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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) |
|---|---|---|---|---|---|
| TENNANT CO COM | Stock | 880345103 | — | 14 shares | $941 |
| DOCUSIGN INC COM | Stock | 256163106 | — | 14 shares | $940 |
| FULLER H B CO COM | Stock | 359694106 | — | 19 shares | $940 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 | — | 7 shares | $940 |
| MADDEN STEVEN LTD COM | Stock | 556269108 | — | 21 shares | $940 |
| EVERUS CONSTR GROUP COM | Stock | 300426103 | — | 8 shares | $940 |
| GEVO INC COM PAR | Stock | 374396406 | — | 714 shares | $939 |
| IPG PHOTONICS CORP COM | Stock | 44980X109 | — | 12 shares | $939 |
| JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | — | 21 shares | $939 |
| BROWN FORMAN CORP CL A | Stock | 115637100 | — | 35 shares | $939 |
| IONIS PHARMACEUTICALS INC COM | Stock | 462222100 | — | 21 shares | $938 |
| VIRTU FINL INC CL A | Stock | 928254101 | — | 17 shares | $938 |
| COMPASS DIVERSIFIED SH BEN INT | Stock | 20451Q104 | — | 86 shares | $938 |
| INSIGHT ENTERPRISES INC COM | Stock | 45765U103 | — | 6 shares | $938 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 6 shares | $938 |
| MAIN STR CAP CORP COM | CEF | 56035L104 | — | 17 shares | $936 |
| RICHMOND MUT BANCORPORATION COM | Stock | 76525P100 | — | 63 shares | $936 |
| TWFG INC COM CL A | Stock | 87318A101 | — | 39 shares | $936 |
| JAMES HARDIE INDS PLC ORD SHS | Stock | G4253H101 | — | 37 shares | $936 |
| SALLY BEAUTY HLDGS INC COM | Stock | 79546E104 | — | 57 shares | $936 |
| GRAY MEDIA INC COM | Stock | 389375106 | — | 208 shares | $936 |
| SMITHFIELD FOODS INC COM | Stock | 832248207 | — | 50 shares | $936 |
| ACNB CORP COM | Stock | 000868109 | — | 15 shares | $935 |
| AMRIZE LTD SHS | Stock | H2927K103 | — | 25 shares | $935 |
| QXO INC COM NEW | Stock | 82846H405 | — | 80 shares | $935 |
| TIMKEN CO COM | Stock | 887389104 | — | 8 shares | $934 |
| VALVOLINE INC COM | Stock | 92047W101 | — | 31 shares | $934 |
| INGLES MKTS INC CL A | Stock | 457030104 | — | 11 shares | $933 |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | Stock | 741623102 | — | 49 shares | $933 |
| CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW | ADR | 16965P202 | — | 13 shares | $933 |
| NMI HLDGS INC COM | Stock | 629209305 | — | 25 shares | $933 |
| VERRA MOBILITY CORP CL A COM STK | Stock | 92511U102 | — | 301 shares | $933 |
| F&G ANNUITIES & LIFE INC COMMON STOCK | Stock | 30190A104 | — | 43 shares | $932 |
| QUAD / GRAPHICS INC COM CL A | Stock | 747301109 | — | 101 shares | $932 |
| TELIX PHARMACEUTICAL LTD SPONSORED ADS | ADR | 87961M105 | — | 85 shares | $932 |
| CNB FINL CORP PA COM | Stock | 126128107 | — | 28 shares | $932 |
| MOSAIC CO COM | Stock | 61945C103 | — | 43 shares | $931 |
| REGAL REXNORD CORPORATION COM | Stock | 758750103 | — | 6 shares | $931 |
| METALLUS INC COM | Stock | 887399103 | — | 49 shares | $931 |
| STAG INDUSTRIAL INC COM | REIT | 85254J102 | — | 26 shares | $931 |
| CONCRETE PUMPING HLDGS INC COM | Stock | 206704108 | — | 96 shares | $930 |
| HOPE BANCORP INC COM | Stock | 43940T109 | — | 70 shares | $930 |
| ULTRAPAR PARTICIPACOES SA SP ADR REP COM | ADR | 90400P101 | — | 127 shares | $930 |
| ALASKA AIR GROUP INC COM | Stock | 011659109 | — | 24 shares | $929 |
| SURGERY PARTNERS INC COM | Stock | 86881A100 | — | 67 shares | $929 |
| BAR HBR BANKSHARES COM | Stock | 066849100 | — | 24 shares | $929 |
| TITAN INTL INC ILL COM | Stock | 88830M102 | — | 137 shares | $929 |
| CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | Stock | 20603L102 | — | 27 shares | $929 |
| DIGITALBRIDGE GROUP INC CL A NEW | Stock | 25401T603 | — | 58 shares | $928 |
| KEYCORP COM | Stock | 493267108 | — | 46 shares | $927 |
| RIOT PLATFORMS INC COM | Stock | 767292105 | — | 46 shares | $927 |
| GRANITE CONSTR INC COM | Stock | 387328107 | — | 8 shares | $927 |
| FIREFLY AEROSPACE INC COM | Stock | 31816X106 | — | 40 shares | $926 |
| EXTRA SPACE STORAGE INC COM | REIT | 30225T102 | — | 7 shares | $925 |
| FULTON FINL CORP PA COM | Stock | 360271100 | — | 41 shares | $925 |
| OVINTIV INC COM | Stock | 69047Q102 | — | 16 shares | $925 |
| FULTON FINL CORP PA COM | Stock | 360271100 | — | 41 shares | $925 |
| PARK-OHIO HLDGS CORP COM | Stock | 700666100 | — | 20 shares | $924 |
| JBG SMITH PPTYS COM | REIT | 46590V100 | — | 92 shares | $924 |
| EVERQUOTE INC COM CL A | Stock | 30041R108 | — | 46 shares | $923 |
| ALLEGION PLC ORD SHS | Stock | G0176J109 | — | 6 shares | $923 |
| FLEX LNG LTD SHS | Stock | G35947202 | — | 30 shares | $923 |
| C3 AI INC CL A | Stock | 12468P104 | — | 84 shares | $923 |
| AXSOME THERAPEUTICS INC. COM | Stock | 05464T104 | — | 5 shares | $922 |
| POWELL INDS INC COM | Stock | 739128106 | — | 5 shares | $922 |
| CF INDUSTRIES HOLD COM | Stock | 125269100 | — | 8 shares | $922 |
| ADEIA INC COM | Stock | 00676P107 | — | 36 shares | $922 |
| POWELL INDS INC COM | Stock | 739128106 | — | 5 shares | $922 |
| MARRIOTT VACATIONS WORLDWIDE C COM | Stock | 57164Y107 | — | 9 shares | $921 |
| CODEXIS INC COM | Stock | 192005106 | — | 662 shares | $920 |
| ENPRO INC COM | Stock | 29355X107 | — | 3 shares | $920 |
| CLARIVATE PLC ORD SHS | Stock | G21810109 | — | 551 shares | $920 |
| INGEVITY CORP COM | Stock | 45688C107 | — | 13 shares | $920 |
| LCI INDS COM | Stock | 50189K103 | — | 11 shares | $920 |
| STRATEGY INC CL A NEW | Stock | 594972408 | — | 6 shares | $919 |
| STARZ ENTERTAINMENT CORP. COM | Stock | 855919106 | — | 39 shares | $919 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 29 shares | $919 |
| POWER SOLUTIONS INTL INC COM NEW | Stock | 73933G202 | — | 20 shares | $919 |
| NATIONAL HEALTH INVS INC COM | REIT | 63633D104 | — | 14 shares | $919 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 29 shares | $919 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 41 shares | $918 |
| KT CORP SPONSORED ADR | ADR | 48268K101 | — | 48 shares | $918 |
| KYVERNA THERAPEUTICS INC COM | Stock | 501976104 | — | 135 shares | $918 |
| MIRION TECHNOLOGIES INC COM CL A | Stock | 60471A101 | — | 65 shares | $918 |
| ACADIAN ASSET MANAGEMENT INC COM | Stock | 10948W103 | — | 10 shares | $917 |
| PACKAGING CORP AMER COM | Stock | 695156109 | — | 4 shares | $917 |
| TRANSUNION COM | Stock | 89400J107 | — | 15 shares | $917 |
| URBAN OUTFITTERS INC COM | Stock | 917047102 | — | 12 shares | $917 |
| NATIONAL ENERGY SERVICES REUNI SHS | Stock | G6375R107 | — | 36 shares | $917 |
| BLACKBAUD INC COM | Stock | 09227Q100 | — | 22 shares | $916 |
| CULLEN FROST BANKERS INC COM | Stock | 229899109 | — | 6 shares | $916 |
| INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | REIT | 456237106 | — | 129 shares | $916 |
| PORCH GROUP INC COM | Stock | 733245104 | — | 55 shares | $916 |
| ARROWHEAD PHARMACEUTICALS INC COM | Stock | 04280A100 | — | 14 shares | $916 |
| STRATA CRITICAL MEDICAL INC CL A COM | Stock | 092667104 | — | 179 shares | $915 |
| INDEPENDENCE RLTY TR INC COM | REIT | 45378A106 | — | 63 shares | $915 |
| CHIMERA INVT CORP COM SHS | REIT | 16934Q802 | — | 96 shares | $915 |
| MAASE INC. SHS NEW CL A | Stock | G4453R115 | — | 56 shares | $915 |
| ABM INDS INC COM | Stock | 000957100 | — | 19 shares | $914 |
| APA CORPORATION COM | Stock | 03743Q108 | — | 22 shares | $914 |