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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) |
|---|---|---|---|---|---|
| ASANA INC CL A | Stock | 04342Y104 | — | 180 shares | $1,517 |
| KRAFT HEINZ CO COM | Stock | 500754106 | — | 67 shares | $1,517 |
| POWER SOLUTIONS INTL INC COM NEW | Stock | 73933G202 | — | 33 shares | $1,517 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 5 shares | $1,516 |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | ADR | 500472303 | — | 62 shares | $1,515 |
| SPRINKLR INC CL A | Stock | 85208T107 | — | 306 shares | $1,515 |
| CHIMERA INVT CORP COM SHS | REIT | 16934Q802 | — | 159 shares | $1,515 |
| E L F BEAUTY INC COM | Stock | 26856L103 | — | 15 shares | $1,515 |
| ACCEL ENTERTAINMENT INC COM CL A1 | Stock | 00436Q106 | — | 142 shares | $1,514 |
| CMS ENERGY CORP COM | Stock | 125896100 | — | 24 shares | $1,514 |
| FIDELITY ETHEREUM FUND ETF | ETF | 31613E103 | — | 57 shares | $1,514 |
| VALLEY NATL BANCORP COM | Stock | 919794107 | — | 120 shares | $1,514 |
| WATSCO INC COM | Stock | 942622200 | — | 5 shares | $1,513 |
| MADRIGAL PHARMACEUTICALS INC COM | Stock | 558868105 | — | 3 shares | $1,512 |
| PEABODY ENERGY CORP COM | Stock | 704551100 | — | 62 shares | $1,512 |
| YESWAY INC COM CL A | Stock | 98585C100 | — | 75 shares | $1,512 |
| AGILON HEALTH INC COM NEW | Stock | 00857U206 | — | 19 shares | $1,512 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | 592688105 | — | 1 shares | $1,511 |
| AMERIS BANCORP COM | Stock | 03076K108 | — | 19 shares | $1,511 |
| FRANKLIN TEMPLETON INC COM | Stock | 354613101 | — | 47 shares | $1,510 |
| CARS COM INC COM | Stock | 14575E105 | — | 147 shares | $1,510 |
| APOLLO GLOBAL MGMT INC COM | Stock | 03769M106 | — | 13 shares | $1,509 |
| MOBILITY GLOBAL INC COM SHS | Stock | 60744M106 | — | 88 shares | $1,509 |
| VERALTO CORP COM SHS | Stock | 92338C103 | — | 16 shares | $1,509 |
| CELLEBRITE DI LTD ORDINARY SHARES | Stock | M2197Q107 | — | 134 shares | $1,509 |
| AARDVARK THERAPEUTICS INC COM | Stock | 002942100 | — | 286 shares | $1,507 |
| HMH HLDG INC CL A | Stock | 40445M100 | — | 86 shares | $1,507 |
| LATTICE SEMICONDUCTOR CORP COM | Stock | 518415104 | — | 12 shares | $1,507 |
| LUMEXA IMAGING HOLDINGS INC COM | Stock | 550249106 | — | 147 shares | $1,507 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 01609W102 | — | 14 shares | $1,506 |
| ONEWATER MARINE INC CL A COM | Stock | 68280L101 | — | 158 shares | $1,506 |
| STANLEY BLACK & DECKER INC COM | Stock | 854502101 | — | 17 shares | $1,506 |
| V F CORP COM | Stock | 918204108 | — | 107 shares | $1,504 |
| PINNACLE FINL PARTNERS INC COM | Stock | 72348N109 | — | 16 shares | $1,504 |
| SMITH & WESSON BRANDS INC COM | Stock | 831754106 | — | 107 shares | $1,504 |
| SOUTHSIDE BANCSHARES INC COM | Stock | 84470P109 | — | 50 shares | $1,504 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 36266G107 | — | 23 shares | $1,504 |
| AMERICAN FINANCIAL GROUP INC COM | Stock | 025932104 | — | 11 shares | $1,504 |
| CONNECTONE BANCORP INC COM | Stock | 20786W107 | — | 50 shares | $1,503 |
| UNIFIRST CORP MASS COM | Stock | 904708104 | — | 6 shares | $1,503 |
| SCOTTS MIRACLE-GRO CO CL A | Stock | 810186106 | — | 30 shares | $1,503 |
| FTAI AVIATION LTD SHS | Stock | G3730V105 | — | 9 shares | $1,503 |
| FINVOLUTION GROUP SPONSORED ADS | ADR | 31810T101 | — | 496 shares | $1,503 |
| OPENLANE INC COM | Stock | 48238T109 | — | 44 shares | $1,502 |
| BULLISH ORD SHS | Stock | G16910120 | — | 43 shares | $1,500 |
| BLUE BIRD CORP COM | Stock | 095306106 | — | 27 shares | $1,499 |
| DOMINOS PIZZA INC COM | Stock | 25754A201 | — | 5 shares | $1,498 |
| HERC HLDGS INC COM | Stock | 42704L104 | — | 12 shares | $1,498 |
| RBC BEARINGS INC COM | Stock | 75524B104 | — | 3 shares | $1,498 |
| SPIRE GLOBAL INC COM CL A NEW | Stock | 848560306 | — | 134 shares | $1,498 |
| RED RIVER BANCSHARES INC COM | Stock | 75686R202 | — | 15 shares | $1,498 |
| KILROY REALTY CORP COM | REIT | 49427F108 | — | 45 shares | $1,497 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 3 shares | $1,494 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 3 shares | $1,494 |
| SHARPLINK INC COM NEW | Stock | 820014405 | — | 161 shares | $1,494 |
| BANCORP INC DEL COM | Stock | 05969A105 | — | 31 shares | $1,493 |
| PEARSON PLC SPONSORED ADR | ADR | 705015105 | — | 93 shares | $1,493 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 | — | 4 shares | $1,493 |
| NORTHWEST NAT HLDG CO COM | Stock | 66765N105 | — | 32 shares | $1,493 |
| PEARSON PLC SPONSORED ADR | ADR | 705015105 | — | 93 shares | $1,493 |
| MEDLINE INC COM CL A | Stock | 58507V107 | — | 43 shares | $1,492 |
| COINBASE GLOBAL INC COM CL A | Stock | 19260Q107 | — | 8 shares | $1,491 |
| ADECOAGRO S A COM | Stock | L00849106 | — | 147 shares | $1,491 |
| MONDAY COM LTD SHS | Stock | M7S64H106 | — | 19 shares | $1,491 |
| SOMNIGROUP INTERNATIONAL INC COM | Stock | 88023U101 | — | 24 shares | $1,491 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 14 shares | $1,489 |
| QORVO INC COM | Stock | 74736K101 | — | 13 shares | $1,488 |
| UBS ASSET MGMT HIGH YIELD CR SHS BEN INT NEW | CEF | 22544F202 | — | 93 shares | $1,488 |
| MERIDIAN CORP COM | Stock | 58958P104 | — | 79 shares | $1,487 |
| SFL CORPORATION LTD SHS | Stock | G7738W106 | — | 113 shares | $1,487 |
| EAST WEST BANCORP INC COM | Stock | 27579R104 | — | 12 shares | $1,487 |
| BOWHEAD SPECIALTY HLDGS INC COM SHS | Stock | 10240L102 | — | 44 shares | $1,486 |
| M/I HOMES INC COM | Stock | 55305B101 | — | 11 shares | $1,486 |
| GLOBALFOUNDRIES INC ORDINARY SHARES | Stock | G39387108 | — | 31 shares | $1,486 |
| APOGEE ENTERPRISES INC COM | Stock | 037598109 | — | 42 shares | $1,486 |
| RED ROCK RESORTS INC CL A | Stock | 75700L108 | — | 30 shares | $1,486 |
| EPSILON ENERGY LTD COM | Stock | 294375209 | — | 256 shares | $1,485 |
| CUSTOM TRUCK ONE SOURCE INC COM CL A | Stock | 23204X103 | — | 163 shares | $1,485 |
| BALCHEM CORP COM | Stock | 057665200 | — | 9 shares | $1,485 |
| TRAVEL PLUS LEISURE CO COM | Stock | 894164102 | — | 24 shares | $1,485 |
| CORECIVIC INC COM | Stock | 21871N101 | — | 46 shares | $1,484 |
| FULLER H B CO COM | Stock | 359694106 | — | 30 shares | $1,484 |
| CAESARS ENTERTAINMENT INC NEW COM | Stock | 12769G100 | — | 50 shares | $1,483 |
| GEOSPACE TECHNOLOGIES CORP COM | Stock | 37364X109 | — | 303 shares | $1,482 |
| VSE CORP COM | Stock | 918284100 | — | 9 shares | $1,482 |
| VSE CORP COM | Stock | 918284100 | — | 9 shares | $1,482 |
| PENNYMAC FINL SVCS INC NEW COM | Stock | 70932M107 | — | 24 shares | $1,481 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 17 shares | $1,481 |
| BETA BIONICS INC COM | Stock | 08659B102 | — | 78 shares | $1,480 |
| WILLDAN GROUP INC COM | Stock | 96924N100 | — | 20 shares | $1,478 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 3 shares | $1,477 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 11 shares | $1,477 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 11 shares | $1,477 |
| LINDBLAD EXPEDITIONS HLDGS INC COM | Stock | 535219109 | — | 47 shares | $1,477 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 11 shares | $1,477 |
| BIGBEAR AI HLDGS INC COM | Stock | 08975B109 | — | 557 shares | $1,476 |
| LOAR HOLDINGS INC COM SHS | Stock | 53947R105 | — | 24 shares | $1,476 |
| MOBILITY GLOBAL INC COM SHS | Stock | 60744M106 | — | 86 shares | $1,475 |
| CHORD ENERGY CORPORATION COM NEW | Stock | 674215207 | — | 11 shares | $1,475 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 8 shares | $1,475 |