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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) |
|---|---|---|---|---|---|
| TEADS HLDG CO COM | Stock | 69002R103 | — | 142 shares | $73 |
| CARETRUST REIT INC COM | REIT | 14174T107 | — | 2 shares | $73 |
| NACCO INDS INC CL A | Stock | 629579103 | — | 2 shares | $73 |
| AURORA INNOVATION INC CLASS A COM | Stock | 051774107 | — | 13 shares | $72 |
| EASTERN CO COM | Stock | 276317104 | — | 3 shares | $72 |
| VERTICAL AEROSPACE LTD SHS NEW | Stock | G9471C206 | — | 120 shares | $72 |
| AMN HEALTHCARE SVCS INC COM | Stock | 001744101 | — | 2 shares | $72 |
| HA SUSTAINABLE INFRA CAP INC COM | REIT | 41068X100 | — | 2 shares | $72 |
| RIMINI STR INC DEL COM | Stock | 76674Q107 | — | 17 shares | $72 |
| GENEDX HOLDINGS CORP COM CL A | Stock | 81663L200 | — | 1 shares | $72 |
| NEUMORA THERAPEUTICS INC. COM | Stock | 640979100 | — | 121 shares | $72 |
| FLOWCO HLDGS INC COM CL A | Stock | 342909108 | — | 4 shares | $72 |
| DENTSPLY SIRONA INC COM | Stock | 24906P109 | — | 8 shares | $71 |
| RYERSON HLDG CORP COM | Stock | 783754104 | — | 3 shares | $71 |
| WHEELS UP EXPERIENCE INC COM CL A | Stock | 96328L304 | — | 22 shares | $71 |
| MAGNUM ICE CREAM CO NV ORD SHS | Stock | N5505D105 | — | 4 shares | $71 |
| JADE BIOSCIENCES INC COM NEW | Stock | 008064206 | — | 5 shares | $70 |
| NERDWALLET INC COM CL A | Stock | 64082B102 | — | 8 shares | $70 |
| TECTONIC THERAPEUTIC INC COM | Stock | 878972108 | — | 3 shares | $70 |
| MGE ENERGY INC COM | Stock | 55277P104 | — | 1 shares | $69 |
| WILLSCOT HLDGS CORP COM CL A | Stock | 971378104 | — | 4 shares | $69 |
| SEAPORT ENTMT GROUP INC COMMON STOCK | Stock | 812215200 | — | 3 shares | $69 |
| FLUENCE ENERGY INC COM CL A | Stock | 34379V103 | — | 9 shares | $69 |
| AMBIQ MICRO INC COMMON STOCK | Stock | 023193105 | — | 1 shares | $68 |
| FALCONS BEYOND GLOBAL INC COM CL A | Stock | 306121104 | — | 8 shares | $68 |
| LI AUTO INC SPONSORED ADS | ADR | 50202M102 | — | 6 shares | $68 |
| VALARIS LTD WT EXP 042928 | Stock | G9460G119 | — | 8 shares | $68 |
| TECHNIPFMC PLC COM | Stock | G87110105 | — | 1 shares | $68 |
| SHUTTERSTOCK INC COM | Stock | 825690100 | — | 16 shares | $68 |
| LSB INDS INC COM | Stock | 502160104 | — | 7 shares | $68 |
| PUBLIC SVC ENTERPRISE GROUP COM | Stock | 744573106 | — | 1 shares | $67 |
| SAVARA INC COM | Stock | 805111101 | — | 13 shares | $67 |
| BEAZER HOMES USA INC COM NEW | Stock | 07556Q881 | — | 2 shares | $67 |
| CAPRICOR THERAPEUTICS INC COM NEW | Stock | 14070B309 | — | 7 shares | $66 |
| CIVEO CORP CDA COM NEW | Stock | 17878Y207 | — | 2 shares | $66 |
| VISTANCE NETWORKS INC COM | Stock | 20337X109 | — | 11 shares | $66 |
| ENPHASE ENERGY INC COM | Stock | 29355A107 | — | 2 shares | $66 |
| ESAB CORPORATION COM | Stock | 29605J106 | — | 1 shares | $66 |
| EVE HLDG INC COM | Stock | 29970N104 | — | 34 shares | $66 |
| FIDELITY NATL INFORMATION SVCS COM | Stock | 31620M106 | — | 2 shares | $66 |
| COMMERCE.COM INC COM SER 1 | Stock | 08975P108 | — | 21 shares | $66 |
| FORAFRIC GLOBAL PLC ORDINARY SHARES | Stock | X3R81D102 | — | 6 shares | $66 |
| GYRE THERAPEUTICS INC COM | Stock | 403783103 | — | 9 shares | $66 |
| ACHIEVE LIFE SCIENCE INC COM | Stock | 004468500 | — | 8 shares | $65 |
| F&G ANNUITIES & LIFE INC COMMON STOCK | Stock | 30190A104 | — | 3 shares | $65 |
| PALISADE BIO INC COM | Stock | 696389402 | — | 48 shares | $65 |
| UPWORK INC COM | Stock | 91688F104 | — | 8 shares | $65 |
| ZEVIA PBC CL A | Stock | 98955K104 | — | 55 shares | $65 |
| JAMES RIV GROUP LTD COM SHS | Stock | 46990A102 | — | 19 shares | $65 |
| ADVANSIX INC COM | Stock | 00773T101 | — | 4 shares | $64 |
| ENERGY VAULT HOLDINGS INC COM | Stock | 29280W109 | — | 16 shares | $64 |
| PAYONEER GLOBAL INC COM | Stock | 70451X104 | — | 9 shares | $64 |
| EXCELERATE ENERGY INC CL A COM | Stock | 30069T101 | — | 2 shares | $64 |
| LIFEWAY FOODS INC COM | Stock | 531914109 | — | 3 shares | $64 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | — | 0 shares | $64 |
| DREAM FINDERS HOMES INC COM CL A | Stock | 26154D100 | — | 6 shares | $64 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | — | 1 shares | $64 |
| UPBOUND GROUP INC COM | Stock | 76009N100 | — | 4 shares | $63 |
| SOFI TECHNOLOGIES INC COM | Stock | 83406F102 | — | 4 shares | $63 |
| MISTRAS GROUP INC COM | Stock | 60649T107 | — | 3 shares | $63 |
| ACME UTD CORP COM | Stock | 004816104 | — | 1 shares | $63 |
| COGENT COMM HOLDINGS INC COM NEW | Stock | 19239V302 | — | 8 shares | $62 |
| FMC CORP COM NEW | Stock | 302491303 | — | 7 shares | $62 |
| FLYEXCLUSIVE INC COM CL A | Stock | 343928107 | — | 51 shares | $62 |
| SIEBERT FINL CORP COM | Stock | 826176109 | — | 29 shares | $62 |
| TRAVEL PLUS LEISURE CO COM | Stock | 894164102 | — | 1 shares | $62 |
| ORGANOGENESIS HLDGS INC COM | Stock | 68621F102 | — | 45 shares | $62 |
| NEXPOINT REAL ESTATE FIN INC COM | REIT | 65342V101 | — | 4 shares | $62 |
| EYEPOINT INC COM NEW | Stock | 30233G209 | — | 19 shares | $62 |
| ESPEY MFG & ELECTRS CORP COM | Stock | 296650104 | — | 1 shares | $61 |
| KENNAMETAL INC COM | Stock | 489170100 | — | 2 shares | $61 |
| FIRST BANCORP N C COM | Stock | 318910106 | — | 1 shares | $61 |
| CONTEXT THERAPEUTICS INC COM | Stock | 21077P108 | — | 204 shares | $61 |
| RADIANT LOGISTICS INC COM | Stock | 75025X100 | — | 7 shares | $61 |
| ACADIA PHARMACEUTICALS INC COM | Stock | 004225108 | — | 3 shares | $60 |
| XTRACKERS S&P 500 GROWTH SCORED & SCREENED ETF | ETF | 23306X308 | — | 1 shares | $60 |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 76954A103 | — | 4 shares | $60 |
| ROLLINS INC COM | Stock | 775711104 | — | 2 shares | $60 |
| TRIUMPH FINANCIAL INC COM | Stock | 89679E300 | — | 1 shares | $60 |
| AES CORP COM | Stock | 00130H105 | — | 4 shares | $60 |
| PONCE FINANCIAL GROUP INC COMMON STOCK | Stock | 732344106 | — | 3 shares | $60 |
| TERAWULF INC COM | Stock | 88080T104 | — | 4 shares | $59 |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | Stock | G66721104 | — | 4 shares | $59 |
| LA Z BOY INC COM | Stock | 505336107 | — | 2 shares | $59 |
| WEAVE COMMUNICATIONS INC COM | Stock | 94724R108 | — | 8 shares | $59 |
| ARKO PETE CORP CL A COM | Stock | 04124A100 | — | 4 shares | $59 |
| ROCKET COS INC COM CL A | Stock | 77311W101 | — | 5 shares | $58 |
| HYLIION HOLDINGS CORP COMMON STOCK | Stock | 449109107 | — | 14 shares | $58 |
| HYCROFT MINING HOLDING CORP CL A NEW | Stock | 44862P208 | — | 3 shares | $57 |
| JEFFERSON CAPITAL INC COM | Stock | 47248R103 | — | 3 shares | $57 |
| KRISPY KREME INC COM | Stock | 50101L106 | — | 20 shares | $57 |
| NEXTNRG INC COM | Stock | 652941204 | — | 68 shares | $57 |
| OCUGEN INC COM | Stock | 67577C105 | — | 55 shares | $57 |
| OPENDOOR TECHNOLOGIES INC COM | Stock | 683712103 | — | 24 shares | $57 |
| ZEVIA PBC CL A | Stock | 98955K104 | — | 48 shares | $57 |
| TOYO CO LTD ORD SH | Stock | G8976D107 | — | 13 shares | $57 |
| MAGNERA CORP COM SHS | Stock | 55939A107 | — | 5 shares | $57 |
| ELEMENTAL RTY CORP COM NEW | Stock | 28620K106 | — | 3 shares | $57 |
| ESCALADE INC COM | Stock | 296056104 | — | 3 shares | $57 |
| CLAROS MTG TR INC COMMON STOCK | REIT | 18270D106 | — | 45 shares | $56 |