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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) |
|---|---|---|---|---|---|
| BANCFIRST CORP COM | Stock | 05945F103 | — | 27 shares | $2,843 |
| TRINITY CAP INC COM | CEF | 896442308 | — | 162 shares | $2,843 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | — | 60 shares | $2,842 |
| CHEESECAKE FACTORY INC COM | Stock | 163072101 | — | 27 shares | $2,841 |
| RALPH LAUREN CORP CL A | Stock | 751212101 | — | 8 shares | $2,841 |
| FIVE STAR BANCORP COM | Stock | 33830T103 | — | 67 shares | $2,839 |
| PELAGOS INS CAP LTD COM | Stock | G3398L118 | — | 120 shares | $2,839 |
| INTERNATIONAL FLAVORS&FRAGRANC COM | Stock | 459506101 | — | 34 shares | $2,838 |
| WINTRUST FINL CORP COM | Stock | 97650W108 | — | 20 shares | $2,836 |
| ORMAT TECHNOLOGIES INC COM | Stock | 686688102 | — | 31 shares | $2,836 |
| CLOROX CO DEL COM | Stock | 189054109 | — | 35 shares | $2,835 |
| TURTLE BEACH CORP COM NEW | Stock | 900450206 | — | 222 shares | $2,835 |
| CHAGEE HLDGS LTD SPONSORED ADS | ADR | 15743P104 | — | 242 shares | $2,831 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 52 shares | $2,830 |
| HIMS & HERS HEALTH INC COM CL A | Stock | 433000106 | — | 95 shares | $2,830 |
| AUTOZONE INC COM | Stock | 053332102 | — | 1 shares | $2,830 |
| LIBERTY CAP CORP SER C GCI GROUP | Stock | 36164V800 | — | 122 shares | $2,830 |
| Energy Select Sector SPDR ETF | ETF | 81369Y506 | — | 46 shares | $2,829 |
| SURGERY PARTNERS INC COM | Stock | 86881A100 | — | 204 shares | $2,829 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 19 shares | $2,828 |
| ABERCROMBIE & FITCH CO CL A | Stock | 002896207 | — | 21 shares | $2,828 |
| RADNET INC COM | Stock | 750491102 | — | 41 shares | $2,827 |
| SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | G8060N102 | — | 68 shares | $2,826 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 681936100 | — | 61 shares | $2,825 |
| FLOWCO HLDGS INC COM CL A | Stock | 342909108 | — | 156 shares | $2,824 |
| TRADEWEB MKTS INC CL A | Stock | 892672106 | — | 28 shares | $2,824 |
| SPROUT SOCIAL INC COM CL A | Stock | 85209W109 | — | 289 shares | $2,824 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | M22465104 | — | 22 shares | $2,824 |
| QUANTUM COMPUTING INC COM | Stock | 74766W108 | — | 334 shares | $2,822 |
| CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | ADR | 17133Q502 | — | 62 shares | $2,820 |
| FIRST CMNTY BANKSHARES INC VA COM | Stock | 31983A103 | — | 60 shares | $2,819 |
| CARTESIAN THERAPEUTICS INC COM NEW | Stock | 816212302 | — | 391 shares | $2,819 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 30 shares | $2,819 |
| BLOCK H & R INC COM | Stock | 093671105 | — | 69 shares | $2,819 |
| MARTEN TRANS LTD COM | Stock | 573075108 | — | 218 shares | $2,817 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 32 shares | $2,816 |
| LENNAR CORP CL B | Stock | 526057302 | — | 35 shares | $2,816 |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | REIT | 313745101 | — | 26 shares | $2,816 |
| CIENA CORP COM NEW | Stock | 171779309 | — | 8 shares | $2,815 |
| CIENA CORP COM NEW | Stock | 171779309 | — | 8 shares | $2,815 |
| PLUG PWR INC COM NEW | Stock | 72919P202 | — | 1,451 shares | $2,815 |
| DUTCH BROS INC CL A | Stock | 26701L100 | — | 73 shares | $2,815 |
| TALEN ENERGY CORP COM | Stock | 87422Q109 | — | 9 shares | $2,814 |
| BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | Stock | 11276H106 | — | 79 shares | $2,813 |
| FS KKR CAP CORP COM | CEF | 302635206 | — | 256 shares | $2,813 |
| LIGAND PHARMACEUTICALS INC COM NEW | Stock | 53220K504 | — | 9 shares | $2,811 |
| MOLSON COORS BEVERAGE CO CL B | Stock | 60871R209 | — | 77 shares | $2,808 |
| FIRST FINANCIAL CORPORATION COM | Stock | 320218100 | — | 38 shares | $2,808 |
| QUALYS INC COM | Stock | 74758T303 | — | 15 shares | $2,808 |
| DOXIMITY INC CL A | Stock | 26622P107 | — | 99 shares | $2,806 |
| CITIZENS FINL GROUP INC COM | Stock | 174610105 | — | 44 shares | $2,805 |
| SOLAREDGE TECHNOLOGIES INC COM | Stock | 83417M104 | — | 88 shares | $2,805 |
| ACADIA HEALTHCARE COMPANY INC COM | Stock | 00404A109 | — | 102 shares | $2,805 |
| SANA BIOTECHNOLOGY INC COM | Stock | 799566104 | — | 962 shares | $2,804 |
| LEIDOS HOLDINGS INC COM | Stock | 525327102 | — | 23 shares | $2,802 |
| GLADSTONE LD CORP COM | REIT | 376549101 | — | 296 shares | $2,800 |
| AXALTA COATING SYS LTD COM | Stock | G0750C108 | — | 87 shares | $2,798 |
| CENOVUS ENERGY INC COM | Stock | 15135U109 | — | 90 shares | $2,797 |
| ADT INC DEL COM | Stock | 00090Q103 | — | 460 shares | $2,797 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 8 shares | $2,795 |
| CONSTELLATION ENERGY CORP COM | Stock | 21037T109 | — | 11 shares | $2,794 |
| FRANKLIN TEMPLETON INC COM | Stock | 354613101 | — | 87 shares | $2,794 |
| WATERSTONE FINL INC MD COM | Stock | 94188P101 | — | 142 shares | $2,792 |
| ZSCALER INC COM | Stock | 98980G102 | — | 14 shares | $2,792 |
| TOMPKINS FINL CORP COM | Stock | 890110109 | — | 29 shares | $2,791 |
| SELECT WATER SOLUTIONS INC CL A COM | Stock | 81617J301 | — | 141 shares | $2,790 |
| SERVE ROBOTICS INC COM | Stock | 81758H106 | — | 600 shares | $2,790 |
| MONGODB INC CL A | Stock | 60937P106 | — | 8 shares | $2,789 |
| GITLAB INC CLASS A COM | Stock | 37637K108 | — | 59 shares | $2,788 |
| AXT INC COM | Stock | 00246W103 | — | 36 shares | $2,787 |
| LIVE OAK BANCSHARES INC COM | Stock | 53803X105 | — | 77 shares | $2,787 |
| FIGS INC CL A | Stock | 30260D103 | — | 201 shares | $2,786 |
| GAP INC COM | Stock | 364760108 | — | 122 shares | $2,786 |
| WARNER BROS DISCOVERY INC COM SER A | Stock | 934423104 | — | 90 shares | $2,786 |
| RBB BANCORP COM | Stock | 74930B105 | — | 107 shares | $2,785 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 24 shares | $2,785 |
| VOYAGER TECHNOLOGIES INC COM CL A | Stock | 92892B103 | — | 92 shares | $2,783 |
| NEW JERSEY RES CORP COM | Stock | 646025106 | — | 55 shares | $2,783 |
| NICE LTD SPONSORED ADR | ADR | 653656108 | — | 25 shares | $2,782 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 26 shares | $2,781 |
| LABCORP HOLDINGS INC COM SHS | Stock | 504922105 | — | 9 shares | $2,779 |
| ACADIA HEALTHCARE COMPANY INC COM | Stock | 00404A109 | — | 101 shares | $2,778 |
| STOCK YDS BANCORP INC COM | Stock | 861025104 | — | 36 shares | $2,775 |
| OIL STS INTL INC COM | Stock | 678026105 | — | 349 shares | $2,775 |
| KENVUE INC COM | Stock | 49177J102 | — | 157 shares | $2,773 |
| UNITY BANCORP INC COM | Stock | 913290102 | — | 51 shares | $2,772 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 273 shares | $2,768 |
| AON PLC SHS CL A | Stock | G0403H108 | — | 10 shares | $2,768 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | G7997R103 | — | 3 shares | $2,767 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 17 shares | $2,767 |
| MAXIMUS INC COM | Stock | 577933104 | — | 52 shares | $2,766 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | 74743L100 | — | 22 shares | $2,766 |
| GENUINE PARTS CO COM | Stock | 372460105 | — | 22 shares | $2,766 |
| VICTORY CAP HLDGS INC DEL COM CL A | Stock | 92645B103 | — | 25 shares | $2,765 |
| BRIDGEBIO PHARMA INC COM | Stock | 10806X102 | — | 42 shares | $2,764 |
| GAP INC COM | Stock | 364760108 | — | 121 shares | $2,764 |
| TIMBERLAND BANCORP INC COM | Stock | 887098101 | — | 62 shares | $2,764 |
| TECK RESOURCES LTD CL B | Stock | 878742204 | — | 42 shares | $2,763 |
| ANDERSONS INC COM | Stock | 034164103 | — | 42 shares | $2,759 |
| CIRRUS LOGIC INC COM | Stock | 172755100 | — | 23 shares | $2,759 |