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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) |
|---|---|---|---|---|---|
| PLANET FITNESS MASTER ISSUER L CL A | Stock | 72703H101 | — | 16 shares | $676 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 12 shares | $676 |
| PRICESMART INC COM | Stock | 741511109 | — | 4 shares | $676 |
| COLLEGIUM PHARMACEUTICAL INC COM | Stock | 19459J104 | — | 31 shares | $676 |
| AMBEV SA SPONSORED ADR | ADR | 02319V103 | — | 231 shares | $675 |
| LYFT INC CL A COM | Stock | 55087P104 | — | 45 shares | $675 |
| MFA FINL INC COM | REIT | 55272X607 | — | 86 shares | $675 |
| TETRA TECHNOLOGIES INC DEL COM | Stock | 88162F105 | — | 115 shares | $675 |
| WEX INC COM | Stock | 96208T104 | — | 4 shares | $675 |
| TORO CO COM | Stock | 891092108 | — | 7 shares | $675 |
| GLOBUS MED INC CL A | Stock | 379577208 | — | 9 shares | $674 |
| EVOLV TECHNOLOGIES HLDNGS INC COM CL A | Stock | 30049H102 | — | 145 shares | $674 |
| ABERCROMBIE & FITCH CO CL A | Stock | 002896207 | — | 5 shares | $673 |
| HARMONY GOLD MNG LTD SPONSORED ADR | ADR | 413216300 | — | 38 shares | $673 |
| MID PENN BANCORP INC COM | Stock | 59540G107 | — | 19 shares | $673 |
| UNIVERSAL HEALTH RLTY INCOME SH BEN INT | REIT | 91359E105 | — | 18 shares | $673 |
| GIBRALTAR INDS INC COM | Stock | 374689107 | — | 17 shares | $673 |
| HESS MIDSTREAM LP CL A SHS | Stock | 428103105 | — | 18 shares | $673 |
| LIONSGATE STUDIOS CORP COM | Stock | 53626N102 | — | 60 shares | $672 |
| MGIC INVT CORP WIS COM | Stock | 552848103 | — | 26 shares | $672 |
| NMI HLDGS INC COM | Stock | 629209305 | — | 18 shares | $672 |
| TENNANT CO COM | Stock | 880345103 | — | 10 shares | $672 |
| XP INC CL A | Stock | G98239109 | — | 32 shares | $672 |
| FIDELITY HIGH DIVIDEND ETF | ETF | 316092840 | — | 11 shares | $672 |
| CORVEL CORP COM | Stock | 221006109 | — | 9 shares | $671 |
| KYMERA THERAPEUTICS INC COM | Stock | 501575104 | — | 6 shares | $671 |
| SAFEHOLD INC COM | REIT | 78646V107 | — | 57 shares | $671 |
| RXSIGHT INC COM | Stock | 78349D107 | — | 137 shares | $671 |
| HEXCEL CORP NEW COM | Stock | 428291108 | — | 8 shares | $671 |
| ADAPTHEALTH CORP COMMON STOCK | Stock | 00653Q102 | — | 119 shares | $671 |
| SCORPIO TANKERS INC SHS | Stock | Y7542C130 | — | 8 shares | $670 |
| DILLARDS INC CL A | Stock | 254067101 | — | 1 shares | $670 |
| GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR | ADR | 399909100 | — | 18 shares | $670 |
| TITAN MACHY INC COM | Stock | 88830R101 | — | 29 shares | $669 |
| WERIDE INC SPONSORED ADS | ADR | 950915108 | — | 126 shares | $669 |
| SLIDE INS HLDGS INC COM | Stock | 831349105 | — | 30 shares | $669 |
| ENOVA INTL INC COM | Stock | 29357K103 | — | 4 shares | $668 |
| NEUROGENE INC COM | Stock | 64135M105 | — | 24 shares | $668 |
| CNH INDL N V SHS | Stock | N20944109 | — | 52 shares | $668 |
| BANCO BBVA ARGENTINA S A SPONSORED ADS | ADR | 058934100 | — | 52 shares | $668 |
| ALLIED GOLD CORP COM NEW | Stock | 01921D204 | — | 32 shares | $668 |
| GXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 36262G101 | — | 15 shares | $667 |
| SAIA INC COM | Stock | 78709Y105 | — | 2 shares | $667 |
| SAIA INC COM | Stock | 78709Y105 | — | 2 shares | $667 |
| HOVNANIAN ENTERPRISES INC CL A NEW | Stock | 442487401 | — | 6 shares | $667 |
| FIRST BANCORP INC ME COM | Stock | 31866P102 | — | 20 shares | $667 |
| RHYTHM PHARMACEUTICALS INC COM | Stock | 76243J105 | — | 7 shares | $667 |
| TREDEGAR CORP COM | Stock | 894650100 | — | 97 shares | $667 |
| PONY AI INC SPONSORED ADS | ADR | 732908108 | — | 102 shares | $667 |
| PVH CORPORATION COM | Stock | 693656100 | — | 9 shares | $666 |
| RYAN SPECIALTY HOLDINGS INC CL A | Stock | 78351F107 | — | 18 shares | $666 |
| HALLADOR ENERGY COMPANY COM | Stock | 40609P105 | — | 48 shares | $666 |
| APPLIED INDL TECHNOLOGIES INC COM | Stock | 03820C105 | — | 2 shares | $665 |
| APPLIED INDL TECHNOLOGIES INC COM | Stock | 03820C105 | — | 2 shares | $665 |
| FUNKO INC COM CL A | Stock | 361008105 | — | 123 shares | $665 |
| SILICON LABORATORIES INC COM | Stock | 826919102 | — | 3 shares | $665 |
| KRYSTAL BIOTECH INC COM | Stock | 501147102 | — | 2 shares | $665 |
| SILICON LABORATORIES INC COM | Stock | 826919102 | — | 3 shares | $665 |
| PDF SOLUTIONS INC COM | Stock | 693282105 | — | 13 shares | $664 |
| SPROUTS FMRS MKT INC COM | Stock | 85208M102 | — | 10 shares | $664 |
| TRINITY INDS INC COM | Stock | 896522109 | — | 26 shares | $664 |
| OMNICOM GROUP INC COM | Stock | 681919106 | — | 9 shares | $663 |
| TENAYA THERAPEUTICS INC COM | Stock | 87990A106 | — | 1,099 shares | $663 |
| TERADATA CORP DEL COM | Stock | 88076W103 | — | 23 shares | $663 |
| CABLE ONE INC COM | Stock | 12685J105 | — | 60 shares | $661 |
| AGNT INC COM | Stock | 30212W100 | — | 180 shares | $661 |
| INTERNATIONAL SEAWAYS INC COM | Stock | Y41053102 | — | 6 shares | $661 |
| BROOKDALE SR LIVING INC COM | Stock | 112463104 | — | 61 shares | $661 |
| ACADIA HEALTHCARE COMPANY INC COM | Stock | 00404A109 | — | 24 shares | $660 |
| HARLEY DAVIDSON INC COM | Stock | 412822108 | — | 27 shares | $660 |
| RYANAIR HOLDINGS PLC SPONSORED ADR | ADR | 783513203 | — | 12 shares | $660 |
| FIVE BELOW INC COM | Stock | 33829M101 | — | 3 shares | $659 |
| MATSON INC COM | Stock | 57686G105 | — | 3 shares | $659 |
| PACCAR INC COM | Stock | 693718108 | — | 6 shares | $659 |
| AMERANT BANCORP INC CL A | Stock | 023576101 | — | 23 shares | $659 |
| MATSON INC COM | Stock | 57686G105 | — | 3 shares | $659 |
| DEL MONTE CORP ORD | Stock | G36738105 | — | 22 shares | $659 |
| TETRA TECH INC NEW COM | Stock | 88162G103 | — | 20 shares | $659 |
| CLARUS CORP NEW COM | Stock | 18270P109 | — | 194 shares | $658 |
| COHEN & STEERS INC COM | Stock | 19247A100 | — | 9 shares | $658 |
| MONRO INC COM | Stock | 610236101 | — | 47 shares | $658 |
| PAYONEER GLOBAL INC COM | Stock | 70451X104 | — | 92 shares | $657 |
| 3M CO COM | Stock | 88579Y101 | — | 4 shares | $657 |
| GLAUKOS CORP COM | Stock | 377322102 | — | 4 shares | $657 |
| AXCELIS TECHNOLOGIES INC COM NEW | Stock | 054540208 | — | 5 shares | $656 |
| TORONTO DOMINION BK ONT COM NEW | Stock | 891160509 | — | 6 shares | $656 |
| KIRBY CORP COM | Stock | 497266106 | — | 5 shares | $656 |
| NORDSON CORP COM | Stock | 655663102 | — | 2 shares | $656 |
| AXCELIS TECHNOLOGIES INC COM NEW | Stock | 054540208 | — | 5 shares | $656 |
| PFIZER INC COM | Stock | 717081103 | — | 23 shares | $656 |
| VIATRIS INC COM | Stock | 92556V106 | — | 37 shares | $656 |
| BANC OF CALIFORNIA INC COM | Stock | 05990K106 | — | 38 shares | $655 |
| INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY | ETF | 45782C714 | — | 21 shares | $655 |
| SIRIUSPOINT LTD COM | Stock | G8192H106 | — | 27 shares | $655 |
| UIPATH INC CL A | Stock | 90364P105 | — | 51 shares | $655 |
| ACCURAY INC DEL COM | Stock | 004397105 | — | 2,422 shares | $654 |
| HESAI GROUP SPONSORED ADS | ADR | 428050108 | — | 41 shares | $654 |
| CRITEO S A ORD SHS | Stock | L20675101 | — | 43 shares | $654 |
| ANTERIS TECHNOLOGIES GLOBAL COM | Stock | 03675P102 | — | 84 shares | $653 |
| M & T BK CORP COM | Stock | 55261F104 | — | 3 shares | $653 |