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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) |
|---|---|---|---|---|---|
| HEARTFLOW INC COM | Stock | 42238D107 | — | 16 shares | $796 |
| MICROSECTORS GOLD 3X LEVERAGED ETNS | ETF | 063679526 | — | 100 shares | $795 |
| CELCUITY INC COM | Stock | 15102K100 | — | 10 shares | $795 |
| GENEDX HOLDINGS CORP COM CL A | Stock | 81663L200 | — | 11 shares | $795 |
| MARZETTI COMPANY COM | Stock | 513847103 | — | 8 shares | $794 |
| LINCOLN ELEC HLDGS INC COM | Stock | 533900106 | — | 3 shares | $794 |
| ALKAMI TECHNOLOGY INC COM | Stock | 01644J108 | — | 58 shares | $794 |
| AVEANNA HEALTHCARE HLDGS INC COM | Stock | 05356F105 | — | 64 shares | $794 |
| STRIVE INC CL A COM | Stock | 862945300 | — | 27 shares | $794 |
| BXP INC COM | REIT | 101121101 | — | 13 shares | $794 |
| BXP INC COM | REIT | 101121101 | — | 13 shares | $794 |
| HYATT HOTELS CORP COM CL A | Stock | 448579102 | — | 5 shares | $793 |
| BITMINE IMMERSION TECHS INC COM NEW | Stock | 09175A206 | — | 30 shares | $793 |
| GREEN BRICK PARTNERS INC COM | Stock | 392709101 | — | 12 shares | $793 |
| KLARNA GROUP PLC SHS | Stock | G5279N105 | — | 64 shares | $793 |
| HOOKER FURNISHINGS CORPORATION COM | Stock | 439038100 | — | 61 shares | $792 |
| BEL FUSE INC CL A | Stock | 077347201 | — | 4 shares | $791 |
| BLACKBAUD INC COM | Stock | 09227Q100 | — | 19 shares | $791 |
| CENTRAL PAC FINL CORP COM NEW | Stock | 154760409 | — | 22 shares | $790 |
| COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | ADR | 204448104 | — | 25 shares | $790 |
| FIRST BANCORP CORPORATION COM NEW | Stock | 318672706 | — | 30 shares | $790 |
| RAYMOND JAMES FINL INC COM | Stock | 754730109 | — | 5 shares | $790 |
| WYNDHAM HOTELS & RESORTS INC COM | Stock | 98311A105 | — | 11 shares | $790 |
| GLOBAL WTR RES INC COM | Stock | 379463102 | — | 99 shares | $789 |
| KEURIG DR PEPPER INC COM | Stock | 49271V100 | — | 26 shares | $789 |
| RAYONIER INC COM | REIT | 754907103 | — | 43 shares | $789 |
| COGNEX CORP COM | Stock | 192422103 | — | 13 shares | $788 |
| HYSTER-YALE INC CL A | Stock | 449172105 | — | 25 shares | $787 |
| TARSUS PHARMACEUTICALS INC COM | Stock | 87650L103 | — | 10 shares | $786 |
| CLEANSPARK INC COM NEW | Stock | 18452B209 | — | 61 shares | $786 |
| ETSY INC COM | Stock | 29786A106 | — | 11 shares | $786 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 3 shares | $785 |
| CHEFS WHSE INC COM | Stock | 163086101 | — | 7 shares | $785 |
| MATRIX SVC CO COM | Stock | 576853105 | — | 82 shares | $785 |
| MINERALS TECHNOLOGIES INC COM | Stock | 603158106 | — | 12 shares | $785 |
| UGI CORP NEW COM | Stock | 902681105 | — | 22 shares | $785 |
| MILLICOM INTL CELLULAR S A COM STK | Stock | L6388F110 | — | 9 shares | $784 |
| ALIGNMENT HEALTHCARE INC COM | Stock | 01625V104 | — | 96 shares | $783 |
| ANNEXON INC COM | Stock | 03589W102 | — | 185 shares | $783 |
| CHEWY INC CL A | Stock | 16679L109 | — | 43 shares | $783 |
| DAKTRONICS INC COM | Stock | 234264109 | — | 45 shares | $783 |
| PLEXUS CORP COM | Stock | 729132100 | — | 3 shares | $783 |
| SUPER GROUP SGHC LIMITED ORD SHS | Stock | G8588X103 | — | 69 shares | $783 |
| GPGI INC COM CL A | Stock | 20459V105 | — | 66 shares | $783 |
| ATEA PHARMACEUTICALS INC COM | Stock | 04683R106 | — | 150 shares | $782 |
| ATMOS ENERGY CORP COM | Stock | 049560105 | — | 5 shares | $782 |
| HAMILTON LANE INC CL A | Stock | 407497106 | — | 9 shares | $782 |
| VOR BIOPHARMA INC COM NEW | Stock | 929033207 | — | 41 shares | $782 |
| MARQETA INC CL A COM | Stock | 57142B203 | — | 46 shares | $782 |
| CITIZENS CMNTY BANCORP INC MD COM | Stock | 174903104 | — | 37 shares | $781 |
| GDS HLDGS LTD SPONSORED ADS | ADR | 36165L108 | — | 25 shares | $781 |
| APOLLO COML REAL ESTATE FIN COM | REIT | 03762U105 | — | 126 shares | $781 |
| HELMERICH & PAYNE INC COM | Stock | 423452101 | — | 21 shares | $780 |
| PENNANT GROUP INC COM | Stock | 70805E109 | — | 20 shares | $780 |
| CEMEX SAB DE CV SPON ADR NEW | ADR | 151290889 | — | 82 shares | $780 |
| AXOS FINANCIAL INC COM | Stock | 05465C100 | — | 9 shares | $779 |
| DUPONT DE NEMOURS INC COMMON STOCK | Stock | 26614N201 | — | 6 shares | $779 |
| VEECO INSTRS INC DEL COM | Stock | 922417100 | — | 15 shares | $779 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 4 shares | $779 |
| YETI HLDGS INC COM | Stock | 98585X104 | — | 19 shares | $779 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 2 shares | $778 |
| HUNTINGTON BANCSHARES INC COM | Stock | 446150104 | — | 51 shares | $778 |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | Stock | 530909308 | — | 8 shares | $778 |
| HINGE HEALTH INC CL A | Stock | 433313103 | — | 8 shares | $778 |
| BANKWELL FINL GROUP INC COM | Stock | 06654A103 | — | 12 shares | $778 |
| FLOWCO HLDGS INC COM CL A | Stock | 342909108 | — | 43 shares | $778 |
| OUTFRONT MEDIA INC COM NEW | REIT | 69007J304 | — | 28 shares | $777 |
| Q2 HLDGS INC COM | Stock | 74736L109 | — | 14 shares | $776 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 5 shares | $775 |
| IMMUNITYBIO INC COM | Stock | 45256X103 | — | 82 shares | $774 |
| VICTORY CAP HLDGS INC DEL COM CL A | Stock | 92645B103 | — | 7 shares | $774 |
| VIRGIN GALACTIC HOLDINGS INC COM NEW | Stock | 92766K403 | — | 259 shares | $774 |
| WORTHINGTON ENTERPRISES INC COM | Stock | 981811102 | — | 13 shares | $774 |
| HERITAGE FINL CORP WASH COM | Stock | 42722X106 | — | 28 shares | $774 |
| GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | ADR | 400501102 | — | 8 shares | $773 |
| SCHOLAR ROCK HLDG CORP COM | Stock | 80706P103 | — | 16 shares | $773 |
| OSHKOSH CORP COM | Stock | 688239201 | — | 6 shares | $773 |
| FIRSTSUN CAP BANCORP COM | Stock | 33767U107 | — | 20 shares | $772 |
| SS&C TECH HLDGS COM | Stock | 78467J100 | — | 10 shares | $772 |
| ADI GLOBAL DISTR INC COM SHS | Stock | 001026103 | — | 43 shares | $771 |
| BUMBLE INC COM CL A | Stock | 12047B105 | — | 293 shares | $771 |
| HOPE BANCORP INC COM | Stock | 43940T109 | — | 58 shares | $771 |
| N-ABLE INC COMMON STOCK | Stock | 62878D100 | — | 188 shares | $771 |
| GEN DIGITAL INC COM | Stock | 668771108 | — | 35 shares | $771 |
| COHERUS ONCOLOGY INC COM | Stock | 19249H103 | — | 636 shares | $770 |
| PLANET LABS PBC COM CL A | Stock | 72703X106 | — | 47 shares | $770 |
| UNIVERSAL DISPLAY CORP COM | Stock | 91347P105 | — | 10 shares | $770 |
| REPLIGEN CORP COM | Stock | 759916109 | — | 4 shares | $769 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 9 shares | $769 |
| THE REALREAL INC COM | Stock | 88339P101 | — | 87 shares | $769 |
| REPLIGEN CORP COM | Stock | 759916109 | — | 4 shares | $769 |
| REPLIGEN CORP COM | Stock | 759916109 | — | 4 shares | $769 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | Stock | 50077B207 | — | 18 shares | $768 |
| PRUDENTIAL PLC ADR | ADR | 74435K204 | — | 31 shares | $767 |
| WATERSTONE FINL INC MD COM | Stock | 94188P101 | — | 39 shares | $767 |
| ACADIA PHARMACEUTICALS INC COM | Stock | 004225108 | — | 38 shares | $766 |
| ARCBEST CORP COM | Stock | 03937C105 | — | 6 shares | $765 |
| HAMILTON BEACH BRANDS HLDG CO COM CL A | Stock | 40701T104 | — | 20 shares | $765 |
| MAGNUM ICE CREAM CO NV ORD SHS | Stock | N5505D105 | — | 43 shares | $765 |
| CIVISTA BANCSHARES INC COM NO PAR | Stock | 178867107 | — | 29 shares | $765 |