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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) |
|---|---|---|---|---|---|
| ONESPAN INC COM | Stock | 68287N100 | — | 142 shares | $2,543 |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | ETF | 316092303 | — | 50 shares | $2,542 |
| LITTELFUSE INC COM | Stock | 537008104 | — | 6 shares | $2,542 |
| LIONSGATE STUDIOS CORP COM | Stock | 53626N102 | — | 227 shares | $2,542 |
| CONSTELLATION ENERGY CORP COM | Stock | 21037T109 | — | 10 shares | $2,540 |
| HYPERLIQUID STRATEGIES INC COM | Stock | 44916Y106 | — | 207 shares | $2,540 |
| TEMPUS AI INC CL A | Stock | 88023B103 | — | 31 shares | $2,539 |
| FIRST INTST BANCSYSTEM INC COM | Stock | 32055Y201 | — | 71 shares | $2,538 |
| NEWS CORP NEW CL B | Stock | 65249B208 | — | 80 shares | $2,538 |
| QIAGEN NV ORD SHARES | Stock | N72482156 | — | 58 shares | $2,538 |
| HEALTHCARE SVCS GROUP INC COM | Stock | 421906108 | — | 124 shares | $2,536 |
| AXON ENTERPRISE INC COM | Stock | 05464C101 | — | 6 shares | $2,535 |
| INTERNATIONAL BANCSHARES CORP COM | Stock | 459044103 | — | 37 shares | $2,534 |
| RAYONIER INC COM | REIT | 754907103 | — | 138 shares | $2,534 |
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 19 shares | $2,534 |
| INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | ETF | 46138E784 | — | 127 shares | $2,532 |
| USANA HEALTH SCIENCES INC COM | Stock | 90328M107 | — | 175 shares | $2,532 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 13 shares | $2,532 |
| MANITOWOC CO INC COM NEW | Stock | 563571405 | — | 118 shares | $2,532 |
| LUMEN TECHNOLOGIES INC COM | Stock | 550241103 | — | 452 shares | $2,531 |
| MIDERA FOOD PROCESSING INC COM | Stock | 59739R104 | — | 62 shares | $2,531 |
| SHORE BANCSHARES INC COM | Stock | 825107105 | — | 113 shares | $2,530 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 | — | 44 shares | $2,527 |
| HAPPEN INC COM NEW | Stock | 52603A208 | — | 171 shares | $2,527 |
| PC CONNECTION INC COM | Stock | 69318J100 | — | 28 shares | $2,526 |
| BRUKER CORP COM | Stock | 116794108 | — | 39 shares | $2,525 |
| CHEMED CORP NEW COM | Stock | 16359R103 | — | 5 shares | $2,525 |
| WESTERN UN CO COM | Stock | 959802109 | — | 428 shares | $2,525 |
| QUAKER HOUGHTON COM | Stock | 747316107 | — | 16 shares | $2,524 |
| UNITED FIRE GROUP INC COM | Stock | 910340108 | — | 48 shares | $2,524 |
| SILVACO GROUP INC COM | Stock | 82728C102 | — | 288 shares | $2,523 |
| EXPAND ENERGY CORPORATION COM | Stock | 165167735 | — | 30 shares | $2,523 |
| SONOS INC COM | Stock | 83570H108 | — | 141 shares | $2,522 |
| STONEX GROUP INC COM | Stock | 861896108 | — | 39 shares | $2,521 |
| NEXTDECADE CORP COM | Stock | 65342K105 | — | 397 shares | $2,521 |
| ALBERTSONS COMPANIES INC COMMON STOCK | Stock | 013091103 | — | 217 shares | $2,519 |
| MURPHY OIL CORP COM | Stock | 626717102 | — | 68 shares | $2,517 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 7 shares | $2,517 |
| TKO GROUP HOLDINGS INC CL A | Stock | 87256C101 | — | 14 shares | $2,516 |
| CBIZ INC COM | Stock | 124805102 | — | 46 shares | $2,516 |
| VIAVI SOLUTIONS INC COM | Stock | 925550105 | — | 60 shares | $2,515 |
| VIRTUS INVT PARTNERS INC COM | Stock | 92828Q109 | — | 19 shares | $2,514 |
| PINTEREST INC CL A | Stock | 72352L106 | — | 133 shares | $2,512 |
| DARDEN RESTAURANTS INC COM | Stock | 237194105 | — | 13 shares | $2,512 |
| APOGEE ENTERPRISES INC COM | Stock | 037598109 | — | 71 shares | $2,511 |
| LIBERTY GLOBAL LTD COM CL A | Stock | G61188101 | — | 275 shares | $2,511 |
| AMERICAN ASSETS TR INC COM | REIT | 024013104 | — | 118 shares | $2,509 |
| CEVA INC COM | Stock | 157210105 | — | 71 shares | $2,508 |
| FOX CORP CL A COM | Stock | 35137L105 | — | 40 shares | $2,506 |
| BECTON DICKINSON & CO COM | Stock | 075887109 | — | 14 shares | $2,506 |
| DINE BRANDS GLOBAL INC COM | Stock | 254423106 | — | 90 shares | $2,505 |
| WESTERN NEW ENG BANCORP INC COM | Stock | 958892101 | — | 183 shares | $2,505 |
| SPROTT COPPER MINERS ETF | ETF | 85208P881 | — | 60 shares | $2,504 |
| ESAB CORPORATION COM | Stock | 29605J106 | — | 38 shares | $2,503 |
| CASS INFORMATION SYS INC COM | Stock | 14808P109 | — | 47 shares | $2,503 |
| ATMOS ENERGY CORP COM | Stock | 049560105 | — | 16 shares | $2,503 |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 636274409 | — | 33 shares | $2,502 |
| ALLEGIANT TRAVEL CO COM | Stock | 01748X102 | — | 33 shares | $2,501 |
| SOUNDTHINKING INC COM | Stock | 82536T107 | — | 301 shares | $2,501 |
| INSIGHT ENTERPRISES INC COM | Stock | 45765U103 | — | 16 shares | $2,501 |
| PORCH GROUP INC COM | Stock | 733245104 | — | 150 shares | $2,499 |
| BLUE BIRD CORP COM | Stock | 095306106 | — | 45 shares | $2,498 |
| ISHARES RUSSELL 1000 ETF | ETF | 464287622 | — | 6 shares | $2,497 |
| TRUSTCO BK CORP N Y COM NEW | Stock | 898349204 | — | 46 shares | $2,497 |
| SEMTECH CORP COM | Stock | 816850101 | — | 14 shares | $2,497 |
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 047726104 | — | 43 shares | $2,495 |
| WSFS FINL CORP COM | Stock | 929328102 | — | 33 shares | $2,494 |
| MOHAWK INDS INC COM | Stock | 608190104 | — | 20 shares | $2,494 |
| ZILLOW GROUP INC CL A | Stock | 98954M101 | — | 90 shares | $2,493 |
| F&G ANNUITIES & LIFE INC COMMON STOCK | Stock | 30190A104 | — | 115 shares | $2,493 |
| REZOLVE AI PLC ORD SHS | Stock | G75398100 | — | 1,149 shares | $2,493 |
| AEHR TEST SYS COM | Stock | 00760J108 | — | 25 shares | $2,491 |
| AIR INDS GROUP COM | Stock | 00912N205 | — | 977 shares | $2,491 |
| EXPAND ENERGY CORPORATION COM | Stock | 165167735 | — | 30 shares | $2,490 |
| DARLING INGREDIENTS INC COM | Stock | 237266101 | — | 41 shares | $2,489 |
| LANTHEUS HLDGS INC COM | Stock | 516544103 | — | 25 shares | $2,488 |
| SABLE OFFSHORE CORP COM SHS | Stock | 78574H104 | — | 719 shares | $2,488 |
| CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | — | 22 shares | $2,487 |
| RESIDEO TECHNOLOGIES INC COM | Stock | 76118Y104 | — | 137 shares | $2,487 |
| TENNANT CO COM | Stock | 880345103 | — | 37 shares | $2,487 |
| UNITIL CORP COM | Stock | 913259107 | — | 49 shares | $2,487 |
| ECOVYST INC COM | Stock | 27923Q109 | — | 253 shares | $2,487 |
| COHEN & STEERS INC COM | Stock | 19247A100 | — | 34 shares | $2,486 |
| CENTENE CORP DEL COM | Stock | 15135B101 | — | 40 shares | $2,485 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 7 shares | $2,485 |
| TELEFONICA BRASIL SA SPONSORED ADS | ADR | 87936R205 | — | 217 shares | $2,485 |
| FISERV INC COM | Stock | 337738108 | — | 55 shares | $2,485 |
| B2GOLD CORP COM | Stock | 11777Q209 | — | 476 shares | $2,485 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 | — | 27 shares | $2,484 |
| INTELLIA THERAPEUTICS INC COM | Stock | 45826J105 | — | 206 shares | $2,484 |
| UNDER ARMOUR INC CL C | Stock | 904311206 | — | 571 shares | $2,484 |
| SKYWARD SPECIALTY INS GROUP IN COM | Stock | 830940102 | — | 47 shares | $2,482 |
| ARTERIS INC COM | Stock | 04302A104 | — | 105 shares | $2,482 |
| CLEAN HARBORS INC COM | Stock | 184496107 | — | 8 shares | $2,482 |
| CARTER BANKSHARES INC COM NEW | Stock | 146103106 | — | 83 shares | $2,481 |
| FRANKLIN COVEY CO COM | Stock | 353469109 | — | 145 shares | $2,480 |
| NATERA INC COM | Stock | 632307104 | — | 6 shares | $2,480 |
| PERRIGO CO PLC SHS | Stock | G97822103 | — | 168 shares | $2,480 |
| POST HLDGS INC COM | Stock | 737446104 | — | 34 shares | $2,477 |
| MSC INDL DIRECT INC CL A | Stock | 553530106 | — | 20 shares | $2,474 |