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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) |
|---|---|---|---|---|---|
| LITHIA MTRS INC COM | Stock | 536797103 | — | 1 shares | $292 |
| PROSHARES SHORT S&P500 | ETF | 74349Y753 | — | 9 shares | $292 |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | Stock | 98980F104 | — | 77 shares | $292 |
| FRONTDOOR INC COM | Stock | 35905A109 | — | 4 shares | $292 |
| NATIONAL BEVERAGE CORP COM | Stock | 635017106 | — | 10 shares | $292 |
| SOLANA ETF | ETF | 92864M822 | — | 25 shares | $291 |
| ZYMEWORKS INC COM | Stock | 98985Y108 | — | 11 shares | $291 |
| KEURIG DR PEPPER INC COM | Stock | 49271V100 | — | 10 shares | $291 |
| AGILYSYS INC COM | Stock | 00847J105 | — | 3 shares | $291 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 2 shares | $291 |
| ARM HOLDINGS PLC SPONSORED ADS | ADR | 042068205 | — | 1 shares | $290 |
| CORECIVIC INC COM | Stock | 21871N101 | — | 9 shares | $290 |
| S & T BANCORP INC COM | Stock | 783859101 | — | 6 shares | $290 |
| TAL ED GROUP SPONSORED ADS | ADR | 874080104 | — | 24 shares | $290 |
| SAFE BULKERS INC COM | Stock | Y7388L103 | — | 34 shares | $290 |
| CERENCE INC COM | Stock | 156727109 | — | 37 shares | $290 |
| BARNES & NOBLE ED INC COM NEW | Stock | 06777U200 | — | 25 shares | $290 |
| BIO-TECHNE CORP COM | Stock | 09073M104 | — | 4 shares | $290 |
| GENEDX HOLDINGS CORP COM CL A | Stock | 81663L200 | — | 4 shares | $289 |
| TORO CO COM | Stock | 891092108 | — | 3 shares | $289 |
| ARES COML REAL ESTATE CORP COM | REIT | 04013V108 | — | 75 shares | $288 |
| BGC GROUP INC CL A | Stock | 088929104 | — | 25 shares | $288 |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | ETF | 78464A391 | — | 14 shares | $288 |
| CERUS CORP COM | Stock | 157085101 | — | 121 shares | $288 |
| AGENUS INC COM NEW | Stock | 00847G804 | — | 29 shares | $288 |
| SOLV ENERGY INC COM SHS CL A | Stock | 78475V103 | — | 12 shares | $288 |
| BUTTERFLY NETWORK INC COM CL A | Stock | 124155102 | — | 32 shares | $287 |
| HIREQUEST INC COM | Stock | 433535101 | — | 15 shares | $287 |
| INGREDION INC COM | Stock | 457187102 | — | 3 shares | $287 |
| SUPER MICRO COMPUTER INC COM NEW | Stock | 86800U302 | — | 7 shares | $287 |
| WABTEC COM | Stock | 929740108 | — | 1 shares | $287 |
| FIRST INTST BANCSYSTEM INC COM | Stock | 32055Y201 | — | 8 shares | $286 |
| EMPLOYERS HLDGS INC COM | Stock | 292218104 | — | 6 shares | $286 |
| ALLOGENE THERAPEUTICS INC COM | Stock | 019770106 | — | 178 shares | $285 |
| ASTRANA HEALTH INC COM NEW | Stock | 03763A207 | — | 8 shares | $285 |
| DELEK US HLDGS INC NEW COM | Stock | 24665A103 | — | 4 shares | $285 |
| FEDEX CORP COM | Stock | 31428X106 | — | 1 shares | $285 |
| GENMAB A/S SPONSORED ADS | ADR | 372303206 | — | 8 shares | $285 |
| GUIDEWIRE SOFTWARE INC COM | Stock | 40171V100 | — | 2 shares | $285 |
| MACOM TECH SOLUTIONS HLDGS INC COM | Stock | 55405Y100 | — | 1 shares | $285 |
| RCM TECHNOLOGIES INC COM NEW | Stock | 749360400 | — | 7 shares | $285 |
| SUMITOMO MITSUI FIN GRP INC SPONSORED ADS | ADR | 86562M209 | — | 11 shares | $285 |
| VELOCITY FINL INC COM | Stock | 92262D101 | — | 19 shares | $285 |
| OUTDOOR HOLDING CO COM | Stock | 00175J107 | — | 126 shares | $284 |
| INTEST CORP COM | Stock | 461147100 | — | 24 shares | $284 |
| OPEN TEXT CORP COM | Stock | 683715106 | — | 13 shares | $284 |
| EYEPOINT INC COM NEW | Stock | 30233G209 | — | 87 shares | $284 |
| KODIAK SCIENCES INC COM | Stock | 50015M109 | — | 3 shares | $284 |
| GRID DYNAMICS HLDGS INC CL A | Stock | 39813G109 | — | 36 shares | $284 |
| INGEVITY CORP COM | Stock | 45688C107 | — | 4 shares | $283 |
| NIKE INC CL B | Stock | 654106103 | — | 8 shares | $283 |
| PUBLIC STORAGE COM | REIT | 74460D109 | — | 1 shares | $283 |
| SR BANCORP INC COM | Stock | 85227J106 | — | 15 shares | $283 |
| AXIS CAP HLDGS LTD SHS | Stock | G0692U109 | — | 3 shares | $283 |
| ORIC PHARMACEUTICALS INC COM | Stock | 68622P109 | — | 21 shares | $283 |
| STARZ ENTERTAINMENT CORP. COM | Stock | 855919106 | — | 12 shares | $283 |
| INFLEQTION INC COM SHS | Stock | 45676K103 | — | 21 shares | $283 |
| ACV AUCTIONS INC COM CL A | Stock | 00091G104 | — | 27 shares | $282 |
| AVIENT CORPORATION COM | Stock | 05368V106 | — | 7 shares | $282 |
| BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | Stock | 11285B108 | — | 10 shares | $282 |
| INDEPENDENT BK CORP MICH COM NEW | Stock | 453838609 | — | 8 shares | $282 |
| COMMERCIAL BANCGROUP INC COM | Stock | 20112C106 | — | 9 shares | $282 |
| NETSCOUT SYS INC COM | Stock | 64115T104 | — | 7 shares | $281 |
| KINGSTONE COS INC COM | Stock | 496719105 | — | 16 shares | $281 |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | ADR | 82706C108 | — | 1 shares | $280 |
| TAT TECHNOLOGIES LTD ORD NEW | Stock | M8740S227 | — | 8 shares | $280 |
| HILLMAN SOLUTIONS CORP COM | Stock | 431636109 | — | 40 shares | $280 |
| PERRIGO CO PLC SHS | Stock | G97822103 | — | 19 shares | $280 |
| ENERGY SERVICES OF AMER CORP COM | Stock | 29271Q103 | — | 25 shares | $279 |
| GRIFFON CORP COM | Stock | 398433102 | — | 3 shares | $279 |
| STELLANTIS N.V SHS | Stock | N82405106 | — | 64 shares | $279 |
| DISTRIBUTION SOLUTIONS GRP INC COM | Stock | 520776105 | — | 8 shares | $279 |
| GRIFFON CORP COM | Stock | 398433102 | — | 3 shares | $279 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 1 shares | $278 |
| YELP INC CL A | Stock | 985817105 | — | 15 shares | $278 |
| HORNBECK OFFSHORE SERVICES INC COM | Stock | 42330P107 | — | 36 shares | $277 |
| PERSONALIS INC COM | Stock | 71535D106 | — | 17 shares | $277 |
| AON PLC SHS CL A | Stock | G0403H108 | — | 1 shares | $277 |
| HIPPO HLDGS INC COM NEW | Stock | 433539202 | — | 9 shares | $277 |
| YORK SPACE SYSTEMS INC COM | Stock | 987084100 | — | 32 shares | $277 |
| Q2 HLDGS INC COM | Stock | 74736L109 | — | 5 shares | $277 |
| CARMAX INC COM | Stock | 143130102 | — | 5 shares | $276 |
| CHAIN BRIDGE BANCORP INC CL A | Stock | 15746L100 | — | 6 shares | $276 |
| GRID DYNAMICS HLDGS INC CL A | Stock | 39813G109 | — | 35 shares | $276 |
| INTUIT COM | Stock | 461202103 | — | 1 shares | $276 |
| YORK WTR CO COM | Stock | 987184108 | — | 9 shares | $276 |
| VOX ROYALTY CORP COM | Stock | 92919F103 | — | 55 shares | $276 |
| PRESTIGE CONSMR HEALTHCARE INC COM | Stock | 74112D101 | — | 6 shares | $275 |
| CARRIER GLOBAL CORPORATION COM | Stock | 14448C104 | — | 5 shares | $274 |
| VAIL RESORTS INC COM | Stock | 91879Q109 | — | 2 shares | $274 |
| CHEWY INC CL A | Stock | 16679L109 | — | 15 shares | $273 |
| PENGUIN SOLUTIONS INC COM | Stock | 706915105 | — | 5 shares | $273 |
| STANDEX INTL CORP COM | Stock | 854231107 | — | 1 shares | $273 |
| CBIZ INC COM | Stock | 124805102 | — | 5 shares | $273 |
| INNOVAGE HLDG CORP COM | Stock | 45784A104 | — | 31 shares | $273 |
| CENTRAL GARDEN & PET CO COM | Stock | 153527106 | — | 7 shares | $272 |
| PAPA JOHNS INTL INC COM | Stock | 698813102 | — | 14 shares | $272 |
| TECHNIPFMC PLC COM | Stock | G87110105 | — | 4 shares | $272 |
| OIL DRI CORP AMER COM | Stock | 677864100 | — | 3 shares | $272 |
| VIA TRANSN INC COM CL A | Stock | 92556W104 | — | 9 shares | $272 |