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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) |
|---|---|---|---|---|---|
| SHARPLINK INC COM NEW | Stock | 820014405 | — | 37 shares | $343 |
| CORE NATURAL RESOURCES INC COM SHS | Stock | 218937100 | — | 4 shares | $343 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 | — | 6 shares | $342 |
| GAMING & LEISURE P COM | REIT | 36467J108 | — | 9 shares | $342 |
| H WORLD GROUP LTD SPONSORED ADS | ADR | 44332N106 | — | 8 shares | $342 |
| INSMED INC COM PAR $.01 | Stock | 457669307 | — | 3 shares | $342 |
| PRAIRIE OPER CO COM | Stock | 739650109 | — | 831 shares | $342 |
| SONOCO PRODS CO COM | Stock | 835495102 | — | 7 shares | $342 |
| ACI WORLDWIDE INC COM | Stock | 004498101 | — | 7 shares | $342 |
| AVERY DENNISON CORP COM | Stock | 053611109 | — | 2 shares | $341 |
| MARSH & MCLENNAN COS INC COM | Stock | 571748102 | — | 2 shares | $341 |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 13646K108 | — | 4 shares | $340 |
| EYEPOINT INC COM NEW | Stock | 30233G209 | — | 104 shares | $340 |
| FRANKLIN XRP ETF | ETF | 355233107 | — | 21 shares | $340 |
| FRONTIER GROUP HLDGS INC COM | Stock | 35909R108 | — | 57 shares | $340 |
| ZIFF DAVIS INC COM | Stock | 48123V102 | — | 6 shares | $340 |
| DESIGN THERAPEUTICS INC COM | Stock | 25056L103 | — | 27 shares | $339 |
| FOGHORN THERAPEUTICS INC COM | Stock | 344174107 | — | 95 shares | $339 |
| DROPBOX INC CL A | Stock | 26210C104 | — | 10 shares | $339 |
| LIVERAMP HLDGS INC COM | Stock | 53815P108 | — | 9 shares | $338 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 4 shares | $337 |
| RING ENERGY INC COM | Stock | 76680V108 | — | 257 shares | $337 |
| ALPHA METALLURGICAL RESOUR INC COM | Stock | 020764106 | — | 2 shares | $336 |
| OLD REP INTL CORP COM | Stock | 680223104 | — | 9 shares | $336 |
| ORGANIGRAM GLOBAL INC COM | Stock | 68617J100 | — | 337 shares | $336 |
| VERISK ANALYTICS INC COM | Stock | 92345Y106 | — | 2 shares | $336 |
| CONSOLIDATED WATER CO INC ORD | Stock | G23773107 | — | 12 shares | $336 |
| MNTN INC CL A | Stock | 55318A108 | — | 33 shares | $336 |
| VANGUARD RUSSELL 3000 ETF | ETF | 92206C599 | — | 1 shares | $336 |
| FREEDOM HOLDING CORP COM | Stock | 356390104 | — | 2 shares | $335 |
| FREEDOM HOLDING CORP COM | Stock | 356390104 | — | 2 shares | $335 |
| BGC GROUP INC CL A | Stock | 088929104 | — | 29 shares | $334 |
| MILLERKNOLL INC COM | Stock | 600544100 | — | 17 shares | $334 |
| AMERICAN COASTAL INS CORP COM | Stock | 910710102 | — | 37 shares | $334 |
| LIQUIDIA CORPORATION COM NEW | Stock | 53635D202 | — | 11 shares | $333 |
| SILVACO GROUP INC COM | Stock | 82728C102 | — | 38 shares | $333 |
| USANA HEALTH SCIENCES INC COM | Stock | 90328M107 | — | 23 shares | $333 |
| KOHLS CORP COM | Stock | 500255104 | — | 18 shares | $332 |
| ONEMAIN HLDGS INC COM | Stock | 68268W103 | — | 6 shares | $332 |
| WENDYS CO COM | Stock | 95058W100 | — | 52 shares | $332 |
| GREEN DOT CORP CL A | Stock | 39304D102 | — | 27 shares | $332 |
| CRISPR THERAPEUTICS AG NAMEN AKT | Stock | H17182108 | — | 6 shares | $332 |
| CARMAX INC COM | Stock | 143130102 | — | 6 shares | $331 |
| NETEASE COM INC SPONSORED ADS | ADR | 64110W102 | — | 3 shares | $331 |
| MINIMED GROUP INC COM | Stock | 60365F109 | — | 17 shares | $331 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 127387108 | — | 1 shares | $330 |
| FLUENCE ENERGY INC COM CL A | Stock | 34379V103 | — | 43 shares | $330 |
| BRIGHTSTAR LOTTERY PLC SHS USD | Stock | G4863A108 | — | 33 shares | $330 |
| CIRCLE INTERNET GROUP INC COM CL A | Stock | 172573107 | — | 4 shares | $329 |
| FIDELITY NATL INFORMATION SVCS COM | Stock | 31620M106 | — | 10 shares | $329 |
| VSE CORP COM | Stock | 918284100 | — | 2 shares | $329 |
| JAMES HARDIE INDS PLC ORD SHS | Stock | G4253H101 | — | 13 shares | $329 |
| ALPHA TEKNOVA INC COM | Stock | 02080L102 | — | 37 shares | $329 |
| VSE CORP COM | Stock | 918284100 | — | 2 shares | $329 |
| BOSTON BEER INC CL A | Stock | 100557107 | — | 2 shares | $328 |
| GLAUKOS CORP COM | Stock | 377322102 | — | 2 shares | $328 |
| LINCOLN EDL SVCS CORP COM | Stock | 533535100 | — | 15 shares | $328 |
| MARKETAXESS HLDGS INC COM | Stock | 57060D108 | — | 2 shares | $328 |
| MARKETAXESS HLDGS INC COM | Stock | 57060D108 | — | 2 shares | $328 |
| AEBI SCHMIDT HLDG AG COM | Stock | H00501108 | — | 31 shares | $328 |
| CRA INTL INC COM | Stock | 12618T105 | — | 2 shares | $328 |
| NORDSON CORP COM | Stock | 655663102 | — | 1 shares | $328 |
| DISC MEDICINE INC COM | Stock | 254604101 | — | 5 shares | $327 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | 874060205 | — | 18 shares | $327 |
| CELLEBRITE DI LTD ORDINARY SHARES | Stock | M2197Q107 | — | 29 shares | $327 |
| BANC OF CALIFORNIA INC COM | Stock | 05990K106 | — | 19 shares | $327 |
| BIOAGE LABS INC COM | Stock | 09077V100 | — | 46 shares | $326 |
| BOOKING HOLDINGS INC COM | Stock | 09857L108 | — | 2 shares | $326 |
| GUARDIAN PHARMACY SVCS INC CL A | Stock | 40145W101 | — | 8 shares | $326 |
| VALE S A SPONSORED ADS | ADR | 91912E105 | — | 24 shares | $326 |
| LIBERTY CAP CORP SER A GCI GROUP | Stock | 36164V602 | — | 14 shares | $324 |
| WERIDE INC SPONSORED ADS | ADR | 950915108 | — | 61 shares | $324 |
| TIDEWATER INC NEW COM | Stock | 88642R109 | — | 4 shares | $324 |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | ADR | 606822104 | — | 14 shares | $323 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 | — | 1 shares | $323 |
| CORECIVIC INC COM | Stock | 21871N101 | — | 10 shares | $323 |
| FIRST NATL CORP VA COM | Stock | 32106V107 | — | 11 shares | $323 |
| DYNEX CAP INC COM | REIT | 26817Q886 | — | 29 shares | $323 |
| ASTEC INDS INC COM | Stock | 046224101 | — | 8 shares | $322 |
| PHIBRO ANIMAL HEALTH CORP CL A COM | Stock | 71742Q106 | — | 9 shares | $322 |
| PRUDENTIAL PLC ADR | ADR | 74435K204 | — | 13 shares | $322 |
| PHIBRO ANIMAL HEALTH CORP CL A COM | Stock | 71742Q106 | — | 9 shares | $322 |
| EVOLUTION PETE CORP COM | Stock | 30049A107 | — | 91 shares | $322 |
| AIRBNB INC COM CL A | Stock | 009066101 | — | 2 shares | $321 |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | REIT | 09257W100 | — | 28 shares | $321 |
| BLACK ROCK COFFEE BAR INC CL A | Stock | 092244102 | — | 45 shares | $321 |
| NETSCOUT SYS INC COM | Stock | 64115T104 | — | 8 shares | $321 |
| STANDARD BIOTOOLS INC COM | Stock | 34385P108 | — | 432 shares | $320 |
| GREEN DOT CORP CL A | Stock | 39304D102 | — | 26 shares | $320 |
| TRIO TECH INTL COM NEW | Stock | 896712205 | — | 49 shares | $319 |
| INSEEGO CORP COM NEW | Stock | 45782B302 | — | 87 shares | $318 |
| MGP INGREDIENTS INC NEW COM | Stock | 55303J106 | — | 24 shares | $318 |
| STONECO LTD COM CL A | Stock | G85158106 | — | 34 shares | $318 |
| AEVEX CORP COM CL A | Stock | 00835T107 | — | 21 shares | $318 |
| BITMINE IMMERSION TECHS INC COM NEW | Stock | 09175A206 | — | 12 shares | $317 |
| PERMIAN RESOURCES CORP CLASS A COM | Stock | 71424F105 | — | 15 shares | $317 |
| SEACOR MARINE HLDGS INC COM | Stock | 78413P101 | — | 39 shares | $317 |
| SKYWARD SPECIALTY INS GROUP IN COM | Stock | 830940102 | — | 6 shares | $317 |
| COMMUNITY HEALTH SYS INC NEW COM | Stock | 203668108 | — | 111 shares | $317 |
| FRANKLIN STR PPTYS CORP COM | REIT | 35471R106 | — | 838 shares | $316 |