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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) |
|---|---|---|---|---|---|
| GOLD COM INC COM | Stock | 00181T107 | — | 20 shares | $851 |
| PENN ENTERTAINMENT INC COM | Stock | 707569109 | — | 58 shares | $850 |
| VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | ADR | 92837L109 | — | 13 shares | $850 |
| WESTERN UN CO COM | Stock | 959802109 | — | 144 shares | $850 |
| PAYONEER GLOBAL INC COM | Stock | 70451X104 | — | 119 shares | $850 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 3 shares | $849 |
| API GROUP CORP COM STK | Stock | 00187Y100 | — | 22 shares | $849 |
| HINGHAM INSTN SVGS MASS COM | Stock | 433323102 | — | 3 shares | $848 |
| NETEASE COM INC SPONSORED ADS | ADR | 64110W102 | — | 7 shares | $848 |
| ORGANOGENESIS HLDGS INC COM | Stock | 68621F102 | — | 619 shares | $848 |
| LIVE NATION ENTERTAINMENT INC COM | Stock | 538034109 | — | 5 shares | $847 |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | REIT | 09257W100 | — | 74 shares | $847 |
| ADVANCED ENERGY INDS COM | Stock | 007973100 | — | 3 shares | $846 |
| HEARTFLOW INC COM | Stock | 42238D107 | — | 17 shares | $846 |
| PRICESMART INC COM | Stock | 741511109 | — | 5 shares | $846 |
| AEBI SCHMIDT HLDG AG COM | Stock | H00501108 | — | 80 shares | $846 |
| ANGIODYNAMICS INC COM | Stock | 03475V101 | — | 55 shares | $846 |
| D-WAVE QUANTUM INC COM | Stock | 26740W109 | — | 51 shares | $845 |
| FIRSTCASH HOLDINGS INC COM | Stock | 33768G107 | — | 4 shares | $845 |
| HP INC COM | Stock | 40434L105 | — | 27 shares | $845 |
| JBT MAREL CORPORATION COM | Stock | 477839104 | — | 8 shares | $845 |
| BOWHEAD SPECIALTY HLDGS INC COM SHS | Stock | 10240L102 | — | 25 shares | $844 |
| CROWN HLDGS INC COM | Stock | 228368106 | — | 8 shares | $843 |
| KARMAN HLDGS INC COMMON STOCK | Stock | 485924104 | — | 26 shares | $843 |
| KEARNY FINL CORP MD COM | Stock | 48716P108 | — | 92 shares | $843 |
| NOVAVAX INC COM NEW | Stock | 670002401 | — | 78 shares | $843 |
| ARRAY DIGITAL INFRASTRUCTURE I COM | Stock | 911684108 | — | 25 shares | $843 |
| WINGSTOP INC COM | Stock | 974155103 | — | 8 shares | $843 |
| ZAI LAB LTD ADR | ADR | 98887Q104 | — | 32 shares | $843 |
| VERICEL CORP COM | Stock | 92346J108 | — | 21 shares | $843 |
| TRINITY INDS INC COM | Stock | 896522109 | — | 33 shares | $843 |
| NOV INC COM | Stock | 62955J103 | — | 45 shares | $843 |
| ONTERRIS INC COM | Stock | 615111101 | — | 63 shares | $843 |
| MISTRAS GROUP INC COM | Stock | 60649T107 | — | 40 shares | $842 |
| PTC INC COM | Stock | 69370C100 | — | 6 shares | $842 |
| URBAN OUTFITTERS INC COM | Stock | 917047102 | — | 11 shares | $840 |
| SUPER GROUP SGHC LIMITED ORD SHS | Stock | G8588X103 | — | 74 shares | $840 |
| PEOPLE INC COM NEW | Stock | 44891N208 | — | 20 shares | $839 |
| MOLSON COORS BEVERAGE CO CL B | Stock | 60871R209 | — | 23 shares | $839 |
| TFI INTERNATIONAL INC COM | Stock | 87241L109 | — | 7 shares | $839 |
| HEXCEL CORP NEW COM | Stock | 428291108 | — | 10 shares | $839 |
| LAUDER ESTEE COS INC CL A | Stock | 518439104 | — | 9 shares | $838 |
| NATIONAL BANKSHARES INC VA COM | Stock | 634865109 | — | 20 shares | $838 |
| VIAVI SOLUTIONS INC COM | Stock | 925550105 | — | 20 shares | $838 |
| FREEDOM HOLDING CORP COM | Stock | 356390104 | — | 5 shares | $837 |
| PINNACLE WEST CAP CORP COM | Stock | 723484101 | — | 9 shares | $837 |
| ALECTOR INC COM | Stock | 014442107 | — | 452 shares | $836 |
| KB HOME COM | Stock | 48666K109 | — | 18 shares | $836 |
| MADISON AIR SOLUTIONS CORP COM SHS CL A | Stock | 55658T105 | — | 34 shares | $836 |
| ZENAS BIOPHARMA INC COM | Stock | 98937L105 | — | 31 shares | $836 |
| HEARTLAND EXPRESS INC COM | Stock | 422347104 | — | 72 shares | $836 |
| ARBOR REALTY TRUST INC COM | REIT | 038923108 | — | 216 shares | $835 |
| TRANSMEDICS GROUP INC COM | Stock | 89377M109 | — | 10 shares | $835 |
| FTAI AVIATION LTD SHS | Stock | G3730V105 | — | 5 shares | $835 |
| INTERNATIONAL FLAVORS&FRAGRANC COM | Stock | 459506101 | — | 10 shares | $835 |
| DHT HOLDINGS INC SHS NEW | Stock | Y2065G121 | — | 37 shares | $835 |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | ADR | 20441A102 | — | 157 shares | $834 |
| INTERGROUP CORP COM | Stock | 458685104 | — | 28 shares | $834 |
| NATIONAL FUEL GAS CO COM | Stock | 636180101 | — | 11 shares | $834 |
| SILGAN HLDGS INC COM | Stock | 827048109 | — | 24 shares | $834 |
| REXFORD INDL RLTY INC COM | REIT | 76169C100 | — | 23 shares | $834 |
| ELEMENT SOLUTIONS INC COM | Stock | 28618M106 | — | 23 shares | $834 |
| BIOCRYST PHARMACEUTICALS INC COM | Stock | 09058V103 | — | 100 shares | $833 |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 099502106 | — | 12 shares | $833 |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 099502106 | — | 12 shares | $833 |
| IONQ INC COM | Stock | 46222L108 | — | 19 shares | $833 |
| LAZARD INC COM | Stock | 52110M109 | — | 23 shares | $833 |
| STANDARDAERO INC COM | Stock | 85423L103 | — | 39 shares | $833 |
| ADMA BIOLOGICS INC COM | Stock | 000899104 | — | 83 shares | $832 |
| CARS COM INC COM | Stock | 14575E105 | — | 81 shares | $832 |
| INSPIRE MED SYS INC COM | Stock | 457730109 | — | 12 shares | $832 |
| STOKE THERAPEUTICS INC COM | Stock | 86150R107 | — | 32 shares | $832 |
| OXFORD INDS INC COM | Stock | 691497309 | — | 34 shares | $831 |
| ARCHER AVIATION INC COM CL A | Stock | 03945R102 | — | 167 shares | $830 |
| BALLARD PWR SYS INC NEW COM | Stock | 058586108 | — | 407 shares | $830 |
| IOVANCE BIOTHERAPEUTICS INC COM | Stock | 462260100 | — | 56 shares | $830 |
| OCCIDENTAL PETE CORP COM | Stock | 674599105 | — | 15 shares | $830 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 | — | 4 shares | $830 |
| US FOODS HLDG CORP COM | Stock | 912008109 | — | 9 shares | $830 |
| PROTHENA CORP PLC SHS | Stock | G72800108 | — | 99 shares | $830 |
| CRISPR THERAPEUTICS AG NAMEN AKT | Stock | H17182108 | — | 15 shares | $830 |
| IOVANCE BIOTHERAPEUTICS INC COM | Stock | 462260100 | — | 56 shares | $830 |
| TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B | ADR | 893870204 | — | 32 shares | $830 |
| RENTOKIL INITIAL PLC SPONSORED ADR | ADR | 760125104 | — | 42 shares | $830 |
| MDA SPACE LTD COM | Stock | 55293N109 | — | 28 shares | $830 |
| ON HLDG AG NAMEN AKT A | Stock | H5919C104 | — | 28 shares | $829 |
| AMERESCO INC CL A | Stock | 02361E108 | — | 40 shares | $828 |
| PALVELLA THERAPEUTICS INC NEW COM | Stock | 697947109 | — | 6 shares | $828 |
| SCHNEIDER NATIONAL INC CL B | Stock | 80689H102 | — | 26 shares | $828 |
| GENERAC HLDGS INC COM | Stock | 368736104 | — | 4 shares | $828 |
| COEUR MNG INC COM NEW | Stock | 192108504 | — | 47 shares | $827 |
| DENALI THERAPEUTICS INC COM | Stock | 24823R105 | — | 40 shares | $827 |
| INNOVIVA INC COM | Stock | 45781M101 | — | 39 shares | $827 |
| NATERA INC COM | Stock | 632307104 | — | 2 shares | $827 |
| PAYMENTUS HOLDINGS INC COM CL A | Stock | 70439P108 | — | 27 shares | $827 |
| NIO INC SPON ADS | ADR | 62914V106 | — | 241 shares | $827 |
| UNITED BANKSHARES INC WEST VA COM | Stock | 909907107 | — | 18 shares | $827 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 | — | 3 shares | $826 |
| TELOS CORP MD COM | Stock | 87969B101 | — | 203 shares | $826 |
| ENTERPRISE FINL SVCS CORP COM | Stock | 293712105 | — | 14 shares | $825 |