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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) |
|---|---|---|---|---|---|
| HOMETRUST BANCSHARES INC COM | Stock | 437872104 | — | 43 shares | $1,968 |
| INFLEQTION INC COM SHS | Stock | 45676K103 | — | 146 shares | $1,967 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 4 shares | $1,967 |
| ECHOSTAR CORP CL A | Stock | 278768106 | — | 22 shares | $1,967 |
| MARKETAXESS HLDGS INC COM | Stock | 57060D108 | — | 12 shares | $1,967 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | — | 20 shares | $1,966 |
| CATHAY GEN BANCORP COM | Stock | 149150104 | — | 33 shares | $1,964 |
| OCEANEERING INTL INC COM | Stock | 675232102 | — | 45 shares | $1,963 |
| HERITAGE FINL CORP WASH COM | Stock | 42722X106 | — | 71 shares | $1,962 |
| ALPINE INCOME PPTY TR INC COM | REIT | 02083X103 | — | 113 shares | $1,961 |
| HOOKER FURNISHINGS CORPORATION COM | Stock | 439038100 | — | 151 shares | $1,960 |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | ADR | 82706C108 | — | 7 shares | $1,960 |
| VALVOLINE INC COM | Stock | 92047W101 | — | 65 shares | $1,959 |
| JBG SMITH PPTYS COM | REIT | 46590V100 | — | 195 shares | $1,958 |
| EMBRAER S.A. SPONSORED ADS | ADR | 29082A107 | — | 26 shares | $1,958 |
| SITIME CORP COM | Stock | 82982T106 | — | 3 shares | $1,956 |
| SITIME CORP COM | Stock | 82982T106 | — | 3 shares | $1,956 |
| COVISTA INC COM | Stock | 00737L103 | — | 16 shares | $1,955 |
| FIDELITY D & D BANCORP INC COM | Stock | 31609R100 | — | 36 shares | $1,955 |
| ENVIRI CORP COM | Stock | 29390K102 | — | 100 shares | $1,953 |
| STRIDE INC COM | Stock | 86333M108 | — | 25 shares | $1,950 |
| STRIDE INC COM | Stock | 86333M108 | — | 25 shares | $1,950 |
| DUPONT DE NEMOURS INC COMMON STOCK | Stock | 26614N201 | — | 15 shares | $1,948 |
| MILLROSE PPTYS INC COM CL A | REIT | 601137102 | — | 75 shares | $1,948 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 10 shares | $1,948 |
| GLOBAL E ONLINE LTD SHS | Stock | M5216V106 | — | 49 shares | $1,947 |
| FORTUNA MNG CORP COM NEW | Stock | 349942102 | — | 173 shares | $1,945 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 5 shares | $1,944 |
| CENTURY ALUM CO COM | Stock | 156431108 | — | 54 shares | $1,943 |
| HAIN CELESTIAL GROUP INC COM | Stock | 405217100 | — | 3,985 shares | $1,943 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 2 shares | $1,943 |
| PTC THERAPEUTICS INC COM | Stock | 69366J200 | — | 30 shares | $1,943 |
| INCYTE CORP COM | Stock | 45337C102 | — | 16 shares | $1,942 |
| CORTEVA INC COM | Stock | 22052L104 | — | 25 shares | $1,941 |
| BANCO MACRO S A SPON ADR B | ADR | 05961W105 | — | 29 shares | $1,941 |
| DENTSPLY SIRONA INC COM | Stock | 24906P109 | — | 219 shares | $1,940 |
| BLOOM ENERGY CORP COM CL A | Stock | 093712107 | — | 7 shares | $1,939 |
| DAILY JOURNAL CORP COM | Stock | 233912104 | — | 3 shares | $1,939 |
| TRINET GROUP INC COM | Stock | 896288107 | — | 31 shares | $1,939 |
| SOLVENTUM CORP COM SHS | Stock | 83444M101 | — | 22 shares | $1,939 |
| AMER SPORTS INC COM SHS | Stock | G0260P102 | — | 71 shares | $1,938 |
| SKYWEST INC COM | Stock | 830879102 | — | 20 shares | $1,938 |
| FULGENT GENETICS INC COM | Stock | 359664109 | — | 88 shares | $1,938 |
| PRIMORIS SVCS CORP COM | Stock | 74164F103 | — | 26 shares | $1,938 |
| XPO INC COM | Stock | 983793100 | — | 11 shares | $1,936 |
| SBA COMMUNICATIONS CORP CL A | REIT | 78410G104 | — | 12 shares | $1,935 |
| MBX BIOSCIENCES INC COM | Stock | 55287L101 | — | 33 shares | $1,934 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 | — | 12 shares | $1,933 |
| CF BANKSHARES INC COM | Stock | 12520L109 | — | 57 shares | $1,933 |
| CARLISLE COS INC COM | Stock | 142339100 | — | 6 shares | $1,933 |
| SSR MINING IN COM | Stock | 784730103 | — | 58 shares | $1,933 |
| IRHYTHM HOLDINGS INC COM | Stock | 450056106 | — | 17 shares | $1,932 |
| RED ROCK RESORTS INC CL A | Stock | 75700L108 | — | 39 shares | $1,932 |
| IRHYTHM HOLDINGS INC COM | Stock | 450056106 | — | 17 shares | $1,932 |
| HEXCEL CORP NEW COM | Stock | 428291108 | — | 23 shares | $1,930 |
| DAVE INC CLASS A COM NEW | Stock | 23834J201 | — | 6 shares | $1,929 |
| DROPBOX INC CL A | Stock | 26210C104 | — | 57 shares | $1,929 |
| BOOT BARN HLDGS INC COM | Stock | 099406100 | — | 16 shares | $1,928 |
| IOVANCE BIOTHERAPEUTICS INC COM | Stock | 462260100 | — | 130 shares | $1,927 |
| CENTENE CORP DEL COM | Stock | 15135B101 | — | 31 shares | $1,926 |
| IES HOLDINGS INC COM | Stock | 44951W106 | — | 6 shares | $1,926 |
| RANGE RES CORP COM | Stock | 75281A109 | — | 52 shares | $1,926 |
| IES HOLDINGS INC COM | Stock | 44951W106 | — | 6 shares | $1,926 |
| U HAUL HOLDING COMPANY COM | Stock | 023586100 | — | 32 shares | $1,925 |
| RYANAIR HOLDINGS PLC SPONSORED ADR | ADR | 783513203 | — | 35 shares | $1,925 |
| RELIANCE INC COM | Stock | 759509102 | — | 5 shares | $1,924 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 13 shares | $1,923 |
| TORRID HLDGS INC COM | Stock | 89142B107 | — | 815 shares | $1,923 |
| MASTEC INC COM | Stock | 576323109 | — | 9 shares | $1,923 |
| INVITATION HOMES INC COM | REIT | 46187W107 | — | 73 shares | $1,922 |
| ADVANTAGE SOLUTIONS INC COM NEW CL A | Stock | 00791N201 | — | 74 shares | $1,921 |
| FIREFLY AEROSPACE INC COM | Stock | 31816X106 | — | 83 shares | $1,921 |
| SBA COMMUNICATIONS CORP CL A | REIT | 78410G104 | — | 12 shares | $1,921 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | Stock | 50077B207 | — | 45 shares | $1,921 |
| RESTAURANT BRANDS INTL INC COM | Stock | 76131D103 | — | 27 shares | $1,919 |
| BWX TECHNOLOGIES INC COM | Stock | 05605H100 | — | 14 shares | $1,918 |
| STERIS PLC SHS USD | Stock | G8473T100 | — | 9 shares | $1,913 |
| SCIENCE APPLICATIONS INTL CORP COM | Stock | 808625107 | — | 15 shares | $1,913 |
| STANDEX INTL CORP COM | Stock | 854231107 | — | 7 shares | $1,911 |
| WOLVERINE WORLD WIDE INC COM | Stock | 978097103 | — | 100 shares | $1,911 |
| TALOS ENERGY INC COM | Stock | 87484T108 | — | 117 shares | $1,911 |
| MAGNA INTL INC COM | Stock | 559222401 | — | 30 shares | $1,910 |
| PENUMBRA INC COM | Stock | 70975L107 | — | 6 shares | $1,910 |
| PENUMBRA INC COM | Stock | 70975L107 | — | 6 shares | $1,910 |
| GODADDY INC CL A | Stock | 380237107 | — | 20 shares | $1,910 |
| CELCUITY INC COM | Stock | 15102K100 | — | 24 shares | $1,908 |
| HUMANA INC COM | Stock | 444859102 | — | 5 shares | $1,908 |
| TECK RESOURCES LTD CL B | Stock | 878742204 | — | 29 shares | $1,908 |
| HUMANA INC COM | Stock | 444859102 | — | 5 shares | $1,908 |
| LAUREATE ED INC COMMON STOCK | Stock | 518613203 | — | 50 shares | $1,908 |
| ZOOM COMMUNICATIONS INC CL A | Stock | 98980L101 | — | 21 shares | $1,906 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 17 shares | $1,906 |
| ZIM INTEGRATED SHIPPING SERV SHS | Stock | M9T951109 | — | 65 shares | $1,906 |
| AMERESCO INC CL A | Stock | 02361E108 | — | 92 shares | $1,905 |
| OMEGA FLEX INC COM | Stock | 682095104 | — | 75 shares | $1,905 |
| HYATT HOTELS CORP COM CL A | Stock | 448579102 | — | 12 shares | $1,903 |
| TPG RE FIN TR INC COM | REIT | 87266M107 | — | 304 shares | $1,903 |
| PEPSICO INC COM | Stock | 713448108 | — | 15 shares | $1,901 |
| TOYOTA MOTOR CORP ADS | ADR | 892331307 | — | 10 shares | $1,901 |
| FIRST MID BANCSHARES INC COM | Stock | 320866106 | — | 39 shares | $1,901 |