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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) |
|---|---|---|---|---|---|
| STURM RUGER & CO INC COM | Stock | 864159108 | — | 18 shares | $765 |
| KEROS THERAPEUTICS INC COM | Stock | 492327101 | — | 67 shares | $764 |
| FIRST INTERNET BANCORP COM | Stock | 320557101 | — | 29 shares | $764 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 1 shares | $763 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 499049104 | — | 12 shares | $763 |
| CALIFORNIA RES CORP COM STOCK | Stock | 13057Q305 | — | 15 shares | $762 |
| CENTERSPACE COM | REIT | 15202L107 | — | 14 shares | $762 |
| LIBERTY MEDIA CORP DEL COM SER A | Stock | 531229771 | — | 9 shares | $762 |
| NIO INC SPON ADS | ADR | 62914V106 | — | 222 shares | $761 |
| RALLIANT CORP COM | Stock | 750940108 | — | 11 shares | $761 |
| DRAFTKINGS INC NEW COM CL A | Stock | 26142V105 | — | 40 shares | $760 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 | — | 8 shares | $760 |
| USA RARE EARTH INC COM | Stock | 91733P107 | — | 54 shares | $760 |
| ALTA EQUIPMENT GROUP INC COMMON STOCK | Stock | 02128L106 | — | 125 shares | $760 |
| ROCKET COS INC COM CL A | Stock | 77311W101 | — | 66 shares | $760 |
| MORNINGSTAR INC COM | Stock | 617700109 | — | 4 shares | $760 |
| PORTLAND GEN ELEC CO COM NEW | Stock | 736508847 | — | 17 shares | $759 |
| COASTAL FINL CORP WA COM NEW | Stock | 19046P209 | — | 19 shares | $759 |
| BOK FINL CORP COM NEW | Stock | 05561Q201 | — | 6 shares | $758 |
| BANK OF HI CORP COM | Stock | 062540109 | — | 11 shares | $758 |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | REIT | 313745101 | — | 7 shares | $758 |
| MOSAIC CO COM | Stock | 61945C103 | — | 35 shares | $758 |
| REGENERON PHARMACEUTICALS COM | Stock | 75886F107 | — | 1 shares | $758 |
| F N B CORP COM | Stock | 302520101 | — | 44 shares | $757 |
| MP MATERIALS CORP COM CL A | Stock | 553368101 | — | 16 shares | $757 |
| SCHEIN HENRY INC COM | Stock | 806407102 | — | 9 shares | $756 |
| MVB FINL CORP COM | Stock | 553810102 | — | 26 shares | $756 |
| WSFS FINL CORP COM | Stock | 929328102 | — | 10 shares | $756 |
| KLARNA GROUP PLC SHS | Stock | G5279N105 | — | 61 shares | $756 |
| BIO RAD LABS INC CL A | Stock | 090572207 | — | 2 shares | $755 |
| NORTHEAST CMNTY BANCORP INC COM | Stock | 664121100 | — | 29 shares | $755 |
| COMPASS INC CL A | Stock | 20464U100 | — | 85 shares | $755 |
| CARLYLE GROUP INC COM | Stock | 14316J108 | — | 19 shares | $754 |
| NATIONAL BANKSHARES INC VA COM | Stock | 634865109 | — | 18 shares | $754 |
| ALKAMI TECHNOLOGY INC COM | Stock | 01644J108 | — | 55 shares | $753 |
| ESSENT GROUP LTD COM | Stock | G3198U102 | — | 13 shares | $753 |
| FIRST CMNTY BANKSHARES INC VA COM | Stock | 31983A103 | — | 16 shares | $752 |
| FOX CORP CL A COM | Stock | 35137L105 | — | 12 shares | $752 |
| INGERSOLL RAND INC COM | Stock | 45687V106 | — | 10 shares | $751 |
| BOSTON OMAHA CORP CL A COM STK | Stock | 101044105 | — | 58 shares | $750 |
| EAGLE BANCORPORATION INC COM | Stock | 268948106 | — | 27 shares | $750 |
| KRAFT HEINZ CO COM | Stock | 500754106 | — | 33 shares | $750 |
| HERC HLDGS INC COM | Stock | 42704L104 | — | 6 shares | $749 |
| BUNGE GLOBAL SA COM SHS | Stock | H11356104 | — | 7 shares | $749 |
| MODINE MFG CO COM | Stock | 607828100 | — | 4 shares | $749 |
| FRESHPET INC COM | Stock | 358039105 | — | 13 shares | $748 |
| MOELIS & CO CL A | Stock | 60786M105 | — | 13 shares | $748 |
| HAVERTY FURNITURE COS INC COM | Stock | 419596101 | — | 27 shares | $747 |
| ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 989207105 | — | 2 shares | $747 |
| AVIS BUDGET GROUP INC COM | Stock | 053774105 | — | 7 shares | $747 |
| BLACKSKY TECHNOLOGY INC CL A NEW | Stock | 09263B207 | — | 35 shares | $746 |
| FENNEC PHARMACEUTICALS INC COM | Stock | 31447P100 | — | 70 shares | $746 |
| SASOL LTD SPONSORED ADR | ADR | 803866300 | — | 54 shares | $746 |
| PURSUIT ATTRACTIONS AND HOSPIT COM | Stock | 92552R406 | — | 15 shares | $746 |
| TELEPHONE & DATA SYS INC COM NEW | Stock | 879433829 | — | 22 shares | $746 |
| GARTNER INC COM | Stock | 366651107 | — | 4 shares | $746 |
| TECNOGLASS HOLDINGS INC COM SHS | Stock | 87877F103 | — | 21 shares | $746 |
| AAON INC COM PAR $0.004 | Stock | 000360206 | — | 9 shares | $745 |
| ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | ETF | 003263100 | — | 4 shares | $745 |
| PRIMORIS SVCS CORP COM | Stock | 74164F103 | — | 10 shares | $745 |
| SOMNIGROUP INTERNATIONAL INC COM | Stock | 88023U101 | — | 12 shares | $745 |
| BIGBEAR AI HLDGS INC COM | Stock | 08975B109 | — | 281 shares | $745 |
| TEXAS CAP BANCSHARES INC COM | Stock | 88224Q107 | — | 8 shares | $744 |
| VITA COCO CO INC COM | Stock | 92846Q107 | — | 13 shares | $744 |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | REIT | 09257W100 | — | 65 shares | $744 |
| TRUMP MEDIA & TECHNOLOGY GROUP COM | Stock | 25400Q105 | — | 82 shares | $743 |
| SHUTTERSTOCK INC COM | Stock | 825690100 | — | 176 shares | $743 |
| MID PENN BANCORP INC COM | Stock | 59540G107 | — | 21 shares | $743 |
| LUXFER HLDGS PLC SHS | Stock | G5698W116 | — | 43 shares | $743 |
| GLOBAL NET LEASE INC COM NEW | REIT | 379378201 | — | 90 shares | $743 |
| ONESPAWORLD HOLDINGS LIMITED COM | Stock | P73684113 | — | 33 shares | $742 |
| NORTHEAST BK PORTLAND ME COM | Stock | 66405S100 | — | 6 shares | $742 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 681936100 | — | 16 shares | $741 |
| ARS PHARMACEUTICALS INC COM | Stock | 82835W108 | — | 172 shares | $741 |
| TREX INC COM | Stock | 89531P105 | — | 17 shares | $741 |
| TREX INC COM | Stock | 89531P105 | — | 17 shares | $741 |
| SIMPLY GOOD FOODS CO COM | Stock | 82900L102 | — | 78 shares | $740 |
| TERAWULF INC COM | Stock | 88080T104 | — | 50 shares | $740 |
| UPSTREAM BIO INC COM | Stock | 91678A107 | — | 140 shares | $738 |
| MACERICH CO COM | REIT | 554382101 | — | 33 shares | $738 |
| CROWN HLDGS INC COM | Stock | 228368106 | — | 7 shares | $738 |
| ALMONTY INDS INC COM NEW | Stock | 020398707 | — | 56 shares | $737 |
| BANNER CORP COM NEW | Stock | 06652V208 | — | 11 shares | $737 |
| GREENE CNTY BANCORP INC COM | Stock | 394357107 | — | 22 shares | $737 |
| TTM TECHNOLOGIES INC COM | Stock | 87305R109 | — | 6 shares | $737 |
| QUALCOMM INC COM | Stock | 747525103 | — | 4 shares | $736 |
| GRAFTECH INTL LTD SR NT COM NEW | Stock | 384313607 | — | 89 shares | $736 |
| HOWARD HUGHES HOLDINGS INC COM | Stock | 44267T102 | — | 10 shares | $736 |
| PEGASYSTEMS INC COM | Stock | 705573103 | — | 22 shares | $734 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 2 shares | $734 |
| IRONWOOD PHARMACEUTICALS INC COM CL A | Stock | 46333X108 | — | 185 shares | $734 |
| REPUBLIC BANCORP INC KY CL A | Stock | 760281204 | — | 8 shares | $734 |
| BROOKFIELD CORP CL A LTD VT SH | Stock | 11271J107 | — | 20 shares | $733 |
| CALUMET INC COM | Stock | 131428104 | — | 14 shares | $733 |
| SOLAREDGE TECHNOLOGIES INC COM | Stock | 83417M104 | — | 23 shares | $733 |
| SPROUT SOCIAL INC COM CL A | Stock | 85209W109 | — | 75 shares | $733 |
| SSR MINING IN COM | Stock | 784730103 | — | 22 shares | $733 |
| PERFORMANCE FOOD GROUP CO COM | Stock | 71377A103 | — | 8 shares | $732 |
| G III APPAREL GROUP LTD COM | Stock | 36237H101 | — | 27 shares | $732 |
| ARCOSA INC COM | Stock | 039653100 | — | 5 shares | $731 |