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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) |
|---|---|---|---|---|---|
| CHARLES RIV LABS INTL INC COM | Stock | 159864107 | — | 5 shares | $1,475 |
| INNOVATIVE INDL PPTYS INC COM | REIT | 45781V101 | — | 28 shares | $1,475 |
| AVISTA CORP COM | Stock | 05379B107 | — | 42 shares | $1,474 |
| COHEN & STEERS REIT & PFD & COM | CEF | 19247X100 | — | 79 shares | $1,474 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 12 shares | $1,474 |
| SOHU COM LTD SPONSORED ADS | ADR | 83410S108 | — | 114 shares | $1,473 |
| RANGER ENERGY SVCS INC COM CL A | Stock | 75282U104 | — | 97 shares | $1,473 |
| SLM CORP COM | Stock | 78442P106 | — | 65 shares | $1,471 |
| DORMAN PRODS INC COM | Stock | 258278100 | — | 12 shares | $1,471 |
| ALCOA CORP COM | Stock | 013872106 | — | 35 shares | $1,470 |
| KURA SUSHI USA INC CL A COM | Stock | 501270102 | — | 36 shares | $1,469 |
| ISHARES CORE 40/60 MODERATE ALLOCATION ETF | ETF | 464289875 | — | 30 shares | $1,468 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 32 shares | $1,468 |
| VULCAN MATLS CO COM | Stock | 929160109 | — | 6 shares | $1,468 |
| MAZE THERAPEUTICS INC COM | Stock | 578784100 | — | 54 shares | $1,468 |
| QCR HLDGS INC COM | Stock | 74727A104 | — | 15 shares | $1,468 |
| U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES | ETF | 25239Y212 | — | 33 shares | $1,467 |
| COLUMBUS MCKINNON CORP N Y COM | Stock | 199333105 | — | 92 shares | $1,466 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 15 shares | $1,466 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 18 shares | $1,465 |
| BULLISH ORD SHS | Stock | G16910120 | — | 42 shares | $1,465 |
| SONOCO PRODS CO COM | Stock | 835495102 | — | 30 shares | $1,465 |
| CLARIVATE PLC ORD SHS | Stock | G21810109 | — | 877 shares | $1,465 |
| CELANESE CORP DEL COM | Stock | 150870103 | — | 33 shares | $1,464 |
| FARMLAND PARTNERS INC COM | REIT | 31154R109 | — | 129 shares | $1,464 |
| SS&C TECH HLDGS COM | Stock | 78467J100 | — | 19 shares | $1,464 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 44 shares | $1,464 |
| WARNER MUSIC GROUP CORP COM CL A | Stock | 934550203 | — | 53 shares | $1,463 |
| AFFILIATED MANAGERS GROUP COM | Stock | 008252108 | — | 4 shares | $1,462 |
| SPOTIFY TECHNOLOGY S A SHS | Stock | L8681T102 | — | 3 shares | $1,462 |
| ARCHER AVIATION INC COM CL A | Stock | 03945R102 | — | 294 shares | $1,461 |
| HIMALAYA SHIPPING LTD ORD SHS | Stock | G4660A103 | — | 84 shares | $1,459 |
| MGM RESORTS INTERNATIONAL COM | Stock | 552953101 | — | 47 shares | $1,459 |
| LITHIA MTRS INC COM | Stock | 536797103 | — | 5 shares | $1,459 |
| HALEON PLC SPON ADS | ADR | 405552100 | — | 162 shares | $1,458 |
| SNAP INC CL A | Stock | 83304A106 | — | 270 shares | $1,458 |
| CRANE COMPANY COMMON STOCK | Stock | 224408104 | — | 7 shares | $1,458 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 13 shares | $1,457 |
| POOL CORP COM | Stock | 73278L105 | — | 9 shares | $1,457 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 65 shares | $1,455 |
| APTARGROUP INC COM | Stock | 038336103 | — | 12 shares | $1,454 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | Stock | 65336K103 | — | 9 shares | $1,454 |
| NU SKIN ENTERPRISES INC CL A | Stock | 67018T105 | — | 321 shares | $1,454 |
| OLD NATL BANCORP IND COM | Stock | 680033107 | — | 59 shares | $1,454 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 10 shares | $1,454 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | Stock | 65336K103 | — | 9 shares | $1,454 |
| INDEPENDENCE RLTY TR INC COM | REIT | 45378A106 | — | 100 shares | $1,453 |
| MACERICH CO COM | REIT | 554382101 | — | 65 shares | $1,453 |
| MIRUM PHARMACEUTICALS INC COM | Stock | 604749101 | — | 17 shares | $1,453 |
| MIRUM PHARMACEUTICALS INC COM | Stock | 604749101 | — | 17 shares | $1,453 |
| DIODES INC COM | Stock | 254543101 | — | 15 shares | $1,452 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 17 shares | $1,452 |
| ACADIA PHARMACEUTICALS INC COM | Stock | 004225108 | — | 72 shares | $1,451 |
| CONSTELLIUM SE CL A SHS | Stock | F21107101 | — | 60 shares | $1,451 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 2 shares | $1,450 |
| TOAST INC CL A | Stock | 888787108 | — | 50 shares | $1,450 |
| CELSIUS HLDGS INC COM NEW | Stock | 15118V207 | — | 53 shares | $1,450 |
| BOWMAN CONSULTING GROUP LTD COM | Stock | 103002101 | — | 34 shares | $1,450 |
| MIDDLEBY CORP COM | Stock | 596278101 | — | 14 shares | $1,450 |
| LIBERTY GLOBAL LTD COM CL C | Stock | G61188127 | — | 163 shares | $1,449 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 7 shares | $1,449 |
| ARM HOLDINGS PLC SPONSORED ADS | ADR | 042068205 | — | 5 shares | $1,448 |
| KAISER ALUMINIUM CORPORATION COM PAR $0.01 | Stock | 483007704 | — | 10 shares | $1,448 |
| RADNET INC COM | Stock | 750491102 | — | 21 shares | $1,448 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 5 shares | $1,448 |
| NATURES SUNSHINE PRODS INC COM | Stock | 639027101 | — | 114 shares | $1,447 |
| TRIP COM GROUP LTD ADS | ADR | 89677Q107 | — | 37 shares | $1,447 |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 13646K108 | — | 17 shares | $1,447 |
| TECK RESOURCES LTD CL B | Stock | 878742204 | — | 22 shares | $1,447 |
| CELESTICA INC COM | Stock | 15101Q207 | — | 4 shares | $1,446 |
| O-I GLASS INC COM | Stock | 67098H104 | — | 256 shares | $1,446 |
| U HAUL HOLDING COMPANY COM | Stock | 023586100 | — | 24 shares | $1,444 |
| MATADOR RES CO COM | Stock | 576485205 | — | 28 shares | $1,444 |
| UNDER ARMOUR INC CL C | Stock | 904311206 | — | 332 shares | $1,444 |
| HIGHPEAK ENERGY INC COM | Stock | 43114Q105 | — | 177 shares | $1,444 |
| OKLO INC COM CL A | Stock | 02156V109 | — | 39 shares | $1,444 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 464287887 | — | 9 shares | $1,443 |
| CHARTER COMMUNICATIONS INC CL A | Stock | 16119P108 | — | 13 shares | $1,442 |
| HALLADOR ENERGY COMPANY COM | Stock | 40609P105 | — | 104 shares | $1,442 |
| CSX CORP COM | Stock | 126408103 | — | 31 shares | $1,442 |
| BALLYS CORPORATION COMMON STOCK | Stock | 05875B304 | — | 105 shares | $1,441 |
| SBA COMMUNICATIONS CORP CL A | REIT | 78410G104 | — | 9 shares | $1,441 |
| FOX CORP CL A COM | Stock | 35137L105 | — | 23 shares | $1,441 |
| FEDERAL SIGNAL CORP COM | Stock | 313855108 | — | 13 shares | $1,440 |
| KOHLS CORP COM | Stock | 500255104 | — | 78 shares | $1,440 |
| GREIF INC CL B | Stock | 397624206 | — | 14 shares | $1,440 |
| YUM CHINA HLDGS INC COM | Stock | 98850P109 | — | 35 shares | $1,439 |
| EXPONENT INC COM | Stock | 30214U102 | — | 22 shares | $1,439 |
| SERVISFIRST BANCSHARES INC COM | Stock | 81768T108 | — | 36 shares | $1,439 |
| COOPER-STANDARD HOLDINGS INC COM | Stock | 21676P103 | — | 69 shares | $1,438 |
| REVOLUTION MEDICINES INC COM | Stock | 76155X100 | — | 7 shares | $1,437 |
| VISA INC COM CL A | Stock | 92826C839 | — | 4 shares | $1,437 |
| WSFS FINL CORP COM | Stock | 929328102 | — | 19 shares | $1,436 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 | — | 39 shares | $1,435 |
| ANIKA THERAPEUTICS INC COM | Stock | 035255108 | — | 73 shares | $1,435 |
| TENARIS S A SPONSORED ADS | ADR | 88031M109 | — | 26 shares | $1,435 |
| ADEIA INC COM | Stock | 00676P107 | — | 56 shares | $1,434 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 23345M107 | — | 12 shares | $1,434 |
| HENRY JACK & ASSOC INC COM | Stock | 426281101 | — | 10 shares | $1,434 |
| SIGNET JEWELERS LTD SHS | Stock | G81276100 | — | 14 shares | $1,433 |