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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) |
|---|---|---|---|---|---|
| GOSSAMER BIO INC COM | Stock | 38341P201 | — | 31 shares | $367 |
| MOTORCAR PTS AMER INC COM | Stock | 620071100 | — | 35 shares | $367 |
| PLDT INC SPONSORED ADR | ADR | 69344D408 | — | 21 shares | $367 |
| RAYONIER ADVANCED MATLS INC COM | Stock | 75508B104 | — | 46 shares | $367 |
| MCGRAW HILL INC COM | Stock | 580907103 | — | 28 shares | $367 |
| BEONE MEDICINES LTD SPONSORED ADS | ADR | 07725L102 | — | 1 shares | $366 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 11 shares | $366 |
| RUSH ENTERPRISES INC CL A | Stock | 781846209 | — | 8 shares | $366 |
| COHEN & STEERS INC COM | Stock | 19247A100 | — | 5 shares | $366 |
| ECB BANCORP INC COM | Stock | 26828M106 | — | 18 shares | $365 |
| KKR & CO INC COM | Stock | 48251W104 | — | 4 shares | $365 |
| MATTHEWS INTL CORP CL A | Stock | 577128101 | — | 19 shares | $365 |
| POLARIS INC COM | Stock | 731068102 | — | 7 shares | $365 |
| PAN AMERN SILVER CORP COM | Stock | 697900108 | — | 8 shares | $364 |
| AIRO GROUP HLDGS INC COM | Stock | 009422106 | — | 55 shares | $364 |
| ANTERO MIDSTREAM CORP COM | Stock | 03676B102 | — | 18 shares | $363 |
| AUDIOEYE INC COM NEW | Stock | 050734201 | — | 54 shares | $363 |
| NETEASE COM INC SPONSORED ADS | ADR | 64110W102 | — | 3 shares | $363 |
| OLEMA PHARMACEUTICALS INC COM | Stock | 68062P106 | — | 42 shares | $363 |
| SNAP ON INC COM | Stock | 833034101 | — | 1 shares | $363 |
| VERRA MOBILITY CORP CL A COM STK | Stock | 92511U102 | — | 117 shares | $363 |
| DXP ENTERPRISES INC COM NEW | Stock | 233377407 | — | 2 shares | $362 |
| FIDELITY NATL INFORMATION SVCS COM | Stock | 31620M106 | — | 11 shares | $362 |
| LIFE360 INC COM | Stock | 532206109 | — | 9 shares | $362 |
| SONIC AUTOMOTIVE INC CL A | Stock | 83545G102 | — | 6 shares | $362 |
| BRC INC COM SHS CL A | Stock | 05601U204 | — | 40 shares | $362 |
| ATS CORPORATION COM | Stock | 00217Y104 | — | 20 shares | $361 |
| GREENLAND MINES LTD COM | Stock | 49876K202 | — | 34 shares | $361 |
| NEUMORA THERAPEUTICS INC. COM | Stock | 640979100 | — | 606 shares | $361 |
| NCR ATLEOS CORPORATION COM SHS | Stock | 63001N106 | — | 8 shares | $361 |
| BOOT BARN HLDGS INC COM | Stock | 099406100 | — | 3 shares | $361 |
| U HAUL HOLDING COMPANY COM | Stock | 023586100 | — | 6 shares | $361 |
| CLARITEV CORPORATION CL A NEW | Stock | 62548M209 | — | 17 shares | $360 |
| ARHAUS INC COM CL A | Stock | 04035M102 | — | 38 shares | $360 |
| SHARKNINJA INC COM SHS | Stock | G8068L108 | — | 2 shares | $360 |
| TKO GROUP HOLDINGS INC CL A | Stock | 87256C101 | — | 2 shares | $359 |
| IMPINJ INC COM | Stock | 453204109 | — | 2 shares | $359 |
| IMPINJ INC COM | Stock | 453204109 | — | 2 shares | $359 |
| ACADIA HEALTHCARE COMPANY INC COM | Stock | 00404A109 | — | 13 shares | $358 |
| PARADIUMAI INC COM | Stock | 040044109 | — | 286 shares | $358 |
| LUCID GROUP INC COM NEW | Stock | 549498202 | — | 88 shares | $358 |
| ZIPRECRUITER INC CL A | Stock | 98980B103 | — | 102 shares | $358 |
| ORTHOFIX MED INC COM | Stock | 68752M108 | — | 38 shares | $358 |
| DELEK US HLDGS INC NEW COM | Stock | 24665A103 | — | 5 shares | $357 |
| SEMTECH CORP COM | Stock | 816850101 | — | 2 shares | $357 |
| SEMTECH CORP COM | Stock | 816850101 | — | 2 shares | $357 |
| SEMTECH CORP COM | Stock | 816850101 | — | 2 shares | $357 |
| CATHAY GEN BANCORP COM | Stock | 149150104 | — | 6 shares | $357 |
| PHINIA INC COMMON STOCK | Stock | 71880K101 | — | 6 shares | $357 |
| ASTERA LABS INC COM | Stock | 04626A103 | — | 1 shares | $356 |
| HOLLEY INC COM | Stock | 43538H103 | — | 151 shares | $356 |
| TRANSCONTINENTAL RLTY INVS COM NEW | REIT | 893617209 | — | 8 shares | $356 |
| DONEGAL GROUP INC CL A | Stock | 257701201 | — | 20 shares | $356 |
| ASTERA LABS INC COM | Stock | 04626A103 | — | 1 shares | $356 |
| LENNOX INTL INC COM | Stock | 526107107 | — | 1 shares | $355 |
| RALPH LAUREN CORP CL A | Stock | 751212101 | — | 1 shares | $355 |
| SINCLAIR INC CL A | Stock | 829242106 | — | 28 shares | $355 |
| HUB GROUP INC CL A | Stock | 443320106 | — | 12 shares | $355 |
| GENERAL MILLS INC COM | Stock | 370334104 | — | 11 shares | $354 |
| OPPENHEIMER HLDGS INC CL A NON VTG | Stock | 683797104 | — | 3 shares | $354 |
| HBT FINL INC. COM | Stock | 404111106 | — | 10 shares | $354 |
| SURROZEN INC COM NEW | Stock | 86889P109 | — | 11 shares | $354 |
| OHIO VY BANC CORP COM | Stock | 677719106 | — | 8 shares | $354 |
| CARDLYTICS INC COM NEW | Stock | 14161W303 | — | 120 shares | $353 |
| KEEL INFRASTRUCTURE CORP COM SHS | Stock | 486917107 | — | 100 shares | $353 |
| KNIFE RIVER CORP COMMON STOCK | Stock | 498894104 | — | 7 shares | $353 |
| CALLAWAY GOLF CO COM | Stock | 131193104 | — | 25 shares | $352 |
| CIENA CORP COM NEW | Stock | 171779309 | — | 1 shares | $352 |
| BENTLEY SYS INC COM CL B | Stock | 08265T208 | — | 11 shares | $351 |
| FORWARD AIR CORP COM | Stock | 34986A104 | — | 23 shares | $351 |
| GLOO HOLDINGS INC CL A | Stock | 379598105 | — | 82 shares | $351 |
| INNOVEX INTERNATIONAL INC COM | Stock | 457651107 | — | 13 shares | $351 |
| BIOCRYST PHARMACEUTICALS INC COM | Stock | 09058V103 | — | 42 shares | $350 |
| KOPIN CORP COM | Stock | 500600101 | — | 76 shares | $350 |
| COLLEGIUM PHARMACEUTICAL INC COM | Stock | 19459J104 | — | 16 shares | $349 |
| MBIA INC COM | Stock | 55262C100 | — | 82 shares | $349 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 11 shares | $349 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 5 shares | $349 |
| USCB FINANCIAL HOLDINGS INC CLASS A COM | Stock | 90355N101 | — | 16 shares | $349 |
| DISTRIBUTION SOLUTIONS GRP INC COM | Stock | 520776105 | — | 10 shares | $349 |
| ALASKA AIR GROUP INC COM | Stock | 011659109 | — | 9 shares | $348 |
| REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES | Stock | G7487R100 | — | 56 shares | $348 |
| COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | ADR | 204448104 | — | 11 shares | $347 |
| MGE ENERGY INC COM | Stock | 55277P104 | — | 5 shares | $347 |
| TRIMAS CORP COM NEW | Stock | 896215209 | — | 9 shares | $347 |
| AXOS FINANCIAL INC COM | Stock | 05465C100 | — | 4 shares | $346 |
| THOR INDS INC COM | Stock | 885160101 | — | 5 shares | $346 |
| FULLER H B CO COM | Stock | 359694106 | — | 7 shares | $346 |
| BANK OF HI CORP COM | Stock | 062540109 | — | 5 shares | $345 |
| MERIT MED SYS INC COM | Stock | 589889104 | — | 4 shares | $345 |
| ITRON INC COM | Stock | 465741106 | — | 4 shares | $345 |
| OLD NATL BANCORP IND COM | Stock | 680033107 | — | 14 shares | $345 |
| EIGHTCO HOLDINGS INC COM | Stock | 22890A302 | — | 294 shares | $344 |
| MEDIWOUND LTD SHS NEW | Stock | M68830112 | — | 25 shares | $344 |
| BIGLARI HLDGS INC COM STK CL B | Stock | 08986R309 | — | 1 shares | $344 |
| VITA COCO CO INC COM | Stock | 92846Q107 | — | 6 shares | $344 |
| AGCO CORP COM | Stock | 001084102 | — | 3 shares | $343 |
| ANTERO MIDSTREAM CORP COM | Stock | 03676B102 | — | 17 shares | $343 |
| CORE NATURAL RESOURCES INC COM SHS | Stock | 218937100 | — | 4 shares | $343 |
| NPK INTERNATIONAL INC COM SHS | Stock | 651718504 | — | 30 shares | $343 |