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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) |
|---|---|---|---|---|---|
| CORCEPT THERAPEUTICS INC COM | Stock | 218352102 | — | 16 shares | $1,844 |
| TG THERAPEUTICS INC COM | Stock | 88322Q108 | — | 33 shares | $1,841 |
| ANDERSONS INC COM | Stock | 034164103 | — | 28 shares | $1,840 |
| BANK OF MONTREAL COM | Stock | 063671101 | — | 11 shares | $1,840 |
| MONARCH CASINO & RESORT INC COM | Stock | 609027107 | — | 16 shares | $1,840 |
| CAVA GROUP INC COM | Stock | 148929102 | — | 34 shares | $1,839 |
| PROPETRO HLDG CORP COM | Stock | 74347M108 | — | 208 shares | $1,839 |
| TRANSOCEAN LTD REGISTERED SHS | Stock | H8817H100 | — | 351 shares | $1,839 |
| PLUMAS BANCORP COM | Stock | 729273102 | — | 30 shares | $1,838 |
| THE TRADE DESK INC COM CL A | Stock | 88339J105 | — | 151 shares | $1,838 |
| BANK OZK LITTLE ROCK ARK COM | Stock | 06417N103 | — | 40 shares | $1,838 |
| STRATEGY INC CL A NEW | Stock | 594972408 | — | 12 shares | $1,837 |
| WOLVERINE WORLD WIDE INC COM | Stock | 978097103 | — | 96 shares | $1,835 |
| PACKAGING CORP AMER COM | Stock | 695156109 | — | 8 shares | $1,834 |
| REVOLVE GROUP INC CL A | Stock | 76156B107 | — | 86 shares | $1,834 |
| AMKOR TECHNOLOGY INC COM | Stock | 031652100 | — | 35 shares | $1,833 |
| JOHNSON OUTDOORS INC CL A | Stock | 479167108 | — | 42 shares | $1,833 |
| SMITH & NEPHEW PLC SPDN ADR NEW | ADR | 83175M205 | — | 68 shares | $1,833 |
| CHEMOURS CO COM | Stock | 163851108 | — | 135 shares | $1,832 |
| TORO CO COM | Stock | 891092108 | — | 19 shares | $1,832 |
| YELP INC CL A | Stock | 985817105 | — | 99 shares | $1,832 |
| PROTAGONIST THERAPEUTICS INC COM | Stock | 74366E102 | — | 13 shares | $1,832 |
| KADANT INC COM | Stock | 48282T104 | — | 7 shares | $1,831 |
| TRONOX HOLDINGS PLC SHS | Stock | G9087Q102 | — | 463 shares | $1,829 |
| RAMACO RES INC COM CL A | Stock | 75134P600 | — | 221 shares | $1,828 |
| HEICO CORP NEW CL A | Stock | 422806208 | — | 8 shares | $1,827 |
| NUTRIEN LTD COM | Stock | 67077M108 | — | 26 shares | $1,827 |
| ARTIVION INC COM | Stock | 228903100 | — | 80 shares | $1,826 |
| CAMDEN NATL CORP COM | Stock | 133034108 | — | 33 shares | $1,826 |
| AST SPACEMOBILE INC COM CL A | Stock | 00217D100 | — | 31 shares | $1,825 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 3 shares | $1,825 |
| KEMPER CORP COM | Stock | 488401100 | — | 73 shares | $1,825 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 | — | 32 shares | $1,824 |
| HUDSON TECHNOLOGIES INC COM | Stock | 444144109 | — | 354 shares | $1,823 |
| HANMI FINL CORP COM NEW | Stock | 410495204 | — | 59 shares | $1,823 |
| ASCENDIS PHARMA A/S ORD SHS | Stock | K08588103 | — | 8 shares | $1,823 |
| FIRST AMERN FINL CORP COM | Stock | 31847R102 | — | 30 shares | $1,822 |
| GLOBALFOUNDRIES INC ORDINARY SHARES | Stock | G39387108 | — | 38 shares | $1,821 |
| CANADIAN SOLAR INC COM | Stock | 136635109 | — | 158 shares | $1,820 |
| PEBBLEBROOK HOTEL TR COM | REIT | 70509V100 | — | 97 shares | $1,820 |
| INCYTE CORP COM | Stock | 45337C102 | — | 15 shares | $1,820 |
| FLUOR CORP COM | Stock | 343412102 | — | 38 shares | $1,819 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 6 shares | $1,819 |
| FLUOR CORP COM | Stock | 343412102 | — | 38 shares | $1,819 |
| BAR HBR BANKSHARES COM | Stock | 066849100 | — | 47 shares | $1,818 |
| DOW HLDGS INC COM | Stock | 260557103 | — | 66 shares | $1,818 |
| RED VIOLET INC COM | Stock | 75704L104 | — | 23 shares | $1,817 |
| WATSCO INC COM | Stock | 942622200 | — | 6 shares | $1,816 |
| LYFT INC CL A COM | Stock | 55087P104 | — | 121 shares | $1,816 |
| CELLDEX THERAPEUTICS INC NEW COM NEW | Stock | 15117B202 | — | 56 shares | $1,815 |
| HUBBELL INC COM | Stock | 443510607 | — | 4 shares | $1,814 |
| UNITED STATES ANTIMONY CORP COM | Stock | 911549103 | — | 435 shares | $1,814 |
| HUBBELL INC COM | Stock | 443510607 | — | 4 shares | $1,814 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 1 shares | $1,812 |
| BLACK ROCK COFFEE BAR INC CL A | Stock | 092244102 | — | 254 shares | $1,811 |
| MAPLEBEAR INC COM | Stock | 565394103 | — | 42 shares | $1,811 |
| UTZ BRANDS INC COM CL A | Stock | 918090101 | — | 127 shares | $1,810 |
| CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | — | 16 shares | $1,809 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 17 shares | $1,808 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 | — | 4 shares | $1,808 |
| ALPHA TEKNOVA INC COM | Stock | 02080L102 | — | 203 shares | $1,807 |
| BRAZE INC COM CL A | Stock | 10576N102 | — | 72 shares | $1,807 |
| WARBY PARKER INC CL A COM | Stock | 93403J106 | — | 65 shares | $1,806 |
| JBS N.V. CL A SHS | ADR | N4732M103 | — | 160 shares | $1,806 |
| APPFOLIO INC COM CL A | Stock | 03783C100 | — | 9 shares | $1,805 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 41 shares | $1,804 |
| HBT FINL INC. COM | Stock | 404111106 | — | 51 shares | $1,804 |
| FEDERATED HERMES INC CL B | Stock | 314211103 | — | 32 shares | $1,804 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 | — | 49 shares | $1,803 |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | ADR | 294821608 | — | 197 shares | $1,803 |
| VIAVI SOLUTIONS INC COM | Stock | 925550105 | — | 43 shares | $1,803 |
| WIX COM LTD SHS | Stock | M98068105 | — | 25 shares | $1,803 |
| CENCORA INC COM | Stock | 03073E105 | — | 6 shares | $1,802 |
| KYIVSTAR GROUP LTD ORD SHS | Stock | G5331N101 | — | 146 shares | $1,802 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 2 shares | $1,801 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 | — | 7 shares | $1,801 |
| UNITED CMNTY BKS BLAIRSVLE GA COM | Stock | 90984P303 | — | 54 shares | $1,801 |
| CHAMPION HOMES INC COM | Stock | 830830105 | — | 21 shares | $1,800 |
| ATRENEW INC SPONSORED ADS | ADR | 00138L108 | — | 482 shares | $1,798 |
| CCC INTELLIGENT SOLUTIONS HLD COM | Stock | 12510Q100 | — | 270 shares | $1,798 |
| NABORS INDUSTRIES LTD SHS | Stock | G6359F137 | — | 23 shares | $1,797 |
| ALLIED GOLD CORP COM NEW | Stock | 01921D204 | — | 86 shares | $1,796 |
| ORION GROUP HLDGS INC COM | Stock | 68628V308 | — | 210 shares | $1,796 |
| PINTEREST INC CL A | Stock | 72352L106 | — | 95 shares | $1,795 |
| JBT MAREL CORPORATION COM | Stock | 477839104 | — | 17 shares | $1,795 |
| DINGDONG CAYMAN LTD ADS | ADR | 25445D101 | — | 842 shares | $1,793 |
| PEOPLES BANCORP INC COM | Stock | 709789101 | — | 49 shares | $1,793 |
| SNAP INC CL A | Stock | 83304A106 | — | 332 shares | $1,793 |
| PHINIA INC COMMON STOCK | Stock | 71880K101 | — | 30 shares | $1,792 |
| REALTY INCOME CORP COM | REIT | 756109104 | — | 33 shares | $1,792 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 80 shares | $1,791 |
| STAR BULK CARRIERS CORP. SHS PAR | Stock | Y8162K204 | — | 61 shares | $1,791 |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | ETF | 808524888 | — | 36 shares | $1,791 |
| BANCFIRST CORP COM | Stock | 05945F103 | — | 17 shares | $1,790 |
| FRESENIUS MEDICAL CARE AG SPONSORED ADR | ADR | 358029106 | — | 80 shares | $1,790 |
| LADDER CAP CORP CL A | REIT | 505743104 | — | 205 shares | $1,790 |
| MNTN INC CL A | Stock | 55318A108 | — | 176 shares | $1,790 |
| BANCFIRST CORP COM | Stock | 05945F103 | — | 17 shares | $1,790 |
| CAPRICOR THERAPEUTICS INC COM NEW | Stock | 14070B309 | — | 189 shares | $1,790 |
| METLIFE INC COM | Stock | 59156R108 | — | 19 shares | $1,789 |