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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) |
|---|---|---|---|---|---|
| WESTROCK COFFEE CO COM | Stock | 96145W103 | — | 148 shares | $1,190 |
| BELITE BIO INC SPONSORED ADS | ADR | 07782B104 | — | 7 shares | $1,189 |
| MGIC INVT CORP WIS COM | Stock | 552848103 | — | 46 shares | $1,189 |
| SMUCKER J M CO COM NEW | Stock | 832696405 | — | 10 shares | $1,189 |
| WERNER ENTERPRISES INC COM | Stock | 950755108 | — | 35 shares | $1,189 |
| MUELLER WTR PRODS INC COM SER A | Stock | 624758108 | — | 56 shares | $1,189 |
| TIPTREE INC COM | Stock | 88822Q103 | — | 70 shares | $1,189 |
| AMPHASTAR PHARMACEUTICALS INC COM | Stock | 03209R103 | — | 46 shares | $1,187 |
| ARKO CORP COM | Stock | 041242108 | — | 288 shares | $1,187 |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | Stock | G66721104 | — | 81 shares | $1,187 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 21 shares | $1,186 |
| VITESSE ENERGY INC COMMON STOCK | Stock | 92852X103 | — | 71 shares | $1,186 |
| REVVITY INC COM | Stock | 714046109 | — | 8 shares | $1,186 |
| ARXIS INC CL A COM | Stock | 04339D105 | — | 24 shares | $1,185 |
| WILLSCOT HLDGS CORP COM CL A | Stock | 971378104 | — | 69 shares | $1,185 |
| SOUTHERN FIRST BANCSHARES COM | Stock | 842873101 | — | 20 shares | $1,185 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 8 shares | $1,184 |
| CARRIAGE SVCS INC COM | Stock | 143905107 | — | 38 shares | $1,184 |
| IONQ INC COM | Stock | 46222L108 | — | 27 shares | $1,184 |
| QUANTUMSCAPE CORP COM CL A | Stock | 74767V109 | — | 255 shares | $1,184 |
| SERVICETITAN INC SHS CL A | Stock | 81764X103 | — | 18 shares | $1,184 |
| BRIDGEBIO PHARMA INC COM | Stock | 10806X102 | — | 18 shares | $1,184 |
| ARIS MINING CORPORATION COM | Stock | 04040Y109 | — | 68 shares | $1,183 |
| UL SOLUTIONS INC CLASS A COM SHS | Stock | 903731107 | — | 18 shares | $1,181 |
| COASTALSOUTH BANCSHARES INC COM NEW | Stock | 19058X207 | — | 45 shares | $1,180 |
| AIRSCULPT TECHNOLOGIES INC COM | Stock | 009496100 | — | 670 shares | $1,179 |
| OIL DRI CORP AMER COM | Stock | 677864100 | — | 13 shares | $1,178 |
| VALARIS LTD CL A | Stock | G9460G101 | — | 15 shares | $1,178 |
| COSTAMARE BULKERS HLDGS LTD COM SHS | Stock | Y2001C101 | — | 54 shares | $1,178 |
| EDGEWISE THERAPEUTICS INC COM | Stock | 28036F105 | — | 29 shares | $1,177 |
| BGC GROUP INC CL A | Stock | 088929104 | — | 102 shares | $1,176 |
| TREX INC COM | Stock | 89531P105 | — | 27 shares | $1,176 |
| CANADIAN SOLAR INC COM | Stock | 136635109 | — | 102 shares | $1,175 |
| SCANSOURCE INC COM | Stock | 806037107 | — | 20 shares | $1,175 |
| RAMBUS INC DEL COM | Stock | 750917106 | — | 11 shares | $1,174 |
| ASTRANA HEALTH INC COM NEW | Stock | 03763A207 | — | 33 shares | $1,174 |
| RAMBUS INC DEL COM | Stock | 750917106 | — | 11 shares | $1,174 |
| BROOKFIELD BUSINESS CORP CL A SUB VTG SH | Stock | 113006100 | — | 46 shares | $1,173 |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | Stock | G66721104 | — | 80 shares | $1,173 |
| GLOBAL X E-COMMERCE ETF | ETF | 37954Y467 | — | 42 shares | $1,172 |
| 908 DEVICES INC COM | Stock | 65443P102 | — | 95 shares | $1,172 |
| SILVERCREST ASSET MGMT GROUP CL A | Stock | 828359109 | — | 111 shares | $1,172 |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ETF | 92189F437 | — | 42 shares | $1,172 |
| GENERAL AMERN INVS CO INC COM | CEF | 368802104 | — | 18 shares | $1,172 |
| FIRSTENERGY CORP COM | Stock | 337932107 | — | 27 shares | $1,170 |
| COMSTOCK RES INC COM | Stock | 205768302 | — | 95 shares | $1,170 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 46429B697 | — | 12 shares | $1,169 |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | ADR | 500472303 | — | 48 shares | $1,169 |
| MOSAIC CO COM | Stock | 61945C103 | — | 54 shares | $1,169 |
| NUCOR CORP COM | Stock | 670346105 | — | 5 shares | $1,169 |
| TYSON FOODS INC CL A | Stock | 902494103 | — | 23 shares | $1,169 |
| ARCOSA INC COM | Stock | 039653100 | — | 8 shares | $1,169 |
| REDWIRE CORPORATION COM | Stock | 75776W103 | — | 112 shares | $1,169 |
| NUCOR CORP COM | Stock | 670346105 | — | 5 shares | $1,169 |
| TELEFONICA BRASIL SA SPONSORED ADS | ADR | 87936R205 | — | 102 shares | $1,168 |
| AMNEAL PHARMACEUTICALS INC COM STK CL A | Stock | 03168L105 | — | 58 shares | $1,168 |
| TSS INC DEL COM | Stock | 87288V101 | — | 120 shares | $1,168 |
| THOMSON REUTERS CORP COM | Stock | 884903881 | — | 12 shares | $1,168 |
| INDIE SEMICONDUCTOR INC CLASS A COM | Stock | 45569U101 | — | 399 shares | $1,167 |
| ISHARES MSCI INDIA ETF | ETF | 46429B598 | — | 25 shares | $1,167 |
| MARA HOLDINGS INC COM | Stock | 565788106 | — | 103 shares | $1,167 |
| OWENS CORNING NEW COM | Stock | 690742101 | — | 10 shares | $1,167 |
| POWERFLEET INC COM | Stock | 73931J109 | — | 411 shares | $1,167 |
| BLACKLINE INC COM | Stock | 09239B109 | — | 44 shares | $1,167 |
| HUCKLEBERRY AI INC COM CL B | Stock | 257554105 | — | 350 shares | $1,166 |
| WOLVERINE WORLD WIDE INC COM | Stock | 978097103 | — | 61 shares | $1,166 |
| AGILYSYS INC COM | Stock | 00847J105 | — | 12 shares | $1,165 |
| LCNB CORP COM | Stock | 50181P100 | — | 63 shares | $1,164 |
| LUCID GROUP INC COM NEW | Stock | 549498202 | — | 286 shares | $1,164 |
| JFROG LTD ORD SHS | Stock | M6191J100 | — | 12 shares | $1,164 |
| MADDEN STEVEN LTD COM | Stock | 556269108 | — | 26 shares | $1,164 |
| TELIX PHARMACEUTICAL LTD SPONSORED ADS | ADR | 87961M105 | — | 106 shares | $1,163 |
| MERCURY SYS INC COM | Stock | 589378108 | — | 14 shares | $1,162 |
| ECHOSTAR CORP CL A | Stock | 278768106 | — | 13 shares | $1,162 |
| AXT INC COM | Stock | 00246W103 | — | 15 shares | $1,161 |
| FIRST BANCORP N C COM | Stock | 318910106 | — | 19 shares | $1,161 |
| GEMINI SPACE STA INC CL A COM | Stock | 36866J105 | — | 225 shares | $1,161 |
| DARDEN RESTAURANTS INC COM | Stock | 237194105 | — | 6 shares | $1,160 |
| DYNE THERAPEUTICS INC COM | Stock | 26818M108 | — | 72 shares | $1,160 |
| ECOVYST INC COM | Stock | 27923Q109 | — | 118 shares | $1,160 |
| EQUINIX INC COM | REIT | 29444U700 | — | 1 shares | $1,160 |
| GLOBE LIFE INC COM | Stock | 37959E102 | — | 7 shares | $1,160 |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | ADR | 465562106 | — | 136 shares | $1,160 |
| ARM HOLDINGS PLC SPONSORED ADS | ADR | 042068205 | — | 4 shares | $1,159 |
| ENEL CHILE SA SPONSORED ADR | ADR | 29278D105 | — | 274 shares | $1,159 |
| WINGSTOP INC COM | Stock | 974155103 | — | 11 shares | $1,159 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 681936100 | — | 25 shares | $1,158 |
| UFP INDUSTRIES INC COM | Stock | 90278Q108 | — | 15 shares | $1,158 |
| JAZZ PHARMACEUTICALS PLC SHS USD | Stock | G50871105 | — | 5 shares | $1,158 |
| COHU INC COM | Stock | 192576106 | — | 17 shares | $1,158 |
| HORMEL FOODS CORP COM | Stock | 440452100 | — | 58 shares | $1,157 |
| XPENG INC ADS | ADR | 98422D105 | — | 121 shares | $1,157 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 25 shares | $1,156 |
| FIGMA INC CLASS A COM STK | Stock | 316841105 | — | 55 shares | $1,156 |
| CINEMARK HLDGS INC COM | Stock | 17243V102 | — | 31 shares | $1,156 |
| ZIMMER BIOMET HOLDINGS INC COM | Stock | 98956P102 | — | 13 shares | $1,155 |
| WENDYS CO COM | Stock | 95058W100 | — | 181 shares | $1,155 |
| TERADATA CORP DEL COM | Stock | 88076W103 | — | 40 shares | $1,154 |
| UNILEVER PLC SPON ADR NEW | ADR | 904767803 | — | 19 shares | $1,154 |
| CDW CORP COM | Stock | 12514G108 | — | 9 shares | $1,153 |