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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) |
|---|---|---|---|---|---|
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 53 shares | $7,117 |
| ILLUMINA INC COM | Stock | 452327109 | — | 26 shares | $7,116 |
| TRICO BANCSHARES COM | Stock | 896095106 | — | 139 shares | $7,115 |
| EXPEDIA GROUP INC COM NEW | Stock | 30212P303 | — | 27 shares | $7,111 |
| NUTANIX INC CL A | Stock | 67059N108 | — | 101 shares | $7,111 |
| LIBERTY LATIN AMERICA LTD COM CL C | Stock | G9001E128 | — | 865 shares | $7,110 |
| GENTEX CORP COM | Stock | 371901109 | — | 327 shares | $7,109 |
| ENOVIS CORPORATION COM | Stock | 194014502 | — | 389 shares | $7,107 |
| HASBRO INC COM | Stock | 418056107 | — | 81 shares | $7,102 |
| ULTA BEAUTY INC COM | Stock | 90384S303 | — | 13 shares | $7,100 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 20 shares | $7,100 |
| CELLDEX THERAPEUTICS INC NEW COM NEW | Stock | 15117B202 | — | 219 shares | $7,098 |
| PELAGOS INS CAP LTD COM | Stock | G3398L118 | — | 300 shares | $7,098 |
| CBL & ASSOC PPTYS INC COMMON STOCK | REIT | 124830878 | — | 133 shares | $7,097 |
| COGENT COMM HOLDINGS INC COM NEW | Stock | 19239V302 | — | 911 shares | $7,097 |
| HUDBAY MINERALS INC COM | Stock | 443628102 | — | 266 shares | $7,097 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 83 shares | $7,095 |
| COHEN & STEERS INC COM | Stock | 19247A100 | — | 97 shares | $7,092 |
| DANAHER CORP DEL COM | Stock | 235851102 | — | 32 shares | $7,090 |
| AUBURN NATL BANCORP COM | Stock | 050473107 | — | 270 shares | $7,088 |
| GRAFTECH INTL LTD SR NT COM NEW | Stock | 384313607 | — | 857 shares | $7,087 |
| ORIC PHARMACEUTICALS INC COM | Stock | 68622P109 | — | 526 shares | $7,085 |
| LEAR CORP COM NEW | Stock | 521865204 | — | 60 shares | $7,082 |
| LUXFER HLDGS PLC SHS | Stock | G5698W116 | — | 410 shares | $7,081 |
| AMERICAN HOMES 4 RENT CL A | REIT | 02665T306 | — | 233 shares | $7,081 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 61 shares | $7,080 |
| VICTORIAS SECRET AND CO COMMON STOCK | Stock | 926400102 | — | 80 shares | $7,077 |
| CASELLA WASTE SYS INC CL A | Stock | 147448104 | — | 88 shares | $7,071 |
| CURTISS WRIGHT CORP COM | Stock | 231561101 | — | 13 shares | $7,070 |
| EXELON CORP COM | Stock | 30161N101 | — | 175 shares | $7,070 |
| WALMART INC COM | Stock | 931142103 | — | 68 shares | $7,067 |
| CRANE NXT CO COM | Stock | 224441105 | — | 150 shares | $7,065 |
| PCB BANCORP COM | Stock | 69320M109 | — | 258 shares | $7,064 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 130 shares | $7,059 |
| ESSENTIAL UTILS INC COM | Stock | 29670G102 | — | 180 shares | $7,054 |
| AES CORP COM | Stock | 00130H105 | — | 473 shares | $7,048 |
| ENCOMPASS HEALTH CORP COM | Stock | 29261A100 | — | 58 shares | $7,046 |
| WORTHINGTON STL INC COM SHS | Stock | 982104101 | — | 200 shares | $7,046 |
| FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF | ETF | 33738R878 | — | 166 shares | $7,042 |
| AVEANNA HEALTHCARE HLDGS INC COM | Stock | 05356F105 | — | 567 shares | $7,036 |
| AAON INC COM PAR $0.004 | Stock | 000360206 | — | 85 shares | $7,035 |
| WATERS CORP COM | Stock | 941848103 | — | 16 shares | $7,030 |
| XCEL ENERGY INC COM | Stock | 98389B100 | — | 100 shares | $7,027 |
| GENPACT LIMITED SHS | Stock | G3922B107 | — | 216 shares | $7,026 |
| ABM INDS INC COM | Stock | 000957100 | — | 146 shares | $7,023 |
| ENOVA INTL INC COM | Stock | 29357K103 | — | 42 shares | $7,019 |
| FOX CORP CL A COM | Stock | 35137L105 | — | 112 shares | $7,017 |
| TAPESTRY INC COM | Stock | 876030107 | — | 61 shares | $7,017 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 304 shares | $7,013 |
| PROLOGIS INC. COM | REIT | 74340W103 | — | 54 shares | $7,011 |
| ELEVANCE HEALTH INC FORMERLY A COM | Stock | 036752103 | — | 18 shares | $7,010 |
| PORTLAND GEN ELEC CO COM NEW | Stock | 736508847 | — | 157 shares | $7,007 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 18 shares | $7,006 |
| GRAIL INC COM | Stock | 384747101 | — | 50 shares | $7,006 |
| NEXTDECADE CORP COM | Stock | 65342K105 | — | 1,103 shares | $7,004 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 57 shares | $7,002 |
| FIDELITY ENHANCED HIGH YIELD ETF | ETF | 316092618 | — | 147 shares | $7,001 |
| TURKCELL ILETISIM SPON ADR NEW | ADR | 900111204 | — | 1,417 shares | $7,000 |
| HILTON WORLDWIDE HLDGS INC COM | Stock | 43300A203 | — | 22 shares | $6,999 |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 05946K101 | — | 251 shares | $6,995 |
| VOYA FINANCIAL INC COM | Stock | 929089100 | — | 74 shares | $6,992 |
| RAPID7 INC COM | Stock | 753422104 | — | 572 shares | $6,990 |
| INGERSOLL RAND INC COM | Stock | 45687V106 | — | 93 shares | $6,985 |
| NRG ENERGY INC COM NEW | Stock | 629377508 | — | 73 shares | $6,982 |
| BLACKLINE INC COM | Stock | 09239B109 | — | 263 shares | $6,977 |
| VALERO ENERGY CORP COM | Stock | 91913Y100 | — | 18 shares | $6,977 |
| ISHARES U.S. TREASURY BOND ETF | ETF | 46429B267 | — | 319 shares | $6,977 |
| MADISON AIR SOLUTIONS CORP COM SHS CL A | Stock | 55658T105 | — | 283 shares | $6,962 |
| WATSCO INC COM | Stock | 942622200 | — | 23 shares | $6,962 |
| OTTER TAIL CORP COM | Stock | 689648103 | — | 79 shares | $6,955 |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | ETF | 46641Q399 | — | 51 shares | $6,953 |
| KAISER ALUMINIUM CORPORATION COM PAR $0.01 | Stock | 483007704 | — | 48 shares | $6,951 |
| GEO GROUP INC COM | Stock | 36162J106 | — | 228 shares | $6,947 |
| VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | ETF | 92189H300 | — | 280 shares | $6,945 |
| ALGONQUIN POWER & UTILITIES CO COM | Stock | 015857105 | — | 1,380 shares | $6,941 |
| GOOSEHEAD INS INC COM CL A | Stock | 38267D109 | — | 153 shares | $6,940 |
| STANTEC INC COM | Stock | 85472N109 | — | 103 shares | $6,938 |
| COUPANG INC CL A | Stock | 22266T109 | — | 500 shares | $6,935 |
| UNDER ARMOUR INC CL A | Stock | 904311107 | — | 1,555 shares | $6,935 |
| PRICESMART INC COM | Stock | 741511109 | — | 41 shares | $6,934 |
| CHIMERA INVT CORP COM SHS | REIT | 16934Q802 | — | 727 shares | $6,928 |
| PRUDENTIAL FINL INC COM | Stock | 744320102 | — | 61 shares | $6,928 |
| LULULEMON ATHLETICA INC COM | Stock | 550021109 | — | 72 shares | $6,926 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 195 shares | $6,923 |
| GULFPORT ENERGY CORP COMMON SHARES | Stock | 402635502 | — | 46 shares | $6,922 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 30 shares | $6,915 |
| SEZZLE INC COM | Stock | 78435P105 | — | 64 shares | $6,915 |
| CALIFORNIA RES CORP COM STOCK | Stock | 13057Q305 | — | 136 shares | $6,909 |
| LATTICE SEMICONDUCTOR CORP COM | Stock | 518415104 | — | 55 shares | $6,909 |
| WESTERN ALLIANCE BANCORP COM | Stock | 957638109 | — | 92 shares | $6,909 |
| AVANTOR INC COM | Stock | 05352A100 | — | 459 shares | $6,908 |
| BXP INC COM | REIT | 101121101 | — | 113 shares | $6,905 |
| SNAP ON INC COM | Stock | 833034101 | — | 19 shares | $6,904 |
| SABRE CORP COM | Stock | 78573M104 | — | 3,256 shares | $6,903 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 | — | 75 shares | $6,900 |
| ALAMOS GOLD INC COM CL A | Stock | 011532108 | — | 213 shares | $6,899 |
| ERASCA INC COM | Stock | 29479A108 | — | 470 shares | $6,890 |
| INGREDION INC COM | Stock | 457187102 | — | 72 shares | $6,889 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 64 shares | $6,888 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 99 shares | $6,888 |