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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) |
|---|---|---|---|---|---|
| NET LEASE OFFICE PROPERTIES COM | REIT | 64110Y108 | — | 4 shares | $39 |
| ENVIRI CORP COM | Stock | 29390K102 | — | 2 shares | $39 |
| BIOLIFE SOLUTIONS INC COM NEW | Stock | 09062W204 | — | 1 shares | $39 |
| DAVE & BUSTERS ENTMT INC COM | Stock | 238337109 | — | 6 shares | $38 |
| HYPERFINE INC COM CL A | Stock | 44916K106 | — | 47 shares | $38 |
| RHINEBECK BANCORP INC COM | Stock | 762093201 | — | 3 shares | $38 |
| FRIEDMAN INDS INC COM | Stock | 358435105 | — | 1 shares | $38 |
| EVI INDS INC COM | Stock | 26929N102 | — | 2 shares | $38 |
| CAPRICOR THERAPEUTICS INC COM NEW | Stock | 14070B309 | — | 4 shares | $38 |
| WHITEHAWK THERAPEUTICS INC COM | Stock | 00032Q104 | — | 10 shares | $38 |
| SHOULDER INNOVATIONS INC COMMON STOCK | Stock | 82537J108 | — | 2 shares | $38 |
| COHERUS ONCOLOGY INC COM | Stock | 19249H103 | — | 31 shares | $38 |
| CAPITAL GROUP DIVIDEND GROWERS ETF | ETF | 14021L109 | — | 1 shares | $37 |
| COMPX INTL INC CL A | Stock | 20563P101 | — | 1 shares | $37 |
| MERIDIAN HOLDINGS INC COM | Stock | 381098409 | — | 3 shares | $37 |
| MAMMOTH ENERGY SVCS INC COM | Stock | 56155L108 | — | 13 shares | $37 |
| CENTURY ALUM CO COM | Stock | 156431108 | — | 1 shares | $36 |
| SOLID POWER INC CLASS A COM | Stock | 83422N105 | — | 15 shares | $36 |
| TOWNEBANK PORTSMOUTH VA COM | Stock | 89214P109 | — | 1 shares | $36 |
| INTAPP INC COM | Stock | 45827U109 | — | 1 shares | $36 |
| ARQ INC COM | Stock | 00770C101 | — | 18 shares | $36 |
| WHITEFIBER INC SHS | Stock | G96115103 | — | 2 shares | $36 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ETF | 46432F859 | — | 1 shares | $36 |
| MOBILITY GLOBAL INC COM SHS | Stock | 60744M106 | — | 2 shares | $35 |
| PROPETRO HLDG CORP COM | Stock | 74347M108 | — | 4 shares | $35 |
| QXO INC COM NEW | Stock | 82846H405 | — | 3 shares | $35 |
| INMUNE BIO INC COM | Stock | 45782T105 | — | 18 shares | $35 |
| ORASURE TECHNOLOGIES INC COM | Stock | 68554V108 | — | 9 shares | $35 |
| WHEELS UP EXPERIENCE INC COM CL A | Stock | 96328L304 | — | 11 shares | $35 |
| TOYO CO LTD ORD SH | Stock | G8976D107 | — | 8 shares | $35 |
| NLI HOLDINGS INC COM NEW | Stock | 629156407 | — | 5 shares | $35 |
| CREXENDO INC COM | Stock | 226552107 | — | 6 shares | $35 |
| RICHARDSON ELECTRS LTD COM | Stock | 763165107 | — | 2 shares | $35 |
| ALAMAR BIOSCIENCES INC COMMON STOCK | Stock | 010911105 | — | 1 shares | $34 |
| AMPLIFY SAMSUNG U.S. NATURAL GAS INFRASTRUCTURE ETF | ETF | 032108441 | — | 1 shares | $34 |
| NEONODE INC COM PAR | Stock | 64051M709 | — | 38 shares | $34 |
| ADC THERAPEUTICS SA SHS | Stock | H0036K147 | — | 28 shares | $34 |
| OPUS GENETICS INC COM | Stock | 67577R102 | — | 7 shares | $34 |
| ATYR PHARMA INC COM NEW | Stock | 002120202 | — | 111 shares | $34 |
| ANTERO RESOURCES CORP COM | Stock | 03674X106 | — | 1 shares | $33 |
| ARMATA PHARMACEUTICALS INC COM | Stock | 04216R102 | — | 9 shares | $33 |
| SYLVAMO CORP COMMON STOCK | Stock | 871332102 | — | 1 shares | $33 |
| PENTAIR PLC SHS | Stock | G7S00T104 | — | 1 shares | $33 |
| GSI TECHNOLOGY INC COM | Stock | 36241U106 | — | 6 shares | $33 |
| BIOCRYST PHARMACEUTICALS INC COM | Stock | 09058V103 | — | 4 shares | $33 |
| PLANET LABS PBC COM CL A | Stock | 72703X106 | — | 2 shares | $33 |
| XPERI INC COMMON STOCK | Stock | 98423J101 | — | 6 shares | $33 |
| US GOLDMINING INC COM | Stock | 90291W108 | — | 5 shares | $33 |
| ADVANSIX INC COM | Stock | 00773T101 | — | 2 shares | $32 |
| CVRX INC COM | Stock | 126638105 | — | 18 shares | $32 |
| COGENT BIOSCIENCES INC COM | Stock | 19240Q201 | — | 1 shares | $32 |
| NATIONAL HEALTHCARE PPTYS INC COMMON STOCK | REIT | 42226B600 | — | 2 shares | $32 |
| LANDS END INC NEW COM | Stock | 51509F105 | — | 3 shares | $31 |
| ORCHESTRA BIOMED HLDGS INC COM | Stock | 68572M106 | — | 5 shares | $31 |
| SMART SAND INC COM | Stock | 83191H107 | — | 6 shares | $31 |
| MAMMOTH ENERGY SVCS INC COM | Stock | 56155L108 | — | 11 shares | $31 |
| CLEARFIELD INC COM | Stock | 18482P103 | — | 1 shares | $31 |
| CLEAR CHANNEL OUTDOOR HLDGS IN COM | Stock | 18453H106 | — | 13 shares | $31 |
| CARDINAL INFRASTRUCTURE GROUP CL A | Stock | 14154A102 | — | 1 shares | $31 |
| FUNDRISE INNOVATION FD LLC COM SHS | CEF | 360852107 | — | 1 shares | $30 |
| LIQUIDIA CORPORATION COM NEW | Stock | 53635D202 | — | 1 shares | $30 |
| PLAYTIKA HLDG CORP COM | Stock | 72815L107 | — | 14 shares | $30 |
| ASURE SOFTWARE INC COM | Stock | 04649U102 | — | 4 shares | $30 |
| BENITEC BIOPHARMA INC COM NEW | Stock | 08205P209 | — | 3 shares | $30 |
| SAUL CTRS INC COM | REIT | 804395101 | — | 1 shares | $30 |
| BRC GROUP HOLDINGS INC COM | Stock | 05580M108 | — | 6 shares | $29 |
| NIAGEN BIOSCIENCE INC COM NEW | Stock | 171077407 | — | 10 shares | $29 |
| NEXTNAV INC COMMON STOCK | Stock | 65345N106 | — | 2 shares | $29 |
| PHATHOM PHARMACEUTICALS INC COM | Stock | 71722W107 | — | 4 shares | $29 |
| SB FINL GROUP INC COM | Stock | 78408D105 | — | 1 shares | $29 |
| STRIVE INC CL A COM | Stock | 862945300 | — | 1 shares | $29 |
| ONEWATER MARINE INC CL A COM | Stock | 68280L101 | — | 3 shares | $29 |
| MATRIX SVC CO COM | Stock | 576853105 | — | 3 shares | $29 |
| EXZEO GROUP INC COM SHS | Stock | 30234F101 | — | 2 shares | $29 |
| ORAMED PHARMACEUTICALS INC COM NEW | Stock | 68403P203 | — | 6 shares | $28 |
| AQUESTIVE THERAPEUTICS INC COM | Stock | 03843E104 | — | 6 shares | $28 |
| FITLIFE BRANDS INC COM NEW | Stock | 33817P405 | — | 3 shares | $28 |
| BRIXMOR PPTY GROUP INC COM | REIT | 11120U105 | — | 1 shares | $28 |
| ELECTROMED INC COM | Stock | 285409108 | — | 1 shares | $28 |
| COPART INC COM | Stock | 217204106 | — | 1 shares | $27 |
| REDWOOD TRUST INC COM | REIT | 758075402 | — | 7 shares | $27 |
| ZILLOW GROUP INC CL C CAP STK | Stock | 98954M200 | — | 1 shares | $27 |
| TREACE MED CONCEPTS INC COM | Stock | 89455T109 | — | 6 shares | $27 |
| EVERCOMMERCE INC COM | Stock | 29977X105 | — | 3 shares | $26 |
| SPYGLASS PHARMA INC COM SHS | Corp Bond | 85220G109 | — | 1 shares | $26 |
| SUNRISE RLTY TR INC COM | Stock | 867981102 | — | 4 shares | $26 |
| ADVANTAGE SOLUTIONS INC COM NEW CL A | Stock | 00791N201 | — | 1 shares | $26 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 1 shares | $26 |
| SOLO BRANDS INC COM CL A NEW | Stock | 83425V203 | — | 9 shares | $25 |
| TEN HLDGS INC COM USD0.0001 | Stock | 880245105 | — | 39 shares | $25 |
| NIOCORP DEVS LTD COM NEW | Stock | 654484609 | — | 7 shares | $25 |
| ARLO TECHNOLOGIES INC COM | Stock | 04206A101 | — | 2 shares | $25 |
| INHIBIKASE THERAPEUTICS INC COM NEW | Stock | 45719W205 | — | 12 shares | $25 |
| INVIVYD INC COM | Stock | 00534A102 | — | 29 shares | $25 |
| TUHURA BIOSCIENCES INC COM | Stock | 898920103 | — | 12 shares | $25 |
| CPI CARD GROUP INC COM NEW | Stock | 12634H200 | — | 1 shares | $25 |
| AKEBIA THREAPEUTICS INC COM | Stock | 00972D105 | — | 26 shares | $24 |
| APPLIED DIGITAL CORP COM NEW | Stock | 038169207 | — | 1 shares | $24 |
| CYTOMX THERAPEUTICS INC. COM | Stock | 23284F105 | — | 9 shares | $24 |
| CLARUS CORP NEW COM | Stock | 18270P109 | — | 7 shares | $24 |