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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) |
|---|---|---|---|---|---|
| CORPAY INC COM SHS | Stock | 219948106 | — | 4 shares | $1,554 |
| DIGIMARC CORP COM | Stock | 25382K100 | — | 267 shares | $1,554 |
| UIPATH INC CL A | Stock | 90364P105 | — | 121 shares | $1,554 |
| ITRON INC COM | Stock | 465741106 | — | 18 shares | $1,554 |
| W & T OFFSHORE INC COM | Stock | 92922P106 | — | 435 shares | $1,553 |
| TEEKAY TANKERS LTD CL A | Stock | G8726X106 | — | 16 shares | $1,553 |
| ACADIA PHARMACEUTICALS INC COM | Stock | 004225108 | — | 77 shares | $1,552 |
| IRADIMED CORP COM | Stock | 46266A109 | — | 18 shares | $1,552 |
| SPROTT INC COM NEW | Stock | 852066208 | — | 13 shares | $1,552 |
| ELECTROVAYA INC COM NEW | Stock | 28617B606 | — | 238 shares | $1,552 |
| SKYWEST INC COM | Stock | 830879102 | — | 16 shares | $1,551 |
| WILLDAN GROUP INC COM | Stock | 96924N100 | — | 21 shares | $1,551 |
| AMERICAN HOMES 4 RENT CL A | REIT | 02665T306 | — | 51 shares | $1,550 |
| HUT 8 CORP COM | Stock | 44812J104 | — | 18 shares | $1,550 |
| LIFEZONE METALS LIMITED ORD SHS | Stock | G5568L109 | — | 412 shares | $1,549 |
| ACUITY INC COM | Stock | 00508Y102 | — | 5 shares | $1,549 |
| BRINKER INTL INC COM | Stock | 109641100 | — | 8 shares | $1,548 |
| ORGANON & CO COMMON STOCK | Stock | 68622V106 | — | 113 shares | $1,548 |
| VICTORY CAP HLDGS INC DEL COM CL A | Stock | 92645B103 | — | 14 shares | $1,548 |
| INFUSYSTEM HLDGS INC COM | Stock | 45685K102 | — | 120 shares | $1,547 |
| RB GLOBAL INC COM | Stock | 74935Q107 | — | 19 shares | $1,546 |
| CANADIAN NATL RY CO COM | Stock | 136375102 | — | 13 shares | $1,546 |
| GATES INDL CORP LTD COM SHS | Stock | G39104107 | — | 59 shares | $1,546 |
| ZILLOW GROUP INC CL C CAP STK | Stock | 98954M200 | — | 57 shares | $1,546 |
| TPG INC COM CL A | Stock | 872657101 | — | 35 shares | $1,545 |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | ETF | 464288679 | — | 14 shares | $1,544 |
| TRIMAS CORP COM NEW | Stock | 896215209 | — | 40 shares | $1,544 |
| BANK OF MARIN BANCORP COM | Stock | 063425102 | — | 57 shares | $1,544 |
| JAMES HARDIE INDS PLC ORD SHS | Stock | G4253H101 | — | 61 shares | $1,544 |
| U S PHYSICAL THERAPY COM | Stock | 90337L108 | — | 18 shares | $1,543 |
| EDGEWISE THERAPEUTICS INC COM | Stock | 28036F105 | — | 38 shares | $1,543 |
| PTC INC COM | Stock | 69370C100 | — | 11 shares | $1,543 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 18 shares | $1,542 |
| TRUPANION INC COM | Stock | 898202106 | — | 66 shares | $1,542 |
| MODERNA INC COM | Stock | 60770K107 | — | 8 shares | $1,541 |
| NET POWER INC COM CL A | Stock | 64107A105 | — | 1,034 shares | $1,541 |
| SOUTHERN FIRST BANCSHARES COM | Stock | 842873101 | — | 26 shares | $1,541 |
| COTY INC COM CL A | Stock | 222070203 | — | 590 shares | $1,540 |
| AMENTUM HOLDINGS INC COM | Stock | 023939101 | — | 85 shares | $1,540 |
| ABM INDS INC COM | Stock | 000957100 | — | 32 shares | $1,539 |
| EAGLE MATLS INC COM | Stock | 26969P108 | — | 9 shares | $1,539 |
| EAGLE MATLS INC COM | Stock | 26969P108 | — | 9 shares | $1,539 |
| HAWAIIAN ELEC INDS INC MTN BE COM | Stock | 419870100 | — | 172 shares | $1,538 |
| AMERICAN AIRLINES GROUP INC COM | Stock | 02376R102 | — | 115 shares | $1,538 |
| RMR GROUP INC CL A | Stock | 74967R106 | — | 85 shares | $1,537 |
| HUNTSMAN CORP COM | Stock | 447011107 | — | 183 shares | $1,537 |
| RITHM CAPITAL CORP COM NEW | REIT | 64828T201 | — | 172 shares | $1,536 |
| CORE & MAIN INC CL A | Stock | 21874C102 | — | 37 shares | $1,535 |
| BANCO SANTANDER CHILE NEW SP ADR REP COM | ADR | 05965X109 | — | 46 shares | $1,535 |
| BENTLEY SYS INC COM CL B | Stock | 08265T208 | — | 48 shares | $1,534 |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | Stock | 61559X104 | — | 131 shares | $1,533 |
| UNIVERSAL HEALTH RLTY INCOME SH BEN INT | REIT | 91359E105 | — | 41 shares | $1,533 |
| V F CORP COM | Stock | 918204108 | — | 109 shares | $1,533 |
| MANULIFE FINL CORP COM | Stock | 56501R106 | — | 36 shares | $1,533 |
| COMPANIA CERVECERIAS UNIDAS S SPONSORED ADR | ADR | 204429104 | — | 147 shares | $1,533 |
| CONNECTONE BANCORP INC COM | Stock | 20786W107 | — | 51 shares | $1,533 |
| STEVANATO GROUP S P A ORD SHS | Stock | T9224W109 | — | 73 shares | $1,532 |
| JADE BIOSCIENCES INC COM NEW | Stock | 008064206 | — | 109 shares | $1,531 |
| CONSTRUCTION PARTNERS INC COM CL A | Stock | 21044C107 | — | 17 shares | $1,531 |
| HARMONY BIOSCIENCES HLDGS INC COM | Stock | 413197104 | — | 39 shares | $1,531 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 46 shares | $1,531 |
| WORKIVA INC COM CL A | Stock | 98139A105 | — | 23 shares | $1,531 |
| GATX CORP COM | Stock | 361448103 | — | 9 shares | $1,530 |
| LINCOLN NATL CORP IND COM | Stock | 534187109 | — | 38 shares | $1,530 |
| POST HLDGS INC COM | Stock | 737446104 | — | 21 shares | $1,530 |
| ROGERS CORP COM | Stock | 775133101 | — | 10 shares | $1,530 |
| SHARONAI HOLDINGS INC COM CL A | Stock | 778920306 | — | 28 shares | $1,529 |
| BATH & BODY WORKS INC COM | Stock | 070830104 | — | 96 shares | $1,528 |
| BEYOND MEAT INC COM | Stock | 08862E307 | — | 185 shares | $1,528 |
| JONES LANG LASALLE INC COM | Stock | 48020Q107 | — | 5 shares | $1,528 |
| JOHNSON OUTDOORS INC CL A | Stock | 479167108 | — | 35 shares | $1,528 |
| QUANEX BLDG PRODS CORP COM | Stock | 747619104 | — | 81 shares | $1,528 |
| MATCH GROUP INC NEW COM | Stock | 57667L107 | — | 38 shares | $1,526 |
| MOBILITY GLOBAL INC COM SHS | Stock | 60744M106 | — | 89 shares | $1,526 |
| UBS GROUP AG SHS | Stock | H42097107 | — | 32 shares | $1,525 |
| UNITI GROUP LLC COM SHS | REIT | 912932100 | — | 182 shares | $1,525 |
| SAMSARA INC COM CL A | Stock | 79589L106 | — | 40 shares | $1,525 |
| FIRST FINL BANKSHARES INC COM | Stock | 32020R109 | — | 48 shares | $1,524 |
| MBX BIOSCIENCES INC COM | Stock | 55287L101 | — | 26 shares | $1,524 |
| PAYCOM SOFTWARE INC COM | Stock | 70432V102 | — | 7 shares | $1,524 |
| SOUTH BOW CORP COM | Stock | 83671M105 | — | 46 shares | $1,524 |
| WORKDAY INC CL A | Stock | 98138H101 | — | 8 shares | $1,524 |
| QUANTUMSCAPE CORP COM CL A | Stock | 74767V109 | — | 328 shares | $1,524 |
| SPDR Gold Shares ETF | ETF | 78463V107 | — | 4 shares | $1,523 |
| DRIVEN BRANDS HLDGS INC COM | Stock | 26210V102 | — | 129 shares | $1,523 |
| VESTIS CORPORATION COM SHS | Stock | 29430C102 | — | 114 shares | $1,523 |
| M & T BK CORP COM | Stock | 55261F104 | — | 7 shares | $1,523 |
| FEDERATED HERMES INC CL B | Stock | 314211103 | — | 27 shares | $1,522 |
| INFORMATION SVCS GROUP INC COM | Stock | 45675Y104 | — | 275 shares | $1,521 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 16 shares | $1,521 |
| SYNAPTICS INC COM | Stock | 87157D109 | — | 15 shares | $1,521 |
| BANCO SANTANDER SA ADR | ADR | 05964H105 | — | 110 shares | $1,521 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 5 shares | $1,521 |
| GATES INDL CORP LTD COM SHS | Stock | G39104107 | — | 58 shares | $1,520 |
| ALEXANDRIA REAL ESTATE EQ INC COM | REIT | 015271109 | — | 32 shares | $1,519 |
| EQUINOR ASA SPONSORED ADR | ADR | 29446M102 | — | 37 shares | $1,519 |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | ADR | 294821608 | — | 166 shares | $1,519 |
| IONIS PHARMACEUTICALS INC COM | Stock | 462222100 | — | 34 shares | $1,518 |
| PATTERSON-UTI ENERGY INC COM | Stock | 703481101 | — | 139 shares | $1,518 |
| UNITY BANCORP INC COM | Stock | 913290102 | — | 28 shares | $1,518 |