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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) |
|---|---|---|---|---|---|
| SUPER GROUP SGHC LIMITED ORD SHS | Stock | G8588X103 | — | 49 shares | $556 |
| INTUITIVE MACHINES INC CLASS A COM | Stock | 46125A100 | — | 39 shares | $555 |
| JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | ETF | 46641Q233 | — | 9 shares | $555 |
| RYAN SPECIALTY HOLDINGS INC CL A | Stock | 78351F107 | — | 15 shares | $555 |
| REVOLVE GROUP INC CL A | Stock | 76156B107 | — | 26 shares | $555 |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 099502106 | — | 8 shares | $555 |
| CIPHER DIGITAL INC COM | Stock | 17253J106 | — | 35 shares | $554 |
| CONTANGO SILVER & GOLD INC COM | Stock | 21077F100 | — | 33 shares | $554 |
| LIBERTY MEDIA CORP DEL COM SER C | Stock | 531229755 | — | 6 shares | $554 |
| ARCH CAP GROUP LTD ORD | Stock | G0450A105 | — | 6 shares | $554 |
| Q2 HLDGS INC COM | Stock | 74736L109 | — | 10 shares | $554 |
| AON PLC SHS CL A | Stock | G0403H108 | — | 2 shares | $554 |
| EVERSPIN TECHNOLOGIES INC COM | Stock | 30041T104 | — | 30 shares | $553 |
| NOMAD PWR SOLUTIONS INC COM | Stock | 539319301 | — | 141 shares | $553 |
| NAVIENT CORPORATION COM | Stock | 63938C108 | — | 61 shares | $553 |
| ORASURE TECHNOLOGIES INC COM | Stock | 68554V108 | — | 141 shares | $553 |
| UNIVERSAL LOGISTICS HLDGS INC COM | Stock | 91388P105 | — | 32 shares | $553 |
| CRISPR THERAPEUTICS AG NAMEN AKT | Stock | H17182108 | — | 10 shares | $553 |
| ADDUS HOMECARE CORP COM | Stock | 006739106 | — | 5 shares | $553 |
| GROUPON INC COM NEW | Stock | 399473206 | — | 28 shares | $553 |
| POWELL INDS INC COM | Stock | 739128106 | — | 3 shares | $553 |
| ADDUS HOMECARE CORP COM | Stock | 006739106 | — | 5 shares | $553 |
| RANPAK HOLDINGS CORP COM CL A | Stock | 75321W103 | — | 133 shares | $552 |
| UPSTART HLDGS INC COM | Stock | 91680M107 | — | 24 shares | $552 |
| PALVELLA THERAPEUTICS INC NEW COM | Stock | 697947109 | — | 4 shares | $552 |
| DOORDASH INC CL A | Stock | 25809K105 | — | 3 shares | $551 |
| ENERSYS COM | Stock | 29275Y102 | — | 3 shares | $551 |
| F N B CORP COM | Stock | 302520101 | — | 32 shares | $551 |
| KARMAN HLDGS INC COMMON STOCK | Stock | 485924104 | — | 17 shares | $551 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 1 shares | $551 |
| STRYKER CORPORATION COM | Stock | 863667101 | — | 2 shares | $551 |
| DIEBOLD NIXDORF INC COM SHS | Stock | 253651202 | — | 9 shares | $551 |
| EVOLENT HEALTH INC CL A | Stock | 30050B101 | — | 158 shares | $551 |
| TOAST INC CL A | Stock | 888787108 | — | 19 shares | $551 |
| RADIAN GROUP INC COM | Stock | 750236101 | — | 18 shares | $551 |
| ANTERIX INC COM | Stock | 03676C100 | — | 7 shares | $550 |
| ONE LIBERTY PPTYS INC COM | REIT | 682406103 | — | 25 shares | $550 |
| WILLSCOT HLDGS CORP COM CL A | Stock | 971378104 | — | 32 shares | $550 |
| ZENATECH INC COM NEW | Stock | 98936T208 | — | 420 shares | $550 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 3 shares | $550 |
| CITIZENS & NORTHN CORP COM | Stock | 172922106 | — | 22 shares | $550 |
| FS KKR CAP CORP COM | CEF | 302635206 | — | 50 shares | $550 |
| BANKUNITED INC COM | Stock | 06652K103 | — | 13 shares | $549 |
| EQUIFAX INC COM | Stock | 294429105 | — | 4 shares | $549 |
| HERON THERAPEUTICS INC COM | Stock | 427746102 | — | 1,752 shares | $549 |
| LIONSGATE STUDIOS CORP COM | Stock | 53626N102 | — | 49 shares | $549 |
| VAIL RESORTS INC COM | Stock | 91879Q109 | — | 4 shares | $549 |
| VAIL RESORTS INC COM | Stock | 91879Q109 | — | 4 shares | $549 |
| VIKING HOLDINGS LTD ORD SHS | Stock | G93A5A101 | — | 7 shares | $548 |
| AMERICAN FINANCIAL GROUP INC COM | Stock | 025932104 | — | 4 shares | $547 |
| CELSIUS HLDGS INC COM NEW | Stock | 15118V207 | — | 20 shares | $547 |
| FIRST AMERN FINL CORP COM | Stock | 31847R102 | — | 9 shares | $547 |
| LIBERTY ENERGY INC COM CL A | Stock | 53115L104 | — | 30 shares | $547 |
| FIRST CMNTY CORP S C COM | Stock | 319835104 | — | 17 shares | $547 |
| COMMUNITY WEST BANCSHARES NEW COM | Stock | 203937107 | — | 21 shares | $547 |
| NEXTPOWER INC COM | Stock | 65290E101 | — | 7 shares | $546 |
| NEXTPOWER INC COM | Stock | 65290E101 | — | 7 shares | $546 |
| PEARSON PLC SPONSORED ADR | ADR | 705015105 | — | 34 shares | $546 |
| SENTINELONE INC CL A | Stock | 81730H109 | — | 23 shares | $546 |
| HAWAIIAN ELEC INDS INC MTN BE COM | Stock | 419870100 | — | 61 shares | $545 |
| PRIMERICA INC COM | Stock | 74164M108 | — | 2 shares | $545 |
| PANGAEA LOGISTICS SOLUTION LTD SHS | Stock | G6891L105 | — | 68 shares | $545 |
| CLEAR SECURE INC COM CL A | Stock | 18467V109 | — | 13 shares | $545 |
| AMERICAS GOLD AND SILVER CORP COM NEW | Stock | 03062D803 | — | 125 shares | $545 |
| AMCOR PLC COM NEW | Stock | G0250X149 | — | 13 shares | $544 |
| ETHAN ALLEN INTERIORS INC COM | Stock | 297602104 | — | 26 shares | $544 |
| GRID DYNAMICS HLDGS INC CL A | Stock | 39813G109 | — | 69 shares | $544 |
| AEGON LTD AMER REG 1 CERT | ADR | 0076CA104 | — | 63 shares | $544 |
| ASSOCIATED BANC-CORP COM | Stock | 045487105 | — | 19 shares | $544 |
| BENTLEY SYS INC COM CL B | Stock | 08265T208 | — | 17 shares | $543 |
| DRIVEN BRANDS HLDGS INC COM | Stock | 26210V102 | — | 46 shares | $543 |
| TELEPHONE & DATA SYS INC COM NEW | Stock | 879433829 | — | 16 shares | $543 |
| INTAPP INC COM | Stock | 45827U109 | — | 15 shares | $543 |
| DELCATH SYS INC COM NEW | Stock | 24661P807 | — | 34 shares | $543 |
| HELIOS TECHNOLOGIES INC COM | Stock | 42328H109 | — | 8 shares | $543 |
| HYLIION HOLDINGS CORP COMMON STOCK | Stock | 449109107 | — | 130 shares | $542 |
| INFINITY NAT RES INC COM CL A | Stock | 456941103 | — | 43 shares | $542 |
| ASSURED GUARANTY LTD COM | Stock | G0585R106 | — | 8 shares | $542 |
| AXT INC COM | Stock | 00246W103 | — | 7 shares | $542 |
| MAXLINEAR INC COM | Stock | 57776J100 | — | 6 shares | $542 |
| CAVA GROUP INC COM | Stock | 148929102 | — | 10 shares | $541 |
| JACOBS SOLUTIONS INC COM | Stock | 46982L108 | — | 4 shares | $541 |
| MEDIFAST INC COM | Stock | 58470H101 | — | 47 shares | $541 |
| REYNOLDS CONSUMER PRODS INC COM | Stock | 76171L106 | — | 25 shares | $541 |
| ULTRAGENYX PHARMACEUTICAL INC COM | Stock | 90400D108 | — | 36 shares | $541 |
| LUCID GROUP INC COM NEW | Stock | 549498202 | — | 133 shares | $541 |
| GCM GROSVENOR INC COM CL A | Stock | 36831E108 | — | 42 shares | $541 |
| BICYCLE THERAPEUTICS PLC SPONSORED ADS | ADR | 088786108 | — | 147 shares | $541 |
| BERKLEY W R CORP COM | Stock | 084423102 | — | 8 shares | $540 |
| BIOMARIN PHARMACEUTICAL INC COM | Stock | 09061G101 | — | 9 shares | $540 |
| CABLE ONE INC COM | Stock | 12685J105 | — | 49 shares | $540 |
| CONSTRUCTION PARTNERS INC COM CL A | Stock | 21044C107 | — | 6 shares | $540 |
| PAYSAFE LIMITED SHS | Stock | G6964L206 | — | 96 shares | $540 |
| NEXXEN INTL LTD SHS NEW | Stock | M8T80P204 | — | 60 shares | $540 |
| OPTION CARE HEALTH INC COM NEW | Stock | 68404L201 | — | 24 shares | $540 |
| MAGNOLIA OIL & GAS CORP CL A | Stock | 559663109 | — | 23 shares | $540 |
| KE HLDGS INC SPONSORED ADS | ADR | 482497104 | — | 32 shares | $539 |
| MEIRAGTX HLDGS PLC COM | Stock | G59665102 | — | 49 shares | $539 |
| TKO GROUP HOLDINGS INC CL A | Stock | 87256C101 | — | 3 shares | $539 |
| ESSEX PPTY TR INC COM | REIT | 297178105 | — | 2 shares | $539 |