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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) |
|---|---|---|---|---|---|
| MARA HOLDINGS INC COM | Stock | 565788106 | — | 39 shares | $442 |
| GLADSTONE COMMERCIAL CORP COM | REIT | 376536108 | — | 35 shares | $442 |
| BV FINL INC COM NEW | Stock | 05603E208 | — | 21 shares | $441 |
| ROBERT HALF INC. COM | Stock | 770323103 | — | 12 shares | $441 |
| TELEPHONE & DATA SYS INC COM NEW | Stock | 879433829 | — | 13 shares | $441 |
| VIRTU FINL INC CL A | Stock | 928254101 | — | 8 shares | $441 |
| BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK | Stock | 095924106 | — | 45 shares | $441 |
| WARRIOR MET COAL INC COM | Stock | 93627C101 | — | 5 shares | $440 |
| ZTO EXPRESS CAYMAN INC SPONSORED ADS A | ADR | 98980A105 | — | 23 shares | $440 |
| FLEX LTD ORD | Stock | Y2573F102 | — | 4 shares | $440 |
| PROGRESS SOFTWARE CORP COM | Stock | 743312100 | — | 11 shares | $440 |
| KLAVIYO INC COM SER A | Stock | 49845K101 | — | 28 shares | $440 |
| WENDYS CO COM | Stock | 95058W100 | — | 69 shares | $440 |
| SL GREEN RLTY CORP COM | REIT | 78440X887 | — | 9 shares | $440 |
| PROGRESS SOFTWARE CORP COM | Stock | 743312100 | — | 11 shares | $440 |
| MAIN STR CAP CORP COM | CEF | 56035L104 | — | 8 shares | $440 |
| AMPHASTAR PHARMACEUTICALS INC COM | Stock | 03209R103 | — | 17 shares | $439 |
| APPLIED DIGITAL CORP COM NEW | Stock | 038169207 | — | 18 shares | $439 |
| COHEN & STEERS INC COM | Stock | 19247A100 | — | 6 shares | $439 |
| FIVE BELOW INC COM | Stock | 33829M101 | — | 2 shares | $439 |
| HORMEL FOODS CORP COM | Stock | 440452100 | — | 22 shares | $439 |
| SM ENERGY COMPANY COM | Stock | 78454L100 | — | 13 shares | $439 |
| NATIONAL HEALTHCARE CORP COM | Stock | 635906100 | — | 2 shares | $439 |
| LIBERTY CAP CORP SER A GCI GROUP | Stock | 36164V602 | — | 19 shares | $439 |
| MATSON INC COM | Stock | 57686G105 | — | 2 shares | $439 |
| ARCOSA INC COM | Stock | 039653100 | — | 3 shares | $438 |
| ATLANTICUS HOLDINGS CORP COM | Stock | 04914Y102 | — | 5 shares | $438 |
| CARTERS INC COM | Stock | 146229109 | — | 14 shares | $438 |
| CARTERS INC COM | Stock | 146229109 | — | 14 shares | $438 |
| ERIE INDTY CO CL A | Stock | 29530P102 | — | 2 shares | $438 |
| MOLSON COORS BEVERAGE CO CL B | Stock | 60871R209 | — | 12 shares | $438 |
| NATIONAL BEVERAGE CORP COM | Stock | 635017106 | — | 15 shares | $438 |
| CBIZ INC COM | Stock | 124805102 | — | 8 shares | $438 |
| HMH HLDG INC CL A | Stock | 40445M100 | — | 25 shares | $438 |
| ERIE INDTY CO CL A | Stock | 29530P102 | — | 2 shares | $438 |
| DRDGOLD LIMITED SPON ADR REPSTG | ADR | 26152H301 | — | 18 shares | $437 |
| FRP HLDGS INC COM | Stock | 30292L107 | — | 21 shares | $437 |
| POST HLDGS INC COM | Stock | 737446104 | — | 6 shares | $437 |
| STEPAN CO COM | Stock | 858586100 | — | 7 shares | $437 |
| POST HLDGS INC COM | Stock | 737446104 | — | 6 shares | $437 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 | — | 3 shares | $436 |
| GREENE CNTY BANCORP INC COM | Stock | 394357107 | — | 13 shares | $436 |
| CARGURUS INC COM CL A | Stock | 141788109 | — | 14 shares | $436 |
| SCHOLAR ROCK HLDG CORP COM | Stock | 80706P103 | — | 9 shares | $435 |
| GENTEX CORP COM | Stock | 371901109 | — | 20 shares | $435 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 | — | 1 shares | $435 |
| ATMUS FILTRATION TECHNOLOGIES COM | Stock | 04956D107 | — | 10 shares | $434 |
| HAMILTON LANE INC CL A | Stock | 407497106 | — | 5 shares | $434 |
| ZILLOW GROUP INC CL C CAP STK | Stock | 98954M200 | — | 16 shares | $434 |
| DIME COML BANCSHARES INC COM | Stock | 25432X102 | — | 11 shares | $434 |
| FIDELITY D & D BANCORP INC COM | Stock | 31609R100 | — | 8 shares | $434 |
| RMR GROUP INC CL A | Stock | 74967R106 | — | 24 shares | $434 |
| CHEMOURS CO COM | Stock | 163851108 | — | 32 shares | $434 |
| EPAM SYS INC COM | Stock | 29414B104 | — | 4 shares | $433 |
| WIX COM LTD SHS | Stock | M98068105 | — | 6 shares | $433 |
| ENERFLEX LTD COM | Stock | 29269R105 | — | 19 shares | $433 |
| QUIDELORTHO CORP COM | Stock | 219798105 | — | 41 shares | $432 |
| EDITAS MEDICINE INC COM | Stock | 28106W103 | — | 168 shares | $432 |
| ANGI INC CL A NEW | Stock | 00183L201 | — | 75 shares | $432 |
| CENTURY ALUM CO COM | Stock | 156431108 | — | 12 shares | $432 |
| BELLRING BRANDS INC COMMON STOCK | Stock | 07831C103 | — | 56 shares | $431 |
| ONE GAS INC COM | Stock | 68235P108 | — | 6 shares | $431 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 13 shares | $431 |
| SIDUS SPACE INC CL A COM NEW | Stock | 826165102 | — | 238 shares | $431 |
| NOV INC COM | Stock | 62955J103 | — | 23 shares | $431 |
| MATTEL INC COM | Stock | 577081102 | — | 34 shares | $430 |
| FLUENCE ENERGY INC COM CL A | Stock | 34379V103 | — | 56 shares | $430 |
| ETSY INC COM | Stock | 29786A106 | — | 6 shares | $429 |
| PEOPLES BANCORP N C INC COM | Stock | 710577107 | — | 10 shares | $429 |
| QFIN HOLDINGS INC AMERICAN DEP | ADR | 88557W101 | — | 64 shares | $429 |
| INGRAM MICRO HLDG CORP COM | Stock | 457152106 | — | 16 shares | $429 |
| ENERGIZER HLDGS INC COM | Stock | 29272W109 | — | 20 shares | $428 |
| TELIX PHARMACEUTICAL LTD SPONSORED ADS | ADR | 87961M105 | — | 39 shares | $428 |
| AEROVIRONMENT INC COM | Stock | 008073108 | — | 3 shares | $427 |
| KRATOS DEFENSE & SEC SOLUTIONS COM NEW | Stock | 50077B207 | — | 10 shares | $427 |
| MASTEC INC COM | Stock | 576323109 | — | 2 shares | $427 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 | — | 5 shares | $427 |
| PAR TECHNOLOGY CORP COM | Stock | 698884103 | — | 31 shares | $427 |
| DESIGN THERAPEUTICS INC COM | Stock | 25056L103 | — | 34 shares | $427 |
| INTUITIVE MACHINES INC CLASS A COM | Stock | 46125A100 | — | 30 shares | $427 |
| SEANERGY MARITIME HLDGS CORP SHS | Stock | Y73760400 | — | 26 shares | $427 |
| BUILD-A-BEAR WORKSHOP INC COM | Stock | 120076104 | — | 17 shares | $426 |
| AMERICAN INTEGRITY INS GROUP I COM | Stock | 026948109 | — | 17 shares | $425 |
| NIKE INC CL B | Stock | 654106103 | — | 12 shares | $425 |
| REAL REMAX GROUP INC COM NEW | Stock | 776105108 | — | 26 shares | $425 |
| V2X INC COM | Stock | 92242T101 | — | 6 shares | $425 |
| SYLVAMO CORP COMMON STOCK | Stock | 871332102 | — | 13 shares | $425 |
| DUTCH BROS INC CL A | Stock | 26701L100 | — | 11 shares | $424 |
| MIRION TECHNOLOGIES INC COM CL A | Stock | 60471A101 | — | 30 shares | $424 |
| SIMULATIONS PLUS INC COM | Stock | 829214105 | — | 23 shares | $424 |
| LIQUIDIA CORPORATION COM NEW | Stock | 53635D202 | — | 14 shares | $424 |
| GETTY RLTY CORP NEW COM | REIT | 374297109 | — | 15 shares | $424 |
| APPIAN CORP CL A | Stock | 03782L101 | — | 12 shares | $423 |
| INDEPENDENT BK CORP MICH COM NEW | Stock | 453838609 | — | 12 shares | $423 |
| INDEPENDENT BK CORP MICH COM NEW | Stock | 453838609 | — | 12 shares | $423 |
| ARCUTIS BIOTHERAPEUTICS INC COM | Stock | 03969K108 | — | 16 shares | $423 |
| ARCHER AVIATION INC COM CL A | Stock | 03945R102 | — | 85 shares | $422 |
| FIVERR INTL LTD ORD SHS | Stock | M4R82T106 | — | 49 shares | $422 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 2 shares | $422 |
| U HAUL HOLDING COMPANY COM | Stock | 023586100 | — | 7 shares | $421 |