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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) |
|---|---|---|---|---|---|
| CIENA CORP COM NEW | Stock | 171779309 | — | 2 shares | $704 |
| COGENT BIOSCIENCES INC COM | Stock | 19240Q201 | — | 22 shares | $704 |
| DIANTHUS THERAPEUTICS INC COM | Stock | 252828108 | — | 8 shares | $704 |
| OTTER TAIL CORP COM | Stock | 689648103 | — | 8 shares | $704 |
| SEPTERNA INC COM | Stock | 81734D104 | — | 18 shares | $704 |
| OTTER TAIL CORP COM | Stock | 689648103 | — | 8 shares | $704 |
| CROCS INC COM | Stock | 227046109 | — | 6 shares | $704 |
| OTTER TAIL CORP COM | Stock | 689648103 | — | 8 shares | $704 |
| BROADSTONE NET LEASE INC COM | REIT | 11135E203 | — | 38 shares | $703 |
| GARRETT MOTION INC COM | Stock | 366505105 | — | 27 shares | $703 |
| WOLFSPEED INC COM | Stock | 97785W106 | — | 25 shares | $703 |
| COTY INC COM CL A | Stock | 222070203 | — | 269 shares | $702 |
| ORION PROPERTIES INC COM | REIT | 68629Y103 | — | 282 shares | $702 |
| STRIDE INC COM | Stock | 86333M108 | — | 9 shares | $702 |
| NEW YORK TIMES CO MTN BE CL A | Stock | 650111107 | — | 11 shares | $701 |
| PACIRA BIOSCIENCES INC COM | Stock | 695127100 | — | 28 shares | $701 |
| DAVITA INC COM | Stock | 23918K108 | — | 4 shares | $700 |
| RENASANT CORP COM | Stock | 75970E107 | — | 18 shares | $700 |
| AIRSCULPT TECHNOLOGIES INC COM | Stock | 009496100 | — | 397 shares | $699 |
| BRIGHTHOUSE FINL INC COM | Stock | 10922N103 | — | 14 shares | $699 |
| NNN REIT INC COM | REIT | 637417106 | — | 17 shares | $699 |
| PELOTON INTERACTIVE INC CL A COM | Stock | 70614W100 | — | 140 shares | $699 |
| STRATEGIC ED INC COM | Stock | 86272C103 | — | 9 shares | $699 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 | — | 16 shares | $698 |
| SUPER MICRO COMPUTER INC COM NEW | Stock | 86800U302 | — | 17 shares | $698 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 8 shares | $697 |
| ENBRIDGE INC COM | Stock | 29250N105 | — | 15 shares | $697 |
| MONGODB INC CL A | Stock | 60937P106 | — | 2 shares | $697 |
| RITHM CAPITAL CORP COM NEW | REIT | 64828T201 | — | 78 shares | $697 |
| CITY HLDG CO COM | Stock | 177835105 | — | 5 shares | $696 |
| LIQUIDIA CORPORATION COM NEW | Stock | 53635D202 | — | 23 shares | $696 |
| OLD DOMINION FREIGHT LINE INC COM | Stock | 679580100 | — | 4 shares | $695 |
| GRANITE CONSTR INC COM | Stock | 387328107 | — | 6 shares | $695 |
| APPLE HOSPITALITY REIT INC COM NEW | REIT | 03784Y200 | — | 43 shares | $695 |
| STEPSTONE GROUP INC COM CL A | Stock | 85914M107 | — | 16 shares | $694 |
| IHS HOLDING LIMITED ORD SHS | Stock | G4701H109 | — | 83 shares | $694 |
| STOCK YDS BANCORP INC COM | Stock | 861025104 | — | 9 shares | $694 |
| BANK OF N T BUTTERFIELD & SON SHS NEW | Stock | G0772R208 | — | 12 shares | $694 |
| FS BANCORP INC COM | Stock | 30263Y104 | — | 16 shares | $693 |
| CVB FINL CORP COM | Stock | 126600105 | — | 32 shares | $692 |
| SAUL CTRS INC COM | REIT | 804395101 | — | 23 shares | $692 |
| FIFTH THIRD BANCORP COM | Stock | 316773100 | — | 14 shares | $692 |
| STUBHUB HLDGS INC CL A | Stock | 86384P109 | — | 124 shares | $692 |
| CORCEPT THERAPEUTICS INC COM | Stock | 218352102 | — | 6 shares | $691 |
| FRESHPET INC COM | Stock | 358039105 | — | 12 shares | $691 |
| MAXIMUS INC COM | Stock | 577933104 | — | 13 shares | $691 |
| SHOE STA GROUP INC COM | Stock | 824889109 | — | 54 shares | $691 |
| VERRA MOBILITY CORP CL A COM STK | Stock | 92511U102 | — | 223 shares | $691 |
| UROGEN PHARMA LTD COM | Stock | M96088105 | — | 17 shares | $691 |
| ITRON INC COM | Stock | 465741106 | — | 8 shares | $691 |
| BRIXMOR PPTY GROUP INC COM | REIT | 11120U105 | — | 25 shares | $690 |
| MOELIS & CO CL A | Stock | 60786M105 | — | 12 shares | $690 |
| SUPERNUS PHARMACEUTICALS COM | Stock | 868459108 | — | 16 shares | $689 |
| DEL MONTE CORP ORD | Stock | G36738105 | — | 23 shares | $689 |
| BIONTECH SE SPONSORED ADS | ADR | 09075V102 | — | 7 shares | $688 |
| CNO FINL GROUP INC COM | Stock | 12621E103 | — | 13 shares | $688 |
| GLOBAL X SILVER MINERS ETF | ETF | 37954Y848 | — | 8 shares | $688 |
| J & J SNACK FOODS CORP COM | Stock | 466032109 | — | 9 shares | $688 |
| UNDER ARMOUR INC CL A | Stock | 904311107 | — | 154 shares | $687 |
| PARKE BANCORP INC COM | Stock | 700885106 | — | 21 shares | $687 |
| URBAN OUTFITTERS INC COM | Stock | 917047102 | — | 9 shares | $687 |
| CORE NATURAL RESOURCES INC COM SHS | Stock | 218937100 | — | 8 shares | $687 |
| HESAI GROUP SPONSORED ADS | ADR | 428050108 | — | 43 shares | $686 |
| NB BANCORP INC COM | Stock | 63945M107 | — | 31 shares | $686 |
| AMDOCS LTD SHS | Stock | G02602103 | — | 12 shares | $686 |
| ARDAGH METAL PACKAGING S A SHS | Stock | L02235106 | — | 158 shares | $686 |
| RADWARE LTD ORD | Stock | M81873107 | — | 23 shares | $686 |
| U S PHYSICAL THERAPY COM | Stock | 90337L108 | — | 8 shares | $686 |
| HERTZ GLOBAL HLDGS INC COM NEW | Stock | 42806J700 | — | 411 shares | $686 |
| DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | — | 8 shares | $685 |
| HIMS & HERS HEALTH INC COM CL A | Stock | 433000106 | — | 23 shares | $685 |
| INSMED INC COM PAR $.01 | Stock | 457669307 | — | 6 shares | $685 |
| VIKING THERAPEUTICS INC COM | Stock | 92686J106 | — | 21 shares | $685 |
| BREAD FINANCIAL HOLDINGS INC COM | Stock | 018581108 | — | 7 shares | $684 |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | ADR | 500472303 | — | 28 shares | $684 |
| WILLIAMS SONOMA INC COM | Stock | 969904101 | — | 3 shares | $684 |
| WEST BANCORPORATION INC CAP STK | Stock | 95123P106 | — | 24 shares | $684 |
| LARIMAR THERAPEUTICS INC COM | Stock | 517125100 | — | 214 shares | $684 |
| DOLLAR TREE INC COM | Stock | 256746108 | — | 6 shares | $684 |
| AMERESCO INC CL A | Stock | 02361E108 | — | 33 shares | $683 |
| QUANTERIX CORP COM | Stock | 74766Q101 | — | 184 shares | $683 |
| YORK SPACE SYSTEMS INC COM | Stock | 987084100 | — | 79 shares | $683 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 | — | 7 shares | $682 |
| TITAN AMER SA COMMON SHARES | Stock | B9151N105 | — | 50 shares | $682 |
| ELBIT SYS LTD ORD | Stock | M3760D101 | — | 1 shares | $682 |
| IRHYTHM HOLDINGS INC COM | Stock | 450056106 | — | 6 shares | $682 |
| BRIGHTSPRING HEALTH SVCS INC COM | Stock | 10950A106 | — | 12 shares | $681 |
| HINGE HEALTH INC CL A | Stock | 433313103 | — | 7 shares | $681 |
| EQT CORP COM | Stock | 26884L109 | — | 14 shares | $680 |
| HUNTSMAN CORP COM | Stock | 447011107 | — | 81 shares | $680 |
| MARA HOLDINGS INC COM | Stock | 565788106 | — | 60 shares | $680 |
| MARINEMAX INC COM | Stock | 567908108 | — | 13 shares | $680 |
| JAKKS PAC INC COM NEW | Stock | 47012E403 | — | 27 shares | $679 |
| TELADOC HEALTH INC COM | Stock | 87918A105 | — | 117 shares | $679 |
| SPX TECHNOLOGIES INC COM | Stock | 78473E103 | — | 4 shares | $678 |
| ARMOUR RESIDENTIAL REIT INC COM SHS | REIT | 042315705 | — | 49 shares | $678 |
| ROBLOX CORP CL A | Stock | 771049103 | — | 16 shares | $678 |
| SI BONE INC COM | Stock | 825704109 | — | 36 shares | $677 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 12 shares | $676 |
| INNOVEX INTERNATIONAL INC COM | Stock | 457651107 | — | 25 shares | $676 |