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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) |
|---|---|---|---|---|---|
| MATERION CORP COM | Stock | 576690101 | — | 2 shares | $539 |
| COLLIERS INTL GROUP INC SUB VTG SHS | Stock | 194693107 | — | 6 shares | $539 |
| CONAGRA BRANDS INC COM | Stock | 205887102 | — | 40 shares | $538 |
| EMBECTA CORP COMMON STOCK | Stock | 29082K105 | — | 95 shares | $538 |
| INFOSYS LTD SPONSORED ADR | ADR | 456788108 | — | 50 shares | $538 |
| AZZ INC COM | Stock | 002474104 | — | 4 shares | $538 |
| AQUESTIVE THERAPEUTICS INC COM | Stock | 03843E104 | — | 116 shares | $537 |
| AVALO THERAPEUTICS INC COM NEW | Stock | 05338F306 | — | 35 shares | $537 |
| OPORTUN FINL CORP COM | Stock | 68376D104 | — | 66 shares | $537 |
| AT&T INC COM | Stock | 00206R102 | — | 22 shares | $537 |
| FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | Stock | 649445400 | — | 46 shares | $537 |
| IQIYI INC SPONSORED ADS | ADR | 46267X108 | — | 536 shares | $536 |
| PARK NATL CORP COM | Stock | 700658107 | — | 3 shares | $536 |
| EXZEO GROUP INC COM SHS | Stock | 30234F101 | — | 37 shares | $535 |
| FRIEDMAN INDS INC COM | Stock | 358435105 | — | 14 shares | $535 |
| WISE GROUP PLC ORD SHS CLASS A | Stock | G9723Y105 | — | 47 shares | $535 |
| TIMBERLAND BANCORP INC COM | Stock | 887098101 | — | 12 shares | $535 |
| HOME BANCSHARES INC COM | Stock | 436893200 | — | 19 shares | $535 |
| BANCO MACRO S A SPON ADR B | ADR | 05961W105 | — | 8 shares | $535 |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | ADR | 191241108 | — | 5 shares | $534 |
| NORTHWEST BANCSHARES INC COM | Stock | 667340103 | — | 36 shares | $534 |
| SPYRE THERAPEUTICS INC COM NEW | Stock | 00773J202 | — | 6 shares | $534 |
| BCB BANCORP INC COM | Stock | 055298103 | — | 62 shares | $533 |
| CASS INFORMATION SYS INC COM | Stock | 14808P109 | — | 10 shares | $533 |
| CASS INFORMATION SYS INC COM | Stock | 14808P109 | — | 10 shares | $533 |
| PETCO HEALTH & WELLNESS CO INC CL A COM | Stock | 71601V105 | — | 235 shares | $533 |
| SINCLAIR INC CL A | Stock | 829242106 | — | 42 shares | $533 |
| TERAWULF INC COM | Stock | 88080T104 | — | 36 shares | $533 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 5 shares | $532 |
| NANO DIMENSION LTD SPONSORD ADS NEW | ADR | 63008G203 | — | 339 shares | $532 |
| TEADS HLDG CO COM | Stock | 69002R103 | — | 1,042 shares | $532 |
| HEALTHEQUITY INC COM | Stock | 42226A107 | — | 6 shares | $531 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 14 shares | $531 |
| ELME COMMUNITIES SH BEN INT | REIT | 939653101 | — | 305 shares | $531 |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | Stock | 98980F104 | — | 140 shares | $531 |
| FIRST MAJESTIC SILVER CORP COM | Stock | 32076V103 | — | 30 shares | $531 |
| VICTORIAS SECRET AND CO COMMON STOCK | Stock | 926400102 | — | 6 shares | $531 |
| DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | — | 6 shares | $530 |
| PROSPERITY BANCSHARES INC COM | Stock | 743606105 | — | 8 shares | $530 |
| TPG INC COM CL A | Stock | 872657101 | — | 12 shares | $530 |
| ALBEMARLE CORP COM | Stock | 012653101 | — | 5 shares | $529 |
| BRAEMAR HOTELS & RESORTS INC COM | REIT | 10482B101 | — | 317 shares | $529 |
| SMURFIT WESTROCK PLC SHS | Stock | G8267P108 | — | 12 shares | $529 |
| INFINITY NAT RES INC COM CL A | Stock | 456941103 | — | 42 shares | $529 |
| BOOST RUN INC ORD SHS CL A | Stock | 09940T100 | — | 32 shares | $528 |
| METHANEX CORP COM | Stock | 59151K108 | — | 9 shares | $528 |
| SKYWARD SPECIALTY INS GROUP IN COM | Stock | 830940102 | — | 10 shares | $528 |
| XPO INC COM | Stock | 983793100 | — | 3 shares | $528 |
| MGM RESORTS INTERNATIONAL COM | Stock | 552953101 | — | 17 shares | $528 |
| JBT MAREL CORPORATION COM | Stock | 477839104 | — | 5 shares | $528 |
| AVIDBANK HLDGS INC COM | Stock | 05368J103 | — | 17 shares | $527 |
| NCR VOYIX CORPORATION COM | Stock | 62886E108 | — | 77 shares | $527 |
| STARWOOD PPTY TR INC COM | REIT | 85571B105 | — | 39 shares | $527 |
| SONIDA SENIOR LIVING INC COM | Stock | 140475203 | — | 14 shares | $526 |
| EMERA INC COM | Stock | 290876101 | — | 11 shares | $526 |
| HASBRO INC COM | Stock | 418056107 | — | 6 shares | $526 |
| INNODATA INC COM NEW | Stock | 457642205 | — | 8 shares | $526 |
| THRIVENT SMALL CAP VALUE ETF | ETF | 88588G406 | — | 18 shares | $526 |
| VIRGIN GALACTIC HOLDINGS INC COM NEW | Stock | 92766K403 | — | 176 shares | $526 |
| AMPLIFY ENERGY CORP NEW COM | Stock | 03212B103 | — | 125 shares | $526 |
| LIONSGATE STUDIOS CORP COM | Stock | 53626N102 | — | 47 shares | $526 |
| FIGMA INC CLASS A COM STK | Stock | 316841105 | — | 25 shares | $526 |
| CHEESECAKE FACTORY INC COM | Stock | 163072101 | — | 5 shares | $526 |
| AMC GLOBAL MEDIA INC CL A | Stock | 00164V103 | — | 45 shares | $525 |
| COTY INC COM CL A | Stock | 222070203 | — | 201 shares | $525 |
| WESTAMERICA BANCORPORATION COM | Stock | 957090103 | — | 9 shares | $525 |
| FLYWIRE CORPORATION COM VTG | Stock | 302492103 | — | 30 shares | $525 |
| CONCENTRIX CORP COM | Stock | 20602D101 | — | 21 shares | $524 |
| NATIONAL VISION HLDGS INC COM | Stock | 63845R107 | — | 32 shares | $524 |
| KINGSWAY CORP COM NEW | Stock | 496904202 | — | 55 shares | $523 |
| UNIVERSAL HEALTH RLTY INCOME SH BEN INT | REIT | 91359E105 | — | 14 shares | $523 |
| NORDIC AMERICAN TANKERS LIMITE COM | Stock | G65773106 | — | 66 shares | $523 |
| PERMA-PIPE INTL HLDGS INC COM | Stock | 714167103 | — | 17 shares | $523 |
| FLEX LNG LTD SHS | Stock | G35947202 | — | 17 shares | $523 |
| DLOCAL LTD CLASS A COM | Stock | G29018101 | — | 38 shares | $523 |
| GENCO SHIPPING & TRADING LTD SHS | Stock | Y2685T131 | — | 20 shares | $523 |
| KADANT INC COM | Stock | 48282T104 | — | 2 shares | $523 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 36266G107 | — | 8 shares | $523 |
| DONALDSON INC COM | Stock | 257651109 | — | 6 shares | $522 |
| FOUR CORNERS PPTY TR INC COM | REIT | 35086T109 | — | 24 shares | $522 |
| JOHN MARSHALL BANCORP INC COM | Stock | 47805L101 | — | 23 shares | $522 |
| ODDITY TECH LTD SHS CL A | Stock | M7518J104 | — | 28 shares | $522 |
| INVESCO MORTGAGE CAPITAL INC COM | REIT | 46131B704 | — | 86 shares | $522 |
| ONTERRIS INC COM | Stock | 615111101 | — | 39 shares | $522 |
| NURIX THERAPEUTICS INC COM | Stock | 67080M103 | — | 22 shares | $522 |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | Stock | G52694109 | — | 7 shares | $522 |
| GREENBRIER COS INC COM | Stock | 393657101 | — | 13 shares | $521 |
| MEDLINE INC COM CL A | Stock | 58507V107 | — | 15 shares | $521 |
| TUHURA BIOSCIENCES INC COM | Stock | 898920103 | — | 248 shares | $521 |
| XENON PHARMACEUTICALS INC COM | Stock | 98420N105 | — | 14 shares | $521 |
| XENON PHARMACEUTICALS INC COM | Stock | 98420N105 | — | 14 shares | $521 |
| MESA LABS INC COM | Stock | 59064R109 | — | 4 shares | $520 |
| PROGRESS SOFTWARE CORP COM | Stock | 743312100 | — | 13 shares | $520 |
| DUPONT DE NEMOURS INC COMMON STOCK | Stock | 26614N201 | — | 4 shares | $520 |
| KNOWLES CORP COM | Stock | 49926D109 | — | 14 shares | $520 |
| UMB FINL CORP COM | Stock | 902788108 | — | 4 shares | $520 |
| REYNOLDS CONSUMER PRODS INC COM | Stock | 76171L106 | — | 24 shares | $519 |
| ROLLINS INC COM | Stock | 775711104 | — | 17 shares | $519 |
| FARMERS & MERCHANTS BANCORP IN COM | Stock | 30779N105 | — | 15 shares | $519 |
| INNVENTURE INC COM | Stock | 45784M108 | — | 903 shares | $518 |