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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) |
|---|---|---|---|---|---|
| HYSTER-YALE INC CL A | Stock | 449172105 | — | 4 shares | $126 |
| PENNYMAC MTG INVT TR COM | REIT | 70931T103 | — | 16 shares | $126 |
| BV FINL INC COM NEW | Stock | 05603E208 | — | 6 shares | $126 |
| ONCE UPON A FARM PBC COM | Stock | 68237F108 | — | 8 shares | $126 |
| COMMERCIAL BANCGROUP INC COM | Stock | 20112C106 | — | 4 shares | $125 |
| STRUCTURE THERAPEUTICS INC SPONSORED ADS | ADR | 86366E106 | — | 4 shares | $125 |
| TELEFLEX INCORPORATED COM | Stock | 879369106 | — | 1 shares | $125 |
| TIM S A SPONSORED ADR | ADR | 88706T108 | — | 7 shares | $125 |
| TORRID HLDGS INC COM | Stock | 89142B107 | — | 53 shares | $125 |
| ADI GLOBAL DISTR INC COM SHS | Stock | 001026103 | — | 7 shares | $125 |
| BAOZUN INC SPONSORED ADR | ADR | 06684L103 | — | 41 shares | $125 |
| ANGEL OAK MORTGAGE REIT INC COM | REIT | 03464Y108 | — | 17 shares | $124 |
| COMMERCIAL METALS CO COM | Stock | 201723103 | — | 2 shares | $124 |
| NORTHEAST BK PORTLAND ME COM | Stock | 66405S100 | — | 1 shares | $124 |
| WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | ETF | 97717X511 | — | 3 shares | $124 |
| GRAB HOLDINGS LIMITED CLASS A ORD | Stock | G4124C109 | — | 40 shares | $124 |
| LANDMARK BANCORP INC COM | Stock | 51504L107 | — | 4 shares | $124 |
| ATYR PHARMA INC COM NEW | Stock | 002120202 | — | 405 shares | $123 |
| HORNBECK OFFSHORE SERVICES INC COM | Stock | 42330P107 | — | 16 shares | $123 |
| UNIVEST FINANCIAL CORPORATION COM | Stock | 915271100 | — | 3 shares | $123 |
| WESTERN NEW ENG BANCORP INC COM | Stock | 958892101 | — | 9 shares | $123 |
| DORMAN PRODS INC COM | Stock | 258278100 | — | 1 shares | $123 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 1 shares | $123 |
| PENNYMAC FINL SVCS INC NEW COM | Stock | 70932M107 | — | 2 shares | $123 |
| AMERICAN HOMES 4 RENT CL A | REIT | 02665T306 | — | 4 shares | $122 |
| GUARDIAN PHARMACY SVCS INC CL A | Stock | 40145W101 | — | 3 shares | $122 |
| GALLAGHER ARTHUR J & CO COM | Stock | 363576109 | — | 1 shares | $121 |
| JANUX THERAPEUTICS INC COM | Stock | 47103J105 | — | 7 shares | $121 |
| A K A BRANDS HLDG CORP COM SHS | Stock | 00152K101 | — | 11 shares | $120 |
| ALAUNOS THERAPEUTICS INC COM NEW | Stock | 98973P309 | — | 135 shares | $120 |
| DEL MONTE CORP ORD | Stock | G36738105 | — | 4 shares | $120 |
| KAROOOOO LTD ORD SHS | Stock | Y4600W108 | — | 2 shares | $120 |
| DT MIDSTREAM INC COMMON STOCK | Stock | 23345M107 | — | 1 shares | $119 |
| FIRST INDL RLTY TR INC COM | REIT | 32054K103 | — | 2 shares | $119 |
| MACERICH CO COM | REIT | 554382101 | — | 5 shares | $119 |
| PHINIA INC COMMON STOCK | Stock | 71880K101 | — | 2 shares | $119 |
| WORTHINGTON ENTERPRISES INC COM | Stock | 981811102 | — | 2 shares | $119 |
| NI HLDGS INC COM | Stock | 65342T106 | — | 8 shares | $119 |
| GIBRALTAR INDS INC COM | Stock | 374689107 | — | 3 shares | $119 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 2 shares | $118 |
| DIME COML BANCSHARES INC COM | Stock | 25432X102 | — | 3 shares | $118 |
| DOLBY LABORATORIES INC COM CL A | Stock | 25659T107 | — | 2 shares | $118 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 5 shares | $118 |
| DOUGLAS DYNAMICS INC COM | Stock | 25960R105 | — | 3 shares | $118 |
| ALMONTY INDS INC COM NEW | Stock | 020398707 | — | 9 shares | $118 |
| MBX BIOSCIENCES INC COM | Stock | 55287L101 | — | 2 shares | $117 |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | Stock | 61559X104 | — | 10 shares | $117 |
| QXO INC COM NEW | Stock | 82846H405 | — | 10 shares | $117 |
| CRESCENT BIOPHARMA INC. COM | Stock | G2545C104 | — | 8 shares | $117 |
| AKTIS ONCOLOGY INC COM | Stock | 01021M104 | — | 6 shares | $117 |
| ADT INC DEL COM | Stock | 00090Q103 | — | 19 shares | $116 |
| AMYLYX PHARMACEUTICALS INC COM | Stock | 03237H101 | — | 4 shares | $116 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 03990B101 | — | 1 shares | $116 |
| ATLANTA BRAVES HLDGS INC COM SER A | Stock | 047726104 | — | 2 shares | $116 |
| ACACIA RESH CORP ACACIA TCH COM | Stock | 003881307 | — | 27 shares | $116 |
| PLANET LABS PBC COM CL A | Stock | 72703X106 | — | 7 shares | $115 |
| VAXCYTE INC COM | Stock | 92243G108 | — | 2 shares | $114 |
| WEYERHAEUSER CO COM NEW | REIT | 962166104 | — | 6 shares | $114 |
| PERSONALIS INC COM | Stock | 71535D106 | — | 7 shares | $114 |
| SBC MED GROUP HLDGS INC COM | Stock | 73245B107 | — | 23 shares | $114 |
| GALAXY DIGITAL INC. CL A | Stock | 36317J209 | — | 5 shares | $114 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 3 shares | $113 |
| SMITH A O CORP COM | Stock | 831865209 | — | 2 shares | $113 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 2 shares | $113 |
| LIVERAMP HLDGS INC COM | Stock | 53815P108 | — | 3 shares | $113 |
| ANBIO BIOTECHNOLOGY SHS CL A | Stock | G0367B105 | — | 18 shares | $113 |
| CINEMARK HLDGS INC COM | Stock | 17243V102 | — | 3 shares | $112 |
| ELANCO ANIMAL HEALTH INC COM | Stock | 28414H103 | — | 5 shares | $112 |
| OLEMA PHARMACEUTICALS INC COM | Stock | 68062P106 | — | 13 shares | $112 |
| TAYSHA GENE THERAPIES INC COM SHS | Stock | 877619106 | — | 23 shares | $112 |
| SHORE BANCSHARES INC COM | Stock | 825107105 | — | 5 shares | $112 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 1 shares | $112 |
| STANDARD MTR PRODS INC COM | Stock | 853666105 | — | 3 shares | $111 |
| RYAN SPECIALTY HOLDINGS INC CL A | Stock | 78351F107 | — | 3 shares | $111 |
| NEUROGENE INC COM | Stock | 64135M105 | — | 4 shares | $111 |
| GRIFOLS S A SP ADR REP B NVT | ADR | 398438408 | — | 15 shares | $110 |
| TENARIS S A SPONSORED ADS | ADR | 88031M109 | — | 2 shares | $110 |
| MEDIWOUND LTD SHS NEW | Stock | M68830112 | — | 8 shares | $110 |
| RESIDEO TECHNOLOGIES INC COM | Stock | 76118Y104 | — | 6 shares | $109 |
| CHEWY INC CL A | Stock | 16679L109 | — | 6 shares | $109 |
| MANNKIND CORP COM NEW | Stock | 56400P706 | — | 28 shares | $109 |
| COSTAMARE BULKERS HLDGS LTD COM SHS | Stock | Y2001C101 | — | 5 shares | $109 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 38059T106 | — | 3 shares | $108 |
| INNOVEX INTERNATIONAL INC COM | Stock | 457651107 | — | 4 shares | $108 |
| KINDERCARE LEARNING COMPANIES COM | Stock | 49456W105 | — | 58 shares | $108 |
| AVIDIA BANCORP INC COMMON STOCK | Stock | 05369T100 | — | 5 shares | $108 |
| AVIS BUDGET GROUP INC COM | Stock | 053774105 | — | 1 shares | $107 |
| FORWARD AIR CORP COM | Stock | 34986A104 | — | 7 shares | $107 |
| GLOO HOLDINGS INC CL A | Stock | 379598105 | — | 25 shares | $107 |
| LEGENCE CORP CL A | Stock | 52476L109 | — | 2 shares | $107 |
| SOLID POWER INC CLASS A COM | Stock | 83422N105 | — | 45 shares | $107 |
| AURA BIOSCIENCES INC COM | Stock | 05153U107 | — | 17 shares | $107 |
| SMARTRENT INC COM CL A | Stock | 83193G107 | — | 91 shares | $107 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 1 shares | $107 |
| BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | ADR | 05967A107 | — | 19 shares | $106 |
| STAGWELL INC COM CL A | Stock | 85256A109 | — | 13 shares | $106 |
| VISTA GOLD CORP COM NEW | Stock | 927926303 | — | 39 shares | $106 |
| PENTAIR PLC SHS | Stock | G7S00T104 | — | 2 shares | $106 |
| NANO X IMAGING LTD ORD SHS | Stock | M70700105 | — | 153 shares | $106 |
| ATLANTA BRAVES HLDGS INC COM SER C | Stock | 047726302 | — | 2 shares | $106 |