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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) |
|---|---|---|---|---|---|
| KONTOOR BRANDS INC COM | Stock | 50050N103 | — | 14 shares | $882 |
| MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | — | 19 shares | $882 |
| TURNING PT BRANDS INC COM | Stock | 90041L105 | — | 15 shares | $881 |
| NAVIGATOR HLDGS LTD SHS | Stock | Y62132108 | — | 38 shares | $881 |
| SCANSOURCE INC COM | Stock | 806037107 | — | 15 shares | $881 |
| VORNADO RLTY TR SH BEN INT | REIT | 929042109 | — | 26 shares | $881 |
| MERITAGE HOMES CORP COM | Stock | 59001A102 | — | 14 shares | $880 |
| CTS CORP COM | Stock | 126501105 | — | 15 shares | $880 |
| ACADIA HEALTHCARE COMPANY INC COM | Stock | 00404A109 | — | 32 shares | $880 |
| SCRIPPS E W CO OHIO CL A NEW | Stock | 811054402 | — | 338 shares | $879 |
| WATERS CORP COM | Stock | 941848103 | — | 2 shares | $879 |
| VONTIER CORPORATION COM | Stock | 928881101 | — | 28 shares | $879 |
| FIVE BELOW INC COM | Stock | 33829M101 | — | 4 shares | $878 |
| ENNIS INC COM | Stock | 293389102 | — | 39 shares | $878 |
| NATIONAL HEALTHCARE CORP COM | Stock | 635906100 | — | 4 shares | $878 |
| ERIE INDTY CO CL A | Stock | 29530P102 | — | 4 shares | $877 |
| MYR GROUP INC COM | Stock | 55405W104 | — | 3 shares | $877 |
| TWILIO INC CL A | Stock | 90138F102 | — | 3 shares | $877 |
| ORION S.A. COM | Stock | L72967109 | — | 156 shares | $877 |
| SANDRIDGE ENERGY INC COM NEW | Stock | 80007P869 | — | 65 shares | $877 |
| TWILIO INC CL A | Stock | 90138F102 | — | 3 shares | $877 |
| THOMSON REUTERS CORP COM | Stock | 884903881 | — | 9 shares | $876 |
| CBIZ INC COM | Stock | 124805102 | — | 16 shares | $875 |
| FIRST MERCHANTS CORP COM | Stock | 320817109 | — | 22 shares | $875 |
| TXNM ENERGY INC COM | Stock | 69349H107 | — | 15 shares | $875 |
| ERMENEGILDO ZEGNA N V ORD SHS | Stock | N30577105 | — | 70 shares | $875 |
| RUSH STREET INTERACTIVE INC COM | Stock | 782011100 | — | 43 shares | $874 |
| DRIVEN BRANDS HLDGS INC COM | Stock | 26210V102 | — | 74 shares | $874 |
| FENNEC PHARMACEUTICALS INC COM | Stock | 31447P100 | — | 82 shares | $873 |
| AERCAP HOLDINGS NV SHS | Stock | N00985106 | — | 6 shares | $872 |
| AMERICAN ASSETS TR INC COM | REIT | 024013104 | — | 41 shares | $872 |
| AGNC INVT CORP COM | REIT | 00123Q104 | — | 96 shares | $871 |
| CENTERRA GOLD INC COM | Stock | 152006102 | — | 40 shares | $871 |
| OLD DOMINION FREIGHT LINE INC COM | Stock | 679580100 | — | 5 shares | $870 |
| BANCO BRADESCO S A SP ADR PFD NEW | ADR | 059460303 | — | 247 shares | $869 |
| GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | ADR | 400501102 | — | 9 shares | $869 |
| NEWS CORP NEW CL A | Stock | 65249B109 | — | 30 shares | $869 |
| DIVERSIFIED ENERGY CO COMMON STOCK | Stock | 25520W107 | — | 65 shares | $869 |
| KAISER ALUMINIUM CORPORATION COM PAR $0.01 | Stock | 483007704 | — | 6 shares | $869 |
| BRIGHTSTAR LOTTERY PLC SHS USD | Stock | G4863A108 | — | 87 shares | $869 |
| DENALI THERAPEUTICS INC COM | Stock | 24823R105 | — | 42 shares | $868 |
| RAPID7 INC COM | Stock | 753422104 | — | 71 shares | $868 |
| CVR ENERGY INC COM | Stock | 12662P108 | — | 17 shares | $867 |
| VICOR CORP COM | Stock | 925815102 | — | 3 shares | $867 |
| CARTER BANKSHARES INC COM NEW | Stock | 146103106 | — | 29 shares | $867 |
| VICOR CORP COM | Stock | 925815102 | — | 3 shares | $867 |
| VICOR CORP COM | Stock | 925815102 | — | 3 shares | $867 |
| TC ENERGY CORP COM | Stock | 87807B107 | — | 15 shares | $867 |
| BORR DRILLING LTD SHS | Stock | G1466R173 | — | 223 shares | $867 |
| EPAM SYS INC COM | Stock | 29414B104 | — | 8 shares | $867 |
| ANTERO MIDSTREAM CORP COM | Stock | 03676B102 | — | 43 shares | $867 |
| RELAY THERAPEUTICS INC COM | Stock | 75943R102 | — | 48 shares | $866 |
| NETSTREIT CORP COM | REIT | 64119V303 | — | 49 shares | $866 |
| AERSALE CORPORATION COM | Stock | 00810F106 | — | 165 shares | $865 |
| AGIOS PHARMACEUTICALS INC COM | Stock | 00847X104 | — | 26 shares | $865 |
| FRANKLIN FINL SVCS CORP COM | Stock | 353525108 | — | 14 shares | $865 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 26 shares | $865 |
| AURA MINERALS INC SHS NEW | Stock | G06973112 | — | 11 shares | $865 |
| ANTERIX INC COM | Stock | 03676C100 | — | 11 shares | $864 |
| GLACIER BANCORP INC NEW COM | Stock | 37637Q105 | — | 20 shares | $864 |
| HARMONY BIOSCIENCES HLDGS INC COM | Stock | 413197104 | — | 22 shares | $864 |
| CORE SCIENTIFIC INC NEW COM | Stock | 21874A106 | — | 54 shares | $863 |
| MERIT MED SYS INC COM | Stock | 589889104 | — | 10 shares | $862 |
| BELLRING BRANDS INC COMMON STOCK | Stock | 07831C103 | — | 112 shares | $861 |
| KENNAMETAL INC COM | Stock | 489170100 | — | 28 shares | $861 |
| LSB INDS INC COM | Stock | 502160104 | — | 88 shares | $860 |
| READY CAPITAL CORP COM | REIT | 75574U101 | — | 741 shares | $860 |
| HA SUSTAINABLE INFRA CAP INC COM | REIT | 41068X100 | — | 24 shares | $860 |
| BUCKLE INC COM | Stock | 118440106 | — | 20 shares | $859 |
| FULGENT GENETICS INC COM | Stock | 359664109 | — | 39 shares | $859 |
| GARRETT MOTION INC COM | Stock | 366505105 | — | 33 shares | $859 |
| STELLANTIS N.V SHS | Stock | N82405106 | — | 197 shares | $859 |
| BUCKLE INC COM | Stock | 118440106 | — | 20 shares | $859 |
| RELIANCE INC COM | Stock | 759509102 | — | 2 shares | $858 |
| NEWMARK GROUP INC CL A | Stock | 65158N102 | — | 70 shares | $858 |
| DIEBOLD NIXDORF INC COM SHS | Stock | 253651202 | — | 14 shares | $857 |
| MECHANICS BANCORP CL A | Stock | 43785V102 | — | 58 shares | $857 |
| HANOVER INS GROUP INC COM | Stock | 410867105 | — | 4 shares | $856 |
| DELEK US HLDGS INC NEW COM | Stock | 24665A103 | — | 12 shares | $856 |
| AMALGAMATED FINANCIAL CORP COM | Stock | 022671101 | — | 18 shares | $856 |
| GUARDIAN PHARMACY SVCS INC CL A | Stock | 40145W101 | — | 21 shares | $856 |
| NAPCO SEC TECHNOLOGIES INC COM | Stock | 630402105 | — | 24 shares | $855 |
| ACV AUCTIONS INC COM CL A | Stock | 00091G104 | — | 82 shares | $855 |
| FIRST ADVANTAGE CORP NEW COM | Stock | 31846B108 | — | 48 shares | $854 |
| SIMPSON MFG INC COM | Stock | 829073105 | — | 5 shares | $854 |
| VAXCYTE INC COM | Stock | 92243G108 | — | 15 shares | $854 |
| ANAPTYSBIO INC COM | Stock | 032724106 | — | 17 shares | $854 |
| MACOM TECH SOLUTIONS HLDGS INC COM | Stock | 55405Y100 | — | 3 shares | $854 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 5 shares | $853 |
| AVIS BUDGET GROUP INC COM | Stock | 053774105 | — | 8 shares | $853 |
| KT CORP SPONSORED ADR | ADR | 48268K101 | — | 45 shares | $853 |
| SECURITY NATL FINL CORP CL A NEW | Stock | 814785309 | — | 98 shares | $853 |
| JOBY AVIATION INC COMMON STOCK | Stock | G65163100 | — | 141 shares | $853 |
| AEROVIRONMENT INC COM | Stock | 008073108 | — | 6 shares | $853 |
| ATKORE INC COM | Stock | 047649108 | — | 9 shares | $853 |
| CRYOPORT INC COM PAR $0.001 | Stock | 229050307 | — | 49 shares | $853 |
| LIBERTY LIVE HOLDINGS INC COM SER A | Stock | 530909100 | — | 9 shares | $852 |
| RH COM | Stock | 74967X103 | — | 7 shares | $852 |
| MURPHY OIL CORP COM | Stock | 626717102 | — | 23 shares | $851 |
| NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | Stock | N62509109 | — | 35 shares | $851 |