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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) |
|---|---|---|---|---|---|
| ISHARES U.S. MEDICAL DEVICES ETF | ETF | 464288810 | — | 24 shares | $1,238 |
| MATADOR RES CO COM | Stock | 576485205 | — | 24 shares | $1,238 |
| ROBINHOOD MKTS INC COM CL A | Stock | 770700102 | — | 11 shares | $1,238 |
| POST HLDGS INC COM | Stock | 737446104 | — | 17 shares | $1,238 |
| ADI GLOBAL DISTR INC COM SHS | Stock | 001026103 | — | 69 shares | $1,236 |
| DIGITAL RLTY TR INC COM | REIT | 253868103 | — | 7 shares | $1,236 |
| BLACKSKY TECHNOLOGY INC CL A NEW | Stock | 09263B207 | — | 58 shares | $1,236 |
| RAYONIER ADVANCED MATLS INC COM | Stock | 75508B104 | — | 155 shares | $1,235 |
| RESOURCES CONNECTION INC COM | Stock | 76122Q105 | — | 328 shares | $1,233 |
| ALEXANDERS INC COM | REIT | 014752109 | — | 5 shares | $1,233 |
| CIRCLE INTERNET GROUP INC COM CL A | Stock | 172573107 | — | 15 shares | $1,233 |
| XPO INC COM | Stock | 983793100 | — | 7 shares | $1,232 |
| YETI HLDGS INC COM | Stock | 98585X104 | — | 30 shares | $1,231 |
| REINSURANCE GROUP AMER INC COM NEW | Stock | 759351604 | — | 5 shares | $1,231 |
| HUBSPOT INC COM | Stock | 443573100 | — | 6 shares | $1,230 |
| KULR TECHNOLOGY GROUP INC COM | Stock | 50125G307 | — | 486 shares | $1,230 |
| CORNING INC COM | Stock | 219350105 | — | 8 shares | $1,230 |
| TEMPUS AI INC CL A | Stock | 88023B103 | — | 15 shares | $1,229 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 10 shares | $1,228 |
| VOYA FINANCIAL INC COM | Stock | 929089100 | — | 13 shares | $1,228 |
| CONSOLIDATED EDISON INC COM | Stock | 209115104 | — | 12 shares | $1,227 |
| MARKETWISE INC COM NEW CL A | Stock | 57064P206 | — | 62 shares | $1,227 |
| INVESCO RUSSELL 2000 DYNAMIC MULTIFACTOR ETF | ETF | 46138J593 | — | 25 shares | $1,226 |
| NATIONAL BEVERAGE CORP COM | Stock | 635017106 | — | 42 shares | $1,226 |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 05946K101 | — | 44 shares | $1,226 |
| CLEARWATER PAPER CORP COM | Stock | 18538R103 | — | 64 shares | $1,226 |
| HANCOCK WHITNEY CORPORATION COM | Stock | 410120109 | — | 17 shares | $1,225 |
| LPL FINL HLDGS INC COM | Stock | 50212V100 | — | 4 shares | $1,223 |
| VIATRIS INC COM | Stock | 92556V106 | — | 69 shares | $1,223 |
| PRIME MEDICINE INC COM | Stock | 74168J101 | — | 400 shares | $1,222 |
| STATE STR CORP COM | Stock | 857477103 | — | 7 shares | $1,222 |
| PREFORMED LINE PRODS CO COM | Stock | 740444104 | — | 3 shares | $1,222 |
| MURPHY OIL CORP COM | Stock | 626717102 | — | 33 shares | $1,222 |
| IBOTTA INC CLASS A COM SHS | Stock | 451051106 | — | 31 shares | $1,221 |
| METROPOLITAN BK HLDG CORP COM | Stock | 591774104 | — | 14 shares | $1,220 |
| METROPOLITAN BK HLDG CORP COM | Stock | 591774104 | — | 14 shares | $1,220 |
| CENTRAL PAC FINL CORP COM NEW | Stock | 154760409 | — | 34 shares | $1,220 |
| IRON MTN INC DEL COM | REIT | 46284V101 | — | 11 shares | $1,220 |
| OMEGA FLEX INC COM | Stock | 682095104 | — | 48 shares | $1,219 |
| BROWN & BROWN INC COM | Stock | 115236101 | — | 20 shares | $1,218 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 2 shares | $1,217 |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | ETF | 97717W315 | — | 22 shares | $1,217 |
| SUZANO S A SPON ADS | ADR | 86959K105 | — | 142 shares | $1,217 |
| ULTRAGENYX PHARMACEUTICAL INC COM | Stock | 90400D108 | — | 81 shares | $1,217 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 47 shares | $1,216 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 879360105 | — | 2 shares | $1,214 |
| GLOBAL X FINTECH ETF | ETF | 37954Y814 | — | 50 shares | $1,213 |
| HEICO CORP NEW COM | Stock | 422806109 | — | 4 shares | $1,213 |
| SIRIUSPOINT LTD COM | Stock | G8192H106 | — | 50 shares | $1,213 |
| E L F BEAUTY INC COM | Stock | 26856L103 | — | 12 shares | $1,212 |
| INTERNATIONAL SEAWAYS INC COM | Stock | Y41053102 | — | 11 shares | $1,212 |
| WATSCO INC COM | Stock | 942622200 | — | 4 shares | $1,211 |
| CITIZENS FINL GROUP INC COM | Stock | 174610105 | — | 19 shares | $1,211 |
| TERADATA CORP DEL COM | Stock | 88076W103 | — | 42 shares | $1,211 |
| DOMINOS PIZZA INC COM | Stock | 25754A201 | — | 4 shares | $1,210 |
| TEREX CORP NEW COM | Stock | 880779103 | — | 23 shares | $1,210 |
| VIEMED HEALTHCARE INC COM | Stock | 92663R105 | — | 133 shares | $1,210 |
| LUMEN TECHNOLOGIES INC COM | Stock | 550241103 | — | 216 shares | $1,210 |
| FRESENIUS MEDICAL CARE AG SPONSORED ADR | ADR | 358029106 | — | 54 shares | $1,209 |
| WEC ENERGY GROUP INC COM | Stock | 92939U106 | — | 12 shares | $1,209 |
| S & T BANCORP INC COM | Stock | 783859101 | — | 25 shares | $1,209 |
| CAPITAL CITY BANK COM | Stock | 139674105 | — | 25 shares | $1,208 |
| DEXCOM INC COM | Stock | 252131107 | — | 14 shares | $1,208 |
| CHORD ENERGY CORPORATION COM NEW | Stock | 674215207 | — | 9 shares | $1,207 |
| TANDEM DIABETES CARE INC COM NEW | Stock | 875372203 | — | 74 shares | $1,207 |
| ASTEC INDS INC COM | Stock | 046224101 | — | 30 shares | $1,207 |
| BANNER CORP COM NEW | Stock | 06652V208 | — | 18 shares | $1,206 |
| IONIS PHARMACEUTICALS INC COM | Stock | 462222100 | — | 27 shares | $1,206 |
| CAPITOL FED FINL INC COM | Stock | 14057J101 | — | 146 shares | $1,205 |
| T1 ENERGY INC COM NEW | Stock | 35834F104 | — | 312 shares | $1,204 |
| JPMORGAN BETABUILDERS CANADA ETF | ETF | 46641Q225 | — | 12 shares | $1,204 |
| MAXCYTE INC COM | Stock | 57777K106 | — | 1,075 shares | $1,204 |
| GULFPORT ENERGY CORP COMMON SHARES | Stock | 402635502 | — | 8 shares | $1,204 |
| LIBERTY ENERGY INC COM CL A | Stock | 53115L104 | — | 66 shares | $1,203 |
| TERADYNE INC COM | Stock | 880770102 | — | 3 shares | $1,203 |
| INGEVITY CORP COM | Stock | 45688C107 | — | 17 shares | $1,203 |
| KIMCO REALTY CORP COM | REIT | 49446R109 | — | 54 shares | $1,199 |
| OLLIES BARGAIN OUTLET HLDGS COM | Stock | 681116109 | — | 14 shares | $1,199 |
| AMERICAN TOWER CORP COM | REIT | 03027X100 | — | 7 shares | $1,198 |
| LIONSGATE STUDIOS CORP COM | Stock | 53626N102 | — | 107 shares | $1,198 |
| STAAR SURGICAL CO COM PAR $0.01 | Stock | 852312305 | — | 53 shares | $1,198 |
| INTERACTIVE BROKERS GROUP INC COM CL A | Stock | 45841N107 | — | 14 shares | $1,197 |
| MIRUM PHARMACEUTICALS INC COM | Stock | 604749101 | — | 14 shares | $1,197 |
| BALLARD PWR SYS INC NEW COM | Stock | 058586108 | — | 587 shares | $1,197 |
| ATN INTL INC COM | Stock | 00215F107 | — | 43 shares | $1,196 |
| COVENANT LOGISTICS GROUP INC CL A | Stock | 22284P105 | — | 37 shares | $1,196 |
| SIMPSON MFG INC COM | Stock | 829073105 | — | 7 shares | $1,196 |
| SANOFI SA SPONSORED ADR | ADR | 80105N105 | — | 29 shares | $1,196 |
| RINGCENTRAL INC CL A | Stock | 76680R206 | — | 16 shares | $1,195 |
| VERITONE INC COM | Stock | 92347M100 | — | 1,004 shares | $1,195 |
| MCGRAW HILL INC COM | Stock | 580907103 | — | 91 shares | $1,193 |
| PRIORITY TECHNOLOGY HLDGS INC COM | Stock | 74275G107 | — | 153 shares | $1,193 |
| CYTEK BIOSCIENCES INC COM | Stock | 23285D109 | — | 200 shares | $1,192 |
| HIMS & HERS HEALTH INC COM CL A | Stock | 433000106 | — | 40 shares | $1,192 |
| EVENTIDE LARGE CAP VALUE ETF | ETF | 86280R126 | — | 43 shares | $1,192 |
| OPTION CARE HEALTH INC COM NEW | Stock | 68404L201 | — | 53 shares | $1,192 |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | REIT | 313745101 | — | 11 shares | $1,191 |
| FIRST INDL RLTY TR INC COM | REIT | 32054K103 | — | 20 shares | $1,191 |
| OCEANFIRST FINL CORP COM | Stock | 675234108 | — | 72 shares | $1,190 |
| PETROLEO BRASILEIRO S A SPONSORED ADR | ADR | 71654V408 | — | 57 shares | $1,190 |