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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) |
|---|---|---|---|---|---|
| NUTANIX INC CL A | Stock | 67059N108 | — | 27 shares | $1,901 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 | — | 8 shares | $1,900 |
| CREDICORP LTD COM | Stock | G2519Y108 | — | 5 shares | $1,899 |
| TG THERAPEUTICS INC COM | Stock | 88322Q108 | — | 34 shares | $1,897 |
| GRUPO TELEVISA S A B SPON ADR REP ORD | ADR | 40049J206 | — | 832 shares | $1,897 |
| SITEONE LANDSCAPE SUPPLY INC COM | Stock | 82982L103 | — | 21 shares | $1,897 |
| ALLEGIANT TRAVEL CO COM | Stock | 01748X102 | — | 25 shares | $1,895 |
| EQT CORP COM | Stock | 26884L109 | — | 39 shares | $1,894 |
| PARK-OHIO HLDGS CORP COM | Stock | 700666100 | — | 41 shares | $1,894 |
| EQT CORP COM | Stock | 26884L109 | — | 39 shares | $1,894 |
| I3 VERTICALS INC COM CL A | Stock | 46571Y107 | — | 137 shares | $1,893 |
| QUAKER HOUGHTON COM | Stock | 747316107 | — | 12 shares | $1,893 |
| HUDSON PACIFIC PROPERTIES INC COM | REIT | 444097406 | — | 164 shares | $1,893 |
| AES CORP COM | Stock | 00130H105 | — | 127 shares | $1,892 |
| EXLSERVICE HLDGS INC COM | Stock | 302081104 | — | 55 shares | $1,891 |
| BJS RESTAURANTS INC COM | Stock | 09180C106 | — | 33 shares | $1,891 |
| CONSTRUCTION PARTNERS INC COM CL A | Stock | 21044C107 | — | 21 shares | $1,891 |
| ARGAN INC COM | Stock | 04010E109 | — | 5 shares | $1,890 |
| MASTERBRAND INC COMMON STOCK | Stock | 57638P104 | — | 270 shares | $1,890 |
| FACTSET RESH SYS INC COM | Stock | 303075105 | — | 7 shares | $1,890 |
| ANGI INC CL A NEW | Stock | 00183L201 | — | 328 shares | $1,889 |
| DIGITAL TURBINE INC COM NEW | Stock | 25400W102 | — | 170 shares | $1,887 |
| MILLERKNOLL INC COM | Stock | 600544100 | — | 96 shares | $1,887 |
| UNITED AIRLS HLDGS INC COM | Stock | 910047109 | — | 17 shares | $1,886 |
| VIAVI SOLUTIONS INC COM | Stock | 925550105 | — | 45 shares | $1,886 |
| CARLSMED INC COM | Stock | 14280C105 | — | 134 shares | $1,885 |
| CLARITEV CORPORATION CL A NEW | Stock | 62548M209 | — | 89 shares | $1,884 |
| UNITED BANKSHARES INC WEST VA COM | Stock | 909907107 | — | 41 shares | $1,884 |
| VONTIER CORPORATION COM | Stock | 928881101 | — | 60 shares | $1,884 |
| XEROX HOLDINGS CORP COM NEW | Stock | 98421M106 | — | 595 shares | $1,883 |
| CADRE HLDGS INC COM | Stock | 12763L105 | — | 75 shares | $1,882 |
| BLUE OWL CAPITAL INC COM CL A | Stock | 09581B103 | — | 207 shares | $1,882 |
| JETBLUE AIRWAYS CORP COM | Stock | 477143101 | — | 445 shares | $1,882 |
| FIRST WATCH RESTAURANT GROUP I COM | Stock | 33748L101 | — | 185 shares | $1,881 |
| BIRKENSTOCK HOLDING PLC COM SHS | Stock | M2029K104 | — | 58 shares | $1,880 |
| PERMIAN RESOURCES CORP CLASS A COM | Stock | 71424F105 | — | 89 shares | $1,880 |
| VAXCYTE INC COM | Stock | 92243G108 | — | 33 shares | $1,878 |
| SOUTH PLAINS FINANCIAL INC COM | Stock | 83946P107 | — | 45 shares | $1,878 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 11 shares | $1,878 |
| TENAX THERAPEUTICS INC COM NEW | Stock | 88032L605 | — | 993 shares | $1,877 |
| TALEN ENERGY CORP COM | Stock | 87422Q109 | — | 6 shares | $1,876 |
| GENWORTH FINL INC COM SHS | Stock | 37247D106 | — | 209 shares | $1,875 |
| RITHM CAPITAL CORP COM NEW | REIT | 64828T201 | — | 210 shares | $1,875 |
| BOX INC CL A | Stock | 10316T104 | — | 56 shares | $1,875 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 6 shares | $1,874 |
| HORMEL FOODS CORP COM | Stock | 440452100 | — | 94 shares | $1,874 |
| LAMAR ADVERTISING CO CL A | REIT | 512816109 | — | 13 shares | $1,873 |
| MEDPACE HLDGS INC COM | Stock | 58506Q109 | — | 3 shares | $1,873 |
| MEDPACE HLDGS INC COM | Stock | 58506Q109 | — | 3 shares | $1,873 |
| NEOGENOMICS INC COM NEW | Stock | 64049M209 | — | 102 shares | $1,873 |
| DOVER CORP COM | Stock | 260003108 | — | 10 shares | $1,871 |
| ZIFF DAVIS INC COM | Stock | 48123V102 | — | 33 shares | $1,871 |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 636274409 | — | 25 shares | $1,870 |
| ROSS STORES INC COM | Stock | 778296103 | — | 8 shares | $1,870 |
| FIRST MERCHANTS CORP COM | Stock | 320817109 | — | 47 shares | $1,870 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 9 shares | $1,868 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 9 shares | $1,868 |
| CENTURY COMMUNITIES INC COM | Stock | 156504300 | — | 31 shares | $1,868 |
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 14 shares | $1,867 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 28 shares | $1,866 |
| GALAXY DIGITAL INC. CL A | Stock | 36317J209 | — | 82 shares | $1,865 |
| GARTNER INC COM | Stock | 366651107 | — | 10 shares | $1,865 |
| QUEST DIAGNOSTICS INC COM | Stock | 74834L100 | — | 8 shares | $1,865 |
| INSPERITY INC COM | Stock | 45778Q107 | — | 40 shares | $1,864 |
| TRINITY INDS INC COM | Stock | 896522109 | — | 73 shares | $1,864 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 10 shares | $1,864 |
| MIDDLEBY CORP COM | Stock | 596278101 | — | 18 shares | $1,864 |
| CENTURI HOLDINGS INC COM SHS | Stock | 155923105 | — | 93 shares | $1,864 |
| EVENTIDE INTERNATIONAL ETF | ETF | 86280R761 | — | 65 shares | $1,863 |
| DOUBLEVERIFY HLDGS INC COM | Stock | 25862V105 | — | 138 shares | $1,862 |
| FLEXSTEEL INDS INC COM | Stock | 339382103 | — | 22 shares | $1,862 |
| KORN FERRY COM NEW | Stock | 500643200 | — | 26 shares | $1,861 |
| PANGAEA LOGISTICS SOLUTION LTD SHS | Stock | G6891L105 | — | 232 shares | $1,861 |
| MVB FINL CORP COM | Stock | 553810102 | — | 64 shares | $1,860 |
| DESCARTES SYS GROUP INC COM | Stock | 249906108 | — | 23 shares | $1,860 |
| ETSY INC COM | Stock | 29786A106 | — | 26 shares | $1,859 |
| WEX INC COM | Stock | 96208T104 | — | 11 shares | $1,856 |
| GUIDEWIRE SOFTWARE INC COM | Stock | 40171V100 | — | 13 shares | $1,854 |
| HDFC BANK LTD SPONSORED ADS | ADR | 40415F101 | — | 83 shares | $1,854 |
| VONTIER CORPORATION COM | Stock | 928881101 | — | 59 shares | $1,853 |
| PEDIATRIX MEDICAL GROUP INC COM | Stock | 58502B106 | — | 72 shares | $1,853 |
| LINCOLN ELEC HLDGS INC COM | Stock | 533900106 | — | 7 shares | $1,852 |
| TRUIST FINL CORP COM | Stock | 89832Q109 | — | 40 shares | $1,852 |
| VALMONT INDS INC COM | Stock | 920253101 | — | 4 shares | $1,852 |
| FIREFLY AEROSPACE INC COM | Stock | 31816X106 | — | 80 shares | $1,852 |
| BCE INC COM NEW | Stock | 05534B760 | — | 91 shares | $1,851 |
| DUOLINGO INC CL A COM | Stock | 26603R106 | — | 13 shares | $1,851 |
| METROCITY BANKSHARES INC COM | Stock | 59165J105 | — | 54 shares | $1,851 |
| CUSTOMERS BANCORP INC COM | Stock | 23204G100 | — | 25 shares | $1,850 |
| LIBERTY ENERGY INC COM CL A | Stock | 53115L104 | — | 102 shares | $1,850 |
| CSQUARE INC COMMON STOCK | Stock | 22946R101 | — | 117 shares | $1,850 |
| GRAYSCALE BITCOIN MINI TRUST ETF | ETF | 389930207 | — | 50 shares | $1,848 |
| SIBANYE STILLWATER LTD SPONSORED ADR | ADR | 82575P107 | — | 181 shares | $1,848 |
| MATCH GROUP INC NEW COM | Stock | 57667L107 | — | 46 shares | $1,847 |
| EXPEDIA GROUP INC COM NEW | Stock | 30212P303 | — | 7 shares | $1,846 |
| KOHLS CORP COM | Stock | 500255104 | — | 100 shares | $1,846 |
| SEACOAST BKG CORP FLA COM NEW | Stock | 811707801 | — | 58 shares | $1,846 |
| ESAB CORPORATION COM | Stock | 29605J106 | — | 28 shares | $1,845 |
| GRACO INC COM | Stock | 384109104 | — | 24 shares | $1,844 |
| UNIVEST FINANCIAL CORPORATION COM | Stock | 915271100 | — | 45 shares | $1,844 |