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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) |
|---|---|---|---|---|---|
| MONDAY COM LTD SHS | Stock | M7S64H106 | — | 5 shares | $392 |
| ASCENTAGE PHARMA GROUP INTL SPONSORED ADS | ADR | 04390B105 | — | 24 shares | $391 |
| INSULET CORP COM | Stock | 45784P101 | — | 3 shares | $391 |
| URBAN EDGE PPTYS COM | REIT | 91704F104 | — | 20 shares | $391 |
| VAALCO ENERGY INC COM NEW | Stock | 91851C201 | — | 69 shares | $391 |
| STAGWELL INC COM CL A | Stock | 85256A109 | — | 48 shares | $391 |
| CLIMB BIO INC COM | Stock | 28658R106 | — | 34 shares | $390 |
| GENERAL MILLS INC COM | Stock | 370334104 | — | 12 shares | $390 |
| KITE REALTY GROUP TRUST COM NEW | REIT | 49803T300 | — | 16 shares | $390 |
| SLB LIMITED COM STK | Stock | 806857108 | — | 8 shares | $390 |
| FIRST WESTN FINL INC COM | Stock | 33751L105 | — | 13 shares | $390 |
| INOGEN INC COM | Stock | 45780L104 | — | 74 shares | $390 |
| APOGEE ENTERPRISES INC COM | Stock | 037598109 | — | 11 shares | $389 |
| CARPENTER TECHNOLOGY CORP COM | Stock | 144285103 | — | 1 shares | $389 |
| MANPOWERGROUP INC WIS COM | Stock | 56418H100 | — | 7 shares | $389 |
| ELEVANCE HEALTH INC FORMERLY A COM | Stock | 036752103 | — | 1 shares | $389 |
| ATRIUM THERAPEUTICS INC COM | Stock | 04965N104 | — | 47 shares | $389 |
| RENASANT CORP COM | Stock | 75970E107 | — | 10 shares | $389 |
| LANZATECH GLOBAL INC COM NEW | Stock | 51655R200 | — | 68 shares | $388 |
| COVENANT LOGISTICS GROUP INC CL A | Stock | 22284P105 | — | 12 shares | $388 |
| SKYWEST INC COM | Stock | 830879102 | — | 4 shares | $388 |
| COLUMBIA FINL INC COM SHS | Stock | 197914104 | — | 35 shares | $387 |
| UNIQURE NV SHS | Stock | N90064101 | — | 16 shares | $387 |
| BRINKER INTL INC COM | Stock | 109641100 | — | 2 shares | $387 |
| RLI CORP COM | Stock | 749607107 | — | 7 shares | $387 |
| CAPITAL CITY BANK COM | Stock | 139674105 | — | 8 shares | $387 |
| GRIFOLS S A SP ADR REP B NVT | ADR | 398438408 | — | 53 shares | $387 |
| WEYCO GROUP INC COM | Stock | 962149100 | — | 8 shares | $387 |
| EXTREME NETWORKS INC COM | Stock | 30226D106 | — | 18 shares | $386 |
| GRID DYNAMICS HLDGS INC CL A | Stock | 39813G109 | — | 49 shares | $386 |
| EXTREME NETWORKS INC COM | Stock | 30226D106 | — | 18 shares | $386 |
| ESTABLISHMENT LABS HLDGS INC COM | Stock | G31249108 | — | 6 shares | $385 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | M22465104 | — | 3 shares | $385 |
| PBF ENERGY INC CL A | Stock | 69318G106 | — | 5 shares | $385 |
| ALIGHT INC COM SHS CL A | Stock | 01626W200 | — | 43 shares | $384 |
| BAKER HUGHES COMPANY CL A | Stock | 05722G100 | — | 7 shares | $384 |
| INSTALLED BLDG PRODS INC COM | Stock | 45780R101 | — | 2 shares | $384 |
| STAAR SURGICAL CO COM PAR $0.01 | Stock | 852312305 | — | 17 shares | $384 |
| PENGUIN SOLUTIONS INC COM | Stock | 706915105 | — | 7 shares | $383 |
| YESWAY INC COM CL A | Stock | 98585C100 | — | 19 shares | $383 |
| INMODE LTD SHS | Stock | M5425M103 | — | 27 shares | $383 |
| ARCBEST CORP COM | Stock | 03937C105 | — | 3 shares | $382 |
| BRIGHT HORIZONS FAM SOL IN DEL COM | Stock | 109194100 | — | 6 shares | $382 |
| COPART INC COM | Stock | 217204106 | — | 14 shares | $382 |
| J & J SNACK FOODS CORP COM | Stock | 466032109 | — | 5 shares | $382 |
| GLOBANT S A COM | Stock | L44385109 | — | 11 shares | $382 |
| HACKETT GROUP INC COM | Stock | 404609109 | — | 38 shares | $382 |
| SOLAREDGE TECHNOLOGIES INC COM | Stock | 83417M104 | — | 12 shares | $382 |
| HALLIBURTON CO COM | Stock | 406216101 | — | 12 shares | $382 |
| FERVO ENERGY CO CL A COM | Stock | 31556C106 | — | 28 shares | $381 |
| D-WAVE QUANTUM INC COM | Stock | 26740W109 | — | 23 shares | $381 |
| MEDALLION FINANCIAL CORP COM | Stock | 583928106 | — | 32 shares | $380 |
| TERNIUM SA SPONSORED ADS | ADR | 880890108 | — | 7 shares | $380 |
| BIGBEAR AI HLDGS INC COM | Stock | 08975B109 | — | 143 shares | $379 |
| CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | Stock | 20603L102 | — | 11 shares | $379 |
| INTEGER HLDGS CORP COM | Stock | 45826H109 | — | 3 shares | $379 |
| INTEGER HLDGS CORP COM | Stock | 45826H109 | — | 3 shares | $379 |
| LIBERTY LIVE HOLDINGS INC COM SER A | Stock | 530909100 | — | 4 shares | $379 |
| WILLSCOT HLDGS CORP COM CL A | Stock | 971378104 | — | 22 shares | $378 |
| INTERFACE INC COM | Stock | 458665304 | — | 11 shares | $378 |
| HUNTSMAN CORP COM | Stock | 447011107 | — | 45 shares | $378 |
| HAWKINS INC COM | Stock | 420261109 | — | 3 shares | $378 |
| AXOGEN INC COM | Stock | 05463X106 | — | 9 shares | $377 |
| FILANA THERAPEUTICS INC COM | Stock | 14817C107 | — | 425 shares | $377 |
| GENUINE PARTS CO COM | Stock | 372460105 | — | 3 shares | $377 |
| GENUINE PARTS CO COM | Stock | 372460105 | — | 3 shares | $377 |
| AMES NATL CORP COM | Stock | 031001100 | — | 12 shares | $377 |
| MINERALYS THERAPEUTICS INC COM | Stock | 603170101 | — | 15 shares | $377 |
| VERTEX INC CL A | Stock | 92538J106 | — | 32 shares | $377 |
| NOBLE CORP PLC ORD SHS A | Stock | G65431127 | — | 9 shares | $376 |
| ANGLOGOLD ASHANTI PLC COM SHS | Stock | G0378L100 | — | 4 shares | $376 |
| FIRST CMNTY BANKSHARES INC VA COM | Stock | 31983A103 | — | 8 shares | $376 |
| TELEFLEX INCORPORATED COM | Stock | 879369106 | — | 3 shares | $375 |
| HESS MIDSTREAM LP CL A SHS | Stock | 428103105 | — | 10 shares | $374 |
| MILLERKNOLL INC COM | Stock | 600544100 | — | 19 shares | $374 |
| MOHAWK INDS INC COM | Stock | 608190104 | — | 3 shares | $374 |
| STEPAN CO COM | Stock | 858586100 | — | 6 shares | $374 |
| AMRIZE LTD SHS | Stock | H2927K103 | — | 10 shares | $374 |
| CASS INFORMATION SYS INC COM | Stock | 14808P109 | — | 7 shares | $373 |
| EVGO INC CL A COM | Stock | 30052F100 | — | 296 shares | $373 |
| WESTWOOD HLDGS GROUP INC COM | Stock | 961765104 | — | 20 shares | $373 |
| FORAFRIC GLOBAL PLC ORDINARY SHARES | Stock | X3R81D102 | — | 34 shares | $373 |
| FLUTTER ENTMT PLC SHS | Stock | G3643J108 | — | 5 shares | $373 |
| FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | ADR | 35969L108 | — | 45 shares | $372 |
| PINNACLE WEST CAP CORP COM | Stock | 723484101 | — | 4 shares | $372 |
| ASSOCIATED BANC-CORP COM | Stock | 045487105 | — | 13 shares | $372 |
| VIRIDIAN THERAPEUTICS INC COM | Stock | 92790C104 | — | 18 shares | $371 |
| FRANKLIN FINL SVCS CORP COM | Stock | 353525108 | — | 6 shares | $371 |
| OKLO INC COM CL A | Stock | 02156V109 | — | 10 shares | $370 |
| CARS COM INC COM | Stock | 14575E105 | — | 36 shares | $370 |
| INVESCO PHARMACEUTICALS ETF | ETF | 46137V662 | — | 3 shares | $370 |
| TABOOLA.COM LTD ORD SHS | Stock | M8744T106 | — | 110 shares | $370 |
| LOWES COS INC COM | Stock | 548661107 | — | 2 shares | $369 |
| EXPEDITORS INTL WASH INC COM | Stock | 302130109 | — | 2 shares | $369 |
| COMMUNITY HEALTHCARE TR INC COM | REIT | 20369C106 | — | 26 shares | $369 |
| DORMAN PRODS INC COM | Stock | 258278100 | — | 3 shares | $368 |
| FINWISE BANCORP COM | Stock | 31813A109 | — | 33 shares | $368 |
| ENERGY SERVICES OF AMER CORP COM | Stock | 29271Q103 | — | 33 shares | $368 |
| GENIE ENERGY LTD CL B | Stock | 372284208 | — | 23 shares | $368 |
| DOORDASH INC CL A | Stock | 25809K105 | — | 2 shares | $367 |