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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) |
|---|---|---|---|---|---|
| PAMT CORP COM | Stock | 693149106 | — | 1 shares | $11 |
| B & G FOODS INC COM | Stock | 05508R106 | — | 4 shares | $11 |
| RITHM PPTY TR INC COM NEW SHS | REIT | 38983D854 | — | 1 shares | $11 |
| ZEVRA THERAPEUTICS INC COM NEW | Stock | 488445206 | — | 1 shares | $11 |
| CITIZENS INC CL A | Stock | 174740100 | — | 3 shares | $10 |
| ISHARES U.S. ENERGY ETF | ETF | 464287796 | — | 0 shares | $10 |
| LAKELAND INDS INC COM | Stock | 511795106 | — | 1 shares | $10 |
| MATINAS BIOPHARMA HLDGS INC COM NEW | Stock | 576810402 | — | 4 shares | $10 |
| SENSEONICS HLDGS INC COM | Stock | 81727U303 | — | 1 shares | $10 |
| TYSON FOODS INC CL A | Stock | 902494103 | — | 0 shares | $10 |
| VERDE CLEAN FUELS INC CLASS A COM | Stock | 923372106 | — | 9 shares | $10 |
| KORRO BIO INC COM | Stock | 500946108 | — | 1 shares | $10 |
| CANDEL THERAPEUTICS INC COM | Stock | 137404109 | — | 1 shares | $10 |
| B & G FOODS INC COM | Stock | 05508R106 | — | 3 shares | $9 |
| ONE STOP SYS INC COM | Stock | 68247W109 | — | 1 shares | $9 |
| CONSUMER PORTFOLIO SVCS INC COM | Stock | 210502100 | — | 1 shares | $9 |
| XEROX HOLDINGS CORP WT EXP 021128 | Stock | 98421M114 | — | 31 shares | $9 |
| KNIGHTSCOPE INC CL A NEW | Stock | 49907V201 | — | 10 shares | $8 |
| MICROVAST HOLDINGS INC COM | Stock | 59516C106 | — | 12 shares | $8 |
| OCUGEN INC COM | Stock | 67577C105 | — | 8 shares | $8 |
| BARK INC COM NEW | Stock | 68622E203 | — | 1 shares | $8 |
| REALLOYS INC COM | Stock | 75606V101 | — | 1 shares | $8 |
| MONTAUK RENEWABLES INC COM | Stock | 61218C103 | — | 3 shares | $8 |
| SKINHEALTH SYSTEMS INC CL A NEW | Stock | 88331L306 | — | 12 shares | $8 |
| BARK INC COM NEW | Stock | 68622E203 | — | 1 shares | $8 |
| LUCID DIAGNOSTICS INC COM | Stock | 54948X109 | — | 11 shares | $8 |
| CSP INC COM | Stock | 126389105 | — | 1 shares | $8 |
| CANTON STRATEGIC HOLDINGS INC COM | Stock | 432705309 | — | 3 shares | $7 |
| VANGUARD INDUSTRIALS ETF | ETF | 92204A603 | — | 0 shares | $7 |
| VIRCO MFG CO COM | Stock | 927651109 | — | 1 shares | $7 |
| OUTDOOR HOLDING CO COM | Stock | 00175J107 | — | 3 shares | $7 |
| VIRCO MFG CO COM | Stock | 927651109 | — | 1 shares | $7 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | — | 0 shares | $7 |
| ORION PROPERTIES INC COM | REIT | 68629Y103 | — | 3 shares | $7 |
| ALTIMMUNE INC COM NEW | Stock | 02155H200 | — | 2 shares | $6 |
| BRAND ENGAGEMENT NETWORK INC COM | Stock | 104932207 | — | 1 shares | $6 |
| CONDUENT INC COM | Stock | 206787103 | — | 4 shares | $6 |
| DAVE & BUSTERS ENTMT INC COM | Stock | 238337109 | — | 1 shares | $6 |
| SAB BIOTHERAPEUTICS INC COM NEW | Stock | 78397T202 | — | 2 shares | $6 |
| TIGO ENERGY INC COM | Stock | 88675P103 | — | 7 shares | $6 |
| JELD-WEN HLDG INC COM | Stock | 47580P103 | — | 3 shares | $6 |
| TPG MTG INVTS TR INC COM NEW | REIT | 001228501 | — | 1 shares | $6 |
| CARIBOU BIOSCIENCES INC COM | Stock | 142038108 | — | 5 shares | $6 |
| OPKO HEALTH INC COM | Stock | 68375N103 | — | 3 shares | $5 |
| TIGO ENERGY INC COM | Stock | 88675P103 | — | 6 shares | $5 |
| GAMESTOP CORP WT EXP 103026 | Stock | 36467W117 | — | 2 shares | $5 |
| 1STDIBS COM INC COM | Stock | 320551104 | — | 1 shares | $4 |
| INSEEGO CORP COM NEW | Stock | 45782B302 | — | 1 shares | $4 |
| SAN JUAN BASIN RTY TR UNIT BEN INT | Stock | 798241105 | — | 1 shares | $4 |
| AMERICAN VANGUARD CORP COM | Stock | 030371108 | — | 2 shares | $4 |
| FOGHORN THERAPEUTICS INC COM | Stock | 344174107 | — | 1 shares | $4 |
| VERDE CLEAN FUELS INC CLASS A COM | Stock | 923372106 | — | 4 shares | $4 |
| RAMACO RES INC COM CL B | Stock | 75134P501 | — | 1 shares | $4 |
| CAMP4 THERAPEUTICS CORP COM | Stock | 13463J101 | — | 1 shares | $4 |
| XCF GLOBAL INC COM CL A | Stock | 98400U103 | — | 12 shares | $4 |
| HERTZ GLOBAL HLDGS INC COM NEW | Stock | 42806J700 | — | 2 shares | $3 |
| GEN DIGITAL INC CVR | Stock | 668771116 | — | 3 shares | $3 |
| WORKHORSE GROUP INC COM NEW | Stock | 98138J503 | — | 1 shares | $3 |
| CLIPPER RLTY INC COM | REIT | 18885T306 | — | 1 shares | $3 |
| ISPIRE TECHNOLOGY INC COM | Stock | 46501C100 | — | 2 shares | $3 |
| MOBILE INFRASTRUCTURE CORP COM SHS | Stock | 60739N101 | — | 1 shares | $3 |
| SCRIPPS E W CO OHIO CL A NEW | Stock | 811054402 | — | 1 shares | $3 |
| HEALTHPEAK PROPERTIES INC COM | REIT | 42250P103 | — | 0 shares | $3 |
| ACTUATE THERAPEUTICS INC COM | Stock | 005083100 | — | 2 shares | $2 |
| GAMESTOP CORP WT EXP 103026 | Stock | 36467W117 | — | 1 shares | $2 |
| INVITATION HOMES INC COM | REIT | 46187W107 | — | 0 shares | $2 |
| RENT THE RUNWAY INC CL A NEW | Stock | 76010Y202 | — | 1 shares | $2 |
| THERAPEUTICSMD INC COM NEW | Stock | 88338N206 | — | 1 shares | $2 |
| SELECTQUOTE INC COM | Stock | 816307300 | — | 4 shares | $2 |
| SIEBERT FINL CORP COM | Stock | 826176109 | — | 1 shares | $2 |
| HYPERFINE INC COM CL A | Stock | 44916K106 | — | 2 shares | $2 |
| GAIA INC NEW CL A | Stock | 36269P104 | — | 1 shares | $1 |
| YIELDMAX NVDA OPTION INCOME STRATEGY ETF | ETF | 88634T774 | — | 0 shares | $1 |
| WALDENCAST PLC CLASS A ORD SHS | Stock | G9503X103 | — | 1 shares | $1 |
| FOLD HLDGS INC COM CL A | Stock | 29103K100 | — | 1 shares | $1 |
| FLYEXCLUSIVE INC COM CL A | Stock | 343928107 | — | 1 shares | $1 |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | Stock | 683712129 | — | 2 shares | $0 |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | Stock | 683712137 | — | 2 shares | $0 |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | Stock | 683712145 | — | 2 shares | $0 |
| NEIGHBORHOOD INTELLIGENCE INC WT EXP 100726 | Stock | 690370127 | — | 1 shares | $0 |
| PLAYSTUDIOS INC CLASS A COM | Stock | 72815G306 | — | 1 shares | $0 |