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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) |
|---|---|---|---|---|---|
| ROKU INC COM CL A | Stock | 77543R102 | — | 6 shares | $914 |
| TRIMBLE INC COM | Stock | 896239100 | — | 16 shares | $914 |
| XYLEM INC COM | Stock | 98419M100 | — | 9 shares | $914 |
| WEYERHAEUSER CO COM NEW | REIT | 962166104 | — | 48 shares | $914 |
| DEFINIUM THERAPEUTICS INC COM SHS | Stock | 24477V105 | — | 24 shares | $913 |
| NATHANS FAMOUS INC COM | Stock | 632347100 | — | 9 shares | $913 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 3 shares | $912 |
| ATMUS FILTRATION TECHNOLOGIES COM | Stock | 04956D107 | — | 21 shares | $912 |
| QXO INC COM NEW | Stock | 82846H405 | — | 78 shares | $912 |
| AVISTA CORP COM | Stock | 05379B107 | — | 26 shares | $912 |
| RYDER SYS INC COM | Stock | 783549108 | — | 4 shares | $911 |
| WARNER MUSIC GROUP CORP COM CL A | Stock | 934550203 | — | 33 shares | $911 |
| ASCENDIS PHARMA A/S ORD SHS | Stock | K08588103 | — | 4 shares | $911 |
| PROCEPT BIOROBOTICS CORP COM | Stock | 74276L105 | — | 50 shares | $911 |
| ARAMARK COM | Stock | 03852U106 | — | 17 shares | $910 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 1 shares | $910 |
| AAON INC COM PAR $0.004 | Stock | 000360206 | — | 11 shares | $910 |
| EMERA INC COM | Stock | 290876101 | — | 19 shares | $909 |
| ARROW ELECTRS INC COM | Stock | 042735100 | — | 4 shares | $908 |
| WATSCO INC COM | Stock | 942622200 | — | 3 shares | $908 |
| PAGSEGURO DIGITAL LTD COM CL A | Stock | G68707101 | — | 102 shares | $908 |
| BIOCRYST PHARMACEUTICALS INC COM | Stock | 09058V103 | — | 109 shares | $908 |
| HUBBELL INC COM | Stock | 443510607 | — | 2 shares | $907 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 1 shares | $905 |
| LIVE OAK BANCSHARES INC COM | Stock | 53803X105 | — | 25 shares | $905 |
| SAFE BULKERS INC COM | Stock | Y7388L103 | — | 106 shares | $905 |
| ACUMEN PHARMACEUTICALS INC COM | Stock | 00509G209 | — | 407 shares | $904 |
| 10X GENOMICS INC CL A COM | Stock | 88025U109 | — | 10 shares | $904 |
| CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | — | 8 shares | $904 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 89 shares | $903 |
| SITEONE LANDSCAPE SUPPLY INC COM | Stock | 82982L103 | — | 10 shares | $903 |
| TERAWULF INC COM | Stock | 88080T104 | — | 61 shares | $903 |
| CRESCENT ENERGY COMPANY CL A COM | Stock | 44952J104 | — | 70 shares | $902 |
| YETI HLDGS INC COM | Stock | 98585X104 | — | 22 shares | $902 |
| KRISPY KREME INC COM | Stock | 50101L106 | — | 314 shares | $901 |
| WINMARK CORP COM | Stock | 974250102 | — | 3 shares | $901 |
| ADT INC DEL COM | Stock | 00090Q103 | — | 148 shares | $900 |
| UNITY SOFTWARE INC COM | Stock | 91332U101 | — | 22 shares | $900 |
| EQUINOX GOLD CORP COM | Stock | 29446Y502 | — | 81 shares | $900 |
| LTC PPTYS INC COM | REIT | 502175102 | — | 21 shares | $900 |
| FEDEX CORP COM | Stock | 31428X106 | — | 3 shares | $899 |
| MP MATERIALS CORP COM CL A | Stock | 553368101 | — | 19 shares | $899 |
| DXC TECHNOLOGY CO COM | Stock | 23355L106 | — | 83 shares | $899 |
| ARDELYX INC COM | Stock | 039697107 | — | 263 shares | $899 |
| OIL STS INTL INC COM | Stock | 678026105 | — | 113 shares | $898 |
| CNA FINL CORP COM | Stock | 126117100 | — | 20 shares | $898 |
| FIRST HORIZON CORPORATION COM | Stock | 320517105 | — | 39 shares | $898 |
| CDW CORP COM | Stock | 12514G108 | — | 7 shares | $897 |
| PENNANT GROUP INC COM | Stock | 70805E109 | — | 23 shares | $897 |
| ATLASSIAN CORPORATION CL A | Stock | 049468101 | — | 5 shares | $896 |
| HUNT J B TRANS SVCS INC COM | Stock | 445658107 | — | 4 shares | $896 |
| LANTHEUS HLDGS INC COM | Stock | 516544103 | — | 9 shares | $896 |
| NLIGHT INC COM | Stock | 65487K100 | — | 23 shares | $896 |
| SOUTHSTATE BK CORP COM | Stock | 84472E102 | — | 9 shares | $896 |
| CORVEL CORP COM | Stock | 221006109 | — | 12 shares | $895 |
| ECHOSTAR CORP CL A | Stock | 278768106 | — | 10 shares | $894 |
| PURE CYCLE CORP COM NEW | Stock | 746228303 | — | 81 shares | $894 |
| CENTRAL GARDEN & PET CO COM | Stock | 153527106 | — | 23 shares | $894 |
| TURTLE BEACH CORP COM NEW | Stock | 900450206 | — | 70 shares | $894 |
| RADWARE LTD ORD | Stock | M81873107 | — | 30 shares | $894 |
| SUNRUN INC COM | Stock | 86771W105 | — | 115 shares | $894 |
| APPLIED OPTOELECTRONICS INC COM | Stock | 03823U102 | — | 9 shares | $893 |
| PROPETRO HLDG CORP COM | Stock | 74347M108 | — | 101 shares | $893 |
| CALIX INC COM | Stock | 13100M509 | — | 26 shares | $893 |
| INTELLIA THERAPEUTICS INC COM | Stock | 45826J105 | — | 74 shares | $892 |
| SEMTECH CORP COM | Stock | 816850101 | — | 5 shares | $892 |
| SLIDE INS HLDGS INC COM | Stock | 831349105 | — | 40 shares | $892 |
| TRISALUS LIFE SCIENCES INC COM | Stock | 89680M101 | — | 207 shares | $892 |
| BROWN FORMAN CORP CL B | Stock | 115637209 | — | 34 shares | $891 |
| RIDENOW GROUP INC COM CL B | Stock | 781386305 | — | 162 shares | $891 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 | — | 13 shares | $891 |
| SKY HARBOUR GROUP CORPORATION COM CL A | Stock | 83085C107 | — | 94 shares | $890 |
| UFP TECHNOLOGIES INC COM | Stock | 902673102 | — | 3 shares | $890 |
| ROBLOX CORP CL A | Stock | 771049103 | — | 21 shares | $890 |
| ADTRAN HOLDINGS INC COM | Stock | 00486H105 | — | 130 shares | $889 |
| PVH CORPORATION COM | Stock | 693656100 | — | 12 shares | $889 |
| CHEMUNG FINL CORP COM | Stock | 164024101 | — | 11 shares | $889 |
| ACACIA RESH CORP ACACIA TCH COM | Stock | 003881307 | — | 206 shares | $888 |
| CEREBRAS SYSTEMS INC COM CL A | Stock | 15675D103 | — | 5 shares | $888 |
| INTERPARFUMS INC COM | Stock | 458334109 | — | 8 shares | $888 |
| INTERPARFUMS INC COM | Stock | 458334109 | — | 8 shares | $888 |
| ON HLDG AG NAMEN AKT A | Stock | H5919C104 | — | 30 shares | $888 |
| NUVECTIS PHARMA INC COM | Stock | 67080T108 | — | 42 shares | $887 |
| PEPSICO INC COM | Stock | 713448108 | — | 7 shares | $887 |
| STONECO LTD COM CL A | Stock | G85158106 | — | 95 shares | $887 |
| PAYCHEX INC COM | Stock | 704326107 | — | 9 shares | $887 |
| CIPHER DIGITAL INC COM | Stock | 17253J106 | — | 56 shares | $886 |
| SILICON LABORATORIES INC COM | Stock | 826919102 | — | 4 shares | $886 |
| PRIVIA HEALTH GROUP INC COM | Stock | 74276R102 | — | 45 shares | $886 |
| HORIZON BANCORP IND COM | Stock | 440407104 | — | 47 shares | $885 |
| CHARLES RIV LABS INTL INC COM | Stock | 159864107 | — | 3 shares | $885 |
| INTEGER HLDGS CORP COM | Stock | 45826H109 | — | 7 shares | $884 |
| ASHLAND INC COM | Stock | 044186104 | — | 13 shares | $883 |
| ENBRIDGE INC COM | Stock | 29250N105 | — | 19 shares | $883 |
| XPEL INC COM | Stock | 98379L100 | — | 20 shares | $883 |
| SAFEHOLD INC COM | REIT | 78646V107 | — | 75 shares | $883 |
| HOWARD HUGHES HOLDINGS INC COM | Stock | 44267T102 | — | 12 shares | $883 |
| FMC CORP COM NEW | Stock | 302491303 | — | 99 shares | $883 |
| ALL IN FUTURETECH ALLIANCE INC COM | Stock | 019170208 | — | 210 shares | $882 |
| FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF | ETF | 33739Q507 | — | 18 shares | $882 |