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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) |
|---|---|---|---|---|---|
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 11 shares | $974 |
| RAPPORT THERAPEUTICS INC COM | Stock | 75383L102 | — | 29 shares | $974 |
| CURBLINE PPTYS CORP COM | REIT | 23128Q101 | — | 35 shares | $974 |
| RAPPORT THERAPEUTICS INC COM | Stock | 75383L102 | — | 29 shares | $974 |
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 11 shares | $974 |
| BLUE OWL CAPITAL INC COM CL A | Stock | 09581B103 | — | 107 shares | $973 |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | Stock | 530909308 | — | 10 shares | $973 |
| TUCOWS INC COM NEW | Stock | 898697206 | — | 103 shares | $973 |
| ULTRA CLEAN HLDGS INC COM | Stock | 90385V107 | — | 12 shares | $973 |
| SILGAN HLDGS INC COM | Stock | 827048109 | — | 28 shares | $973 |
| WESBANCO INC COM | Stock | 950810101 | — | 26 shares | $973 |
| ALPHATEC HLDGS INC COM NEW | Stock | 02081G201 | — | 94 shares | $970 |
| AURORA INNOVATION INC CLASS A COM | Stock | 051774107 | — | 175 shares | $970 |
| CORE LABORATORIES INC COM | Stock | 21867A105 | — | 100 shares | $970 |
| SOLVENTUM CORP COM SHS | Stock | 83444M101 | — | 11 shares | $970 |
| STONEX GROUP INC COM | Stock | 861896108 | — | 15 shares | $970 |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | Stock | G52694109 | — | 13 shares | $970 |
| APTARGROUP INC COM | Stock | 038336103 | — | 8 shares | $969 |
| CORVEL CORP COM | Stock | 221006109 | — | 13 shares | $969 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | Stock | 65336K103 | — | 6 shares | $969 |
| SOLID BIOSCIENCES INC COM NEW | Stock | 83422E204 | — | 134 shares | $969 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 22 shares | $968 |
| DIODES INC COM | Stock | 254543101 | — | 10 shares | $968 |
| TIMOTHY PLAN US LARGE/MID CAP CORE ETF | ETF | 887432359 | — | 20 shares | $968 |
| LIFE360 INC COM | Stock | 532206109 | — | 24 shares | $967 |
| CYTEK BIOSCIENCES INC COM | Stock | 23285D109 | — | 162 shares | $966 |
| BRIGHTSPRING HEALTH SVCS INC COM | Stock | 10950A106 | — | 17 shares | $965 |
| DAVE INC CLASS A COM NEW | Stock | 23834J201 | — | 3 shares | $965 |
| DAVE INC CLASS A COM NEW | Stock | 23834J201 | — | 3 shares | $965 |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | ADR | 45857P806 | — | 6 shares | $965 |
| CLEAR SECURE INC COM CL A | Stock | 18467V109 | — | 23 shares | $965 |
| IONQ INC COM | Stock | 46222L108 | — | 22 shares | $965 |
| BRUNSWICK CORP COM | Stock | 117043109 | — | 15 shares | $964 |
| CASELLA WASTE SYS INC CL A | Stock | 147448104 | — | 12 shares | $964 |
| BOOT BARN HLDGS INC COM | Stock | 099406100 | — | 8 shares | $964 |
| DOW HLDGS INC COM | Stock | 260557103 | — | 35 shares | $964 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 9 shares | $963 |
| BORGWARNER INC COM | Stock | 099724106 | — | 16 shares | $962 |
| GROUP 1 AUTOMOTIVE INC COM | Stock | 398905109 | — | 4 shares | $962 |
| NVENT ELEC PLC SHS | Stock | G6700G107 | — | 6 shares | $962 |
| GREENBRIER COS INC COM | Stock | 393657101 | — | 24 shares | $962 |
| CRAWFORD & CO CL A | Stock | 224633206 | — | 77 shares | $961 |
| FOX CORP CL B COM | Stock | 35137L204 | — | 17 shares | $960 |
| MAGNUM ICE CREAM CO NV ORD SHS | Stock | N5505D105 | — | 54 shares | $960 |
| MAGNITE INC COM | Stock | 55955D100 | — | 38 shares | $960 |
| LIBERTY LATIN AMERICA LTD COM CL A | Stock | G9001E102 | — | 116 shares | $960 |
| FRANKLIN ELEC INC COM | Stock | 353514102 | — | 10 shares | $959 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 | — | 23 shares | $959 |
| JD.COM INC SPON ADS CL A | ADR | 47215P106 | — | 36 shares | $958 |
| ALTI GLOBAL INC CL A | Stock | 02157E106 | — | 320 shares | $957 |
| D R HORTON INC COM | Stock | 23331A109 | — | 7 shares | $957 |
| DOLLAR GEN CORP COM | Stock | 256677105 | — | 8 shares | $957 |
| DONALDSON INC COM | Stock | 257651109 | — | 11 shares | $957 |
| FOX CORP CL B COM | Stock | 35137L204 | — | 17 shares | $957 |
| ARHAUS INC COM CL A | Stock | 04035M102 | — | 101 shares | $956 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 6 shares | $956 |
| FB BANCORP INC COM | Stock | 31425A109 | — | 58 shares | $956 |
| TYLER TECHNOLOGIES INC COM | Stock | 902252105 | — | 3 shares | $956 |
| PENUMBRA INC COM | Stock | 70975L107 | — | 3 shares | $955 |
| WILEY JOHN & SONS INC CL A | Stock | 968223206 | — | 20 shares | $955 |
| AMPHASTAR PHARMACEUTICALS INC COM | Stock | 03209R103 | — | 37 shares | $955 |
| ALBANY INTL CORP CL A | Stock | 012348108 | — | 16 shares | $954 |
| DEFINITIVE HEALTHCARE CORP CLASS A COM | Stock | 24477E103 | — | 1,054 shares | $954 |
| SPECTRUM BRANDS HLDGS INC NEW COM | Stock | 84790A105 | — | 12 shares | $954 |
| TAL ED GROUP SPONSORED ADS | ADR | 874080104 | — | 79 shares | $954 |
| ALBANY INTL CORP CL A | Stock | 012348108 | — | 16 shares | $954 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ETF | 315912808 | — | 9 shares | $953 |
| NBT BANCORP INC COM | Stock | 628778102 | — | 19 shares | $953 |
| RIO TINTO PLC SPONSORED ADR | ADR | 767204100 | — | 10 shares | $953 |
| SAFEHOLD INC COM | REIT | 78646V107 | — | 81 shares | $953 |
| NUVATION BIO INC COM CL A | Stock | 67080N101 | — | 170 shares | $952 |
| CATHAY GEN BANCORP COM | Stock | 149150104 | — | 16 shares | $952 |
| CARLYLE GROUP INC COM | Stock | 14316J108 | — | 24 shares | $952 |
| WORTHINGTON STL INC COM SHS | Stock | 982104101 | — | 27 shares | $951 |
| CVB FINL CORP COM | Stock | 126600105 | — | 44 shares | $951 |
| MIMEDX GROUP INC COM | Stock | 602496101 | — | 204 shares | $951 |
| KITE REALTY GROUP TRUST COM NEW | REIT | 49803T300 | — | 39 shares | $951 |
| ATLANTIC UN BANKSHARES CORP COM | Stock | 04911A107 | — | 25 shares | $949 |
| FLOWERS FOODS INC COM | Stock | 343498101 | — | 171 shares | $949 |
| PATRICK INDS INC COM | Stock | 703343103 | — | 14 shares | $949 |
| HAEMONETICS CORP MASS COM | Stock | 405024100 | — | 9 shares | $948 |
| HAEMONETICS CORP MASS COM | Stock | 405024100 | — | 9 shares | $948 |
| INNOVATIVE INDL PPTYS INC COM | REIT | 45781V101 | — | 18 shares | $948 |
| LEMONADE INC COM | Stock | 52567D107 | — | 21 shares | $948 |
| ATI INC COM | Stock | 01741R102 | — | 5 shares | $947 |
| JACOBS SOLUTIONS INC COM | Stock | 46982L108 | — | 7 shares | $947 |
| FARMERS NATIONAL BANC CORP COM | Stock | 309627107 | — | 63 shares | $947 |
| AVISTA CORP COM | Stock | 05379B107 | — | 27 shares | $947 |
| ACCELERANT HOLDINGS CL A | Stock | G00894108 | — | 48 shares | $947 |
| M/I HOMES INC COM | Stock | 55305B101 | — | 7 shares | $946 |
| IBOTTA INC CLASS A COM SHS | Stock | 451051106 | — | 24 shares | $946 |
| EVENTIDE SMALL CAP ETF | ETF | 86280R134 | — | 33 shares | $945 |
| ONESPAWORLD HOLDINGS LIMITED COM | Stock | P73684113 | — | 42 shares | $945 |
| BGC GROUP INC CL A | Stock | 088929104 | — | 82 shares | $945 |
| CORE NATURAL RESOURCES INC COM SHS | Stock | 218937100 | — | 11 shares | $944 |
| LEAR CORP COM NEW | Stock | 521865204 | — | 8 shares | $944 |
| ABERCROMBIE & FITCH CO CL A | Stock | 002896207 | — | 7 shares | $943 |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | ADR | 647581206 | — | 17 shares | $943 |
| BULLISH ORD SHS | Stock | G16910120 | — | 27 shares | $942 |
| RAPPORT THERAPEUTICS INC COM | Stock | 75383L102 | — | 28 shares | $941 |