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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) |
|---|---|---|---|---|---|
| VALVOLINE INC COM | Stock | 92047W101 | — | 16 shares | $482 |
| CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | Stock | 20603L102 | — | 14 shares | $482 |
| KENON HLDGS LTD SHS | Stock | Y46717107 | — | 8 shares | $482 |
| URANIUM ENERGY CORP COM | Stock | 916896103 | — | 51 shares | $482 |
| GROUP 1 AUTOMOTIVE INC COM | Stock | 398905109 | — | 2 shares | $481 |
| TANGER INC COM | REIT | 875465106 | — | 14 shares | $481 |
| BLOOMIN BRANDS INC COM | Stock | 094235108 | — | 62 shares | $481 |
| MADISON SQUARE GARDEN ENTMT COM CL A | Stock | 558256103 | — | 6 shares | $481 |
| JAMES HARDIE INDS PLC ORD SHS | Stock | G4253H101 | — | 19 shares | $481 |
| LULULEMON ATHLETICA INC COM | Stock | 550021109 | — | 5 shares | $481 |
| EXLSERVICE HLDGS INC COM | Stock | 302081104 | — | 14 shares | $481 |
| ADOBE INC COM | Stock | 00724F101 | — | 2 shares | $480 |
| OP BANCORP COM | Stock | 67109R109 | — | 32 shares | $480 |
| SOLV ENERGY INC COM SHS CL A | Stock | 78475V103 | — | 20 shares | $480 |
| SERVISFIRST BANCSHARES INC COM | Stock | 81768T108 | — | 12 shares | $480 |
| CAE INC COM | Stock | 124765108 | — | 20 shares | $480 |
| SERVISFIRST BANCSHARES INC COM | Stock | 81768T108 | — | 12 shares | $480 |
| OCEANEERING INTL INC COM | Stock | 675232102 | — | 11 shares | $480 |
| CENTERRA GOLD INC COM | Stock | 152006102 | — | 22 shares | $479 |
| COASTAL FINL CORP WA COM NEW | Stock | 19046P209 | — | 12 shares | $479 |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | Stock | 53190C102 | — | 12 shares | $479 |
| TFI INTERNATIONAL INC COM | Stock | 87241L109 | — | 4 shares | $479 |
| VELO3D INC COM NEW | Stock | 92259N302 | — | 44 shares | $479 |
| FRANKLIN COVEY CO COM | Stock | 353469109 | — | 28 shares | $479 |
| INTERNATIONAL BANCSHARES CORP COM | Stock | 459044103 | — | 7 shares | $479 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 3 shares | $478 |
| INVESCO DB AGRICULTURE FUND | ETF | 46140H106 | — | 17 shares | $478 |
| MODULAR MED INC COM NEW | Stock | 60785L207 | — | 239 shares | $478 |
| SCHNEIDER NATIONAL INC CL B | Stock | 80689H102 | — | 15 shares | $478 |
| NRG ENERGY INC COM NEW | Stock | 629377508 | — | 5 shares | $478 |
| ORION S.A. COM | Stock | L72967109 | — | 85 shares | $478 |
| FIRST MERCHANTS CORP COM | Stock | 320817109 | — | 12 shares | $477 |
| MIDDLESEX WTR CO COM | Stock | 596680108 | — | 9 shares | $477 |
| PRIME MEDICINE INC COM | Stock | 74168J101 | — | 156 shares | $477 |
| THE BALDWIN INSURANCE GRP INC COM CL A | Stock | 05589G102 | — | 15 shares | $477 |
| COMMUNITY FINANCIAL SYSTEM INC COM | Stock | 203607106 | — | 8 shares | $476 |
| LEONARDO DRS INC COM | Stock | 52661A108 | — | 13 shares | $476 |
| MONRO INC COM | Stock | 610236101 | — | 34 shares | $476 |
| MONRO INC COM | Stock | 610236101 | — | 34 shares | $476 |
| ONDAS INC COM NEW | Stock | 68236H204 | — | 65 shares | $476 |
| GRAB HOLDINGS LIMITED CLASS A ORD | Stock | G4124C109 | — | 153 shares | $476 |
| CARTESIAN THERAPEUTICS INC COM NEW | Stock | 816212302 | — | 66 shares | $476 |
| ENACT HLDGS INC COM | Stock | 29249E109 | — | 11 shares | $476 |
| WEBTOON ENTMT INC COM | Stock | 94845U105 | — | 44 shares | $475 |
| PROCEPT BIOROBOTICS CORP COM | Stock | 74276L105 | — | 26 shares | $474 |
| BITGO HOLDINGS INC COM SHS CL A | Stock | 091947101 | — | 64 shares | $474 |
| AMERISAFE INC COM | Stock | 03071H100 | — | 20 shares | $473 |
| ENNIS INC COM | Stock | 293389102 | — | 21 shares | $473 |
| KYNDRYL HLDGS INC COMMON STOCK | Stock | 50155Q100 | — | 42 shares | $473 |
| SHOULDER INNOVATIONS INC COMMON STOCK | Stock | 82537J108 | — | 25 shares | $473 |
| SUMMIT THERAPEUTICS INC COM | Stock | 86627T108 | — | 28 shares | $473 |
| TELEKOMUNIKASI IND SPONSORED ADR | ADR | 715684106 | — | 37 shares | $472 |
| AURA MINERALS INC SHS NEW | Stock | G06973112 | — | 6 shares | $472 |
| OPPENHEIMER HLDGS INC CL A NON VTG | Stock | 683797104 | — | 4 shares | $472 |
| AURA MINERALS INC SHS NEW | Stock | G06973112 | — | 6 shares | $472 |
| BLACK ROCK COFFEE BAR INC CL A | Stock | 092244102 | — | 66 shares | $471 |
| 1ST FINL BANCORP COM | Stock | 320209109 | — | 15 shares | $470 |
| NIO INC SPON ADS | ADR | 62914V106 | — | 137 shares | $470 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 5 shares | $470 |
| HURON CONSULTING GROUP INC COM | Stock | 447462102 | — | 3 shares | $470 |
| GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | ADR | 40051E202 | — | 2 shares | $470 |
| VIKING HOLDINGS LTD ORD SHS | Stock | G93A5A101 | — | 6 shares | $470 |
| DECKERS OUTDOOR CORP COM | Stock | 243537107 | — | 6 shares | $469 |
| INSIGHT ENTERPRISES INC COM | Stock | 45765U103 | — | 3 shares | $469 |
| TEXAS ROADHOUSE INC COM | Stock | 882681109 | — | 3 shares | $469 |
| NORTHEAST CMNTY BANCORP INC COM | Stock | 664121100 | — | 18 shares | $469 |
| RGC RES INC COM | Stock | 74955L103 | — | 22 shares | $468 |
| TACTILE SYS TECHNOLOGY INC COM | Stock | 87357P100 | — | 21 shares | $468 |
| PENNANT GROUP INC COM | Stock | 70805E109 | — | 12 shares | $468 |
| IHS HOLDING LIMITED ORD SHS | Stock | G4701H109 | — | 56 shares | $468 |
| NUCOR CORP COM | Stock | 670346105 | — | 2 shares | $468 |
| CLEARWAY ENERGY INC CL C | Stock | 18539C204 | — | 16 shares | $468 |
| QXO INC COM NEW | Stock | 82846H405 | — | 40 shares | $468 |
| APARTMENT INVT & MGMT CO CL A | REIT | 03748R747 | — | 236 shares | $467 |
| EQUITY LIFESTYLE PROPERTIES COM | REIT | 29472R108 | — | 8 shares | $467 |
| PERMIAN RESOURCES CORP CLASS A COM | Stock | 71424F105 | — | 22 shares | $467 |
| UNITED STATES ANTIMONY CORP COM | Stock | 911549103 | — | 112 shares | $467 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 595017104 | — | 6 shares | $467 |
| AMERICAN BITCOIN CORP. COM CL A | Stock | 02462A203 | — | 55 shares | $466 |
| BOYD GAMING CORP COM | Stock | 103304101 | — | 7 shares | $466 |
| COSTAR GROUP INC COM | Stock | 22160N109 | — | 17 shares | $466 |
| MOBILEYE GLOBAL INC COMMON CLASS A | Stock | 60741F104 | — | 63 shares | $466 |
| TELECOM ARGENTINA SA SPON ADR REP B | ADR | 879273209 | — | 38 shares | $466 |
| QUEST DIAGNOSTICS INC COM | Stock | 74834L100 | — | 2 shares | $466 |
| ARTESIAN RES CORP CL A | Stock | 043113208 | — | 14 shares | $465 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 3 shares | $465 |
| MAYVILLE ENGR CO INC COM | Stock | 578605107 | — | 31 shares | $465 |
| SIMPLY GOOD FOODS CO COM | Stock | 82900L102 | — | 49 shares | $465 |
| NEWSMAX INC COM SHS CLASS B | Stock | 65250K105 | — | 43 shares | $465 |
| COPART INC COM | Stock | 217204106 | — | 17 shares | $464 |
| INNOVATIVE SOLUTIONS & SUPPORT COM | Stock | 45769N105 | — | 25 shares | $464 |
| OVINTIV INC COM | Stock | 69047Q102 | — | 8 shares | $464 |
| WILLSCOT HLDGS CORP COM CL A | Stock | 971378104 | — | 27 shares | $464 |
| DANA INC COM | Stock | 235825205 | — | 17 shares | $464 |
| PROG HOLDINGS INC COM NPV | Stock | 74319R101 | — | 15 shares | $464 |
| PELOTON INTERACTIVE INC CL A COM | Stock | 70614W100 | — | 93 shares | $464 |
| COPART INC COM | Stock | 217204106 | — | 17 shares | $464 |
| GRANITE CONSTR INC COM | Stock | 387328107 | — | 4 shares | $464 |
| ETON PHARMACEUTICALS INC COM | Stock | 29772L108 | — | 9 shares | $463 |
| SYMBOTIC INC CLASS A COM | Stock | 87151X101 | — | 11 shares | $463 |