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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) |
|---|---|---|---|---|---|
| CECO ENVIRONMENTAL CORP COM | Stock | 125141101 | — | 19 shares | $1,323 |
| HAWAIIAN ELEC INDS INC MTN BE COM | Stock | 419870100 | — | 148 shares | $1,323 |
| O-I GLASS INC COM | Stock | 67098H104 | — | 234 shares | $1,322 |
| SOLVENTUM CORP COM SHS | Stock | 83444M101 | — | 15 shares | $1,322 |
| ZENAS BIOPHARMA INC COM | Stock | 98937L105 | — | 49 shares | $1,322 |
| ENCORE CAP GROUP INC COM | Stock | 292554102 | — | 14 shares | $1,322 |
| UP FINTECH HLDG LTD SPONSORED ADS | ADR | 91531W106 | — | 288 shares | $1,322 |
| LEMAITRE VASCULAR INC COM | Stock | 525558201 | — | 16 shares | $1,321 |
| LIMBACH HLDGS INC COM | Stock | 53263P105 | — | 27 shares | $1,321 |
| WAVE LIFE SCIENCES INC SHS | Stock | 94352A104 | — | 357 shares | $1,321 |
| AMBARELLA INC SHS | Stock | G037AX101 | — | 19 shares | $1,321 |
| HOMEBANCORP INC COM | Stock | 43689E107 | — | 20 shares | $1,321 |
| MACYS INC COM | Stock | 55616P104 | — | 58 shares | $1,321 |
| EMERGENT BIOSOLUTIONS INC COM | Stock | 29089Q105 | — | 200 shares | $1,320 |
| MGE ENERGY INC COM | Stock | 55277P104 | — | 19 shares | $1,320 |
| MERITAGE HOMES CORP COM | Stock | 59001A102 | — | 21 shares | $1,320 |
| GREENLIGHT CAP RE LTD CLASS A | Stock | G4095J109 | — | 91 shares | $1,320 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 12 shares | $1,320 |
| GAMESQUARE HLDGS INC COM | Stock | 36468G202 | — | 431 shares | $1,319 |
| XERIS BIOPHARMA HOLDINGS INC COM | Stock | 98422E103 | — | 138 shares | $1,319 |
| PIPER SANDLER COMPANIES COM NEW | Stock | 724078209 | — | 20 shares | $1,319 |
| PIPER SANDLER COMPANIES COM NEW | Stock | 724078209 | — | 20 shares | $1,319 |
| AAR CORP COM | Stock | 000361105 | — | 13 shares | $1,319 |
| TPG MTG INVTS TR INC COM NEW | REIT | 001228501 | — | 230 shares | $1,318 |
| AT&T INC COM | Stock | 00206R102 | — | 54 shares | $1,318 |
| TFI INTERNATIONAL INC COM | Stock | 87241L109 | — | 11 shares | $1,318 |
| ATS CORPORATION COM | Stock | 00217Y104 | — | 73 shares | $1,318 |
| CYTOKINETICS INC COM NEW | Stock | 23282W605 | — | 20 shares | $1,318 |
| OGE ENERGY CORP COM | Stock | 670837103 | — | 29 shares | $1,317 |
| WAFD INC COM | Stock | 938824109 | — | 44 shares | $1,317 |
| FIRST MID BANCSHARES INC COM | Stock | 320866106 | — | 27 shares | $1,316 |
| UNUM GROUP COM | Stock | 91529Y106 | — | 15 shares | $1,316 |
| UNUM GROUP COM | Stock | 91529Y106 | — | 15 shares | $1,316 |
| ARCOSA INC COM | Stock | 039653100 | — | 9 shares | $1,315 |
| ERIE INDTY CO CL A | Stock | 29530P102 | — | 6 shares | $1,315 |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | ADR | 02390A101 | — | 62 shares | $1,314 |
| BANCO SANTANDER SA ADR | ADR | 05964H105 | — | 95 shares | $1,314 |
| GLAUKOS CORP COM | Stock | 377322102 | — | 8 shares | $1,314 |
| KARAT PACKAGING INC COM | Stock | 48563L101 | — | 25 shares | $1,314 |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | Stock | 741623102 | — | 69 shares | $1,314 |
| TRIMBLE INC COM | Stock | 896239100 | — | 23 shares | $1,314 |
| ARDENT HEALTH INC COM | Stock | 03980N107 | — | 127 shares | $1,313 |
| NATIONAL HEALTH INVS INC COM | REIT | 63633D104 | — | 20 shares | $1,313 |
| EQT CORP COM | Stock | 26884L109 | — | 27 shares | $1,311 |
| EQT CORP COM | Stock | 26884L109 | — | 27 shares | $1,311 |
| MARKETAXESS HLDGS INC COM | Stock | 57060D108 | — | 8 shares | $1,311 |
| PINNACLE FINL PARTNERS INC COM | Stock | 72348N109 | — | 14 shares | $1,311 |
| GEO GROUP INC COM | Stock | 36162J106 | — | 43 shares | $1,310 |
| MODINE MFG CO COM | Stock | 607828100 | — | 7 shares | $1,310 |
| HERBALIFE LTD COM SHS | Stock | G4412G101 | — | 108 shares | $1,310 |
| MODINE MFG CO COM | Stock | 607828100 | — | 7 shares | $1,310 |
| QUALYS INC COM | Stock | 74758T303 | — | 7 shares | $1,310 |
| COMMUNITY FINANCIAL SYSTEM INC COM | Stock | 203607106 | — | 22 shares | $1,310 |
| CNX RES CORP COM | Stock | 12653C108 | — | 42 shares | $1,309 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 9 shares | $1,308 |
| AMBEV SA SPONSORED ADR | ADR | 02319V103 | — | 448 shares | $1,308 |
| SNAIL INC CLASS A COM | Stock | 83301J308 | — | 549 shares | $1,307 |
| EAGLE BANCORP MONT INC COM | Stock | 26942G100 | — | 62 shares | $1,306 |
| GERMAN AMERN BANCORP INC COM | Stock | 373865104 | — | 27 shares | $1,306 |
| LYFT INC CL A COM | Stock | 55087P104 | — | 87 shares | $1,306 |
| IDEAYA BIOSCIENCES INC COM | Stock | 45166A102 | — | 34 shares | $1,306 |
| PAYCOM SOFTWARE INC COM | Stock | 70432V102 | — | 6 shares | $1,306 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 | — | 4 shares | $1,305 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 11 shares | $1,305 |
| PLEXUS CORP COM | Stock | 729132100 | — | 5 shares | $1,305 |
| INSULET CORP COM | Stock | 45784P101 | — | 10 shares | $1,305 |
| PRIME MEDICINE INC COM | Stock | 74168J101 | — | 427 shares | $1,304 |
| FIGMA INC CLASS A COM STK | Stock | 316841105 | — | 62 shares | $1,303 |
| VERSIGENT PLC ORDINARY SHARES | Stock | G9600F104 | — | 29 shares | $1,303 |
| PAYPAY CORP SPONSORED ADS | ADR | 70450C101 | — | 83 shares | $1,303 |
| ALCOA CORP COM | Stock | 013872106 | — | 31 shares | $1,302 |
| ZTO EXPRESS CAYMAN INC SPONSORED ADS A | ADR | 98980A105 | — | 67 shares | $1,301 |
| CAREDX INC COM | Stock | 14167L103 | — | 20 shares | $1,300 |
| INVESTAR HOLDING CORP COM | Stock | 46134L105 | — | 45 shares | $1,300 |
| RIGEL PHARMACEUTICALS INC COM | Stock | 766559702 | — | 27 shares | $1,300 |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 76954A103 | — | 87 shares | $1,300 |
| LAUDER ESTEE COS INC CL A | Stock | 518439104 | — | 14 shares | $1,299 |
| MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | — | 28 shares | $1,299 |
| PERDOCEO ED CORP COM | Stock | 71363P106 | — | 42 shares | $1,299 |
| ORRSTOWN FINL SVCS INC COM | Stock | 687380105 | — | 32 shares | $1,299 |
| FLOWERS FOODS INC COM | Stock | 343498101 | — | 234 shares | $1,299 |
| AXOS FINANCIAL INC COM | Stock | 05465C100 | — | 15 shares | $1,299 |
| IBEX LTD SHS NEW | Stock | G4690M101 | — | 30 shares | $1,298 |
| EASTMAN CHEM CO COM | Stock | 277432100 | — | 20 shares | $1,297 |
| CVB FINL CORP COM | Stock | 126600105 | — | 60 shares | $1,297 |
| ROCKY BRANDS INC COM | Stock | 774515100 | — | 29 shares | $1,296 |
| ARMSTRONG WORLD INDS INC NEW COM | Stock | 04247X102 | — | 8 shares | $1,295 |
| OXFORD INDS INC COM | Stock | 691497309 | — | 53 shares | $1,295 |
| WABASH NATL CORP COM | Stock | 929566107 | — | 105 shares | $1,295 |
| TRAVERE THERAPEUTICS INC COM | Stock | 89422G107 | — | 22 shares | $1,295 |
| USA RARE EARTH INC COM | Stock | 91733P107 | — | 92 shares | $1,295 |
| ZETA GLOBAL HOLDINGS CORP CL A | Stock | 98956A105 | — | 41 shares | $1,294 |
| ASSEMBLY BIOSCIENCES INC COM NEW | Stock | 045396207 | — | 55 shares | $1,292 |
| EPR PPTYS COM SH BEN INT | REIT | 26884U109 | — | 23 shares | $1,291 |
| FINWARD BANCORP COM | Stock | 31812F109 | — | 31 shares | $1,291 |
| LOUISIANA PAC CORP COM | Stock | 546347105 | — | 20 shares | $1,291 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 5 shares | $1,290 |
| NATIONAL FUEL GAS CO COM | Stock | 636180101 | — | 17 shares | $1,290 |
| NATWEST GROUP PLC SPONS ADR | ADR | 639057207 | — | 71 shares | $1,289 |
| HANOVER INS GROUP INC COM | Stock | 410867105 | — | 6 shares | $1,288 |