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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) |
|---|---|---|---|---|---|
| HORMEL FOODS CORP COM | Stock | 440452100 | — | 25 shares | $499 |
| TOWNEBANK PORTSMOUTH VA COM | Stock | 89214P109 | — | 14 shares | $499 |
| Q2 HLDGS INC COM | Stock | 74736L109 | — | 9 shares | $499 |
| TOWNEBANK PORTSMOUTH VA COM | Stock | 89214P109 | — | 14 shares | $499 |
| LATAM AIRLINES GROUP SA SPONSORED ADR | ADR | 51817R205 | — | 10 shares | $499 |
| CORBUS PHARMACEUTICALS HLDGS COM NEW | Stock | 21833P301 | — | 73 shares | $498 |
| DONEGAL GROUP INC CL A | Stock | 257701201 | — | 28 shares | $498 |
| EIKON THERAPEUTICS INC COM | Stock | 282564103 | — | 62 shares | $498 |
| ZIM INTEGRATED SHIPPING SERV SHS | Stock | M9T951109 | — | 17 shares | $498 |
| COASTALSOUTH BANCSHARES INC COM NEW | Stock | 19058X207 | — | 19 shares | $498 |
| ZIM INTEGRATED SHIPPING SERV SHS | Stock | M9T951109 | — | 17 shares | $498 |
| PATHWARD FINANCIAL INC COM | Stock | 59100U108 | — | 7 shares | $498 |
| ANAVEX LIFE SCIENCES CORP COM NEW | Stock | 032797300 | — | 246 shares | $497 |
| GLOBALSTAR INC COM NEW | Stock | 378973507 | — | 6 shares | $497 |
| OCTAVE SPECIALTY GROUP INC COM NEW | Stock | 023139884 | — | 120 shares | $497 |
| REGENXBIO INC COM | Stock | 75901B107 | — | 66 shares | $497 |
| GERON CORP COM | Stock | 374163103 | — | 403 shares | $496 |
| CARMAX INC COM | Stock | 143130102 | — | 9 shares | $496 |
| NATIONAL BEVERAGE CORP COM | Stock | 635017106 | — | 17 shares | $496 |
| OCEANAGOLD CORP COM NEW | Stock | 675222400 | — | 18 shares | $496 |
| VERTEX INC CL A | Stock | 92538J106 | — | 42 shares | $495 |
| DIVERSIFIED HEALTHCARE TR COM SH BEN INT | REIT | 25525P107 | — | 63 shares | $495 |
| ONESPAWORLD HOLDINGS LIMITED COM | Stock | P73684113 | — | 22 shares | $495 |
| BALCHEM CORP COM | Stock | 057665200 | — | 3 shares | $495 |
| ABIVAX SA SPONSORED ADS | ADR | 00370M103 | — | 5 shares | $495 |
| BADGER METER INC COM | Stock | 056525108 | — | 4 shares | $494 |
| BLACKROCK ENHANCED GLOBAL COM | CEF | 092501105 | — | 42 shares | $494 |
| ECOPETROL S A SPONSORED ADS | ADR | 279158109 | — | 30 shares | $494 |
| GAMING & LEISURE P COM | REIT | 36467J108 | — | 13 shares | $494 |
| GENCOR INDS INC COM | Stock | 368678108 | — | 29 shares | $494 |
| RENTOKIL INITIAL PLC SPONSORED ADR | ADR | 760125104 | — | 25 shares | $494 |
| TRIPADVISOR INC COM | Stock | 896945201 | — | 59 shares | $494 |
| MIRION TECHNOLOGIES INC COM CL A | Stock | 60471A101 | — | 35 shares | $494 |
| GAMING & LEISURE P COM | REIT | 36467J108 | — | 13 shares | $494 |
| AMER STATES WTR CO COM | Stock | 029899101 | — | 6 shares | $494 |
| ALNYLAM PHARMACEUTICALS INC COM | Stock | 02043Q107 | — | 2 shares | $493 |
| ALNYLAM PHARMACEUTICALS INC COM | Stock | 02043Q107 | — | 2 shares | $493 |
| AMERICAN BATTERY TECHNOLOGY COM NEW | Stock | 02451V309 | — | 223 shares | $493 |
| FIRST CAP INC COM | Stock | 31942S104 | — | 8 shares | $493 |
| FUELCELL ENERGY INC COM NEW | Stock | 35952H700 | — | 30 shares | $493 |
| NELNET INC CL A | Stock | 64031N108 | — | 4 shares | $493 |
| ORGANON & CO COMMON STOCK | Stock | 68622V106 | — | 36 shares | $493 |
| PARK HOTELS & RESORTS INC COM | REIT | 700517105 | — | 32 shares | $493 |
| VIASAT INC COM | Stock | 92552V100 | — | 7 shares | $493 |
| GLAUKOS CORP COM | Stock | 377322102 | — | 3 shares | $493 |
| UNITED NAT FOODS INC COM | Stock | 911163103 | — | 11 shares | $493 |
| NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | Stock | G63755105 | — | 29 shares | $493 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 1 shares | $492 |
| BRAND ENGAGEMENT NETWORK INC COM | Stock | 104932207 | — | 81 shares | $492 |
| KINGSTONE COS INC COM | Stock | 496719105 | — | 28 shares | $492 |
| PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R627 | — | 10 shares | $492 |
| REINSURANCE GROUP AMER INC COM NEW | Stock | 759351604 | — | 2 shares | $492 |
| BIONTECH SE SPONSORED ADS | ADR | 09075V102 | — | 5 shares | $492 |
| FRESENIUS MEDICAL CARE AG SPONSORED ADR | ADR | 358029106 | — | 22 shares | $492 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 1 shares | $492 |
| NEXTCURE INC COM NEW | Stock | 65343E207 | — | 98 shares | $491 |
| URBAN EDGE PPTYS COM | REIT | 91704F104 | — | 25 shares | $491 |
| BANK7 CORP COM | Stock | 06652N107 | — | 9 shares | $491 |
| REMITLY GLOBAL INC COM | Stock | 75960P104 | — | 23 shares | $491 |
| PONY AI INC SPONSORED ADS | ADR | 732908108 | — | 75 shares | $491 |
| SYLVAMO CORP COMMON STOCK | Stock | 871332102 | — | 15 shares | $490 |
| PAYMENTUS HOLDINGS INC COM CL A | Stock | 70439P108 | — | 16 shares | $490 |
| JOBY AVIATION INC COMMON STOCK | Stock | G65163100 | — | 81 shares | $490 |
| WISE GROUP PLC ORD SHS CLASS A | Stock | G9723Y105 | — | 43 shares | $490 |
| GRAPHIC PACKAGING HLDG CO COM | Stock | 388689101 | — | 54 shares | $489 |
| NICOLET BANKSHARES INC COM | Stock | 65406E102 | — | 3 shares | $489 |
| SOUTHWEST GAS HLDGS INC COM | Stock | 844895102 | — | 6 shares | $489 |
| NICOLET BANKSHARES INC COM | Stock | 65406E102 | — | 3 shares | $489 |
| FORESTAR GROUP INC COM | Stock | 346232101 | — | 19 shares | $489 |
| BEL FUSE INC CL B | Stock | 077347300 | — | 2 shares | $488 |
| FERMI INC COM | Stock | 314911108 | — | 116 shares | $488 |
| GEO GROUP INC COM | Stock | 36162J106 | — | 16 shares | $488 |
| VNET GROUP INC SPONSORED ADS A | ADR | 90138A103 | — | 88 shares | $488 |
| ZILLOW GROUP INC CL C CAP STK | Stock | 98954M200 | — | 18 shares | $488 |
| MAREX GROUP LTD ORD | Stock | G5S37H101 | — | 7 shares | $488 |
| ARCHER AVIATION INC COM CL A | Stock | 03945R102 | — | 98 shares | $487 |
| CECO ENVIRONMENTAL CORP COM | Stock | 125141101 | — | 7 shares | $487 |
| EDGEWELL PERSONAL CARE CO COM | Stock | 28035Q102 | — | 18 shares | $486 |
| INSPIRE MED SYS INC COM | Stock | 457730109 | — | 7 shares | $486 |
| RLX TECHNOLOGY INC SPONSORED ADS | ADR | 74969N103 | — | 286 shares | $486 |
| WISDOMTREE INC COM | Stock | 97717P104 | — | 20 shares | $486 |
| ARMSTRONG WORLD INDS INC NEW COM | Stock | 04247X102 | — | 3 shares | $486 |
| WEST FRASER TIMBER CO LTD COM | Stock | 952845105 | — | 7 shares | $486 |
| BTCS INC COM NEW | Stock | 05581M404 | — | 330 shares | $485 |
| SKYWEST INC COM | Stock | 830879102 | — | 5 shares | $485 |
| AFFIRM HLDGS INC COM CL A | Stock | 00827B106 | — | 7 shares | $485 |
| WEIBO CORP SPONSORED ADR | ADR | 948596101 | — | 75 shares | $485 |
| JBS N.V. CL A SHS | ADR | N4732M103 | — | 43 shares | $485 |
| ARRIVENT BIOPHARMA INC COM | Stock | 04272N102 | — | 16 shares | $484 |
| DIODES INC COM | Stock | 254543101 | — | 5 shares | $484 |
| AVIENT CORPORATION COM | Stock | 05368V106 | — | 12 shares | $483 |
| FREECAST INC COM SHS CL A | Stock | 35632L303 | — | 424 shares | $483 |
| PENN ENTERTAINMENT INC COM | Stock | 707569109 | — | 33 shares | $483 |
| INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | REIT | 456237106 | — | 68 shares | $483 |
| CASELLA WASTE SYS INC CL A | Stock | 147448104 | — | 6 shares | $482 |
| CENTURY COMMUNITIES INC COM | Stock | 156504300 | — | 8 shares | $482 |
| RIGEL PHARMACEUTICALS INC COM | Stock | 766559702 | — | 10 shares | $482 |
| VOX ROYALTY CORP COM | Stock | 92919F103 | — | 96 shares | $482 |
| ONITY GROUP INC COM NEW | Stock | 675746606 | — | 17 shares | $482 |
| STRATASYS LTD SHS | Stock | M85548101 | — | 58 shares | $482 |