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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) |
|---|---|---|---|---|---|
| CUSHMAN AND WAKEFIELD LTD COMMON SHARES | Stock | G2717C106 | — | 2 shares | $24 |
| ENVELA CORP COM | Stock | 29402E102 | — | 2 shares | $24 |
| GRANDSTAND LTD ORDINARY SHARES | Stock | G3R239101 | — | 16 shares | $24 |
| FIREFLY AEROSPACE INC COM | Stock | 31816X106 | — | 1 shares | $23 |
| GALECTIN THERAPEUTICS INC COM NEW | Stock | 363225202 | — | 6 shares | $23 |
| TECTONIC THERAPEUTIC INC COM | Stock | 878972108 | — | 1 shares | $23 |
| CVRX INC COM | Stock | 126638105 | — | 13 shares | $23 |
| MALIBU BOATS INC COM CL A | Stock | 56117J100 | — | 1 shares | $23 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 46435G672 | — | 0 shares | $23 |
| INNOVATE CORP COM NEW | Stock | 45784J303 | — | 3 shares | $22 |
| JOINT CORP COM | Stock | 47973J102 | — | 3 shares | $22 |
| LUMENT FINANCE TRUST INC COM | REIT | 55025L306 | — | 4 shares | $22 |
| GEN DIGITAL INC CVR | Stock | 668771116 | — | 26 shares | $22 |
| SUN CMNTYS INC COM | REIT | 866674104 | — | 0 shares | $22 |
| TTEC HLDGS INC COM | Stock | 89854H102 | — | 17 shares | $22 |
| VISIONWAVE HOLDINGS INC COM | Stock | 927950204 | — | 5 shares | $22 |
| ALX ONCOLOGY HLDGS INC COM | Stock | 00166B105 | — | 16 shares | $22 |
| C3 AI INC CL A | Stock | 12468P104 | — | 2 shares | $22 |
| LANTRONIX INC COM NEW | Stock | 516548203 | — | 3 shares | $22 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | — | 0 shares | $22 |
| SAVARA INC COM | Stock | 805111101 | — | 4 shares | $21 |
| FRANKLIN STR PPTYS CORP COM | REIT | 35471R106 | — | 56 shares | $21 |
| INSPIRED ENTMT INC COM | Stock | 45782N108 | — | 6 shares | $21 |
| COOPER-STANDARD HOLDINGS INC COM | Stock | 21676P103 | — | 1 shares | $21 |
| CELLECTIS S A SPON ADS | ADR | 15117K103 | — | 13 shares | $20 |
| ENERGY VAULT HOLDINGS INC COM | Stock | 29280W109 | — | 5 shares | $20 |
| TEVOGEN INC COM NEW | Stock | 88165K200 | — | 3 shares | $20 |
| FREIGHTCAR AMER INC COM | Stock | 357023100 | — | 3 shares | $20 |
| 1 800 FLOWERS COM INC CL A | Stock | 68243Q106 | — | 8 shares | $20 |
| CAPRICOR THERAPEUTICS INC COM NEW | Stock | 14070B309 | — | 2 shares | $19 |
| CAPSOVISION INC COM | Stock | 140935107 | — | 3 shares | $19 |
| TECHTARGET INC COM NEW | Stock | 87874R308 | — | 5 shares | $19 |
| UNIVERSAL TECHNICAL INST INC COM | Stock | 913915104 | — | 1 shares | $19 |
| WOLVERINE WORLD WIDE INC COM | Stock | 978097103 | — | 1 shares | $19 |
| HIREQUEST INC COM | Stock | 433535101 | — | 1 shares | $19 |
| CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | — | 0 shares | $19 |
| AMERICAN EAGLE OUTFITTERS INC COM | Stock | 02553E106 | — | 1 shares | $18 |
| KARYOPHARM THERAPEUTICS INC COM NEW | Stock | 48576U205 | — | 15 shares | $18 |
| XCF GLOBAL INC COM CL A | Stock | 98400U103 | — | 53 shares | $18 |
| RIVERVIEW BANCORP INC COM | Stock | 769397100 | — | 3 shares | $18 |
| TRUMP MEDIA & TECHNOLOGY GROUP COM | Stock | 25400Q105 | — | 2 shares | $18 |
| SWARMER INC COM SHS | Stock | 86989Y109 | — | 1 shares | $18 |
| FARADAY FUTURE INTLGT ELEC INC COM NEW CL A | Stock | 307359869 | — | 14 shares | $17 |
| XEROX HOLDINGS CORP WT EXP 021128 | Stock | 98421M114 | — | 62 shares | $17 |
| MINERVA NEUROSCIENCES INC COM NEW | Stock | 603380106 | — | 5 shares | $17 |
| HERCULES CAPITAL INC COM | CEF | 427096508 | — | 1 shares | $17 |
| EYEPOINT INC COM NEW | Stock | 30233G209 | — | 5 shares | $16 |
| IMMUNEERING CORP CLASS A COM | Stock | 45254E107 | — | 4 shares | $16 |
| LIFTOFF MOBILE INC COM | Stock | 53229X101 | — | 1 shares | $16 |
| ONCE UPON A FARM PBC COM | Stock | 68237F108 | — | 1 shares | $16 |
| SOFI TECHNOLOGIES INC COM | Stock | 83406F102 | — | 1 shares | $16 |
| SUTRO BIOPHARMA INC COM SHS | Stock | 869367102 | — | 1 shares | $16 |
| KANDI TECHNOLOGIES GROUP INC ORD SHS | Stock | G5214E111 | — | 20 shares | $16 |
| CIPHER DIGITAL INC COM | Stock | 17253J106 | — | 1 shares | $16 |
| SEACOR MARINE HLDGS INC COM | Stock | 78413P101 | — | 2 shares | $16 |
| DYNE THERAPEUTICS INC COM | Stock | 26818M108 | — | 1 shares | $16 |
| INTEGRA LIFESCIENCES HLDGS CP COM NEW | Stock | 457985208 | — | 1 shares | $16 |
| REAL REMAX GROUP INC COM NEW | Stock | 776105108 | — | 1 shares | $16 |
| INDEPENDENCE RLTY TR INC COM | REIT | 45378A106 | — | 1 shares | $15 |
| HORNBECK OFFSHORE SERVICES INC COM | Stock | 42330P107 | — | 2 shares | $15 |
| CLOROX CO DEL COM | Stock | 189054109 | — | 0 shares | $15 |
| ARMATA PHARMACEUTICALS INC COM | Stock | 04216R102 | — | 4 shares | $15 |
| LOVESAC CO COM | Stock | 54738L109 | — | 1 shares | $15 |
| MECHANICS BANCORP CL A | Stock | 43785V102 | — | 1 shares | $15 |
| VALHI INC NEW COM | Stock | 918905209 | — | 1 shares | $15 |
| ARTIVA BIOTHERAPEUTICS INC COM | Stock | 04317A107 | — | 2 shares | $14 |
| CENTURY THERAPEUTICS INC COM | Stock | 15673T100 | — | 8 shares | $14 |
| COUPANG INC CL A | Stock | 22266T109 | — | 1 shares | $14 |
| HERTZ GLOBAL HLDGS INC WT EXP 063051 | Stock | 42806J148 | — | 16 shares | $14 |
| MONRO INC COM | Stock | 610236101 | — | 1 shares | $14 |
| NEURONETICS INC COM | Stock | 64131A105 | — | 6 shares | $14 |
| ASCENT INDUSTRIES CO COM | Stock | 871565107 | — | 1 shares | $14 |
| PROFICIENT AUTO LOGISTICS INC COM | Stock | 74317M104 | — | 4 shares | $14 |
| ARDELYX INC COM | Stock | 039697107 | — | 4 shares | $14 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 | — | 0 shares | $14 |
| JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | ETF | 46641Q373 | — | 0 shares | $13 |
| LIFECORE BIOMEDICAL INC COM | Stock | 514766104 | — | 2 shares | $13 |
| LINEAGE CELL THERAPEUTICS INC COM | Stock | 53566P109 | — | 14 shares | $13 |
| OFFERPAD SOLUTIONS INC COM CL A | Stock | 67623L505 | — | 4 shares | $13 |
| PEDEVCO CORP COM NEW | Stock | 70532Y402 | — | 1 shares | $13 |
| CONTINEUM THERAPEUTICS INC CL A | Stock | 21217B100 | — | 1 shares | $13 |
| FINANCE OF AMERICA COMPAN CL A NEW | Stock | 31738L206 | — | 1 shares | $13 |
| CAPSOVISION INC COM | Stock | 140935107 | — | 2 shares | $13 |
| Z SQUARED INC COM NEW | Stock | 98878K108 | — | 3 shares | $12 |
| ZURA BIO LTD CLASS A ORD SHS | Stock | G9TY5A101 | — | 3 shares | $12 |
| NEWMARK GROUP INC CL A | Stock | 65158N102 | — | 1 shares | $12 |
| VISTANCE NETWORKS INC COM | Stock | 20337X109 | — | 2 shares | $12 |
| YUM BRANDS INC COM | Stock | 988498101 | — | 0 shares | $12 |
| NEWMARK GROUP INC CL A | Stock | 65158N102 | — | 1 shares | $12 |
| SELLAS LIFE SCIENCES GROUP INC COM NEW | Stock | 81642T209 | — | 1 shares | $12 |
| PARADIUMAI INC COM | Stock | 040044109 | — | 9 shares | $11 |
| BIOTE CORP CLASS A COM | Stock | 090683103 | — | 9 shares | $11 |
| CABLE ONE INC COM | Stock | 12685J105 | — | 1 shares | $11 |
| DMC GLOBAL INC COM | Stock | 23291C103 | — | 2 shares | $11 |
| LUMEN TECHNOLOGIES INC COM | Stock | 550241103 | — | 2 shares | $11 |
| NIOCORP DEVS LTD COM NEW | Stock | 654484609 | — | 3 shares | $11 |
| KESTREL GROUP LTD COM | Stock | G5260K102 | — | 2 shares | $11 |
| QUICKLOGIC CORP COM NEW | Stock | 74837P405 | — | 1 shares | $11 |
| MAXCYTE INC COM | Stock | 57777K106 | — | 10 shares | $11 |
| DOUGLAS ELLIMAN INC COM | Stock | 25961D105 | — | 7 shares | $11 |