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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) |
|---|---|---|---|---|---|
| MATADOR RES CO COM | Stock | 576485205 | — | 16 shares | $825 |
| DIVERSIFIED HEALTHCARE TR COM SH BEN INT | REIT | 25525P107 | — | 105 shares | $824 |
| VAIL RESORTS INC COM | Stock | 91879Q109 | — | 6 shares | $823 |
| AMRIZE LTD SHS | Stock | H2927K103 | — | 22 shares | $823 |
| CIPHER DIGITAL INC COM | Stock | 17253J106 | — | 52 shares | $823 |
| MOBILITY GLOBAL INC COM SHS | Stock | 60744M106 | — | 48 shares | $823 |
| TANGO THERAPEUTICS INC COM | Stock | 87583X109 | — | 33 shares | $823 |
| WESBANCO INC COM | Stock | 950810101 | — | 22 shares | $823 |
| INTERNATIONAL BANCSHARES CORP COM | Stock | 459044103 | — | 12 shares | $822 |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | ETF | 464289867 | — | 12 shares | $822 |
| AVIAT NETWORKS INC COM NEW | Stock | 05366Y201 | — | 41 shares | $822 |
| AMERICAN FINANCIAL GROUP INC COM | Stock | 025932104 | — | 6 shares | $821 |
| REVOLUTION MEDICINES INC COM | Stock | 76155X100 | — | 4 shares | $821 |
| PHILLIPS EDISON & CO INC COMMON STOCK | REIT | 71844V201 | — | 22 shares | $821 |
| D R HORTON INC COM | Stock | 23331A109 | — | 6 shares | $820 |
| PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | ETF | 69374H311 | — | 23 shares | $820 |
| FLUTTER ENTMT PLC SHS | Stock | G3643J108 | — | 11 shares | $820 |
| AMER SPORTS INC COM SHS | Stock | G0260P102 | — | 30 shares | $819 |
| SIGNET JEWELERS LTD SHS | Stock | G81276100 | — | 8 shares | $819 |
| PIEDMONT REALTY TRUST INC COM CL A | REIT | 720190206 | — | 92 shares | $819 |
| AGNT INC COM | Stock | 30212W100 | — | 223 shares | $818 |
| DESIGNER BRANDS INC CL A | Stock | 250565108 | — | 135 shares | $817 |
| LIQUIDIA CORPORATION COM NEW | Stock | 53635D202 | — | 27 shares | $817 |
| LIQUIDIA CORPORATION COM NEW | Stock | 53635D202 | — | 27 shares | $817 |
| NKARTA INC COM | Stock | 65487U108 | — | 312 shares | $817 |
| PDF SOLUTIONS INC COM | Stock | 693282105 | — | 16 shares | $817 |
| PRIMERICA INC COM | Stock | 74164M108 | — | 3 shares | $817 |
| TIMKEN CO COM | Stock | 887389104 | — | 7 shares | $817 |
| APTIV PLC COM SHS | Stock | G3265R107 | — | 19 shares | $817 |
| HOME BANCSHARES INC COM | Stock | 436893200 | — | 29 shares | $817 |
| CRANE COMPANY COMMON STOCK | Stock | 224408104 | — | 4 shares | $816 |
| TANDEM DIABETES CARE INC COM NEW | Stock | 875372203 | — | 50 shares | $816 |
| UNION PAC CORP COM | Stock | 907818108 | — | 3 shares | $816 |
| WPP PLC NEW ADR | ADR | 92937A102 | — | 33 shares | $816 |
| WOLFSPEED INC COM | Stock | 97785W106 | — | 29 shares | $816 |
| REGIONAL MGMT CORP COM | Stock | 75902K106 | — | 27 shares | $816 |
| EASTERN BANKSHARES INC COM | Stock | 27627N105 | — | 39 shares | $816 |
| VIKING THERAPEUTICS INC COM | Stock | 92686J106 | — | 25 shares | $815 |
| ALGONQUIN POWER & UTILITIES CO COM | Stock | 015857105 | — | 162 shares | $815 |
| CORPORACION AMER ARPTS S A COM | Stock | L1995B107 | — | 32 shares | $814 |
| BRISTOW GROUP INC COM | Stock | 11040G103 | — | 20 shares | $814 |
| AUTOLIV INC COM | Stock | 052800109 | — | 7 shares | $813 |
| FACTSET RESH SYS INC COM | Stock | 303075105 | — | 3 shares | $813 |
| OMNIAB INC COM | Stock | 68218J103 | — | 164 shares | $813 |
| ORANGE CNTY BANCORP INC COM | Stock | 68417L107 | — | 22 shares | $813 |
| VERASTEM INC COM NEW | Stock | 92337C203 | — | 101 shares | $813 |
| ASSURED GUARANTY LTD COM | Stock | G0585R106 | — | 12 shares | $813 |
| JACOBS SOLUTIONS INC COM | Stock | 46982L108 | — | 6 shares | $812 |
| NEWTEKONE INC COM NEW | Stock | 652526203 | — | 73 shares | $812 |
| ATOMERA INC COM | Stock | 04965B100 | — | 186 shares | $811 |
| CENTRAL PUERTO S A SPONSORED ADR | ADR | 155038201 | — | 67 shares | $811 |
| FACTSET RESH SYS INC COM | Stock | 303075105 | — | 3 shares | $810 |
| RCI HOSPITALITY HLDGS INC COM | Stock | 74934Q108 | — | 30 shares | $810 |
| ACM RESH INC COM CL A | Stock | 00108J109 | — | 10 shares | $809 |
| POOL CORP COM | Stock | 73278L105 | — | 5 shares | $809 |
| RUSH ENTERPRISES INC CL B | Stock | 781846308 | — | 15 shares | $809 |
| VERSIGENT PLC ORDINARY SHARES | Stock | G9600F104 | — | 18 shares | $809 |
| CACTUS INC CL A | Stock | 127203107 | — | 13 shares | $809 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | ADR | 03524A108 | — | 11 shares | $808 |
| JANUS HENDERSON AAA CLO ETF | ETF | 47103U845 | — | 16 shares | $808 |
| SANARA MEDTECH INC COM | Stock | 79957L100 | — | 23 shares | $808 |
| GOLAR LNG LTD SHS | Stock | G9456A100 | — | 17 shares | $808 |
| INTELLIA THERAPEUTICS INC COM | Stock | 45826J105 | — | 67 shares | $808 |
| DYCOM INDS INC COM | Stock | 267475101 | — | 3 shares | $807 |
| TAPESTRY INC COM | Stock | 876030107 | — | 7 shares | $807 |
| AZZ INC COM | Stock | 002474104 | — | 6 shares | $806 |
| BUTTERFLY NETWORK INC COM CL A | Stock | 124155102 | — | 90 shares | $806 |
| CF INDUSTRIES HOLD COM | Stock | 125269100 | — | 7 shares | $806 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 6 shares | $806 |
| UNITED NAT FOODS INC COM | Stock | 911163103 | — | 18 shares | $806 |
| AZZ INC COM | Stock | 002474104 | — | 6 shares | $806 |
| CARETRUST REIT INC COM | REIT | 14174T107 | — | 22 shares | $805 |
| JUMIA TECHNOLOGIES AG SPONSORED ADS | ADR | 48138M105 | — | 121 shares | $805 |
| MATERIALISE NV SPONSORED ADS | ADR | 57667T100 | — | 94 shares | $805 |
| PEABODY ENERGY CORP COM | Stock | 704551100 | — | 33 shares | $805 |
| ECHOSTAR CORP CL A | Stock | 278768106 | — | 9 shares | $805 |
| COHEN & STEERS INC COM | Stock | 19247A100 | — | 11 shares | $804 |
| IONIS PHARMACEUTICALS INC COM | Stock | 462222100 | — | 18 shares | $804 |
| FRONTDOOR INC COM | Stock | 35905A109 | — | 11 shares | $804 |
| W & T OFFSHORE INC COM | Stock | 92922P106 | — | 225 shares | $803 |
| INNOVAGE HLDG CORP COM | Stock | 45784A104 | — | 91 shares | $801 |
| MADISON SQUARE GARDEN ENTMT COM CL A | Stock | 558256103 | — | 10 shares | $801 |
| AMDOCS LTD SHS | Stock | G02602103 | — | 14 shares | $801 |
| HUNTINGTON INGALLS INDS INC COM | Stock | 446413106 | — | 3 shares | $801 |
| MCGRATH RENTCORP COM | Stock | 580589109 | — | 7 shares | $800 |
| UNITED CMNTY BKS BLAIRSVLE GA COM | Stock | 90984P303 | — | 24 shares | $800 |
| DIGITALOCEAN HLDGS INC COM | Stock | 25402D102 | — | 6 shares | $800 |
| NOVAGOLD RESOURCES INC COM NEW | Stock | 66987E206 | — | 123 shares | $800 |
| ESCALADE INC COM | Stock | 296056104 | — | 42 shares | $799 |
| EVOLENT HEALTH INC CL A | Stock | 30050B101 | — | 229 shares | $799 |
| INSMED INC COM PAR $.01 | Stock | 457669307 | — | 7 shares | $799 |
| EMBECTA CORP COMMON STOCK | Stock | 29082K105 | — | 141 shares | $798 |
| MEDLINE INC COM CL A | Stock | 58507V107 | — | 23 shares | $798 |
| GREEN PLAINS INC COM | Stock | 393222104 | — | 53 shares | $798 |
| VIPER ENERGY INC CL A | Stock | 64361Q101 | — | 20 shares | $798 |
| BIO-TECHNE CORP COM | Stock | 09073M104 | — | 11 shares | $797 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 5 shares | $797 |
| BILIBILI INC SPONS ADS REP Z | ADR | 090040106 | — | 53 shares | $796 |
| FLOWCO HLDGS INC COM CL A | Stock | 342909108 | — | 44 shares | $796 |
| HERITAGE INSURANCE HLDGS INC COM | Stock | 42727J102 | — | 24 shares | $796 |