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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) |
|---|---|---|---|---|---|
| CREXENDO INC COM | Stock | 226552107 | — | 35 shares | $206 |
| CRESCENT ENERGY COMPANY CL A COM | Stock | 44952J104 | — | 16 shares | $206 |
| TERRESTRIAL ENERGY INC COM SHS | Stock | 881454102 | — | 53 shares | $206 |
| NWPX INFRASTRUCTURE INC COM | Stock | 667746101 | — | 2 shares | $206 |
| AMERICAS GOLD AND SILVER CORP COM NEW | Stock | 03062D803 | — | 47 shares | $205 |
| CHOICE HOTELS INTL INC COM | Stock | 169905106 | — | 2 shares | $205 |
| FMC CORP COM NEW | Stock | 302491303 | — | 23 shares | $205 |
| PIEDMONT REALTY TRUST INC COM CL A | REIT | 720190206 | — | 23 shares | $205 |
| PARAZERO TECHNOLOGIES LTD SHS | Stock | M7S13T102 | — | 341 shares | $205 |
| SAFE BULKERS INC COM | Stock | Y7388L103 | — | 24 shares | $205 |
| ARCTURUS THERAPEUTICS HLDGS COM | Stock | 03969T109 | — | 15 shares | $205 |
| HUTCHMED CHINA LTD SPONSORED ADS | ADR | 44842L103 | — | 14 shares | $205 |
| COHU INC COM | Stock | 192576106 | — | 3 shares | $204 |
| UPWORK INC COM | Stock | 91688F104 | — | 25 shares | $204 |
| IREN LIMITED ORDINARY SHARES | Stock | Q4982L109 | — | 5 shares | $204 |
| FULTON FINL CORP PA COM | Stock | 360271100 | — | 9 shares | $203 |
| NATHANS FAMOUS INC COM | Stock | 632347100 | — | 2 shares | $203 |
| PHOENIX ED PARTNERS INC COM | Stock | 718968100 | — | 8 shares | $203 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 6 shares | $203 |
| SOUTHERN COPPER CORP COM | Stock | 84265V105 | — | 1 shares | $203 |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | Stock | 03214Q108 | — | 21 shares | $203 |
| CONAGRA BRANDS INC COM | Stock | 205887102 | — | 15 shares | $202 |
| TERADATA CORP DEL COM | Stock | 88076W103 | — | 7 shares | $202 |
| WD 40 CO COM | Stock | 929236107 | — | 1 shares | $202 |
| ABACUS GLOBAL MGMT INC CL A | Stock | 00258Y104 | — | 25 shares | $202 |
| APPFOLIO INC COM CL A | Stock | 03783C100 | — | 1 shares | $201 |
| DESIGN THERAPEUTICS INC COM | Stock | 25056L103 | — | 16 shares | $201 |
| XPENG INC ADS | ADR | 98422D105 | — | 21 shares | $201 |
| NBT BANCORP INC COM | Stock | 628778102 | — | 4 shares | $201 |
| BANNER CORP COM NEW | Stock | 06652V208 | — | 3 shares | $201 |
| RIDGEPOST CAP INC CL A COM | Stock | 69376K106 | — | 27 shares | $201 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 3 shares | $200 |
| PULSE BIOSCIENCES INC COM | Stock | 74587B101 | — | 4 shares | $200 |
| INHIBRX BIOSCIENCES INC COM | Stock | 45720N103 | — | 2 shares | $200 |
| SIONNA THERAPEUTICS INC COM | Stock | 829401108 | — | 38 shares | $200 |
| CABALETTA BIO INC COM | Stock | 12674W109 | — | 104 shares | $199 |
| PROSPERITY BANCSHARES INC COM | Stock | 743606105 | — | 3 shares | $199 |
| SOUTHSTATE BK CORP COM | Stock | 84472E102 | — | 2 shares | $199 |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | Stock | 53190C102 | — | 5 shares | $199 |
| INTERNATIONAL PAPER CO COM | Stock | 460146103 | — | 6 shares | $199 |
| FATE THERAPEUTICS INC COM | Stock | 31189P102 | — | 84 shares | $199 |
| ABIVAX SA SPONSORED ADS | ADR | 00370M103 | — | 2 shares | $198 |
| MASTERCRAFT BOAT HLDGS INC COM | Stock | 57637H103 | — | 10 shares | $198 |
| PRUDENTIAL PLC ADR | ADR | 74435K204 | — | 8 shares | $198 |
| SAGIMET BIOSCIENCES INC COM SER A | Stock | 786700104 | — | 20 shares | $198 |
| WENDYS CO COM | Stock | 95058W100 | — | 31 shares | $198 |
| EGAIN CORP COM NEW | Stock | 28225C806 | — | 34 shares | $198 |
| PRIMEENERGY RESOURCES CORP COM | Stock | 74158E104 | — | 1 shares | $198 |
| BAUSCH HEALTH COS INC COM | Stock | 071734107 | — | 34 shares | $198 |
| NATIONAL HEALTH INVS INC COM | REIT | 63633D104 | — | 3 shares | $197 |
| VALUE LINE INC COM | Stock | 920437100 | — | 5 shares | $197 |
| TARGET HOSPITALITY CORP COM | Stock | 87615L107 | — | 10 shares | $197 |
| BIONTECH SE SPONSORED ADS | ADR | 09075V102 | — | 2 shares | $197 |
| BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK | Stock | 095924106 | — | 20 shares | $196 |
| MAGNUM ICE CREAM CO NV ORD SHS | Stock | N5505D105 | — | 11 shares | $196 |
| MERCHANTS BANCORP IND COM | Stock | 58844R108 | — | 4 shares | $196 |
| LIFEZONE METALS LIMITED ORD SHS | Stock | G5568L109 | — | 52 shares | $196 |
| SEPTERNA INC COM | Stock | 81734D104 | — | 5 shares | $196 |
| XEROX HOLDINGS CORP COM NEW | Stock | 98421M106 | — | 62 shares | $196 |
| ENVIRI CORP COM | Stock | 29390K102 | — | 10 shares | $195 |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | ADR | 500472303 | — | 8 shares | $195 |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | Stock | 530909308 | — | 2 shares | $195 |
| SEA LTD SPONSORD ADS | ADR | 81141R100 | — | 2 shares | $195 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | G25457105 | — | 1 shares | $195 |
| NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | Stock | N62509109 | — | 8 shares | $195 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 2 shares | $195 |
| STRATTEC SEC CORP COM | Stock | 863111100 | — | 3 shares | $195 |
| MARCUS CORP DEL COM | Stock | 566330106 | — | 7 shares | $195 |
| AGILYSYS INC COM | Stock | 00847J105 | — | 2 shares | $194 |
| OSI SYSTEMS INC COM | Stock | 671044105 | — | 1 shares | $194 |
| RECURSION PHARMACEUTICALS INC CL A | Stock | 75629V104 | — | 47 shares | $194 |
| BRINKER INTL INC COM | Stock | 109641100 | — | 1 shares | $194 |
| EXPENSIFY INC COM CL A | Stock | 30219Q106 | — | 86 shares | $194 |
| DIODES INC COM | Stock | 254543101 | — | 2 shares | $194 |
| AMERICAN VANGUARD CORP COM | Stock | 030371108 | — | 110 shares | $193 |
| BRIXMOR PPTY GROUP INC COM | REIT | 11120U105 | — | 7 shares | $193 |
| COUSINS PPTYS INC COM NEW | REIT | 222795502 | — | 7 shares | $193 |
| FRANKLIN TEMPLETON INC COM | Stock | 354613101 | — | 6 shares | $193 |
| UNITI GROUP LLC COM SHS | REIT | 912932100 | — | 23 shares | $193 |
| S & T BANCORP INC COM | Stock | 783859101 | — | 4 shares | $193 |
| BAXTER INTL INC COM | Stock | 071813109 | — | 8 shares | $192 |
| KOLIBRI GLOBAL ENERGY INC COM NEW | Stock | 50043K406 | — | 31 shares | $192 |
| FLUOR CORP COM | Stock | 343412102 | — | 4 shares | $192 |
| CITIZENS FINL GROUP INC COM | Stock | 174610105 | — | 3 shares | $191 |
| VIRGINIA NATL BK CHRLOTSVLE VA COM | Stock | 928031103 | — | 4 shares | $191 |
| ORION S.A. COM | Stock | L72967109 | — | 34 shares | $191 |
| BENITEC BIOPHARMA INC COM NEW | Stock | 08205P209 | — | 19 shares | $190 |
| ORCHID IS CAP INC COM NEW | REIT | 68571X301 | — | 35 shares | $190 |
| STUBHUB HLDGS INC CL A | Stock | 86384P109 | — | 34 shares | $190 |
| ATKORE INC COM | Stock | 047649108 | — | 2 shares | $190 |
| UNIVERSAL LOGISTICS HLDGS INC COM | Stock | 91388P105 | — | 11 shares | $190 |
| F N B CORP COM | Stock | 302520101 | — | 11 shares | $189 |
| STARWOOD PPTY TR INC COM | REIT | 85571B105 | — | 14 shares | $189 |
| ENCORE CAP GROUP INC COM | Stock | 292554102 | — | 2 shares | $189 |
| PELAGOS INS CAP LTD COM | Stock | G3398L118 | — | 8 shares | $189 |
| DONNELLEY FINL SOLUTIONS INC COM | Stock | 25787G100 | — | 4 shares | $189 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 2 shares | $188 |
| VIPSHOP HLDGS LTD SPONSORED ADS A | ADR | 92763W103 | — | 15 shares | $188 |
| VONTIER CORPORATION COM | Stock | 928881101 | — | 6 shares | $188 |
| CARGURUS INC COM CL A | Stock | 141788109 | — | 6 shares | $187 |