Stock | G6700G107 | — | 19 shares | $3,047 |
| DHT HOLDINGS INC SHS NEW | Stock | Y2065G121 | — | 135 shares | $3,047 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 16 shares | $3,047 |
| CACI INTL INC CL A | Stock | 127190304 | — | 5 shares | $3,046 |
| ROKU INC COM CL A | Stock | 77543R102 | — | 20 shares | $3,046 |
| AMES NATL CORP COM | Stock | 031001100 | — | 97 shares | $3,044 |
| FERVO ENERGY CO CL A COM | Stock | 31556C106 | — | 224 shares | $3,044 |
| OGE ENERGY CORP COM | Stock | 670837103 | — | 67 shares | $3,043 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 5 shares | $3,042 |
| ENTRADA THERAPEUTICS INC COM | Stock | 29384C108 | — | 479 shares | $3,042 |
| AVEPOINT INC COM CL A | Stock | 053604104 | — | 216 shares | $3,041 |
| ANGEL STUDIOS INC. CL A COM | Stock | 034948109 | — | 651 shares | $3,040 |
| FOX CORP CL B COM | Stock | 35137L204 | — | 54 shares | $3,040 |
| ALBANY INTL CORP CL A | Stock | 012348108 | — | 51 shares | $3,040 |
| GILDAN ACTIVEWEAR INC COM | Stock | 375916103 | — | 71 shares | $3,038 |
| 1ST FINL BANCORP COM | Stock | 320209109 | — | 97 shares | $3,038 |
| GROCERY OUTLET HLDG CORP COM | Stock | 39874R101 | — | 270 shares | $3,038 |
| TREVI THERAPEUTICS INC COM | Stock | 89532M101 | — | 212 shares | $3,036 |
| EQUINIX INC COM | REIT | 29444U700 | — | 3 shares | $3,035 |
| ASTRONICS CORP COM | Stock | 046433108 | — | 45 shares | $3,034 |
| EPAM SYS INC COM | Stock | 29414B104 | — | 28 shares | $3,034 |
| PAYMENTUS HOLDINGS INC COM CL A | Stock | 70439P108 | — | 99 shares | $3,033 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 10 shares | $3,032 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 11 shares | $3,030 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 40 shares | $3,030 |
| STRYKER CORPORATION COM | Stock | 863667101 | — | 11 shares | $3,029 |