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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) |
|---|---|---|---|---|---|
| SEAPORT ENTMT GROUP INC COMMON STOCK | Stock | 812215200 | — | 44 shares | $1,007 |
| UDR INC COM | REIT | 902653104 | — | 30 shares | $1,007 |
| VERISK ANALYTICS INC COM | Stock | 92345Y106 | — | 6 shares | $1,007 |
| LINCOLN EDL SVCS CORP COM | Stock | 533535100 | — | 46 shares | $1,006 |
| VELOCITY FINL INC COM | Stock | 92262D101 | — | 67 shares | $1,006 |
| CARNIVAL CORP LTD COMMON SHARES | Stock | G2004J103 | — | 41 shares | $1,006 |
| SATELLOGIC INC COM CL A | Stock | 80401C100 | — | 182 shares | $1,006 |
| WYNDHAM HOTELS & RESORTS INC COM | Stock | 98311A105 | — | 14 shares | $1,006 |
| KAILERA THERAPEUTICS INC COMMON STOCK | Stock | 482931102 | — | 88 shares | $1,005 |
| AERCAP HOLDINGS NV SHS | Stock | N00985106 | — | 7 shares | $1,005 |
| ECOPETROL S A SPONSORED ADS | ADR | 279158109 | — | 61 shares | $1,005 |
| NATURAL GAS SVCS GROUP INC COM | Stock | 63886Q109 | — | 31 shares | $1,004 |
| FREEDOM HOLDING CORP COM | Stock | 356390104 | — | 6 shares | $1,004 |
| APPFOLIO INC COM CL A | Stock | 03783C100 | — | 5 shares | $1,003 |
| PAN AMERN SILVER CORP COM | Stock | 697900108 | — | 22 shares | $1,003 |
| UNIFIRST CORP MASS COM | Stock | 904708104 | — | 4 shares | $1,002 |
| UNIVERSAL DISPLAY CORP COM | Stock | 91347P105 | — | 13 shares | $1,002 |
| FOX CORP CL A COM | Stock | 35137L105 | — | 16 shares | $1,002 |
| CHEWY INC CL A | Stock | 16679L109 | — | 55 shares | $1,001 |
| MDU RES GROUP INC COM | Stock | 552690109 | — | 54 shares | $1,001 |
| SAIA INC COM | Stock | 78709Y105 | — | 3 shares | $1,001 |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | ADR | 03938L203 | — | 15 shares | $1,001 |
| FIRST INTST BANCSYSTEM INC COM | Stock | 32055Y201 | — | 28 shares | $1,001 |
| ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | ETF | 003261203 | — | 26 shares | $1,000 |
| RANGE RES CORP COM | Stock | 75281A109 | — | 27 shares | $1,000 |
| CCC INTELLIGENT SOLUTIONS HLD COM | Stock | 12510Q100 | — | 150 shares | $999 |
| UNITED FIRE GROUP INC COM | Stock | 910340108 | — | 19 shares | $999 |
| EVI INDS INC COM | Stock | 26929N102 | — | 52 shares | $998 |
| PAYLOCITY HLDG CORP COM | Stock | 70438V106 | — | 7 shares | $998 |
| XENCOR INC COM | Stock | 98401F105 | — | 40 shares | $998 |
| TEEKAY CORPORATION LTD SHS | Stock | G8726T105 | — | 70 shares | $998 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | — | 6 shares | $998 |
| XENCOR INC COM | Stock | 98401F105 | — | 40 shares | $998 |
| CHARTER COMMUNICATIONS INC CL A | Stock | 16119P108 | — | 9 shares | $998 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 24 shares | $997 |
| REDDIT INC CL A | Stock | 75734B100 | — | 7 shares | $997 |
| AXALTA COATING SYS LTD COM | Stock | G0750C108 | — | 31 shares | $997 |
| AEROVIRONMENT INC COM | Stock | 008073108 | — | 7 shares | $996 |
| ARROW FINL CORP COM | Stock | 042744102 | — | 27 shares | $995 |
| SUNRUN INC COM | Stock | 86771W105 | — | 128 shares | $995 |
| AKTIS ONCOLOGY INC COM | Stock | 01021M104 | — | 51 shares | $993 |
| COGENT BIOSCIENCES INC COM | Stock | 19240Q201 | — | 31 shares | $993 |
| PRIMIS FINANCIAL CORP COM | Stock | 74167B109 | — | 65 shares | $993 |
| EQUITY LIFESTYLE PROPERTIES COM | REIT | 29472R108 | — | 17 shares | $992 |
| MARZETTI COMPANY COM | Stock | 513847103 | — | 10 shares | $992 |
| CLEVELAND-CLIFFS INC NEW COM | Stock | 185899101 | — | 90 shares | $991 |
| NVE CORP COM NEW | Stock | 629445206 | — | 9 shares | $991 |
| KEYCORP COM | Stock | 493267108 | — | 49 shares | $990 |
| ICHOR HOLDINGS SHS | Stock | G4740B105 | — | 16 shares | $990 |
| BERKLEY W R CORP COM | Stock | 084423102 | — | 15 shares | $990 |
| VERSIGENT PLC ORDINARY SHARES | Stock | G9600F104 | — | 22 shares | $989 |
| KOSMOS ENERGY LTD COM | Stock | 500688106 | — | 389 shares | $988 |
| PACCAR INC COM | Stock | 693718108 | — | 9 shares | $988 |
| BAKER HUGHES COMPANY CL A | Stock | 05722G100 | — | 18 shares | $988 |
| ALNYLAM PHARMACEUTICALS INC COM | Stock | 02043Q107 | — | 4 shares | $987 |
| HARROW INC COM | Stock | 415858109 | — | 32 shares | $986 |
| VEECO INSTRS INC DEL COM | Stock | 922417100 | — | 19 shares | $986 |
| PALOMAR HLDGS INC COM | Stock | 69753M105 | — | 8 shares | $986 |
| GLAUKOS CORP COM | Stock | 377322102 | — | 6 shares | $985 |
| KBR INC COM | Stock | 48242W106 | — | 28 shares | $984 |
| RIMINI STR INC DEL COM | Stock | 76674Q107 | — | 231 shares | $984 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 2 shares | $984 |
| TYRA BIOSCIENCES INC COM | Stock | 90240B106 | — | 45 shares | $984 |
| UL SOLUTIONS INC CLASS A COM SHS | Stock | 903731107 | — | 15 shares | $984 |
| RIVERNORTH ACTIVE INCOME ETF | ETF | 210322673 | — | 125 shares | $984 |
| NATIONAL HEALTH INVS INC COM | REIT | 63633D104 | — | 15 shares | $984 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 2 shares | $984 |
| TEMPUS AI INC CL A | Stock | 88023B103 | — | 12 shares | $983 |
| GRANDSTAND LTD ORDINARY SHARES | Stock | G3R239101 | — | 651 shares | $983 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 8 shares | $983 |
| DOUGLAS DYNAMICS INC COM | Stock | 25960R105 | — | 25 shares | $981 |
| REVOLVE GROUP INC CL A | Stock | 76156B107 | — | 46 shares | $981 |
| ALIGNMENT HEALTHCARE INC COM | Stock | 01625V104 | — | 120 shares | $979 |
| BRAZE INC COM CL A | Stock | 10576N102 | — | 39 shares | $979 |
| CADRE HLDGS INC COM | Stock | 12763L105 | — | 39 shares | $979 |
| EMBRAER S.A. SPONSORED ADS | ADR | 29082A107 | — | 13 shares | $979 |
| DOLE PLC ORD SHS | Stock | G27907107 | — | 77 shares | $979 |
| ACCO BRANDS CORP COM | Stock | 00081T108 | — | 233 shares | $979 |
| CENTERSPACE COM | REIT | 15202L107 | — | 18 shares | $979 |
| LENNAR CORP CL A | Stock | 526057104 | — | 12 shares | $979 |
| ARCUTIS BIOTHERAPEUTICS INC COM | Stock | 03969K108 | — | 37 shares | $978 |
| GLOBAL X BLOCKCHAIN ETF | ETF | 37960A735 | — | 14 shares | $978 |
| PEDIATRIX MEDICAL GROUP INC COM | Stock | 58502B106 | — | 38 shares | $978 |
| ARRAY DIGITAL INFRASTRUCTURE I COM | Stock | 911684108 | — | 29 shares | $978 |
| VERTEX INC CL A | Stock | 92538J106 | — | 83 shares | $978 |
| VAREX IMAGING CORP COM | Stock | 92214X106 | — | 53 shares | $978 |
| COVISTA INC COM | Stock | 00737L103 | — | 8 shares | $978 |
| NEXTNAV INC COMMON STOCK | Stock | 65345N106 | — | 68 shares | $978 |
| SL GREEN RLTY CORP COM | REIT | 78440X887 | — | 20 shares | $978 |
| HARLEY DAVIDSON INC COM | Stock | 412822108 | — | 40 shares | $977 |
| SONIDA SENIOR LIVING INC COM | Stock | 140475203 | — | 26 shares | $977 |
| TOOTSIE ROLL INDS INC COM | Stock | 890516107 | — | 26 shares | $977 |
| CS DISCO INC COM | Stock | 126327105 | — | 238 shares | $976 |
| WESTERN ALLIANCE BANCORP COM | Stock | 957638109 | — | 13 shares | $976 |
| UWM HOLDINGS CORPORATION COM CL A | Stock | 91823B109 | — | 826 shares | $975 |
| GOLD FIELDS LTD SPONSORED ADR | ADR | 38059T106 | — | 27 shares | $975 |
| CAREDX INC COM | Stock | 14167L103 | — | 15 shares | $975 |
| FINANCIAL INSTITUTIONS INC COM | Stock | 317585404 | — | 25 shares | $975 |
| DTE ENERGY CO COM | Stock | 233331107 | — | 8 shares | $974 |
| JBG SMITH PPTYS COM | REIT | 46590V100 | — | 97 shares | $974 |