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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) |
|---|---|---|---|---|---|
| TPG RE FIN TR INC COM | REIT | 87266M107 | — | 217 shares | $1,358 |
| WOLVERINE WORLD WIDE INC COM | Stock | 978097103 | — | 71 shares | $1,357 |
| CHOICEONE FINANCIA COM | Stock | 170386106 | — | 42 shares | $1,357 |
| VIPER ENERGY INC CL A | Stock | 64361Q101 | — | 34 shares | $1,356 |
| POLARIS INC COM | Stock | 731068102 | — | 26 shares | $1,356 |
| FIVE STAR BANCORP COM | Stock | 33830T103 | — | 32 shares | $1,356 |
| BIOGEN INC COM | Stock | 09062X103 | — | 6 shares | $1,355 |
| UPWORK INC COM | Stock | 91688F104 | — | 166 shares | $1,355 |
| SITEONE LANDSCAPE SUPPLY INC COM | Stock | 82982L103 | — | 15 shares | $1,355 |
| DXC TECHNOLOGY CO COM | Stock | 23355L106 | — | 125 shares | $1,354 |
| GERMAN AMERN BANCORP INC COM | Stock | 373865104 | — | 28 shares | $1,354 |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 538034109 | — | 8 shares | $1,354 |
| SENTINELONE INC CL A | Stock | 81730H109 | — | 57 shares | $1,354 |
| DHT HOLDINGS INC SHS NEW | Stock | Y2065G121 | — | 60 shares | $1,354 |
| JETBLUE AIRWAYS CORP COM | Stock | 477143101 | — | 320 shares | $1,354 |
| FIRST HAWAIIAN INC COM | Stock | 32051X108 | — | 55 shares | $1,354 |
| RELAY THERAPEUTICS INC COM | Stock | 75943R102 | — | 75 shares | $1,354 |
| BATH & BODY WORKS INC COM | Stock | 070830104 | — | 85 shares | $1,353 |
| FEDERATED HERMES INC CL B | Stock | 314211103 | — | 24 shares | $1,353 |
| JOHNSON OUTDOORS INC CL A | Stock | 479167108 | — | 31 shares | $1,353 |
| SCHOLAR ROCK HLDG CORP COM | Stock | 80706P103 | — | 28 shares | $1,353 |
| TWIST BIOSCIENCE CORP COM | Stock | 90184D100 | — | 7 shares | $1,353 |
| TWIST BIOSCIENCE CORP COM | Stock | 90184D100 | — | 7 shares | $1,353 |
| OCEANEERING INTL INC COM | Stock | 675232102 | — | 31 shares | $1,353 |
| WESTERN ALLIANCE BANCORP COM | Stock | 957638109 | — | 18 shares | $1,352 |
| PILGRIMS PRIDE CORP COM | Stock | 72147K108 | — | 50 shares | $1,351 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 11 shares | $1,351 |
| MIDLAND STATES BANCORP INC COM | Stock | 597742105 | — | 42 shares | $1,351 |
| EDGEWELL PERSONAL CARE CO COM | Stock | 28035Q102 | — | 50 shares | $1,349 |
| GSK PLC SPONSORED ADR | ADR | 37733W204 | — | 28 shares | $1,349 |
| HILLMAN SOLUTIONS CORP COM | Stock | 431636109 | — | 193 shares | $1,349 |
| ARTERIS INC COM | Stock | 04302A104 | — | 57 shares | $1,347 |
| EVERSOURCE ENERGY COM | Stock | 30040W108 | — | 21 shares | $1,347 |
| INFLEQTION INC COM SHS | Stock | 45676K103 | — | 100 shares | $1,347 |
| STANTEC INC COM | Stock | 85472N109 | — | 20 shares | $1,347 |
| UNIVERSAL INS HLDGS INC COM | Stock | 91359V107 | — | 32 shares | $1,347 |
| SAFETY INS GROUP INC COM | Stock | 78648T100 | — | 13 shares | $1,347 |
| TREVI THERAPEUTICS INC COM | Stock | 89532M101 | — | 94 shares | $1,346 |
| ALLEGRO MICROSYSTEMS INC COM | Stock | 01749D105 | — | 37 shares | $1,345 |
| CHENIERE ENERGY INC COM NEW | Stock | 16411R208 | — | 5 shares | $1,345 |
| EXPAND ENERGY CORPORATION COM | Stock | 165167735 | — | 16 shares | $1,345 |
| RIVERVIEW BANCORP INC COM | Stock | 769397100 | — | 226 shares | $1,345 |
| ALLEGRO MICROSYSTEMS INC COM | Stock | 01749D105 | — | 37 shares | $1,345 |
| SPHERE ENTERTAINMENT CO CL A | Stock | 55826T102 | — | 10 shares | $1,344 |
| SCHEIN HENRY INC COM | Stock | 806407102 | — | 16 shares | $1,344 |
| SPHERE ENTERTAINMENT CO CL A | Stock | 55826T102 | — | 10 shares | $1,344 |
| DEERE & CO COM | Stock | 244199105 | — | 2 shares | $1,343 |
| INSTALLED BLDG PRODS INC COM | Stock | 45780R101 | — | 7 shares | $1,343 |
| DILLARDS INC CL A | Stock | 254067101 | — | 2 shares | $1,340 |
| WILLSCOT HLDGS CORP COM CL A | Stock | 971378104 | — | 78 shares | $1,340 |
| LXP INDUSTRIAL TRUST COM | REIT | 529043408 | — | 22 shares | $1,340 |
| AMCOR PLC COM NEW | Stock | G0250X149 | — | 32 shares | $1,340 |
| ARIS MINING CORPORATION COM | Stock | 04040Y109 | — | 77 shares | $1,340 |
| SNAP INC CL A | Stock | 83304A106 | — | 248 shares | $1,339 |
| GREIF INC CL B | Stock | 397624206 | — | 13 shares | $1,338 |
| HUNTINGTON INGALLS INDS INC COM | Stock | 446413106 | — | 5 shares | $1,338 |
| MONTAUK RENEWABLES INC COM | Stock | 61218C103 | — | 490 shares | $1,338 |
| SITE CTRS CORP COM | REIT | 82981J851 | — | 397 shares | $1,338 |
| CORBUS PHARMACEUTICALS HLDGS COM NEW | Stock | 21833P301 | — | 196 shares | $1,337 |
| SEACOAST BKG CORP FLA COM NEW | Stock | 811707801 | — | 42 shares | $1,337 |
| ENOVA INTL INC COM | Stock | 29357K103 | — | 8 shares | $1,337 |
| VIASAT INC COM | Stock | 92552V100 | — | 19 shares | $1,337 |
| FTAI AVIATION LTD SHS | Stock | G3730V105 | — | 8 shares | $1,336 |
| NAYAX LTD SHS | Stock | M7S750159 | — | 28 shares | $1,336 |
| COMPANIA CERVECERIAS UNIDAS S SPONSORED ADR | ADR | 204429104 | — | 128 shares | $1,335 |
| NICE LTD SPONSORED ADR | ADR | 653656108 | — | 12 shares | $1,335 |
| AEVA TECHNOLOGIES INC COM NEW | Stock | 00835Q202 | — | 95 shares | $1,334 |
| ORUKA THERAPEUTICS INC COM | Stock | 687604108 | — | 16 shares | $1,333 |
| RHYTHM PHARMACEUTICALS INC COM | Stock | 76243J105 | — | 14 shares | $1,333 |
| BRC INC COM SHS CL A | Stock | 05601U204 | — | 147 shares | $1,332 |
| SEABRIDGE GOLD INC COM | Stock | 811927102 | — | 47 shares | $1,332 |
| BOYD GAMING CORP COM | Stock | 103304101 | — | 20 shares | $1,331 |
| DOMINION ENERGY INC COM | Stock | 25746U109 | — | 22 shares | $1,331 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 40 shares | $1,331 |
| SIONNA THERAPEUTICS INC COM | Stock | 829401108 | — | 253 shares | $1,331 |
| HUTCHMED CHINA LTD SPONSORED ADS | ADR | 44842L103 | — | 91 shares | $1,331 |
| KRYSTAL BIOTECH INC COM | Stock | 501147102 | — | 4 shares | $1,330 |
| KRYSTAL BIOTECH INC COM | Stock | 501147102 | — | 4 shares | $1,330 |
| KRYSTAL BIOTECH INC COM | Stock | 501147102 | — | 4 shares | $1,330 |
| ROYAL CARIBBEAN GROUP COM | Stock | V7780T103 | — | 5 shares | $1,329 |
| SILICON LABORATORIES INC COM | Stock | 826919102 | — | 6 shares | $1,329 |
| AMERICOLD REALTY TRUST INC COM | REIT | 03064D108 | — | 95 shares | $1,328 |
| NABORS INDUSTRIES LTD SHS | Stock | G6359F137 | — | 17 shares | $1,328 |
| KODIAK SCIENCES INC COM | Stock | 50015M109 | — | 14 shares | $1,327 |
| ELEVRA LITHIUM LTD SPONSORED ADS | ADR | 805700101 | — | 34 shares | $1,327 |
| FAIR ISAAC CORP COM | Stock | 303250104 | — | 2 shares | $1,327 |
| NATIONAL VISION HLDGS INC COM | Stock | 63845R107 | — | 81 shares | $1,327 |
| ATI INC COM | Stock | 01741R102 | — | 7 shares | $1,326 |
| SOUTH BOW CORP COM | Stock | 83671M105 | — | 40 shares | $1,325 |
| SUN LIFE FINANCIAL INC. COM | Stock | 866796105 | — | 17 shares | $1,325 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 | — | 36 shares | $1,325 |
| BOOT BARN HLDGS INC COM | Stock | 099406100 | — | 11 shares | $1,325 |
| AURORA INNOVATION INC CLASS A COM | Stock | 051774107 | — | 239 shares | $1,324 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 5 shares | $1,324 |
| MATTHEWS INTL CORP CL A | Stock | 577128101 | — | 69 shares | $1,324 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 | — | 7 shares | $1,324 |
| REPLIMUNE GROUP INC COM | Stock | 76029N106 | — | 100 shares | $1,324 |
| DIREXION DAILY SEMICONDUCTOR BEAR 3X ETF | ETF | 25461H291 | — | 40 shares | $1,323 |
| LINCOLN ELEC HLDGS INC COM | Stock | 533900106 | — | 5 shares | $1,323 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 10 shares | $1,323 |