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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) |
|---|---|---|---|---|---|
| OPTIMUM COMMUNICATIONS INC CL A | Stock | 02156K103 | — | 90 shares | $89 |
| EZCORP INC CL A NON VTG | Stock | 302301106 | — | 3 shares | $89 |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | Stock | 113004105 | — | 2 shares | $89 |
| KENVUE INC COM | Stock | 49177J102 | — | 5 shares | $88 |
| LIGHTBRIDGE CORP COM | Stock | 53224K302 | — | 14 shares | $88 |
| STARLING ONCOLOGY INC COM | Stock | 68236X100 | — | 14 shares | $88 |
| QUANTUMSCAPE CORP COM CL A | Stock | 74767V109 | — | 19 shares | $88 |
| LEXEO THERAPEUTICS INC COM | Stock | 52886X107 | — | 26 shares | $88 |
| HEALTHEQUITY INC COM | Stock | 42226A107 | — | 1 shares | $88 |
| CABLE ONE INC COM | Stock | 12685J105 | — | 8 shares | $88 |
| FOLD HLDGS INC COM CL A | Stock | 29103K100 | — | 164 shares | $87 |
| HIMALAYA SHIPPING LTD ORD SHS | Stock | G4660A103 | — | 5 shares | $87 |
| HERON THERAPEUTICS INC COM | Stock | 427746102 | — | 276 shares | $87 |
| BLACKSTONE DIGITAL INFRASTRUCT COMMON STOCK | REIT | 09264B107 | — | 5 shares | $87 |
| MAPLEBEAR INC COM | Stock | 565394103 | — | 2 shares | $86 |
| 4D MOLECULAR THERAPEUTICS INC COM | Stock | 35104E100 | — | 6 shares | $86 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | Stock | 50077B207 | — | 2 shares | $85 |
| LIBERTY MEDIA CORP DEL COM SER A | Stock | 531229771 | — | 1 shares | $85 |
| NUBURU INC COM NEW | Stock | 67021W509 | — | 86 shares | $85 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 | — | 1 shares | $85 |
| SKY HARBOUR GROUP CORPORATION COM CL A | Stock | 83085C107 | — | 9 shares | $85 |
| RESERVOIR MEDIA INC COM | Stock | 76119X105 | — | 9 shares | $85 |
| NRC HEALTH COM NEW | Stock | 637372202 | — | 4 shares | $85 |
| EXPAND ENERGY CORPORATION COM | Stock | 165167735 | — | 1 shares | $84 |
| IDAHO STRATEGIC RESOURCES COM NEW | Stock | 645827205 | — | 3 shares | $84 |
| VIAVI SOLUTIONS INC COM | Stock | 925550105 | — | 2 shares | $84 |
| AMCOR PLC COM NEW | Stock | G0250X149 | — | 2 shares | $84 |
| IDAHO STRATEGIC RESOURCES COM NEW | Stock | 645827205 | — | 3 shares | $84 |
| JADE BIOSCIENCES INC COM NEW | Stock | 008064206 | — | 6 shares | $84 |
| SOUNDHOUND AI INC CLASS A COM | Stock | 836100107 | — | 14 shares | $84 |
| DIAMEDICA THERAPEUTICS INC COM NEW | Stock | 25253X207 | — | 10 shares | $83 |
| LEMAITRE VASCULAR INC COM | Stock | 525558201 | — | 1 shares | $83 |
| HERITAGE FINL CORP WASH COM | Stock | 42722X106 | — | 3 shares | $83 |
| GLOBALSTAR INC COM NEW | Stock | 378973507 | — | 1 shares | $83 |
| WESHOP HOLDINGS LTD ORD SHS CL A | Stock | G1472N125 | — | 15 shares | $83 |
| BENCHMARK ELECTRS INC COM | Stock | 08160H101 | — | 1 shares | $83 |
| STRATASYS LTD SHS | Stock | M85548101 | — | 10 shares | $83 |
| CONSUMER PORTFOLIO SVCS INC COM | Stock | 210502100 | — | 9 shares | $82 |
| GLOBAL PMTS INC COM | Stock | 37940X102 | — | 1 shares | $82 |
| PUBLIC POL HLDG CO INC ORD SHS | Stock | 744430208 | — | 8 shares | $82 |
| ANBIO BIOTECHNOLOGY SHS CL A | Stock | G0367B105 | — | 13 shares | $82 |
| CIRCLE INTERNET GROUP INC COM CL A | Stock | 172573107 | — | 1 shares | $82 |
| TRISALUS LIFE SCIENCES INC COM | Stock | 89680M101 | — | 19 shares | $82 |
| MAPLIGHT THERAPEUTICS INC COM | Stock | 56565P103 | — | 8 shares | $82 |
| TERRESTRIAL ENERGY INC COM SHS | Stock | 881454102 | — | 21 shares | $82 |
| LUMEXA IMAGING HOLDINGS INC COM | Stock | 550249106 | — | 8 shares | $82 |
| MIDERA FOOD PROCESSING INC COM | Stock | 59739R104 | — | 2 shares | $82 |
| MIDERA FOOD PROCESSING INC COM | Stock | 59739R104 | — | 2 shares | $82 |
| CLOROX CO DEL COM | Stock | 189054109 | — | 1 shares | $81 |
| DIGITAL BRANDS GROUP INC COM NEW | Stock | 25401N606 | — | 17 shares | $81 |
| INTERNATIONAL MONEY EXPRESS COM | Stock | 46005L101 | — | 7 shares | $81 |
| PILGRIMS PRIDE CORP COM | Stock | 72147K108 | — | 3 shares | $81 |
| ALKERMES PLC SHS | Stock | G01767105 | — | 2 shares | $81 |
| TIDEWATER INC NEW COM | Stock | 88642R109 | — | 1 shares | $81 |
| CODEXIS INC COM | Stock | 192005106 | — | 58 shares | $81 |
| ALECTOR INC COM | Stock | 014442107 | — | 44 shares | $81 |
| BLACKLINE INC COM | Stock | 09239B109 | — | 3 shares | $80 |
| MONOPAR THERAPEUTICS INC COM NEW | Stock | 61023L207 | — | 1 shares | $80 |
| PROFICIENT AUTO LOGISTICS INC COM | Stock | 74317M104 | — | 23 shares | $80 |
| SANOFI SA SPONSORED ADR | ADR | 80105N105 | — | 2 shares | $80 |
| ZOMEDICA CORP COM | Stock | 98980M109 | — | 1,000 shares | $80 |
| ENERGY RECOVERY INC COM | Stock | 29270J100 | — | 12 shares | $80 |
| CRITICAL METALS CORP PUBCO ORD SHS | Stock | G2662B103 | — | 11 shares | $80 |
| HESAI GROUP SPONSORED ADS | ADR | 428050108 | — | 5 shares | $80 |
| CITIZENS FINL SVCS INC COM | Stock | 174615104 | — | 1 shares | $79 |
| NANO NUCLEAR ENERGY INC COM | Stock | 63010H108 | — | 5 shares | $79 |
| ACCELERANT HOLDINGS CL A | Stock | G00894108 | — | 4 shares | $79 |
| WEATHERFORD INTL PLC ORD SHS | Stock | G48833118 | — | 1 shares | $79 |
| ADVANCE AUTO PARTS INC COM | Stock | 00751Y106 | — | 2 shares | $78 |
| M-TRON INDS INC COM | Stock | 55380K109 | — | 1 shares | $78 |
| STELLANTIS N.V SHS | Stock | N82405106 | — | 18 shares | $78 |
| ADAMAS TRUST INC. COM | REIT | 649604840 | — | 10 shares | $78 |
| KALTURA INC COM | Stock | 483467106 | — | 61 shares | $78 |
| API GROUP CORP COM STK | Stock | 00187Y100 | — | 2 shares | $77 |
| CANNAE HLDGS INC COM | Stock | 13765N107 | — | 5 shares | $77 |
| LB PHARMACEUTICALS INC COM SHS | Stock | 50180M108 | — | 2 shares | $77 |
| STOCK YDS BANCORP INC COM | Stock | 861025104 | — | 1 shares | $77 |
| HAMILTON BEACH BRANDS HLDG CO COM CL A | Stock | 40701T104 | — | 2 shares | $77 |
| CLARIVATE PLC ORD SHS | Stock | G21810109 | — | 46 shares | $77 |
| ALICO INC COM | Stock | 016230104 | — | 2 shares | $77 |
| CLIPPER RLTY INC COM | REIT | 18885T306 | — | 24 shares | $76 |
| FORWARD AIR CORP COM | Stock | 34986A104 | — | 5 shares | $76 |
| JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | — | 8 shares | $76 |
| METALLUS INC COM | Stock | 887399103 | — | 4 shares | $76 |
| RHINEBECK BANCORP INC COM | Stock | 762093201 | — | 6 shares | $76 |
| ALLEGIANT TRAVEL CO COM | Stock | 01748X102 | — | 1 shares | $76 |
| GLOBUS MED INC CL A | Stock | 379577208 | — | 1 shares | $75 |
| COMPX INTL INC CL A | Stock | 20563P101 | — | 2 shares | $75 |
| WESTWOOD HLDGS GROUP INC COM | Stock | 961765104 | — | 4 shares | $75 |
| QFIN HOLDINGS INC AMERICAN DEP | ADR | 88557W101 | — | 11 shares | $74 |
| WILLDAN GROUP INC COM | Stock | 96924N100 | — | 1 shares | $74 |
| THREDUP INC CL A | Stock | 88556E102 | — | 35 shares | $74 |
| PROFRAC HLDG CORP CLASS A COM | Stock | 74319N100 | — | 17 shares | $74 |
| LANZATECH GLOBAL INC COM NEW | Stock | 51655R200 | — | 13 shares | $74 |
| EVOMMUNE INC COM SHS | Stock | 30054Y107 | — | 9 shares | $74 |
| BEAM THERAPEUTICS INC COM | Stock | 07373V105 | — | 3 shares | $73 |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | ADR | 500472303 | — | 3 shares | $73 |
| LEONARDO DRS INC COM | Stock | 52661A108 | — | 2 shares | $73 |
| PROCEPT BIOROBOTICS CORP COM | Stock | 74276L105 | — | 4 shares | $73 |
| PROSPECT CAP CORP COM | CEF | 74348T102 | — | 35 shares | $73 |