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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) |
|---|---|---|---|---|---|
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 8 shares | $653 |
| LA Z BOY INC COM | Stock | 505336107 | — | 22 shares | $652 |
| SOUTHWEST GAS HLDGS INC COM | Stock | 844895102 | — | 8 shares | $652 |
| INTERDIGITAL INC COM | Stock | 45867G101 | — | 2 shares | $652 |
| TANGER INC COM | REIT | 875465106 | — | 19 shares | $652 |
| NICOLET BANKSHARES INC COM | Stock | 65406E102 | — | 4 shares | $652 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 8 shares | $651 |
| MEDIAALPHA INC CL A | Stock | 58450V104 | — | 68 shares | $651 |
| ZURN ELKAY WATER SOLNS CORP COM | Stock | 98983L108 | — | 14 shares | $651 |
| EPAM SYS INC COM | Stock | 29414B104 | — | 6 shares | $650 |
| EPAM SYS INC COM | Stock | 29414B104 | — | 6 shares | $650 |
| NOVAGOLD RESOURCES INC COM NEW | Stock | 66987E206 | — | 100 shares | $650 |
| ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | ETF | 02072L409 | — | 9 shares | $649 |
| MDU RES GROUP INC COM | Stock | 552690109 | — | 35 shares | $649 |
| PROLOGIS INC. COM | REIT | 74340W103 | — | 5 shares | $649 |
| ELME COMMUNITIES SH BEN INT | REIT | 939653101 | — | 373 shares | $649 |
| FERROVIAL NV ORD SHS | Stock | N3168P101 | — | 12 shares | $649 |
| FOSTER L B CO COM | Stock | 350060109 | — | 18 shares | $649 |
| BAXTER INTL INC COM | Stock | 071813109 | — | 27 shares | $648 |
| PTC THERAPEUTICS INC COM | Stock | 69366J200 | — | 10 shares | $648 |
| LIBERTY GLOBAL LTD COM CL A | Stock | G61188101 | — | 71 shares | $648 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 11 shares | $647 |
| REGENCY CTRS CORP COM | REIT | 758849103 | — | 9 shares | $647 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 11 shares | $647 |
| BELLRING BRANDS INC COMMON STOCK | Stock | 07831C103 | — | 84 shares | $646 |
| KINSALE CAP GROUP INC COM | Stock | 49714P108 | — | 2 shares | $646 |
| METALLUS INC COM | Stock | 887399103 | — | 34 shares | $646 |
| TURNING PT BRANDS INC COM | Stock | 90041L105 | — | 11 shares | $646 |
| VIEMED HEALTHCARE INC COM | Stock | 92663R105 | — | 71 shares | $646 |
| DAILY JOURNAL CORP COM | Stock | 233912104 | — | 1 shares | $646 |
| KINSALE CAP GROUP INC COM | Stock | 49714P108 | — | 2 shares | $646 |
| STEWART INFORMATION SVCS CORP COM | Stock | 860372101 | — | 13 shares | $646 |
| ALIGNMENT HEALTHCARE INC COM | Stock | 01625V104 | — | 79 shares | $645 |
| FUBOTV INC COM NEW CL A | Stock | 35953D401 | — | 72 shares | $645 |
| AMERICAN RES CORP CL A | Stock | 02927U208 | — | 360 shares | $644 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 | — | 7 shares | $644 |
| CARLISLE COS INC COM | Stock | 142339100 | — | 2 shares | $644 |
| COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | ADR | 20440W105 | — | 608 shares | $644 |
| GRAY MEDIA INC COM | Stock | 389375106 | — | 143 shares | $644 |
| URBAN EDGE PPTYS COM | REIT | 91704F104 | — | 33 shares | $644 |
| CONDUENT INC COM | Stock | 206787103 | — | 413 shares | $644 |
| BCB BANCORP INC COM | Stock | 055298103 | — | 75 shares | $644 |
| KORN FERRY COM NEW | Stock | 500643200 | — | 9 shares | $644 |
| LEGENCE CORP CL A | Stock | 52476L109 | — | 12 shares | $644 |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | ADR | 45857P806 | — | 4 shares | $643 |
| ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 46434V100 | — | 13 shares | $643 |
| BLACK DIAMOND THERAPEUTICS INC COM | Stock | 09203E105 | — | 340 shares | $641 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 464287887 | — | 4 shares | $641 |
| CORE LABORATORIES INC COM | Stock | 21867A105 | — | 66 shares | $640 |
| EVOLUS INC COM | Stock | 30052C107 | — | 80 shares | $640 |
| CASTLE BIOSCIENCES INC COM | Stock | 14843C105 | — | 18 shares | $640 |
| COGENT BIOSCIENCES INC COM | Stock | 19240Q201 | — | 20 shares | $640 |
| CHIMERA INVT CORP COM SHS | REIT | 16934Q802 | — | 67 shares | $639 |
| DOW HLDGS INC COM | Stock | 260557103 | — | 23 shares | $639 |
| LEXEO THERAPEUTICS INC COM | Stock | 52886X107 | — | 189 shares | $639 |
| DOUGLAS ELLIMAN INC COM | Stock | 25961D105 | — | 420 shares | $638 |
| NOVOCURE LTD ORD SHS | Stock | G6674U108 | — | 40 shares | $638 |
| BATH & BODY WORKS INC COM | Stock | 070830104 | — | 40 shares | $637 |
| COUSINS PPTYS INC COM NEW | REIT | 222795502 | — | 23 shares | $636 |
| FORGENT POWER SOLUTIONS INC COM SHS CL A | Stock | 34631F102 | — | 17 shares | $636 |
| RENAISSANCERE HLDGS LTD COM | Stock | G7496G103 | — | 2 shares | $636 |
| GLOBAL E ONLINE LTD SHS | Stock | M5216V106 | — | 16 shares | $636 |
| KODIAK GAS SVCS INC COM | Stock | 50012A108 | — | 12 shares | $636 |
| CERTARA INC COM | Stock | 15687V109 | — | 69 shares | $635 |
| FIRST FINL BANKSHARES INC COM | Stock | 32020R109 | — | 20 shares | $635 |
| ORCHID IS CAP INC COM NEW | REIT | 68571X301 | — | 117 shares | $635 |
| VOYAGER TECHNOLOGIES INC COM CL A | Stock | 92892B103 | — | 21 shares | $635 |
| ACME UTD CORP COM | Stock | 004816104 | — | 10 shares | $634 |
| ARCUTIS BIOTHERAPEUTICS INC COM | Stock | 03969K108 | — | 24 shares | $634 |
| GIBRALTAR INDS INC COM | Stock | 374689107 | — | 16 shares | $634 |
| HOULIHAN LOKEY INC CL A | Stock | 441593100 | — | 5 shares | $634 |
| HYATT HOTELS CORP COM CL A | Stock | 448579102 | — | 4 shares | $634 |
| HYATT HOTELS CORP COM CL A | Stock | 448579102 | — | 4 shares | $634 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 3 shares | $633 |
| V F CORP COM | Stock | 918204108 | — | 45 shares | $633 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 2 shares | $633 |
| FULTON FINL CORP PA COM | Stock | 360271100 | — | 28 shares | $632 |
| IMMUNITYBIO INC COM | Stock | 45256X103 | — | 67 shares | $632 |
| LEMONADE INC COM | Stock | 52567D107 | — | 14 shares | $632 |
| LOVESAC CO COM | Stock | 54738L109 | — | 42 shares | $632 |
| MAMAS CREATIONS INC COM | Stock | 56146T103 | — | 49 shares | $632 |
| ELME COMMUNITIES SH BEN INT | REIT | 939653101 | — | 363 shares | $632 |
| WINGSTOP INC COM | Stock | 974155103 | — | 6 shares | $632 |
| XENON PHARMACEUTICALS INC COM | Stock | 98420N105 | — | 17 shares | $632 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 19 shares | $632 |
| WINGSTOP INC COM | Stock | 974155103 | — | 6 shares | $632 |
| ALCOA CORP COM | Stock | 013872106 | — | 15 shares | $630 |
| KONTOOR BRANDS INC COM | Stock | 50050N103 | — | 10 shares | $630 |
| STIFEL FINL CORP COM | Stock | 860630102 | — | 9 shares | $630 |
| ULTRAPAR PARTICIPACOES SA SP ADR REP COM | ADR | 90400P101 | — | 86 shares | $630 |
| BRIGHTVIEW HLDGS INC COM | Stock | 10948C107 | — | 63 shares | $630 |
| CULLINAN THERAPEUTICS INC COM | Stock | 230031106 | — | 41 shares | $629 |
| WEYCO GROUP INC COM | Stock | 962149100 | — | 13 shares | $629 |
| SOUTH BOW CORP COM | Stock | 83671M105 | — | 19 shares | $629 |
| TRIMBLE INC COM | Stock | 896239100 | — | 11 shares | $628 |
| ALUMIS INC COM | Stock | 022307102 | — | 85 shares | $628 |
| RPM INTL INC COM | Stock | 749685103 | — | 6 shares | $628 |
| AES CORP COM | Stock | 00130H105 | — | 42 shares | $626 |
| 1ST FINL BANCORP COM | Stock | 320209109 | — | 20 shares | $626 |
| TELEFLEX INCORPORATED COM | Stock | 879369106 | — | 5 shares | $625 |