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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) |
|---|---|---|---|---|---|
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 6 shares | $731 |
| PRINCETON BANCORP INC COM | Stock | 74179A107 | — | 17 shares | $730 |
| SNAP INC CL A | Stock | 83304A106 | — | 135 shares | $730 |
| SUNCOR ENERGY INC NEW COM | Stock | 867224107 | — | 11 shares | $730 |
| POLARIS INC COM | Stock | 731068102 | — | 14 shares | $730 |
| STARWOOD PPTY TR INC COM | REIT | 85571B105 | — | 54 shares | $729 |
| VIVMARK RESIDENTIAL SH BEN INT | REIT | 29476L107 | — | 12 shares | $729 |
| LTC PPTYS INC COM | REIT | 502175102 | — | 17 shares | $729 |
| AMERICAN EAGLE OUTFITTERS INC COM | Stock | 02553E106 | — | 41 shares | $729 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 23 shares | $729 |
| AMYLYX PHARMACEUTICALS INC COM | Stock | 03237H101 | — | 25 shares | $728 |
| FIRST BUSEY CORP COM NEW | Stock | 319383204 | — | 25 shares | $728 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 5 shares | $727 |
| MID-AMER APT CMNTYS INC COM | REIT | 59522J103 | — | 6 shares | $727 |
| PAGAYA TECHNOLOGIES LTD CL A NEW | Stock | M7S64L123 | — | 42 shares | $727 |
| AQUESTIVE THERAPEUTICS INC COM | Stock | 03843E104 | — | 157 shares | $727 |
| MILLROSE PPTYS INC COM CL A | REIT | 601137102 | — | 28 shares | $727 |
| BICARA THERAPEUTICS INC COM | Stock | 055477103 | — | 39 shares | $726 |
| BUTTERFLY NETWORK INC COM CL A | Stock | 124155102 | — | 81 shares | $726 |
| ABACUS GLOBAL MGMT INC CL A | Stock | 00258Y104 | — | 90 shares | $725 |
| ACADIA PHARMACEUTICALS INC COM | Stock | 004225108 | — | 36 shares | $725 |
| BOWMAN CONSULTING GROUP LTD COM | Stock | 103002101 | — | 17 shares | $725 |
| ESAB CORPORATION COM | Stock | 29605J106 | — | 11 shares | $725 |
| FIRST MAJESTIC SILVER CORP COM | Stock | 32076V103 | — | 41 shares | $725 |
| EAGLE FINL SVCS INC COM | Stock | 26951R104 | — | 16 shares | $725 |
| LAZARD INC COM | Stock | 52110M109 | — | 20 shares | $725 |
| FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | Stock | 649445400 | — | 62 shares | $724 |
| ST JOE CO COM | Stock | 790148100 | — | 11 shares | $724 |
| VERTIV HOLDINGS CO COM CL A | Stock | 92537N108 | — | 3 shares | $724 |
| FMC CORP COM NEW | Stock | 302491303 | — | 81 shares | $723 |
| FORTUNE BRANDS INNOVATIONS INC COM | Stock | 34964C106 | — | 19 shares | $723 |
| GROUP 1 AUTOMOTIVE INC COM | Stock | 398905109 | — | 3 shares | $723 |
| NCR ATLEOS CORPORATION COM SHS | Stock | 63001N106 | — | 16 shares | $723 |
| CELESTICA INC COM | Stock | 15101Q207 | — | 2 shares | $723 |
| ATN INTL INC COM | Stock | 00215F107 | — | 26 shares | $723 |
| LAMAR ADVERTISING CO CL A | REIT | 512816109 | — | 5 shares | $721 |
| ARROWHEAD PHARMACEUTICALS INC COM | Stock | 04280A100 | — | 11 shares | $720 |
| ENERGY RECOVERY INC COM | Stock | 29270J100 | — | 108 shares | $720 |
| ONEMAIN HLDGS INC COM | Stock | 68268W103 | — | 13 shares | $720 |
| ETORO GROUP LTD SHS CL A | Stock | G32089107 | — | 28 shares | $720 |
| WHITEFIBER INC SHS | Stock | G96115103 | — | 40 shares | $720 |
| COSTAMARE BULKERS HLDGS LTD COM SHS | Stock | Y2001C101 | — | 33 shares | $720 |
| HANCOCK WHITNEY CORPORATION COM | Stock | 410120109 | — | 10 shares | $720 |
| COASTAL FINL CORP WA COM NEW | Stock | 19046P209 | — | 18 shares | $719 |
| FIRST TR HIGH YIELD OPPRT 2027 COM | CEF | 33741Q107 | — | 56 shares | $719 |
| GLOBALFOUNDRIES INC ORDINARY SHARES | Stock | G39387108 | — | 15 shares | $719 |
| RIBBON COMMUNICATIONS INC COM | Stock | 762544104 | — | 408 shares | $718 |
| SURF AIR MOBILITY INC COM NEW | Stock | 868927104 | — | 598 shares | $718 |
| FOUR CORNERS PPTY TR INC COM | REIT | 35086T109 | — | 33 shares | $718 |
| CNX RES CORP COM | Stock | 12653C108 | — | 23 shares | $717 |
| HORACE MANN EDUCATORS CORP NEW COM | Stock | 440327104 | — | 16 shares | $717 |
| IMPINJ INC COM | Stock | 453204109 | — | 4 shares | $717 |
| IMPINJ INC COM | Stock | 453204109 | — | 4 shares | $717 |
| MAINSTREET BANCSHARES INC COM | Stock | 56064Y100 | — | 29 shares | $717 |
| NIO INC SPON ADS | ADR | 62914V106 | — | 209 shares | $717 |
| STITCH FIX INC COM CL A | Stock | 860897107 | — | 280 shares | $717 |
| METHODE ELECTRS INC COM | Stock | 591520200 | — | 52 shares | $717 |
| RYMAN HOSPITALITY PPTYS INC COM | REIT | 78377T107 | — | 6 shares | $717 |
| VIR BIOTECHNOLOGY INC COM | Stock | 92764N102 | — | 64 shares | $716 |
| AMERIS BANCORP COM | Stock | 03076K108 | — | 9 shares | $716 |
| MARRIOTT VACATIONS WORLDWIDE C COM | Stock | 57164Y107 | — | 7 shares | $716 |
| INTEGRA LIFESCIENCES HLDGS CP COM NEW | Stock | 457985208 | — | 44 shares | $716 |
| ETSY INC COM | Stock | 29786A106 | — | 10 shares | $715 |
| PDF SOLUTIONS INC COM | Stock | 693282105 | — | 14 shares | $715 |
| PARK NATL CORP COM | Stock | 700658107 | — | 4 shares | $715 |
| TRINITY INDS INC COM | Stock | 896522109 | — | 28 shares | $715 |
| CARLYLE GROUP INC COM | Stock | 14316J108 | — | 18 shares | $714 |
| ROCKET COS INC COM CL A | Stock | 77311W101 | — | 62 shares | $714 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 | — | 5 shares | $713 |
| PHINIA INC COMMON STOCK | Stock | 71880K101 | — | 12 shares | $713 |
| PAYLOCITY HLDG CORP COM | Stock | 70438V106 | — | 5 shares | $713 |
| IMAX CORP COM | Stock | 45245E109 | — | 13 shares | $712 |
| ALTA EQUIPMENT GROUP INC COMMON STOCK | Stock | 02128L106 | — | 117 shares | $711 |
| BLUELINX HLDGS INC COM NEW | Stock | 09624H208 | — | 10 shares | $711 |
| PATHWARD FINANCIAL INC COM | Stock | 59100U108 | — | 10 shares | $711 |
| NOVANTA INC COM | Stock | 67000B104 | — | 5 shares | $711 |
| VORNADO RLTY TR SH BEN INT | REIT | 929042109 | — | 21 shares | $711 |
| LENZ THERAPEUTICS INC COM | Stock | 52635N103 | — | 185 shares | $710 |
| 1 800 FLOWERS COM INC CL A | Stock | 68243Q106 | — | 284 shares | $710 |
| NEUROCRINE BIOSCIENCES INC COM | Stock | 64125C109 | — | 5 shares | $709 |
| NEUROCRINE BIOSCIENCES INC COM | Stock | 64125C109 | — | 5 shares | $709 |
| FB BANCORP INC COM | Stock | 31425A109 | — | 43 shares | $709 |
| EXTREME NETWORKS INC COM | Stock | 30226D106 | — | 33 shares | $708 |
| NAVITAS SEMICONDUCTOR CORP COM | Stock | 63942X106 | — | 61 shares | $708 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 2 shares | $708 |
| CAPITAL BANCORP INC MD COM | Stock | 139737100 | — | 18 shares | $708 |
| ALVOTECH ORDINARY SHARES | Stock | L01800108 | — | 122 shares | $708 |
| VICTORIAS SECRET AND CO COMMON STOCK | Stock | 926400102 | — | 8 shares | $708 |
| AEMETIS INC COM NEW | Stock | 00770K202 | — | 397 shares | $707 |
| BRUNSWICK CORP COM | Stock | 117043109 | — | 11 shares | $707 |
| PERMA-PIPE INTL HLDGS INC COM | Stock | 714167103 | — | 23 shares | $707 |
| FIRST BK WILLIAMSTOWN NEW JERS COM | Stock | 31931U102 | — | 41 shares | $707 |
| TRAVERE THERAPEUTICS INC COM | Stock | 89422G107 | — | 12 shares | $707 |
| MID-AMER APT CMNTYS INC COM | REIT | 59522J103 | — | 6 shares | $706 |
| CAPRI HOLDINGS LIMITED SHS | Stock | G1890L107 | — | 50 shares | $706 |
| BLACKBERRY LTD COM | Stock | 09228F103 | — | 78 shares | $705 |
| ESSENTIAL UTILS INC COM | Stock | 29670G102 | — | 18 shares | $705 |
| FIRST NATL CORP VA COM | Stock | 32106V107 | — | 24 shares | $705 |
| EVERUS CONSTR GROUP COM | Stock | 300426103 | — | 6 shares | $705 |
| G III APPAREL GROUP LTD COM | Stock | 36237H101 | — | 26 shares | $705 |