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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) |
|---|---|---|---|---|---|
| FOX CORP CL A COM | Stock | 35137L105 | — | 17 shares | $1,068 |
| ISHARES PREFERRED & INCOME SECURITIES ETF | ETF | 464288687 | — | 36 shares | $1,068 |
| LAUREATE ED INC COMMON STOCK | Stock | 518613203 | — | 28 shares | $1,068 |
| SENECA FOODS CORP NEW CL A | Stock | 817070501 | — | 6 shares | $1,068 |
| CALIFORNIA BANCORP COM | Stock | 84252A106 | — | 50 shares | $1,068 |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | ADR | 294821608 | — | 117 shares | $1,067 |
| UNITED CMNTY BKS BLAIRSVLE GA COM | Stock | 90984P303 | — | 32 shares | $1,067 |
| EHEALTH INC COM | Stock | 28238P109 | — | 1,501 shares | $1,066 |
| LYFT INC CL A COM | Stock | 55087P104 | — | 71 shares | $1,066 |
| DANA INC COM | Stock | 235825205 | — | 39 shares | $1,065 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 | — | 1 shares | $1,065 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 | — | 15 shares | $1,065 |
| CTO RLTY GROWTH INC NEW COM | REIT | 22948Q101 | — | 52 shares | $1,065 |
| MOVADO GROUP INC COM | Stock | 624580106 | — | 32 shares | $1,065 |
| OR ROYALTIES INC. COM SHS | Stock | 68390D106 | — | 31 shares | $1,065 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 10 shares | $1,064 |
| STEPAN CO COM | Stock | 858586100 | — | 17 shares | $1,064 |
| CG ONCOLOGY INC COM | Stock | 156944100 | — | 15 shares | $1,063 |
| SUZANO S A SPON ADS | ADR | 86959K105 | — | 124 shares | $1,063 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 942749102 | — | 3 shares | $1,063 |
| SCHOLAR ROCK HLDG CORP COM | Stock | 80706P103 | — | 22 shares | $1,063 |
| CG ONCOLOGY INC COM | Stock | 156944100 | — | 15 shares | $1,063 |
| MKS INC. COM | Stock | 55306N104 | — | 4 shares | $1,062 |
| MISSION PRODUCE INC COM | Stock | 60510V108 | — | 81 shares | $1,062 |
| PULMONX CORP COM | Stock | 745848101 | — | 556 shares | $1,062 |
| AMERICOLD REALTY TRUST INC COM | REIT | 03064D108 | — | 76 shares | $1,062 |
| O-I GLASS INC COM | Stock | 67098H104 | — | 188 shares | $1,062 |
| KURA SUSHI USA INC CL A COM | Stock | 501270102 | — | 26 shares | $1,061 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | 829933100 | — | 41 shares | $1,061 |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL B | ADR | 02390A101 | — | 50 shares | $1,060 |
| EXCELERATE ENERGY INC CL A COM | Stock | 30069T101 | — | 33 shares | $1,060 |
| KINROSS GOLD CORP COM | Stock | 496902404 | — | 44 shares | $1,060 |
| MIDDLESEX WTR CO COM | Stock | 596680108 | — | 20 shares | $1,059 |
| VOYAGER TECHNOLOGIES INC COM CL A | Stock | 92892B103 | — | 35 shares | $1,059 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 1 shares | $1,058 |
| PROGYNY INC COM | Stock | 74340E103 | — | 42 shares | $1,058 |
| WSFS FINL CORP COM | Stock | 929328102 | — | 14 shares | $1,058 |
| CALLAWAY GOLF CO COM | Stock | 131193104 | — | 75 shares | $1,057 |
| VIASAT INC COM | Stock | 92552V100 | — | 15 shares | $1,056 |
| XPO INC COM | Stock | 983793100 | — | 6 shares | $1,056 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 5 shares | $1,055 |
| PRESTIGE CONSMR HEALTHCARE INC COM | Stock | 74112D101 | — | 23 shares | $1,055 |
| SMARTRENT INC COM CL A | Stock | 83193G107 | — | 894 shares | $1,055 |
| TAMBORAN RES CORP COM | Stock | 87507T101 | — | 32 shares | $1,055 |
| AMERICAN PUB ED INC COM | Stock | 02913V103 | — | 25 shares | $1,055 |
| COPA HOLDINGS SA CL A | Stock | P31076105 | — | 8 shares | $1,055 |
| ASSURANT INC COM | Stock | 04621X108 | — | 4 shares | $1,054 |
| BENTLEY SYS INC COM CL B | Stock | 08265T208 | — | 33 shares | $1,054 |
| COUPANG INC CL A | Stock | 22266T109 | — | 76 shares | $1,054 |
| MARQETA INC CL A COM | Stock | 57142B203 | — | 62 shares | $1,054 |
| DNOW INC COM | Stock | 67011P100 | — | 68 shares | $1,054 |
| NBT BANCORP INC COM | Stock | 628778102 | — | 21 shares | $1,053 |
| WERNER ENTERPRISES INC COM | Stock | 950755108 | — | 31 shares | $1,053 |
| SHOALS TECHNOLOGIES GROUP INC CL A | Stock | 82489W107 | — | 130 shares | $1,053 |
| POSTAL REALTY TRUST INC CL A | REIT | 73757R102 | — | 46 shares | $1,052 |
| FORUM ENERGY TECHNOLOGIES INC COM | Stock | 34984V209 | — | 13 shares | $1,052 |
| ZENAS BIOPHARMA INC COM | Stock | 98937L105 | — | 39 shares | $1,052 |
| MILLER INDS INC TENN COM NEW | Stock | 600551204 | — | 20 shares | $1,052 |
| LIBERTY LATIN AMERICA LTD COM CL C | Stock | G9001E128 | — | 128 shares | $1,052 |
| EXTRA SPACE STORAGE INC COM | REIT | 30225T102 | — | 8 shares | $1,052 |
| KIRBY CORP COM | Stock | 497266106 | — | 8 shares | $1,050 |
| LENDINGTREE INC COM | Stock | 52603B107 | — | 43 shares | $1,050 |
| USA TODAY CO INC COM | Stock | 36472T109 | — | 167 shares | $1,050 |
| BV FINL INC COM NEW | Stock | 05603E208 | — | 50 shares | $1,049 |
| BRIDGEWATER BANCSHARES INC COM | Stock | 108621103 | — | 52 shares | $1,049 |
| ZTO EXPRESS CAYMAN INC SPONSORED ADS A | ADR | 98980A105 | — | 54 shares | $1,049 |
| EVOLUTION PETE CORP COM | Stock | 30049A107 | — | 296 shares | $1,048 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 | — | 3 shares | $1,048 |
| ARTISAN PARTNERS ASSET MGMT I CL A | Stock | 04316A108 | — | 29 shares | $1,047 |
| RHYTHM PHARMACEUTICALS INC COM | Stock | 76243J105 | — | 11 shares | $1,047 |
| UNIVERSAL HLTH SVCS INC CL B | Stock | 913903100 | — | 6 shares | $1,047 |
| PAN AMERN SILVER CORP COM | Stock | 697900108 | — | 23 shares | $1,047 |
| NEOGENOMICS INC COM NEW | Stock | 64049M209 | — | 57 shares | $1,047 |
| CEMEX SAB DE CV SPON ADR NEW | ADR | 151290889 | — | 110 shares | $1,046 |
| GALAXY DIGITAL INC. CL A | Stock | 36317J209 | — | 46 shares | $1,046 |
| INDEPENDENCE RLTY TR INC COM | REIT | 45378A106 | — | 72 shares | $1,046 |
| BROWN FORMAN CORP CL A | Stock | 115637100 | — | 39 shares | $1,046 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 03990B101 | — | 9 shares | $1,046 |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | Stock | G52694109 | — | 14 shares | $1,045 |
| ALEXANDRIA REAL ESTATE EQ INC COM | REIT | 015271109 | — | 22 shares | $1,044 |
| IDEXX LABS INC COM | Stock | 45168D104 | — | 2 shares | $1,044 |
| EVERQUOTE INC COM CL A | Stock | 30041R108 | — | 52 shares | $1,043 |
| GRANITE CONSTR INC COM | Stock | 387328107 | — | 9 shares | $1,043 |
| INMUNE BIO INC COM | Stock | 45782T105 | — | 535 shares | $1,043 |
| SILGAN HLDGS INC COM | Stock | 827048109 | — | 30 shares | $1,043 |
| FIRSTSUN CAP BANCORP COM | Stock | 33767U107 | — | 27 shares | $1,042 |
| HYSTER-YALE INC CL A | Stock | 449172105 | — | 33 shares | $1,041 |
| VAALCO ENERGY INC COM NEW | Stock | 91851C201 | — | 184 shares | $1,041 |
| PELAGOS INS CAP LTD COM | Stock | G3398L118 | — | 44 shares | $1,041 |
| DESIGNER BRANDS INC CL A | Stock | 250565108 | — | 172 shares | $1,041 |
| UTZ BRANDS INC COM CL A | Stock | 918090101 | — | 73 shares | $1,040 |
| NEWELL BRANDS INC COM | Stock | 651229106 | — | 197 shares | $1,040 |
| PRIMIS FINANCIAL CORP COM | Stock | 74167B109 | — | 68 shares | $1,039 |
| PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | ETF | 74347B680 | — | 12 shares | $1,038 |
| SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | ADR | 833635105 | — | 16 shares | $1,038 |
| CF INDUSTRIES HOLD COM | Stock | 125269100 | — | 9 shares | $1,037 |
| PVH CORPORATION COM | Stock | 693656100 | — | 14 shares | $1,037 |
| PVH CORPORATION COM | Stock | 693656100 | — | 14 shares | $1,037 |
| ORIC PHARMACEUTICALS INC COM | Stock | 68622P109 | — | 77 shares | $1,037 |
| GLACIER BANCORP INC NEW COM | Stock | 37637Q105 | — | 24 shares | $1,037 |