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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) |
|---|---|---|---|---|---|
| ITRON INC COM | Stock | 465741106 | — | 6 shares | $518 |
| RITHM CAPITAL CORP COM NEW | REIT | 64828T201 | — | 58 shares | $518 |
| PTC THERAPEUTICS INC COM | Stock | 69366J200 | — | 8 shares | $518 |
| PONCE FINANCIAL GROUP INC COMMON STOCK | Stock | 732344106 | — | 26 shares | $518 |
| DEXCOM INC COM | Stock | 252131107 | — | 6 shares | $518 |
| GEO GROUP INC COM | Stock | 36162J106 | — | 17 shares | $518 |
| PVH CORPORATION COM | Stock | 693656100 | — | 7 shares | $518 |
| COLUMBIA SPORTSWEAR CO COM | Stock | 198516106 | — | 9 shares | $517 |
| CUMMINS INC COM | Stock | 231021106 | — | 1 shares | $517 |
| FIRST HAWAIIAN INC COM | Stock | 32051X108 | — | 21 shares | $517 |
| ASBURY AUTOMOTIVE GROUP INC COM | Stock | 043436104 | — | 3 shares | $517 |
| EL POLLO LOCO HLDGS INC COM | Stock | 268603107 | — | 36 shares | $517 |
| ASBURY AUTOMOTIVE GROUP INC COM | Stock | 043436104 | — | 3 shares | $517 |
| INTERFACE INC COM | Stock | 458665304 | — | 15 shares | $516 |
| UPSTREAM BIO INC COM | Stock | 91678A107 | — | 98 shares | $516 |
| CITI TRENDS INC COM | Stock | 17306X102 | — | 10 shares | $516 |
| FLOWERS FOODS INC COM | Stock | 343498101 | — | 93 shares | $516 |
| APTIV PLC COM SHS | Stock | G3265R107 | — | 12 shares | $516 |
| GLOBAL E ONLINE LTD SHS | Stock | M5216V106 | — | 13 shares | $516 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 2 shares | $515 |
| 4D MOLECULAR THERAPEUTICS INC COM | Stock | 35104E100 | — | 36 shares | $515 |
| OTIS WORLDWIDE CORP COM | Stock | 68902V107 | — | 8 shares | $515 |
| DUCOMMUN INC DEL COM | Stock | 264147109 | — | 3 shares | $515 |
| OMNICOM GROUP INC COM | Stock | 681919106 | — | 7 shares | $515 |
| CHAMPION HOMES INC COM | Stock | 830830105 | — | 6 shares | $514 |
| UIPATH INC CL A | Stock | 90364P105 | — | 40 shares | $514 |
| BARRETT BUSINESS SVCS INC COM | Stock | 068463108 | — | 17 shares | $514 |
| COSTAMARE INC SHS | Stock | Y1771G102 | — | 35 shares | $514 |
| LIQUIDITY SVCS INC COM | Stock | 53635B107 | — | 12 shares | $514 |
| EAGLE MATLS INC COM | Stock | 26969P108 | — | 3 shares | $513 |
| NORTHWEST NAT HLDG CO COM | Stock | 66765N105 | — | 11 shares | $513 |
| LGI HOMES INC COM | Stock | 50187T106 | — | 11 shares | $513 |
| FIRSTSERVICE CORP NEW COM | Stock | 33767E202 | — | 4 shares | $512 |
| RPC INC COM | Stock | 749660106 | — | 91 shares | $512 |
| SUNBELT RENTALS HOLDINGS INC SHS | Stock | 866966104 | — | 7 shares | $512 |
| FLOWSERVE CORP COM | Stock | 34354P105 | — | 7 shares | $512 |
| ENOVIS CORPORATION COM | Stock | 194014502 | — | 28 shares | $512 |
| HAGERTY INC CL A COM | Stock | 405166109 | — | 38 shares | $511 |
| OPAL FUELS INC CLASS A COM | Stock | 68347P103 | — | 292 shares | $511 |
| AYA GOLD & SILVER INC COM | Stock | 05466C109 | — | 19 shares | $511 |
| MARRIOTT VACATIONS WORLDWIDE C COM | Stock | 57164Y107 | — | 5 shares | $511 |
| COMPASS THERAPEUTICS INC COM | Stock | 20454B104 | — | 490 shares | $510 |
| MARQETA INC CL A COM | Stock | 57142B203 | — | 30 shares | $510 |
| SHOALS TECHNOLOGIES GROUP INC CL A | Stock | 82489W107 | — | 63 shares | $510 |
| THIRD COAST BANCSHARES INC COM | Stock | 88422P109 | — | 12 shares | $509 |
| ANI PHARMACEUTICALS INC COM | Stock | 00182C103 | — | 7 shares | $509 |
| INNOVIVA INC COM | Stock | 45781M101 | — | 24 shares | $509 |
| AMERICAN AIRLINES GROUP INC COM | Stock | 02376R102 | — | 38 shares | $508 |
| EXYN TECHNOLOGIES INC COM | Stock | 30233T102 | — | 218 shares | $508 |
| LIBERTY MEDIA CORP DEL COM SER A | Stock | 531229771 | — | 6 shares | $508 |
| REXFORD INDL RLTY INC COM | REIT | 76169C100 | — | 14 shares | $508 |
| AMENTUM HOLDINGS INC COM | Stock | 023939101 | — | 28 shares | $507 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 9 shares | $507 |
| STARFIGHTERS SPACE INC COMMON STOCK | Stock | 85529M104 | — | 277 shares | $507 |
| WAYSTAR HLDG CORP COM | Stock | 946784105 | — | 20 shares | $507 |
| PENNANT GROUP INC COM | Stock | 70805E109 | — | 13 shares | $507 |
| NEW JERSEY RES CORP COM | Stock | 646025106 | — | 10 shares | $506 |
| ABSCI CORPORATION COM | Stock | 00091E109 | — | 47 shares | $506 |
| HIMS & HERS HEALTH INC COM CL A | Stock | 433000106 | — | 17 shares | $506 |
| ALPHA METALLURGICAL RESOUR INC COM | Stock | 020764106 | — | 3 shares | $505 |
| HOULIHAN LOKEY INC CL A | Stock | 441593100 | — | 4 shares | $505 |
| WIX COM LTD SHS | Stock | M98068105 | — | 7 shares | $505 |
| SIONNA THERAPEUTICS INC COM | Stock | 829401108 | — | 96 shares | $505 |
| HAWKINS INC COM | Stock | 420261109 | — | 4 shares | $504 |
| KNIFE RIVER CORP COMMON STOCK | Stock | 498894104 | — | 10 shares | $504 |
| MADRIGAL PHARMACEUTICALS INC COM | Stock | 558868105 | — | 1 shares | $504 |
| ATLAS ENERGY SOLUTIONS INC COM NEW | Stock | 642045108 | — | 42 shares | $504 |
| STONECO LTD COM CL A | Stock | G85158106 | — | 54 shares | $504 |
| ANAPTYSBIO INC COM | Stock | 032724106 | — | 10 shares | $503 |
| HEALTH CATALYST INC COM | Stock | 42225T107 | — | 291 shares | $503 |
| NEXTNAV INC COMMON STOCK | Stock | 65345N106 | — | 35 shares | $503 |
| WYNDHAM HOTELS & RESORTS INC COM | Stock | 98311A105 | — | 7 shares | $503 |
| ON HLDG AG NAMEN AKT A | Stock | H5919C104 | — | 17 shares | $503 |
| PROTHENA CORP PLC SHS | Stock | G72800108 | — | 60 shares | $503 |
| REGENCY CTRS CORP COM | REIT | 758849103 | — | 7 shares | $503 |
| GENUINE PARTS CO COM | Stock | 372460105 | — | 4 shares | $503 |
| ANAPTYSBIO INC COM | Stock | 032724106 | — | 10 shares | $503 |
| BICARA THERAPEUTICS INC COM | Stock | 055477103 | — | 27 shares | $502 |
| BUTTERFLY NETWORK INC COM CL A | Stock | 124155102 | — | 56 shares | $502 |
| LCI INDS COM | Stock | 50189K103 | — | 6 shares | $502 |
| SEVEN HILLS REALTY TRUST COM | REIT | 81784E101 | — | 73 shares | $502 |
| AMN HEALTHCARE SVCS INC COM | Stock | 001744101 | — | 14 shares | $502 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | 539439109 | — | 89 shares | $501 |
| PAN AMERN SILVER CORP COM | Stock | 697900108 | — | 11 shares | $501 |
| PERMA-FIX ENVIRONMENTAL SVCS COM NEW | Stock | 714157203 | — | 32 shares | $501 |
| SCOTTS MIRACLE-GRO CO CL A | Stock | 810186106 | — | 10 shares | $501 |
| VITAL FARMS INC COM | Stock | 92847W103 | — | 54 shares | $501 |
| YPF SOCIEDAD ANONIMA SPONSORED ADS | ADR | 984245100 | — | 10 shares | $501 |
| TRANSMEDICS GROUP INC COM | Stock | 89377M109 | — | 6 shares | $501 |
| ORUKA THERAPEUTICS INC COM | Stock | 687604108 | — | 6 shares | $500 |
| ATEA PHARMACEUTICALS INC COM | Stock | 04683R106 | — | 96 shares | $500 |
| PAYONEER GLOBAL INC COM | Stock | 70451X104 | — | 70 shares | $500 |
| CARGURUS INC COM CL A | Stock | 141788109 | — | 16 shares | $499 |
| LASER PHOTONICS CORP COM | Stock | 51807Q100 | — | 586 shares | $499 |
| ONEMAIN HLDGS INC COM | Stock | 68268W103 | — | 9 shares | $499 |
| PULSE BIOSCIENCES INC COM | Stock | 74587B101 | — | 10 shares | $499 |
| IDEAYA BIOSCIENCES INC COM | Stock | 45166A102 | — | 13 shares | $499 |
| LENZ THERAPEUTICS INC COM | Stock | 52635N103 | — | 130 shares | $499 |
| HERC HLDGS INC COM | Stock | 42704L104 | — | 4 shares | $499 |
| FARMLAND PARTNERS INC COM | REIT | 31154R109 | — | 44 shares | $499 |