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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) |
|---|---|---|---|---|---|
| JBS N.V. CL A SHS | ADR | N4732M103 | — | 41 shares | $463 |
| NORWOOD FINANCIAL CORP COM | Stock | 669549107 | — | 14 shares | $463 |
| COLONY BANKCORP INC COM | Stock | 19623P101 | — | 23 shares | $463 |
| CALERES INC COM | Stock | 129500104 | — | 38 shares | $463 |
| RUNWAY GROWTH FINANCE CORP COM | Stock | 78163D100 | — | 70 shares | $463 |
| DELCATH SYS INC COM NEW | Stock | 24661P807 | — | 29 shares | $463 |
| BETTER HOME & FINANCE HOLDING COM NEW CL A | Stock | 08774B508 | — | 42 shares | $462 |
| KYNDRYL HLDGS INC COMMON STOCK | Stock | 50155Q100 | — | 41 shares | $462 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 2 shares | $462 |
| CONMED CORP COM | Stock | 207410101 | — | 10 shares | $462 |
| MASTERBRAND INC COMMON STOCK | Stock | 57638P104 | — | 66 shares | $462 |
| ROGERS COMMUNICATIONS INC CL B | Stock | 775109200 | — | 15 shares | $462 |
| BAUSCH HEALTH COS INC COM | Stock | 071734107 | — | 79 shares | $461 |
| AMERICAN HEALTHCARE REIT INC COM SHS | REIT | 398182303 | — | 9 shares | $461 |
| TELUS CORPORATION COM | Stock | 87971M103 | — | 55 shares | $461 |
| NEOGEN CORP COM | Stock | 640491106 | — | 36 shares | $461 |
| ITURAN LOCATION AND CONTROL SHS | Stock | M6158M104 | — | 9 shares | $461 |
| IAMGOLD CORP COM | Stock | 450913108 | — | 25 shares | $460 |
| CONSTELLIUM SE CL A SHS | Stock | F21107101 | — | 19 shares | $460 |
| NORTHRIM BANCORP INC COM | Stock | 666762109 | — | 19 shares | $460 |
| TAPESTRY INC COM | Stock | 876030107 | — | 4 shares | $460 |
| ACADIAN ASSET MANAGEMENT INC COM | Stock | 10948W103 | — | 5 shares | $459 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 | — | 11 shares | $459 |
| REDWIRE CORPORATION COM | Stock | 75776W103 | — | 44 shares | $459 |
| CEVA INC COM | Stock | 157210105 | — | 13 shares | $459 |
| J & J SNACK FOODS CORP COM | Stock | 466032109 | — | 6 shares | $459 |
| HUYA INC ADS REP SHS A | ADR | 44852D108 | — | 201 shares | $458 |
| PICARD MEDICAL INC COM SHS | Stock | 71953R108 | — | 109 shares | $458 |
| QORVO INC COM | Stock | 74736K101 | — | 4 shares | $458 |
| STELLANTIS N.V SHS | Stock | N82405106 | — | 105 shares | $458 |
| WORTHINGTON STL INC COM SHS | Stock | 982104101 | — | 13 shares | $458 |
| AGCO CORP COM | Stock | 001084102 | — | 4 shares | $457 |
| APARTMENT INVT & MGMT CO CL A | REIT | 03748R747 | — | 231 shares | $457 |
| DIGI INTL INC COM | Stock | 253798102 | — | 6 shares | $457 |
| KOLIBRI GLOBAL ENERGY INC COM NEW | Stock | 50043K406 | — | 74 shares | $457 |
| ORMAT TECHNOLOGIES INC COM | Stock | 686688102 | — | 5 shares | $457 |
| VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | ADR | 92837L109 | — | 7 shares | $457 |
| PANGAEA LOGISTICS SOLUTION LTD SHS | Stock | G6891L105 | — | 57 shares | $457 |
| KBR INC COM | Stock | 48242W106 | — | 13 shares | $457 |
| BRAEMAR HOTELS & RESORTS INC COM | REIT | 10482B101 | — | 273 shares | $456 |
| DRAFTKINGS INC NEW COM CL A | Stock | 26142V105 | — | 24 shares | $456 |
| QXO INC COM NEW | Stock | 82846H405 | — | 39 shares | $456 |
| VIKING THERAPEUTICS INC COM | Stock | 92686J106 | — | 14 shares | $456 |
| AIRJOULE TECHNOLOGIES CORP CL A | Stock | 612160101 | — | 117 shares | $456 |
| SOFI TECHNOLOGIES INC COM | Stock | 83406F102 | — | 29 shares | $456 |
| GD CULTURE GROUP LTD COMMON STOCK | Stock | 19200A303 | — | 327 shares | $455 |
| DXC TECHNOLOGY CO COM | Stock | 23355L106 | — | 42 shares | $455 |
| F&G ANNUITIES & LIFE INC COMMON STOCK | Stock | 30190A104 | — | 21 shares | $455 |
| GRAND CANYON ED INC COM | Stock | 38526M106 | — | 3 shares | $455 |
| MOSAIC CO COM | Stock | 61945C103 | — | 21 shares | $455 |
| JPMORGAN BETABUILDERS EUROPE ETF | ETF | 46641Q191 | — | 6 shares | $454 |
| SANOFI SA SPONSORED ADR | ADR | 80105N105 | — | 11 shares | $454 |
| JOHN MARSHALL BANCORP INC COM | Stock | 47805L101 | — | 20 shares | $454 |
| DEFINITIVE HEALTHCARE CORP CLASS A COM | Stock | 24477E103 | — | 500 shares | $453 |
| GRAPHIC PACKAGING HLDG CO COM | Stock | 388689101 | — | 50 shares | $453 |
| MONTE ROSA THERAPEUTICS INC COM | Stock | 61225M102 | — | 38 shares | $453 |
| PTC THERAPEUTICS INC COM | Stock | 69366J200 | — | 7 shares | $453 |
| ALBERTSONS COMPANIES INC COMMON STOCK | Stock | 013091103 | — | 39 shares | $453 |
| CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | — | 4 shares | $452 |
| COOPER COS INC COM | Stock | 216648501 | — | 8 shares | $452 |
| SILGAN HLDGS INC COM | Stock | 827048109 | — | 13 shares | $452 |
| NORTHPOINTE BANCSHARES INC. COM SHS | Stock | 66661N886 | — | 31 shares | $452 |
| UNITED STS LIME & MINERALS INC COM | Stock | 911922102 | — | 4 shares | $452 |
| BANK NOVA SCOTIA B C COM | Stock | 064149107 | — | 5 shares | $451 |
| YETI HLDGS INC COM | Stock | 98585X104 | — | 11 shares | $451 |
| BORR DRILLING LTD SHS | Stock | G1466R173 | — | 116 shares | $451 |
| PC CONNECTION INC COM | Stock | 69318J100 | — | 5 shares | $451 |
| UNIVEST FINANCIAL CORPORATION COM | Stock | 915271100 | — | 11 shares | $451 |
| IREN LIMITED ORDINARY SHARES | Stock | Q4982L109 | — | 11 shares | $450 |
| FUTUREFUEL CORP COM | Stock | 36116M106 | — | 88 shares | $450 |
| BALL CORP COM | Stock | 058498106 | — | 8 shares | $449 |
| BRIGHTHOUSE FINL INC COM | Stock | 10922N103 | — | 9 shares | $449 |
| WILLIS LEASE FIN CORP COM | Stock | 970646105 | — | 9 shares | $449 |
| VERSIGENT PLC ORDINARY SHARES | Stock | G9600F104 | — | 10 shares | $449 |
| COGENT BIOSCIENCES INC COM | Stock | 19240Q201 | — | 14 shares | $448 |
| LINDSAY CORP COM | Stock | 535555106 | — | 4 shares | $448 |
| MADDEN STEVEN LTD COM | Stock | 556269108 | — | 10 shares | $448 |
| SATELLOGIC INC COM CL A | Stock | 80401C100 | — | 81 shares | $448 |
| STANDARDAERO INC COM | Stock | 85423L103 | — | 21 shares | $448 |
| ROCKY BRANDS INC COM | Stock | 774515100 | — | 10 shares | $447 |
| FLUTTER ENTMT PLC SHS | Stock | G3643J108 | — | 6 shares | $447 |
| FLUTTER ENTMT PLC SHS | Stock | G3643J108 | — | 6 shares | $447 |
| LOGITECH INTL S A SHS | Stock | H50430232 | — | 4 shares | $447 |
| SENSEONICS HLDGS INC COM | Stock | 81727U303 | — | 44 shares | $447 |
| KNOWLES CORP COM | Stock | 49926D109 | — | 12 shares | $446 |
| MUELLER WTR PRODS INC COM SER A | Stock | 624758108 | — | 21 shares | $446 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 3 shares | $446 |
| ALLIENT INC COM | Stock | 019330109 | — | 4 shares | $446 |
| METROCITY BANKSHARES INC COM | Stock | 59165J105 | — | 13 shares | $446 |
| GXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 36262G101 | — | 10 shares | $445 |
| TWIN DISC INC COM | Stock | 901476101 | — | 17 shares | $445 |
| DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | ETF | 25459W458 | — | 3 shares | $444 |
| C H ROBINSON WORLDWIDE IN COM NEW | Stock | 12541W209 | — | 3 shares | $444 |
| CANADA GOOSE HLDGS INC SHS SUB VTG | Stock | 135086106 | — | 57 shares | $443 |
| VISTANCE NETWORKS INC COM | Stock | 20337X109 | — | 74 shares | $443 |
| MATTEL INC COM | Stock | 577081102 | — | 35 shares | $443 |
| LIFE360 INC COM | Stock | 532206109 | — | 11 shares | $443 |
| STOKE THERAPEUTICS INC COM | Stock | 86150R107 | — | 17 shares | $442 |
| VICTORIAS SECRET AND CO COMMON STOCK | Stock | 926400102 | — | 5 shares | $442 |
| ZUMIEZ INC COM | Stock | 989817101 | — | 33 shares | $442 |