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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) |
|---|---|---|---|---|---|
| QUIDELORTHO CORP COM | Stock | 219798105 | — | 57 shares | $601 |
| PENSKE AUTOMOTIVE GRP INC COM | Stock | 70959W103 | — | 3 shares | $601 |
| SCOTTS MIRACLE-GRO CO CL A | Stock | 810186106 | — | 12 shares | $601 |
| KIMBALL ELECTRONICS INC COM | Stock | 49428J109 | — | 22 shares | $601 |
| MESOBLAST LTD SPONS ADR | ADR | 590717401 | — | 41 shares | $601 |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | Stock | G66721104 | — | 41 shares | $601 |
| CHAMPION HOMES INC COM | Stock | 830830105 | — | 7 shares | $600 |
| CNB FINL CORP PA COM | Stock | 126128107 | — | 18 shares | $599 |
| DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | — | 7 shares | $599 |
| DOMINOS PIZZA INC COM | Stock | 25754A201 | — | 2 shares | $599 |
| GLOBUS MED INC CL A | Stock | 379577208 | — | 8 shares | $599 |
| GLOBUS MED INC CL A | Stock | 379577208 | — | 8 shares | $599 |
| COASTAL FINL CORP WA COM NEW | Stock | 19046P209 | — | 15 shares | $599 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 18 shares | $599 |
| BRIGHTHOUSE FINL INC COM | Stock | 10922N103 | — | 12 shares | $599 |
| OCULAR THERAPEUTIX INC COM | Stock | 67576A100 | — | 78 shares | $598 |
| REMITLY GLOBAL INC COM | Stock | 75960P104 | — | 28 shares | $598 |
| ZSCALER INC COM | Stock | 98980G102 | — | 3 shares | $598 |
| TRUEBLUE INC COM | Stock | 89785X101 | — | 65 shares | $598 |
| ZSCALER INC COM | Stock | 98980G102 | — | 3 shares | $598 |
| LITHIUM AMERS CORP NEW COM SHS | Stock | 53681J103 | — | 227 shares | $597 |
| HEARTFLOW INC COM | Stock | 42238D107 | — | 12 shares | $597 |
| FORMFACTOR INC COM | Stock | 346375108 | — | 4 shares | $597 |
| BILL HOLDINGS INC COM | Stock | 090043100 | — | 14 shares | $596 |
| DOCGO INC COM | Stock | 256086109 | — | 1,491 shares | $596 |
| REPUBLIC AWYS HLDGS INC COM SHS | Stock | 590479408 | — | 33 shares | $596 |
| AMBITIONS ENTERPRISE MGMT CO. USD CL A ORD SHS | Stock | G0262A103 | — | 435 shares | $596 |
| FLOOR & DECOR HLDGS INC CL A | Stock | 339750101 | — | 13 shares | $596 |
| CANADIAN NATL RY CO COM | Stock | 136375102 | — | 5 shares | $595 |
| SMUCKER J M CO COM NEW | Stock | 832696405 | — | 5 shares | $595 |
| SMUCKER J M CO COM NEW | Stock | 832696405 | — | 5 shares | $595 |
| CURIOSITYSTREAM INC COM CL A | Stock | 23130Q107 | — | 204 shares | $594 |
| PEARSON PLC SPONSORED ADR | ADR | 705015105 | — | 37 shares | $594 |
| VIVID SEATS INC COM CL A | Stock | 92854T209 | — | 154 shares | $594 |
| KESTRA MED TECHNOLOGIES LTD SHS | Stock | G52441105 | — | 21 shares | $594 |
| GAP INC COM | Stock | 364760108 | — | 26 shares | $594 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 5 shares | $593 |
| ELICIO THERAPEUTICS INC COM | Stock | 28657F103 | — | 326 shares | $593 |
| GROUPON INC COM NEW | Stock | 399473206 | — | 30 shares | $593 |
| MERCURY GENL CORP NEW COM | Stock | 589400100 | — | 6 shares | $593 |
| ZENAS BIOPHARMA INC COM | Stock | 98937L105 | — | 22 shares | $593 |
| GETTY RLTY CORP NEW COM | REIT | 374297109 | — | 21 shares | $593 |
| MERCURY GENL CORP NEW COM | Stock | 589400100 | — | 6 shares | $593 |
| EASTGROUP PPTYS INC COM | REIT | 277276101 | — | 3 shares | $592 |
| VERMILION ENERGY INC COM | Stock | 923725105 | — | 52 shares | $592 |
| INNODATA INC COM NEW | Stock | 457642205 | — | 9 shares | $592 |
| UTAH MED PRODS INC COM | Stock | 917488108 | — | 8 shares | $592 |
| EASTGROUP PPTYS INC COM | REIT | 277276101 | — | 3 shares | $592 |
| RPM INTL INC COM | Stock | 749685103 | — | 6 shares | $592 |
| NATIONAL HEALTH INVS INC COM | REIT | 63633D104 | — | 9 shares | $591 |
| OLD NATL BANCORP IND COM | Stock | 680033107 | — | 24 shares | $591 |
| UIPATH INC CL A | Stock | 90364P105 | — | 46 shares | $591 |
| WEYERHAEUSER CO COM NEW | REIT | 962166104 | — | 31 shares | $591 |
| VEON LTD SPONSORED ADS | ADR | 91822M502 | — | 8 shares | $591 |
| INOGEN INC COM | Stock | 45780L104 | — | 112 shares | $590 |
| MEDLINE INC COM CL A | Stock | 58507V107 | — | 17 shares | $590 |
| N-ABLE INC COMMON STOCK | Stock | 62878D100 | — | 144 shares | $590 |
| EVERSPIN TECHNOLOGIES INC COM | Stock | 30041T104 | — | 32 shares | $590 |
| PULMONX CORP COM | Stock | 745848101 | — | 309 shares | $590 |
| AECOM COM | Stock | 00766T100 | — | 10 shares | $590 |
| N-ABLE INC COMMON STOCK | Stock | 62878D100 | — | 144 shares | $590 |
| NOVOCURE LTD ORD SHS | Stock | G6674U108 | — | 37 shares | $590 |
| EXPONENT INC COM | Stock | 30214U102 | — | 9 shares | $589 |
| SIX FLAGS ENTERTAINMENT CORP COM | Stock | 83001C108 | — | 55 shares | $589 |
| VANDA PHARMACEUTICALS INC COM | Stock | 921659108 | — | 120 shares | $589 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 10 shares | $589 |
| ARRAY TECHNOLOGIES INC COM SHS | Stock | 04271T100 | — | 146 shares | $588 |
| FLOWERS FOODS INC COM | Stock | 343498101 | — | 106 shares | $588 |
| NCR VOYIX CORPORATION COM | Stock | 62886E108 | — | 86 shares | $588 |
| BLOCK INC CL A | Stock | 852234103 | — | 8 shares | $588 |
| STRIVE INC CL A COM | Stock | 862945300 | — | 20 shares | $588 |
| DOLBY LABORATORIES INC COM CL A | Stock | 25659T107 | — | 10 shares | $588 |
| HEXCEL CORP NEW COM | Stock | 428291108 | — | 7 shares | $587 |
| NCR ATLEOS CORPORATION COM SHS | Stock | 63001N106 | — | 13 shares | $587 |
| SHAKE SHACK INC CL A | Stock | 819047101 | — | 10 shares | $587 |
| GFL ENVIRONMENTAL INC SUB VTG SHS | Stock | 36168Q104 | — | 14 shares | $586 |
| STRATTEC SEC CORP COM | Stock | 863111100 | — | 9 shares | $585 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 | — | 6 shares | $585 |
| PEABODY ENERGY CORP COM | Stock | 704551100 | — | 24 shares | $585 |
| CALIX INC COM | Stock | 13100M509 | — | 17 shares | $584 |
| OWENS CORNING NEW COM | Stock | 690742101 | — | 5 shares | $584 |
| SEA LTD SPONSORD ADS | ADR | 81141R100 | — | 6 shares | $584 |
| EASTMAN CHEM CO COM | Stock | 277432100 | — | 9 shares | $584 |
| IMMIX BIOPHARMA INC COM | Stock | 45258H106 | — | 56 shares | $583 |
| LIMONEIRA CO COM | Stock | 532746104 | — | 49 shares | $583 |
| OSI SYSTEMS INC COM | Stock | 671044105 | — | 3 shares | $583 |
| SUNSTONE HOTEL INVS INC NEW COM | REIT | 867892101 | — | 52 shares | $583 |
| 3D SYS CORP DEL COM NEW | Stock | 88554D205 | — | 162 shares | $583 |
| BLACKBAUD INC COM | Stock | 09227Q100 | — | 14 shares | $583 |
| PENTAIR PLC SHS | Stock | G7S00T104 | — | 11 shares | $583 |
| SUNSTONE HOTEL INVS INC NEW COM | REIT | 867892101 | — | 52 shares | $583 |
| AGILYSYS INC COM | Stock | 00847J105 | — | 6 shares | $582 |
| FRESENIUS MEDICAL CARE AG SPONSORED ADR | ADR | 358029106 | — | 26 shares | $582 |
| NI HLDGS INC COM | Stock | 65342T106 | — | 39 shares | $582 |
| SKYWEST INC COM | Stock | 830879102 | — | 6 shares | $582 |
| BRINKER INTL INC COM | Stock | 109641100 | — | 3 shares | $581 |
| GOODYEAR TIRE & RUBR CO COM | Stock | 382550101 | — | 117 shares | $581 |
| VENTURE GLOBAL INC COM CL A | Stock | 92333F101 | — | 46 shares | $581 |
| VERA THERAPEUTICS INC CL A | Stock | 92337R101 | — | 18 shares | $581 |
| TERRENO RLTY CORP COM | REIT | 88146M101 | — | 9 shares | $581 |