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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) |
|---|---|---|---|---|---|
| OCUGEN INC COM | Stock | 67577C105 | — | 1,250 shares | $1,288 |
| NEWMARK GROUP INC CL A | Stock | 65158N102 | — | 105 shares | $1,287 |
| DIAMONDBACK ENERGY INC COM | Stock | 25278X109 | — | 7 shares | $1,287 |
| DAVE INC CLASS A COM NEW | Stock | 23834J201 | — | 4 shares | $1,286 |
| CHESAPEAKE UTILS CORP COM | Stock | 165303108 | — | 10 shares | $1,285 |
| DELEK US HLDGS INC NEW COM | Stock | 24665A103 | — | 18 shares | $1,285 |
| ELASTIC N V ORD SHS | Stock | N14506104 | — | 14 shares | $1,284 |
| ICU MED INC COM | Stock | 44930G107 | — | 8 shares | $1,284 |
| PENNYMAC MTG INVT TR COM | REIT | 70931T103 | — | 163 shares | $1,284 |
| PPL CORP COM | Stock | 69351T106 | — | 39 shares | $1,283 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 60687Y109 | — | 116 shares | $1,282 |
| MYOMO INC COM NEW | Stock | 62857J201 | — | 822 shares | $1,282 |
| REDDIT INC CL A | Stock | 75734B100 | — | 9 shares | $1,282 |
| PAGAYA TECHNOLOGIES LTD CL A NEW | Stock | M7S64L123 | — | 74 shares | $1,282 |
| SBA COMMUNICATIONS CORP CL A | REIT | 78410G104 | — | 8 shares | $1,281 |
| MAGNUM ICE CREAM CO NV ORD SHS | Stock | N5505D105 | — | 72 shares | $1,280 |
| ALLY FINL INC COM | Stock | 02005N100 | — | 34 shares | $1,279 |
| COMPASS MINERALS INTL INC COM | Stock | 20451N101 | — | 58 shares | $1,278 |
| UMH PPTYS INC COM | REIT | 903002103 | — | 83 shares | $1,278 |
| TENNANT CO COM | Stock | 880345103 | — | 19 shares | $1,277 |
| ARK BLOCKCHAIN & FINTECH INNOVATION ETF | ETF | 00214Q708 | — | 28 shares | $1,276 |
| WINTRUST FINL CORP COM | Stock | 97650W108 | — | 9 shares | $1,276 |
| CRANE NXT CO COM | Stock | 224441105 | — | 27 shares | $1,275 |
| ONDAS INC COM NEW | Stock | 68236H204 | — | 174 shares | $1,275 |
| NLI HOLDINGS INC COM NEW | Stock | 629156407 | — | 183 shares | $1,274 |
| RAMACO RES INC COM CL A | Stock | 75134P600 | — | 154 shares | $1,274 |
| TYLER TECHNOLOGIES INC COM | Stock | 902252105 | — | 4 shares | $1,274 |
| COGNEX CORP COM | Stock | 192422103 | — | 21 shares | $1,274 |
| KOHLS CORP COM | Stock | 500255104 | — | 69 shares | $1,274 |
| CNO FINL GROUP INC COM | Stock | 12621E103 | — | 24 shares | $1,273 |
| PENUMBRA INC COM | Stock | 70975L107 | — | 4 shares | $1,273 |
| FABRINET SHS | Stock | G3323L100 | — | 3 shares | $1,273 |
| FABRINET SHS | Stock | G3323L100 | — | 3 shares | $1,273 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 13 shares | $1,271 |
| INVESTAR HOLDING CORP COM | Stock | 46134L105 | — | 44 shares | $1,271 |
| ODDITY TECH LTD SHS CL A | Stock | M7518J104 | — | 68 shares | $1,269 |
| COPT DEFENSE PROPERTIES SHS BEN INT | REIT | 22002T108 | — | 38 shares | $1,269 |
| METROCITY BANKSHARES INC COM | Stock | 59165J105 | — | 37 shares | $1,268 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 125 shares | $1,268 |
| MATTHEWS INTL CORP CL A | Stock | 577128101 | — | 66 shares | $1,267 |
| VIASAT INC COM | Stock | 92552V100 | — | 18 shares | $1,267 |
| LG DISPLAY CO LTD SPONS ADR REP | ADR | 50186V102 | — | 429 shares | $1,266 |
| WORLD KINECT CORPORATION COM | Stock | 981475106 | — | 36 shares | $1,266 |
| AMGEN INC COM | Stock | 031162100 | — | 3 shares | $1,265 |
| MILLER INDS INC TENN COM NEW | Stock | 600551204 | — | 24 shares | $1,263 |
| KNOWLES CORP COM | Stock | 49926D109 | — | 34 shares | $1,263 |
| HERSHEY CO COM | Stock | 427866108 | — | 8 shares | $1,261 |
| LI AUTO INC SPONSORED ADS | ADR | 50202M102 | — | 111 shares | $1,261 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 38 shares | $1,261 |
| SHARKNINJA INC COM SHS | Stock | G8068L108 | — | 7 shares | $1,261 |
| WOLVERINE WORLD WIDE INC COM | Stock | 978097103 | — | 66 shares | $1,261 |
| NETAPP INC COM | Stock | 64110D104 | — | 6 shares | $1,260 |
| BETA TECHNOLOGIES INC COM SHS CL A | Stock | 086921103 | — | 57 shares | $1,260 |
| ATMUS FILTRATION TECHNOLOGIES COM | Stock | 04956D107 | — | 29 shares | $1,259 |
| NEXGEN ENERGY LTD COM | Stock | 65340P106 | — | 138 shares | $1,259 |
| CLEARWAY ENERGY INC CL C | Stock | 18539C204 | — | 43 shares | $1,259 |
| ALX ONCOLOGY HLDGS INC COM | Stock | 00166B105 | — | 905 shares | $1,258 |
| BGC GROUP INC CL A | Stock | 088929104 | — | 109 shares | $1,257 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | 74743L100 | — | 10 shares | $1,257 |
| SINCLAIR INC CL A | Stock | 829242106 | — | 99 shares | $1,256 |
| MAREX GROUP LTD ORD | Stock | G5S37H101 | — | 18 shares | $1,256 |
| TORM PLC SHS CL A | Stock | G89479102 | — | 33 shares | $1,256 |
| AMER SPORTS INC COM SHS | Stock | G0260P102 | — | 46 shares | $1,255 |
| OKTA INC CL A | Stock | 679295105 | — | 6 shares | $1,255 |
| AIRSHIP AI HLDGS INC COM | Stock | 008940108 | — | 674 shares | $1,254 |
| LANDS END INC NEW COM | Stock | 51509F105 | — | 122 shares | $1,254 |
| WEST BANCORPORATION INC CAP STK | Stock | 95123P106 | — | 44 shares | $1,254 |
| SUNCOKE ENERGY INC COM | Stock | 86722A103 | — | 133 shares | $1,254 |
| EXCELERATE ENERGY INC CL A COM | Stock | 30069T101 | — | 39 shares | $1,253 |
| POLARIS INC COM | Stock | 731068102 | — | 24 shares | $1,252 |
| AMERISAFE INC COM | Stock | 03071H100 | — | 53 shares | $1,252 |
| BRADY CORP CL A | Stock | 104674106 | — | 15 shares | $1,252 |
| CARVANA CO CL A | Stock | 146869102 | — | 20 shares | $1,251 |
| TOMPKINS FINL CORP COM | Stock | 890110109 | — | 13 shares | $1,251 |
| HIMS & HERS HEALTH INC COM CL A | Stock | 433000106 | — | 42 shares | $1,251 |
| CARVANA CO CL A | Stock | 146869102 | — | 20 shares | $1,251 |
| TOMPKINS FINL CORP COM | Stock | 890110109 | — | 13 shares | $1,251 |
| ACADEMY SPORTS & OUTDOORS INC COM | Stock | 00402L107 | — | 26 shares | $1,250 |
| ST JOE CO COM | Stock | 790148100 | — | 19 shares | $1,250 |
| LIGAND PHARMACEUTICALS INC COM NEW | Stock | 53220K504 | — | 4 shares | $1,249 |
| RYERSON HLDG CORP COM | Stock | 783754104 | — | 53 shares | $1,249 |
| MEDPACE HLDGS INC COM | Stock | 58506Q109 | — | 2 shares | $1,248 |
| MILLROSE PPTYS INC COM CL A | REIT | 601137102 | — | 48 shares | $1,247 |
| MOHAWK INDS INC COM | Stock | 608190104 | — | 10 shares | $1,247 |
| VISTRA CORP COM | Stock | 92840M102 | — | 9 shares | $1,247 |
| UL SOLUTIONS INC CLASS A COM SHS | Stock | 903731107 | — | 19 shares | $1,247 |
| CAESARS ENTERTAINMENT INC NEW COM | Stock | 12769G100 | — | 42 shares | $1,245 |
| DOUGLAS EMMETT INC COM | REIT | 25960P109 | — | 130 shares | $1,245 |
| CLEVELAND-CLIFFS INC NEW COM | Stock | 185899101 | — | 113 shares | $1,244 |
| ENEL CHILE SA SPONSORED ADR | ADR | 29278D105 | — | 294 shares | $1,244 |
| CORE & MAIN INC CL A | Stock | 21874C102 | — | 30 shares | $1,244 |
| STRATEGIC ED INC COM | Stock | 86272C103 | — | 16 shares | $1,243 |
| PG&E CORP COM | Stock | 69331C108 | — | 101 shares | $1,242 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 48 shares | $1,242 |
| WILEY JOHN & SONS INC CL A | Stock | 968223206 | — | 26 shares | $1,242 |
| ALBERTSONS COMPANIES INC COMMON STOCK | Stock | 013091103 | — | 107 shares | $1,242 |
| LEVI STRAUSS & CO NEW CL A COM STK | Stock | 52736R102 | — | 63 shares | $1,241 |
| NUSCALE PWR CORP CL A COM | Stock | 67079K100 | — | 157 shares | $1,240 |
| FEDERATED HERMES INC CL B | Stock | 314211103 | — | 22 shares | $1,240 |
| ACUITY INC COM | Stock | 00508Y102 | — | 4 shares | $1,239 |